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 |
|---|---|---|---|---|---|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
86,654
shares
|
$3.31 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
86,187
shares
|
$3.29 Million
2.96% of portfolio
|
Q4 2024
Added 16.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
85,280
shares
|
$3.26 Million
0.23% of portfolio
|
Q4 2022
Added 81.33%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
82,911
shares
|
$3.17 Million
0.41% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
81,050
shares
|
$3.1 Million
0.52% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
79,462
shares
|
$3.04 Million
0.94% of portfolio
|
Q1 2023
Added 1.25%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
78,588
shares
|
$3 Million
0.82% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
78,084
shares
|
$2.99 Million
1.25% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
77,681
shares
|
$2.97 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
75,604
shares
|
$2.89 Million
1.42% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
74,918
shares
|
$2.86 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
74,904
shares
|
$2.86 Million
2.09% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
73,156
shares
|
$2.8 Million
1.98% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
72,477
shares
|
$2.77 Million
0.08% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
72,465
shares
|
$2.77 Million
1.47% of portfolio
|
Q4 2024
Reduced 7.29%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
72,455
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Reduced 27.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
72,011
shares
|
$2.75 Million
0.07% of portfolio
|
Q4 2024
Added 180.2%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
71,926
shares
|
$2.75 Million
0.45% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
70,342
shares
|
$2.69 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
67,897
shares
|
$2.6 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
67,657
shares
|
$2.59 Million
1.65% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
67,473
shares
|
$2.58 Million
1.09% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
66,641
shares
|
$2.55 Million
0.5% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
65,375
shares
|
$2.5 Million
0.45% of portfolio
|
Q4 2024
Added 38.97%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
63,072
shares
|
$2.41 Million
0.85% of portfolio
|
Q4 2024
New holding
|