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 634 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2025 Q3 2025 |
80,280
shares
|
$2.61 Million
0.49% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Oct 23, 2025 Q3 2025 |
78,205
shares
|
$2.54 Million
2.55% of portfolio
|
Q3 2025
Reduced 14.11%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
78,196
shares
|
$2.54 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
78,069
shares
|
$2.54 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Nov 05, 2025 Q3 2025 |
78,003
shares
|
$2.54 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
77,583
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.25%
|
|
|
First Financial Group Corp
Raleigh, NC |
Oct 29, 2025 Q3 2025 |
76,867
shares
|
$2.5 Million
2.1% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
76,192
shares
|
$2.48 Million
1.06% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
75,846
shares
|
$2.46 Million
0.07% of portfolio
|
Q3 2025
Reduced 9.13%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
74,190
shares
|
$2.41 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
73,431
shares
|
$2.39 Million
0.73% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
72,768
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
72,061
shares
|
$2.34 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
71,833
shares
|
$2.33 Million
0.29% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
71,750
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2025
Added 24.82%
|
|
|
Dopkins Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
71,612
shares
|
$2.33 Million
1.0% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
71,408
shares
|
$2.32 Million
0.37% of portfolio
|
Q2 2025
Added 415.77%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
71,044
shares
|
$2.31 Million
0.18% of portfolio
|
Q3 2025
Added 12.8%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
70,462
shares
|
$2.29 Million
0.18% of portfolio
|
Q3 2025
Added 1806.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
69,947
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
69,273
shares
|
$2.25 Million
1.27% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
69,063
shares
|
$2.24 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
68,906
shares
|
$2.24 Million
1.46% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 20, 2025 Q3 2025 |
68,840
shares
|
$2.24 Million
1.57% of portfolio
|
Q3 2025
Added 0.07%
|
|