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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
668,387
shares
|
$17.1 Million
2.77% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
662,031
shares
|
$17 Million
0.12% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
654,372
shares
|
$16.8 Million
0.17% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
630,771
shares
|
$16.2 Million
8.35% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
626,845
shares
|
$16.1 Million
0.03% of portfolio
|
Q3 2024
Added 13.33%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
618,047
shares
|
$15.8 Million
6.57% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
608,843
shares
|
$15.6 Million
2.34% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
589,437
shares
|
$15.1 Million
3.18% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
587,572
shares
|
$15 Million
2.29% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
581,307
shares
|
$14.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
569,015
shares
|
$14.6 Million
0.03% of portfolio
|
Q3 2024
Added 52.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
560,618
shares
|
$14.4 Million
0.35% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
556,939
shares
|
$14.3 Million
0.24% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
551,266
shares
|
$14.1 Million
2.11% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
549,062
shares
|
$14.1 Million
3.61% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
545,405
shares
|
$14 Million
0.6% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
540,030
shares
|
$13.8 Million
6.21% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
525,840
shares
|
$13.5 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
517,210
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Added 14.32%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
503,962
shares
|
$12.9 Million
4.66% of portfolio
|
Q3 2024
Reduced 7.67%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$12.6 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
487,353
shares
|
$12.5 Million
0.37% of portfolio
|
Q4 2024
Added 17.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
477,680
shares
|
$12.2 Million
6.89% of portfolio
|
Q3 2024
Added 11.51%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
476,094
shares
|
$12.2 Million
3.35% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
473,470
shares
|
$12.1 Million
0.67% of portfolio
|
Q4 2024
Added 8.13%
|