Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAE
- CUSIP Number: 25434v302
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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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 13M | $429M | 0% | Mar 2026 |
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| Mather Group | 12M | $409M | -1% | Mar 2026 |
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| FMR | 9.3M | $306M | -2% | Dec 2025 |
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| Bank of America Corporation | 6.8M | $230M | 100% | Mar 2026 |
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| UBS Group | 6.8M | $229M | 5% | Mar 2026 |
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| Coldstream Capital Management | 4.3M | $146M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 4.3M | $144M | 3% | Mar 2026 |
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| Foster Group | 3.8M | $129M | -3% | Mar 2026 |
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| Root Financial Partners | 3.2M | $109M | 6% | Mar 2026 |
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| Factory Mutual Insurance Company | 3.1M | $105M | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 2.7M | $91M | 8% | Mar 2026 |
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| Vise Technologies | 2.7M | $87M | 0% | Mar 2026 |
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| Washington Trust Bank | 2.6M | $88M | 3% | Mar 2026 |
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| Sontag Advisory | 2.4M | $83M | -5% | Mar 2026 |
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| Cetera Investment Advisers | 2.4M | $80M | -2% | Mar 2026 |
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| HPM Partners | 2.3M | $79M | 34% | Mar 2026 |
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| McKinley Carter Wealth Services | 2.2M | $74M | 316% | Mar 2026 |
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| Colony | 2.2M | $70M | 25% | Dec 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 2.1M | $71M | 100% | Mar 2026 |
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| HighTower Advisors | 2.1M | $70M | 3% | Mar 2026 |
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| TCI Wealth Advisors | 2.1M | $70M | 5% | Mar 2026 |
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| Evoke Wealth | 2.0M | $66M | 8% | Dec 2025 |
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| Royal Bank of Canada | 1.9M | $65M | 6% | Mar 2026 |
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| True Link Financial Advisors | 1.8M | $62M | 2% | Mar 2026 |
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| Millburn Ridgefield | 1.7M | $58M | 9% | Mar 2026 |
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| Catalyst Capital Advisors | 1.7M | $58M | 9% | Mar 2026 |
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| CI Private Wealth | 1.6M | $56M | -2% | Mar 2026 |
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| Envestnet Asset Management | 1.5M | $50M | 34% | Mar 2026 |
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| Creative Planning | 1.4M | $49M | -3% | Mar 2026 |
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| Maseco | 1.4M | $47M | 8% | Mar 2026 |
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| Founders Financial Securities | 1.4M | $50M | 4% | Mar 2026 |
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| Mercer Global Advisors | 1.3M | $45M | 13% | Mar 2026 |
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| Horizon Investments | 1.3M | $44M | 78% | Dec 2025 |
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| RAM Investment Partners | 1.3M | $45M | 3% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 1.3M | $44M | 100% | Mar 2026 |
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| CWM | 1.2M | $41M | 8% | Dec 2025 |
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| Buckingham Strategic Partners | 1.2M | $42M | 19% | Mar 2026 |
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| LPL Financial | 1.2M | $39M | 1% | Mar 2026 |
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| Aquire Wealth Advisors | 1.1M | $37M | 1% | Mar 2026 |
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| Klaas Financial Asset Advisors | 1.1M | $36M | 12659% | Mar 2026 |
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| Great Point Wealth Advisors | 1.1M | $36M | 0% | Mar 2026 |
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| Resources Investment Advisors | 1.0M | $36M | 1% | Mar 2026 |
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| Ledyard National Bank | 1.0M | $34M | 1% | Mar 2026 |
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| Park Avenue Securities | 945k | $32M | 5% | Mar 2026 |
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| WPWealth | 873k | $30M | 1% | Mar 2026 |
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| West Financial Advisors | 862k | $29M | -3% | Mar 2026 |
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| RVW Wealth | 859k | $29M | -3% | Mar 2026 |
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| Prime Capital Investment Advisors | 851k | $29M | -1% | Mar 2026 |
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| Perigon Wealth Management | 817k | $28M | 4% | Mar 2026 |
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| Stadion Money Management | 807k | $26M | 204% | Dec 2025 |
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| Commonwealth Equity Services | 807k | $27M | 6% | Mar 2026 |
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| UMA Financial Services | 779k | $26M | 5% | Mar 2026 |
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| Bedel Financial Consulting | 774k | $26M | 5% | Mar 2026 |
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| Market Street Wealth Management Advisors | 770k | $26M | -3% | Mar 2026 |
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| Morling Financial Advisors | 769k | $26M | 1% | Mar 2026 |
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| Fiduciary Financial Group | 766k | $26M | 7% | Mar 2026 |
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| Annandale Capital | 717k | $24M | -5% | Mar 2026 |
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| Mission Wealth Management | 714k | $24M | -8% | Mar 2026 |
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| Diversified Portfolios | 700k | $24M | -1% | Mar 2026 |
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| Marquette Asset Management | 697k | $24M | 0% | Mar 2026 |
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| CPA Asset Management | 684k | $23M | 2% | Mar 2026 |
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| Hartland & Co | 680k | $23M | 1% | Mar 2026 |
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| Wealth Management Nebraska | 676k | $23M | 4% | Mar 2026 |
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| Brighton Jones | 673k | $23M | 3% | Mar 2026 |
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| JFS Wealth Advisors | 672k | $23M | 0% | Mar 2026 |
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| Pioneer Wealth Management Group | 663k | $22M | 8% | Mar 2026 |
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| MCF Advisors | 645k | $22M | 100% | Mar 2026 |
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| Moneta Group Investment Advisors | 627k | $21M | 0% | Mar 2026 |
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| Arista Wealth Management | 616k | $21M | -3% | Mar 2026 |
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| Apella Capital | 610k | $23M | 299% | Mar 2026 |
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| Colony Family Offices | 608k | $21M | 2% | Mar 2026 |
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| Modera Wealth Management | 606k | $21M | -2% | Mar 2026 |
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| Grimes & Company | 597k | $20M | 9% | Mar 2026 |
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| Creative Capital Management Investments | 593k | $20M | -2% | Mar 2026 |
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| BlueSky Wealth Advisors | 592k | $20M | 100% | Mar 2026 |
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| Everhart Financial Group | 591k | $20M | 21% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 588k | $20M | -2% | Mar 2026 |
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| Pallas Capital Advisors | 585k | $20M | -9% | Mar 2026 |
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| Berger Financial Group | 575k | $20M | -19% | Mar 2026 |
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| Index Fund Advisors | 567k | $19M | 5% | Mar 2026 |
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| Beacon Pointe Advisors | 563k | $18M | 8% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 563k | $19M | 2% | Mar 2026 |
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| Wealth Dimensions Group | 562k | $19M | 5% | Mar 2026 |
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| Austin Wealth Management | 543k | $19M | -31% | Mar 2026 |
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| Evergreen Capital Management | 533k | $17M | 27% | Dec 2025 |
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| Bank Of Montreal | 529k | $18M | 100% | Mar 2026 |
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| Eclectic Associates | 526k | $18M | 21% | Mar 2026 |
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| Eqis Capital Management | 515k | $18M | -5% | Mar 2026 |
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| Raymond James Financial | 501k | $16M | 5% | Dec 2025 |
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| EP Wealth Advisors | 500k | $17M | -1% | Mar 2026 |
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| Private Advisor | 498k | $17M | 1% | Mar 2026 |
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| Voisard Asset Management Group | 498k | $17M | 1% | Mar 2026 |
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| Sterling Wealth Management | 488k | $17M | 1% | Mar 2026 |
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| Wescott Financial Advisory Group | 482k | $16M | 1% | Mar 2026 |
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| Sequoia Financial Advisors | 479k | $16M | -4% | Mar 2026 |
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| Confluence Wealth Services | 467k | $16M | 4% | Mar 2026 |
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| Chico Wealth RIA | 466k | $16M | 6% | Mar 2026 |
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| Envision Financial Planning | 465k | $16M | 0% | Mar 2026 |
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| Collective Family Office | 459k | $16M | 3% | Mar 2026 |
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| Honkamp Krueger Financial Services | 454k | $15M | -3% | Mar 2026 |
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| First Bancorp | 445k | $15M | -5% | Mar 2026 |
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| CFS Investment Advisory Services | 435k | $17M | 1% | Mar 2026 |
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| Dynamic Advisors Solutions | 433k | $15M | 2% | Mar 2026 |
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| DiNuzzo Private Wealth | 425k | $14M | -2% | Mar 2026 |
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| SC&H Financial Advisors | 421k | $14M | 4% | Mar 2026 |
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| TCP Asset Management | 419k | $14M | -3% | Mar 2026 |
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| Avondale Wealth Management | 418k | $14M | 8% | Mar 2026 |
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| Falcon Wealth Planning | 416k | $14M | -77% | Mar 2026 |
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| Awm Capital | 415k | $14M | 0% | Mar 2026 |
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| Bridgewater Advisors | 412k | $14M | 6% | Dec 2025 |
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| Newman Dignan & Sheerar | 410k | $14M | 8% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 401k | $14M | 3% | Mar 2026 |
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| MAI Wealth Advisors | 396k | $13M | 16% | Mar 2026 |
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| BWM Planning | 366k | $12M | -9% | Mar 2026 |
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| Guardian Wealth Management | 362k | $12M | 100% | Mar 2026 |
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| Tortoise Investment Management | 351k | $12M | 3% | Mar 2026 |
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| Vawter Financial | 348k | $11M | -1% | Dec 2025 |
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| Prudent Man Investment Management | 348k | $11M | 0% | Mar 2026 |
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| Cresset Asset Management | 344k | $12M | -2% | Mar 2026 |
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| Advisory Alpha | 342k | $12M | 48% | Mar 2026 |
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| Burns Wealth Management | 336k | $11M | 1% | Mar 2026 |
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| Crusonia Wealth Advisors | 335k | $11M | 9% | Mar 2026 |
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| DDFG | 329k | $11B | -7% | Mar 2026 |
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| Betterment | 322k | $11M | -5% | Dec 2025 |
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| Financial Alternatives | 319k | $11M | 29% | Mar 2026 |
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| Rockland Trust | 319k | $11M | -1% | Mar 2026 |
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| Forum Private Client Group | 317k | $11M | 7% | Mar 2026 |
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| Allodium Investment Consultants | 306k | $10M | -4% | Mar 2026 |
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| Farther Finance Advisors | 305k | $10M | 90% | Mar 2026 |
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| Mml Investors Services | 296k | $10M | -6% | Mar 2026 |
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| Sentinus | 295k | $10M | 1% | Mar 2026 |
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| Spectrum Investment Advisors | 293k | $9.9M | 2% | Mar 2026 |
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| Disciplined Investments | 292k | $9.9M | 4% | Mar 2026 |
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| Navigation Group | 292k | $9.9M | 100% | Mar 2026 |
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| AE Wealth Management | 288k | $9.7M | 2% | Mar 2026 |
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| PCA Investment Advisory Services | 285k | $9.6M | 6% | Mar 2026 |
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| Parkwoods Wealth Partners | 276k | $9.3M | 22% | Mar 2026 |
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| Stolz & Associates, Ps | 275k | $10M | 0% | Mar 2026 |
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| Towneley Capital Management, Inc / DE | 274k | $9.3M | -1% | Mar 2026 |
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| Beaird Harris Wealth Management | 274k | $8.9M | -3% | Dec 2025 |
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| Advisor Group Holdings | 272k | $8.9M | 8% | Dec 2025 |
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| Colorado Capital Management | 269k | $9.1M | 5% | Mar 2026 |
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| Entrewealth | 267k | $9.0M | 7% | Mar 2026 |
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| Kure Advisory | 267k | $9.0M | 1% | Mar 2026 |
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| Diversify Wealth Management | 266k | $9.9M | 7% | Mar 2026 |
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| Aptus Capital Advisors | 263k | $8.9M | 2% | Mar 2026 |
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| Amicus Financial Advisors | 258k | $8.7M | 0% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 258k | $8.7M | 14% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 256k | $8.7M | 2% | Mar 2026 |
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| Sterling Wealth Advisors | 254k | $9.6M | 1% | Mar 2026 |
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| Security Financial Services | 254k | $8.6M | -39% | Mar 2026 |
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| Efficient Advisors | 251k | $8.5M | -39% | Mar 2026 |
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| Captrust Financial Advisors | 248k | $8.1M | -3% | Dec 2025 |
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| Great Waters Wealth Management | 237k | $8.0M | -11% | Mar 2026 |
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| Seven Mile Advisory | 200k | $6.8M | -46% | Mar 2026 |
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| AA Financial Advisors | 157k | $5.3M | -46% | Mar 2026 |
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| CLS Investments | 16k | $557k | -97% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 1.3M | $43M |
| Jpmorgan Chase & Co | Sep 2025 | 578k | $18M |
| Old Mission Capital | Sep 2025 | 327k | $10M |
| Perritt Capital Management | Sep 2025 | 292k | $9.2M |