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 $3.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Nov 01, 2024 Q3 2024 |
44,790
shares
|
$1.11 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
44,599
shares
|
$1.11 Million
0.9% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
43,824
shares
|
$1.09 Million
0.28% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
42,027
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
40,918
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
40,478
shares
|
$1.01 Million
0.66% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
40,059
shares
|
$994,664
0.11% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
39,610
shares
|
$983,516
0.57% of portfolio
|
Q2 2024
Added 0.91%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
39,367
shares
|
$977,482
0.47% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
38,484
shares
|
$955,557
0.53% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
38,379
shares
|
$952,950
0.5% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Oct 22, 2024 Q3 2024 |
37,614
shares
|
$933,955
0.74% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
37,058
shares
|
$920,150
0.01% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
36,534
shares
|
$907,139
0.12% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
36,141
shares
|
$897,381
0.19% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Shearwater Capital LLC
|
Jan 08, 2025 Q4 2024 |
35,856
shares
|
$890,304
0.62% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
35,823
shares
|
$889,485
0.48% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
35,772
shares
|
$888,218
0.1% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
35,744
shares
|
$887,523
0.07% of portfolio
|
Q3 2024
Reduced 41.1%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
35,661
shares
|
$885,462
0.26% of portfolio
|
Q2 2023
Reduced 24.76%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
34,992
shares
|
$868,851
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
34,284
shares
|
$851,271
0.0% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
33,994
shares
|
$844,071
0.06% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
33,940
shares
|
$842,730
0.0% of portfolio
|
Q3 2024
Added 72.56%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
33,729
shares
|
$837,491
0.33% of portfolio
|
Q3 2024
Reduced 3.17%
|