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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$8.14 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
178,575
shares
|
$8.09 Million
2.43% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
178,402
shares
|
$8.08 Million
0.04% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
176,732
shares
|
$8.01 Million
0.88% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
176,090
shares
|
$7.98 Million
2.77% of portfolio
|
Q2 2025
Added 21.59%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
170,519
shares
|
$7.73 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
169,199
shares
|
$7.67 Million
0.07% of portfolio
|
Q2 2025
Added 209.74%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
168,837
shares
|
$7.65 Million
3.77% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
168,763
shares
|
$7.65 Million
0.17% of portfolio
|
Q2 2025
Added 60.9%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
168,580
shares
|
$7.64 Million
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
164,298
shares
|
$7.44 Million
0.62% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
161,245
shares
|
$7.31 Million
3.72% of portfolio
|
Q1 2025
Added 8.49%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
160,114
shares
|
$7.25 Million
0.06% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
159,831
shares
|
$7.24 Million
3.29% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
159,465
shares
|
$7.23 Million
1.2% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$7.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
156,255
shares
|
$7.08 Million
2.55% of portfolio
|
Q2 2025
Reduced 26.85%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
151,944
shares
|
$6.88 Million
1.8% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
151,782
shares
|
$6.88 Million
0.28% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Helen Stephens Group, LLC
|
Jul 02, 2025 Q2 2025 |
150,064
shares
|
$6.8 Million
1.58% of portfolio
|
Q2 2025
Added 29.36%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
149,602
shares
|
$6.78 Million
5.05% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
149,226
shares
|
$6.76 Million
1.44% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
147,538
shares
|
$6.68 Million
1.71% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
145,703
shares
|
$6.6 Million
4.73% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
142,666
shares
|
$6.46 Million
1.83% of portfolio
|
Q2 2025
Reduced 42.55%
|