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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
16,200
shares
|
$507,060
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Jul 23, 2025 Q2 2025 |
16,183
shares
|
$506,527
0.27% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,109
shares
|
$504,211
0.45% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
16,043
shares
|
$502,145
0.17% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
16,010
shares
|
$501,113
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jul 23, 2025 Q2 2025 |
15,965
shares
|
$499,704
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
15,950
shares
|
$499,235
0.04% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
15,928
shares
|
$498,546
0.1% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
15,927
shares
|
$498,515
0.09% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$496,324
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,615
shares
|
$488,749
0.0% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
15,557
shares
|
$486,934
0.21% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
15,493
shares
|
$484,930
0.0% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
15,134
shares
|
$473,694
0.2% of portfolio
|
Q2 2025
Added 25.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,085
shares
|
$472,160
0.01% of portfolio
|
Q2 2025
Reduced 36.75%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
14,982
shares
|
$468,936
0.02% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
14,966
shares
|
$468,435
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 25, 2025 Q2 2025 |
14,778
shares
|
$462,551
0.13% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
14,549
shares
|
$455,383
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
14,483
shares
|
$453,317
0.07% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
14,420
shares
|
$451,346
0.13% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
14,371
shares
|
$449,812
0.08% of portfolio
|
Q2 2025
Added 15.47%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
14,181
shares
|
$443,865
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$439,577
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
13,952
shares
|
$436,697
0.0% of portfolio
|
Q2 2025
Reduced 2.9%
|