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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
173,464
shares
|
$4.78 Million
1.65% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
168,515
shares
|
$4.65 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
166,786
shares
|
$4.6 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
162,656
shares
|
$4.48 Million
3.37% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
158,497
shares
|
$4.37 Million
2.65% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
158,062
shares
|
$4.36 Million
0.3% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
157,814
shares
|
$4.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 69.39%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
157,202
shares
|
$4.33 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
157,055
shares
|
$4.33 Million
2.71% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Apr 15, 2025 Q1 2025 |
154,565
shares
|
$4.26 Million
3.27% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
153,639
shares
|
$4.24 Million
2.3% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$4.13 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
147,687
shares
|
$4.07 Million
2.77% of portfolio
|
Q1 2025
Added 218.17%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Apr 21, 2025 Q1 2025 |
146,256
shares
|
$4.03 Million
2.16% of portfolio
|
Q1 2025
Added 20.81%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
145,488
shares
|
$4.01 Million
2.58% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
143,678
shares
|
$3.96 Million
0.21% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
143,555
shares
|
$3.96 Million
1.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
143,317
shares
|
$3.95 Million
0.9% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
141,305
shares
|
$3.9 Million
2.58% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
140,248
shares
|
$3.87 Million
2.14% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
139,229
shares
|
$3.84 Million
1.06% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$3.76 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
133,000
shares
|
$3.67 Million
0.21% of portfolio
|
Q1 2025
Added 319.64%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
132,850
shares
|
$3.66 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
128,387
shares
|
$3.54 Million
1.66% of portfolio
|
Q1 2025
Added 4.66%
|