DFAE · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFAE)
Who is buying and selling DFAE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 332
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFAE at a glance
- No open-market insider purchases or sales of DFAE were filed in the last 90 days.
- 332 13F filers hold DFAE among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aquire Wealth Advisors, LLC (10.5%), Chico Wealth RIA (9.8%) and Morling Financial Advisors, LLC (8.5%). In their latest 13Fs, 2 managers opened a new position and 66 added to one.
- No member of Congress has disclosed a trade in DFAE.
DFAE insider trading
No open-market insider purchases or sales of DFAE were filed in the last 90 days.
Who owns DFAE? Hedge funds and superinvestors
332 13F filers hold DFAE among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aquire Wealth Advisors, LLC (10.5%), Chico Wealth RIA (9.8%) and Morling Financial Advisors, LLC (8.5%). In their latest 13Fs, 2 managers opened a new position and 66 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mather Group, LLC.Wealth manager | 4.3% | $510.8M | 12,993,546 | +4.2% shares | Q3 2026 |
| Retirement Systems of AlabamaPension fund | 1.5% | $509.4M | 12,668,769 | +0.0% shares | Q2 2026 |
| Foster Group, Inc.Wealth manager | 3.9% | $142.0M | 3,611,298 | +1.2% shares | Q3 2026 |
| Root Financial Partners, LLCWealth manager | 4.4% | $131.2M | 3,336,529 | +8.3% shares | Q3 2026 |
| Vise Technologies, Inc.Investment manager | 1.1% | $130.4M | 3,317,291 | +11.9% shares | Q3 2026 |
| Washington Trust BankBank & trust | 7.1% | $101.1M | 2,515,047 | -3.5% shares | Q2 2026 |
| TCI Wealth Advisors, Inc.Wealth manager | 4.2% | $98.0M | 2,436,573 | +18.5% shares | Q2 2026 |
| Wealthspire Advisors, LLCWealth manager | 0.5% | $95.5M | 2,373,919 | -2.6% shares | Q2 2026 |
| Annex Advisory Services, LLCWealth manager | 1.5% | $94.5M | 2,404,967 | +6.0% shares | Q3 2026 |
| McKinley Carter Wealth Services, Inc.Wealth manager | 4.7% | $91.6M | 2,330,327 | +1.3% shares | Q3 2026 |
| Coldstream Capital Management IncWealth manager | 1.1% | $85.3M | 2,121,551 | -50.8% shares | Q2 2026 |
| True Link Financial Advisors, LLCInstitutional asset manager | 4.2% | $73.4M | 1,866,177 | +0.8% shares | Q3 2026 |
| Evoke Wealth, LLCWealth manager | 1.3% | $72.1M | 2,129,704 | +5.4% shares | Q1 2026 |
| Millburn Ridgefield LLC /DE/Mutual fund manager | 1.2% | $63.1M | 1,568,138 | -8.1% shares | Q2 2026 |
| Catalyst Capital Advisors LLCMutual fund manager | 1.0% | $63.1M | 1,568,138 | -8.1% shares | Q2 2026 |
| Maseco LLPWealth manager | 1.6% | $58.4M | 1,485,483 | +3.0% shares | Q3 2026 |
| Founders Financial Securities LLCWealth manager | 2.7% | $55.4M | 1,408,775 | +2.4% shares | Q3 2026 |
| Horizon Investments, LLCMutual fund manager | 0.6% | $55.1M | 1,371,311 | -50.6% shares | Q2 2026 |
| RAM Investment Partners, LLCWealth manager | 8.3% | $52.4M | 1,332,497 | +0.2% shares | Q3 2026 |
| Focus Partners Advisor Solutions, LLCInvestment manager | 0.4% | $52.3M | 1,300,402 | +5.5% shares | Q2 2026 |
| Petersen Hastings Wealth Advisors Inc.Wealth manager | 4.0% | $49.0M | 1,246,632 | +2.2% shares | Q3 2026 |
| Aquire Wealth Advisors, LLCWealth manager | 10.5% | $46.4M | 1,180,233 | +4.0% shares | Q3 2026 |
| Klaas Financial Asset Advisors, LLCWealth manager | 5.5% | $44.2M | 1,125,322 | +1.1% shares | Q3 2026 |
| Great Point Wealth Advisors, LLCWealth manager | 6.9% | $43.4M | 1,103,186 | +2.1% shares | Q3 2026 |
| West Financial Advisors, LLCWealth manager | 6.2% | $41.1M | 1,046,059 | +6.0% shares | Q3 2026 |
| Ledyard National BankBank & trust | 3.1% | $38.9M | 990,416 | +1.8% shares | Q3 2026 |
| Perigon Wealth Management, LLCWealth manager | 0.5% | $35.4M | 899,498 | +7.4% shares | Q3 2026 |
| WPWealth LLPWealth manager | 4.9% | $33.2M | 824,717 | -5.6% shares | Q2 2026 |
| Bedel Financial Consulting, Inc.Wealth manager | 3.1% | $32.2M | 801,558 | +3.6% shares | Q2 2026 |
| RVW Wealth, LLCWealth manager | 2.1% | $32.2M | 819,234 | -8.2% shares | Q3 2026 |
The 30 largest of 332 positions, by value. Each manager counts with its latest 13F (Q3 2026: 181, Q2 2026: 147, Q1 2026: 4). Screen DFAE in the grand portfolio →
DFAE stock trades by members of Congress
No member of Congress has disclosed a trade in DFAE.
DFAE questions and answers
Are insiders buying DFAE stock?
No open-market insider purchases or sales of DFAE were filed in the last 90 days.
Which hedge funds own DFAE?
332 13F filers hold DFAE among their 50 largest positions, worth $5.3B combined. The biggest bets by portfolio weight are Aquire Wealth Advisors, LLC (10.5%), Chico Wealth RIA (9.8%) and Morling Financial Advisors, LLC (8.5%). In their latest 13Fs, 2 managers opened a new position and 66 added to one.
Has Congress traded DFAE?
No member of Congress has disclosed a trade in DFAE.
Who is the largest holder of DFAE?
Among 13F filers, Mather Group, LLC. reports the largest DFAE position, $510.8M (12,993,546 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Aquire Wealth Advisors, LLC's: 10.5% of its portfolio.
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