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 |
|---|---|---|---|---|---|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
225,808
shares
|
$6.23 Million
1.46% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Apr 09, 2025 Q1 2025 |
224,497
shares
|
$6.19 Million
4.39% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
222,820
shares
|
$6.14 Million
1.85% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
222,228
shares
|
$6.13 Million
3.22% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
220,653
shares
|
$6.08 Million
3.12% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Oceanside Advisors LLC
Mount Pleasant, SC |
Apr 25, 2025 Q1 2025 |
218,028
shares
|
$6.01 Million
4.09% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
216,687
shares
|
$5.97 Million
2.02% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
215,747
shares
|
$5.95 Million
2.46% of portfolio
|
Q1 2025
Added 20.32%
|
|
|
Sterling Wealth Advisors Inc
Plantation, FL |
May 12, 2025 Q1 2025 |
215,177
shares
|
$5.93 Million
4.29% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
213,232
shares
|
$5.88 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Graver Capital Management, LLC
Columbus, OH |
Apr 30, 2025 Q1 2025 |
211,414
shares
|
$5.83 Million
5.58% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
209,331
shares
|
$5.77 Million
0.51% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
209,331
shares
|
$5.77 Million
0.08% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
207,419
shares
|
$5.72 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
207,063
shares
|
$5.71 Million
2.5% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
201,988
shares
|
$5.57 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
200,333
shares
|
$5.52 Million
1.86% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
199,417
shares
|
$5.5 Million
0.81% of portfolio
|
Q1 2025
Reduced 19.22%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
184,190
shares
|
$5.08 Million
2.69% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
180,927
shares
|
$4.99 Million
1.49% of portfolio
|
Q1 2025
Added 4.37%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
179,861
shares
|
$4.96 Million
3.4% of portfolio
|
Q1 2025
New holding
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
178,229
shares
|
$4.91 Million
3.19% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$4.86 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Fort Henry Capital, LLC
|
Apr 22, 2025 Q1 2025 |
175,166
shares
|
$4.83 Million
3.26% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
174,733
shares
|
$4.82 Million
2.45% of portfolio
|
Q1 2025
Added 3.42%
|