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 548 institutions that hold shares in the stock, with a total of 150 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Nov 04, 2025 Q3 2025 |
84,991
shares
|
$3.91 Million
2.37% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
82,484
shares
|
$3.79 Million
1.94% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
81,991
shares
|
$3.77 Million
0.66% of portfolio
|
Q3 2025
Added 13.68%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
80,439
shares
|
$3.7 Million
1.37% of portfolio
|
Q3 2025
New holding
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
80,293
shares
|
$3.69 Million
1.74% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.65 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
79,196
shares
|
$3.64 Million
1.09% of portfolio
|
Q4 2025
Added 57.04%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
78,084
shares
|
$3.59 Million
1.25% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
76,037
shares
|
$3.49 Million
1.91% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
73,233
shares
|
$3.37 Million
0.72% of portfolio
|
Q3 2025
Added 16.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
72,509
shares
|
$3.33 Million
0.15% of portfolio
|
Q3 2025
Reduced 36.99%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
72,101
shares
|
$3.31 Million
2.39% of portfolio
|
Q2 2025
Added 38.91%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
71,531
shares
|
$3.29 Million
1.95% of portfolio
|
Q4 2025
Reduced 4.99%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
71,112
shares
|
$3.27 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
70,717
shares
|
$3.25 Million
1.51% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
70,687
shares
|
$3.25 Million
1.96% of portfolio
|
Q2 2025
Added 41.88%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
70,269
shares
|
$3.23 Million
2.36% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
67,922
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 91.65%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
66,072
shares
|
$3.04 Million
0.14% of portfolio
|
Q3 2025
Added 673.22%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
65,312
shares
|
$3 Million
0.4% of portfolio
|
Q4 2025
Added 1.3%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
64,955
shares
|
$2.98 Million
0.66% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
63,681
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
62,102
shares
|
$2.85 Million
1.4% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
62,074
shares
|
$2.85 Million
0.57% of portfolio
|
Q4 2025
Reduced 1.46%
|
|