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 |
|---|---|---|---|---|---|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Feb 14, 2025 Q4 2024 |
45,359
shares
|
$1.21 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
44,999
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Wealth Management, LLC
Manchester, NH |
Jan 23, 2025 Q4 2024 |
44,845
shares
|
$1.2 Million
0.58% of portfolio
|
Q4 2024
Added 70.21%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Jan 23, 2025 Q4 2024 |
44,300
shares
|
$1.18 Million
0.89% of portfolio
|
Q4 2024
Added 138.45%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
43,845
shares
|
$1.17 Million
0.26% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
43,567
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Added 21.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
39,624
shares
|
$1.06 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$1.06 Million
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
39,390
shares
|
$1.05 Million
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
39,221
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 16.64%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
39,109
shares
|
$1.04 Million
0.28% of portfolio
|
Q4 2024
Reduced 24.94%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Jan 29, 2025 Q4 2024 |
38,758
shares
|
$1.03 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
38,273
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
37,962
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
37,832
shares
|
$1.01 Million
0.65% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
36,993
shares
|
$986,233
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,647
shares
|
$977,009
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,577
shares
|
$975,142
0.0% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
35,856
shares
|
$955,920
0.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$955,041
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
35,744
shares
|
$952,935
0.07% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
35,672
shares
|
$951,015
0.8% of portfolio
|
Q4 2024
Reduced 42.21%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$950,722
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
35,583
shares
|
$948,642
0.0% of portfolio
|
Q4 2024
Reduced 42.49%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
35,155
shares
|
$937,232
0.72% of portfolio
|
Q4 2024
Added 25.33%
|