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 634 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 $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
23,714
shares
|
$770,705
0.55% of portfolio
|
Q3 2025
Added 41.8%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
23,679
shares
|
$769,567
0.15% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
23,485
shares
|
$763,262
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
23,439
shares
|
$761,767
0.39% of portfolio
|
Q3 2025
Reduced 14.47%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
23,434
shares
|
$761,605
0.2% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
23,186
shares
|
$753,545
0.39% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
22,546
shares
|
$732,745
0.24% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$730,405
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
22,271
shares
|
$723,807
0.01% of portfolio
|
Q3 2025
Added 47.64%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Nov 13, 2025 Q3 2025 |
22,163
shares
|
$720,297
0.24% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
22,093
shares
|
$718,022
0.07% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$716,625
0.13% of portfolio
|
Q1 2023
Added 96.17%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
21,763
shares
|
$707,297
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 13, 2025 Q3 2025 |
21,492
shares
|
$698,490
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
21,470
shares
|
$697,775
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,178
shares
|
$688,285
0.01% of portfolio
|
Q1 2025
Reduced 42.21%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
21,149
shares
|
$687,342
0.09% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
21,067
shares
|
$684,677
0.18% of portfolio
|
Q3 2025
Added 332.94%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
20,609
shares
|
$669,792
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
20,495
shares
|
$666,087
0.31% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,073
shares
|
$652,372
0.03% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
19,852
shares
|
$645,190
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
19,814
shares
|
$643,955
0.07% of portfolio
|
Q3 2025
Reduced 11.33%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2025 Q3 2025 |
19,470
shares
|
$632,775
0.28% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Clg LLC
Long Beach, CA |
Nov 14, 2025 Q3 2025 |
19,350
shares
|
$628,875
0.17% of portfolio
|
Q4 2024
New holding
|
|