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 |
|---|---|---|---|---|---|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
22,050
shares
|
$607,918
0.13% of portfolio
|
Q1 2023
Added 96.17%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
21,303
shares
|
$587,323
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,178
shares
|
$583,877
0.01% of portfolio
|
Q1 2025
Reduced 42.21%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
20,865
shares
|
$575,248
0.0% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
20,453
shares
|
$563,889
0.44% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
19,470
shares
|
$536,787
0.24% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
19,350
shares
|
$533,479
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
19,210
shares
|
$529,619
0.38% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
18,765
shares
|
$517,351
0.1% of portfolio
|
Q1 2025
Added 85.0%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
18,491
shares
|
$509,796
0.41% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
18,090
shares
|
$498,741
0.0% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
18,083
shares
|
$498,548
0.08% of portfolio
|
Q1 2025
Added 29.89%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,842
shares
|
$491,903
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
17,606
shares
|
$485,397
0.28% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,593
shares
|
$485,039
0.03% of portfolio
|
Q1 2025
Reduced 20.49%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
17,406
shares
|
$479,883
0.0% of portfolio
|
Q1 2025
Reduced 22.27%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
17,274
shares
|
$476,244
0.11% of portfolio
|
Q2 2024
Added 4.32%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
16,995
shares
|
$468,552
0.11% of portfolio
|
Q1 2025
Reduced 6.93%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
16,752
shares
|
$461,852
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
16,640
shares
|
$458,764
0.0% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
16,380
shares
|
$451,596
0.35% of portfolio
|
Q1 2025
Added 65.45%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
16,297
shares
|
$449,308
0.01% of portfolio
|
Q1 2025
Added 6316.14%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
16,273
shares
|
$448,646
0.09% of portfolio
|
Q1 2025
Added 44.01%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
16,200
shares
|
$446,634
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
16,183
shares
|
$446,165
0.27% of portfolio
|
Q1 2025
Reduced 0.22%
|