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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
367,958
shares
|
$9.81 Million
0.11% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
367,801
shares
|
$9.81 Million
0.01% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Feb 13, 2025 Q4 2024 |
365,391
shares
|
$9.74 Million
5.46% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
365,249
shares
|
$9.74 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
364,771
shares
|
$9.72 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
364,445
shares
|
$9.72 Million
1.92% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
355,251
shares
|
$9.47 Million
1.96% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
352,523
shares
|
$9.4 Million
0.65% of portfolio
|
Q4 2024
Added 30.61%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$9.36 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
347,586
shares
|
$9.27 Million
2.28% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
345,245
shares
|
$9.2 Million
0.67% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Bridgewater Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
341,062
shares
|
$9.09 Million
0.9% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
327,607
shares
|
$8.73 Million
0.31% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
320,693
shares
|
$8.55 Million
4.89% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
314,926
shares
|
$8.4 Million
4.28% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
312,058
shares
|
$8.32 Million
0.23% of portfolio
|
Q4 2024
Added 22.29%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Feb 14, 2025 Q4 2024 |
310,691
shares
|
$8.28 Million
0.62% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
306,417
shares
|
$8.17 Million
0.82% of portfolio
|
Q4 2024
Added 10.17%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$7.63 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
285,993
shares
|
$7.62 Million
4.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
285,207
shares
|
$7.6 Million
0.0% of portfolio
|
Q4 2024
Added 28.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
282,244
shares
|
$7.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
278,663
shares
|
$7.43 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Jan 29, 2025 Q4 2024 |
277,850
shares
|
$7.41 Million
1.67% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Feb 03, 2025 Q4 2024 |
276,668
shares
|
$7.38 Million
5.86% of portfolio
|
Q4 2024
New holding
|