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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17,274
shares
|
$512,692
0.11% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,995
shares
|
$504,411
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
16,752
shares
|
$497,199
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
16,724
shares
|
$496,368
0.38% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
16,640
shares
|
$493,875
0.0% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
16,273
shares
|
$482,982
0.09% of portfolio
|
Q1 2025
Added 44.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
16,200
shares
|
$480,816
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
16,183
shares
|
$480,311
0.27% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,109
shares
|
$478,115
0.45% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
16,043
shares
|
$476,156
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16,010
shares
|
$475,176
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,005
shares
|
$475,028
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
15,969
shares
|
$473,959
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
15,965
shares
|
$473,841
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,927
shares
|
$472,713
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$470,635
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,783
shares
|
$468,439
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
15,647
shares
|
$464,402
0.09% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
15,557
shares
|
$461,731
0.21% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
15,275
shares
|
$453,362
0.12% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,982
shares
|
$444,665
0.02% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
14,966
shares
|
$444,190
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
14,915
shares
|
$442,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
14,783
shares
|
$438,759
0.31% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
14,490
shares
|
$430,063
0.07% of portfolio
|
Q1 2025
Reduced 6.29%
|