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 483 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 $83.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
208,062
shares
|
$7.95 Million
3.94% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
205,088
shares
|
$7.84 Million
0.03% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
204,845
shares
|
$7.83 Million
4.67% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
202,772
shares
|
$7.75 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
199,857
shares
|
$7.64 Million
4.4% of portfolio
|
Q1 2023
Added 25.13%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
199,701
shares
|
$7.63 Million
1.68% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
199,112
shares
|
$7.61 Million
5.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
198,507
shares
|
$7.59 Million
2.21% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
198,428
shares
|
$7.59 Million
0.29% of portfolio
|
Q4 2024
Reduced 35.53%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
198,232
shares
|
$7.58 Million
0.62% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
189,391
shares
|
$7.24 Million
2.94% of portfolio
|
Q4 2024
Added 71.55%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
187,579
shares
|
$7.17 Million
2.64% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
186,040
shares
|
$7.11 Million
2.69% of portfolio
|
Q4 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
184,611
shares
|
$7.06 Million
4.76% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
179,556
shares
|
$6.86 Million
1.75% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
175,288
shares
|
$6.7 Million
0.04% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
174,870
shares
|
$6.69 Million
0.84% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
174,110
shares
|
$6.66 Million
3.9% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
173,940
shares
|
$6.65 Million
0.08% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
173,476
shares
|
$6.63 Million
0.75% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
172,124
shares
|
$6.58 Million
6.8% of portfolio
|
Q4 2024
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
169,010
shares
|
$6.46 Million
2.61% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
168,812
shares
|
$6.45 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
160,835
shares
|
$6.15 Million
3.38% of portfolio
|
Q4 2024
Added 27.6%
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
159,439
shares
|
$6.1 Million
5.79% of portfolio
|
Q4 2024
New holding
|