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 604 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $5.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,201
shares
|
$820,091
0.0% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
26,195
shares
|
$819,903
0.21% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
25,639
shares
|
$802,500
0.0% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
25,509
shares
|
$798,431
0.24% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
25,347
shares
|
$793,361
0.09% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$789,855
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
25,116
shares
|
$786,130
0.22% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
24,992
shares
|
$782,249
0.15% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
24,721
shares
|
$773,767
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
23,793
shares
|
$744,720
0.14% of portfolio
|
Q2 2025
Added 52.06%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,486
shares
|
$735,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
23,485
shares
|
$735,080
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,827
shares
|
$714,485
0.38% of portfolio
|
Q2 2025
Added 29.65%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
22,521
shares
|
$704,907
0.24% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$703,436
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
22,347
shares
|
$699,461
0.08% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Aug 14, 2025 Q2 2025 |
22,163
shares
|
$693,701
0.24% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
22,093
shares
|
$691,510
0.06% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$690,165
0.13% of portfolio
|
Q1 2023
Added 96.17%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
21,504
shares
|
$673,075
0.33% of portfolio
|
Q2 2025
Added 13.93%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
21,492
shares
|
$672,699
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,486
shares
|
$672,511
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,326
shares
|
$667,503
0.0% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
21,303
shares
|
$666,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,178
shares
|
$662,871
0.01% of portfolio
|
Q1 2025
Reduced 42.21%
|