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 $3.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
463,483
shares
|
$12 Million
2.31% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
463,290
shares
|
$12 Million
3.63% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
462,017
shares
|
$11.9 Million
3.48% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
456,911
shares
|
$11.8 Million
1.97% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
455,532
shares
|
$11.8 Million
1.52% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
443,120
shares
|
$11.5 Million
5.79% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
438,613
shares
|
$11.3 Million
0.15% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Efficient Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
437,963
shares
|
$11.3 Million
0.75% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
437,860
shares
|
$11.3 Million
0.65% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
433,454
shares
|
$11.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
413,447
shares
|
$10.7 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 09, 2024 Q3 2024 |
393,519
shares
|
$10.2 Million
4.79% of portfolio
|
Q3 2024
New holding
|
|
|
Avondale Wealth Management
|
Oct 10, 2024 Q3 2024 |
390,658
shares
|
$10.1 Million
7.06% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
388,365
shares
|
$10 Million
2.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
381,657
shares
|
$9.86 Million
2.21% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
381,228
shares
|
$9.85 Million
2.65% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
376,258
shares
|
$9.72 Million
8.91% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
371,267
shares
|
$9.59 Million
2.55% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
370,906
shares
|
$9.58 Million
0.11% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
366,960
shares
|
$9.48 Million
0.37% of portfolio
|
Q3 2024
Added 6.51%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
366,409
shares
|
$9.47 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 12, 2024 Q3 2024 |
358,457
shares
|
$9.26 Million
5.83% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
354,032
shares
|
$9.15 Million
3.62% of portfolio
|
Q3 2024
Added 39.59%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$9.07 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
340,788
shares
|
$8.81 Million
1.6% of portfolio
|
Q3 2024
Added 9.95%
|