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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$646,268
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
25,079
shares
|
$642,273
0.33% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
25,014
shares
|
$640,608
0.22% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
24,675
shares
|
$631,926
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
24,209
shares
|
$619,992
0.09% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
24,067
shares
|
$616,355
0.24% of portfolio
|
Q3 2024
Added 151.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
23,851
shares
|
$610,824
0.01% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
23,485
shares
|
$601,450
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
23,001
shares
|
$589,055
0.3% of portfolio
|
Q4 2024
Added 40.1%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
22,996
shares
|
$588,927
0.01% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
22,963
shares
|
$588,082
0.07% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$575,559
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Jan 22, 2025 Q4 2024 |
22,163
shares
|
$567,594
0.25% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
22,113
shares
|
$566,313
0.22% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$564,700
0.13% of portfolio
|
Q1 2023
Added 96.17%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
21,375
shares
|
$547,413
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
20,652
shares
|
$528,897
0.26% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
20,507
shares
|
$525,184
0.4% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
20,283
shares
|
$519,447
0.24% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
20,110
shares
|
$515,017
0.17% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
19,684
shares
|
$504,107
0.45% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
19,632
shares
|
$502,775
0.46% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Eastover Investment Advisors LLC
|
Jan 10, 2025 Q4 2024 |
19,095
shares
|
$489,022
0.23% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
18,301
shares
|
$468,688
0.24% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
17,571
shares
|
$449,993
0.25% of portfolio
|
Q4 2024
Added 5.17%
|