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 633 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
434,485
shares
|
$14.1 Million
2.02% of portfolio
|
Q4 2025
Reduced 5.21%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 07, 2026 Q4 2025 |
430,016
shares
|
$14 Million
2.36% of portfolio
|
Q4 2025
Added 2.89%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
429,950
shares
|
$14 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
423,250
shares
|
$13.8 Million
0.47% of portfolio
|
Q4 2025
Reduced 21.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
420,052
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
416,308
shares
|
$13.5 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
412,468
shares
|
$13.4 Million
0.79% of portfolio
|
Q4 2025
Reduced 17.09%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
406,120
shares
|
$13.2 Million
8.8% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
405,676
shares
|
$13.2 Million
2.15% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
400,278
shares
|
$13 Million
3.48% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
398,056
shares
|
$12.9 Million
2.29% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
397,512
shares
|
$12.9 Million
6.07% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
397,199
shares
|
$12.9 Million
2.06% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
394,232
shares
|
$12.8 Million
2.24% of portfolio
|
Q3 2025
Reduced 22.09%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
390,466
shares
|
$12.7 Million
0.9% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
378,417
shares
|
$12.3 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
376,215
shares
|
$12.2 Million
6.96% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
358,126
shares
|
$11.6 Million
0.05% of portfolio
|
Q3 2025
Added 32.92%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
353,109
shares
|
$11.5 Million
5.05% of portfolio
|
Q3 2025
Added 2432.88%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Jan 08, 2026 Q4 2025 |
351,719
shares
|
$11.4 Million
2.51% of portfolio
|
Q4 2025
Reduced 0.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
350,866
shares
|
$11.4 Million
2.42% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
350,584
shares
|
$11.4 Million
1.78% of portfolio
|
Q3 2025
Added 106.16%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
337,462
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
336,650
shares
|
$10.9 Million
0.36% of portfolio
|
Q3 2025
Added 2.68%
|
|