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 575 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
82,941
shares
|
$2.46 Million
0.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
82,799
shares
|
$2.46 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
82,044
shares
|
$2.44 Million
2.44% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
81,093
shares
|
$2.41 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.36 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
79,174
shares
|
$2.35 Million
0.23% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
79,108
shares
|
$2.35 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
78,501
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
78,091
shares
|
$2.32 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
77,079
shares
|
$2.29 Million
1.61% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
76,417
shares
|
$2.27 Million
0.67% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
74,997
shares
|
$2.23 Million
2.12% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
74,944
shares
|
$2.22 Million
1.93% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
74,872
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Added 118.5%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
74,660
shares
|
$2.22 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
74,190
shares
|
$2.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
73,971
shares
|
$2.2 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
73,950
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
73,888
shares
|
$2.19 Million
0.56% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
72,739
shares
|
$2.16 Million
0.7% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
72,019
shares
|
$2.14 Million
0.99% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
71,743
shares
|
$2.13 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
71,408
shares
|
$2.12 Million
0.36% of portfolio
|
Q2 2025
Added 415.77%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
69,745
shares
|
$2.07 Million
0.3% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
69,456
shares
|
$2.06 Million
1.39% of portfolio
|
Q1 2025
Added 5.13%
|