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 474 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$83,259
0.07% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
3,172
shares
|
$81,361
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,707
shares
|
$69,434
0.01% of portfolio
|
Q3 2024
Added 1207.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
2,455
shares
|
$62,970
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$62,765
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
2,266
shares
|
$58,122
0.01% of portfolio
|
Q1 2024
Added 0.93%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
2,099
shares
|
$53,839
0.01% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$46,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$44,220
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$40,501
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,340
shares
|
$34,371
0.01% of portfolio
|
Q3 2023
Added 573.37%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
1,340
shares
|
$34,371
0.01% of portfolio
|
Q2 2024
Reduced 43.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,305
shares
|
$33,473
0.0% of portfolio
|
Q2 2024
Added 78.77%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,177
shares
|
$30,190
0.0% of portfolio
|
Q2 2024
Reduced 23.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
1,080
shares
|
$27,702
0.0% of portfolio
|
Q4 2022
Reduced 12.2%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,078
shares
|
$27,650
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$24,726
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
879
shares
|
$22,546
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
830
shares
|
$21,289
0.0% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$20,622
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
739
shares
|
$18,955
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
600
shares
|
$15,390
0.0% of portfolio
|
Q3 2024
Reduced 95.35%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
558
shares
|
$14,312
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
499
shares
|
$12,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
495
shares
|
$12,696
0.0% of portfolio
|
Q4 2024
Added 50.0%
|