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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
49,819
shares
|
$1.28 Million
0.94% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
49,366
shares
|
$1.26 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
47,823
shares
|
$1.22 Million
0.97% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
47,006
shares
|
$1.2 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
44,999
shares
|
$1.15 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
44,957
shares
|
$1.15 Million
1.07% of portfolio
|
Q3 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
44,845
shares
|
$1.15 Million
0.58% of portfolio
|
Q4 2024
Added 70.21%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
44,599
shares
|
$1.14 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
44,300
shares
|
$1.13 Million
0.89% of portfolio
|
Q4 2024
Added 138.45%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
43,824
shares
|
$1.12 Million
0.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
43,567
shares
|
$1.12 Million
0.11% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
42,027
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
39,624
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.01 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,390
shares
|
$1.01 Million
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
39,221
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
38,758
shares
|
$992,592
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
37,962
shares
|
$972,206
0.03% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
37,832
shares
|
$968,877
0.65% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
37,058
shares
|
$949,055
0.01% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
36,993
shares
|
$947,390
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
36,534
shares
|
$935,635
0.12% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
35,856
shares
|
$918,272
0.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$917,427
0.48% of portfolio
|
Q3 2024
Added 0.96%
|