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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
687,078
shares
|
$18.3 Million
1.51% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
674,452
shares
|
$18 Million
0.11% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
673,699
shares
|
$18 Million
1.17% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
669,853
shares
|
$17.9 Million
6.29% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
669,501
shares
|
$17.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
668,387
shares
|
$17.8 Million
2.77% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
655,125
shares
|
$17.5 Million
0.2% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
654,372
shares
|
$17.4 Million
0.17% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
644,286
shares
|
$17.2 Million
7.6% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
607,403
shares
|
$16.2 Million
2.44% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
605,365
shares
|
$16.1 Million
0.28% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
598,061
shares
|
$15.9 Million
0.24% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
590,919
shares
|
$15.8 Million
2.2% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
589,437
shares
|
$15.7 Million
3.18% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
564,450
shares
|
$15 Million
2.08% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
563,145
shares
|
$15 Million
3.43% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
558,488
shares
|
$14.9 Million
2.3% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
545,405
shares
|
$14.5 Million
0.6% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
540,030
shares
|
$14.4 Million
6.21% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
525,840
shares
|
$14 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
515,489
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
510,254
shares
|
$13.6 Million
4.4% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
501,220
shares
|
$13.4 Million
0.11% of portfolio
|
Q4 2024
Reduced 52.1%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$13.1 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
487,353
shares
|
$13 Million
0.37% of portfolio
|
Q4 2024
Added 17.88%
|