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 |
|---|---|---|---|---|---|
|
Mc Mill Wealth Management
Norfolk, NE |
Nov 07, 2025 Q3 2025 |
218,250
shares
|
$7.09 Million
1.96% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
217,036
shares
|
$7.05 Million
2.61% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
216,573
shares
|
$7.04 Million
0.1% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
216,573
shares
|
$7.04 Million
0.53% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Shore Point Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
212,345
shares
|
$6.9 Million
2.55% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
212,331
shares
|
$6.9 Million
3.45% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
210,758
shares
|
$6.85 Million
3.99% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
208,009
shares
|
$6.76 Million
3.13% of portfolio
|
Q4 2025
Added 7.03%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
204,703
shares
|
$6.65 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
195,526
shares
|
$6.35 Million
0.54% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
189,610
shares
|
$6.16 Million
3.52% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
189,184
shares
|
$6.15 Million
1.68% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jan 09, 2026 Q4 2025 |
187,114
shares
|
$6.08 Million
1.39% of portfolio
|
Q4 2025
Reduced 0.56%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
184,278
shares
|
$5.99 Million
1.82% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 20, 2026 Q4 2025 |
183,757
shares
|
$5.97 Million
2.45% of portfolio
|
Q4 2025
Added 24.89%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
182,220
shares
|
$5.92 Million
0.78% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Fort Henry Capital, LLC
|
Jan 23, 2026 Q4 2025 |
179,812
shares
|
$5.84 Million
3.62% of portfolio
|
Q4 2025
Added 2.39%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
178,813
shares
|
$5.81 Million
2.51% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
176,773
shares
|
$5.75 Million
0.24% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
176,240
shares
|
$5.73 Million
2.26% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$5.73 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
173,904
shares
|
$5.65 Million
2.75% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
173,587
shares
|
$5.64 Million
2.25% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Trinity Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
173,319
shares
|
$5.63 Million
1.67% of portfolio
|
Q4 2025
Added 6.3%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
171,367
shares
|
$5.57 Million
1.46% of portfolio
|
Q3 2025
Added 9.15%
|
|