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 567 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
43,309
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
40,560
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.16 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
39,429
shares
|
$1.15 Million
0.32% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
37,664
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Apr 16, 2025 Q1 2025 |
37,321
shares
|
$1.09 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
36,371
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
36,214
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$1.05 Million
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$1.04 Million
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
35,588
shares
|
$1.04 Million
0.32% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jul 03, 2025 Q2 2025 |
35,405
shares
|
$1.04 Million
0.77% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Shearwater Capital LLC
|
Apr 08, 2025 Q1 2025 |
34,785
shares
|
$1.02 Million
0.64% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
34,028
shares
|
$996,339
0.22% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
33,912
shares
|
$992,943
0.13% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
32,738
shares
|
$958,568
0.05% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
32,512
shares
|
$951,951
0.16% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jul 11, 2025 Q2 2025 |
32,488
shares
|
$951,248
0.57% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
31,781
shares
|
$930,547
0.39% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
31,663
shares
|
$927,092
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
31,533
shares
|
$923,286
0.0% of portfolio
|
Q1 2025
Reduced 10.56%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
31,515
shares
|
$922,759
0.35% of portfolio
|
Q1 2025
Added 103.34%
|
|
|
Tru Independence LLC
|
Apr 30, 2025 Q1 2025 |
30,721
shares
|
$899,510
0.26% of portfolio
|
Q1 2025
Reduced 87.32%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,090
shares
|
$881,035
0.02% of portfolio
|
Q2 2025
Added 84.64%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
29,283
shares
|
$857,406
0.03% of portfolio
|
Q1 2025
Added 1.94%
|