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 575 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 |
|---|---|---|---|---|---|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,827
shares
|
$677,505
0.38% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$667,028
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
22,355
shares
|
$663,496
0.23% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
22,347
shares
|
$663,258
0.08% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
22,167
shares
|
$657,916
0.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$654,444
0.13% of portfolio
|
Q1 2023
Added 96.17%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,504
shares
|
$638,238
0.33% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,326
shares
|
$632,955
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,303
shares
|
$632,273
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,178
shares
|
$628,563
0.01% of portfolio
|
Q1 2025
Reduced 42.21%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
20,781
shares
|
$616,780
0.0% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,288
shares
|
$602,147
0.07% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
20,193
shares
|
$599,328
0.14% of portfolio
|
Q2 2025
Added 136.73%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
19,770
shares
|
$586,773
0.07% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
19,760
shares
|
$586,476
0.46% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
19,470
shares
|
$577,869
0.25% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
19,350
shares
|
$574,308
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
19,210
shares
|
$570,152
0.38% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
18,765
shares
|
$556,945
0.1% of portfolio
|
Q1 2025
Added 85.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
18,090
shares
|
$536,911
0.0% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
18,083
shares
|
$536,703
0.08% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,842
shares
|
$529,550
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
17,734
shares
|
$526,345
0.31% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,593
shares
|
$522,160
0.03% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,406
shares
|
$516,610
0.0% of portfolio
|
Q1 2025
Reduced 22.27%
|