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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
52,497
shares
|
$2.18 Million
1.55% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
52,075
shares
|
$2.16 Million
0.46% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
51,537
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
51,534
shares
|
$2.14 Million
1.44% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
49,484
shares
|
$2.05 Million
1.08% of portfolio
|
Q3 2024
Reduced 10.77%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
49,391
shares
|
$2.05 Million
0.02% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
49,253
shares
|
$2.04 Million
1.08% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
49,092
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2024
Added 41.52%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
48,881
shares
|
$2.03 Million
1.0% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$2 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
47,639
shares
|
$1.98 Million
0.66% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
47,043
shares
|
$1.95 Million
0.33% of portfolio
|
Q3 2024
Added 88.75%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
46,564
shares
|
$1.93 Million
0.5% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
44,536
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
44,125
shares
|
$1.83 Million
0.53% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
44,083
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
44,009
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
41,094
shares
|
$1.7 Million
1.37% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
40,257
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 53.22%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
39,609
shares
|
$1.64 Million
0.72% of portfolio
|
Q3 2024
Added 77.6%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
38,809
shares
|
$1.61 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
38,336
shares
|
$1.59 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
36,441
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
36,317
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
36,275
shares
|
$1.5 Million
0.99% of portfolio
|
Q3 2024
Reduced 23.39%
|