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 578 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
69,456
shares
|
$2.06 Million
1.39% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
69,341
shares
|
$2.06 Million
1.29% of portfolio
|
Q2 2025
Added 48.85%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
69,063
shares
|
$2.05 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
68,778
shares
|
$2.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
68,313
shares
|
$2.03 Million
1.62% of portfolio
|
Q1 2025
Added 91.5%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
67,864
shares
|
$2.01 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
67,703
shares
|
$2.01 Million
0.37% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
67,027
shares
|
$1.99 Million
0.88% of portfolio
|
Q1 2025
Added 10.06%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
66,222
shares
|
$1.97 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
65,518
shares
|
$1.94 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
65,420
shares
|
$1.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
65,061
shares
|
$1.93 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
64,953
shares
|
$1.93 Million
1.1% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
64,727
shares
|
$1.92 Million
0.58% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
64,494
shares
|
$1.91 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
64,439
shares
|
$1.91 Million
0.83% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
64,212
shares
|
$1.91 Million
0.25% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
64,159
shares
|
$1.9 Million
0.29% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
62,651
shares
|
$1.86 Million
0.83% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
62,258
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
62,218
shares
|
$1.85 Million
0.38% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,161
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2023
Added 37.87%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
61,592
shares
|
$1.83 Million
0.96% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
61,173
shares
|
$1.82 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
60,953
shares
|
$1.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.95%
|