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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
74,190
shares
|
$2.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
74,096
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 23.12%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
73,471
shares
|
$2.3 Million
1.11% of portfolio
|
Q2 2025
Added 19.29%
|
|
|
Pinnacle Financial Group, LLC
|
Aug 11, 2025 Q2 2025 |
73,166
shares
|
$2.29 Million
0.73% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
72,019
shares
|
$2.25 Million
0.99% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
71,750
shares
|
$2.25 Million
0.2% of portfolio
|
Q2 2025
Added 24.82%
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
71,743
shares
|
$2.25 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
71,408
shares
|
$2.24 Million
0.36% of portfolio
|
Q2 2025
Added 415.77%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
71,011
shares
|
$2.22 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
70,025
shares
|
$2.19 Million
0.28% of portfolio
|
Q2 2025
Added 12.48%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
69,341
shares
|
$2.17 Million
1.29% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
69,063
shares
|
$2.16 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
68,794
shares
|
$2.15 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
68,778
shares
|
$2.15 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
68,597
shares
|
$2.15 Million
0.54% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
68,293
shares
|
$2.14 Million
0.09% of portfolio
|
Q2 2025
Added 15.19%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
67,864
shares
|
$2.12 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
67,440
shares
|
$2.11 Million
0.31% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
66,985
shares
|
$2.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 26.94%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
66,125
shares
|
$2.07 Million
1.12% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
65,518
shares
|
$2.05 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
65,061
shares
|
$2.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
65,034
shares
|
$2.04 Million
0.47% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
64,494
shares
|
$2.02 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
64,364
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.01%
|