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 |
|---|---|---|---|---|---|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
6,581
shares
|
$213,882
0.14% of portfolio
|
Q2 2025
Reduced 24.8%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
6,487
shares
|
$210,827
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Nov 07, 2025 Q3 2025 |
6,487
shares
|
$210,827
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
6,353
shares
|
$206,472
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
6,345
shares
|
$206,212
0.02% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jan 20, 2026 Q4 2025 |
6,339
shares
|
$206,017
0.17% of portfolio
|
Q4 2025
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
5,167
shares
|
$167,927
0.08% of portfolio
|
Q1 2024
Added 0.1%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
4,771
shares
|
$155,057
0.08% of portfolio
|
Q3 2025
Added 14.72%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
4,270
shares
|
$138,775
0.04% of portfolio
|
Q4 2025
Added 220.09%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,140
shares
|
$134,550
0.05% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 23, 2026 Q4 2025 |
4,026
shares
|
$130,845
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,528
shares
|
$114,660
0.01% of portfolio
|
Q2 2024
Added 0.68%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
3,246
shares
|
$105,495
0.06% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
3,040
shares
|
$98,800
0.01% of portfolio
|
Q3 2025
Reduced 14.22%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,636
shares
|
$85,670
0.0% of portfolio
|
Q3 2025
Added 1600.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,447
shares
|
$79,527
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,266
shares
|
$73,645
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,228
shares
|
$72,410
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$65,000
0.0% of portfolio
|
Q3 2025
Added 3289.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,832
shares
|
$59,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1,724
shares
|
$56,030
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,690
shares
|
$54,925
0.01% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
1,669
shares
|
$54,242
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Oct 31, 2025 Q3 2025 |
1,590
shares
|
$51,675
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,579
shares
|
$51,317
0.03% of portfolio
|
Q4 2024
Reduced 46.6%
|
|