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 474 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
338,824
shares
|
$8.75 Million
0.88% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
337,357
shares
|
$8.71 Million
0.02% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Bridgewater Advisors Inc.
|
Oct 31, 2024 Q3 2024 |
335,355
shares
|
$8.66 Million
0.96% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
335,093
shares
|
$8.66 Million
2.06% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
324,512
shares
|
$8.38 Million
0.05% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Oct 28, 2024 Q3 2024 |
319,628
shares
|
$8.26 Million
1.94% of portfolio
|
Q3 2024
Added 26.88%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2024 Q3 2024 |
318,491
shares
|
$8.23 Million
0.66% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
314,200
shares
|
$8.12 Million
4.59% of portfolio
|
Q3 2024
Added 5.76%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
312,703
shares
|
$8.08 Million
5.24% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
311,163
shares
|
$8.04 Million
4.72% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
310,312
shares
|
$8.02 Million
0.0% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
309,518
shares
|
$7.99 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
295,890
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
293,567
shares
|
$7.58 Million
0.02% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
292,038
shares
|
$7.54 Million
0.75% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$7.39 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
283,409
shares
|
$7.32 Million
0.86% of portfolio
|
Q3 2024
Reduced 16.62%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
282,174
shares
|
$7.29 Million
4.18% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
278,128
shares
|
$7.18 Million
0.85% of portfolio
|
Q3 2024
Added 21.26%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 08, 2024 Q3 2024 |
275,391
shares
|
$7.11 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
275,261
shares
|
$7.11 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
269,900
shares
|
$6.97 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Oct 18, 2024 Q3 2024 |
268,973
shares
|
$6.95 Million
4.43% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
264,441
shares
|
$6.83 Million
0.03% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
259,229
shares
|
$6.7 Million
0.11% of portfolio
|
Q3 2024
Added 4.36%
|