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 |
|---|---|---|---|---|---|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
602,517
shares
|
$19.6 Million
5.36% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
597,107
shares
|
$19.4 Million
2.34% of portfolio
|
Q4 2025
Reduced 0.83%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
584,093
shares
|
$19 Million
2.84% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
580,300
shares
|
$18.9 Million
5.11% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
577,727
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
549,493
shares
|
$17.9 Million
0.59% of portfolio
|
Q4 2025
Added 29.55%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
536,567
shares
|
$17.4 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
521,118
shares
|
$16.9 Million
0.15% of portfolio
|
Q3 2025
Added 554.14%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
513,691
shares
|
$16.7 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
509,241
shares
|
$16.6 Million
3.32% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
494,880
shares
|
$16.1 Million
0.4% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jan 20, 2026 Q4 2025 |
492,420
shares
|
$16 Million
3.46% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
492,014
shares
|
$16 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$16 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
488,575
shares
|
$15.9 Million
1.51% of portfolio
|
Q4 2025
Added 34.88%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
476,250
shares
|
$15.5 Million
6.37% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
475,700
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
474,837
shares
|
$15.4 Million
1.51% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
465,794
shares
|
$15.1 Million
7.88% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
463,729
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
452,511
shares
|
$14.7 Million
4.32% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
446,112
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
444,032
shares
|
$14.4 Million
3.35% of portfolio
|
Q4 2025
Added 0.32%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
443,333
shares
|
$14.4 Million
0.06% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
436,310
shares
|
$14.2 Million
0.74% of portfolio
|
Q3 2025
Added 8.17%
|
|