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 |
|---|---|---|---|---|---|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
27,577
shares
|
$760,297
0.73% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
27,523
shares
|
$758,809
0.47% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
26,671
shares
|
$735,319
0.41% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
26,610
shares
|
$733,637
0.24% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
26,072
shares
|
$718,805
0.44% of portfolio
|
Q1 2025
Reduced 6.46%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
25,633
shares
|
$706,701
0.2% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
25,474
shares
|
$702,318
0.24% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
25,310
shares
|
$697,796
0.0% of portfolio
|
Q1 2025
Reduced 30.8%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$695,728
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
25,162
shares
|
$693,716
0.3% of portfolio
|
Q1 2025
Added 24.05%
|
|
|
Cordant, Inc.
Portland, OR |
Apr 21, 2025 Q1 2025 |
24,989
shares
|
$688,946
0.34% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
24,958
shares
|
$688,092
0.03% of portfolio
|
Q1 2025
Reduced 23.17%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
24,945
shares
|
$687,733
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
24,646
shares
|
$679,490
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
24,416
shares
|
$673,149
0.01% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
24,114
shares
|
$664,822
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Tanager Wealth Management LLP
|
Apr 24, 2025 Q1 2025 |
23,943
shares
|
$660,108
0.08% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
23,851
shares
|
$657,572
0.01% of portfolio
|
Q4 2024
Added 8.7%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
23,526
shares
|
$648,611
0.41% of portfolio
|
Q4 2024
Added 14.72%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
23,485
shares
|
$647,481
0.06% of portfolio
|
Q3 2023
Reduced 1.17%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
23,420
shares
|
$645,689
0.02% of portfolio
|
Q1 2025
Reduced 82.6%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
22,843
shares
|
$629,781
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
22,474
shares
|
$619,608
0.04% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
22,355
shares
|
$616,327
0.23% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Eaton Cambridge Inc.
Phoenix, AZ |
May 13, 2025 Q1 2025 |
22,167
shares
|
$611,144
0.25% of portfolio
|
Q1 2025
Added 0.02%
|