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 564 institutions that hold shares in the stock, with a total of 162 Million shares, which have been reported (via 13F filing form) to have a value of $4.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
96,473
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
95,395
shares
|
$2.63 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
94,973
shares
|
$2.62 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
94,891
shares
|
$2.62 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
93,308
shares
|
$2.57 Million
0.07% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92,793
shares
|
$2.56 Million
0.18% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
92,184
shares
|
$2.54 Million
0.43% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
91,749
shares
|
$2.53 Million
1.28% of portfolio
|
Q1 2025
Added 31.47%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
91,728
shares
|
$2.53 Million
0.1% of portfolio
|
Q1 2025
Reduced 32.12%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
91,689
shares
|
$2.53 Million
0.91% of portfolio
|
Q1 2025
Added 28.18%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Apr 24, 2025 Q1 2025 |
89,247
shares
|
$2.46 Million
1.22% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
87,802
shares
|
$2.42 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
87,462
shares
|
$2.41 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
|
$2.39 Million
0.08% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
85,443
shares
|
$2.36 Million
0.98% of portfolio
|
Q1 2025
Added 246.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.34 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
|
$2.33 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
84,543
shares
|
$2.33 Million
0.67% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.31 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
83,823
shares
|
$2.31 Million
0.02% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
82,799
shares
|
$2.28 Million
1.14% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
82,386
shares
|
$2.27 Million
0.22% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
82,044
shares
|
$2.26 Million
2.44% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Apr 23, 2025 Q1 2025 |
81,093
shares
|
$2.24 Million
0.93% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.19 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|