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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,403
shares
|
$266,420
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,367
shares
|
$265,498
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
10,252
shares
|
$262,553
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
10,143
shares
|
$259,762
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,085
shares
|
$258,276
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$255,229
0.2% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,888
shares
|
$253,231
0.21% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
9,876
shares
|
$252,924
0.11% of portfolio
|
Q4 2023
Reduced 32.52%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
9,572
shares
|
$245,138
0.2% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
9,449
shares
|
$241,988
0.16% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,412
shares
|
$241,041
0.07% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,861
shares
|
$226,930
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
8,821
shares
|
$225,905
0.08% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,662
shares
|
$221,833
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Schubert & CO
|
Jan 31, 2025 Q4 2024 |
8,643
shares
|
$221,347
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
8,628
shares
|
$220,963
0.05% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
8,450
shares
|
$216,404
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
8,348
shares
|
$213,792
0.01% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
8,280
shares
|
$212,050
0.14% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,206
shares
|
$210,155
0.11% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,042
shares
|
$205,955
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,816
shares
|
$200,167
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,553
shares
|
$193,432
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,229
shares
|
$159,524
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,847
shares
|
$149,741
0.0% of portfolio
|
Q3 2024
Added 56.88%
|