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 |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
23,275
shares
|
$889,803
0.53% of portfolio
|
Q1 2024
Added 3.6%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
22,225
shares
|
$849,661
0.1% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
22,076
shares
|
$843,965
0.03% of portfolio
|
Q4 2024
Added 93.21%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
21,912
shares
|
$837,695
0.32% of portfolio
|
Q4 2024
Added 10.86%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
21,851
shares
|
$835,363
0.3% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
Jan 17, 2025 Q4 2024 |
21,609
shares
|
$826,112
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
21,378
shares
|
$817,280
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
21,291
shares
|
$813,954
0.08% of portfolio
|
Q2 2024
Reduced 9.45%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
21,176
shares
|
$809,558
0.28% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
20,997
shares
|
$802,715
0.08% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
20,610
shares
|
$787,920
0.17% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
20,505
shares
|
$783,906
0.02% of portfolio
|
Q4 2024
Added 37.11%
|
|
|
Black Point Wealth Management
Naples, FL |
Jan 17, 2025 Q4 2024 |
20,329
shares
|
$777,177
0.95% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
20,095
shares
|
$768,231
0.17% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
20,079
shares
|
$767,620
0.04% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
19,614
shares
|
$749,843
0.41% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
19,545
shares
|
$747,205
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
19,461
shares
|
$743,994
0.34% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
19,111
shares
|
$730,613
0.11% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
18,839
shares
|
$720,214
0.11% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
18,533
shares
|
$708,516
1.64% of portfolio
|
Q4 2024
Reduced 74.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,425
shares
|
$704,387
0.01% of portfolio
|
Q4 2024
Added 133.85%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Jan 30, 2025 Q4 2024 |
17,970
shares
|
$686,993
0.32% of portfolio
|
Q4 2024
Added 107.03%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
17,827
shares
|
$681,526
0.45% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
17,822
shares
|
$681,335
0.08% of portfolio
|
Q4 2024
New holding
|