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 526 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
61,827
shares
|
$1.63 Million
0.27% of portfolio
|
Q4 2024
Added 31.53%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
61,414
shares
|
$1.62 Million
0.83% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
60,315
shares
|
$1.59 Million
0.16% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
60,215
shares
|
$1.59 Million
0.09% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
59,387
shares
|
$1.57 Million
1.06% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
59,201
shares
|
$1.56 Million
0.48% of portfolio
|
Q4 2024
Added 204.61%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
58,884
shares
|
$1.56 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
58,856
shares
|
$1.55 Million
0.76% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
57,603
shares
|
$1.52 Million
0.4% of portfolio
|
Q4 2024
Added 5.54%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
57,381
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
56,223
shares
|
$1.49 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
54,900
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
54,680
shares
|
$1.44 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
54,161
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
53,843
shares
|
$1.42 Million
0.82% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
53,737
shares
|
$1.42 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
51,825
shares
|
$1.37 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
49,366
shares
|
$1.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
49,283
shares
|
$1.3 Million
1.05% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
47,823
shares
|
$1.26 Million
0.97% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
46,418
shares
|
$1.23 Million
0.87% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
45,359
shares
|
$1.2 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
44,999
shares
|
$1.19 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
44,845
shares
|
$1.18 Million
0.58% of portfolio
|
Q4 2024
Added 70.21%
|