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 575 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,861
shares
|
$262,994
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
8,823
shares
|
$261,866
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,788
shares
|
$260,827
0.01% of portfolio
|
Q1 2025
Added 2382.49%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
8,776
shares
|
$260,471
0.01% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
8,751
shares
|
$259,729
0.18% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
8,745
shares
|
$259,551
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,662
shares
|
$257,088
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,602
shares
|
$255,307
0.23% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
8,536
shares
|
$253,348
0.11% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,518
shares
|
$252,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
8,437
shares
|
$250,410
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
8,413
shares
|
$249,697
0.2% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
8,354
shares
|
$247,946
0.05% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,270
shares
|
$245,453
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,262
shares
|
$245,216
0.09% of portfolio
|
Q1 2025
Added 5759.57%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,241
shares
|
$244,592
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
8,195
shares
|
$243,227
0.08% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,058
shares
|
$239,161
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
8,042
shares
|
$238,686
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,571
shares
|
$224,707
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
7,501
shares
|
$222,629
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,185
shares
|
$213,250
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$205,741
0.16% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
6,567
shares
|
$194,908
0.12% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,303
shares
|
$187,073
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|