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 634 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 $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
40,022
shares
|
$1.3 Million
0.61% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Aps Management Group, Inc.
Torrance, CA |
Oct 22, 2025 Q3 2025 |
40,014
shares
|
$1.3 Million
1.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
39,886
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.29 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
39,247
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
38,782
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
38,122
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 48.69%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
36,785
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2025
Added 75.11%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
36,758
shares
|
$1.19 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
36,379
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
35,993
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$1.16 Million
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
34,708
shares
|
$1.13 Million
0.35% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 08, 2026 Q4 2025 |
34,705
shares
|
$1.13 Million
0.3% of portfolio
|
Q4 2025
Reduced 70.71%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 22, 2025 Q3 2025 |
34,462
shares
|
$1.12 Million
0.94% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Shearwater Capital LLC
|
Oct 16, 2025 Q3 2025 |
34,209
shares
|
$1.11 Million
0.65% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 23, 2025 Q3 2025 |
34,050
shares
|
$1.11 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
33,738
shares
|
$1.1 Million
0.46% of portfolio
|
Q4 2025
Reduced 7.44%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2025 Q3 2025 |
33,571
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Nov 04, 2025 Q3 2025 |
33,158
shares
|
$1.08 Million
0.46% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
32,904
shares
|
$1.07 Million
0.46% of portfolio
|
Q4 2025
Added 11.16%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 08, 2026 Q4 2025 |
32,888
shares
|
$1.07 Million
0.54% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
32,822
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 25.27%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,027
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2025
Added 7.63%
|
|