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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
524
shares
|
$13,969
0.0% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
495
shares
|
$13,196
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
447
shares
|
$11,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
399
shares
|
$10,637
0.0% of portfolio
|
Q3 2024
Added 19.1%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
391
shares
|
$10,424
0.0% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
368
shares
|
$9,810
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
363
shares
|
$9,677
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
354
shares
|
$9,437
0.0% of portfolio
|
Q4 2024
Reduced 41.0%
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
350
shares
|
$9,331
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
293
shares
|
$7,811
0.0% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
290
shares
|
$7,731
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
254
shares
|
$6,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
235
shares
|
$6,265
0.0% of portfolio
|
Q4 2024
Added 2250.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
205
shares
|
$5,465
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
200
shares
|
$5,332
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
193
shares
|
$5,145
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
181
shares
|
$4,825
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
181
shares
|
$4,825
0.0% of portfolio
|
Q4 2024
Reduced 49.86%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
167
shares
|
$4,452
0.0% of portfolio
|
Q4 2024
Reduced 95.0%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
159
shares
|
$4,238
0.0% of portfolio
|
Q4 2024
Reduced 27.4%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
141
shares
|
$3,759
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
138
shares
|
$3,679
0.0% of portfolio
|
Q4 2024
Added 122.58%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
133
shares
|
$3,545
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
128
shares
|
$3,412
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
125
shares
|
$3,332
0.0% of portfolio
|
Q3 2024
New holding
|