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 |
|---|---|---|---|---|---|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
57,038
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.95%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
57,026
shares
|
$1.57 Million
0.14% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
55,955
shares
|
$1.54 Million
0.75% of portfolio
|
Q1 2025
Added 187.97%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
55,539
shares
|
$1.53 Million
0.26% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
53,843
shares
|
$1.48 Million
0.82% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
53,501
shares
|
$1.48 Million
0.22% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
53,104
shares
|
$1.46 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
52,834
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
52,525
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 33.92%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
52,012
shares
|
$1.43 Million
1.16% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
51,679
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
May 05, 2025 Q1 2025 |
51,412
shares
|
$1.42 Million
0.96% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
49,640
shares
|
$1.37 Million
0.76% of portfolio
|
Q1 2025
Reduced 16.41%
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
49,628
shares
|
$1.37 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.32 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
47,610
shares
|
$1.31 Million
0.62% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
46,586
shares
|
$1.28 Million
0.89% of portfolio
|
Q1 2025
Added 2.71%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
46,248
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
May 05, 2025 Q1 2025 |
46,088
shares
|
$1.27 Million
0.59% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
44,940
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Added 13.42%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
44,470
shares
|
$1.23 Million
0.25% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
43,636
shares
|
$1.2 Million
0.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
43,309
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
40,560
shares
|
$1.12 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.09 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|