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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
96
shares
|
$2,458
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$1,510
0.0% of portfolio
|
Q1 2024
Added 34.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
45
shares
|
$1,152
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$793
0.0% of portfolio
|
Q4 2023
Reduced 86.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
12
shares
|
$307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$256
0.0% of portfolio
|
Q4 2022
Reduced 98.69%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5
shares
|
$128
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2
shares
|
$51
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|