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 485 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $3.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
12,668,769
shares
|
$324 Million
1.22% of portfolio
|
Q3 2023
Added 2870.4%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,944,939
shares
|
$229 Million
2.96% of portfolio
|
Q4 2024
Added 45.79%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
5,258,295
shares
|
$135 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
|
$116 Million
0.01% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
3,553,632
shares
|
$91 Million
3.58% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,299,451
shares
|
$84.5 Million
0.16% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
3,086,900
shares
|
$79.1 Million
0.86% of portfolio
|
Q3 2024
Added 127.46%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,437,046
shares
|
$62.4 Million
6.93% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,422,803
shares
|
$62 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
|
$58.4 Million
0.64% of portfolio
|
Q3 2024
Added 3676.33%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,172,254
shares
|
$55.6 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
|
$54.8 Million
0.08% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,869,821
shares
|
$47.9 Million
1.02% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,820,815
shares
|
$46.6 Million
5.73% of portfolio
|
Q4 2024
Added 23.94%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,686,876
shares
|
$43.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
1,653,738
shares
|
$42.4 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 Million
0.1% of portfolio
|
Q3 2024
Reduced 45.53%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,511,576
shares
|
$38.7 Million
4.73% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,430,900
shares
|
$36.6 Million
3.05% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,305,344
shares
|
$33.4 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,293,142
shares
|
$33.1 Million
0.01% of portfolio
|
Q3 2024
Added 46.45%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,182,428
shares
|
$30.3 Million
0.79% of portfolio
|
Q3 2024
Reduced 10.21%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,129,702
shares
|
$28.9 Million
9.73% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
1,115,590
shares
|
$28.6 Million
2.5% of portfolio
|
Q4 2024
Added 24.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,109,766
shares
|
$28.4 Million
0.06% of portfolio
|
Q4 2024
Added 0.89%
|