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 |
|---|---|---|---|---|---|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
502,664
shares
|
$19.5 Million
7.53% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
497,610
shares
|
$19.3 Million
3.8% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
493,809
shares
|
$19.1 Million
17.71% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
487,193
shares
|
$18.9 Million
0.68% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
482,603
shares
|
$18.7 Million
1.74% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
475,005
shares
|
$18.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
474,202
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
454,052
shares
|
$17.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
441,411
shares
|
$17.1 Million
0.04% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
437,886
shares
|
$17 Million
0.0% of portfolio
|
Q4 2024
Added 1193.38%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
434,465
shares
|
$16.8 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
425,930
shares
|
$16.5 Million
8.85% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
423,900
shares
|
$16.4 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
417,707
shares
|
$16.2 Million
5.48% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
414,809
shares
|
$16.1 Million
0.97% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
414,431
shares
|
$16.1 Million
0.04% of portfolio
|
Q4 2024
Added 81.58%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
400,214
shares
|
$15.5 Million
0.41% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
399,416
shares
|
$15.5 Million
1.81% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
386,192
shares
|
$15 Million
2.73% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
379,095
shares
|
$14.7 Million
2.48% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
378,207
shares
|
$14.7 Million
8.47% of portfolio
|
Q4 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
362,648
shares
|
$14.1 Million
1.17% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
360,580
shares
|
$14 Million
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
336,505
shares
|
$13 Million
0.74% of portfolio
|
Q4 2023
Reduced 2.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
332,403
shares
|
$12.9 Million
0.92% of portfolio
|
Q4 2024
Reduced 2.15%
|