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 633 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
7,930
shares
|
$257,725
0.2% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
7,858
shares
|
$255,385
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
7,700
shares
|
$250,250
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
7,691
shares
|
$249,957
0.18% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
7,626
shares
|
$247,845
0.14% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
7,614
shares
|
$247,455
0.01% of portfolio
|
Q4 2025
Added 6.28%
|
|
|
Scratch Capital LLC
Boise, ID |
Jan 12, 2026 Q4 2025 |
7,605
shares
|
$247,162
0.16% of portfolio
|
Q4 2025
Added 6.99%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
7,573
shares
|
$246,122
0.01% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
7,571
shares
|
$246,057
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
7,488
shares
|
$243,360
0.07% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,462
shares
|
$242,515
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
7,457
shares
|
$242,352
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
7,338
shares
|
$238,485
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,318
shares
|
$237,835
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
7,266
shares
|
$236,145
0.03% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
7,159
shares
|
$232,667
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
7,121
shares
|
$231,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
7,076
shares
|
$229,970
0.02% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
7,051
shares
|
$229,157
0.09% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Capital Performance Advisors LLP
|
Jan 16, 2026 Q4 2025 |
6,871
shares
|
$223,307
0.02% of portfolio
|
Q4 2025
Reduced 51.98%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,724
shares
|
$218,530
0.0% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,581
shares
|
$213,882
0.14% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Citrine Capital LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
6,562
shares
|
$213,265
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
6,487
shares
|
$210,827
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
6,487
shares
|
$210,827
0.09% of portfolio
|
Q3 2025
New holding
|
|