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 |
|---|---|---|---|---|---|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
10,524
shares
|
$329,401
0.12% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
10,438
shares
|
$326,709
0.15% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Peirce Capital Management, LLC
The Woodlands, TX |
Jul 07, 2025 Q2 2025 |
10,185
shares
|
$318,790
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
10,135
shares
|
$317,225
0.21% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
9,850
shares
|
$308,305
0.0% of portfolio
|
Q2 2025
Reduced 21.37%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
9,793
shares
|
$306,520
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
9,747
shares
|
$305,081
0.22% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
9,693
shares
|
$303,390
0.11% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
9,659
shares
|
$302,326
0.11% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
9,609
shares
|
$300,761
0.19% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,608
shares
|
$300,730
0.0% of portfolio
|
Q2 2025
Added 52.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
9,471
shares
|
$296,442
0.07% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Jul 23, 2025 Q2 2025 |
9,310
shares
|
$291,403
0.19% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
9,284
shares
|
$290,589
0.24% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
9,222
shares
|
$288,648
0.14% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Aug 11, 2025 Q2 2025 |
8,870
shares
|
$277,631
0.11% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,861
shares
|
$277,349
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 05, 2025 Q2 2025 |
8,833
shares
|
$276,472
0.11% of portfolio
|
Q2 2025
Reduced 72.21%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
8,823
shares
|
$276,159
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,662
shares
|
$271,120
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,602
shares
|
$269,242
0.23% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
8,518
shares
|
$266,613
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Jul 28, 2025 Q2 2025 |
8,486
shares
|
$265,611
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
8,473
shares
|
$265,204
0.02% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
8,439
shares
|
$264,140
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|