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 |
|---|---|---|---|---|---|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 11, 2025 Q1 2025 |
287,064
shares
|
$7.91 Million
1.74% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
286,361
shares
|
$7.89 Million
0.67% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$7.89 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
284,203
shares
|
$7.84 Million
0.26% of portfolio
|
Q1 2025
Added 642.57%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
283,456
shares
|
$7.81 Million
0.07% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
282,273
shares
|
$7.78 Million
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
280,419
shares
|
$7.73 Million
1.52% of portfolio
|
Q1 2025
Added 103.27%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
272,532
shares
|
$7.51 Million
5.21% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
272,048
shares
|
$7.5 Million
0.04% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
270,808
shares
|
$7.47 Million
4.52% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
263,250
shares
|
$7.26 Million
0.05% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
261,671
shares
|
$7.21 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
257,529
shares
|
$7.1 Million
1.61% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
256,079
shares
|
$7.06 Million
0.02% of portfolio
|
Q1 2025
Added 29.48%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
253,076
shares
|
$6.98 Million
2.37% of portfolio
|
Q3 2022
Added 1129.12%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
252,014
shares
|
$6.95 Million
2.83% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
251,778
shares
|
$6.94 Million
0.09% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
251,403
shares
|
$6.93 Million
2.62% of portfolio
|
Q1 2025
Reduced 98.38%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
249,747
shares
|
$6.89 Million
0.63% of portfolio
|
Q3 2022
Added 51.96%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
243,660
shares
|
$6.72 Million
2.3% of portfolio
|
Q4 2024
Added 32.04%
|
|
|
Jackson Thornton Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
240,362
shares
|
$6.63 Million
0.79% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
238,940
shares
|
$6.59 Million
2.96% of portfolio
|
Q1 2025
Added 23.44%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
238,178
shares
|
$6.57 Million
0.68% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
230,165
shares
|
$6.35 Million
4.25% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Monument Group Wealth Advisors, LLC
Concord, MA |
Apr 24, 2025 Q1 2025 |
229,585
shares
|
$6.33 Million
4.12% of portfolio
|
Q1 2025
Added 2.1%
|