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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
734,397
shares
|
$23 Million
2.5% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Morling Financial Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
727,083
shares
|
$22.8 Million
8.08% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
712,989
shares
|
$22.3 Million
5.82% of portfolio
|
Q2 2025
Added 32.15%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
699,313
shares
|
$21.9 Million
1.62% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
698,320
shares
|
$21.9 Million
0.26% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
686,092
shares
|
$21.5 Million
1.57% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
681,032
shares
|
$21.3 Million
3.54% of portfolio
|
Q2 2025
Added 60.7%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
679,475
shares
|
$21.3 Million
3.3% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
670,251
shares
|
$21 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
669,377
shares
|
$21 Million
0.28% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
665,118
shares
|
$20.8 Million
1.46% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
655,714
shares
|
$20.5 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
650,034
shares
|
$20.3 Million
7.91% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
636,449
shares
|
$19.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
632,947
shares
|
$19.8 Million
3.32% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
624,910
shares
|
$19.6 Million
1.52% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
606,532
shares
|
$19 Million
2.31% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
606,068
shares
|
$19 Million
0.02% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
601,614
shares
|
$18.8 Million
2.34% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
601,025
shares
|
$18.8 Million
2.41% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
583,847
shares
|
$18.3 Million
2.29% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
578,272
shares
|
$18.1 Million
0.69% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jul 10, 2025 Q2 2025 |
569,117
shares
|
$17.8 Million
6.11% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
564,701
shares
|
$17.7 Million
6.8% of portfolio
|
Q2 2025
Added 0.84%
|