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 |
|---|---|---|---|---|---|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
295,326
shares
|
$9.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 32.77%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
294,847
shares
|
$9.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Aug 05, 2025 Q2 2025 |
292,656
shares
|
$9.16 Million
5.36% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jul 29, 2025 Q2 2025 |
289,467
shares
|
$9.06 Million
4.86% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
289,367
shares
|
$9.06 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
289,365
shares
|
$9.06 Million
4.66% of portfolio
|
Q2 2025
Reduced 96.55%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$8.96 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jul 30, 2025 Q2 2025 |
285,802
shares
|
$8.95 Million
1.9% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Aug 14, 2025 Q2 2025 |
285,591
shares
|
$8.94 Million
0.68% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
284,846
shares
|
$8.92 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
283,313
shares
|
$8.87 Million
0.02% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
274,713
shares
|
$8.6 Million
3.07% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
271,933
shares
|
$8.51 Million
2.67% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
269,425
shares
|
$8.43 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
266,563
shares
|
$8.34 Million
2.03% of portfolio
|
Q2 2025
Added 25.01%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
265,962
shares
|
$8.32 Million
3.41% of portfolio
|
Q2 2025
Added 11.31%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
263,250
shares
|
$8.24 Million
0.05% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
258,097
shares
|
$8.08 Million
1.04% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
257,995
shares
|
$8.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
256,073
shares
|
$8.02 Million
2.76% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
255,997
shares
|
$8.01 Million
1.59% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
253,076
shares
|
$7.92 Million
2.37% of portfolio
|
Q3 2022
Added 1129.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
250,815
shares
|
$7.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
249,747
shares
|
$7.82 Million
0.63% of portfolio
|
Q3 2022
Added 51.96%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
243,660
shares
|
$7.63 Million
2.3% of portfolio
|
Q4 2024
Added 32.04%
|