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 |
|---|---|---|---|---|---|
|
Trinity Financial Advisors LLC
|
Oct 07, 2025 Q3 2025 |
163,049
shares
|
$5.3 Million
1.49% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Oct 15, 2025 Q3 2025 |
162,492
shares
|
$5.28 Million
2.69% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
161,924
shares
|
$5.26 Million
0.69% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
161,785
shares
|
$5.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
161,638
shares
|
$5.25 Million
0.05% of portfolio
|
Q3 2025
Reduced 56.82%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
160,488
shares
|
$5.22 Million
0.32% of portfolio
|
Q3 2025
Added 16.83%
|
|
|
Bannerman Wealth Management Group, LLC
Lewisville, TX |
Oct 14, 2025 Q3 2025 |
157,091
shares
|
$5.11 Million
3.65% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
157,036
shares
|
$5.1 Million
3.09% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
155,778
shares
|
$5.06 Million
2.92% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
155,709
shares
|
$5.06 Million
2.95% of portfolio
|
Q3 2025
Reduced 14.1%
|
|
|
Builder Investment Group Inc /Adv
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
152,840
shares
|
$4.97 Million
1.08% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Ml & R Wealth Management LLC
|
May 14, 2024 Q1 2024 |
149,621
shares
|
$4.86 Million
0.85% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
149,341
shares
|
$4.85 Million
0.99% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
147,140
shares
|
$4.78 Million
2.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Oct 23, 2025 Q3 2025 |
145,771
shares
|
$4.74 Million
2.72% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
145,261
shares
|
$4.72 Million
2.77% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
142,009
shares
|
$4.62 Million
0.2% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
141,847
shares
|
$4.61 Million
3.46% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Oct 10, 2025 Q3 2025 |
138,259
shares
|
$4.49 Million
2.78% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
136,612
shares
|
$4.44 Million
0.02% of portfolio
|
Q3 2025
Added 72.92%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
136,514
shares
|
$4.44 Million
0.26% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
136,437
shares
|
$4.43 Million
0.06% of portfolio
|
Q3 2025
Added 109.71%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 05, 2025 Q3 2025 |
135,923
shares
|
$4.42 Million
0.19% of portfolio
|
Q3 2025
Added 22.99%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
127,466
shares
|
$4.14 Million
0.15% of portfolio
|
Q3 2025
Reduced 23.01%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
127,281
shares
|
$4.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 56.9%
|
|