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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
157,996
shares
|
$6.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
157,871
shares
|
$6.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
156,019
shares
|
$6.05 Million
4.3% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
154,597
shares
|
$5.99 Million
1.18% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
152,565
shares
|
$5.91 Million
5.44% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
151,733
shares
|
$5.88 Million
0.0% of portfolio
|
Q4 2024
Added 433.71%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
148,689
shares
|
$5.76 Million
4.25% of portfolio
|
Q4 2024
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Mar 07, 2025 Q4 2024 |
148,628
shares
|
$5.76 Million
4.07% of portfolio
|
Q4 2024
New holding
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
148,086
shares
|
$5.74 Million
4.61% of portfolio
|
Q4 2024
New holding
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
147,952
shares
|
$5.74 Million
1.42% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
144,365
shares
|
$5.6 Million
2.67% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
140,973
shares
|
$5.47 Million
3.63% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
140,555
shares
|
$5.45 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
136,959
shares
|
$5.31 Million
0.0% of portfolio
|
Q4 2024
Added 240.21%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
136,836
shares
|
$5.31 Million
0.3% of portfolio
|
Q4 2024
Reduced 58.74%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
136,680
shares
|
$5.3 Million
3.01% of portfolio
|
Q4 2024
Added 36.29%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
135,577
shares
|
$5.26 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
132,521
shares
|
$5.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
132,197
shares
|
$5.13 Million
2.98% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
129,174
shares
|
$5.01 Million
0.05% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$4.91 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
126,230
shares
|
$4.89 Million
1.61% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$4.71 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
121,465
shares
|
$4.71 Million
0.1% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
120,553
shares
|
$4.67 Million
4.16% of portfolio
|
Q4 2024
New holding
|