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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
21,942
shares
|
$566,761
0.01% of portfolio
|
Q3 2024
Reduced 43.22%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
21,940
shares
|
$566,710
0.02% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
21,257
shares
|
$549,068
0.53% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
21,193
shares
|
$547,415
0.0% of portfolio
|
Q3 2024
Added 90.7%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
20,652
shares
|
$533,441
0.26% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
20,507
shares
|
$529,695
0.4% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
19,632
shares
|
$507,094
0.46% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
19,469
shares
|
$502,884
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
19,435
shares
|
$502,006
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
19,301
shares
|
$498,544
0.19% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,289
shares
|
$498,234
0.0% of portfolio
|
Q3 2024
Added 61.27%
|
|
|
Eastover Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
19,095
shares
|
$493,223
0.24% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Nov 07, 2024 Q3 2024 |
18,578
shares
|
$479,869
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
18,301
shares
|
$472,714
0.24% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
17,685
shares
|
$456,803
0.17% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
17,274
shares
|
$446,187
0.11% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
16,944
shares
|
$437,663
0.09% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,899
shares
|
$436,501
0.0% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
16,866
shares
|
$435,648
0.3% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
16,708
shares
|
$431,567
0.25% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,599
shares
|
$428,752
0.04% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
16,596
shares
|
$428,674
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
16,532
shares
|
$427,021
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
16,418
shares
|
$424,076
0.24% of portfolio
|
Q3 2024
Added 103.12%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
16,353
shares
|
$422,397
0.15% of portfolio
|
Q3 2024
Reduced 2.04%
|