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 |
|---|---|---|---|---|---|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,106
shares
|
$508,119
0.22% of portfolio
|
Q4 2022
Reduced 19.95%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
13,063
shares
|
$506,452
0.09% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
12,995
shares
|
$503,816
0.02% of portfolio
|
Q3 2022
Added 25.74%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,953
shares
|
$502,187
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
12,874
shares
|
$499,124
0.3% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
12,628
shares
|
$489,587
0.43% of portfolio
|
Q4 2024
Reduced 18.39%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
12,540
shares
|
$486,175
0.41% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
12,522
shares
|
$485,477
0.02% of portfolio
|
Q3 2023
Added 147.18%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jan 07, 2025 Q4 2024 |
12,521
shares
|
$485,439
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
12,465
shares
|
$483,268
0.0% of portfolio
|
Q4 2024
Added 77.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
12,435
shares
|
$482,104
0.01% of portfolio
|
Q4 2024
Reduced 27.29%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
11,892
shares
|
$461,052
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Jan 30, 2025 Q4 2024 |
11,773
shares
|
$456,439
0.27% of portfolio
|
Q4 2024
Reduced 87.26%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
11,725
shares
|
$454,578
0.27% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
11,416
shares
|
$442,598
0.18% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,411
shares
|
$442,404
0.1% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
11,097
shares
|
$430,230
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
11,078
shares
|
$429,494
0.05% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
10,680
shares
|
$414,063
0.01% of portfolio
|
Q4 2024
Added 93.3%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
10,636
shares
|
$412,357
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
10,545
shares
|
$408,829
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10,230
shares
|
$396,617
0.07% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
10,157
shares
|
$393,786
0.09% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
10,124
shares
|
$392,507
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$391,577
0.08% of portfolio
|
Q1 2023
Added 5.21%
|