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 |
|---|---|---|---|---|---|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
119,956
shares
|
$4.65 Million
3.3% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
119,683
shares
|
$4.64 Million
2.93% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
118,494
shares
|
$4.59 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
118,010
shares
|
$4.58 Million
0.04% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
116,176
shares
|
$4.5 Million
4.2% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
112,884
shares
|
$4.38 Million
1.17% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
110,842
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
107,539
shares
|
$4.17 Million
2.17% of portfolio
|
Q4 2024
Added 9.0%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
106,833
shares
|
$4.14 Million
0.56% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
100,615
shares
|
$3.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
99,733
shares
|
$3.87 Million
0.12% of portfolio
|
Q4 2024
Added 8.9%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
99,511
shares
|
$3.86 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jan 14, 2025 Q4 2024 |
97,849
shares
|
$3.79 Million
1.9% of portfolio
|
Q4 2024
Reduced 84.63%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 22, 2025 Q4 2024 |
97,155
shares
|
$3.77 Million
3.45% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
96,867
shares
|
$3.76 Million
0.01% of portfolio
|
Q4 2024
Added 10.35%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
96,055
shares
|
$3.72 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Solution Inc.
|
Feb 07, 2025 Q4 2024 |
95,809
shares
|
$3.71 Million
2.64% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
95,309
shares
|
$3.7 Million
1.15% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
93,748
shares
|
$3.63 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
92,895
shares
|
$3.6 Million
1.73% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$3.58 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
91,783
shares
|
$3.56 Million
3.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
91,476
shares
|
$3.55 Million
1.24% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jan 28, 2025 Q4 2024 |
88,502
shares
|
$3.43 Million
2.41% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
88,229
shares
|
$3.42 Million
0.14% of portfolio
|
Q4 2024
Added 0.04%
|