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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
11,075
shares
|
$305,337
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
10,761
shares
|
$296,680
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
10,710
shares
|
$295,274
0.13% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Stewardship Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,633
shares
|
$293,151
0.08% of portfolio
|
Q1 2025
Added 12.97%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
10,554
shares
|
$290,973
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
10,438
shares
|
$287,775
0.15% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
10,035
shares
|
$276,664
0.27% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
9,659
shares
|
$266,298
0.11% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
9,655
shares
|
$266,188
0.1% of portfolio
|
Q1 2025
Reduced 26.56%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
9,553
shares
|
$263,376
0.2% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
9,408
shares
|
$259,378
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
9,397
shares
|
$259,075
0.05% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
9,310
shares
|
$256,676
0.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
9,297
shares
|
$256,318
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
9,222
shares
|
$254,250
0.15% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
8,897
shares
|
$245,290
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
8,861
shares
|
$244,297
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
8,823
shares
|
$243,250
0.07% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,788
shares
|
$242,285
0.01% of portfolio
|
Q1 2025
Added 2382.49%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
8,776
shares
|
$241,954
0.01% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
8,751
shares
|
$241,265
0.18% of portfolio
|
Q1 2025
Added 60.6%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
8,745
shares
|
$241,099
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,662
shares
|
$238,811
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,602
shares
|
$237,157
0.23% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
8,536
shares
|
$235,337
0.11% of portfolio
|
Q1 2025
Added 0.98%
|