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 |
|---|---|---|---|---|---|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,027
shares
|
$1.04 Million
0.53% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Oct 31, 2025 Q3 2025 |
31,663
shares
|
$1.03 Million
0.26% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 23, 2026 Q4 2025 |
31,500
shares
|
$1.02 Million
0.69% of portfolio
|
Q4 2025
Reduced 7.49%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
30,503
shares
|
$991,347
0.04% of portfolio
|
Q4 2025
Added 6.64%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
30,213
shares
|
$981,922
0.0% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
29,758
shares
|
$967,135
0.0% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
29,397
shares
|
$955,402
0.01% of portfolio
|
Q3 2025
Added 48.07%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jan 22, 2026 Q4 2025 |
28,991
shares
|
$942,207
0.66% of portfolio
|
Q4 2025
Added 51.18%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
28,745
shares
|
$934,212
0.54% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
28,708
shares
|
$933,010
0.51% of portfolio
|
Q1 2023
Added 11.27%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,547
shares
|
$927,777
0.02% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
28,325
shares
|
$920,562
0.13% of portfolio
|
Q3 2025
Added 11.75%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
28,212
shares
|
$916,890
0.05% of portfolio
|
Q4 2025
Reduced 0.32%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 15, 2026 Q4 2025 |
28,210
shares
|
$916,825
0.4% of portfolio
|
Q4 2025
Reduced 14.92%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
28,041
shares
|
$911,332
0.21% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
27,649
shares
|
$898,592
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
27,180
shares
|
$883,350
0.46% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
26,139
shares
|
$849,517
0.0% of portfolio
|
Q3 2025
Added 22.57%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Jan 22, 2026 Q4 2025 |
26,020
shares
|
$845,650
0.46% of portfolio
|
Q4 2025
Reduced 2.02%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
25,920
shares
|
$842,400
0.24% of portfolio
|
Q4 2025
Added 2.56%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
25,656
shares
|
$833,820
0.13% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
25,299
shares
|
$822,217
0.15% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
25,272
shares
|
$821,340
0.03% of portfolio
|
Q3 2025
Reduced 17.2%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,235
shares
|
$820,137
0.02% of portfolio
|
Q3 2023
Added 9.12%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
24,612
shares
|
$799,890
0.09% of portfolio
|
Q2 2025
Added 24.49%
|
|