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 477 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $3.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
61,873
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
M Wealth Management, LLC
San Diego, CA |
Jan 23, 2025 Q4 2024 |
61,851
shares
|
$1.6 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
61,414
shares
|
$1.59 Million
0.83% of portfolio
|
Q3 2024
Added 19.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
60,743
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 222.47%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
60,700
shares
|
$1.57 Million
0.6% of portfolio
|
Q3 2024
Added 4.16%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
60,215
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Jan 13, 2025 Q4 2024 |
59,387
shares
|
$1.53 Million
1.06% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
59,201
shares
|
$1.53 Million
0.48% of portfolio
|
Q4 2024
Added 204.61%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
58,924
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
58,884
shares
|
$1.52 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
58,151
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
57,362
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 11.98%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Nov 01, 2024 Q3 2024 |
57,338
shares
|
$1.48 Million
0.81% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
56,747
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
56,223
shares
|
$1.45 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
54,900
shares
|
$1.42 Million
0.04% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
54,577
shares
|
$1.41 Million
0.42% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
54,161
shares
|
$1.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 15.48%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
53,843
shares
|
$1.39 Million
0.82% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
52,101
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
51,863
shares
|
$1.34 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
50,632
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2024
Added 138.57%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 21, 2024 Q3 2024 |
49,819
shares
|
$1.29 Million
0.94% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
49,366
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 14.86%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
47,999
shares
|
$1.24 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.72%
|