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 633 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 $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
55,645
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
54,761
shares
|
$1.78 Million
1.25% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
53,810
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2025
Added 1.36%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 14, 2026 Q4 2025 |
53,638
shares
|
$1.74 Million
0.84% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
52,952
shares
|
$1.72 Million
1.22% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
52,881
shares
|
$1.72 Million
0.06% of portfolio
|
Q4 2025
Added 43.76%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
52,284
shares
|
$1.7 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 15, 2026 Q4 2025 |
51,846
shares
|
$1.68 Million
0.93% of portfolio
|
Q4 2025
Reduced 3.0%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
51,728
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Added 62.66%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
51,097
shares
|
$1.66 Million
0.6% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Jdh Wealth Management, LLC
Santa Rosa, CA |
Jan 05, 2026 Q4 2025 |
50,163
shares
|
$1.63 Million
1.12% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
49,340
shares
|
$1.6 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
47,293
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
46,329
shares
|
$1.51 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 12, 2025 Q3 2025 |
45,835
shares
|
$1.49 Million
0.57% of portfolio
|
Q3 2025
Reduced 4.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
45,803
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
45,708
shares
|
$1.49 Million
0.21% of portfolio
|
Q3 2025
Added 33.52%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
44,754
shares
|
$1.45 Million
0.47% of portfolio
|
Q4 2025
Added 5.97%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Oct 24, 2025 Q3 2025 |
44,687
shares
|
$1.45 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.59%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
44,406
shares
|
$1.44 Million
1.05% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
44,120
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Grunden Financial Advisory, Inc.
Denton, TX |
Nov 03, 2025 Q3 2025 |
43,218
shares
|
$1.4 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
42,917
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2025
Added 13.95%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
42,587
shares
|
$1.38 Million
0.47% of portfolio
|
Q3 2025
Added 56.67%
|
|