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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
35,405
shares
|
$1.11 Million
0.77% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
34,405
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Added 62.46%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
34,234
shares
|
$1.07 Million
0.15% of portfolio
|
Q2 2025
Added 291.47%
|
|
|
Shearwater Capital LLC
|
Jul 14, 2025 Q2 2025 |
34,191
shares
|
$1.07 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
33,571
shares
|
$1.05 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
32,559
shares
|
$1.02 Million
0.44% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
32,488
shares
|
$1.02 Million
0.57% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
31,802
shares
|
$995,402
0.03% of portfolio
|
Q2 2025
Reduced 73.23%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jul 28, 2025 Q2 2025 |
31,663
shares
|
$991,051
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
31,393
shares
|
$982,600
0.84% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
30,522
shares
|
$955,338
0.03% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,090
shares
|
$941,817
0.02% of portfolio
|
Q2 2025
Added 84.64%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
29,943
shares
|
$937,215
0.05% of portfolio
|
Q2 2025
Reduced 8.54%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
29,940
shares
|
$937,122
0.57% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
29,762
shares
|
$931,550
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,757
shares
|
$931,394
0.5% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
29,704
shares
|
$929,735
0.15% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
28,844
shares
|
$902,817
0.03% of portfolio
|
Q2 2025
Added 228.67%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
28,795
shares
|
$901,283
0.38% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$898,560
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
27,650
shares
|
$865,445
0.05% of portfolio
|
Q2 2025
Added 138.75%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
27,404
shares
|
$857,745
0.46% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
27,183
shares
|
$850,827
0.3% of portfolio
|
Q2 2025
Added 192.38%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
26,399
shares
|
$826,288
0.43% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
26,378
shares
|
$825,631
0.0% of portfolio
|
Q2 2025
New holding
|