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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
12,423
shares
|
$403,747
0.0% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2025 Q3 2025 |
12,128
shares
|
$394,160
0.19% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
11,978
shares
|
$389,285
0.05% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,893
shares
|
$386,522
0.06% of portfolio
|
Q3 2025
Reduced 17.88%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Oct 29, 2025 Q3 2025 |
11,880
shares
|
$386,100
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
11,736
shares
|
$381,420
0.32% of portfolio
|
Q4 2025
Reduced 0.08%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,673
shares
|
$379,372
0.0% of portfolio
|
Q3 2025
Added 37.04%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
11,557
shares
|
$375,602
0.2% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
11,483
shares
|
$373,197
0.01% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
11,198
shares
|
$363,935
0.11% of portfolio
|
Q4 2025
Reduced 4.69%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
11,075
shares
|
$359,937
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
11,024
shares
|
$358,280
0.0% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
10,792
shares
|
$350,740
0.23% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 27, 2025 Q3 2025 |
10,707
shares
|
$347,977
0.6% of portfolio
|
Q3 2025
Reduced 15.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,629
shares
|
$345,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 05, 2025 Q3 2025 |
10,435
shares
|
$339,137
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Oct 06, 2025 Q3 2025 |
10,185
shares
|
$331,012
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
9,950
shares
|
$323,375
0.23% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,793
shares
|
$318,272
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Capital Management, Inc.
|
Nov 06, 2025 Q3 2025 |
9,786
shares
|
$318,045
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
9,786
shares
|
$318,045
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
9,772
shares
|
$317,590
0.26% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
9,756
shares
|
$317,070
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Stewardship Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,728
shares
|
$316,160
0.08% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
9,687
shares
|
$314,827
0.14% of portfolio
|
Q3 2025
Reduced 7.19%
|
|