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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
96,873
shares
|
$4.19 Million
0.91% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
96,253
shares
|
$4.16 Million
1.85% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
96,185
shares
|
$4.16 Million
0.62% of portfolio
|
Q1 2025
Added 145.5%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
95,492
shares
|
$4.13 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
95,032
shares
|
$4.11 Million
0.4% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
94,490
shares
|
$4.08 Million
3.04% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$3.99 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
91,296
shares
|
$3.94 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
90,735
shares
|
$3.92 Million
1.76% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Retirement Solution Inc.
|
Apr 17, 2025 Q1 2025 |
90,396
shares
|
$3.91 Million
2.29% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
90,164
shares
|
$3.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,790
shares
|
$3.84 Million
0.61% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
85,280
shares
|
$3.68 Million
0.23% of portfolio
|
Q4 2022
Added 81.33%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
84,900
shares
|
$3.67 Million
2.06% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
83,587
shares
|
$3.61 Million
2.09% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
82,264
shares
|
$3.55 Million
0.89% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
81,585
shares
|
$3.53 Million
0.51% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
81,197
shares
|
$3.51 Million
1.77% of portfolio
|
Q2 2025
Added 7.09%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.43 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
77,983
shares
|
$3.37 Million
1.16% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
76,037
shares
|
$3.29 Million
2.11% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
72,820
shares
|
$3.15 Million
1.41% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
72,818
shares
|
$3.15 Million
0.07% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
72,751
shares
|
$3.14 Million
2.5% of portfolio
|
Q2 2025
Reduced 23.26%
|