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 |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
256,766
shares
|
$8.34 Million
1.94% of portfolio
|
Q3 2025
Reduced 3.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
254,930
shares
|
$8.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
253,076
shares
|
$8.22 Million
2.37% of portfolio
|
Q3 2022
Added 1129.12%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
252,247
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Claris Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
251,805
shares
|
$8.18 Million
2.82% of portfolio
|
Q4 2025
Added 8.95%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
251,014
shares
|
$8.16 Million
3.01% of portfolio
|
Q3 2025
Added 6.32%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
249,827
shares
|
$8.12 Million
1.22% of portfolio
|
Q4 2025
Reduced 0.06%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
249,747
shares
|
$8.12 Million
0.63% of portfolio
|
Q3 2022
Added 51.96%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2026 Q4 2025 |
248,537
shares
|
$8.08 Million
4.41% of portfolio
|
Q4 2025
Added 2.48%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
248,144
shares
|
$8.06 Million
3.79% of portfolio
|
Q3 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
244,391
shares
|
$7.94 Million
2.98% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
244,098
shares
|
$7.93 Million
2.54% of portfolio
|
Q4 2025
Reduced 3.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
243,660
shares
|
$7.92 Million
2.3% of portfolio
|
Q4 2024
Added 32.04%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 04, 2025 Q3 2025 |
240,075
shares
|
$7.8 Million
4.58% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Jackson Thornton Asset Management, LLC
|
Oct 29, 2025 Q3 2025 |
238,025
shares
|
$7.74 Million
0.77% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
234,750
shares
|
$7.63 Million
0.37% of portfolio
|
Q4 2025
Added 14.18%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
226,486
shares
|
$7.36 Million
0.2% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
225,808
shares
|
$7.34 Million
1.46% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 15, 2026 Q4 2025 |
225,077
shares
|
$7.32 Million
2.16% of portfolio
|
Q4 2025
Added 17.71%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
Oct 22, 2025 Q3 2025 |
224,288
shares
|
$7.29 Million
4.58% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Nov 06, 2025 Q3 2025 |
223,565
shares
|
$7.27 Million
5.94% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
220,376
shares
|
$7.16 Million
3.25% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Nov 07, 2025 Q3 2025 |
219,873
shares
|
$7.15 Million
4.33% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
219,333
shares
|
$7.13 Million
3.05% of portfolio
|
Q3 2025
Added 45.96%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
219,050
shares
|
$7.12 Million
3.93% of portfolio
|
Q3 2025
Added 56.88%
|
|