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 537 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$12.3 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
486,813
shares
|
$12.2 Million
6.38% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
481,234
shares
|
$12 Million
4.08% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
478,249
shares
|
$12 Million
3.5% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
475,552
shares
|
$11.9 Million
0.78% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
473,470
shares
|
$11.8 Million
0.67% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
471,923
shares
|
$11.8 Million
2.09% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
461,634
shares
|
$11.6 Million
1.89% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
458,170
shares
|
$11.5 Million
1.35% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
454,936
shares
|
$11.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
436,950
shares
|
$10.9 Million
7.42% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
432,390
shares
|
$10.8 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
421,326
shares
|
$10.5 Million
2.62% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
414,112
shares
|
$10.4 Million
2.17% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
405,676
shares
|
$10.2 Million
2.15% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
389,584
shares
|
$9.75 Million
2.37% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
388,458
shares
|
$9.72 Million
4.29% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
388,160
shares
|
$9.71 Million
3.64% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
387,873
shares
|
$9.7 Million
8.67% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
383,899
shares
|
$9.61 Million
0.03% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
378,657
shares
|
$9.47 Million
0.31% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
375,671
shares
|
$9.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
371,348
shares
|
$9.29 Million
0.02% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
371,249
shares
|
$9.29 Million
0.0% of portfolio
|
Q4 2024
Added 19.64%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
369,590
shares
|
$9.25 Million
0.33% of portfolio
|
Q4 2024
Added 0.72%
|