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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,212,516
shares
|
$33.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,153,729
shares
|
$31.8 Million
0.12% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$30.2 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
1,085,740
shares
|
$29.9 Million
6.18% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
1,079,634
shares
|
$29.8 Million
6.9% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
993,107
shares
|
$27.4 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
987,359
shares
|
$27.2 Million
2.59% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
953,368
shares
|
$26.3 Million
4.71% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
937,580
shares
|
$25.8 Million
0.61% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
917,767
shares
|
$25.3 Million
0.29% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
911,129
shares
|
$25.1 Million
2.42% of portfolio
|
Q1 2025
Reduced 12.9%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
890,536
shares
|
$24.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
854,312
shares
|
$23.6 Million
0.28% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
852,842
shares
|
$23.5 Million
4.42% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
837,622
shares
|
$23.1 Million
3.16% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
819,963
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
Added 120.87%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
814,257
shares
|
$22.4 Million
4.04% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
740,411
shares
|
$20.4 Million
0.5% of portfolio
|
Q1 2025
Added 7.06%
|
|
|
Morling Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
726,123
shares
|
$20 Million
6.9% of portfolio
|
Q1 2025
Added 8.4%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$19.8 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
716,141
shares
|
$19.7 Million
3.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
715,493
shares
|
$19.7 Million
0.3% of portfolio
|
Q1 2025
Added 18.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
706,140
shares
|
$19.5 Million
2.35% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
701,051
shares
|
$19.3 Million
0.22% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
697,754
shares
|
$19.2 Million
0.11% of portfolio
|
Q1 2025
Added 3.45%
|