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 634 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 $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
16,022
shares
|
$520,715
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
16,011
shares
|
$520,357
0.08% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Oct 10, 2025 Q3 2025 |
15,965
shares
|
$518,862
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$515,352
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
15,662
shares
|
$509,015
0.07% of portfolio
|
Q3 2025
Added 12.88%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,603
shares
|
$507,097
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
15,557
shares
|
$505,602
0.2% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
15,211
shares
|
$494,357
0.13% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
15,131
shares
|
$491,757
0.46% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
14,655
shares
|
$476,287
0.08% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
14,408
shares
|
$468,260
0.13% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
14,308
shares
|
$465,010
0.08% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,306
shares
|
$464,945
0.0% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
14,181
shares
|
$460,882
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$456,430
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
14,039
shares
|
$456,267
0.13% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
13,875
shares
|
$450,937
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
13,455
shares
|
$437,287
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
13,412
shares
|
$435,890
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
13,242
shares
|
$430,365
0.11% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
13,211
shares
|
$429,357
0.11% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
13,155
shares
|
$427,537
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
12,842
shares
|
$417,365
0.03% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
12,655
shares
|
$411,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
12,467
shares
|
$405,177
0.14% of portfolio
|
Q3 2025
Reduced 1.43%
|
|