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 636 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,467,592
shares
|
$47.7 Million
0.08% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
1,256,826
shares
|
$40.8 Million
0.06% of portfolio
|
Q4 2025
Added 2.14%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
1,218,165
shares
|
$39.6 Million
1.86% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,215,209
shares
|
$39.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
1,185,291
shares
|
$38.5 Million
7.01% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,160,156
shares
|
$37.7 Million
0.11% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,111,905
shares
|
$36.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,111,005
shares
|
$36.1 Million
0.01% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Oct 28, 2025 Q3 2025 |
1,097,706
shares
|
$35.7 Million
6.97% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$35.6 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
1,081,599
shares
|
$35.2 Million
9.28% of portfolio
|
Q4 2025
Reduced 4.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
1,013,879
shares
|
$33 Million
0.39% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Ledyard National Bank
|
Jan 21, 2026 Q4 2025 |
993,653
shares
|
$32.3 Million
2.98% of portfolio
|
Q4 2025
Reduced 0.52%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
993,107
shares
|
$32.3 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
977,983
shares
|
$31.8 Million
0.35% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
900,442
shares
|
$29.3 Million
0.25% of portfolio
|
Q4 2025
Added 6.59%
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
890,148
shares
|
$28.9 Million
4.9% of portfolio
|
Q4 2025
Reduced 3.41%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
885,206
shares
|
$28.8 Million
2.45% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 12, 2025 Q3 2025 |
868,620
shares
|
$28.2 Million
4.48% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
860,897
shares
|
$28 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
856,173
shares
|
$27.8 Million
0.55% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
837,622
shares
|
$27.2 Million
3.16% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
800,000
shares
|
$26 Million
0.0% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 22, 2026 Q4 2025 |
795,125
shares
|
$25.8 Million
4.45% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
782,838
shares
|
$25.4 Million
0.48% of portfolio
|
Q4 2025
Reduced 0.67%
|
|