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 |
|---|---|---|---|---|---|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
13,242
shares
|
$365,081
0.11% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
13,230
shares
|
$364,751
0.1% of portfolio
|
Q1 2025
Added 81.68%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
13,155
shares
|
$362,683
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
12,865
shares
|
$354,688
0.0% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
12,836
shares
|
$353,888
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
12,793
shares
|
$352,703
0.1% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Mairs & Power Inc
St Paul, MN |
May 15, 2025 Q1 2025 |
12,527
shares
|
$345,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
12,446
shares
|
$343,136
0.07% of portfolio
|
Q1 2025
Added 8.86%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
12,407
shares
|
$342,060
0.1% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
12,382
shares
|
$341,371
0.23% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
12,172
shares
|
$335,582
0.13% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
12,099
shares
|
$333,569
0.02% of portfolio
|
Q1 2025
Added 32.68%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
12,076
shares
|
$332,935
0.15% of portfolio
|
Q1 2025
Added 37.31%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
12,043
shares
|
$332,025
0.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
12,025
shares
|
$331,529
0.19% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
11,825
shares
|
$326,015
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
11,749
shares
|
$323,919
0.11% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
11,581
shares
|
$319,288
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
11,554
shares
|
$318,543
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
11,554
shares
|
$318,543
0.07% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
May 14, 2025 Q1 2025 |
11,409
shares
|
$314,546
0.04% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
11,401
shares
|
$314,325
0.31% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
11,389
shares
|
$313,994
0.2% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kraft Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
11,369
shares
|
$313,443
0.28% of portfolio
|
Q1 2025
Added 14.98%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
11,260
shares
|
$310,438
0.12% of portfolio
|
Q1 2025
Reduced 33.04%
|