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 549 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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
18,152
shares
|
$834,084
0.1% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
17,827
shares
|
$819,150
0.4% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,761
shares
|
$816,117
0.0% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
17,741
shares
|
$815,198
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
17,546
shares
|
$806,238
0.28% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
17,359
shares
|
$797,646
0.06% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
17,095
shares
|
$785,515
0.42% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
17,035
shares
|
$782,758
0.38% of portfolio
|
Q3 2025
Reduced 19.49%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
16,930
shares
|
$777,933
0.22% of portfolio
|
Q1 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,889
shares
|
$776,049
0.0% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
16,268
shares
|
$747,514
0.14% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
16,150
shares
|
$742,092
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
16,037
shares
|
$736,900
0.34% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
15,405
shares
|
$707,859
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
15,220
shares
|
$699,359
0.0% of portfolio
|
Q3 2023
Reduced 10.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
15,026
shares
|
$690,444
0.13% of portfolio
|
Q3 2025
Added 66.31%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
14,849
shares
|
$682,311
0.44% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
14,228
shares
|
$653,776
0.41% of portfolio
|
Q4 2024
Reduced 49.12%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
14,058
shares
|
$645,965
0.17% of portfolio
|
Q4 2025
Reduced 42.43%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
14,014
shares
|
$643,943
0.17% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
13,679
shares
|
$628,550
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
13,419
shares
|
$616,603
0.04% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
13,233
shares
|
$608,056
0.35% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
13,131
shares
|
$603,369
0.05% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
13,106
shares
|
$602,220
0.22% of portfolio
|
Q4 2022
Reduced 19.95%
|
|