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 578 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 $4.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
181,127
shares
|
$5.38 Million
1.78% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
179,861
shares
|
$5.34 Million
3.4% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Henry Capital, LLC
|
Jul 15, 2025 Q2 2025 |
178,036
shares
|
$5.28 Million
3.48% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
176,830
shares
|
$5.25 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$5.23 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
174,733
shares
|
$5.19 Million
2.45% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
166,786
shares
|
$4.95 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
162,656
shares
|
$4.83 Million
3.37% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
157,814
shares
|
$4.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 69.39%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
157,202
shares
|
$4.67 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
157,055
shares
|
$4.66 Million
2.71% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
156,995
shares
|
$4.66 Million
2.17% of portfolio
|
Q2 2025
Added 12.76%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
156,818
shares
|
$4.65 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
|
$4.61 Million
3.45% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jul 17, 2025 Q2 2025 |
153,806
shares
|
$4.56 Million
2.66% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
153,639
shares
|
$4.56 Million
2.3% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
153,083
shares
|
$4.54 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
|
$4.48 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
|
$4.48 Million
2.14% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$4.44 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
147,687
shares
|
$4.38 Million
2.77% of portfolio
|
Q1 2025
Added 218.17%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
146,256
shares
|
$4.34 Million
2.16% of portfolio
|
Q1 2025
Added 20.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
143,967
shares
|
$4.27 Million
2.71% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
143,878
shares
|
$4.27 Million
1.94% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
143,678
shares
|
$4.26 Million
0.21% of portfolio
|
Q1 2025
Added 8.15%
|