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 |
|---|---|---|---|---|---|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
1,069
shares
|
$49,120
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,050
shares
|
$48,247
0.03% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
801
shares
|
$36,805
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
770
shares
|
$35,381
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
509
shares
|
$23,388
0.01% of portfolio
|
Q4 2024
Reduced 48.64%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
431
shares
|
$19,804
0.0% of portfolio
|
Q4 2023
Reduced 2.71%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
415
shares
|
$19,069
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
389
shares
|
$17,874
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
370
shares
|
$17,001
0.0% of portfolio
|
Q2 2025
Reduced 48.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
230
shares
|
$10,568
0.0% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
220
shares
|
$10,109
0.0% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Nov 06, 2025 Q3 2025 |
162
shares
|
$7,443
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
150
shares
|
$6,892
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
137
shares
|
$6,295
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
114
shares
|
$5,238
0.0% of portfolio
|
Q2 2025
Reduced 98.63%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
106
shares
|
$4,870
0.0% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
101
shares
|
$4,640
0.0% of portfolio
|
Q3 2024
Added 10000.0%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
92
shares
|
$4,227
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
82
shares
|
$3,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
67
shares
|
$3,078
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
60
shares
|
$2,757
0.0% of portfolio
|
Q4 2025
Reduced 39.39%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
50
shares
|
$2,297
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
5
shares
|
$229
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|