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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
84,607
shares
|
$2.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jul 18, 2025 Q2 2025 |
84,471
shares
|
$2.64 Million
1.41% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.62 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Jul 29, 2025 Q2 2025 |
83,794
shares
|
$2.62 Million
1.25% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
83,471
shares
|
$2.61 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
82,941
shares
|
$2.6 Million
0.24% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
82,799
shares
|
$2.59 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
80,847
shares
|
$2.53 Million
0.75% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Burk Holdings LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
79,790
shares
|
$2.5 Million
1.45% of portfolio
|
Q1 2025
Added 24.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
79,664
shares
|
$2.49 Million
0.02% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.49 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Aug 07, 2025 Q2 2025 |
79,185
shares
|
$2.48 Million
0.86% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
79,174
shares
|
$2.48 Million
0.23% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
79,108
shares
|
$2.48 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
79,005
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
78,339
shares
|
$2.45 Million
2.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
77,936
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
77,079
shares
|
$2.41 Million
1.61% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
76,157
shares
|
$2.38 Million
0.61% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Jul 28, 2025 Q2 2025 |
76,067
shares
|
$2.38 Million
1.47% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
75,545
shares
|
$2.36 Million
0.32% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
First Financial Group Corp
Raleigh, NC |
Jul 23, 2025 Q2 2025 |
74,997
shares
|
$2.35 Million
2.12% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
74,660
shares
|
$2.34 Million
1.01% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
74,564
shares
|
$2.33 Million
0.44% of portfolio
|
Q2 2025
Added 10.13%
|