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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
79,123
shares
|
$2.18 Million
0.36% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
78,975
shares
|
$2.18 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
78,501
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
78,091
shares
|
$2.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
77,440
shares
|
$2.14 Million
1.35% of portfolio
|
Q1 2025
Added 74.81%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
77,298
shares
|
$2.13 Million
0.15% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Waypoint Wealth Partners Inc.
|
May 13, 2025 Q1 2025 |
77,048
shares
|
$2.12 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
76,417
shares
|
$2.11 Million
0.67% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
75,417
shares
|
$2.08 Million
1.03% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
74,944
shares
|
$2.07 Million
1.93% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
First Financial Group Corp
Raleigh, NC |
Apr 22, 2025 Q1 2025 |
74,882
shares
|
$2.06 Million
2.19% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
74,872
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 118.5%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
74,190
shares
|
$2.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
73,971
shares
|
$2.04 Million
1.44% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
73,950
shares
|
$2.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
73,888
shares
|
$2.04 Million
0.56% of portfolio
|
Q1 2025
Added 7.57%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
73,284
shares
|
$2.02 Million
1.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
72,965
shares
|
$2.01 Million
0.63% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
72,739
shares
|
$2.01 Million
0.7% of portfolio
|
Q1 2025
Added 11.94%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
69,745
shares
|
$1.92 Million
0.3% of portfolio
|
Q1 2025
Added 6.92%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
69,456
shares
|
$1.91 Million
1.39% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
69,383
shares
|
$1.91 Million
1.45% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
69,243
shares
|
$1.91 Million
0.29% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
68,313
shares
|
$1.88 Million
1.62% of portfolio
|
Q1 2025
Added 91.5%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
68,100
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Reduced 44.34%
|