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 474 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Dec 06, 2024 Q3 2024 |
12,668,769
shares
|
$327 Million
1.32% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
6,135,344
shares
|
$159 Million
2.17% of portfolio
|
Q3 2024
Added 1171.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,258,295
shares
|
$136 Million
0.03% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
4,538,156
shares
|
$117 Million
0.01% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
3,496,907
shares
|
$90.4 Million
3.72% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,299,451
shares
|
$85.3 Million
0.16% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
3,086,900
shares
|
$79.8 Million
0.89% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,437,046
shares
|
$63 Million
6.93% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,422,803
shares
|
$62.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.63%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,279,507
shares
|
$58.9 Million
0.64% of portfolio
|
Q3 2024
Added 3676.33%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$56.1 Million
5.22% of portfolio
|
Q2 2024
Added 5.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
2,140,733
shares
|
$55.3 Million
0.08% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,686,876
shares
|
$43.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,653,738
shares
|
$42.7 Million
1.03% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,653,738
shares
|
$42.7 Million
1.19% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
1,600,934
shares
|
$41.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 45.53%
|
|
|
True Link Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,553,947
shares
|
$40.2 Million
3.62% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,473,832
shares
|
$38.1 Million
5.06% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,469,146
shares
|
$38 Million
6.44% of portfolio
|
Q3 2024
Added 31.95%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,305,344
shares
|
$33.7 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,293,142
shares
|
$33.4 Million
0.01% of portfolio
|
Q3 2024
Added 46.45%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,182,428
shares
|
$30.6 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,129,702
shares
|
$29.2 Million
9.73% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,099,981
shares
|
$28.4 Million
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,094,471
shares
|
$28.3 Million
1.55% of portfolio
|
Q3 2022
Added 139.99%
|