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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
787
shares
|
$21,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
739
shares
|
$20,374
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
572
shares
|
$15,770
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
564
shares
|
$15,549
0.01% of portfolio
|
Q1 2025
Reduced 52.08%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
555
shares
|
$15,301
0.0% of portfolio
|
Q1 2025
Added 58.57%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
495
shares
|
$13,647
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
450
shares
|
$12,406
0.0% of portfolio
|
Q1 2025
Reduced 14.12%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
383
shares
|
$10,559
0.0% of portfolio
|
Q1 2025
Reduced 80.31%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
368
shares
|
$10,145
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
363
shares
|
$10,007
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
328
shares
|
$9,042
2.54% of portfolio
|
Q1 2025
Reduced 99.83%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
296
shares
|
$8,160
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
293
shares
|
$8,078
0.0% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
283
shares
|
$7,802
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
235
shares
|
$6,478
0.0% of portfolio
|
Q4 2024
Added 2250.0%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
222
shares
|
$6,120
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
205
shares
|
$5,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
200
shares
|
$5,514
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
193
shares
|
$5,321
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
181
shares
|
$4,990
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
181
shares
|
$4,990
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
149
shares
|
$4,107
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
136
shares
|
$3,749
0.0% of portfolio
|
Q1 2025
Added 44.68%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
133
shares
|
$3,666
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
128
shares
|
$3,528
0.0% of portfolio
|
Q4 2024
Added 0.79%
|