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 |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
166,786
shares
|
$5.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
164,804
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
162,492
shares
|
$5.28 Million
2.69% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
161,924
shares
|
$5.26 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
161,785
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
161,638
shares
|
$5.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 56.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
160,949
shares
|
$5.23 Million
0.06% of portfolio
|
Q4 2025
Added 17.97%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
160,488
shares
|
$5.22 Million
0.32% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Jan 07, 2026 Q4 2025 |
159,853
shares
|
$5.2 Million
3.69% of portfolio
|
Q4 2025
Added 1.76%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
155,967
shares
|
$5.07 Million
2.95% of portfolio
|
Q4 2025
Reduced 0.68%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
155,778
shares
|
$5.06 Million
2.92% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 21, 2026 Q4 2025 |
155,078
shares
|
$5.04 Million
2.91% of portfolio
|
Q4 2025
Reduced 0.41%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
153,609
shares
|
$4.99 Million
5.29% of portfolio
|
Q4 2025
New holding
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
153,105
shares
|
$4.98 Million
0.11% of portfolio
|
Q4 2025
Added 48.83%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
152,840
shares
|
$4.97 Million
1.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$4.86 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
149,341
shares
|
$4.85 Million
0.99% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
145,261
shares
|
$4.72 Million
2.77% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
142,009
shares
|
$4.62 Million
0.2% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
141,847
shares
|
$4.61 Million
3.46% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
138,259
shares
|
$4.49 Million
2.78% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jan 15, 2026 Q4 2025 |
138,203
shares
|
$4.49 Million
2.59% of portfolio
|
Q4 2025
Reduced 5.19%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
136,612
shares
|
$4.44 Million
0.02% of portfolio
|
Q3 2025
Added 72.92%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$4.44 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
135,923
shares
|
$4.42 Million
0.19% of portfolio
|
Q3 2025
Added 22.99%
|
|