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 |
|---|---|---|---|---|---|
| Larry Mathis Financial Planning | 17M | $1.4M | 69854% | Jun 2026 |
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| 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 | 9.8M | $333M | 6% | Mar 2026 |
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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 | 3.6M | $144M | -6% | Jun 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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| Horizon Investments | 2.8M | $94M | 107% | 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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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 2.3M | $91M | 8% | Jun 2026 |
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| McKinley Carter Wealth Services | 2.2M | $74M | 316% | Mar 2026 |
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| Colony | 2.2M | $73M | 0% | Mar 2026 |
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| Evoke Wealth | 2.1M | $72M | 5% | 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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| Royal Bank of Canada | 1.9M | $65M | 100% | 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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| RAM Investment Partners | 1.3M | $45M | 3% | Mar 2026 |
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| CWM | 1.3M | $43M | 1% | Mar 2026 |
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| Buckingham Strategic Partners | 1.2M | $42M | 19% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 1.2M | $49M | -5% | Jun 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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| West Financial Advisors | 987k | $40M | 14% | Jun 2026 |
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| Ledyard National Bank | 973k | $39M | -3% | Jun 2026 |
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| Park Avenue Securities | 945k | $32M | 5% | Mar 2026 |
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| RVW Wealth | 892k | $36M | 4% | Jun 2026 |
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| WPWealth | 873k | $30M | 1% | 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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| Fiduciary Financial Group | 809k | $33M | 6% | Jun 2026 |
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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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| Stadion Money Management | 753k | $26M | -7% | Mar 2026 |
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| Financial Management Professionals | 733k | $30M | 100% | Jun 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 | 696k | $28M | 0% | Jun 2026 |
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| JFS Wealth Advisors | 693k | $28M | 3% | Jun 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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| CPA Asset Management | 676k | $27M | -1% | Jun 2026 |
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| Brighton Jones | 673k | $23M | 3% | Mar 2026 |
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| Pioneer Wealth Management Group | 672k | $27M | 1% | Jun 2026 |
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| Everhart Financial Group | 657k | $26M | 11% | Jun 2026 |
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| MCF Advisors | 645k | $22M | 100% | Mar 2026 |
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| Grimes & Company | 645k | $26M | 8% | Jun 2026 |
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| Arista Wealth Management | 638k | $26M | 4% | Jun 2026 |
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| Moneta Group Investment Advisors | 627k | $21M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 617k | $21M | 10% | Mar 2026 |
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| Colony Family Offices | 608k | $21M | 2% | Mar 2026 |
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| Apella Capital | 608k | $24M | 0% | Jun 2026 |
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| Modera Wealth Management | 606k | $21M | -2% | Mar 2026 |
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| Raymond James Financial | 602k | $20M | 20% | 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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| 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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| Evergreen Capital Management | 573k | $19M | 7% | Mar 2026 |
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| Index Fund Advisors | 567k | $19M | 5% | 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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| Old Mission Capital | 540k | $18M | 100% | Mar 2026 |
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| Bank Of Montreal | 529k | $18M | 100% | Mar 2026 |
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| Eclectic Associates | 520k | $21M | -1% | Jun 2026 |
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| Eqis Capital Management | 515k | $18M | -5% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 510k | $21M | -9% | Jun 2026 |
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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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| 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 | 463k | $19M | 1% | Jun 2026 |
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| Honkamp Krueger Financial Services | 454k | $15M | -3% | Mar 2026 |
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| Sequoia Financial Advisors | 452k | $18M | -6% | Jun 2026 |
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| First Bancorp | 445k | $15M | -5% | Mar 2026 |
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| Avondale Wealth Management | 443k | $18M | 6% | Jun 2026 |
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| Bridgewater Advisors | 436k | $17M | 6% | Mar 2026 |
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| CFS Investment Advisory Services | 433k | $17M | 0% | Jun 2026 |
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| SC&H Financial Advisors | 421k | $14M | 4% | Mar 2026 |
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| Dynamic Advisors Solutions | 419k | $17M | -3% | Jun 2026 |
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| TCP Asset Management | 419k | $14M | -3% | 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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| 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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| DiNuzzo Private Wealth | 399k | $16M | -6% | Jun 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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| 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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| Vawter Financial | 338k | $12M | -3% | 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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| Financial Alternatives | 319k | $11M | 29% | Mar 2026 |
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| Forum Private Client Group | 317k | $11M | 7% | Mar 2026 |
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| Rockland Trust | 310k | $13M | -3% | Jun 2026 |
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| Advisor Group Holdings | 310k | $11M | 14% | Mar 2026 |
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| Allodium Investment Consultants | 306k | $10M | -4% | Mar 2026 |
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| Betterment | 306k | $10M | -5% | Mar 2026 |
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| Sax Wealth Advisors | 302k | $10M | 29% | Jun 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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| Colorado Capital Management | 277k | $11M | 3% | Jun 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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| Farther Finance Advisors | 267k | $11M | -13% | Jun 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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| Beaird Harris Wealth Management | 258k | $10M | -4% | Jun 2026 |
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| Amicus Financial Advisors | 258k | $8.7M | 0% | 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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| 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 |
|
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 |