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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
336,650
shares
|
$10.9 Million
0.36% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
331,676
shares
|
$10.8 Million
1.01% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
326,712
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 98.65%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
322,404
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2025
Added 65.74%
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
321,278
shares
|
$10.4 Million
0.42% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
320,222
shares
|
$10.4 Million
5.29% of portfolio
|
Q4 2025
Added 9.83%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
318,236
shares
|
$10.3 Million
3.49% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
309,281
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
305,097
shares
|
$9.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
301,787
shares
|
$9.81 Million
0.06% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
300,670
shares
|
$9.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
294,847
shares
|
$9.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
293,148
shares
|
$9.53 Million
5.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
291,631
shares
|
$9.48 Million
4.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 14, 2026 Q4 2025 |
290,800
shares
|
$9.45 Million
1.75% of portfolio
|
Q4 2025
Reduced 15.06%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$9.3 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
281,951
shares
|
$9.16 Million
3.17% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
280,697
shares
|
$9.12 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
277,458
shares
|
$9.02 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
270,368
shares
|
$8.79 Million
3.56% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
265,084
shares
|
$8.62 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 15, 2026 Q4 2025 |
265,001
shares
|
$8.61 Million
0.95% of portfolio
|
Q4 2025
Reduced 19.41%
|
|
|
Kure Advisory, LLC
Plymouth, MN |
Jan 07, 2026 Q4 2025 |
264,624
shares
|
$8.6 Million
4.82% of portfolio
|
Q4 2025
Added 4.71%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
263,208
shares
|
$8.55 Million
0.07% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
261,055
shares
|
$8.48 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.78%
|
|