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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
813,543
shares
|
$37.4 Million
6.8% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
811,941
shares
|
$37.3 Million
7.73% of portfolio
|
Q3 2025
Added 6.57%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
808,974
shares
|
$37.2 Million
22.01% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
803,942
shares
|
$36.9 Million
12.95% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
794,766
shares
|
$36.5 Million
1.17% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
787,466
shares
|
$36.2 Million
21.42% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
748,181
shares
|
$34.4 Million
13.36% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
729,649
shares
|
$33.5 Million
10.94% of portfolio
|
Q3 2025
Added 11.62%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
727,979
shares
|
$33.5 Million
9.64% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
719,182
shares
|
$33 Million
0.01% of portfolio
|
Q3 2025
Added 66.24%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
692,046
shares
|
$31.8 Million
0.02% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Oct 23, 2025 Q3 2025 |
663,198
shares
|
$30.5 Million
18.55% of portfolio
|
Q3 2025
Reduced 9.52%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
659,467
shares
|
$30.3 Million
8.69% of portfolio
|
Q3 2025
Added 5.41%
|
|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
Jan 12, 2026 Q4 2025 |
656,918
shares
|
$30.2 Million
13.04% of portfolio
|
Q4 2025
Added 1.34%
|
|
|
Act Advisors, Llc.
|
Jan 14, 2026 Q4 2025 |
656,210
shares
|
$30.2 Million
12.3% of portfolio
|
Q4 2025
Added 5.93%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
655,912
shares
|
$30.1 Million
1.24% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
650,317
shares
|
$29.9 Million
3.61% of portfolio
|
Q4 2025
Added 34.47%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
635,040
shares
|
$29.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 07, 2025 Q3 2025 |
631,695
shares
|
$29 Million
6.29% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
625,919
shares
|
$28.8 Million
15.51% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
623,534
shares
|
$28.7 Million
16.08% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
621,615
shares
|
$28.6 Million
3.51% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
613,195
shares
|
$28.2 Million
0.11% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
589,523
shares
|
$27.1 Million
23.69% of portfolio
|
Q3 2025
Added 1.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
581,952
shares
|
$26.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.26%
|
|