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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
33,626
shares
|
$869,904
0.03% of portfolio
|
Q3 2024
Added 10.97%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 15, 2024 Q3 2024 |
31,663
shares
|
$819,121
0.29% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
30,698
shares
|
$794,157
0.0% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
28,763
shares
|
$744,098
0.11% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$742,675
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
28,050
shares
|
$725,653
0.61% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
28,042
shares
|
$725,446
0.45% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,706
shares
|
$716,754
0.48% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
27,250
shares
|
$704,957
0.04% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
26,458
shares
|
$684,468
0.24% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Nov 07, 2024 Q3 2024 |
26,347
shares
|
$681,596
0.38% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cordant, Inc.
Portland, OR |
Oct 16, 2024 Q3 2024 |
26,291
shares
|
$680,148
0.37% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$652,829
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
25,014
shares
|
$647,112
0.24% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
24,809
shares
|
$641,808
0.03% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Dbk Financial Counsel, LLC
|
Oct 02, 2024 Q3 2024 |
24,551
shares
|
$635,134
0.69% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
24,496
shares
|
$633,711
0.25% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
24,278
shares
|
$628,071
0.09% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
24,203
shares
|
$626,131
1.48% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
24,067
shares
|
$622,613
0.24% of portfolio
|
Q3 2024
Added 151.77%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
23,485
shares
|
$607,556
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
22,963
shares
|
$594,052
0.07% of portfolio
|
Q3 2024
Added 16.04%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$581,402
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
Oct 21, 2024 Q3 2024 |
22,163
shares
|
$573,356
0.29% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$570,433
0.13% of portfolio
|
Q1 2023
Added 96.17%
|