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 574 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 $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,153,729
shares
|
$34.2 Million
0.12% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,132,988
shares
|
$33.6 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$32.5 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,094,058
shares
|
$32.5 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
|
$32.2 Million
6.18% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,079,634
shares
|
$32 Million
6.9% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
993,107
shares
|
$29.5 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
987,359
shares
|
$29.3 Million
2.59% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
982,286
shares
|
$29.2 Million
4.96% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
937,580
shares
|
$27.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
901,424
shares
|
$26.8 Million
2.44% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
890,536
shares
|
$26.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
879,739
shares
|
$26.1 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
854,312
shares
|
$25.4 Million
0.28% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
852,842
shares
|
$25.3 Million
4.42% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
837,622
shares
|
$24.9 Million
3.16% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
819,963
shares
|
$24.3 Million
0.01% of portfolio
|
Q1 2025
Added 120.87%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
817,775
shares
|
$24.3 Million
4.3% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
772,818
shares
|
$22.9 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
|
$22.4 Million
0.52% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
726,123
shares
|
$21.6 Million
6.9% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
716,141
shares
|
$21.3 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
715,493
shares
|
$21.2 Million
0.3% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
712,989
shares
|
$21.2 Million
5.82% of portfolio
|
Q2 2025
Added 32.15%
|