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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
125,395
shares
|
$3.46 Million
0.13% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
125,298
shares
|
$3.45 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
123,997
shares
|
$3.42 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.34 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.34 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
119,008
shares
|
$3.28 Million
2.67% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
118,794
shares
|
$3.28 Million
0.1% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
117,134
shares
|
$3.23 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
114,663
shares
|
$3.16 Million
2.45% of portfolio
|
Q1 2025
Added 53.78%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
114,508
shares
|
$3.16 Million
0.9% of portfolio
|
Q1 2025
Added 93.42%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
113,019
shares
|
$3.12 Million
0.59% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
113,019
shares
|
$3.12 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
112,785
shares
|
$3.11 Million
2.24% of portfolio
|
Q1 2025
Added 51.93%
|
|
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
May 15, 2025 Q1 2025 |
112,423
shares
|
$3.1 Million
2.88% of portfolio
|
Q1 2025
Reduced 49.77%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
110,109
shares
|
$3.04 Million
0.92% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
109,800
shares
|
$3.03 Million
0.07% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Level Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
108,876
shares
|
$3 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
106,295
shares
|
$2.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$2.92 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
105,262
shares
|
$2.9 Million
0.14% of portfolio
|
Q1 2025
Added 13.98%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
104,085
shares
|
$2.87 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
103,694
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Claris Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
101,600
shares
|
$2.8 Million
1.13% of portfolio
|
Q1 2025
Added 27.07%
|
|
|
Tillman Hartley LLC
Orlando, FL |
May 08, 2025 Q1 2025 |
101,346
shares
|
$2.79 Million
0.76% of portfolio
|
Q1 2025
Added 14.78%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
97,455
shares
|
$2.69 Million
0.27% of portfolio
|
Q1 2025
Added 65.5%
|