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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
60,184
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Cordant, Inc.
Portland, OR |
Jul 14, 2025 Q2 2025 |
60,016
shares
|
$1.78 Million
0.84% of portfolio
|
Q2 2025
Added 140.17%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
59,287
shares
|
$1.76 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
58,870
shares
|
$1.75 Million
0.42% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
58,844
shares
|
$1.75 Million
0.79% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
M Wealth Management, LLC
San Diego, CA |
May 14, 2025 Q1 2025 |
58,335
shares
|
$1.73 Million
1.41% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,038
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
57,026
shares
|
$1.69 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
55,955
shares
|
$1.66 Million
0.75% of portfolio
|
Q1 2025
Added 187.97%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
55,539
shares
|
$1.65 Million
0.26% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jul 09, 2025 Q2 2025 |
54,057
shares
|
$1.6 Million
0.85% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
53,843
shares
|
$1.6 Million
0.86% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
53,501
shares
|
$1.59 Million
0.22% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
52,834
shares
|
$1.57 Million
0.18% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
52,817
shares
|
$1.57 Million
1.18% of portfolio
|
Q2 2025
Reduced 22.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
52,525
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
52,012
shares
|
$1.54 Million
1.16% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
51,679
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
51,412
shares
|
$1.53 Million
0.96% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
51,113
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 104.8%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
50,757
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 17.2%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
49,628
shares
|
$1.47 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.42 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
47,841
shares
|
$1.42 Million
0.61% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
47,787
shares
|
$1.42 Million
0.6% of portfolio
|
Q2 2025
Added 3.69%
|