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 603 institutions that hold shares in the stock, with a total of 175 Million shares, which have been reported (via 13F filing form) to have a value of $5.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
12,668,769
shares
|
$384 Million
1.34% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,129,964
shares
|
$367 Million
3.78% of portfolio
|
Q2 2025
Added 13.91%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
6,126,711
shares
|
$186 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,074,985
shares
|
$154 Million
0.01% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,777,597
shares
|
$114 Million
0.16% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
3,613,675
shares
|
$109 Million
3.74% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Aug 07, 2025 Q2 2025 |
3,086,900
shares
|
$93.5 Million
0.99% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,610,903
shares
|
$79.1 Million
0.43% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,561,130
shares
|
$77.6 Million
1.24% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,519,591
shares
|
$76.3 Million
6.75% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,332,326
shares
|
$70.6 Million
0.02% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$65.8 Million
5.22% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,079,940
shares
|
$63 Million
0.08% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
1,971,067
shares
|
$59.7 Million
5.51% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,871,896
shares
|
$56.7 Million
0.04% of portfolio
|
Q2 2025
Added 25.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,793,035
shares
|
$54.3 Million
0.01% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
1,764,427
shares
|
$53.4 Million
1.17% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,714,470
shares
|
$51.9 Million
3.43% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,709,564
shares
|
$51.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Millburn Ridgefield Corp
|
Jul 29, 2025 Q2 2025 |
1,697,608
shares
|
$51.4 Million
1.18% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
1,697,608
shares
|
$51.4 Million
1.01% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,684,331
shares
|
$51 Million
5.48% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
1,535,545
shares
|
$46.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,509,084
shares
|
$45.7 Million
3.27% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,506,344
shares
|
$45.6 Million
0.25% of portfolio
|
Q2 2025
Added 115.88%
|