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 479 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 $90.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,282
shares
|
$218,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,210
shares
|
$215,120
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
5,189
shares
|
$214,253
0.11% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
5,168
shares
|
$213,386
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
5,149
shares
|
$212,602
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
5,008
shares
|
$206,780
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
4,835
shares
|
$199,637
0.14% of portfolio
|
Q4 2023
Added 0.39%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
4,625
shares
|
$190,966
0.0% of portfolio
|
Q4 2024
Added 71.42%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$189,934
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
3,831
shares
|
$158,181
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,784
shares
|
$156,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
3,581
shares
|
$147,859
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,235
shares
|
$133,573
0.04% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,633
shares
|
$108,716
0.0% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
2,570
shares
|
$106,115
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,557
shares
|
$105,578
0.0% of portfolio
|
Q4 2024
Reduced 15.05%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Feb 11, 2025 Q4 2024 |
2,511
shares
|
$103,679
0.09% of portfolio
|
Q3 2024
Reduced 17.83%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2,350
shares
|
$97,031
0.04% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,208
shares
|
$91,168
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,000
shares
|
$82,580
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
1,965
shares
|
$81,134
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,945
shares
|
$80,309
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
1,699
shares
|
$70,151
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
1,646
shares
|
$67,963
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,629
shares
|
$67,261
0.0% of portfolio
|
Q4 2024
Added 96.27%
|