DF
DFAU
DIMENSIONAL ETF TRUST
$51.30
+0.57%
No data for this timeframe.
Vol
Inst. Holders46 funds
Inst. Value$737.4M
Inst. Activity7 buys / 3 sells
SEC Reports1
Prev Close $51.01
Recent Activity
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
INST-CLUSTER — Impact 6/10
Inst.
Baird Financial Group, Inc. — ADD
643,823 shares ($29.0M)
Inst.
ENVESTNET ASSET MANAGEMENT INC — ADD
630,630 shares ($28.5M)
May 25, 2026
dark_pool
Dark Pool: DFAU — 0.2M shares, 840 trades
Week starting 2026-05-25. Total ATS volume: 196,004 shares across 840 trades.
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| Allworth Financial LP | $179.2M | — |
| Beacon Pointe Advisors, LLC | $126.4M | DOUBLED |
| HB Wealth Management, LLC | $57.7M | — |
| COMMONWEALTH EQUITY SERVICES, LLC | $54.5M | — |
| Mariner, LLC | $53.3M | — |
46 institutional holders with $737.4M total value (16,357,517 shares) as of 2026-Q1. Top holders: Allworth, Beacon, HB. Net buying activity: 7 institutions added/increased vs 3 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | Allworth Financial LP | 3,971,781 | $179.2M | 24.3% | — |
| 2 | Beacon Pointe Advisors, LLC | 2,801,353 | $126.4M | 17.1% | DOUBLED +418.8% |
| 3 | HB Wealth Management, LLC | 1,278,772 | $57.7M | 7.8% | — |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 1,207,861 | $54.5M | 7.4% | — |
| 5 | Mariner, LLC | 1,181,696 | $53.3M | 7.2% | — |
| 6 | EP Wealth Advisors, LLC | 904,653 | $40.8M | 5.5% | ADD +26.0% |
| 7 | Baird Financial Group, Inc. | 643,823 | $29.0M | 3.9% | ADD +40.9% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 630,630 | $28.5M | 3.9% | ADD +25.0% |
| 9 | BANK OF AMERICA CORP /DE/ | 568,101 | $25.6M | 3.5% | — |
| 10 | STIFEL FINANCIAL CORP | 562,616 | $25.4M | 3.4% | — |
| 11 | Lido Advisors, LLC | 358,487 | $16.2M | 2.2% | NEW |
| 12 | ROYAL BANK OF CANADA | 295,928 | $13.4M | 1.8% | ADD +49.5% |
| 13 | ASSETMARK, INC | 286,622 | $12.9M | 1.8% | TRIM -29.0% |
| 14 | RAYMOND JAMES FINANCIAL INC | 284,758 | $12.8M | 1.7% | — |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 230,291 | $10.5M | 1.4% | NEAR_EXIT -89.5% |
| 16 | Cerity Partners LLC | 188,177 | $8.5M | 1.2% | — |
| 17 | D.A. DAVIDSON & CO. | 130,945 | $5.9M | 0.8% | — |
| 18 | Concurrent Investment Advisors, LLC | 118,564 | $5.3M | 0.7% | ADD +49.0% |
| 19 | Rockefeller Capital Management L.P. | 116,101 | $5.2M | 0.7% | ADD +76.1% |
| 20 | Waverly Advisors, LLC | 109,700 | $4.9M | 0.7% | DOUBLED +137.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Baird Financial Group, Inc. | ADD | 456,826 | 643,823 | +40.9% | $29.0M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | ADD | 504,456 | 630,630 | +25.0% | $28.5M | 2026-Q1 |
| Lido Advisors, LLC | NEW | — | 358,487 | — | $16.2M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | NEAR_EXIT | 2,191,192 | 230,291 | -89.5% | $10.5M | 2026-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 79,560 | 118,564 | +49.0% | $5.3M | 2026-Q1 |
| Orion Porfolio Solutions, LLC | TRIM | 181,755 | 56,317 | -69.0% | $2.5M | 2026-Q1 |
| HighTower Advisors, LLC | TRIM | 101,715 | 55,289 | -45.6% | $2.5M | 2026-Q1 |
| Wealthfront Advisers LLC | ADD | 20,865 | 29,057 | +39.3% | $1.3M | 2026-Q1 |
| Merit Financial Group, LLC | ADD | 16,496 | 22,655 | +37.3% | $1.0M | 2026-Q1 |
| BlackRock, Inc. | DOUBLED | 2,208 | 5,149 | +133.2% | $232.3K | 2026-Q1 |
| Beacon Pointe Advisors, LLC | DOUBLED | 514,363 | 2,668,454 | +418.8% | $124.9M | 2025-Q4 |
| Concurrent Investment Advisors, LLC | ADD | 47,739 | 79,560 | +66.7% | $3.7M | 2025-Q4 |
| MORGAN STANLEY | ADD | 44,753 | 59,296 | +32.5% | $2.8M | 2025-Q4 |
| Merit Financial Group, LLC | TRIM | 29,226 | 16,496 | -43.6% | $772.0K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 24,900 | 16,400 | -34.1% | $767.5K | 2025-Q4 |
| EXCHANGE TRADED CONCEPTS, LLC | TRIM | 99 | 60 | -39.4% | $2.8K | 2025-Q4 |
| CWM, LLC | ADD | 16,889 | 23,002 | +36.2% | $1.1K | 2025-Q4 |
| UBS Group AG | ADD | 432,609 | 719,182 | +66.2% | $32.9M | 2025-Q3 |
| Beacon Pointe Advisors, LLC | DOUBLED | 185,741 | 514,363 | +176.9% | $23.5M | 2025-Q3 |
| Baird Financial Group, Inc. | ADD | 198,905 | 387,508 | +94.8% | $17.7M | 2025-Q3 |
| Concurrent Investment Advisors, LLC | DOUBLED | 21,297 | 47,739 | +124.2% | $2.2M | 2025-Q3 |
| Merit Financial Group, LLC | ADD | 15,496 | 29,226 | +88.6% | $1.3M | 2025-Q3 |
| FMR LLC | ADD | 11,700 | 20,629 | +76.3% | $944.0K | 2025-Q3 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | DOUBLED | 2,480 | 20,020 | +707.3% | $916.1K | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 422 | 12,469 | +2854.7% | $570.6K | 2025-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 6.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
No analyst rating data available yet. Consensus ratings and individual firm actions are collected periodically from financial data providers.
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 25, 2026
dark_pool
Dark Pool: DFAU — 0.2M shares, 840 trades
Week starting 2026-05-25. Total ATS volume: 196,004 shares across 840 trades.
May 18, 2026
dark_pool
Dark Pool: DFAU — 0.2M shares, 1,077 trades
Week starting 2026-05-18. Total ATS volume: 184,092 shares across 1,077 trades.
May 15, 2026
short_volume
Short Volume: DFAU — 76.9% short (0.5M / 0.6M)
Short: 474,041 | Exempt: 0 | TRF Vol: 616,452 | Short Ratio: 76.9% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_interest
FTD: DFAU — 11,538 shares ($0.6M) failed to deliver
Settlement: 20260514, Price: $50.96, FTD Value: $587,976.48, DIMENSIONAL ETF TR
May 13, 2026
short_interest
FTD: DFAU — 10,964 shares ($0.6M) failed to deliver
Settlement: 20260513, Price: $50.70, FTD Value: $555,874.8, DIMENSIONAL ETF TR
May 12, 2026
short_interest
FTD: DFAU — 10,601 shares ($0.5M) failed to deliver
Settlement: 20260512, Price: $50.82, FTD Value: $538,742.82, DIMENSIONAL ETF TR
May 11, 2026
dark_pool
Dark Pool: DFAU — 0.3M shares, 1,219 trades
Week starting 2026-05-11. Total ATS volume: 272,652 shares across 1,219 trades.
May 6, 2026
short_volume
Short Volume: DFAU — 82.0% short (0.5M / 0.5M)
Short: 450,414 | Exempt: 0 | TRF Vol: 549,172 | Short Ratio: 82.0% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: DFAU — 0.3M shares, 1,702 trades
Week starting 2026-05-04. Total ATS volume: 319,290 shares across 1,702 trades.
Apr 29, 2026
short_volume
Short Volume: DFAU — 89.8% short (0.9M / 1.0M)
Short: 917,388 | Exempt: 0 | TRF Vol: 1,021,593 | Short Ratio: 89.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: DFAU — 0.2M shares, 1,209 trades
Week starting 2026-04-27. Total ATS volume: 218,731 shares across 1,209 trades.
Apr 27, 2026
short_volume
Short Volume: DFAU — 81.5% short (0.5M / 0.6M)
Short: 460,432 | Exempt: 1,460 | TRF Vol: 564,878 | Short Ratio: 81.5% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: DFAU — 63.7% short (0.4M / 0.6M)
Short: 367,488 | Exempt: 752 | TRF Vol: 576,685 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: DFAU — 68.1% short (0.4M / 0.7M)
Short: 444,843 | Exempt: 0 | TRF Vol: 653,200 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: DFAU — 0.5M shares, 2,237 trades
Week starting 2026-04-20. Total ATS volume: 486,256 shares across 2,237 trades.