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 526 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
272,739
shares
|
$7.21 Million
1.85% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
266,035
shares
|
$7.03 Million
0.08% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
264,569
shares
|
$6.99 Million
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
260,273
shares
|
$6.88 Million
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
256,154
shares
|
$6.77 Million
0.04% of portfolio
|
Q4 2024
Added 47.48%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
254,748
shares
|
$6.73 Million
1.33% of portfolio
|
Q4 2024
Added 72.35%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
253,076
shares
|
$6.69 Million
2.37% of portfolio
|
Q3 2022
Added 1129.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
251,651
shares
|
$6.65 Million
0.09% of portfolio
|
Q4 2024
Added 498.78%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
250,843
shares
|
$6.63 Million
0.71% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
250,818
shares
|
$6.63 Million
0.71% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
249,747
shares
|
$6.6 Million
0.63% of portfolio
|
Q3 2022
Added 51.96%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
248,596
shares
|
$6.57 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
246,859
shares
|
$6.52 Million
0.97% of portfolio
|
Q4 2024
Added 29.86%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
243,741
shares
|
$6.44 Million
3.74% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
243,660
shares
|
$6.44 Million
2.3% of portfolio
|
Q4 2024
Added 32.04%
|
|
|
Tru Independence LLC
|
Jan 22, 2025 Q4 2024 |
242,276
shares
|
$6.4 Million
1.98% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
241,411
shares
|
$6.38 Million
2.73% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
238,841
shares
|
$6.31 Million
4.27% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Jackson Thornton Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
235,936
shares
|
$6.23 Million
0.76% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
229,030
shares
|
$6.05 Million
3.24% of portfolio
|
Q4 2024
Reduced 26.4%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
228,869
shares
|
$6.05 Million
2.06% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Jan 15, 2025 Q4 2024 |
224,871
shares
|
$5.94 Million
4.04% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
Feb 14, 2025 Q4 2024 |
223,814
shares
|
$5.91 Million
3.94% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
223,043
shares
|
$5.89 Million
0.29% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
217,276
shares
|
$5.74 Million
1.69% of portfolio
|
Q4 2024
Added 5.18%
|