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 634 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 $6.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$167,927
0.08% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
4,771
shares
|
$155,057
0.08% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,140
shares
|
$134,550
0.05% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
4,026
shares
|
$130,845
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
3,937
shares
|
$127,952
0.04% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,528
shares
|
$114,660
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$105,495
0.06% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,040
shares
|
$98,800
0.01% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,636
shares
|
$85,670
0.0% of portfolio
|
Q3 2025
Added 1600.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$79,527
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,266
shares
|
$73,645
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,228
shares
|
$72,410
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$65,000
0.0% of portfolio
|
Q3 2025
Added 3289.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$59,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$56,030
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,690
shares
|
$54,925
0.01% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,669
shares
|
$54,242
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,590
shares
|
$51,675
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$51,317
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,535
shares
|
$49,887
0.02% of portfolio
|
Q3 2025
Reduced 66.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,455
shares
|
$47,287
0.0% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,412
shares
|
$45,890
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,345
shares
|
$43,712
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
1,334
shares
|
$43,355
0.01% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,280
shares
|
$41,600
0.0% of portfolio
|
Q4 2025
Added 18.52%
|
|