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 |
|---|---|---|---|---|---|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
16,039
shares
|
$442,195
0.14% of portfolio
|
Q1 2025
Reduced 20.24%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
16,010
shares
|
$441,395
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,005
shares
|
$441,257
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
15,969
shares
|
$440,265
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
|
$439,079
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$437,177
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,783
shares
|
$435,137
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
15,771
shares
|
$434,806
0.05% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
15,647
shares
|
$431,387
0.09% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
15,644
shares
|
$431,305
0.05% of portfolio
|
Q1 2025
Added 45.73%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
May 06, 2025 Q1 2025 |
15,592
shares
|
$429,871
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
|
$421,186
0.84% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
15,275
shares
|
$421,131
0.12% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
14,915
shares
|
$411,206
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
14,866
shares
|
$409,855
0.42% of portfolio
|
Q1 2025
Added 6.87%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
14,783
shares
|
$407,567
0.31% of portfolio
|
Q1 2025
Added 8.38%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
14,638
shares
|
$403,569
0.12% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
14,490
shares
|
$399,489
0.07% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
14,368
shares
|
$396,125
0.0% of portfolio
|
Q1 2025
Reduced 11.16%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
14,290
shares
|
$393,975
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$387,193
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
13,845
shares
|
$381,706
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
13,839
shares
|
$381,541
0.26% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Abacus Planning Group, Inc.
|
Apr 14, 2025 Q1 2025 |
13,745
shares
|
$378,949
0.06% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
13,440
shares
|
$370,540
0.16% of portfolio
|
Q1 2025
Reduced 0.64%
|