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 638 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
101,430
shares
|
$3.3 Million
0.12% of portfolio
|
Q4 2025
Added 54.38%
|
|
|
Level Financial Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
99,954
shares
|
$3.25 Million
0.96% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
97,238
shares
|
$3.16 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
95,368
shares
|
$3.1 Million
1.35% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Heritage Financial Services, LLC
|
Oct 30, 2025 Q3 2025 |
94,825
shares
|
$3.08 Million
0.27% of portfolio
|
Q3 2025
Added 14.33%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
92,910
shares
|
$3.02 Million
0.64% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
92,611
shares
|
$3.01 Million
0.94% of portfolio
|
Q3 2025
Added 38.26%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
91,730
shares
|
$2.98 Million
0.19% of portfolio
|
Q4 2025
Reduced 12.07%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
91,284
shares
|
$2.97 Million
0.41% of portfolio
|
Q4 2025
Reduced 5.92%
|
|
|
Baker Boyer National Bank
|
Nov 04, 2025 Q3 2025 |
90,878
shares
|
$2.95 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
90,464
shares
|
$2.94 Million
1.32% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Lincoln Capital Corp
|
Jan 22, 2026 Q4 2025 |
90,112
shares
|
$2.93 Million
1.16% of portfolio
|
Q4 2025
Added 3.44%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
87,409
shares
|
$2.84 Million
0.82% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 23, 2026 Q4 2025 |
86,944
shares
|
$2.83 Million
1.78% of portfolio
|
Q4 2025
Added 7.77%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
86,876
shares
|
$2.82 Million
0.99% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
85,289
shares
|
$2.77 Million
0.25% of portfolio
|
Q4 2025
Added 7.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
85,225
shares
|
$2.77 Million
0.02% of portfolio
|
Q3 2025
Added 67.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
85,127
shares
|
$2.77 Million
0.1% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
85,023
shares
|
$2.76 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
84,699
shares
|
$2.75 Million
0.33% of portfolio
|
Q4 2025
Added 4.49%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
84,002
shares
|
$2.73 Million
1.11% of portfolio
|
Q4 2025
Added 0.57%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
83,996
shares
|
$2.73 Million
1.41% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.73 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
82,520
shares
|
$2.68 Million
0.66% of portfolio
|
Q3 2025
Added 8.36%
|
|