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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
200,268
shares
|
$5.17 Million
1.46% of portfolio
|
Q3 2024
Added 8.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
199,823
shares
|
$5.16 Million
0.01% of portfolio
|
Q3 2024
Added 60.1%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
199,462
shares
|
$5.15 Million
0.2% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
190,097
shares
|
$4.91 Million
0.76% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
184,529
shares
|
$4.77 Million
1.95% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
180,937
shares
|
$4.67 Million
0.56% of portfolio
|
Q4 2023
Reduced 2.67%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
180,804
shares
|
$4.67 Million
2.54% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$4.55 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
173,687
shares
|
$4.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.22%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
173,203
shares
|
$4.47 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
170,158
shares
|
$4.4 Million
1.63% of portfolio
|
Q3 2024
Added 10.2%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 18, 2024 Q3 2024 |
169,745
shares
|
$4.38 Million
2.19% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
167,193
shares
|
$4.32 Million
2.66% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
164,618
shares
|
$4.25 Million
2.98% of portfolio
|
Q3 2024
Added 11.78%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
162,110
shares
|
$4.19 Million
2.59% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
161,262
shares
|
$4.17 Million
3.58% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Fort Henry Capital, LLC
|
Oct 24, 2024 Q3 2024 |
160,504
shares
|
$4.15 Million
3.0% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
157,748
shares
|
$4.07 Million
1.04% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
155,874
shares
|
$4.03 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
152,524
shares
|
$3.94 Million
2.61% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
150,208
shares
|
$3.88 Million
0.15% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$3.86 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
147,807
shares
|
$3.82 Million
0.98% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
143,714
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.8%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
139,366
shares
|
$3.6 Million
2.16% of portfolio
|
Q3 2024
Added 7.9%
|