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 474 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
11,749
shares
|
$301,361
0.11% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
11,701
shares
|
$300,130
0.1% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,613
shares
|
$297,873
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,442
shares
|
$293,487
0.18% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,436
shares
|
$293,333
0.26% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,328
shares
|
$290,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
11,325
shares
|
$290,486
0.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,075
shares
|
$284,073
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
11,050
shares
|
$283,432
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,950
shares
|
$280,867
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
10,847
shares
|
$278,225
0.08% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
10,581
shares
|
$271,402
0.09% of portfolio
|
Q4 2024
Reduced 40.17%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
10,544
shares
|
$270,453
0.02% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,403
shares
|
$266,836
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
10,401
shares
|
$266,785
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,367
shares
|
$265,913
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
10,252
shares
|
$262,963
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
10,143
shares
|
$260,167
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,085
shares
|
$258,680
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$255,627
0.2% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,888
shares
|
$253,627
0.21% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
9,876
shares
|
$253,319
0.12% of portfolio
|
Q4 2023
Reduced 32.52%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
9,518
shares
|
$244,136
0.25% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
9,449
shares
|
$242,366
0.16% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,412
shares
|
$241,417
0.07% of portfolio
|
Q4 2024
Added 12.77%
|