Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAC
- CUSIP Number: 25434v708
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Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Dimensional Etf Trust stock
Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Mercer Global Advisors | 70M | $2.7B | 9% | Mar 2026 |
|
| Colony | 43M | $1.7B | 0% | Dec 2025 |
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| Forum Financial Management | 42M | $1.6B | 3% | Mar 2026 |
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| Buckingham Strategic Partners | 18M | $694M | 12% | Mar 2026 |
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| LPL Financial | 18M | $680M | -1% | Mar 2026 |
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| Apella Capital | 16M | $662M | 13% | Mar 2026 |
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| Greenspring Advisors | 13M | $519M | 1% | Mar 2026 |
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| Envestnet Asset Management | 13M | $515M | 10% | Mar 2026 |
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| Savant Capital Management | 12M | $481M | 54% | Mar 2026 |
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| Rockwood Wealth Management | 12M | $469M | 4% | Mar 2026 |
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| Plan | 10M | $419M | -1% | Mar 2026 |
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| SJS Investment Consulting | 9.2M | $359M | 1% | Mar 2026 |
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| Geometric Wealth Advisors | 8.7M | $338M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 8.3M | $324M | 5% | Mar 2026 |
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| Sontag Advisory | 7.5M | $292M | 0% | Mar 2026 |
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| Monograph Wealth Advisors | 6.8M | $266M | 2% | Mar 2026 |
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| Symmetry Partner | 6.7M | $260M | 3% | Mar 2026 |
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| Beacon Pointe Advisors | 6.0M | $237M | 6% | Dec 2025 |
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| Hanson McClain Advisors | 6.0M | $236M | 2% | Dec 2025 |
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| Bank of America Corporation | 5.9M | $228M | 100% | Mar 2026 |
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| Capstone Financial Advisors | 5.5M | $216M | 1% | Mar 2026 |
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| HighTower Advisors | 5.4M | $211M | -5% | Mar 2026 |
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| Vestmark Advisory Solutions | 5.0M | $196M | 5% | Mar 2026 |
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| GeoWealth Management | 5.0M | $193M | 2% | Mar 2026 |
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| Jackson Thornton Asset Management | 4.9M | $199M | 1% | Mar 2026 |
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| Awm Capital | 4.9M | $189M | 2% | Mar 2026 |
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| Modera Wealth Management | 4.8M | $188M | 0% | Mar 2026 |
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| Tfo-tdc | 4.7M | $181M | 10% | Mar 2026 |
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| Baird Financial | 4.6M | $184M | 2% | Dec 2025 |
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| Raymond James Financial | 4.6M | $180M | 30% | Dec 2025 |
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| Heritage Financial Services | 4.5M | $179M | -2% | Dec 2025 |
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| HPM Partners | 4.5M | $173M | 12% | Mar 2026 |
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| Asset Dedication | 4.5M | $173M | 2% | Mar 2026 |
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| CI Private Wealth | 4.2M | $163M | -7% | Mar 2026 |
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| Pure Financial Advisors | 4.2M | $163M | -2% | Mar 2026 |
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| Fundamentun | 4.2M | $163M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 4.1M | $160M | 9% | Mar 2026 |
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| JFS Wealth Advisors | 4.0M | $157M | 9% | Mar 2026 |
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| Austin Asset Management | 4.0M | $157M | 0% | Mar 2026 |
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| Resources Investment Advisors | 4.0M | $157M | 2% | Mar 2026 |
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| Evanson Asset Management | 4.0M | $155M | 0% | Mar 2026 |
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| Park Avenue Securities | 3.9M | $150M | 8% | Mar 2026 |
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| Cardiff Park Advisors | 3.8M | $149M | -3% | Mar 2026 |
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| DecisionPoint Financial | 3.8M | $147M | 1% | Mar 2026 |
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| McGlone Suttner Wealth Management | 3.8M | $147M | 1% | Mar 2026 |
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| United Wealth Management | 3.8M | $146M | 4% | Mar 2026 |
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| Burton Enright Welch | 3.7M | $145M | 2% | Mar 2026 |
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| Triune Financial Partners | 3.7M | $143M | 2% | Mar 2026 |
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| Onyx Financial Advisors | 3.7M | $143M | 1% | Mar 2026 |
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| Advisor Group Holdings | 3.6M | $143M | 3% | Dec 2025 |
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| Financial Plan | 3.5M | $137M | 6% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 3.5M | $140M | 4% | Dec 2025 |
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| von Borstel & Associates | 3.5M | $137M | 3% | Mar 2026 |
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| Millburn Ridgefield | 3.3M | $129M | 13% | Mar 2026 |
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| Catalyst Capital Advisors | 3.3M | $129M | 13% | Mar 2026 |
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| Betterment | 3.3M | $130M | 3% | Dec 2025 |
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| Zhang Financial | 3.3M | $127M | -2% | Mar 2026 |
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| Syverson Strege & Co | 3.2M | $124M | -1% | Mar 2026 |
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| Integrated Wealth Concepts | 3.1M | $122M | 23% | Mar 2026 |
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| Conrad Siegel Investment Advisors | 3.1M | $120M | 2% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 3.1M | $121M | -3% | Dec 2025 |
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| BCU Wealth Advisors | 3.1M | $119M | 5% | Mar 2026 |
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| Core Wealth Management | 3.1M | $119M | 1% | Mar 2026 |
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| Royal Bank of Canada | 3.0M | $117M | -4% | Mar 2026 |
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| Integrity Advisory Solutions | 3.0M | $117M | 11% | Mar 2026 |
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| Altiora Financial Group | 2.9M | $112M | 0% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.9M | $111M | 1% | Mar 2026 |
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| Private Advisor | 2.9M | $111M | 4% | Mar 2026 |
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| BetterWealth | 2.8M | $110M | 1% | Mar 2026 |
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| Creative Planning | 2.8M | $107M | 14% | Mar 2026 |
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| RAM Investment Partners | 2.7M | $107M | 0% | Mar 2026 |
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| HFM Investment Advisors | 2.6M | $102M | 1% | Mar 2026 |
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| Warwick Investment Management | 2.6M | $101M | 0% | Mar 2026 |
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| Eaton-Cambridge | 2.6M | $101M | 2% | Mar 2026 |
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| New Capital Management | 2.6M | $99M | -4% | Mar 2026 |
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| Integrity Alliance | 2.5M | $97M | 4% | Mar 2026 |
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| Meridian Wealth Partners | 2.5M | $99M | -6% | Dec 2025 |
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| Ark & Tlk Investments | 2.5M | $96M | 8% | Mar 2026 |
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| Kestra Advisory Services | 2.5M | $96M | 13% | Mar 2026 |
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| Porter White Investment Advisors | 2.4M | $95M | 1% | Mar 2026 |
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| Prudent Man Investment Management | 2.4M | $94M | 0% | Mar 2026 |
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| TCI Wealth Advisors | 2.4M | $92M | 5% | Mar 2026 |
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| Discipline Wealth Solutions | 2.3M | $91M | 46% | Mar 2026 |
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| LRI Investments | 2.3M | $90M | -1% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 2.3M | $89M | -47% | Mar 2026 |
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| Goss Wealth Management | 2.3M | $89M | -8% | Mar 2026 |
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| Ruedi Wealth Management | 2.3M | $89M | -2% | Mar 2026 |
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| Assetmark | 2.3M | $89M | 0% | Mar 2026 |
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| Heritage Investment Group | 2.3M | $88M | -1% | Mar 2026 |
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| ShankerValleau Wealth Advisors | 2.3M | $88M | 2% | Mar 2026 |
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| Parkshore Wealth Management | 2.3M | $88M | 15% | Mar 2026 |
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| Sensible Money | 2.2M | $86M | 9% | Mar 2026 |
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| Verisail Partners | 2.2M | $85M | 1% | Mar 2026 |
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| Keb Asset Management | 2.2M | $85M | 3% | Mar 2026 |
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| SC&H Financial Advisors | 2.2M | $85M | 0% | Mar 2026 |
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| AQR Capital Management | 2.2M | $85M | 44% | Mar 2026 |
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| Maseco | 2.1M | $82M | 23% | Mar 2026 |
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| Sax Wealth Advisors | 2.0M | $81M | -1% | Mar 2026 |
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| Warburton Capital Management | 2.0M | $83M | 0% | Mar 2026 |
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| Monument Group Wealth Advisors | 2.0M | $79M | 3% | Mar 2026 |
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| Safeguard Investment Advisory Group | 2.0M | $79M | -7% | Mar 2026 |
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| Vance Wealth | 2.0M | $76M | 3% | Mar 2026 |
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| Master's Wealth Management | 1.9M | $75M | 3% | Mar 2026 |
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| One Degree Advisors | 1.9M | $74M | 5% | Mar 2026 |
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| Planning Center | 1.9M | $73M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 1.9M | $73M | 0% | Mar 2026 |
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| Mattern Wealth Management | 1.9M | $72M | 1% | Mar 2026 |
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| Grand Wealth Management | 1.8M | $72M | -11% | Mar 2026 |
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| Capstone Capital Wealth Advisors | 1.8M | $72M | 1% | Mar 2026 |
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| HB Wealth Management | 1.8M | $71M | 1% | Mar 2026 |
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| Straight Path Wealth Management | 1.8M | $71M | 7% | Mar 2026 |
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| Baker Boyer National Bank | 1.8M | $70M | 1% | Mar 2026 |
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| Chico Wealth RIA | 1.8M | $70M | 7% | Mar 2026 |
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| Brighton Jones | 1.8M | $69M | -6% | Mar 2026 |
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| CliftonLarsonAllen Wealth Advisors | 1.7M | $67M | -4% | Mar 2026 |
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| WorthPointe | 1.7M | $67M | 0% | Mar 2026 |
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| Shearwater Capital | 1.7M | $66M | 1% | Mar 2026 |
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| Andrews, Lucia Wealth Management | 1.7M | $66M | -8% | Mar 2026 |
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| Financial Symmetry | 1.7M | $71M | 6% | Mar 2026 |
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| UBS Group | 1.7M | $65M | 22% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 1.7M | $64M | 0% | Mar 2026 |
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| Tillman Hartley | 1.6M | $64M | -1% | Mar 2026 |
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| Fifth Third Bancorp | 1.6M | $63M | 3358% | Mar 2026 |
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| Creative Capital Management Investments | 1.6M | $63M | 2% | Mar 2026 |
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| Brian McDonald | 1.6M | $63M | -2% | Dec 2025 |
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| WNY Asset Management | 1.6M | $62M | -21% | Mar 2026 |
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| Smartleaf Asset Management | 1.6M | $60M | -1% | Mar 2026 |
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| Farther Finance Advisors | 1.6M | $62M | 52% | Mar 2026 |
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| Glassman Wealth Services | 1.6M | $61M | 3% | Mar 2026 |
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| Ballentine Capital Advisors | 1.6M | $61M | 1% | Mar 2026 |
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| Perigon Wealth Management | 1.5M | $60M | 0% | Mar 2026 |
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| BKD Wealth Advisors | 1.5M | $59M | -4% | Mar 2026 |
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| Foundations Investment Advisors | 1.5M | $59M | -4% | Mar 2026 |
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| Morton Capital Management | 1.5M | $59M | 6% | Mar 2026 |
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| Wealth Advisors Northwest | 1.5M | $59M | 10% | Mar 2026 |
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| Aspen Capital Management | 1.5M | $58M | 9% | Mar 2026 |
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| Strathmore Capital Advisors | 1.4M | $61M | 2% | Mar 2026 |
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| Passive Capital Management | 1.4M | $55M | 5% | Mar 2026 |
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| True Wealth Design | 1.4M | $54M | 3% | Mar 2026 |
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| CLS Investments | 1.4M | $54M | -14% | Mar 2026 |
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| Applied Capital | 1.4M | $54M | 2% | Mar 2026 |
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| Grunden Financial Advisory | 1.4M | $55M | -2% | Dec 2025 |
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| Cypress Point Wealth Management | 1.4M | $54M | 5% | Mar 2026 |
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| Capital Performance Advisors | 1.4M | $53M | -7% | Mar 2026 |
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| EP Wealth Advisors | 1.4M | $53M | -1% | Mar 2026 |
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| Northwest Wealth Management | 1.3M | $52M | 5% | Mar 2026 |
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| Trust Co of the South | 1.3M | $51M | 1% | Mar 2026 |
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| Rs Crum | 1.3M | $50M | 3% | Mar 2026 |
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| Midwest Heritage Bank | 1.3M | $50M | 3% | Mar 2026 |
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| Lauterbach Financial Advisors | 1.2M | $50M | -1% | Dec 2025 |
|
| Wealthcare Advisory Partners | 957k | $37M | -38% | Mar 2026 |
|
| Efficient Advisors | 782k | $30M | -41% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 4.3M | $176M |
| Jpmorgan Chase & Co | Sep 2025 | 1.7M | $67M |