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 |
|---|---|---|---|---|---|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
95,230
shares
|
$2.46 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Oct 21, 2024 Q3 2024 |
94,886
shares
|
$2.45 Million
1.82% of portfolio
|
Q3 2024
Added 2.6%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
92,402
shares
|
$2.39 Million
0.08% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
88,863
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2024
Added 23.96%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
88,783
shares
|
$2.3 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
88,026
shares
|
$2.28 Million
0.8% of portfolio
|
Q3 2024
Added 20.32%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
87,877
shares
|
$2.27 Million
0.66% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
86,959
shares
|
$2.25 Million
0.5% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
84,726
shares
|
$2.19 Million
1.16% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.17 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
81,279
shares
|
$2.1 Million
0.11% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.06 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
78,661
shares
|
$2.03 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
77,817
shares
|
$2.01 Million
0.43% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
76,082
shares
|
$1.97 Million
0.16% of portfolio
|
Q3 2024
Added 37.49%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
74,196
shares
|
$1.92 Million
1.1% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
71,959
shares
|
$1.86 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
70,847
shares
|
$1.83 Million
0.14% of portfolio
|
Q3 2024
Added 20.89%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
70,587
shares
|
$1.83 Million
0.99% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
69,624
shares
|
$1.8 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
68,323
shares
|
$1.77 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
68,139
shares
|
$1.76 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
67,965
shares
|
$1.76 Million
0.25% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
67,930
shares
|
$1.76 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.11%
|