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 |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
69,674
shares
|
$1.86 Million
0.29% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
68,979
shares
|
$1.84 Million
0.62% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
68,975
shares
|
$1.84 Million
0.97% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
68,687
shares
|
$1.83 Million
0.51% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
68,450
shares
|
$1.82 Million
0.57% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
67,840
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 79.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
67,711
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 97.5%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
67,567
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
67,179
shares
|
$1.79 Million
1.38% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Dopkins Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
67,126
shares
|
$1.79 Million
0.9% of portfolio
|
Q4 2024
Added 486.97%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
66,993
shares
|
$1.79 Million
1.06% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
66,920
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
66,281
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
66,201
shares
|
$1.76 Million
0.35% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
66,069
shares
|
$1.76 Million
1.12% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
65,509
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
65,230
shares
|
$1.74 Million
0.26% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
64,983
shares
|
$1.73 Million
0.65% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Beta Wealth Group, Inc.
|
Jan 31, 2025 Q4 2024 |
64,963
shares
|
$1.73 Million
0.8% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
64,551
shares
|
$1.72 Million
0.93% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
63,671
shares
|
$1.7 Million
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
63,612
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
63,343
shares
|
$1.69 Million
1.08% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
63,181
shares
|
$1.68 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
62,203
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Added 2.48%
|