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 |
|---|---|---|---|---|---|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
9,772
shares
|
$317,590
0.26% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
9,756
shares
|
$317,070
0.22% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Matisse Capital
|
Oct 29, 2025 Q3 2025 |
9,687
shares
|
$314,827
0.14% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
9,659
shares
|
$313,917
0.12% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Oct 15, 2025 Q3 2025 |
9,443
shares
|
$306,897
0.17% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
9,376
shares
|
$304,720
0.07% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
9,373
shares
|
$304,622
0.11% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Stewardship Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
9,333
shares
|
$303,322
0.07% of portfolio
|
Q4 2025
Reduced 4.06%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
9,300
shares
|
$302,250
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
9,222
shares
|
$299,715
0.14% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 20, 2026 Q4 2025 |
9,154
shares
|
$297,505
0.11% of portfolio
|
Q4 2025
Reduced 1.99%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,861
shares
|
$287,982
0.01% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
8,833
shares
|
$287,072
0.11% of portfolio
|
Q2 2025
Reduced 72.21%
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
8,816
shares
|
$286,520
0.09% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,800
shares
|
$286,000
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
8,760
shares
|
$284,700
0.04% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
8,662
shares
|
$281,515
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
8,520
shares
|
$276,900
0.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Strategent Financial, LLC
Harrisonburg, VA |
Oct 24, 2025 Q3 2025 |
8,486
shares
|
$275,795
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
8,464
shares
|
$275,080
0.08% of portfolio
|
Q4 2025
Reduced 0.48%
|
|
|
Schubert & CO
|
Nov 17, 2025 Q3 2025 |
8,414
shares
|
$273,455
0.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Westwood Wealth Management
|
Jan 20, 2026 Q4 2025 |
8,407
shares
|
$273,227
0.21% of portfolio
|
Q4 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Jan 13, 2026 Q4 2025 |
8,407
shares
|
$273,227
0.21% of portfolio
|
Q4 2025
Reduced 5.18%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
8,354
shares
|
$271,505
0.05% of portfolio
|
Q1 2025
Added 44.03%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 16, 2026 Q4 2025 |
8,271
shares
|
$268,807
0.07% of portfolio
|
Q4 2025
New holding
|
|