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 567 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
16,752
shares
|
$490,498
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
16,640
shares
|
$487,219
0.0% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
16,380
shares
|
$479,606
0.35% of portfolio
|
Q1 2025
Added 65.45%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
16,273
shares
|
$476,473
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
|
$474,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Apr 25, 2025 Q1 2025 |
16,183
shares
|
$473,838
0.27% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
16,039
shares
|
$469,621
0.14% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
16,010
shares
|
$468,772
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,005
shares
|
$468,626
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
15,969
shares
|
$467,572
0.03% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
15,926
shares
|
$466,313
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$464,292
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,783
shares
|
$462,126
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
15,647
shares
|
$458,144
0.09% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
15,592
shares
|
$456,533
0.24% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
May 14, 2025 Q1 2025 |
15,277
shares
|
$447,310
0.84% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
15,275
shares
|
$447,252
0.12% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
14,915
shares
|
$436,711
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
14,866
shares
|
$435,276
0.42% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
14,783
shares
|
$432,846
0.31% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
14,490
shares
|
$424,267
0.07% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
14,420
shares
|
$422,217
0.13% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,368
shares
|
$420,695
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
14,290
shares
|
$418,411
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$411,208
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|