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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
185,711
shares
|
$5.81 Million
3.5% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jul 22, 2025 Q2 2025 |
181,273
shares
|
$5.67 Million
3.29% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
181,232
shares
|
$5.67 Million
0.32% of portfolio
|
Q2 2025
Added 14.66%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
181,127
shares
|
$5.67 Million
1.78% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
178,036
shares
|
$5.57 Million
3.48% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
177,328
shares
|
$5.55 Million
2.25% of portfolio
|
Q2 2025
Added 53963.41%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
176,830
shares
|
$5.53 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$5.51 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
175,065
shares
|
$5.48 Million
2.47% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
173,904
shares
|
$5.44 Million
2.75% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
170,053
shares
|
$5.32 Million
2.96% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
166,786
shares
|
$5.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
165,556
shares
|
$5.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
164,468
shares
|
$5.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
162,605
shares
|
$5.09 Million
3.17% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
162,232
shares
|
$5.08 Million
0.69% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
156,995
shares
|
$4.91 Million
2.17% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
156,818
shares
|
$4.91 Million
1.41% of portfolio
|
Q2 2025
Reduced 21.72%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jul 15, 2025 Q2 2025 |
155,398
shares
|
$4.86 Million
3.45% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
153,806
shares
|
$4.81 Million
2.66% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
153,264
shares
|
$4.8 Million
0.15% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
153,118
shares
|
$4.79 Million
3.07% of portfolio
|
Q2 2025
Added 35.76%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
153,083
shares
|
$4.79 Million
2.79% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
151,097
shares
|
$4.73 Million
1.08% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Jul 14, 2025 Q2 2025 |
151,054
shares
|
$4.73 Million
2.14% of portfolio
|
Q2 2025
Added 8.76%
|