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 |
|---|---|---|---|---|---|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
231,239
shares
|
$6.86 Million
2.87% of portfolio
|
Q2 2025
Added 11.68%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
231,124
shares
|
$6.86 Million
2.56% of portfolio
|
Q2 2025
Added 127.48%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
230,165
shares
|
$6.83 Million
4.25% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
229,585
shares
|
$6.81 Million
4.12% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
225,808
shares
|
$6.7 Million
1.46% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jul 11, 2025 Q2 2025 |
224,497
shares
|
$6.66 Million
4.39% of portfolio
|
Q2 2025
Added 10.36%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
223,717
shares
|
$6.64 Million
3.28% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
222,820
shares
|
$6.61 Million
1.85% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Jul 17, 2025 Q2 2025 |
222,257
shares
|
$6.6 Million
4.3% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
220,653
shares
|
$6.55 Million
3.12% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
217,753
shares
|
$6.46 Million
2.55% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
216,687
shares
|
$6.43 Million
2.02% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Jul 16, 2025 Q2 2025 |
213,560
shares
|
$6.34 Million
4.38% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
213,232
shares
|
$6.33 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
211,414
shares
|
$6.27 Million
5.58% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
209,331
shares
|
$6.21 Million
0.51% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
209,331
shares
|
$6.21 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
207,419
shares
|
$6.16 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
201,988
shares
|
$6 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
194,522
shares
|
$5.77 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
|
$5.64 Million
0.52% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
188,322
shares
|
$5.59 Million
1.49% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
187,127
shares
|
$5.55 Million
2.76% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
181,273
shares
|
$5.38 Million
3.29% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
181,232
shares
|
$5.38 Million
0.32% of portfolio
|
Q2 2025
Added 14.66%
|