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 |
|---|---|---|---|---|---|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
64,212
shares
|
$2.01 Million
0.26% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
62,983
shares
|
$1.97 Million
0.16% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
62,651
shares
|
$1.96 Million
0.83% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,161
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2023
Added 37.87%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
62,041
shares
|
$1.94 Million
1.69% of portfolio
|
Q2 2025
New holding
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
61,638
shares
|
$1.93 Million
0.89% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
61,173
shares
|
$1.91 Million
0.14% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
60,262
shares
|
$1.89 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
60,016
shares
|
$1.88 Million
0.84% of portfolio
|
Q2 2025
Added 140.17%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
59,420
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
59,331
shares
|
$1.86 Million
0.45% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
58,844
shares
|
$1.84 Million
0.79% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Aug 05, 2025 Q2 2025 |
56,577
shares
|
$1.77 Million
1.09% of portfolio
|
Q2 2025
Added 10.05%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
56,262
shares
|
$1.76 Million
1.5% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
55,527
shares
|
$1.74 Million
0.04% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
54,835
shares
|
$1.72 Million
1.3% of portfolio
|
Q2 2025
Added 283.73%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
54,057
shares
|
$1.69 Million
0.85% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
53,843
shares
|
$1.69 Million
0.86% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
53,533
shares
|
$1.68 Million
0.17% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
53,026
shares
|
$1.66 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
52,817
shares
|
$1.65 Million
1.18% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
52,418
shares
|
$1.64 Million
1.16% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
51,113
shares
|
$1.6 Million
0.05% of portfolio
|
Q2 2025
Added 104.8%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Aug 01, 2025 Q2 2025 |
51,097
shares
|
$1.6 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
50,757
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Added 17.2%
|