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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
11,701
shares
|
$302,704
0.1% of portfolio
|
Q3 2024
Added 9.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
11,613
shares
|
$300,428
0.01% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
11,442
shares
|
$296,004
0.18% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
11,436
shares
|
$295,849
0.26% of portfolio
|
Q3 2024
Reduced 12.61%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
11,328
shares
|
$293,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
11,325
shares
|
$292,977
0.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
11,075
shares
|
$286,510
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
11,050
shares
|
$285,863
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
10,950
shares
|
$283,276
0.0% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
10,847
shares
|
$280,611
0.08% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
10,544
shares
|
$272,773
0.02% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
10,403
shares
|
$269,125
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
10,401
shares
|
$269,073
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
10,367
shares
|
$268,194
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Matisse Capital
|
Oct 17, 2024 Q3 2024 |
10,252
shares
|
$265,219
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Oct 04, 2024 Q3 2024 |
10,094
shares
|
$261,131
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
9,966
shares
|
$257,820
0.2% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
9,876
shares
|
$255,492
0.12% of portfolio
|
Q4 2023
Reduced 32.52%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
9,675
shares
|
$250,292
0.06% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
9,518
shares
|
$246,230
0.25% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
9,449
shares
|
$244,445
0.16% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
8,940
shares
|
$231,277
0.08% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
8,861
shares
|
$229,234
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 15, 2024 Q3 2024 |
8,821
shares
|
$228,199
0.08% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,662
shares
|
$224,085
0.05% of portfolio
|
Q4 2023
New holding
|