Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAI
- CUSIP Number: 25434v203
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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 | 90M | $3.6M | 139090% | Jun 2026 |
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| Envestnet Asset Management | 26M | $1.0B | 159% | Mar 2026 |
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| First Command Advisory Services | 15M | $581M | 100% | Mar 2026 |
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| Prudential Financial | 11M | $439M | -23% | Mar 2026 |
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| Coldstream Capital Management | 11M | $435M | 1% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 9.1M | $355M | 9% | Mar 2026 |
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| Bank of America Corporation | 8.9M | $347M | 100% | Mar 2026 |
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| Northern Trust | 6.9M | $268M | 11% | Mar 2026 |
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| Sym Financial Corporation | 6.5M | $254M | -1% | Mar 2026 |
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| Royal Bank of Canada | 5.9M | $230M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 4.3M | $167M | 11% | Mar 2026 |
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| UBS Group | 4.2M | $163M | 5% | Mar 2026 |
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| Root Financial Partners | 4.2M | $162M | 5% | Mar 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 4.1M | $170M | 6% | Jun 2026 |
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| LPL Financial | 4.0M | $156M | 21% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 3.6M | $140M | -1% | Mar 2026 |
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| McKinley Carter Wealth Services | 3.5M | $136M | 322% | Mar 2026 |
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| Vise Technologies | 3.4M | $130M | 0% | Mar 2026 |
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| CI Private Wealth | 3.2M | $125M | -3% | Mar 2026 |
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| One Capital Management | 3.0M | $115M | 5% | Mar 2026 |
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| Pure Financial Advisors | 2.9M | $115M | -2% | Mar 2026 |
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| Evoke Wealth | 2.9M | $114M | 9% | Mar 2026 |
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| LVZ Advisors | 2.9M | $120M | 1% | Jun 2026 |
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| Sequoia Financial Advisors | 2.8M | $117M | 4% | Jun 2026 |
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| Resources Investment Advisors | 2.7M | $107M | 1% | Mar 2026 |
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| Hartland & Co | 2.7M | $106M | 2% | Mar 2026 |
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| Curated Wealth Partners | 2.7M | $8.0M | 279% | Jun 2026 |
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| First National Bank Of Omaha | 2.5M | $99M | 28% | Mar 2026 |
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| HighTower Advisors | 2.5M | $98M | 0% | Mar 2026 |
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| Mercer Global Advisors | 2.4M | $93M | 103% | Mar 2026 |
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| Commonwealth Equity Services | 2.3M | $92M | 34% | Mar 2026 |
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| Klaas Financial Asset Advisors | 2.3M | $90M | 11436% | Mar 2026 |
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| Cetera Investment Advisers | 2.3M | $89M | 9% | Mar 2026 |
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| Colony | 2.3M | $89M | -1% | Mar 2026 |
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| Maseco | 2.3M | $88M | 10% | Mar 2026 |
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| Marquette Asset Management | 2.2M | $93M | 1% | Jun 2026 |
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| Buckingham Strategic Partners | 2.2M | $87M | 25% | Mar 2026 |
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| Beacon Pointe Advisors | 2.1M | $84M | 9% | Mar 2026 |
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| Sontag Advisory | 2.0M | $78M | -3% | Mar 2026 |
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| RAM Investment Partners | 1.9M | $74M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.9M | $73M | 9% | Mar 2026 |
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| Zhang Financial | 1.8M | $72M | 1% | Mar 2026 |
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| EP Wealth Advisors | 1.8M | $71M | -4% | Mar 2026 |
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| Berman McAleer | 1.8M | $75M | 0% | Jun 2026 |
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| Kestra Investment Management | 1.8M | $70M | 65% | Mar 2026 |
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| Financial Management Professionals | 1.7M | $72M | 2% | Jun 2026 |
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| Brighton Jones | 1.6M | $62M | 7% | Mar 2026 |
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| Apollon Wealth Management | 1.6M | $61M | 9% | Mar 2026 |
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| Bedel Financial Consulting | 1.5M | $60M | 5% | Mar 2026 |
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| RVW Wealth | 1.5M | $63M | 5% | Jun 2026 |
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| Pioneer Wealth Management Group | 1.5M | $63M | 7% | Jun 2026 |
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| First National Advisers | 1.5M | $57M | 15% | Mar 2026 |
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| WNY Asset Management | 1.4M | $56M | 100% | Mar 2026 |
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| Wealth Dimensions Group | 1.4M | $55M | 4% | Mar 2026 |
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| Bridgewater Advisors | 1.4M | $59M | 7% | Mar 2026 |
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| McIlrath & Eck | 1.4M | $54M | 0% | Mar 2026 |
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| Goss Wealth Management | 1.3M | $50M | 20% | Mar 2026 |
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| HPM Partners | 1.3M | $50M | 92% | Mar 2026 |
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| Great Point Wealth Advisors | 1.3M | $53M | 4% | Jun 2026 |
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| Harbour Investments | 1.3M | $50M | 13938% | Mar 2026 |
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| Savant Capital Management | 1.3M | $49M | 20% | Mar 2026 |
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| Spinnaker Investment Group | 1.3M | $52M | 16% | Jun 2026 |
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| Sax Wealth Advisors | 1.2M | $48M | 28% | Jun 2026 |
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| Aquire Wealth Advisors | 1.2M | $48M | 1% | Mar 2026 |
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| Raymond James Financial | 1.2M | $47M | 49% | Mar 2026 |
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| Everhart Financial Group | 1.2M | $50M | 17% | Jun 2026 |
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| MAI Wealth Advisors | 1.2M | $46M | 13% | Mar 2026 |
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| Advisor Group Holdings | 1.2M | $46M | 14% | Mar 2026 |
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| Private Advisor | 1.2M | $45M | 4% | Mar 2026 |
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| Mather Group | 1.2M | $45M | 7% | Mar 2026 |
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| Apella Capital | 1.1M | $47M | 1% | Jun 2026 |
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| Stadion Money Management | 1.1M | $43M | 28% | Mar 2026 |
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| Arista Wealth Management | 1.1M | $44M | 3% | Jun 2026 |
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| JFS Wealth Advisors | 1.1M | $44M | 5% | Jun 2026 |
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| Prudent Man Investment Management | 1.1M | $40M | 0% | Mar 2026 |
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| HighPoint Advisor | 1.0M | $41M | 7% | Mar 2026 |
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| Chico Wealth RIA | 1.0M | $39M | 3% | Mar 2026 |
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| Perigon Wealth Management | 999k | $39M | 5% | Mar 2026 |
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| Smartleaf Asset Management | 975k | $37M | 9% | Mar 2026 |
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| Baird Financial | 970k | $38M | 23% | Mar 2026 |
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| Wealthquest | 970k | $40M | 102% | Jun 2026 |
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| Capital Performance Advisors | 969k | $38M | 9% | Mar 2026 |
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| SC&H Financial Advisors | 932k | $36M | 4% | Mar 2026 |
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| Annandale Capital | 917k | $36M | -4% | Mar 2026 |
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| Mission Wealth Management | 917k | $36M | 4% | Mar 2026 |
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| Crusonia Wealth Advisors | 888k | $35M | 10% | Mar 2026 |
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| Pallas Capital Advisors | 860k | $34M | -9% | Mar 2026 |
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| Consilium Wealth Advisory | 859k | $34M | 34% | Mar 2026 |
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| LRI Investments | 844k | $33M | -1% | Mar 2026 |
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| Amicus Financial Advisors | 842k | $33M | -2% | Mar 2026 |
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| Financial Alternatives | 830k | $32M | 67% | Mar 2026 |
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| Mml Investors Services | 824k | $32M | -3% | Mar 2026 |
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| Trinity Financial Advisors | 824k | $34M | 0% | Jun 2026 |
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| Monument Group Wealth Advisors | 812k | $32M | 2% | Mar 2026 |
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| Aptus Capital Advisors | 794k | $31M | 1% | Mar 2026 |
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| Valued Wealth Advisors | 791k | $31M | 3% | Mar 2026 |
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| Joseph Group Capital Management | 786k | $31M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 778k | $30M | 9% | Mar 2026 |
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| Pensionmark Financial Group | 767k | $30M | 7% | Mar 2026 |
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| UMA Financial Services | 764k | $30M | 1% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 760k | $30M | 4% | Mar 2026 |
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| Betterment | 757k | $30M | -7% | Mar 2026 |
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| Pathstone Holdings | 756k | $30M | 0% | Mar 2026 |
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| Fiduciary Financial Group | 756k | $31M | 10% | Jun 2026 |
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| Kure Advisory | 725k | $28M | 2% | Mar 2026 |
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| Rockefeller Capital Management | 703k | $27M | 3% | Mar 2026 |
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| Creative Planning | 697k | $27M | -1% | Mar 2026 |
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| AE Wealth Management | 694k | $27M | 3% | Mar 2026 |
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| DecisionPoint Financial | 683k | $27M | 0% | Mar 2026 |
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| Evanson Financial | 665k | $27M | 100% | Jun 2026 |
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| Evanson Asset Management | 653k | $25M | 8% | Mar 2026 |
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| Forum Private Client Group | 638k | $25M | 11% | Mar 2026 |
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| Fonville Wealth Management | 634k | $25M | 11% | Mar 2026 |
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| Chicago Partners Investment | 634k | $26M | 7% | Mar 2026 |
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| Brogan Financial | 628k | $25M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 628k | $26M | 6% | Jun 2026 |
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| Kestra Advisory Services | 626k | $24M | 12% | Mar 2026 |
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| Heritage Wealth Management, Inc./Texas | 623k | $24M | 3% | Mar 2026 |
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| Stonehearth Capital Management | 613k | $25M | 1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 606k | $24M | 48% | Mar 2026 |
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| Plan | 602k | $25M | 0% | Mar 2026 |
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| TCP Asset Management | 601k | $23M | -2% | Mar 2026 |
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| Advisory Alpha | 595k | $23M | -11% | Mar 2026 |
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| Stifel Financial | 579k | $23M | 20% | Mar 2026 |
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| Allodium Investment Consultants | 578k | $23M | 0% | Mar 2026 |
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| Austin Wealth Management | 576k | $23M | -37% | Mar 2026 |
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| Spectrum Investment Advisors | 574k | $22M | 3% | Mar 2026 |
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| BWM Planning | 568k | $23M | 2% | Jun 2026 |
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| Legacy Financial Group | 564k | $22M | -1% | Mar 2026 |
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| Awm Capital | 559k | $22M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 550k | $21M | 11% | Mar 2026 |
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| Berger Financial Group | 549k | $21M | -16% | Mar 2026 |
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| Next Level Wealth Planning | 533k | $21M | 3% | Mar 2026 |
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| Allegiance Financial Group Advisory Services | 529k | $21M | 6% | Mar 2026 |
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| Dynamic Advisors Solutions | 513k | $21M | 0% | Jun 2026 |
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| Builder Investment Group | 507k | $21M | 4% | Jun 2026 |
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| Essential Planning | 503k | $20M | -1% | Mar 2026 |
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| Parkshore Wealth Management | 502k | $20M | 35% | Mar 2026 |
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| CPA Asset Management | 477k | $20M | 6% | Jun 2026 |
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| Diversify Wealth Management | 471k | $19M | 4% | Mar 2026 |
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| Warren Averett Asset Management | 450k | $18M | 152% | Mar 2026 |
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| Veracity Capital | 445k | $18M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 444k | $17M | 0% | Mar 2026 |
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| Advantage Trust | 442k | $18M | 1% | Jun 2026 |
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| Vermillion & White Wealth Management Group | 442k | $17M | -8% | Mar 2026 |
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| Private Wealth Management Group | 440k | $17M | 9% | Mar 2026 |
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| Evermay Wealth Management | 436k | $17M | 19% | Mar 2026 |
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| Owl Creek Wealth Partners | 434k | $17M | 100% | Mar 2026 |
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| Curio Wealth | 427k | $17M | 10% | Mar 2026 |
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| Colorado Capital Management | 424k | $18M | 0% | Jun 2026 |
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| SCBT Financial Corporation | 419k | $16M | -12% | Mar 2026 |
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| Jane Street | 215k | $8.4M | -89% | 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 | 1.9M | $75M |