DFAU: Dimensional Etf Trust insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
603 institutions reported holding $9.00B of Dimensional Etf Trust on Form 13F (578 the quarter before). 42 opened a new position and 19 sold out. Shares held by institutions: +6%.
| Largest holders | Shares | Value |
|---|---|---|
| Sequoia Financial Advisors, LLC | 7,607,402 | $393.23M |
| RVW Wealth, LLC | 4,825,000 | $249.40M |
| OneDigital Investment Advisors LLC | 4,562,729 | $235.85M |
| Sageworth Trust Co | 4,443,421 | $229.68M |
| Annex Advisory Services, LLC | 4,358,982 | $225.32M |
| Allworth Financial LP | 3,941,811 | $203.75M |
| Aquire Wealth Advisors, LLC | 3,613,432 | $186.78M |
| Focus Partners Wealth | 3,539,244 | $182.94M |
| MAI Capital Management | 3,277,574 | $169.42M |
| MARS JEWETT FINANCIAL GROUP, INC. | 3,259,597 | $168.49M |
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