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 413 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $4.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,447
shares
|
$764,812
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
17,827
shares
|
$739,107
0.44% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
17,822
shares
|
$738,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
17,569
shares
|
$728,410
0.1% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
17,103
shares
|
$709,090
0.01% of portfolio
|
Q3 2024
Reduced 14.29%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
16,930
shares
|
$701,917
0.23% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
16,916
shares
|
$701,337
0.39% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
16,588
shares
|
$687,738
0.29% of portfolio
|
Q3 2024
Reduced 10.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,043
shares
|
$665,142
0.01% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,680
shares
|
$650,092
0.34% of portfolio
|
Q3 2024
Added 68.06%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
15,639
shares
|
$648,392
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
15,495
shares
|
$642,422
0.08% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
15,474
shares
|
$641,552
0.51% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
15,400
shares
|
$638,484
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,220
shares
|
$631,021
0.0% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
15,170
shares
|
$628,948
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
14,955
shares
|
$620,034
0.02% of portfolio
|
Q3 2024
Added 33.47%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
14,874
shares
|
$616,676
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
14,620
shares
|
$606,145
0.14% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,537
shares
|
$602,704
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
14,534
shares
|
$602,579
0.1% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,159
shares
|
$587,032
0.0% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
14,115
shares
|
$585,207
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
13,963
shares
|
$578,905
0.04% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
13,768
shares
|
$570,821
0.09% of portfolio
|
Q3 2024
Added 0.01%
|