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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
682,072
shares
|
$20 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
676,361
shares
|
$19.8 Million
1.54% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
676,047
shares
|
$19.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
675,808
shares
|
$19.8 Million
1.19% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
667,525
shares
|
$19.5 Million
3.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
667,102
shares
|
$19.5 Million
0.27% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
667,067
shares
|
$19.5 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
661,056
shares
|
$19.4 Million
0.24% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
650,034
shares
|
$19 Million
7.91% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
641,873
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
632,947
shares
|
$18.5 Million
3.32% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
631,775
shares
|
$18.5 Million
1.03% of portfolio
|
Q1 2025
Added 4.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
608,244
shares
|
$17.8 Million
2.26% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
601,675
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Added 63.59%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
585,366
shares
|
$17.1 Million
2.11% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
584,322
shares
|
$17.1 Million
3.67% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
578,272
shares
|
$16.9 Million
0.69% of portfolio
|
Q2 2025
Added 8.49%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
574,285
shares
|
$16.8 Million
2.26% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
559,994
shares
|
$16.4 Million
6.53% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Apr 09, 2025 Q1 2025 |
551,976
shares
|
$16.2 Million
6.15% of portfolio
|
Q1 2025
Added 24.57%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
539,537
shares
|
$15.8 Million
4.87% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
534,959
shares
|
$15.7 Million
0.49% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
529,637
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.99%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
511,128
shares
|
$15 Million
0.45% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
501,578
shares
|
$14.7 Million
6.62% of portfolio
|
Q1 2025
Added 3.03%
|