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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
363
shares
|
$9,013
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
361
shares
|
$8,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
361
shares
|
$8,963
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
350
shares
|
$8,690
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
330
shares
|
$8,193
0.0% of portfolio
|
Q3 2024
Reduced 79.05%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
299
shares
|
$7,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
293
shares
|
$7,275
0.0% of portfolio
|
Q1 2024
Added 8.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
219
shares
|
$5,437
0.0% of portfolio
|
Q3 2024
Added 37.74%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
193
shares
|
$4,792
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
127
shares
|
$3,153
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
125
shares
|
$3,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
105
shares
|
$2,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
100
shares
|
$2,483
0.0% of portfolio
|
Q3 2024
Reduced 93.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
100
shares
|
$2,483
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
96
shares
|
$2,383
0.0% of portfolio
|
Q3 2024
Reduced 55.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
62
shares
|
$1,539
0.0% of portfolio
|
Q3 2024
Reduced 55.4%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$1,464
0.0% of portfolio
|
Q1 2024
Added 34.09%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
45
shares
|
$1,117
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
31
shares
|
$769
0.0% of portfolio
|
Q4 2023
Reduced 86.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10
shares
|
$248
0.0% of portfolio
|
Q4 2022
Reduced 98.69%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
5
shares
|
$124
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
2
shares
|
$49
0.0% of portfolio
|
Q3 2024
Reduced 93.1%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|