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 635 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penobscot Wealth Management
|
Nov 19, 2025 Q3 2025 |
127,115
shares
|
$4.13 Million
1.56% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
127,060
shares
|
$4.13 Million
2.15% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
125,447
shares
|
$4.08 Million
0.13% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 14, 2025 Q3 2025 |
125,222
shares
|
$4.07 Million
1.4% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
125,029
shares
|
$4.06 Million
1.14% of portfolio
|
Q3 2025
Added 7.13%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Nov 05, 2025 Q3 2025 |
124,980
shares
|
$4.06 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.94 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
121,197
shares
|
$3.94 Million
0.27% of portfolio
|
Q2 2023
Reduced 20.15%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
120,292
shares
|
$3.91 Million
0.03% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Northwest Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
118,977
shares
|
$3.87 Million
0.63% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
118,476
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
118,306
shares
|
$3.84 Million
2.49% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
117,721
shares
|
$3.83 Million
0.01% of portfolio
|
Q3 2025
Added 58.88%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
114,878
shares
|
$3.73 Million
2.51% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
110,368
shares
|
$3.59 Million
0.02% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
109,796
shares
|
$3.57 Million
2.82% of portfolio
|
Q3 2025
Added 40.15%
|
|
|
Moody National Bank Trust Division
|
Oct 06, 2025 Q3 2025 |
108,895
shares
|
$3.54 Million
0.3% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
107,752
shares
|
$3.5 Million
0.01% of portfolio
|
Q3 2025
Added 15.54%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
107,353
shares
|
$3.49 Million
0.85% of portfolio
|
Q3 2025
Added 14.38%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 21, 2025 Q3 2025 |
107,037
shares
|
$3.48 Million
2.4% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
105,998
shares
|
$3.44 Million
1.0% of portfolio
|
Q1 2023
Added 17.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
104,821
shares
|
$3.41 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
104,324
shares
|
$3.39 Million
0.21% of portfolio
|
Q3 2025
Added 51.68%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
102,871
shares
|
$3.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
101,996
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2025
Reduced 59.33%
|
|