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 |
|---|---|---|---|---|---|
|
Banco De Sabadell, S.A
Miami, FL |
Aug 13, 2025 Q2 2025 |
1,058
shares
|
$33,115
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
974
shares
|
$30,486
0.0% of portfolio
|
Q2 2025
Added 314.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$30,173
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
962
shares
|
$30,110
0.0% of portfolio
|
Q2 2025
Added 151.17%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
916
shares
|
$28,670
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
847
shares
|
$26,511
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
847
shares
|
$26,511
0.0% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$25,165
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
753
shares
|
$23,568
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
739
shares
|
$23,130
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
624
shares
|
$19,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
577
shares
|
$18,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
566
shares
|
$17,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
558
shares
|
$17,465
0.0% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
551
shares
|
$17,246
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
521
shares
|
$16,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
495
shares
|
$15,493
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
413
shares
|
$12,926
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
408
shares
|
$12,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
368
shares
|
$11,518
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
363
shares
|
$11,361
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
350
shares
|
$10,955
0.0% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
320
shares
|
$10,016
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
296
shares
|
$9,264
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
293
shares
|
$9,170
0.0% of portfolio
|
Q1 2024
Added 8.12%
|