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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
562,899
shares
|
$17.6 Million
0.47% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
534,959
shares
|
$16.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
526,905
shares
|
$16.5 Million
0.89% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
506,684
shares
|
$15.9 Million
0.47% of portfolio
|
Q2 2025
Added 78.28%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
506,033
shares
|
$15.8 Million
2.8% of portfolio
|
Q2 2025
Added 80.46%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
495,410
shares
|
$15.5 Million
3.7% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$15.4 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
483,005
shares
|
$15.1 Million
3.09% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
476,585
shares
|
$14.9 Million
0.82% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
471,205
shares
|
$14.7 Million
6.38% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
467,152
shares
|
$14.6 Million
0.08% of portfolio
|
Q2 2025
Added 17.08%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
463,274
shares
|
$14.5 Million
2.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
463,229
shares
|
$14.5 Million
1.44% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
First Bancorp, Inc
|
Jul 29, 2025 Q2 2025 |
454,237
shares
|
$14.2 Million
7.61% of portfolio
|
Q2 2025
Added 40.83%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
452,375
shares
|
$14.2 Million
2.18% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
451,463
shares
|
$14.1 Million
0.0% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
448,410
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
446,775
shares
|
$14 Million
3.37% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
444,832
shares
|
$13.9 Million
1.72% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
438,329
shares
|
$13.7 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
430,492
shares
|
$13.5 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
429,356
shares
|
$13.4 Million
0.35% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
427,571
shares
|
$13.4 Million
1.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
419,172
shares
|
$13.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.4%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Aug 14, 2025 Q2 2025 |
411,212
shares
|
$12.9 Million
4.06% of portfolio
|
Q2 2025
Added 5.94%
|