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 534 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
113,174
shares
|
$5.01 Million
1.27% of portfolio
|
Q2 2025
Added 37.57%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
110,687
shares
|
$4.9 Million
0.53% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
107,789
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Added 76.07%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
105,614
shares
|
$4.68 Million
0.34% of portfolio
|
Q1 2025
Added 115959.34%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
104,640
shares
|
$4.63 Million
0.14% of portfolio
|
Q2 2025
Reduced 79.02%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
102,757
shares
|
$4.55 Million
0.55% of portfolio
|
Q1 2025
Added 23.94%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
100,686
shares
|
$4.46 Million
0.77% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
99,758
shares
|
$4.42 Million
1.01% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
99,230
shares
|
$4.39 Million
0.12% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,075
shares
|
$4.34 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
97,602
shares
|
$4.32 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
97,470
shares
|
$4.31 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
96,436
shares
|
$4.27 Million
3.26% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
96,253
shares
|
$4.26 Million
1.85% of portfolio
|
Q2 2025
Added 9.98%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
95,492
shares
|
$4.23 Million
1.72% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
95,032
shares
|
$4.21 Million
0.4% of portfolio
|
Q2 2025
Reduced 31.36%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
92,631
shares
|
$4.1 Million
1.51% of portfolio
|
Q2 2025
Added 84.25%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
92,350
shares
|
$4.09 Million
0.22% of portfolio
|
Q3 2022
Reduced 52.26%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
91,296
shares
|
$4.04 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
91,245
shares
|
$4.04 Million
1.7% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Retirement Solution Inc.
|
Aug 07, 2025 Q2 2025 |
90,436
shares
|
$4 Million
2.5% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
88,950
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
88,812
shares
|
$3.93 Million
0.05% of portfolio
|
Q2 2025
Added 22.97%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
88,790
shares
|
$3.93 Million
0.61% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
85,354
shares
|
$3.78 Million
0.52% of portfolio
|
Q2 2025
Added 4.62%
|