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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
50,071
shares
|
$1.57 Million
0.05% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
49,441
shares
|
$1.55 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
48,083
shares
|
$1.5 Million
0.52% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.5 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
47,841
shares
|
$1.5 Million
0.61% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jul 18, 2025 Q2 2025 |
47,787
shares
|
$1.5 Million
0.6% of portfolio
|
Q2 2025
Added 3.69%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
46,835
shares
|
$1.47 Million
0.12% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
46,350
shares
|
$1.45 Million
0.86% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
45,188
shares
|
$1.41 Million
0.25% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
44,810
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2025
Added 42.19%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
43,885
shares
|
$1.37 Million
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Jul 29, 2025 Q2 2025 |
43,218
shares
|
$1.35 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
41,177
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Reduced 25.86%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
39,920
shares
|
$1.25 Million
0.61% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.24 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
39,490
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
39,429
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
39,072
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
37,664
shares
|
$1.18 Million
0.07% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
37,489
shares
|
$1.17 Million
0.03% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
36,981
shares
|
$1.16 Million
0.34% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
36,230
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$1.12 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
35,821
shares
|
$1.12 Million
0.52% of portfolio
|
Q2 2025
Reduced 59.86%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$1.12 Million
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|