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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
39,398
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Apr 17, 2025 Q1 2025 |
37,817
shares
|
$1.04 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
37,321
shares
|
$1.03 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
37,073
shares
|
$1.02 Million
0.41% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,371
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,214
shares
|
$998,419
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$987,640
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
35,744
shares
|
$985,462
0.07% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$983,173
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
35,588
shares
|
$981,161
0.32% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
35,405
shares
|
$976,115
0.77% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
34,785
shares
|
$959,022
0.64% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,028
shares
|
$938,151
0.22% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
33,912
shares
|
$934,953
0.13% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
32,738
shares
|
$902,586
0.05% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
32,512
shares
|
$896,355
0.16% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
31,781
shares
|
$876,202
0.39% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
31,663
shares
|
$872,948
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,533
shares
|
$869,364
0.0% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
31,515
shares
|
$868,868
0.35% of portfolio
|
Q1 2025
Added 103.34%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
30,721
shares
|
$846,977
0.26% of portfolio
|
Q1 2025
Reduced 87.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
29,283
shares
|
$807,332
0.03% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
28,970
shares
|
$798,702
0.38% of portfolio
|
Q1 2025
Added 25.95%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$791,479
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
28,101
shares
|
$774,744
0.0% of portfolio
|
Q1 2025
Added 15.09%
|