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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
436,310
shares
|
$14.2 Million
0.74% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
429,950
shares
|
$14 Million
1.67% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
424,171
shares
|
$13.8 Million
0.45% of portfolio
|
Q3 2025
Added 729.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
420,052
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
417,943
shares
|
$13.6 Million
2.47% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
416,308
shares
|
$13.5 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Chico Wealth Ria
|
Oct 20, 2025 Q3 2025 |
406,120
shares
|
$13.2 Million
8.8% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
405,676
shares
|
$13.2 Million
2.15% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Oct 31, 2025 Q3 2025 |
399,388
shares
|
$13 Million
3.75% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
398,056
shares
|
$12.9 Million
2.29% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
397,512
shares
|
$12.9 Million
6.07% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 27, 2025 Q3 2025 |
397,199
shares
|
$12.9 Million
2.06% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
394,232
shares
|
$12.8 Million
2.24% of portfolio
|
Q3 2025
Reduced 22.09%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
390,466
shares
|
$12.7 Million
0.9% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
378,417
shares
|
$12.3 Million
1.08% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Avondale Wealth Management
|
Nov 17, 2025 Q3 2025 |
376,215
shares
|
$12.2 Million
6.96% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
362,226
shares
|
$11.8 Million
1.16% of portfolio
|
Q3 2025
Added 53.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
358,126
shares
|
$11.6 Million
0.05% of portfolio
|
Q3 2025
Added 32.92%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
353,877
shares
|
$11.5 Million
2.58% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 10, 2025 Q3 2025 |
353,109
shares
|
$11.5 Million
5.05% of portfolio
|
Q3 2025
Added 2432.88%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
351,173
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
350,866
shares
|
$11.4 Million
2.42% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
350,584
shares
|
$11.4 Million
1.78% of portfolio
|
Q3 2025
Added 106.16%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
342,379
shares
|
$11.1 Million
2.12% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
337,462
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.37%
|
|