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 575 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
11,581
shares
|
$343,724
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
11,554
shares
|
$342,922
0.07% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,554
shares
|
$342,922
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
11,476
shares
|
$340,607
0.2% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
11,409
shares
|
$338,619
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
11,401
shares
|
$338,381
0.31% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,075
shares
|
$328,706
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
10,944
shares
|
$324,817
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,848
shares
|
$321,968
0.08% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
10,761
shares
|
$319,386
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
10,554
shares
|
$313,242
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,524
shares
|
$312,352
0.12% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
10,438
shares
|
$309,799
0.15% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
10,185
shares
|
$302,290
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
10,135
shares
|
$300,806
0.21% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
9,693
shares
|
$287,688
0.11% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
9,659
shares
|
$286,679
0.11% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
9,609
shares
|
$285,195
0.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
9,408
shares
|
$279,229
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,397
shares
|
$278,902
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
9,310
shares
|
$276,320
0.19% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
9,297
shares
|
$275,934
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
9,284
shares
|
$275,549
0.24% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
9,222
shares
|
$273,708
0.15% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,897
shares
|
$264,062
0.0% of portfolio
|
Q1 2025
New holding
|