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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
60,700
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
60,251
shares
|
$1.56 Million
1.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Nov 12, 2024 Q3 2024 |
60,232
shares
|
$1.56 Million
1.18% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
59,921
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
59,770
shares
|
$1.54 Million
1.36% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
58,924
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
58,636
shares
|
$1.51 Million
0.26% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
58,151
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
57,980
shares
|
$1.5 Million
0.26% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
57,362
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
57,338
shares
|
$1.48 Million
0.81% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
56,929
shares
|
$1.47 Million
0.8% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
56,747
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
56,286
shares
|
$1.45 Million
1.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,900
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
54,577
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
54,161
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
52,101
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
51,863
shares
|
$1.34 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
50,774
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
50,632
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 138.57%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
49,819
shares
|
$1.29 Million
0.94% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
47,006
shares
|
$1.21 Million
0.23% of portfolio
|
Q3 2024
Reduced 10.62%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
44,957
shares
|
$1.16 Million
1.07% of portfolio
|
Q3 2024
New holding
|