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 578 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Vestment Financial LLC
Chanhassen, MN |
Jul 15, 2025 Q2 2025 |
46,350
shares
|
$1.38 Million
0.86% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
46,248
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
44,940
shares
|
$1.33 Million
0.11% of portfolio
|
Q1 2025
Added 13.42%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
44,470
shares
|
$1.32 Million
0.25% of portfolio
|
Q1 2025
Added 1.43%
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
43,885
shares
|
$1.3 Million
0.12% of portfolio
|
Q2 2025
Added 0.57%
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jul 23, 2025 Q2 2025 |
39,920
shares
|
$1.18 Million
0.61% of portfolio
|
Q2 2025
Added 6.96%
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.18 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
39,429
shares
|
$1.17 Million
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
37,664
shares
|
$1.12 Million
0.07% of portfolio
|
Q2 2025
Added 5.37%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,371
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,214
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$1.06 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$1.06 Million
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
35,588
shares
|
$1.06 Million
0.32% of portfolio
|
Q1 2025
Added 7.02%
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
35,405
shares
|
$1.05 Million
0.77% of portfolio
|
Q1 2025
Added 0.71%
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
34,191
shares
|
$1.01 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,028
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
33,912
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
32,738
shares
|
$971,663
0.05% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
32,559
shares
|
$966,351
0.44% of portfolio
|
Q2 2025
Added 12.39%
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
32,488
shares
|
$964,243
0.57% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,802
shares
|
$943,883
0.03% of portfolio
|
Q2 2025
Reduced 73.23%
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
31,781
shares
|
$943,260
0.39% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
31,663
shares
|
$939,757
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,533
shares
|
$935,899
0.0% of portfolio
|
Q1 2025
Reduced 10.56%
|