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 423 institutions that hold shares in the stock, with a total of 119 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Systems Of Alabama
|
Apr 30, 2024 Q1 2024 |
12,668,769
shares
|
$321 Million
1.22% of portfolio
|
Q3 2023
Added 2870.4%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
5,116,238
shares
|
$129 Million
0.03% of portfolio
|
Q1 2024
Added 3.01%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
4,326,013
shares
|
$109 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,899,583
shares
|
$98.7 Million
0.01% of portfolio
|
Q1 2024
Added 14.28%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
3,660,616
shares
|
$92.7 Million
0.26% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,987,923
shares
|
$75.6 Million
0.15% of portfolio
|
Q1 2024
Added 4.29%
|
|
Cable Hill Partners, LLC
Portland, OR |
Apr 29, 2024 Q1 2024 |
2,587,914
shares
|
$65.5 Million
9.53% of portfolio
|
Q4 2023
Added 6.15%
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
2,064,259
shares
|
$52.2 Million
5.74% of portfolio
|
Q1 2024
Added 14.22%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
1,931,336
shares
|
$48.9 Million
0.08% of portfolio
|
Q1 2024
Added 7.7%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
1,778,007
shares
|
$45 Million
1.07% of portfolio
|
Q1 2024
Added 11.54%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
1,778,007
shares
|
$45 Million
1.22% of portfolio
|
Q1 2024
Added 11.54%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,650,122
shares
|
$41.8 Million
0.05% of portfolio
|
Q1 2024
Reduced 6.23%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
1,573,081
shares
|
$39.8 Million
1.03% of portfolio
|
Q1 2024
Added 13.45%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
1,538,886
shares
|
$38.9 Million
0.05% of portfolio
|
Q1 2024
Added 174.66%
|
|
Falcon Wealth Planning
|
Apr 15, 2024 Q1 2024 |
1,470,022
shares
|
$37.2 Million
5.76% of portfolio
|
Q1 2024
Added 8.52%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,468,187
shares
|
$37.2 Million
0.02% of portfolio
|
Q1 2024
Added 41.0%
|
|
True Link Financial Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
1,431,811
shares
|
$36.2 Million
3.4% of portfolio
|
Q1 2024
Added 4.0%
|
|
Evoke Wealth, LLC
|
May 15, 2024 Q1 2024 |
1,207,416
shares
|
$30.6 Million
0.89% of portfolio
|
Q1 2024
Reduced 0.47%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
1,148,748
shares
|
$29.1 Million
0.42% of portfolio
|
Q1 2024
Added 3.78%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
1,148,674
shares
|
$29.1 Million
0.14% of portfolio
|
Q1 2024
Added 14.65%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$27.7 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,053,779
shares
|
$26.7 Million
0.07% of portfolio
|
Q1 2024
Added 56.61%
|
|
Aquire Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
1,013,074
shares
|
$25.6 Million
8.75% of portfolio
|
Q1 2024
Added 4.84%
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
999,173
shares
|
$25.3 Million
5.86% of portfolio
|
Q1 2024
Added 120.18%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
996,764
shares
|
$25.2 Million
0.28% of portfolio
|
Q1 2024
Added 4.56%
|