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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,275
shares
|
$37,842
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,183
shares
|
$35,111
0.0% of portfolio
|
Q2 2025
Added 4829.17%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,080
shares
|
$32,054
0.0% of portfolio
|
Q4 2022
Reduced 12.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$28,611
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
916
shares
|
$27,186
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
868
shares
|
$25,762
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
847
shares
|
$25,138
0.0% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$23,862
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
787
shares
|
$23,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
753
shares
|
$22,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
739
shares
|
$21,933
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
564
shares
|
$16,739
0.01% of portfolio
|
Q1 2025
Reduced 52.08%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
558
shares
|
$16,561
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
555
shares
|
$16,472
0.0% of portfolio
|
Q1 2025
Added 58.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
495
shares
|
$14,691
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
450
shares
|
$13,356
0.0% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
383
shares
|
$11,367
0.0% of portfolio
|
Q1 2025
Reduced 80.31%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
368
shares
|
$10,922
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
363
shares
|
$10,773
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
328
shares
|
$9,735
2.54% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
320
shares
|
$9,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
296
shares
|
$8,785
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
293
shares
|
$8,696
0.0% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
283
shares
|
$8,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
276
shares
|
$8,191
0.0% of portfolio
|
Q2 2025
New holding
|