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 $3.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
137,956
shares
|
$3.56 Million
1.02% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$3.53 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
134,644
shares
|
$3.48 Million
2.46% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
133,529
shares
|
$3.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 40.5%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
127,694
shares
|
$3.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Level Financial Advisors, Inc.
|
Oct 10, 2024 Q3 2024 |
127,193
shares
|
$3.29 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
123,040
shares
|
$3.18 Million
0.22% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.13 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.13 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
118,024
shares
|
$3.05 Million
1.07% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
117,481
shares
|
$3.03 Million
1.55% of portfolio
|
Q3 2024
Added 80.6%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
117,002
shares
|
$3.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Tru Independence Asset Management 2, LLC
|
Nov 04, 2024 Q3 2024 |
115,173
shares
|
$2.97 Million
2.78% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
114,238
shares
|
$2.95 Million
0.74% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
110,004
shares
|
$2.84 Million
1.49% of portfolio
|
Q3 2024
Added 134.69%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
109,250
shares
|
$2.82 Million
0.12% of portfolio
|
Q2 2024
Added 6.05%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
108,631
shares
|
$2.81 Million
0.12% of portfolio
|
Q3 2024
Reduced 19.31%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$2.74 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
105,026
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2024
Added 47.49%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
104,676
shares
|
$2.7 Million
1.16% of portfolio
|
Q3 2024
Added 146.09%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
104,441
shares
|
$2.7 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Oct 22, 2024 Q3 2024 |
103,988
shares
|
$2.69 Million
1.58% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
101,647
shares
|
$2.63 Million
0.14% of portfolio
|
Q3 2024
Reduced 45.18%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Oct 18, 2024 Q3 2024 |
100,667
shares
|
$2.6 Million
1.96% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
97,948
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.21%
|