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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
571,662
shares
|
$26.3 Million
0.04% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
565,975
shares
|
$26 Million
14.81% of portfolio
|
Q4 2025
Added 1.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
554,421
shares
|
$25.5 Million
10.42% of portfolio
|
Q4 2025
Added 6.46%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
552,181
shares
|
$25.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 53.21%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
548,527
shares
|
$25.2 Million
0.16% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Oct 29, 2025 Q3 2025 |
539,299
shares
|
$24.8 Million
5.68% of portfolio
|
Q3 2025
Added 11.98%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
539,200
shares
|
$24.8 Million
4.03% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
536,348
shares
|
$24.6 Million
3.71% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
521,724
shares
|
$24 Million
6.57% of portfolio
|
Q3 2025
Added 24.14%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
521,207
shares
|
$23.9 Million
9.41% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
514,363
shares
|
$23.6 Million
0.21% of portfolio
|
Q3 2025
Added 176.92%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
510,893
shares
|
$23.5 Million
9.91% of portfolio
|
Q3 2025
Added 3.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
510,465
shares
|
$23.5 Million
0.0% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
504,608
shares
|
$23.2 Million
1.76% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
478,451
shares
|
$22 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
470,728
shares
|
$21.6 Million
1.24% of portfolio
|
Q4 2025
Added 2.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
463,009
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.16%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
458,542
shares
|
$21.1 Million
1.76% of portfolio
|
Q3 2025
New holding
|
|
|
Claris Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
456,829
shares
|
$21 Million
7.46% of portfolio
|
Q2 2025
Added 328.18%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
421,672
shares
|
$19.4 Million
0.94% of portfolio
|
Q4 2025
Reduced 3.92%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
412,074
shares
|
$18.9 Million
9.7% of portfolio
|
Q3 2025
Added 14.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
399,499
shares
|
$18.4 Million
0.39% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
388,945
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
387,508
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2025
Added 94.82%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
383,323
shares
|
$17.6 Million
2.71% of portfolio
|
Q3 2025
Reduced 5.82%
|
|