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 |
|---|---|---|---|---|---|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
6,019
shares
|
$178,643
0.15% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,913
shares
|
$175,497
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,581
shares
|
$165,644
0.06% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,425
shares
|
$161,014
0.0% of portfolio
|
Q1 2025
Added 569.75%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$153,356
0.08% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
4,866
shares
|
$144,422
0.04% of portfolio
|
Q2 2025
Reduced 63.22%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,770
shares
|
$141,573
0.01% of portfolio
|
Q1 2025
Added 16.91%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,026
shares
|
$119,491
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,909
shares
|
$116,019
0.04% of portfolio
|
Q2 2025
Reduced 89.46%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
3,626
shares
|
$107,619
0.07% of portfolio
|
Q1 2025
Added 27.18%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,528
shares
|
$104,711
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$96,341
0.06% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,082
shares
|
$91,473
0.01% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,026
shares
|
$89,811
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,451
shares
|
$72,745
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$72,626
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,222
shares
|
$65,948
0.01% of portfolio
|
Q1 2025
Added 468.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,115
shares
|
$62,773
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
2,001
shares
|
$59,389
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$54,373
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$51,168
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
1,590
shares
|
$47,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$46,864
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,500
shares
|
$44,520
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,455
shares
|
$43,184
0.0% of portfolio
|
Q1 2025
Reduced 40.73%
|