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 567 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
101,600
shares
|
$2.97 Million
1.13% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
101,346
shares
|
$2.97 Million
0.76% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
97,414
shares
|
$2.85 Million
1.35% of portfolio
|
Q2 2025
Added 1052.83%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96,473
shares
|
$2.82 Million
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
95,395
shares
|
$2.79 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
94,973
shares
|
$2.78 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
94,891
shares
|
$2.78 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
93,308
shares
|
$2.73 Million
0.07% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
91,749
shares
|
$2.69 Million
1.28% of portfolio
|
Q1 2025
Added 31.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
91,728
shares
|
$2.69 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
91,717
shares
|
$2.69 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
91,689
shares
|
$2.68 Million
0.91% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
89,247
shares
|
$2.61 Million
1.22% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
88,057
shares
|
$2.58 Million
1.06% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
87,802
shares
|
$2.57 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
87,462
shares
|
$2.56 Million
1.39% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
86,600
shares
|
$2.54 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
84,627
shares
|
$2.48 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
84,543
shares
|
$2.48 Million
0.67% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.46 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
83,823
shares
|
$2.45 Million
0.02% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
82,799
shares
|
$2.42 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
82,386
shares
|
$2.41 Million
0.22% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
82,044
shares
|
$2.4 Million
2.44% of portfolio
|
Q1 2025
Added 0.31%
|