Institutional Ownership Dimensional ETF Tr (DFAU)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAU). We have compiled data on the 532 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $6.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
251,963
shares
|
$11.4 Million
3.79% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
250,392
shares
|
$11.3 Million
8.01% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$11.3 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
244,363
shares
|
$11.1 Million
2.09% of portfolio
|
Q2 2025
Added 21.76%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
241,912
shares
|
$11 Million
8.69% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
235,956
shares
|
$10.7 Million
2.6% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
229,853
shares
|
$10.4 Million
1.51% of portfolio
|
Q2 2025
Added 138.97%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
228,055
shares
|
$10.3 Million
3.73% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
225,193
shares
|
$10.2 Million
1.63% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
224,182
shares
|
$10.2 Million
6.09% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
223,965
shares
|
$10.1 Million
5.18% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
219,652
shares
|
$9.95 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
218,270
shares
|
$9.89 Million
5.52% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
217,428
shares
|
$9.85 Million
4.33% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
216,958
shares
|
$9.83 Million
0.29% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
209,405
shares
|
$9.49 Million
3.25% of portfolio
|
Q2 2025
Added 10.59%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$9.43 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
200,549
shares
|
$9.09 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$9.06 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
199,258
shares
|
$9.03 Million
0.17% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
198,905
shares
|
$9.01 Million
0.02% of portfolio
|
Q2 2025
Added 92.91%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
196,482
shares
|
$8.9 Million
4.16% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
185,741
shares
|
$8.42 Million
0.08% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
183,571
shares
|
$8.32 Million
3.6% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
182,789
shares
|
$8.28 Million
0.13% of portfolio
|
Q2 2025
Added 16.19%
|