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 |
|---|---|---|---|---|---|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Nov 04, 2025 Q3 2025 |
34,279
shares
|
$1.58 Million
1.12% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
34,233
shares
|
$1.57 Million
1.32% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
33,823
shares
|
$1.55 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
33,487
shares
|
$1.54 Million
0.39% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Kaufman Rossin Wealth, LLC
Miami, FL |
Jan 14, 2026 Q4 2025 |
32,810
shares
|
$1.51 Million
0.8% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
32,562
shares
|
$1.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
32,029
shares
|
$1.47 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Dec 17, 2025 Q3 2025 |
31,568
shares
|
$1.45 Million
0.65% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
30,974
shares
|
$1.42 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
30,328
shares
|
$1.39 Million
0.9% of portfolio
|
Q3 2025
New holding
|
|
|
Auxano Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
30,143
shares
|
$1.39 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
29,226
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2025
Added 88.6%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
27,721
shares
|
$1.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
27,416
shares
|
$1.26 Million
1.03% of portfolio
|
Q4 2022
Added 32.12%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
27,361
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
27,252
shares
|
$1.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
26,850
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Added 25.16%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
26,795
shares
|
$1.23 Million
0.45% of portfolio
|
Q3 2025
Added 100.8%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,413
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
26,160
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
26,084
shares
|
$1.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
26,054
shares
|
$1.2 Million
0.5% of portfolio
|
Q2 2025
Added 205.48%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
25,738
shares
|
$1.18 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
25,067
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
24,900
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 5.06%
|
|