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 |
|---|---|---|---|---|---|
| Prudential Financial | 15M | $560M | -9% | Dec 2025 |
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| Coldstream Capital Management | 11M | $419M | -1% | Dec 2025 |
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| Envestnet Asset Management | 10M | $382M | 1% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 8.4M | $317M | 4% | Dec 2025 |
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| Sym Financial Corporation | 6.6M | $252M | -1% | Dec 2025 |
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| Northern Trust | 6.2M | $236M | 9% | Dec 2025 |
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| Root Financial Partners | 4.2M | $162M | 5% | Mar 2026 |
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| UBS Group | 4.0M | $152M | 3% | Dec 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.9M | $152M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 3.9M | $147M | 9% | Dec 2025 |
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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 | 3.3M | $126M | 264% | Dec 2025 |
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| LPL Financial | 3.3M | $127M | 12% | Dec 2025 |
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| Pure Financial Advisors | 2.9M | $115M | -2% | Mar 2026 |
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| One Capital Management | 2.8M | $108M | 8% | Dec 2025 |
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| Resources Investment Advisors | 2.7M | $103M | 2% | Dec 2025 |
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| Evoke Wealth | 2.7M | $102M | 13% | Dec 2025 |
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| Sequoia Financial Advisors | 2.7M | $101M | 5% | Dec 2025 |
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| Hartland & Co | 2.7M | $101M | 1% | Dec 2025 |
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| HighTower Advisors | 2.5M | $96M | 2% | Dec 2025 |
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| Klaas Financial Asset Advisors | 2.3M | $90M | 11436% | Mar 2026 |
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| Colony | 2.3M | $87M | -2% | Dec 2025 |
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| Maseco | 2.3M | $88M | 10% | Mar 2026 |
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| Marquette Asset Management | 2.2M | $86M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 2.1M | $80M | 181% | Dec 2025 |
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| Sontag Advisory | 2.0M | $78M | -5% | Dec 2025 |
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| First National Bank Of Omaha | 2.0M | $75M | 5% | Dec 2025 |
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| Beacon Pointe Advisors | 2.0M | $75M | 574% | Dec 2025 |
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| EP Wealth Advisors | 1.9M | $73M | 100% | Dec 2025 |
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| Jane Street | 1.9M | $72M | 138% | Dec 2025 |
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| LVZ Advisors | 1.9M | $71M | 0% | Dec 2025 |
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| RAM Investment Partners | 1.9M | $71M | 5% | Dec 2025 |
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| Berman McAleer | 1.8M | $71M | 100% | Mar 2026 |
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| Zhang Financial | 1.8M | $70M | 2% | Dec 2025 |
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| Buckingham Strategic Partners | 1.8M | $68M | -24% | Dec 2025 |
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| Commonwealth Equity Services | 1.8M | $67M | 8% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $66M | 4% | Dec 2025 |
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| Financial Management Professionals | 1.7M | $66M | 2% | Mar 2026 |
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| Apollon Wealth Management | 1.6M | $61M | 9% | Mar 2026 |
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| Brighton Jones | 1.5M | $56M | 8% | Dec 2025 |
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| Bedel Financial Consulting | 1.5M | $56M | 1% | Dec 2025 |
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| RVW Wealth | 1.5M | $57M | -3% | Mar 2026 |
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| Pioneer Wealth Management Group | 1.4M | $55M | 8% | Mar 2026 |
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| McIlrath & Eck | 1.4M | $53M | 1% | Dec 2025 |
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| Wealth Dimensions Group | 1.4M | $52M | 6% | Dec 2025 |
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| Bridgewater Advisors | 1.3M | $52M | 8% | Dec 2025 |
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| First National Advisers | 1.3M | $48M | 3% | Dec 2025 |
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| Great Point Wealth Advisors | 1.2M | $47M | -3% | Dec 2025 |
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| Aquire Wealth Advisors | 1.2M | $48M | 1% | Mar 2026 |
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| Mercer Global Advisors | 1.2M | $45M | 145% | Dec 2025 |
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| Mather Group | 1.2M | $45M | 7% | Mar 2026 |
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| Apella Capital | 1.1M | $47M | 444% | Mar 2026 |
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| Private Advisor | 1.1M | $42M | 11% | Dec 2025 |
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| Kestra Investment Management | 1.1M | $42M | 18% | Dec 2025 |
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| Spinnaker Investment Group | 1.1M | $43M | -8% | Mar 2026 |
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| Arista Wealth Management | 1.1M | $41M | 1% | Dec 2025 |
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| Goss Wealth Management | 1.1M | $41M | 3% | Dec 2025 |
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| Prudent Man Investment Management | 1.1M | $40M | 103% | Dec 2025 |
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| MAI Wealth Advisors | 1.1M | $40M | 3% | Dec 2025 |
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| Savant Capital Management | 1.0M | $40M | 2824% | Dec 2025 |
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| Everhart Financial Group | 1.0M | $40M | 22% | Mar 2026 |
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| Advisor Group Holdings | 1.0M | $39M | 6% | Dec 2025 |
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| JFS Wealth Advisors | 1.0M | $40M | 0% | Mar 2026 |
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| Perigon Wealth Management | 999k | $39M | 5% | Mar 2026 |
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| Chico Wealth RIA | 972k | $37M | 5% | Dec 2025 |
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| Sax Wealth Advisors | 958k | $37M | 0% | Mar 2026 |
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| Annandale Capital | 954k | $36M | 8% | Dec 2025 |
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| SC&H Financial Advisors | 932k | $36M | 4% | Mar 2026 |
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| Smartleaf Asset Management | 895k | $34M | 38886% | Dec 2025 |
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| Capital Performance Advisors | 891k | $34M | 2689% | Dec 2025 |
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| Mission Wealth Management | 879k | $34M | -3% | Dec 2025 |
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| Stadion Money Management | 863k | $33M | 36% | Dec 2025 |
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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 | 855k | $33M | -5% | Dec 2025 |
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| Mml Investors Services | 849k | $32M | 3% | Dec 2025 |
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| Amicus Financial Advisors | 842k | $33M | -2% | Mar 2026 |
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| Trinity Financial Advisors | 826k | $32M | 586% | Mar 2026 |
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| Raymond James Financial | 813k | $31M | 11% | Dec 2025 |
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| Monument Group Wealth Advisors | 812k | $32M | 2% | Mar 2026 |
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| Betterment | 812k | $31M | -2% | Dec 2025 |
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| Crusonia Wealth Advisors | 804k | $31M | 100% | Dec 2025 |
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| Baird Financial | 792k | $30M | 10% | Dec 2025 |
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| Aptus Capital Advisors | 785k | $30M | 0% | Dec 2025 |
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| Joseph Group Capital Management | 776k | $30M | -1% | Dec 2025 |
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| Valued Wealth Advisors | 770k | $29M | 3% | Dec 2025 |
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| UMA Financial Services | 764k | $30M | 1% | Mar 2026 |
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| Pathstone Holdings | 752k | $29M | 6% | Dec 2025 |
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| Keyes, Stange & Wooten Wealth Management | 727k | $28M | -2% | Dec 2025 |
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| Kure Advisory | 725k | $28M | 2% | Mar 2026 |
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| Pensionmark Financial Group | 716k | $27M | 13% | Dec 2025 |
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| Hanson McClain Advisors | 713k | $27M | -1% | Dec 2025 |
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| Curated Wealth Partners | 704k | $27M | 7% | Mar 2026 |
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| Creative Planning | 702k | $27M | 3% | Dec 2025 |
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| Fiduciary Financial Group | 688k | $27M | -6% | Mar 2026 |
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| DecisionPoint Financial | 684k | $26M | -2% | Dec 2025 |
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| Rockefeller Capital Management | 681k | $26M | 802% | Dec 2025 |
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| AE Wealth Management | 674k | $26M | -5% | Dec 2025 |
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| Advisory Alpha | 668k | $26M | 3% | Dec 2025 |
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| HPM Partners | 663k | $25M | 7% | Dec 2025 |
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| Evanson Asset Management | 653k | $25M | 8% | Mar 2026 |
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| Berger Financial Group | 650k | $25M | 5% | Dec 2025 |
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| Fonville Wealth Management | 634k | $25M | 11% | Mar 2026 |
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| Brogan Financial | 633k | $24M | -5% | Dec 2025 |
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| D.A. Davidson & Co. | 619k | $24M | 27% | Dec 2025 |
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| Heritage Wealth Management, Inc./Texas | 607k | $23M | 0% | Dec 2025 |
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| Stonehearth Capital Management | 606k | $24M | -15% | 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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| Chicago Partners Investment | 593k | $24M | 5% | Dec 2025 |
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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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| Forum Private Client Group | 575k | $22M | 9% | Dec 2025 |
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| Spectrum Investment Advisors | 574k | $22M | 3% | Mar 2026 |
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| Legacy Financial Group | 569k | $22M | 0% | Dec 2025 |
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| Awm Capital | 561k | $21M | -5% | Dec 2025 |
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| Kestra Advisory Services | 561k | $21M | 18% | Dec 2025 |
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| BWM Planning | 557k | $22M | -10% | Mar 2026 |
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| Next Level Wealth Planning | 533k | $21M | 3% | Mar 2026 |
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| Dynamic Advisors Solutions | 513k | $20M | 2% | Mar 2026 |
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| Essential Planning | 503k | $20M | -1% | Mar 2026 |
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| Allegiance Financial Group Advisory Services | 501k | $19M | 7% | Dec 2025 |
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| Financial Alternatives | 498k | $19M | 4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 496k | $19M | 7% | Dec 2025 |
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| Builder Investment Group | 487k | $19M | -2% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 481k | $18M | 2% | Dec 2025 |
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| Stifel Financial | 481k | $18M | 13% | Dec 2025 |
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| Wealthquest | 479k | $18M | 3% | Dec 2025 |
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| SCBT Financial Corporation | 475k | $18M | -6% | Dec 2025 |
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| Diversify Wealth Management | 453k | $18M | -4% | Dec 2025 |
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| Captrust Financial Advisors | 444k | $17M | -15% | Dec 2025 |
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| Advantage Trust | 444k | $17M | 1% | Dec 2025 |
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| Private Wealth Management Group | 440k | $17M | 9% | Mar 2026 |
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| CPA Asset Management | 432k | $17M | 9% | Dec 2025 |
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| Colorado Capital Management | 425k | $17M | 0% | Mar 2026 |
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| Quantum Financial Advisors | 414k | $16M | -1% | Mar 2026 |
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| Oak Wealth Advisors | 413k | $16M | 1% | Mar 2026 |
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| Okabena Investment Services | 411k | $16M | 0% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 410k | $16M | 8% | Dec 2025 |
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| AlTi Global | 407k | $16M | 0% | Dec 2025 |
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| DeLarme Wealth Management | 401k | $16M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 398k | $15M | 39% | Dec 2025 |
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| Midwest Heritage Bank | 397k | $16M | 4% | Mar 2026 |
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| Envision Financial Planning | 396k | $15M | -2% | Dec 2025 |
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| Liberty Wealth Management | 395k | $15M | 1% | Dec 2025 |
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| Diversified Portfolios | 391k | $15M | -5% | Dec 2025 |
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| Charter Capital Management | 390k | $15M | 2% | Dec 2025 |
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| tru Independence | 385k | $15M | -1% | Mar 2026 |
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| Gail Mannix | 357k | $14M | -9% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 357k | $14M | -9% | Mar 2026 |
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| Modera Wealth Management | 354k | $14M | -11% | Dec 2025 |
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| SRS Capital Advisors | 213k | $8.1M | -96% | Dec 2025 |
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| Citadel Advisors | 10k | $398k | -99% | Dec 2025 |
|
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 |