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 |
|---|---|---|---|---|---|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 24, 2024 Q3 2024 |
16,183
shares
|
$418,006
0.3% of portfolio
|
Q3 2023
Reduced 4.47%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
16,010
shares
|
$413,538
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Nov 01, 2024 Q3 2024 |
15,893
shares
|
$410,516
0.12% of portfolio
|
Q3 2024
Reduced 13.71%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$409,586
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
15,733
shares
|
$406,383
0.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
15,687
shares
|
$405,195
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
15,309
shares
|
$395,431
0.09% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
15,056
shares
|
$388,896
0.09% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Presidio Capital Management, LLC
|
Oct 31, 2024 Q3 2024 |
15,018
shares
|
$387,914
0.27% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
14,451
shares
|
$373,269
0.18% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
14,378
shares
|
$371,383
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
14,278
shares
|
$368,800
0.1% of portfolio
|
Q3 2024
Reduced 31.08%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
14,185
shares
|
$366,398
0.0% of portfolio
|
Q3 2024
Added 74.63%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$362,756
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
13,667
shares
|
$353,018
0.01% of portfolio
|
Q3 2024
Added 44.62%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
13,539
shares
|
$349,712
0.07% of portfolio
|
Q3 2024
Reduced 13.31%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
13,242
shares
|
$342,040
0.11% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
13,155
shares
|
$339,793
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
13,134
shares
|
$339,251
0.15% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
12,248
shares
|
$316,365
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
11,964
shares
|
$309,030
0.06% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
11,907
shares
|
$307,557
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
11,903
shares
|
$307,454
0.16% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
11,780
shares
|
$304,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
11,749
shares
|
$303,476
0.12% of portfolio
|
Q3 2024
Added 4.54%
|