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 567 institutions that hold shares in the stock, with a total of 163 Million shares, which have been reported (via 13F filing form) to have a value of $4.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
8,745
shares
|
$256,053
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
8,662
shares
|
$253,623
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,602
shares
|
$251,866
0.23% of portfolio
|
Q1 2025
Reduced 45.52%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
8,536
shares
|
$249,934
0.11% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
8,437
shares
|
$247,035
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Schubert & CO
|
May 07, 2025 Q1 2025 |
8,413
shares
|
$246,332
0.2% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
8,354
shares
|
$244,605
0.05% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
8,270
shares
|
$242,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,262
shares
|
$241,911
0.09% of portfolio
|
Q1 2025
Added 5759.57%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,241
shares
|
$241,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
8,195
shares
|
$239,949
0.08% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
8,058
shares
|
$235,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
8,042
shares
|
$235,469
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Apr 30, 2025 Q1 2025 |
7,848
shares
|
$229,789
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
7,571
shares
|
$221,678
0.0% of portfolio
|
Q4 2024
Added 21.54%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
6,932
shares
|
$202,968
0.16% of portfolio
|
Q2 2025
Reduced 30.92%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
6,567
shares
|
$192,281
0.12% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,303
shares
|
$184,551
0.0% of portfolio
|
Q1 2025
Reduced 59.89%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
5,945
shares
|
$174,069
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,913
shares
|
$173,132
0.0% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
5,885
shares
|
$172,312
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
5,581
shares
|
$163,411
0.06% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
5,425
shares
|
$158,844
0.0% of portfolio
|
Q1 2025
Added 569.75%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$151,289
0.08% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
4,770
shares
|
$139,665
0.01% of portfolio
|
Q1 2025
Added 16.91%
|