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 |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
1,535
shares
|
$49,887
0.02% of portfolio
|
Q3 2025
Reduced 66.92%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,455
shares
|
$47,287
0.0% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
1,422
shares
|
$46,215
0.0% of portfolio
|
Q4 2025
Added 40.51%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,412
shares
|
$45,890
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,345
shares
|
$43,712
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,280
shares
|
$41,600
0.0% of portfolio
|
Q4 2025
Added 18.52%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,226
shares
|
$39,845
0.0% of portfolio
|
Q3 2025
Added 25.87%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
1,199
shares
|
$38,967
0.0% of portfolio
|
Q4 2025
Added 0.67%
|
|
|
Banco De Sabadell, S.A
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,058
shares
|
$34,385
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
964
shares
|
$31,330
0.0% of portfolio
|
Q3 2022
Reduced 4.84%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
916
shares
|
$29,770
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
875
shares
|
$28,437
0.0% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
847
shares
|
$27,527
0.01% of portfolio
|
Q1 2025
Reduced 36.79%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
847
shares
|
$27,527
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
841
shares
|
$27,332
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jan 21, 2026 Q4 2025 |
824
shares
|
$26,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$26,487
0.0% of portfolio
|
Q3 2025
Added 307.5%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
810
shares
|
$26,325
0.0% of portfolio
|
Q3 2025
Reduced 84.76%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
804
shares
|
$26,130
0.02% of portfolio
|
Q4 2023
Reduced 47.17%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
792
shares
|
$25,740
0.0% of portfolio
|
Q3 2025
Reduced 38.17%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
739
shares
|
$24,017
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
682
shares
|
$22,165
0.0% of portfolio
|
Q3 2025
Reduced 37.6%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
654
shares
|
$21,255
0.0% of portfolio
|
Q3 2025
Added 17.2%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
577
shares
|
$18,752
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
571
shares
|
$18,557
0.0% of portfolio
|
Q3 2025
Added 161.93%
|
|