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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
148,243
shares
|
$6.81 Million
0.42% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Croban
Fremont, OH |
Oct 20, 2025 Q3 2025 |
146,618
shares
|
$6.74 Million
4.47% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
146,505
shares
|
$6.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
144,682
shares
|
$6.65 Million
3.06% of portfolio
|
Q4 2025
Added 4.96%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
143,799
shares
|
$6.61 Million
4.61% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
140,471
shares
|
$6.45 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
137,683
shares
|
$6.33 Million
3.64% of portfolio
|
Q4 2025
Reduced 15.77%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
135,483
shares
|
$6.23 Million
3.26% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
130,940
shares
|
$6.02 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
129,642
shares
|
$5.96 Million
1.47% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
128,037
shares
|
$5.88 Million
2.58% of portfolio
|
Q4 2025
Added 2.94%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
127,895
shares
|
$5.88 Million
0.04% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
127,393
shares
|
$5.85 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
127,265
shares
|
$5.85 Million
0.7% of portfolio
|
Q2 2025
Added 23.85%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
126,518
shares
|
$5.81 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
124,568
shares
|
$5.72 Million
3.1% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
123,838
shares
|
$5.69 Million
1.59% of portfolio
|
Q3 2025
Added 9.42%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
122,772
shares
|
$5.64 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
121,855
shares
|
$5.6 Million
0.16% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
121,603
shares
|
$5.59 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
121,583
shares
|
$5.59 Million
0.21% of portfolio
|
Q3 2022
Reduced 87.1%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
118,496
shares
|
$5.44 Million
1.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
113,705
shares
|
$5.22 Million
1.13% of portfolio
|
Q3 2025
Added 13.98%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
112,983
shares
|
$5.19 Million
0.56% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
112,775
shares
|
$5.18 Million
2.05% of portfolio
|
Q3 2025
Added 18.1%
|
|