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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,191
shares
|
$38,707
0.0% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,080
shares
|
$35,100
0.0% of portfolio
|
Q4 2022
Reduced 12.2%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,058
shares
|
$34,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,012
shares
|
$32,890
0.0% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$31,330
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
916
shares
|
$29,770
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
875
shares
|
$28,437
0.0% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
847
shares
|
$27,527
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
847
shares
|
$27,527
0.01% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
841
shares
|
$27,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
824
shares
|
$26,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$26,487
0.0% of portfolio
|
Q3 2025
Added 307.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
810
shares
|
$26,325
0.0% of portfolio
|
Q3 2025
Reduced 84.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$26,130
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
792
shares
|
$25,740
0.0% of portfolio
|
Q3 2025
Reduced 38.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
739
shares
|
$24,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
682
shares
|
$22,165
0.0% of portfolio
|
Q3 2025
Reduced 37.6%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
654
shares
|
$21,255
0.0% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
577
shares
|
$18,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
571
shares
|
$18,557
0.0% of portfolio
|
Q3 2025
Added 161.93%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
555
shares
|
$18,037
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
546
shares
|
$17,745
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
521
shares
|
$16,932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
495
shares
|
$16,087
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
488
shares
|
$15,860
0.0% of portfolio
|
Q3 2025
Reduced 13.78%
|
|