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 482 institutions that hold shares in the stock, with a total of 2.18 Billion shares, which have been reported (via 13F filing form) to have a value of $84.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verisail Partners, LLC
Chamblee, GA |
Feb 13, 2025 Q4 2024 |
48,538
shares
|
$1.88 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$1.87 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
45,194
shares
|
$1.75 Million
0.55% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
45,000
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,775
shares
|
$1.74 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Oak Financial, LLC
Tulsa, OK |
Feb 10, 2025 Q4 2024 |
44,719
shares
|
$1.73 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
44,438
shares
|
$1.72 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
44,209
shares
|
$1.71 Million
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
41,086
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 374.65%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
39,600
shares
|
$1.54 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
39,179
shares
|
$1.52 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
38,223
shares
|
$1.48 Million
0.2% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
37,340
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
37,319
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
37,304
shares
|
$1.45 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
36,826
shares
|
$1.43 Million
0.34% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
36,299
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
35,748
shares
|
$1.39 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
35,500
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
Reduced 23.76%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
35,364
shares
|
$1.37 Million
0.74% of portfolio
|
Q4 2024
Reduced 28.53%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.37 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 23, 2025 Q4 2024 |
35,232
shares
|
$1.37 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
34,695
shares
|
$1.35 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
34,694
shares
|
$1.35 Million
0.62% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
34,350
shares
|
$1.33 Million
0.02% of portfolio
|
Q2 2024
Added 28.73%
|