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 474 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
67,879
shares
|
$1.75 Million
0.68% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
67,459
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
66,612
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2024
Added 78.83%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Oct 24, 2024 Q3 2024 |
66,410
shares
|
$1.72 Million
1.38% of portfolio
|
Q3 2024
Added 9.42%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
65,952
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
65,871
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
65,631
shares
|
$1.7 Million
0.68% of portfolio
|
Q3 2024
Added 24.27%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
65,299
shares
|
$1.69 Million
0.6% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
65,057
shares
|
$1.68 Million
1.03% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
64,688
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2024
Added 30.2%
|
|
|
Beta Wealth Group, Inc.
|
Nov 01, 2024 Q3 2024 |
64,234
shares
|
$1.66 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
64,185
shares
|
$1.66 Million
0.7% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
63,879
shares
|
$1.65 Million
0.36% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
63,878
shares
|
$1.65 Million
0.24% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Oct 04, 2024 Q3 2024 |
63,658
shares
|
$1.64 Million
1.05% of portfolio
|
Q2 2024
Reduced 46.19%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,612
shares
|
$1.64 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
63,549
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
63,519
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
63,338
shares
|
$1.64 Million
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,161
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2023
Added 37.87%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
61,919
shares
|
$1.6 Million
0.67% of portfolio
|
Q3 2024
Added 13.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,873
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
61,724
shares
|
$1.59 Million
1.55% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
61,414
shares
|
$1.59 Million
0.83% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
60,743
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 222.47%
|