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 418 institutions that hold shares in the stock, with a total of 109 Million shares, which have been reported (via 13F filing form) to have a value of $4.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
168,812
shares
|
$7.11 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
165,844
shares
|
$6.98 Million
3.82% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
165,202
shares
|
$6.95 Million
0.08% of portfolio
|
Q3 2024
Reduced 8.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
162,575
shares
|
$6.84 Million
0.02% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
160,835
shares
|
$6.77 Million
3.38% of portfolio
|
Q4 2024
Added 27.6%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
159,809
shares
|
$6.73 Million
2.73% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$6.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
154,597
shares
|
$6.51 Million
1.18% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
152,565
shares
|
$6.42 Million
5.44% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
148,689
shares
|
$6.26 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
147,952
shares
|
$6.23 Million
1.42% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
144,111
shares
|
$6.07 Million
2.7% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
140,973
shares
|
$5.93 Million
3.63% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
140,555
shares
|
$5.92 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
136,680
shares
|
$5.75 Million
3.01% of portfolio
|
Q4 2024
Added 36.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
135,577
shares
|
$5.71 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
132,653
shares
|
$5.58 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
129,214
shares
|
$5.44 Million
2.9% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
129,174
shares
|
$5.44 Million
0.05% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.33 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
126,230
shares
|
$5.31 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$5.12 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
121,465
shares
|
$5.11 Million
0.1% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
119,956
shares
|
$5.05 Million
3.3% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
119,683
shares
|
$5.04 Million
2.93% of portfolio
|
Q4 2024
Added 2.36%
|