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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
31,515
shares
|
$935,365
0.35% of portfolio
|
Q1 2025
Added 103.34%
|
|
|
Dbk Financial Counsel, LLC
|
Jul 22, 2025 Q2 2025 |
31,393
shares
|
$931,744
0.84% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,090
shares
|
$893,071
0.02% of portfolio
|
Q2 2025
Added 84.64%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
29,940
shares
|
$888,619
0.57% of portfolio
|
Q2 2025
Added 26.89%
|
|
|
Rebel Financial LLC
Groveport, OH |
Jul 24, 2025 Q2 2025 |
29,762
shares
|
$883,336
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
29,757
shares
|
$883,187
0.5% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
29,704
shares
|
$881,614
0.15% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
28,795
shares
|
$854,635
0.38% of portfolio
|
Q2 2025
Added 14.44%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$852,053
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
28,101
shares
|
$834,037
0.0% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
27,523
shares
|
$816,882
0.47% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
26,399
shares
|
$783,522
0.43% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
26,195
shares
|
$777,467
0.21% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,509
shares
|
$757,107
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
25,347
shares
|
$752,298
0.09% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
25,310
shares
|
$751,200
0.0% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$748,974
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
25,116
shares
|
$745,442
0.22% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
24,992
shares
|
$741,762
0.15% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
24,945
shares
|
$740,367
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
23,851
shares
|
$707,897
0.01% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
23,485
shares
|
$697,034
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,420
shares
|
$695,105
0.02% of portfolio
|
Q1 2025
Reduced 82.6%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
22,843
shares
|
$677,980
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,827
shares
|
$677,505
0.38% of portfolio
|
Q2 2025
Added 29.65%
|