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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
16,965
shares
|
$657,733
0.4% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
16,930
shares
|
$656,376
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
16,352
shares
|
$633,967
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
16,228
shares
|
$629,159
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
16,212
shares
|
$628,539
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
16,191
shares
|
$627,725
0.28% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
16,188
shares
|
$627,608
0.19% of portfolio
|
Q4 2024
Added 14.69%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
15,400
shares
|
$597,058
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
15,391
shares
|
$596,709
0.08% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,220
shares
|
$590,079
0.0% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
15,015
shares
|
$582,131
0.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
14,623
shares
|
$566,933
0.14% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
14,588
shares
|
$565,576
0.1% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
14,438
shares
|
$559,761
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
14,228
shares
|
$551,619
0.41% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,143
shares
|
$548,324
0.0% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
13,963
shares
|
$541,345
0.04% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
13,833
shares
|
$536,305
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
13,731
shares
|
$532,350
0.24% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
13,589
shares
|
$526,845
0.17% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,295
shares
|
$515,447
0.0% of portfolio
|
Q4 2024
Reduced 42.98%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
13,257
shares
|
$513,973
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
13,170
shares
|
$510,600
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
13,161
shares
|
$510,251
0.08% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
13,147
shares
|
$509,709
0.06% of portfolio
|
Q4 2023
New holding
|