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 |
|---|---|---|---|---|---|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
1,167,405
shares
|
$45.3 Million
14.46% of portfolio
|
Q4 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
1,094,777
shares
|
$42.4 Million
14.55% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
1,064,450
shares
|
$41.3 Million
0.35% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,027,480
shares
|
$39.8 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,025,308
shares
|
$39.8 Million
19.41% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,013,247
shares
|
$39.3 Million
0.08% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
1,011,956
shares
|
$39.2 Million
10.58% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
989,254
shares
|
$38.4 Million
1.21% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
961,605
shares
|
$37.3 Million
4.55% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jan 28, 2025 Q4 2024 |
949,403
shares
|
$36.8 Million
30.16% of portfolio
|
Q4 2024
New holding
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
934,719
shares
|
$36.2 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
888,185
shares
|
$34.4 Million
7.44% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
859,974
shares
|
$33.3 Million
8.36% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
858,587
shares
|
$33.3 Million
7.37% of portfolio
|
Q4 2024
Added 21.26%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
844,256
shares
|
$32.7 Million
16.56% of portfolio
|
Q4 2024
Added 19.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
804,336
shares
|
$31.2 Million
0.11% of portfolio
|
Q4 2024
Added 16.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
797,068
shares
|
$30.9 Million
0.33% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
794,744
shares
|
$30.8 Million
1.33% of portfolio
|
Q4 2024
Added 26.94%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
753,350
shares
|
$29.2 Million
5.28% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
746,408
shares
|
$28.9 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.74%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
745,322
shares
|
$28.9 Million
16.23% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
743,261
shares
|
$28.8 Million
18.85% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
739,980
shares
|
$28.7 Million
1.08% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
738,330
shares
|
$28.6 Million
0.55% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
733,651
shares
|
$28.4 Million
14.28% of portfolio
|
Q4 2024
Added 2.54%
|