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 |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
501,578
shares
|
$13.8 Million
6.62% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
May 13, 2025 Q1 2025 |
500,668
shares
|
$13.8 Million
3.79% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$13.5 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
484,898
shares
|
$13.4 Million
0.8% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
471,540
shares
|
$13 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
468,365
shares
|
$12.9 Million
2.9% of portfolio
|
Q1 2025
Added 11.16%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
461,629
shares
|
$12.7 Million
1.94% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
457,024
shares
|
$12.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 3.16%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
455,684
shares
|
$12.6 Million
1.38% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
451,463
shares
|
$12.4 Million
0.0% of portfolio
|
Q1 2025
Added 58.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
443,120
shares
|
$12.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
439,248
shares
|
$12.1 Million
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
436,950
shares
|
$12 Million
7.42% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
423,797
shares
|
$11.7 Million
2.2% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
423,699
shares
|
$11.7 Million
0.98% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
410,300
shares
|
$11.3 Million
0.06% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
405,676
shares
|
$11.2 Million
2.15% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
401,516
shares
|
$11.1 Million
9.1% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
400,217
shares
|
$11 Million
2.53% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
399,004
shares
|
$11 Million
0.07% of portfolio
|
Q1 2025
Added 55.77%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
388,160
shares
|
$10.7 Million
3.64% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
387,218
shares
|
$10.7 Million
3.68% of portfolio
|
Q1 2025
Added 22.96%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
386,807
shares
|
$10.7 Million
4.24% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
May 05, 2025 Q1 2025 |
384,010
shares
|
$10.6 Million
5.65% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
382,606
shares
|
$10.5 Million
2.01% of portfolio
|
Q1 2025
Reduced 7.61%
|