Institutional Ownership Dimensional ETF Tr (DFAE)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAE). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
15,544,324
shares
|
$414 Million
2.64% of portfolio
|
Q4 2024
Added 6263.9%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
12,668,769
shares
|
$338 Million
1.22% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,944,939
shares
|
$238 Million
2.96% of portfolio
|
Q4 2024
Added 45.79%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,280,064
shares
|
$141 Million
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,583,599
shares
|
$122 Million
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,553,632
shares
|
$94.7 Million
3.58% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,413,922
shares
|
$91 Million
0.15% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
3,086,900
shares
|
$82.3 Million
0.86% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,530,427
shares
|
$67.5 Million
0.65% of portfolio
|
Q4 2024
Added 11.01%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
2,463,057
shares
|
$65.7 Million
6.67% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,419,945
shares
|
$64.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,175,806
shares
|
$58 Million
0.08% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$57.9 Million
5.22% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,869,821
shares
|
$49.8 Million
1.02% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Millburn Ridgefield Corp
|
Feb 04, 2025 Q4 2024 |
1,869,821
shares
|
$49.8 Million
1.19% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,820,815
shares
|
$48.5 Million
5.73% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,618,182
shares
|
$43.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,511,576
shares
|
$40.3 Million
4.73% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,430,900
shares
|
$38.1 Million
3.05% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,386,580
shares
|
$37 Million
0.01% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,336,359
shares
|
$35.6 Million
0.94% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,300,312
shares
|
$34.7 Million
0.03% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,282,333
shares
|
$34.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
1,238,065
shares
|
$33 Million
0.03% of portfolio
|
Q4 2024
Added 3933.05%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,191,617
shares
|
$31.8 Million
9.36% of portfolio
|
Q4 2024
Added 5.48%
|