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 |
|---|---|---|---|---|---|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
11,433
shares
|
$304,803
0.09% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
11,369
shares
|
$303,097
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
11,364
shares
|
$302,964
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
11,300
shares
|
$301,258
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
11,075
shares
|
$295,259
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,735
shares
|
$286,195
0.04% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
10,581
shares
|
$282,089
0.09% of portfolio
|
Q4 2024
Reduced 40.17%
|
|
|
Matisse Capital
|
Jan 24, 2025 Q4 2024 |
10,252
shares
|
$273,318
0.14% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
10,191
shares
|
$271,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
10,143
shares
|
$270,412
0.06% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
10,120
shares
|
$269,799
0.04% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
10,085
shares
|
$268,866
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
9,900
shares
|
$263,934
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,888
shares
|
$263,614
0.21% of portfolio
|
Q4 2024
Added 22.42%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
9,876
shares
|
$263,294
0.11% of portfolio
|
Q4 2023
Reduced 32.52%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
9,572
shares
|
$255,189
0.2% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Stewardship Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
9,412
shares
|
$250,923
0.07% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
9,388
shares
|
$250,284
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
9,329
shares
|
$248,711
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
9,222
shares
|
$245,858
0.14% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
9,119
shares
|
$243,112
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
9,038
shares
|
$240,953
0.02% of portfolio
|
Q4 2024
Added 15.63%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
8,872
shares
|
$236,527
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
8,861
shares
|
$236,234
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Feb 05, 2025 Q4 2024 |
8,814
shares
|
$234,981
0.08% of portfolio
|
Q4 2024
Reduced 0.08%
|