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 |
|---|---|---|---|---|---|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
16,311
shares
|
$530,107
0.29% of portfolio
|
Q4 2025
Reduced 0.24%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
16,237
shares
|
$527,702
0.27% of portfolio
|
Q4 2025
Reduced 6.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
16,200
shares
|
$526,500
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry Hill Advisors, LLC
St Paul, MN |
Oct 27, 2025 Q3 2025 |
16,183
shares
|
$525,947
0.26% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
16,166
shares
|
$525,395
0.18% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Kraft Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
16,109
shares
|
$523,542
0.45% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
16,022
shares
|
$520,715
0.09% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
16,012
shares
|
$520,390
0.08% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Jan 20, 2026 Q4 2025 |
15,965
shares
|
$518,862
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Friday Financial
Dubuque, IA |
Jan 09, 2026 Q4 2025 |
15,962
shares
|
$518,765
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
15,857
shares
|
$515,352
0.3% of portfolio
|
Q4 2022
Added 3.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
15,603
shares
|
$507,097
0.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 17, 2025 Q3 2025 |
15,557
shares
|
$505,602
0.2% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
15,211
shares
|
$494,357
0.13% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
14,655
shares
|
$476,287
0.08% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Nov 13, 2025 Q3 2025 |
14,408
shares
|
$468,260
0.13% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
14,306
shares
|
$464,945
0.0% of portfolio
|
Q3 2025
Added 17.26%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
14,181
shares
|
$460,882
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,044
shares
|
$456,430
0.01% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
13,940
shares
|
$453,050
0.13% of portfolio
|
Q4 2025
Reduced 0.71%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Jan 23, 2026 Q4 2025 |
13,912
shares
|
$452,140
0.11% of portfolio
|
Q4 2025
Added 5.31%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
13,875
shares
|
$450,937
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
13,412
shares
|
$435,890
0.02% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
13,242
shares
|
$430,365
0.11% of portfolio
|
Q3 2023
Added 0.26%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
13,155
shares
|
$427,537
0.05% of portfolio
|
Q4 2023
New holding
|
|