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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
379,534
shares
|
$10.5 Million
2.1% of portfolio
|
Q1 2025
Added 6.84%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
378,657
shares
|
$10.4 Million
0.31% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
377,811
shares
|
$10.4 Million
0.64% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
375,671
shares
|
$10.4 Million
1.35% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
373,410
shares
|
$10.3 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
369,241
shares
|
$10.2 Million
0.12% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
367,414
shares
|
$10.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
367,294
shares
|
$10.1 Million
2.64% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
359,709
shares
|
$9.92 Million
0.08% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
359,539
shares
|
$9.91 Million
1.47% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
357,945
shares
|
$9.87 Million
0.8% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
354,033
shares
|
$9.76 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$9.68 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
344,790
shares
|
$9.51 Million
0.32% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
336,627
shares
|
$9.28 Million
4.88% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
335,627
shares
|
$9.25 Million
2.4% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
327,344
shares
|
$9.02 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
322,552
shares
|
$8.89 Million
5.46% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
321,741
shares
|
$8.87 Million
0.62% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
312,026
shares
|
$8.6 Million
1.97% of portfolio
|
Q1 2025
Added 14.4%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
May 15, 2025 Q1 2025 |
310,391
shares
|
$8.56 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
306,083
shares
|
$8.44 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
303,408
shares
|
$8.36 Million
3.07% of portfolio
|
Q1 2025
Added 51.22%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
289,754
shares
|
$7.99 Million
4.39% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
288,133
shares
|
$7.94 Million
0.83% of portfolio
|
Q1 2025
Added 14.88%
|