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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
150,272
shares
|
$4.7 Million
2.16% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$4.68 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
146,271
shares
|
$4.58 Million
2.93% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
144,115
shares
|
$4.51 Million
0.96% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
143,967
shares
|
$4.51 Million
2.71% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
143,878
shares
|
$4.5 Million
1.94% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
140,248
shares
|
$4.39 Million
2.18% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
139,629
shares
|
$4.37 Million
2.63% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
137,371
shares
|
$4.3 Million
0.27% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$4.27 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
136,277
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2025
Added 82.01%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
135,374
shares
|
$4.24 Million
0.2% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
133,166
shares
|
$4.17 Million
3.33% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
131,790
shares
|
$4.13 Million
2.56% of portfolio
|
Q2 2025
Added 55.73%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
131,563
shares
|
$4.12 Million
2.87% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
125,397
shares
|
$3.92 Million
0.13% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
125,008
shares
|
$3.91 Million
1.76% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.79 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.79 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
117,722
shares
|
$3.68 Million
2.44% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
116,713
shares
|
$3.65 Million
1.03% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
116,272
shares
|
$3.64 Million
1.41% of portfolio
|
Q2 2025
Added 80.44%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
115,276
shares
|
$3.61 Million
0.61% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
114,703
shares
|
$3.59 Million
0.09% of portfolio
|
Q2 2025
Added 10.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
111,944
shares
|
$3.5 Million
0.03% of portfolio
|
Q2 2025
Added 33.55%
|