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 574 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 $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
235
shares
|
$6,974
0.0% of portfolio
|
Q4 2024
Added 2250.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
222
shares
|
$6,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
205
shares
|
$6,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
200
shares
|
$5,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
193
shares
|
$5,728
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
181
shares
|
$5,372
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
181
shares
|
$5,372
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
149
shares
|
$4,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
136
shares
|
$4,036
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
133
shares
|
$3,947
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
128
shares
|
$3,799
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
125
shares
|
$3,710
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$2,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
96
shares
|
$2,849
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
96
shares
|
$2,849
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
81
shares
|
$2,404
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
62
shares
|
$1,840
0.0% of portfolio
|
Q1 2025
Reduced 55.07%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
45
shares
|
$1,335
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
40
shares
|
$1,187
0.0% of portfolio
|
Q1 2025
Reduced 74.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
31
shares
|
$920
0.0% of portfolio
|
Q4 2023
Reduced 86.58%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
13
shares
|
$385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12
shares
|
$356
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
6
shares
|
$178
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|