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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
8,376
shares
|
$216,687
0.01% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
8,346
shares
|
$215,911
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
8,280
shares
|
$214,203
0.14% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,206
shares
|
$212,289
0.11% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Kraft Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
8,077
shares
|
$208,951
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,042
shares
|
$208,046
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,002
shares
|
$207,011
0.0% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
7,975
shares
|
$206,313
0.2% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
7,816
shares
|
$202,199
0.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,553
shares
|
$195,396
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
6,963
shares
|
$180,132
0.08% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
6,229
shares
|
$161,144
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,847
shares
|
$151,261
0.0% of portfolio
|
Q3 2024
Added 56.88%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
5,800
shares
|
$150,046
0.04% of portfolio
|
Q1 2024
Added 59.78%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
5,581
shares
|
$144,380
0.06% of portfolio
|
Q4 2023
Reduced 28.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,327
shares
|
$137,809
0.0% of portfolio
|
Q3 2024
Added 284.07%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$133,670
0.08% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
4,080
shares
|
$105,549
0.01% of portfolio
|
Q3 2024
Added 31.11%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
3,980
shares
|
$102,962
0.03% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
3,528
shares
|
$91,269
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,493
shares
|
$90,363
0.0% of portfolio
|
Q3 2024
Added 32.61%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
3,341
shares
|
$86,431
0.0% of portfolio
|
Q3 2024
Added 123.18%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$83,974
0.07% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
3,172
shares
|
$82,059
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
2,962
shares
|
$76,626
0.0% of portfolio
|
Q1 2024
New holding
|