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 |
|---|---|---|---|---|---|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
238,923
shares
|
$7.48 Million
4.5% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
238,844
shares
|
$7.48 Million
0.81% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
236,199
shares
|
$7.39 Million
0.8% of portfolio
|
Q2 2025
Added 169.01%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 01, 2025 Q2 2025 |
236,097
shares
|
$7.39 Million
2.96% of portfolio
|
Q2 2025
Added 7.0%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jul 29, 2025 Q2 2025 |
235,229
shares
|
$7.36 Million
4.29% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
235,098
shares
|
$7.36 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
231,239
shares
|
$7.24 Million
2.87% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
231,124
shares
|
$7.23 Million
2.56% of portfolio
|
Q2 2025
Added 127.48%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Jul 29, 2025 Q2 2025 |
227,154
shares
|
$7.11 Million
5.82% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
225,808
shares
|
$7.07 Million
1.46% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
224,497
shares
|
$7.03 Million
4.39% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
223,717
shares
|
$7 Million
3.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
222,257
shares
|
$6.96 Million
4.3% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Aug 04, 2025 Q2 2025 |
217,880
shares
|
$6.82 Million
2.09% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
217,753
shares
|
$6.82 Million
2.55% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
216,573
shares
|
$6.78 Million
0.53% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
216,573
shares
|
$6.78 Million
0.1% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
216,207
shares
|
$6.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
215,910
shares
|
$6.76 Million
0.2% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
213,560
shares
|
$6.68 Million
4.38% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
213,154
shares
|
$6.67 Million
1.82% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
194,522
shares
|
$6.09 Million
1.38% of portfolio
|
Q2 2025
Added 69.88%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
189,931
shares
|
$5.94 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
188,322
shares
|
$5.89 Million
1.49% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
187,127
shares
|
$5.86 Million
2.76% of portfolio
|
Q2 2025
Added 1.59%
|