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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
34,955
shares
|
$931,900
0.17% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
34,805
shares
|
$927,901
0.43% of portfolio
|
Q4 2024
Reduced 9.56%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
34,717
shares
|
$925,555
0.11% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
34,267
shares
|
$913,558
0.0% of portfolio
|
Q4 2024
Reduced 40.26%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
33,442
shares
|
$891,563
0.45% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
33,374
shares
|
$889,750
0.06% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
33,254
shares
|
$886,551
0.29% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
32,486
shares
|
$866,076
0.03% of portfolio
|
Q4 2024
Reduced 20.61%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31,694
shares
|
$844,962
0.05% of portfolio
|
Q4 2024
Added 53618.64%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
31,663
shares
|
$844,135
0.27% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
29,550
shares
|
$787,803
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
28,726
shares
|
$765,835
0.03% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$765,355
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
28,038
shares
|
$747,493
0.03% of portfolio
|
Q4 2024
Reduced 44.62%
|
|
|
Lauterbach Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
27,872
shares
|
$743,067
0.45% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
27,844
shares
|
$742,321
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
27,779
shares
|
$740,588
0.42% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
27,350
shares
|
$729,151
0.71% of portfolio
|
Q4 2024
Added 11.4%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
27,174
shares
|
$724,458
0.04% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
26,883
shares
|
$716,700
0.09% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
26,801
shares
|
$714,514
0.01% of portfolio
|
Q4 2024
Reduced 23.41%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
26,610
shares
|
$709,422
0.23% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
25,259
shares
|
$673,404
0.2% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$672,765
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
25,079
shares
|
$668,606
0.33% of portfolio
|
Q4 2024
Reduced 4.61%
|