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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
600,534
shares
|
$19.5 Million
0.76% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
586,515
shares
|
$19.1 Million
6.87% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
584,093
shares
|
$19 Million
2.84% of portfolio
|
Q3 2025
Added 29.12%
|
|
|
Colony Family Offices, LLC
|
Oct 24, 2025 Q3 2025 |
580,300
shares
|
$18.9 Million
5.11% of portfolio
|
Q3 2025
Reduced 18.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
577,727
shares
|
$18.8 Million
0.0% of portfolio
|
Q3 2025
Added 27.97%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
536,567
shares
|
$17.4 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
536,241
shares
|
$17.4 Million
0.51% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
521,118
shares
|
$16.9 Million
0.15% of portfolio
|
Q3 2025
Added 554.14%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
513,691
shares
|
$16.7 Million
0.82% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
509,241
shares
|
$16.6 Million
3.32% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
497,509
shares
|
$16.2 Million
0.88% of portfolio
|
Q3 2025
Added 4.39%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
494,880
shares
|
$16.1 Million
0.4% of portfolio
|
Q3 2025
Added 15.26%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
492,014
shares
|
$16 Million
0.45% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
490,963
shares
|
$16 Million
0.34% of portfolio
|
Q1 2024
Added 1.97%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
485,034
shares
|
$15.8 Million
3.54% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
476,250
shares
|
$15.5 Million
6.37% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
475,700
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
474,837
shares
|
$15.4 Million
1.51% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
First Bancorp, Inc
|
Oct 23, 2025 Q3 2025 |
465,794
shares
|
$15.1 Million
7.88% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
463,729
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 72.87%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
458,370
shares
|
$14.9 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 17, 2025 Q3 2025 |
452,511
shares
|
$14.7 Million
4.32% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
446,112
shares
|
$14.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
443,333
shares
|
$14.4 Million
0.06% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
442,614
shares
|
$14.4 Million
3.41% of portfolio
|
Q3 2025
Reduced 0.93%
|
|