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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
44,375
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
44,328
shares
|
$2.04 Million
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
42,517
shares
|
$1.95 Million
0.75% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
40,579
shares
|
$1.86 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
40,166
shares
|
$1.85 Million
1.07% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Oct 20, 2025 Q3 2025 |
39,729
shares
|
$1.83 Million
0.45% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
39,637
shares
|
$1.82 Million
0.67% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jan 06, 2026 Q4 2025 |
39,507
shares
|
$1.82 Million
0.83% of portfolio
|
Q4 2025
Added 6.44%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
39,450
shares
|
$1.81 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Oct 09, 2025 Q3 2025 |
39,123
shares
|
$1.8 Million
1.38% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
39,024
shares
|
$1.79 Million
1.41% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
38,774
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Reduced 78.79%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
37,765
shares
|
$1.74 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
37,639
shares
|
$1.73 Million
0.38% of portfolio
|
Q4 2025
Reduced 1.53%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
37,637
shares
|
$1.73 Million
0.28% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
37,225
shares
|
$1.71 Million
0.13% of portfolio
|
Q3 2025
Added 30.48%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
37,089
shares
|
$1.7 Million
0.58% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
37,070
shares
|
$1.7 Million
1.3% of portfolio
|
Q4 2025
Added 4.63%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
36,427
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
35,923
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
35,508
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
35,283
shares
|
$1.62 Million
0.4% of portfolio
|
Q3 2023
Added 14.12%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
35,145
shares
|
$1.61 Million
0.85% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 12, 2026 Q4 2025 |
34,764
shares
|
$1.6 Million
0.79% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
34,401
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.57%
|
|