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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
408,224
shares
|
$12.8 Million
2.56% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
405,676
shares
|
$12.7 Million
2.15% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
403,358
shares
|
$12.6 Million
0.69% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
398,186
shares
|
$12.5 Million
0.38% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
397,760
shares
|
$12.4 Million
9.18% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
396,590
shares
|
$12.4 Million
1.1% of portfolio
|
Q2 2025
Added 6.21%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Aug 11, 2025 Q2 2025 |
391,008
shares
|
$12.2 Million
5.88% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
386,807
shares
|
$12.1 Million
4.24% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
378,081
shares
|
$11.8 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
374,342
shares
|
$11.7 Million
0.12% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
374,162
shares
|
$11.7 Million
0.84% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
370,668
shares
|
$11.6 Million
1.99% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
368,560
shares
|
$11.5 Million
2.68% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
362,622
shares
|
$11.4 Million
6.38% of portfolio
|
Q2 2025
Reduced 17.01%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jul 11, 2025 Q2 2025 |
354,067
shares
|
$11.1 Million
1.33% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$11 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
349,225
shares
|
$10.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
346,996
shares
|
$10.9 Million
2.34% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
335,772
shares
|
$10.5 Million
2.09% of portfolio
|
Q2 2025
Added 7.61%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
327,854
shares
|
$10.3 Million
0.34% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
322,097
shares
|
$10.1 Million
0.23% of portfolio
|
Q2 2025
Added 193.35%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
321,410
shares
|
$10.1 Million
0.95% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
318,236
shares
|
$9.96 Million
3.49% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
316,464
shares
|
$9.91 Million
0.08% of portfolio
|
Q2 2025
Added 11.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
310,200
shares
|
$9.71 Million
0.02% of portfolio
|
Q2 2025
Added 96.56%
|