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 |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
336,650
shares
|
$10.9 Million
0.36% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
331,676
shares
|
$10.8 Million
1.01% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
328,806
shares
|
$10.7 Million
1.22% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
326,712
shares
|
$10.6 Million
0.03% of portfolio
|
Q3 2025
Added 98.65%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
325,281
shares
|
$10.6 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
322,404
shares
|
$10.5 Million
2.22% of portfolio
|
Q3 2025
Added 65.74%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
318,236
shares
|
$10.3 Million
3.49% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
309,281
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 26.22%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
305,097
shares
|
$9.92 Million
0.23% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
301,787
shares
|
$9.81 Million
0.06% of portfolio
|
Q3 2025
Added 14.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
300,670
shares
|
$9.77 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
294,847
shares
|
$9.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Nov 05, 2025 Q3 2025 |
293,148
shares
|
$9.53 Million
5.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
291,631
shares
|
$9.48 Million
4.76% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
291,566
shares
|
$9.48 Million
5.19% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
286,133
shares
|
$9.3 Million
2.57% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
281,951
shares
|
$9.16 Million
3.17% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
280,697
shares
|
$9.12 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Oct 17, 2025 Q3 2025 |
277,458
shares
|
$9.02 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
270,368
shares
|
$8.79 Million
3.56% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Stadion Money Management, LLC
Watkinsville, GA |
Nov 14, 2025 Q3 2025 |
265,084
shares
|
$8.62 Million
0.67% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
263,208
shares
|
$8.55 Million
0.07% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
261,055
shares
|
$8.48 Million
0.5% of portfolio
|
Q3 2025
Reduced 9.78%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
258,488
shares
|
$8.4 Million
0.73% of portfolio
|
Q3 2025
Added 9.95%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
256,766
shares
|
$8.34 Million
1.94% of portfolio
|
Q3 2025
Reduced 3.68%
|
|