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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Envestnet Asset Management | 28M | $1.1B | 7% | Jun 2026 |
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| First Command Advisory Services | 15M | $630M | 2% | Jun 2026 |
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| Prudential Financial | 15M | $617M | 33% | Jun 2026 |
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| Bank of America Corporation | 10M | $429M | 17% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 9.8M | $406M | 8% | Jun 2026 |
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| Northern Trust | 7.9M | $325M | 14% | Jun 2026 |
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| Sym Financial Corporation | 6.8M | $281M | 1% | Sep 2026 |
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| Royal Bank of Canada | 6.5M | $267M | 10% | Jun 2026 |
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| Coldstream Capital Management | 5.6M | $233M | -49% | Jun 2026 |
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| Vise Technologies | 5.0M | $207M | 11% | Sep 2026 |
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| Root Financial Partners | 4.9M | $203M | 8% | Sep 2026 |
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| LPL Financial | 4.8M | $196M | 18% | Jun 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 4.6M | $190M | 11% | Sep 2026 |
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| UBS Group | 4.6M | $188M | 9% | Jun 2026 |
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| Mariner Wealth Advisors | 4.4M | $179M | 2% | Jun 2026 |
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| MAI Wealth Advisors | 4.2M | $172M | 250% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 3.8M | $156M | 2% | Sep 2026 |
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| McKinley Carter Wealth Services | 3.8M | $156M | 3% | Sep 2026 |
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| HighTower Advisors | 3.4M | $142M | 37% | Jun 2026 |
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| CI Private Wealth | 3.1M | $127M | -4% | Jun 2026 |
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| Mercer Global Advisors | 3.0M | $123M | 24% | Jun 2026 |
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| One Capital Management | 3.0M | $115M | 0% | Jun 2026 |
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| LVZ Advisors | 2.9M | $122M | 1% | Sep 2026 |
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| Pure Financial Advisors | 2.9M | $121M | -1% | Jun 2026 |
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| Apollon Wealth Management | 2.9M | $118M | 19% | Sep 2026 |
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| Hartland & Co | 2.8M | $117M | 5% | Jun 2026 |
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| Sequoia Financial Advisors | 2.8M | $117M | 4% | Jun 2026 |
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| Resources Investment Advisors | 2.8M | $114M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 2.6M | $109M | 12% | Jun 2026 |
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| First National Bank Of Omaha | 2.6M | $108M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 2.6M | $107M | 13% | Jun 2026 |
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| Maseco | 2.6M | $107M | 9% | Sep 2026 |
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| Klaas Financial Asset Advisors | 2.5M | $102M | 1% | Sep 2026 |
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| Buckingham Strategic Partners | 2.4M | $100M | 9% | Jun 2026 |
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| Beacon Pointe Advisors | 2.3M | $94M | 7% | Jun 2026 |
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| Marquette Asset Management | 2.3M | $94M | 1% | Sep 2026 |
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| Colony | 2.2M | $93M | -1% | Jun 2026 |
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| Zhang Financial | 2.1M | $87M | 15% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 2.0M | $83M | 7% | Jun 2026 |
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| Sontag Advisory | 2.0M | $83M | 1% | Jun 2026 |
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| HPM Partners | 2.0M | $81M | 54% | Jun 2026 |
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| RAM Investment Partners | 1.9M | $81M | 1% | Sep 2026 |
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| EP Wealth Advisors | 1.8M | $75M | -1% | Jun 2026 |
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| Berman McAleer | 1.8M | $75M | -1% | Sep 2026 |
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| Savant Capital Management | 1.8M | $75M | 43% | Jun 2026 |
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| Financial Management Professionals | 1.7M | $72M | 1% | Sep 2026 |
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| WNY Asset Management | 1.7M | $70M | 17% | Jun 2026 |
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| Brighton Jones | 1.7M | $69M | 5% | Jun 2026 |
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| Bedel Financial Consulting | 1.6M | $65M | 4% | Jun 2026 |
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| Pioneer Wealth Management Group | 1.6M | $65M | 4% | Sep 2026 |
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| Bridgewater Advisors | 1.5M | $63M | 6% | Jun 2026 |
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| Wealth Dimensions Group | 1.5M | $60M | 3% | Jun 2026 |
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| Sax Wealth Advisors | 1.4M | $60M | 17% | Sep 2026 |
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| First National Advisers | 1.4M | $60M | -1% | Jun 2026 |
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| Aptus Capital Advisors | 1.4M | $59M | 81% | Jun 2026 |
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| Willow Creek Wealth Management | 1.4M | $59M | 1% | Sep 2026 |
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| Everhart Financial Group | 1.4M | $58M | 16% | Sep 2026 |
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| Goss Wealth Management | 1.4M | $58M | 9% | Jun 2026 |
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| RVW Wealth | 1.4M | $57M | -9% | Sep 2026 |
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| Aquire Wealth Advisors | 1.4M | $57M | 4% | Sep 2026 |
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| Advisor Group Holdings | 1.3M | $55M | 14% | Jun 2026 |
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| Great Point Wealth Advisors | 1.3M | $54M | 3% | Sep 2026 |
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| Harbour Investments | 1.3M | $53M | 0% | Jun 2026 |
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| Raymond James Financial | 1.3M | $52M | 4% | Jun 2026 |
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| Spinnaker Investment Group | 1.3M | $52M | -1% | Sep 2026 |
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| Kestra Investment Management | 1.2M | $51M | -31% | Jun 2026 |
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| Mather Group | 1.2M | $51M | 1% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 1.2M | $49M | 3% | Sep 2026 |
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| Apella Capital | 1.2M | $49M | 6% | Sep 2026 |
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| Arista Wealth Management | 1.1M | $45M | 1% | Sep 2026 |
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| HighPoint Advisor | 1.1M | $44M | 3% | Jun 2026 |
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| JFS Wealth Advisors | 1.1M | $44M | 5% | Jun 2026 |
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| Stadion Money Management | 1.1M | $44M | -3% | Jun 2026 |
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| Crusonia Wealth Advisors | 1.0M | $43M | 10% | Sep 2026 |
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| Prudent Man Investment Management | 1.0M | $40M | -1% | Jun 2026 |
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| Baird Financial | 1.0M | $43M | 7% | Jun 2026 |
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| Private Advisor | 1.0M | $42M | -11% | Jun 2026 |
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| Pathstone Holdings | 1.0M | $42M | 35% | Jun 2026 |
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| Chico Wealth RIA | 1.0M | $42M | 1% | Jun 2026 |
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| Annandale Capital | 1.0M | $42M | 10% | Jun 2026 |
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| Smartleaf Asset Management | 975k | $40M | 0% | Jun 2026 |
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| Wealthquest | 970k | $40M | 102% | Jun 2026 |
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| Capital Performance Advisors | 969k | $40M | 0% | Jun 2026 |
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| SC&H Financial Advisors | 958k | $40M | 1% | Sep 2026 |
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| Perigon Wealth Management | 957k | $40M | -5% | Sep 2026 |
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| Curated Wealth Partners | 930k | $39M | -65% | Sep 2026 |
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| Mml Investors Services | 920k | $38M | 12% | Jun 2026 |
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| Pallas Capital Advisors | 920k | $38M | 7% | Jun 2026 |
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| Monument Group Wealth Advisors | 892k | $37M | 4% | Sep 2026 |
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| D.A. Davidson & Co. | 892k | $37M | 42% | Sep 2026 |
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| Consilium Wealth Advisory | 887k | $37M | -1% | Sep 2026 |
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| UMA Financial Services | 847k | $35M | 10% | Sep 2026 |
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| LRI Investments | 838k | $35M | -1% | Jun 2026 |
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| Financial Alternatives | 836k | $35M | 1% | Jun 2026 |
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| Mission Wealth Management | 834k | $35M | -17% | Sep 2026 |
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| TrueNorth | 831k | $34M | 100% | Jun 2026 |
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| Trinity Financial Advisors | 823k | $34M | 0% | Sep 2026 |
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| Valued Wealth Advisors | 813k | $34M | 3% | Jun 2026 |
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| Fonville Wealth Management | 798k | $33M | 10% | Sep 2026 |
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| Joseph Group Capital Management | 786k | $32M | 0% | Jun 2026 |
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| Amicus Financial Advisors | 785k | $32M | -7% | Jun 2026 |
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| Fiduciary Financial Group | 785k | $33M | 4% | Sep 2026 |
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| Keyes, Stange & Wooten Wealth Management | 779k | $32M | 3% | Jun 2026 |
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| Kure Advisory | 779k | $32M | 2% | Sep 2026 |
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| Plan | 768k | $32M | 28% | Jun 2026 |
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| Betterment | 767k | $32M | 1% | Jun 2026 |
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| Pensionmark Financial Group | 767k | $30M | 0% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 748k | $31M | 24% | Jun 2026 |
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| AE Wealth Management | 724k | $30M | 4% | Jun 2026 |
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| Rockefeller Capital Management | 721k | $30M | 3% | Jun 2026 |
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| Forum Private Client Group | 703k | $29M | 10% | Jun 2026 |
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| Parkshore Wealth Management | 702k | $29M | 26% | Sep 2026 |
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| Jane Street | 700k | $29M | 226% | Jun 2026 |
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| Chicago Partners Investment | 695k | $29M | 4% | Sep 2026 |
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| Hanson McClain Advisors | 693k | $29M | -11% | Jun 2026 |
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| Creative Planning | 687k | $28M | -1% | Jun 2026 |
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| DecisionPoint Financial | 684k | $28M | 0% | Sep 2026 |
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| Advisory Alpha | 648k | $27M | 9% | Jun 2026 |
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| Kestra Advisory Services | 645k | $27M | 3% | Jun 2026 |
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| TCP Asset Management | 633k | $26M | 4% | Sep 2026 |
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| Allodium Investment Consultants | 632k | $26M | 6% | Sep 2026 |
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| Brogan Financial | 632k | $26M | 1% | Jun 2026 |
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| Private Wealth Management Group | 629k | $26M | 36% | Sep 2026 |
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| Evanson Financial | 628k | $26M | -6% | Sep 2026 |
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| Heritage Wealth Management, Inc./Texas | 621k | $26M | 0% | Jun 2026 |
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| Stonehearth Capital Management | 616k | $26M | 1% | Sep 2026 |
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| Stifel Financial | 611k | $25M | 5% | Jun 2026 |
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| Berger Financial Group | 597k | $25M | 9% | Jun 2026 |
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| Austin Wealth Management | 591k | $24M | 3% | Jun 2026 |
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| Concurrent Investment Advisors | 589k | $24M | 60% | Sep 2026 |
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| Spectrum Investment Advisors | 580k | $24M | 1% | Jun 2026 |
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| Allegiance Financial Group Advisory Services | 576k | $24M | 9% | Jun 2026 |
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| BWM Planning | 568k | $23M | 2% | Jun 2026 |
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| Next Level Wealth Planning | 566k | $23M | 2% | Sep 2026 |
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| Awm Capital | 536k | $22M | -2% | Sep 2026 |
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| Dynamic Advisors Solutions | 520k | $22M | 1% | Sep 2026 |
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| Builder Investment Group | 515k | $21M | 2% | Sep 2026 |
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| Legacy Financial Group | 514k | $21M | -5% | Sep 2026 |
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| Cambridge Investment Research Advisors | 513k | $21M | -7% | Jun 2026 |
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| CPA Asset Management | 494k | $21M | 4% | Sep 2026 |
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| Branch Banking & Trust Company | 491k | $20M | -11% | Sep 2026 |
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| Owl Creek Wealth Partners | 474k | $20M | 3% | Sep 2026 |
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| Essential Planning | 473k | $20M | -3% | Sep 2026 |
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| Warren Averett Asset Management | 473k | $20M | 5% | Jun 2026 |
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| Veracity Capital | 469k | $19M | 5% | Sep 2026 |
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| Diversify Advisory Services | 468k | $19M | -2% | Sep 2026 |
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| Diversify Wealth Management | 468k | $19M | -2% | Sep 2026 |
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| Evermay Wealth Management | 463k | $19M | 6% | Jun 2026 |
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| Note Advisors | 462k | $19M | 13% | Jun 2026 |
|
| My Personal CFO | 459k | $19M | 19% | Sep 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evoke Wealth | Mar 2026 | 2.9M | $114M |