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 575 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 |
|---|---|---|---|---|---|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
143,317
shares
|
$4.25 Million
0.9% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
140,248
shares
|
$4.16 Million
2.14% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$4.05 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
133,000
shares
|
$3.95 Million
0.21% of portfolio
|
Q1 2025
Added 319.64%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
132,850
shares
|
$3.94 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
125,397
shares
|
$3.72 Million
0.13% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
125,298
shares
|
$3.72 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
123,997
shares
|
$3.68 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.6 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.6 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
119,008
shares
|
$3.53 Million
2.67% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
117,134
shares
|
$3.48 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
116,713
shares
|
$3.46 Million
1.03% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
115,276
shares
|
$3.42 Million
0.61% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
114,703
shares
|
$3.4 Million
0.09% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
114,663
shares
|
$3.4 Million
2.45% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
112,785
shares
|
$3.35 Million
2.24% of portfolio
|
Q1 2025
Added 51.93%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
112,423
shares
|
$3.34 Million
2.88% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
111,340
shares
|
$3.3 Million
0.22% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
110,880
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
109,800
shares
|
$3.26 Million
0.07% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
106,932
shares
|
$3.17 Million
0.29% of portfolio
|
Q2 2025
Added 9.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
106,295
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$3.15 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
105,262
shares
|
$3.12 Million
0.14% of portfolio
|
Q1 2025
Added 13.98%
|