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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
4,640
shares
|
$145,232
0.06% of portfolio
|
Q2 2025
Added 53.34%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
4,159
shares
|
$130,176
0.08% of portfolio
|
Q2 2025
Added 14.7%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,140
shares
|
$129,582
0.05% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
4,026
shares
|
$126,013
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
3,909
shares
|
$122,351
0.04% of portfolio
|
Q2 2025
Reduced 89.46%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
3,696
shares
|
$115,684
0.01% of portfolio
|
Q2 2025
Reduced 22.52%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
3,544
shares
|
$110,927
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
3,528
shares
|
$110,426
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$101,599
0.06% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$76,591
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,266
shares
|
$70,925
0.01% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,225
shares
|
$69,642
0.01% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
2,001
shares
|
$62,631
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$57,341
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$53,961
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,690
shares
|
$52,897
0.01% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
1,590
shares
|
$49,767
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$49,422
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,455
shares
|
$45,541
0.0% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
1,412
shares
|
$44,195
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,334
shares
|
$41,754
0.01% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,281
shares
|
$40,095
0.0% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,183
shares
|
$37,027
0.0% of portfolio
|
Q2 2025
Added 4829.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,093
shares
|
$34,210
0.0% of portfolio
|
Q2 2025
Added 38.88%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,080
shares
|
$33,804
0.0% of portfolio
|
Q4 2022
Reduced 12.2%
|