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 |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
168,515
shares
|
$4.49 Million
0.45% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
166,745
shares
|
$4.45 Million
1.57% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
158,868
shares
|
$4.24 Million
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
155,278
shares
|
$4.14 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
152,777
shares
|
$4.07 Million
3.32% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
150,530
shares
|
$4.01 Million
2.44% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$3.99 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
140,123
shares
|
$3.74 Million
0.97% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
139,626
shares
|
$3.72 Million
1.99% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
137,957
shares
|
$3.68 Million
0.73% of portfolio
|
Q4 2024
Added 58.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$3.64 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
136,300
shares
|
$3.63 Million
0.27% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
136,137
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
135,128
shares
|
$3.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Jan 15, 2025 Q4 2024 |
134,940
shares
|
$3.6 Million
2.32% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
134,592
shares
|
$3.59 Million
0.12% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
132,856
shares
|
$3.54 Million
0.21% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
130,934
shares
|
$3.49 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
125,616
shares
|
$3.35 Million
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
125,394
shares
|
$3.34 Million
0.13% of portfolio
|
Q4 2024
Added 97.98%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
123,997
shares
|
$3.31 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
122,665
shares
|
$3.27 Million
1.57% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
122,360
shares
|
$3.26 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.23 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.23 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|