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 |
|---|---|---|---|---|---|
|
Martin Worley Group
Cottonwood Heights, UT |
Feb 12, 2025 Q4 2024 |
121,058
shares
|
$3.23 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
117,134
shares
|
$3.12 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
115,294
shares
|
$3.07 Million
2.86% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
115,041
shares
|
$3.07 Million
0.63% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
113,575
shares
|
$3.03 Million
0.1% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Feb 14, 2025 Q4 2024 |
113,019
shares
|
$3.01 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Level Financial Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
112,497
shares
|
$3 Million
1.13% of portfolio
|
Q4 2024
Reduced 11.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
109,604
shares
|
$2.92 Million
0.04% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
106,675
shares
|
$2.84 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$2.83 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
103,118
shares
|
$2.75 Million
0.86% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
101,149
shares
|
$2.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
100,766
shares
|
$2.69 Million
0.88% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
96,313
shares
|
$2.57 Million
0.63% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
94,803
shares
|
$2.53 Million
1.28% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Financial Symmetry Inc
Raleigh, NC |
Feb 04, 2025 Q4 2024 |
93,281
shares
|
$2.49 Million
1.61% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
92,793
shares
|
$2.47 Million
0.18% of portfolio
|
Q4 2024
Added 21.96%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
92,579
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 40.55%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
92,348
shares
|
$2.46 Million
0.12% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
91,742
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
90,349
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
88,298
shares
|
$2.35 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
86,316
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
85,890
shares
|
$2.29 Million
2.05% of portfolio
|
Q4 2024
Reduced 25.43%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
85,247
shares
|
$2.27 Million
0.06% of portfolio
|
Q4 2024
New holding
|