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 634 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
68,200
shares
|
$2.22 Million
1.17% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
67,460
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
66,982
shares
|
$2.18 Million
0.58% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
66,337
shares
|
$2.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
65,715
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
65,702
shares
|
$2.14 Million
0.08% of portfolio
|
Q3 2025
Added 137.62%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
65,623
shares
|
$2.13 Million
0.58% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
64,698
shares
|
$2.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
64,212
shares
|
$2.09 Million
0.25% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
63,210
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
62,925
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
62,829
shares
|
$2.04 Million
1.26% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
62,651
shares
|
$2.04 Million
0.83% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
62,277
shares
|
$2.02 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,161
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2023
Added 37.87%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Nov 10, 2025 Q3 2025 |
62,041
shares
|
$2.02 Million
1.7% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
61,966
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.74%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
60,866
shares
|
$1.98 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
60,120
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
59,091
shares
|
$1.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
58,588
shares
|
$1.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
58,485
shares
|
$1.9 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2025 Q3 2025 |
57,924
shares
|
$1.88 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
56,939
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
55,691
shares
|
$1.81 Million
1.54% of portfolio
|
Q3 2025
Reduced 1.01%
|
|