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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
13,941
shares
|
$436,353
4.56% of portfolio
|
Q2 2025
Reduced 95.86%
|
|
|
Abacus Planning Group, Inc.
|
Jul 21, 2025 Q2 2025 |
13,875
shares
|
$434,287
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jul 25, 2025 Q2 2025 |
13,377
shares
|
$418,700
0.11% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
13,242
shares
|
$414,474
0.11% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
13,155
shares
|
$411,751
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
13,150
shares
|
$411,595
0.02% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
12,901
shares
|
$403,801
0.24% of portfolio
|
Q2 2025
Added 19.89%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
12,892
shares
|
$403,519
0.11% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
12,667
shares
|
$396,477
0.77% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
12,648
shares
|
$395,882
0.15% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
12,418
shares
|
$388,683
0.0% of portfolio
|
Q2 2025
Reduced 25.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
12,294
shares
|
$384,802
0.01% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,200
shares
|
$381,860
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
12,182
shares
|
$381,296
0.19% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
12,170
shares
|
$380,921
0.05% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,928
shares
|
$373,346
0.01% of portfolio
|
Q2 2025
Added 44.23%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
11,863
shares
|
$371,311
0.13% of portfolio
|
Q2 2025
Added 22.87%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
11,749
shares
|
$367,743
0.11% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
11,587
shares
|
$362,673
0.01% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
11,557
shares
|
$361,734
0.32% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
11,476
shares
|
$359,198
0.2% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
11,390
shares
|
$356,507
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
11,075
shares
|
$346,647
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
10,944
shares
|
$342,547
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Stewardship Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,848
shares
|
$339,542
0.08% of portfolio
|
Q2 2025
Added 2.02%
|