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 |
|---|---|---|---|---|---|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
754,424
shares
|
$24.5 Million
1.74% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
753,239
shares
|
$24.5 Million
0.24% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
749,851
shares
|
$24.4 Million
3.78% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Morling Financial Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
735,865
shares
|
$23.9 Million
9.15% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
730,848
shares
|
$23.8 Million
2.55% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
716,519
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
708,203
shares
|
$23 Million
3.8% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
692,205
shares
|
$22.5 Million
1.6% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
691,187
shares
|
$22.5 Million
3.34% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
687,175
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
679,344
shares
|
$22.1 Million
0.85% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
670,116
shares
|
$21.8 Million
0.29% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
667,411
shares
|
$21.7 Million
1.24% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
666,821
shares
|
$21.7 Million
3.32% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
643,838
shares
|
$20.9 Million
7.83% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
639,041
shares
|
$20.8 Million
0.24% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
634,028
shares
|
$20.6 Million
2.55% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
624,304
shares
|
$20.3 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
622,263
shares
|
$20.2 Million
2.44% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Nov 03, 2025 Q3 2025 |
619,644
shares
|
$20.1 Million
2.33% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
609,615
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
606,590
shares
|
$19.7 Million
0.49% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 14, 2025 Q3 2025 |
602,942
shares
|
$19.6 Million
6.14% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
602,517
shares
|
$19.6 Million
5.36% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
602,109
shares
|
$19.6 Million
2.34% of portfolio
|
Q3 2025
Reduced 0.73%
|
|