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 526 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,141,847
shares
|
$30.2 Million
0.12% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,115,590
shares
|
$29.5 Million
2.5% of portfolio
|
Q4 2024
Added 24.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,109,766
shares
|
$29.3 Million
0.06% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$28.9 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Jan 24, 2025 Q4 2024 |
1,077,471
shares
|
$28.5 Million
6.07% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
1,053,641
shares
|
$27.8 Million
0.63% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,046,024
shares
|
$27.6 Million
2.64% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
1,025,293
shares
|
$27.1 Million
6.39% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
993,107
shares
|
$26.2 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
927,328
shares
|
$24.5 Million
4.54% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
922,884
shares
|
$24.4 Million
2.21% of portfolio
|
Q4 2024
Added 15.82%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
914,556
shares
|
$24.2 Million
0.35% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
895,123
shares
|
$23.6 Million
0.05% of portfolio
|
Q4 2024
Added 57.31%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
852,842
shares
|
$22.5 Million
4.42% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
840,586
shares
|
$22.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
837,622
shares
|
$22.1 Million
3.16% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
803,080
shares
|
$21.2 Million
0.25% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
796,884
shares
|
$21.1 Million
3.71% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
718,425
shares
|
$19 Million
2.13% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
706,798
shares
|
$18.7 Million
2.12% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
698,001
shares
|
$18.4 Million
0.02% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
694,055
shares
|
$18.3 Million
1.63% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
691,617
shares
|
$18.3 Million
0.44% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
690,013
shares
|
$18.2 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.25%
|