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 498 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $7.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
77,812,926
shares
|
$2.95 Billion
21.06% of portfolio
|
Q4 2024
Added 6181.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
5,627,695
shares
|
$214 Million
1.87% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,151,665
shares
|
$158 Million
5.04% of portfolio
|
Q1 2023
Added 12.31%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,639,955
shares
|
$138 Million
1.81% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,616,414
shares
|
$137 Million
45.35% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,529,903
shares
|
$134 Million
1.69% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,207,530
shares
|
$122 Million
0.71% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
2,745,785
shares
|
$104 Million
26.65% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
2,698,220
shares
|
$102 Million
38.04% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Spinnaker Investment Group, LLC
|
Apr 22, 2025 Q1 2025 |
2,218,139
shares
|
$84.2 Million
20.69% of portfolio
|
Q1 2025
Added 8.92%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,208,340
shares
|
$83.8 Million
0.81% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,922,896
shares
|
$73 Million
18.67% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
1,846,764
shares
|
$70.1 Million
11.38% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,739,702
shares
|
$66 Million
1.96% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,700,889
shares
|
$64.5 Million
0.55% of portfolio
|
Q1 2025
Added 14.46%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,654,643
shares
|
$62.8 Million
0.69% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
1,560,796
shares
|
$59.2 Million
4.33% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,448,756
shares
|
$55 Million
5.85% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,393,244
shares
|
$52.9 Million
0.08% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
1,315,168
shares
|
$49.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Apr 22, 2025 Q1 2025 |
1,285,590
shares
|
$48.8 Million
19.22% of portfolio
|
Q1 2025
Added 10.12%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
1,283,690
shares
|
$48.7 Million
11.16% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,241,582
shares
|
$47.1 Million
0.12% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
1,225,369
shares
|
$46.5 Million
10.14% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,224,621
shares
|
$46.5 Million
0.1% of portfolio
|
Q1 2025
Added 20.86%
|