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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
10,940
shares
|
$502,693
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
10,882
shares
|
$500,027
0.05% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
10,769
shares
|
$494,835
0.21% of portfolio
|
Q4 2025
Reduced 0.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,764
shares
|
$494,605
0.0% of portfolio
|
Q2 2025
Added 26.01%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
10,659
shares
|
$489,781
0.18% of portfolio
|
Q4 2025
Reduced 10.79%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
10,614
shares
|
$487,713
0.2% of portfolio
|
Q3 2025
Reduced 16.62%
|
|
|
Compass Advisory Group LLC
|
Nov 06, 2025 Q3 2025 |
10,605
shares
|
$487,299
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,542
shares
|
$484,404
0.01% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
10,514
shares
|
$483,118
0.21% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,448
shares
|
$480,085
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
10,403
shares
|
$478,017
0.11% of portfolio
|
Q2 2025
Added 6.27%
|
|
|
Dixon Fnancial Services, Inc.
|
Jan 15, 2026 Q4 2025 |
10,379
shares
|
$476,915
0.22% of portfolio
|
Q4 2025
Added 3.83%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
10,100
shares
|
$464,095
0.08% of portfolio
|
Q1 2023
Added 5.21%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
9,978
shares
|
$458,489
0.13% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
9,968
shares
|
$458,029
0.0% of portfolio
|
Q3 2025
Added 212.18%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
9,878
shares
|
$453,894
0.12% of portfolio
|
Q3 2025
Reduced 32.46%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
9,860
shares
|
$453,067
0.06% of portfolio
|
Q4 2024
Added 11.92%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
9,848
shares
|
$452,515
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
9,766
shares
|
$448,747
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
9,671
shares
|
$444,382
0.2% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Gordian Advisors LLC
Tucson, AZ |
Oct 31, 2025 Q3 2025 |
9,499
shares
|
$436,479
0.29% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,305
shares
|
$427,564
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
9,208
shares
|
$423,107
0.12% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
9,193
shares
|
$422,418
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
9,004
shares
|
$413,733
0.05% of portfolio
|
Q3 2025
Reduced 9.27%
|
|