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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
731,964
shares
|
$28.4 Million
6.44% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
723,857
shares
|
$28.1 Million
6.03% of portfolio
|
Q4 2024
Added 20.71%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
709,516
shares
|
$27.5 Million
24.62% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
694,805
shares
|
$26.9 Million
0.03% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
666,973
shares
|
$25.9 Million
8.92% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
656,989
shares
|
$25.5 Million
24.29% of portfolio
|
Q4 2024
New holding
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Feb 06, 2025 Q4 2024 |
637,711
shares
|
$24.7 Million
12.93% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
636,277
shares
|
$24.7 Million
8.92% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
598,831
shares
|
$23.2 Million
16.18% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
596,582
shares
|
$23.1 Million
19.55% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
595,804
shares
|
$23.1 Million
10.92% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
590,792
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
585,493
shares
|
$22.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
580,739
shares
|
$22.5 Million
7.76% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
577,177
shares
|
$22.4 Million
6.88% of portfolio
|
Q4 2024
Added 22.82%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
573,066
shares
|
$22.2 Million
5.84% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$21.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
544,628
shares
|
$21.1 Million
5.53% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
533,540
shares
|
$20.7 Million
0.01% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
522,402
shares
|
$20.3 Million
10.93% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
521,796
shares
|
$20.2 Million
11.67% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
521,317
shares
|
$20.2 Million
10.33% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
507,512
shares
|
$19.7 Million
3.44% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$19.6 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
504,511
shares
|
$19.6 Million
0.48% of portfolio
|
Q4 2024
Added 1.27%
|