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 |
|---|---|---|---|---|---|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
61,516
shares
|
$2.83 Million
0.7% of portfolio
|
Q3 2025
Reduced 17.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
59,955
shares
|
$2.75 Million
0.22% of portfolio
|
Q3 2025
Added 88.67%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2025 Q3 2025 |
58,932
shares
|
$2.71 Million
0.15% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
58,767
shares
|
$2.7 Million
1.26% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
58,035
shares
|
$2.67 Million
0.49% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
57,867
shares
|
$2.66 Million
1.92% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
57,419
shares
|
$2.64 Million
0.37% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
56,550
shares
|
$2.6 Million
0.23% of portfolio
|
Q4 2025
Reduced 1.22%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
56,332
shares
|
$2.59 Million
0.05% of portfolio
|
Q4 2023
Added 4.2%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
55,931
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
55,251
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
54,627
shares
|
$2.51 Million
0.02% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
53,298
shares
|
$2.45 Million
0.41% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
52,598
shares
|
$2.42 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
52,543
shares
|
$2.41 Million
1.51% of portfolio
|
Q3 2025
Added 17.63%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
52,499
shares
|
$2.41 Million
1.06% of portfolio
|
Q4 2025
Reduced 7.65%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
52,164
shares
|
$2.4 Million
0.62% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
51,628
shares
|
$2.37 Million
0.74% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
51,072
shares
|
$2.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Verisail Partners, LLC
Chamblee, GA |
Oct 09, 2025 Q3 2025 |
48,538
shares
|
$2.23 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
48,313
shares
|
$2.22 Million
0.85% of portfolio
|
Q2 2023
Reduced 1.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
47,739
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Added 124.16%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
46,000
shares
|
$2.11 Million
0.51% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
45,461
shares
|
$2.09 Million
0.85% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
44,753
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Added 20.91%
|
|