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 633 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 $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
31,663
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,213
shares
|
$981,922
0.0% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
29,758
shares
|
$967,135
0.0% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
29,397
shares
|
$955,402
0.01% of portfolio
|
Q3 2025
Added 48.07%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
28,745
shares
|
$934,212
0.54% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$933,010
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
28,605
shares
|
$929,662
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,547
shares
|
$927,777
0.02% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
28,325
shares
|
$920,562
0.13% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
28,212
shares
|
$916,890
0.05% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
28,210
shares
|
$916,825
0.4% of portfolio
|
Q4 2025
Reduced 14.92%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
28,041
shares
|
$911,332
0.21% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
27,649
shares
|
$898,592
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
27,180
shares
|
$883,350
0.46% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
26,808
shares
|
$871,260
0.19% of portfolio
|
Q3 2025
Added 32.76%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Oct 16, 2025 Q3 2025 |
26,556
shares
|
$863,070
0.48% of portfolio
|
Q3 2025
Reduced 42.71%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
26,139
shares
|
$849,517
0.0% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
25,656
shares
|
$833,820
0.13% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
25,299
shares
|
$822,217
0.15% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
25,272
shares
|
$821,340
0.23% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
25,272
shares
|
$821,340
0.03% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$820,137
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
24,612
shares
|
$799,890
0.09% of portfolio
|
Q2 2025
Added 24.49%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,520
shares
|
$796,900
0.08% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
24,326
shares
|
$790,595
0.01% of portfolio
|
Q3 2025
Added 113.57%
|
|