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 633 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 $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clg LLC
Long Beach, CA |
Jan 15, 2026 Q4 2025 |
19,056
shares
|
$619,320
0.15% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Nov 14, 2025 Q3 2025 |
19,028
shares
|
$618,410
0.33% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Abacus Planning Group, Inc.
|
Jan 16, 2026 Q4 2025 |
18,921
shares
|
$614,932
0.09% of portfolio
|
Q4 2025
Added 20.81%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
18,765
shares
|
$609,862
0.1% of portfolio
|
Q1 2025
Added 85.0%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
18,635
shares
|
$605,637
0.43% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
18,630
shares
|
$605,475
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,429
shares
|
$598,942
0.0% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
17,967
shares
|
$583,927
0.19% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,818
shares
|
$579,085
0.01% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
17,688
shares
|
$574,860
0.13% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Eastover Investment Advisors LLC
|
Jan 12, 2026 Q4 2025 |
17,570
shares
|
$571,025
0.26% of portfolio
|
Q4 2025
Reduced 9.76%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
17,280
shares
|
$561,600
0.3% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
17,220
shares
|
$559,650
0.35% of portfolio
|
Q4 2025
Added 27.98%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
17,094
shares
|
$555,555
0.23% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
17,068
shares
|
$554,710
0.01% of portfolio
|
Q3 2025
Added 43.09%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jan 15, 2026 Q4 2025 |
17,026
shares
|
$553,345
0.51% of portfolio
|
Q4 2025
Added 12.52%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
16,966
shares
|
$551,395
0.12% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
16,915
shares
|
$549,737
0.05% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
16,838
shares
|
$547,235
0.27% of portfolio
|
Q3 2025
Reduced 31.89%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
16,683
shares
|
$542,197
0.1% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Helium Advisors LLC
Everett, WA |
Nov 13, 2025 Q3 2025 |
16,537
shares
|
$537,452
0.44% of portfolio
|
Q3 2025
Reduced 17.15%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
16,500
shares
|
$536,250
0.0% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
16,326
shares
|
$530,595
0.09% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
16,311
shares
|
$530,107
0.29% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$526,500
0.0% of portfolio
|
Q1 2025
New holding
|
|