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 |
|---|---|---|---|---|---|
|
Schubert & CO
|
Jul 29, 2025 Q2 2025 |
8,414
shares
|
$263,358
0.21% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
8,354
shares
|
$261,480
0.05% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
8,276
shares
|
$259,038
0.04% of portfolio
|
Q2 2025
Added 291.3%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
8,276
shares
|
$259,038
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Aug 08, 2025 Q2 2025 |
8,166
shares
|
$255,595
0.16% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Aug 14, 2025 Q2 2025 |
7,902
shares
|
$247,332
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
7,873
shares
|
$246,424
0.05% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,571
shares
|
$236,972
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Univest Financial Corp
|
Aug 04, 2025 Q2 2025 |
7,567
shares
|
$236,847
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
7,501
shares
|
$234,781
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
7,488
shares
|
$234,374
0.07% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,487
shares
|
$234,343
0.02% of portfolio
|
Q2 2025
Added 142.93%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,462
shares
|
$233,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
7,318
shares
|
$229,053
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
7,185
shares
|
$224,890
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
7,145
shares
|
$223,638
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$216,971
0.16% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,581
shares
|
$205,985
0.14% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
6,019
shares
|
$188,394
0.15% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
5,913
shares
|
$185,076
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
5,495
shares
|
$171,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
5,315
shares
|
$166,359
0.0% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
5,176
shares
|
$162,008
0.06% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$161,727
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
|
$152,305
0.04% of portfolio
|
Q2 2025
Reduced 63.22%
|