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 651 institutions that hold shares in the stock, with a total of 188 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
754,424
shares
|
$24.5 Million
1.74% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
753,239
shares
|
$24.5 Million
0.24% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Uma Financial Services, Inc.
|
Jan 29, 2026 Q4 2025 |
743,154
shares
|
$24.2 Million
3.68% of portfolio
|
Q4 2025
Added 27.23%
|
|
|
Bedel Financial Consulting, Inc.
|
Jan 28, 2026 Q4 2025 |
739,164
shares
|
$24 Million
2.68% of portfolio
|
Q4 2025
Added 16.58%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
735,865
shares
|
$23.9 Million
9.15% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
730,848
shares
|
$23.8 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
713,808
shares
|
$23.2 Million
3.28% of portfolio
|
Q4 2025
Added 7.05%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
708,203
shares
|
$23 Million
3.8% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jan 27, 2026 Q4 2025 |
706,343
shares
|
$23 Million
1.65% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
695,851
shares
|
$22.6 Million
3.41% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
687,175
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
679,344
shares
|
$22.1 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
672,473
shares
|
$21.9 Million
1.26% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jan 13, 2026 Q4 2025 |
670,917
shares
|
$21.8 Million
7.67% of portfolio
|
Q4 2025
Added 4.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
670,116
shares
|
$21.8 Million
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Brighton Jones LLC
|
Jan 27, 2026 Q4 2025 |
651,493
shares
|
$21.2 Million
0.84% of portfolio
|
Q4 2025
Added 7.4%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jan 28, 2026 Q4 2025 |
651,422
shares
|
$21.2 Million
2.43% of portfolio
|
Q4 2025
Added 5.13%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
640,923
shares
|
$20.8 Million
0.77% of portfolio
|
Q4 2025
Added 6.73%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
624,304
shares
|
$20.3 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
622,263
shares
|
$20.2 Million
2.44% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
615,473
shares
|
$20 Million
0.24% of portfolio
|
Q4 2025
Reduced 3.69%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Jan 12, 2026 Q4 2025 |
611,819
shares
|
$19.9 Million
6.05% of portfolio
|
Q4 2025
Added 1.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
609,615
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|