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 474 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
34,284
shares
|
$879,384
0.0% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
33,994
shares
|
$871,946
0.06% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,940
shares
|
$870,561
0.0% of portfolio
|
Q3 2024
Added 72.56%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
33,729
shares
|
$865,148
0.33% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
32,486
shares
|
$833,265
0.03% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
31,663
shares
|
$812,155
0.29% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
30,698
shares
|
$787,403
0.0% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
28,763
shares
|
$737,770
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,726
shares
|
$736,821
0.03% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$736,360
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
28,042
shares
|
$719,277
0.45% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,706
shares
|
$710,658
0.48% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
27,350
shares
|
$701,527
0.71% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
27,250
shares
|
$698,962
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,458
shares
|
$678,647
0.24% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
26,347
shares
|
$675,800
0.38% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$647,277
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
25,079
shares
|
$643,276
0.33% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
25,014
shares
|
$641,609
0.24% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
24,675
shares
|
$632,913
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
24,496
shares
|
$628,322
0.25% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
24,278
shares
|
$622,730
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
24,203
shares
|
$620,806
1.48% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
24,067
shares
|
$617,318
0.24% of portfolio
|
Q3 2024
Added 151.77%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
23,485
shares
|
$602,390
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|