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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,305,684
shares
|
$40.9 Million
0.08% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,241,762
shares
|
$38.9 Million
0.06% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,132,988
shares
|
$35.5 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,123,325
shares
|
$35.2 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
1,114,524
shares
|
$34.9 Million
6.77% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,107,843
shares
|
$34.7 Million
0.06% of portfolio
|
Q2 2025
Added 24.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$34.3 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,094,058
shares
|
$34.2 Million
8.51% of portfolio
|
Q2 2025
Reduced 12.88%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,085,740
shares
|
$34 Million
6.18% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,051,180
shares
|
$32.9 Million
0.01% of portfolio
|
Q2 2025
Added 28.2%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
999,184
shares
|
$31.3 Million
2.8% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
993,107
shares
|
$31.1 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
982,286
shares
|
$30.7 Million
4.96% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
963,671
shares
|
$30.2 Million
0.4% of portfolio
|
Q2 2025
Added 34.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
926,209
shares
|
$29 Million
0.32% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
911,962
shares
|
$28.5 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
901,424
shares
|
$28.2 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
879,739
shares
|
$27.5 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
840,480
shares
|
$26.3 Million
4.39% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
837,622
shares
|
$26.2 Million
3.16% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
817,775
shares
|
$25.6 Million
4.3% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
796,983
shares
|
$24.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
772,818
shares
|
$24.2 Million
0.21% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
754,682
shares
|
$23.6 Million
0.52% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
745,829
shares
|
$23.3 Million
0.0% of portfolio
|
Q2 2025
Added 143.67%
|