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 536 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $4.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
84,960
shares
|
$2.27 Million
1.08% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Timonier Family Office, Ltd.
Winston Salem, NC |
Feb 03, 2025 Q4 2024 |
84,080
shares
|
$2.24 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
83,847
shares
|
$2.24 Million
0.71% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
81,793
shares
|
$2.18 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Wealth Partners Inc.
|
Jan 30, 2025 Q4 2024 |
80,488
shares
|
$2.15 Million
0.58% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
79,953
shares
|
$2.13 Million
0.89% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
79,626
shares
|
$2.12 Million
0.21% of portfolio
|
Q4 2024
Added 16.54%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
79,522
shares
|
$2.12 Million
0.17% of portfolio
|
Q4 2022
Added 104.78%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
78,766
shares
|
$2.1 Million
0.27% of portfolio
|
Q4 2024
Added 15.89%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
78,706
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
78,702
shares
|
$2.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.43%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
78,661
shares
|
$2.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
77,966
shares
|
$2.08 Million
0.44% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
76,925
shares
|
$2.05 Million
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Feb 11, 2025 Q4 2024 |
76,034
shares
|
$2.03 Million
1.39% of portfolio
|
Q4 2024
Reduced 24.47%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
75,153
shares
|
$2 Million
0.14% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
74,786
shares
|
$1.99 Million
0.87% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
74,563
shares
|
$1.99 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Feb 10, 2025 Q4 2024 |
74,237
shares
|
$1.98 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Group Corp
Raleigh, NC |
Feb 10, 2025 Q4 2024 |
72,799
shares
|
$1.94 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
72,572
shares
|
$1.93 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
71,530
shares
|
$1.91 Million
0.7% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
70,397
shares
|
$1.88 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
69,786
shares
|
$1.86 Million
0.98% of portfolio
|
Q4 2024
Added 7.27%
|