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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
216,573
shares
|
$7.04 Million
0.53% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
216,573
shares
|
$7.04 Million
0.1% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
212,331
shares
|
$6.9 Million
3.45% of portfolio
|
Q3 2025
Added 38.67%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
210,758
shares
|
$6.85 Million
3.99% of portfolio
|
Q3 2025
Added 59.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
205,592
shares
|
$6.68 Million
0.35% of portfolio
|
Q3 2025
Added 13.44%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 05, 2025 Q3 2025 |
204,703
shares
|
$6.65 Million
1.77% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
195,526
shares
|
$6.35 Million
0.54% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
194,352
shares
|
$6.32 Million
2.94% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
Oct 14, 2025 Q3 2025 |
191,208
shares
|
$6.21 Million
2.06% of portfolio
|
Q3 2025
Added 126.36%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
189,610
shares
|
$6.16 Million
3.52% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
189,184
shares
|
$6.15 Million
1.68% of portfolio
|
Q3 2025
Reduced 30.43%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 06, 2025 Q3 2025 |
188,176
shares
|
$6.12 Million
1.46% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
184,278
shares
|
$5.99 Million
1.82% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
182,427
shares
|
$5.93 Million
0.77% of portfolio
|
Q3 2025
Reduced 29.32%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
178,813
shares
|
$5.81 Million
2.51% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
178,813
shares
|
$5.81 Million
2.73% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
176,773
shares
|
$5.75 Million
0.24% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Parkshore Wealth Management, Inc.
Granite Bay, CA |
Nov 13, 2025 Q3 2025 |
176,240
shares
|
$5.73 Million
2.26% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
176,169
shares
|
$5.73 Million
1.56% of portfolio
|
Q4 2023
Added 41.2%
|
|
|
Fort Henry Capital, LLC
|
Oct 14, 2025 Q3 2025 |
175,616
shares
|
$5.71 Million
3.53% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Martin Worley Group
Cottonwood Heights, UT |
Aug 12, 2025 Q2 2025 |
173,904
shares
|
$5.65 Million
2.75% of portfolio
|
Q2 2025
Added 18.9%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
173,587
shares
|
$5.64 Million
2.25% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
171,367
shares
|
$5.57 Million
1.46% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
166,786
shares
|
$5.42 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
164,804
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2025
Added 20.93%
|
|