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 649 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 $6.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 23, 2026 Q4 2025 |
602,736
shares
|
$19.6 Million
7.01% of portfolio
|
Q4 2025
Added 2.77%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
602,517
shares
|
$19.6 Million
5.36% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
597,107
shares
|
$19.4 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
580,300
shares
|
$18.9 Million
5.11% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
577,727
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
549,493
shares
|
$17.9 Million
0.59% of portfolio
|
Q4 2025
Added 29.55%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2026 Q4 2025 |
537,666
shares
|
$17.5 Million
0.88% of portfolio
|
Q4 2025
Added 4.67%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
536,567
shares
|
$17.4 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Jan 27, 2026 Q4 2025 |
533,261
shares
|
$17.3 Million
0.43% of portfolio
|
Q4 2025
Added 26.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
521,118
shares
|
$16.9 Million
0.15% of portfolio
|
Q3 2025
Added 554.14%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
509,241
shares
|
$16.6 Million
3.32% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
494,880
shares
|
$16.1 Million
0.4% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
492,420
shares
|
$16 Million
3.46% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
492,014
shares
|
$16 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$16 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
488,575
shares
|
$15.9 Million
1.51% of portfolio
|
Q4 2025
Added 34.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
476,250
shares
|
$15.5 Million
6.37% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
475,700
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
474,837
shares
|
$15.4 Million
1.51% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
First Bancorp, Inc
|
Jan 26, 2026 Q4 2025 |
469,113
shares
|
$15.2 Million
8.31% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
463,729
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
452,511
shares
|
$14.7 Million
4.32% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 28, 2026 Q4 2025 |
448,560
shares
|
$14.6 Million
0.71% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
446,112
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
444,032
shares
|
$14.4 Million
3.35% of portfolio
|
Q4 2025
Added 0.32%
|
|