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 |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
3,528
shares
|
$97,266
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$89,492
0.06% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,082
shares
|
$84,970
0.01% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
3,026
shares
|
$83,426
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,451
shares
|
$67,574
0.01% of portfolio
|
Q4 2024
Added 8.16%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$67,463
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,222
shares
|
$61,260
0.01% of portfolio
|
Q1 2025
Added 468.29%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
2,115
shares
|
$58,310
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
2,001
shares
|
$55,167
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$50,508
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$47,530
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$43,533
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,500
shares
|
$41,355
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,455
shares
|
$40,114
0.0% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
1,340
shares
|
$36,943
0.01% of portfolio
|
Q3 2023
Added 573.37%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,334
shares
|
$36,778
0.01% of portfolio
|
Q1 2025
Reduced 78.18%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,275
shares
|
$35,151
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,080
shares
|
$29,775
0.0% of portfolio
|
Q4 2022
Reduced 12.2%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
1,040
shares
|
$28,672
0.01% of portfolio
|
Q4 2024
Added 160.65%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$26,577
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
916
shares
|
$25,254
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
868
shares
|
$23,930
0.01% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
847
shares
|
$23,351
0.0% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
807
shares
|
$22,248
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$22,166
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|