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 413 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
114,430
shares
|
$4.74 Million
0.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
114,391
shares
|
$4.74 Million
2.66% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
110,402
shares
|
$4.58 Million
1.73% of portfolio
|
Q3 2024
Added 125.9%
|
|
|
Helen Stephens Group, LLC
|
Oct 08, 2024 Q3 2024 |
108,656
shares
|
$4.5 Million
1.32% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
108,485
shares
|
$4.5 Million
2.05% of portfolio
|
Q3 2024
Reduced 35.81%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
108,229
shares
|
$4.49 Million
0.1% of portfolio
|
Q3 2024
Added 20.34%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
107,472
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 78.77%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
105,391
shares
|
$4.37 Million
0.56% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
102,668
shares
|
$4.26 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
101,023
shares
|
$4.19 Million
2.05% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
100,285
shares
|
$4.16 Million
2.32% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
100,158
shares
|
$4.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
98,661
shares
|
$4.09 Million
2.0% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
96,563
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
94,924
shares
|
$3.94 Million
2.52% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
92,425
shares
|
$3.83 Million
2.19% of portfolio
|
Q3 2024
Added 21.84%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$3.83 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
91,585
shares
|
$3.8 Million
0.11% of portfolio
|
Q3 2024
Reduced 15.88%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Oct 25, 2024 Q3 2024 |
91,219
shares
|
$3.78 Million
1.21% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
88,192
shares
|
$3.66 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
87,785
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2024
Added 52.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
86,034
shares
|
$3.57 Million
0.05% of portfolio
|
Q3 2024
Added 41.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
85,280
shares
|
$3.54 Million
0.23% of portfolio
|
Q4 2022
Added 81.33%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 18, 2024 Q3 2024 |
79,742
shares
|
$3.31 Million
2.38% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.29 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|