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 574 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $4.93 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
386,807
shares
|
$11.5 Million
4.24% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
384,010
shares
|
$11.4 Million
5.65% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
378,081
shares
|
$11.2 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
373,410
shares
|
$11.1 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
370,668
shares
|
$11 Million
1.99% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
369,241
shares
|
$11 Million
0.12% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
367,414
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
367,294
shares
|
$10.9 Million
2.64% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
362,622
shares
|
$10.8 Million
6.38% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
359,709
shares
|
$10.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
357,945
shares
|
$10.6 Million
0.8% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
354,067
shares
|
$10.5 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
354,033
shares
|
$10.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
346,996
shares
|
$10.3 Million
2.34% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
344,790
shares
|
$10.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
336,627
shares
|
$9.99 Million
4.88% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
335,772
shares
|
$9.97 Million
2.09% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
327,344
shares
|
$9.72 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
322,552
shares
|
$9.57 Million
5.46% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
321,741
shares
|
$9.55 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
318,236
shares
|
$9.45 Million
3.49% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
310,391
shares
|
$9.21 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
306,083
shares
|
$9.08 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
289,754
shares
|
$8.6 Million
4.39% of portfolio
|
Q1 2025
Added 1.32%
|