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 638 institutions that hold shares in the stock, with a total of 187 Million shares, which have been reported (via 13F filing form) to have a value of $6.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 22, 2026 Q4 2025 |
68,283
shares
|
$2.22 Million
0.2% of portfolio
|
Q4 2025
Added 66.88%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
68,200
shares
|
$2.22 Million
1.17% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
67,460
shares
|
$2.19 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 12, 2026 Q4 2025 |
66,624
shares
|
$2.17 Million
1.67% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
66,337
shares
|
$2.16 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
65,715
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
65,623
shares
|
$2.13 Million
0.58% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
64,698
shares
|
$2.1 Million
0.97% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 20, 2026 Q4 2025 |
64,479
shares
|
$2.1 Million
0.09% of portfolio
|
Q4 2025
Added 4.06%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
64,212
shares
|
$2.09 Million
0.25% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
63,746
shares
|
$2.07 Million
0.12% of portfolio
|
Q4 2025
Added 0.85%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
62,925
shares
|
$2.05 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 05, 2025 Q3 2025 |
62,829
shares
|
$2.04 Million
1.26% of portfolio
|
Q3 2025
Added 11.05%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
May 12, 2025 Q1 2025 |
62,651
shares
|
$2.04 Million
0.83% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
62,277
shares
|
$2.02 Million
0.5% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Jan 15, 2026 Q4 2025 |
62,218
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2025
Reduced 7.11%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,161
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2023
Added 37.87%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
61,411
shares
|
$2 Million
1.69% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
60,866
shares
|
$1.98 Million
0.9% of portfolio
|
Q3 2025
Reduced 1.25%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
60,120
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
58,588
shares
|
$1.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
58,485
shares
|
$1.9 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Cordant, Inc.
Portland, OR |
Jan 12, 2026 Q4 2025 |
56,939
shares
|
$1.85 Million
0.78% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
56,939
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
1900 Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
56,432
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2025
Reduced 4.5%
|
|