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 574 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
12,668,769
shares
|
$376 Million
1.3% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,129,964
shares
|
$360 Million
3.78% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,135,145
shares
|
$182 Million
0.03% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,729,474
shares
|
$140 Million
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,764,583
shares
|
$112 Million
0.17% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,613,675
shares
|
$107 Million
3.74% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Apr 17, 2025 Q1 2025 |
3,086,900
shares
|
$91.6 Million
0.94% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,597,661
shares
|
$77.1 Million
0.41% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,519,591
shares
|
$74.8 Million
6.75% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,296,008
shares
|
$68.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$64.5 Million
5.22% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
2,078,756
shares
|
$61.7 Million
5.74% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
1,964,910
shares
|
$58.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
1,964,116
shares
|
$58.3 Million
1.24% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
1,964,116
shares
|
$58.3 Million
1.05% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,929,590
shares
|
$57.3 Million
0.07% of portfolio
|
Q1 2025
Added 176.45%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,684,331
shares
|
$50 Million
5.48% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,649,675
shares
|
$49 Million
3.19% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,598,619
shares
|
$47.4 Million
1.08% of portfolio
|
Q1 2025
Added 19.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,576,314
shares
|
$46.8 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,509,084
shares
|
$44.8 Million
3.27% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,496,613
shares
|
$44.4 Million
0.03% of portfolio
|
Q1 2025
Added 15.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,473,346
shares
|
$43.7 Million
0.01% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
1,300,303
shares
|
$38.6 Million
0.08% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,241,762
shares
|
$36.9 Million
0.06% of portfolio
|
Q2 2025
Added 2.41%
|