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 604 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
110,880
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
110,511
shares
|
$3.46 Million
0.15% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
109,184
shares
|
$3.42 Million
0.02% of portfolio
|
Q2 2025
Added 13.18%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
106,932
shares
|
$3.35 Million
0.29% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
106,812
shares
|
$3.34 Million
0.04% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$3.32 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
104,040
shares
|
$3.26 Million
2.68% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Aug 07, 2025 Q2 2025 |
101,781
shares
|
$3.19 Million
0.83% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
97,414
shares
|
$3.05 Million
1.35% of portfolio
|
Q2 2025
Added 1052.83%
|
|
|
Level Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
97,391
shares
|
$3.05 Million
0.95% of portfolio
|
Q2 2025
Reduced 10.55%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 08, 2025 Q2 2025 |
96,981
shares
|
$3.04 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
96,748
shares
|
$3.03 Million
0.67% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
93,855
shares
|
$2.94 Million
0.74% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
93,684
shares
|
$2.93 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
93,258
shares
|
$2.92 Million
0.01% of portfolio
|
Q2 2025
Added 80.46%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
93,111
shares
|
$2.91 Million
1.35% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
92,586
shares
|
$2.9 Million
0.93% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
92,236
shares
|
$2.89 Million
1.03% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
91,717
shares
|
$2.87 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Jul 24, 2025 Q2 2025 |
91,049
shares
|
$2.85 Million
2.76% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
88,057
shares
|
$2.76 Million
1.06% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
87,525
shares
|
$2.74 Million
2.06% of portfolio
|
Q2 2025
Added 28.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
87,420
shares
|
$2.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.76%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
86,976
shares
|
$2.72 Million
1.33% of portfolio
|
Q2 2025
Added 18.68%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
85,772
shares
|
$2.68 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.49%
|