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 483 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 $83.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
61,309
shares
|
$2.34 Million
1.32% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
58,287
shares
|
$2.23 Million
1.01% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
56,332
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
56,089
shares
|
$2.14 Million
1.21% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
55,983
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 285.11%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
54,994
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
54,589
shares
|
$2.09 Million
0.54% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
53,981
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
53,867
shares
|
$2.06 Million
1.14% of portfolio
|
Q4 2024
Added 10.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
53,404
shares
|
$2.04 Million
0.3% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
53,310
shares
|
$2.04 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
53,153
shares
|
$2.03 Million
0.97% of portfolio
|
Q4 2024
Added 34.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
53,050
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Added 20.54%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
52,937
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
52,871
shares
|
$2.02 Million
1.19% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
52,256
shares
|
$2 Million
0.46% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
51,903
shares
|
$1.98 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
51,839
shares
|
$1.98 Million
1.57% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
51,721
shares
|
$1.98 Million
0.88% of portfolio
|
Q4 2024
Added 44.5%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
51,534
shares
|
$1.97 Million
1.47% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
51,087
shares
|
$1.95 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
50,735
shares
|
$1.94 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
49,139
shares
|
$1.88 Million
0.65% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
48,795
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
48,780
shares
|
$1.86 Million
0.38% of portfolio
|
Q4 2024
New holding
|