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 |
|---|---|---|---|---|---|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Mar 03, 2025 Q4 2024 |
34,342
shares
|
$1.31 Million
1.01% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
34,243
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
33,987
shares
|
$1.3 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jan 29, 2025 Q4 2024 |
33,903
shares
|
$1.3 Million
1.02% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
33,588
shares
|
$1.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
33,515
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
33,254
shares
|
$1.27 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
32,818
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Added 48.03%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
32,774
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
31,911
shares
|
$1.22 Million
0.71% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2025 Q4 2024 |
31,774
shares
|
$1.21 Million
0.71% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
30,219
shares
|
$1.16 Million
0.54% of portfolio
|
Q4 2024
Reduced 16.02%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,882
shares
|
$1.14 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
29,447
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
29,194
shares
|
$1.12 Million
0.26% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
28,727
shares
|
$1.1 Million
0.1% of portfolio
|
Q2 2024
Added 6077.85%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
28,635
shares
|
$1.09 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
27,422
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.05 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
26,665
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
26,593
shares
|
$1.02 Million
0.24% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
25,897
shares
|
$990,042
0.05% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
23,956
shares
|
$915,837
0.12% of portfolio
|
Q4 2023
Reduced 7.68%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
23,918
shares
|
$914,385
0.66% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
23,537
shares
|
$899,819
0.0% of portfolio
|
Q4 2024
Added 27.59%
|