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 635 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Oct 31, 2025 Q3 2025 |
12,668,769
shares
|
$412 Million
1.35% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
12,152,804
shares
|
$395 Million
3.91% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
6,449,669
shares
|
$210 Million
0.03% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
5,763,021
shares
|
$187 Million
0.01% of portfolio
|
Q3 2025
Added 13.56%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
4,487,825
shares
|
$146 Million
1.97% of portfolio
|
Q3 2025
Added 75.23%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
4,020,549
shares
|
$131 Million
4.18% of portfolio
|
Q3 2025
Added 11.26%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,961,957
shares
|
$129 Million
0.16% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Nov 07, 2025 Q3 2025 |
3,086,900
shares
|
$100 Million
0.96% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
2,739,217
shares
|
$89 Million
5.32% of portfolio
|
Q3 2025
Added 38.97%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,627,858
shares
|
$85.4 Million
0.44% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,519,591
shares
|
$81.9 Million
6.75% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
2,444,476
shares
|
$79.4 Million
5.72% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$70.6 Million
5.22% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
2,163,765
shares
|
$70.3 Million
0.08% of portfolio
|
Q3 2025
Added 597.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
2,122,727
shares
|
$69 Million
0.08% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,943,629
shares
|
$63.2 Million
0.04% of portfolio
|
Q3 2025
Added 3.83%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,863,434
shares
|
$60.6 Million
1.19% of portfolio
|
Q3 2025
Added 5.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,811,280
shares
|
$58.9 Million
0.01% of portfolio
|
Q2 2025
Added 21.7%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
1,756,250
shares
|
$57.1 Million
3.58% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,742,113
shares
|
$56.6 Million
5.48% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,718,626
shares
|
$55.9 Million
3.56% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
1,697,608
shares
|
$55.2 Million
1.09% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Millburn Ridgefield Corp
|
Oct 30, 2025 Q3 2025 |
1,697,608
shares
|
$55.2 Million
1.28% of portfolio
|
Q2 2025
Reduced 13.57%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,506,344
shares
|
$49 Million
0.25% of portfolio
|
Q2 2025
Added 115.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,505,896
shares
|
$48.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.93%
|
|