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 651 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jan 27, 2026 Q4 2025 |
10,294
shares
|
$334,555
0.13% of portfolio
|
Q4 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
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
10,029
shares
|
$325,942
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jan 27, 2026 Q4 2025 |
9,950
shares
|
$323,375
0.22% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jan 27, 2026 Q4 2025 |
9,903
shares
|
$321,847
0.13% of portfolio
|
Q4 2025
Added 40.45%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
9,793
shares
|
$318,272
0.01% of portfolio
|
Q2 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%
|
|
|
Matisse Capital
|
Jan 29, 2026 Q4 2025 |
9,687
shares
|
$314,827
0.15% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
9,659
shares
|
$313,917
0.12% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2026 Q4 2025 |
9,649
shares
|
$313,592
0.17% of portfolio
|
Q4 2025
Added 2.18%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,376
shares
|
$304,720
0.07% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,373
shares
|
$304,622
0.11% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
9,333
shares
|
$303,322
0.07% of portfolio
|
Q4 2025
Reduced 4.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,300
shares
|
$302,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
9,222
shares
|
$299,715
0.14% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
9,154
shares
|
$297,505
0.11% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Concord Wealth Partners
|
Jan 29, 2026 Q4 2025 |
9,074
shares
|
$294,905
0.04% of portfolio
|
Q4 2025
Added 3.58%
|
|