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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
21,007
shares
|
$657,519
0.04% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Aug 04, 2025 Q2 2025 |
20,864
shares
|
$653,043
0.09% of portfolio
|
Q2 2025
Added 15.38%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
20,816
shares
|
$651,540
0.02% of portfolio
|
Q2 2025
Reduced 11.12%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
20,781
shares
|
$650,445
0.01% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
20,288
shares
|
$635,014
0.07% of portfolio
|
Q2 2025
Added 29.69%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
20,193
shares
|
$632,040
0.14% of portfolio
|
Q2 2025
Added 136.73%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
19,961
shares
|
$624,779
0.37% of portfolio
|
Q2 2025
Added 44.24%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
19,864
shares
|
$621,743
0.03% of portfolio
|
Q2 2025
Added 12.91%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
19,853
shares
|
$621,398
0.01% of portfolio
|
Q2 2025
Added 33.11%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
19,770
shares
|
$618,801
0.07% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
19,760
shares
|
$618,488
0.46% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
19,470
shares
|
$609,411
0.25% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
19,350
shares
|
$605,655
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Jul 31, 2025 Q2 2025 |
19,028
shares
|
$595,576
0.38% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
18,765
shares
|
$587,344
0.1% of portfolio
|
Q1 2025
Added 85.0%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
18,625
shares
|
$582,962
0.42% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,128
shares
|
$567,406
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
17,918
shares
|
$560,833
0.21% of portfolio
|
Q2 2025
Added 33.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
17,789
shares
|
$556,795
0.01% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
17,734
shares
|
$555,074
0.31% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
17,692
shares
|
$553,759
0.1% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
17,092
shares
|
$534,979
0.12% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
16,724
shares
|
$523,461
0.38% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
16,459
shares
|
$515,166
0.3% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
16,300
shares
|
$510,190
0.09% of portfolio
|
Q2 2025
Added 0.17%
|