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 513 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 $6.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
131,166
shares
|
$5.67 Million
4.07% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
128,606
shares
|
$5.56 Million
1.61% of portfolio
|
Q1 2025
Added 40.59%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.47 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
125,125
shares
|
$5.41 Million
1.47% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
122,144
shares
|
$5.28 Million
3.37% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
121,860
shares
|
$5.27 Million
0.04% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$5.25 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
119,399
shares
|
$5.16 Million
2.39% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
119,314
shares
|
$5.16 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
May 02, 2025 Q1 2025 |
117,978
shares
|
$5.1 Million
3.89% of portfolio
|
Q1 2025
Added 21.43%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
117,429
shares
|
$5.07 Million
3.26% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
115,648
shares
|
$5 Million
1.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
113,839
shares
|
$4.92 Million
2.93% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
113,555
shares
|
$4.91 Million
0.01% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
108,211
shares
|
$4.68 Million
0.52% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
105,614
shares
|
$4.56 Million
0.34% of portfolio
|
Q1 2025
Added 115959.34%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
104,890
shares
|
$4.53 Million
0.11% of portfolio
|
Q1 2025
Added 44.72%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
103,598
shares
|
$4.48 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
103,107
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
102,757
shares
|
$4.44 Million
0.55% of portfolio
|
Q1 2025
Added 23.94%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
100,686
shares
|
$4.35 Million
0.77% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
99,230
shares
|
$4.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,075
shares
|
$4.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
97,602
shares
|
$4.22 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
97,470
shares
|
$4.21 Million
0.31% of portfolio
|
Q2 2025
New holding
|