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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
326,065
shares
|
$12.6 Million
1.4% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
322,337
shares
|
$12.5 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
304,345
shares
|
$11.8 Million
4.4% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Feb 07, 2025 Q4 2024 |
293,570
shares
|
$11.4 Million
10.55% of portfolio
|
Q4 2024
New holding
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
291,738
shares
|
$11.3 Million
2.46% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
287,896
shares
|
$11.2 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
285,285
shares
|
$11.1 Million
0.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
277,550
shares
|
$10.8 Million
7.53% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
276,285
shares
|
$10.7 Million
0.14% of portfolio
|
Q4 2024
Added 42.5%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
275,356
shares
|
$10.7 Million
7.74% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
268,743
shares
|
$10.4 Million
5.12% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
249,473
shares
|
$9.67 Million
11.17% of portfolio
|
Q4 2024
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
249,371
shares
|
$9.67 Million
5.22% of portfolio
|
Q2 2024
Added 3.94%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
243,995
shares
|
$9.46 Million
3.86% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
243,056
shares
|
$9.42 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
234,927
shares
|
$9.11 Million
1.21% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
222,870
shares
|
$8.64 Million
3.77% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
220,314
shares
|
$8.54 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
220,133
shares
|
$8.53 Million
2.89% of portfolio
|
Q4 2024
Added 11.68%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
219,340
shares
|
$8.5 Million
5.94% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
216,711
shares
|
$8.4 Million
0.02% of portfolio
|
Q4 2024
Added 15.47%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
216,666
shares
|
$8.4 Million
4.17% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
213,906
shares
|
$8.29 Million
0.29% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
213,602
shares
|
$8.28 Million
2.84% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
209,778
shares
|
$8.13 Million
0.0% of portfolio
|
Q4 2024
Added 1.16%
|