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 |
|---|---|---|---|---|---|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$302,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
7,872
shares
|
$300,946
0.0% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
7,857
shares
|
$300,373
0.23% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
7,582
shares
|
$289,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
7,484
shares
|
$286,113
0.18% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
7,352
shares
|
$281,066
0.01% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
7,347
shares
|
$280,875
0.08% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
7,229
shares
|
$276,364
0.01% of portfolio
|
Q4 2024
Added 9.75%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
7,180
shares
|
$274,491
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
7,065
shares
|
$270,094
0.02% of portfolio
|
Q4 2024
Reduced 32.74%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
6,955
shares
|
$265,889
0.09% of portfolio
|
Q4 2024
Added 14.58%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
6,953
shares
|
$265,813
0.02% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
6,744
shares
|
$257,823
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
6,710
shares
|
$256,523
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Wealthstream Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,555
shares
|
$250,597
0.05% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
Feb 13, 2025 Q4 2024 |
6,545
shares
|
$250,215
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
6,493
shares
|
$248,227
0.03% of portfolio
|
Q1 2024
Reduced 11.52%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
6,291
shares
|
$240,504
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,222
shares
|
$237,867
0.09% of portfolio
|
Q3 2023
Reduced 21.01%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
6,136
shares
|
$234,579
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
6,133
shares
|
$234,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
6,072
shares
|
$232,132
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
6,054
shares
|
$231,444
0.03% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
6,047
shares
|
$231,176
0.02% of portfolio
|
Q4 2024
Reduced 7.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
5,960
shares
|
$227,850
0.03% of portfolio
|
Q1 2024
New holding
|