Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAS
- CUSIP Number: 25434v500
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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 |
|---|---|---|---|---|---|
| Creative Planning | 23M | $1.6B | 12% | Sep 2025 |
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| Northern Trust | 8.1M | $553M | 3% | Sep 2025 |
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| Index Fund Advisors | 5.9M | $401M | 1% | Sep 2025 |
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| Colony | 3.4M | $233M | 11% | Sep 2025 |
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| Pure Financial Advisors | 2.9M | $202M | 6% | Sep 2025 |
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| TCI Wealth Advisors | 2.5M | $168M | 3% | Sep 2025 |
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| Envestnet Asset Management | 1.6M | $110M | -35% | Sep 2025 |
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| Plan | 1.3M | $91M | -3% | Sep 2025 |
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| Midwest Trust | 1.3M | $89M | -30% | Sep 2025 |
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| Savant Capital Management | 1.3M | $88M | -3% | Sep 2025 |
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| Premier Financial Group | 1.2M | $79M | 100% | Sep 2025 |
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| First Command Advisory Services | 1.2M | $79M | -6% | Sep 2025 |
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| Washington Trust Bank | 1.1M | $79M | 46% | Sep 2025 |
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| Evanson Asset Management | 1.1M | $79M | 6% | Sep 2025 |
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| Royal Bank of Canada | 1.1M | $73M | 11% | Sep 2025 |
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| Root Financial Partners | 974k | $67M | 74% | Sep 2025 |
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| HighTower Advisors | 967k | $66M | 2% | Sep 2025 |
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| Mercer Global Advisors | 955k | $65M | -6% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 955k | $65M | 0% | Sep 2025 |
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| Sageworth Trust Company | 949k | $65M | -2% | Sep 2025 |
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| Confluence Wealth Services | 946k | $65M | 7% | Sep 2025 |
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| Great Waters Wealth Management | 933k | $64M | 6% | Sep 2025 |
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| Bank Of Montreal | 881k | $56M | 100% | Jun 2025 |
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| UBS Group | 869k | $60M | 6% | Sep 2025 |
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| Buckingham Strategic Partners | 852k | $58M | 9% | Sep 2025 |
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| LPL Financial | 829k | $57M | -9% | Sep 2025 |
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| Raymond James Financial | 776k | $53M | 8% | Sep 2025 |
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| Massmutual Trust | 765k | $52M | -35% | Sep 2025 |
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| DiNuzzo Private Wealth | 740k | $51M | 1% | Sep 2025 |
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| Brown Advisory Holdings Incorporated | 736k | $50M | -19% | Sep 2025 |
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| Stordahl Capital Management | 722k | $49M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 669k | $46M | 0% | Sep 2025 |
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| Wealth Management Nebraska | 660k | $45M | 0% | Sep 2025 |
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| Chicago Partners Investment | 652k | $45M | 5% | Sep 2025 |
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| Bleakley Financial Group | 613k | $42M | 4% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 594k | $41M | 3% | Sep 2025 |
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| Beaird Harris Wealth Management | 566k | $39M | -2% | Sep 2025 |
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| Dixon Fnancial Services | 564k | $39M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 553k | $38M | 9% | Sep 2025 |
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| Davenport & Co | 546k | $37M | 12% | Sep 2025 |
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| Sax Wealth Advisors | 544k | $37M | -4% | Sep 2025 |
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| Modera Wealth Management | 533k | $37M | -3% | Sep 2025 |
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| Thrivent Financial for Lutherans | 530k | $36M | 1673% | Sep 2025 |
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| Cetera Investment Advisers | 527k | $36M | 70% | Sep 2025 |
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| HPM Partners | 521k | $36M | -5% | Sep 2025 |
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| Pathstone Holdings | 502k | $34M | 17% | Sep 2025 |
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| Branch Banking & Trust Company | 479k | $33M | 1% | Sep 2025 |
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| Austin Asset Management | 478k | $33M | 0% | Sep 2025 |
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| KWMG | 472k | $32M | 3% | Sep 2025 |
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| Sequoia Financial Advisors | 456k | $31M | -1% | Sep 2025 |
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| Heritage Investment Group | 446k | $31M | -1% | Sep 2025 |
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| Phillips Financial Management | 437k | $30M | 8% | Sep 2025 |
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| Acorn Creek Capital | 418k | $29M | 4% | Sep 2025 |
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| Financial Consulate | 417k | $29M | 5% | Sep 2025 |
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| Heritage Wealth Management, Inc./Texas | 416k | $29M | 2% | Sep 2025 |
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| Advisor Group Holdings | 409k | $28M | 19% | Sep 2025 |
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| Hurlow Wealth Management Group | 402k | $28M | 20% | Sep 2025 |
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| Tanager Wealth Management | 400k | $27M | 3% | Sep 2025 |
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| Bouchey Financial | 399k | $27M | 1% | Sep 2025 |
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| DecisionPoint Financial | 399k | $27M | 7% | Sep 2025 |
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| Vise Technologies | 397k | $27M | 6628% | Sep 2025 |
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| Brian McDonald | 396k | $27M | -1% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 387k | $27M | -5% | Sep 2025 |
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| Rsm Us Wealth Management | 367k | $25M | -3% | Sep 2025 |
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| First National Trust Company | 357k | $24M | -2% | Sep 2025 |
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| Captrust Financial Advisors | 355k | $24M | 6% | Sep 2025 |
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| Divergent Planning | 354k | $24M | 4% | Sep 2025 |
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| EP Wealth Advisors | 346k | $22M | 1% | Jun 2025 |
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| Market Street Wealth Management Advisors | 346k | $24M | -1% | Sep 2025 |
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| Foster Group | 344k | $24M | -10% | Sep 2025 |
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| Disciplined Equity Management | 342k | $23M | 1% | Sep 2025 |
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| Planning Center | 334k | $23M | 0% | Sep 2025 |
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| Your Advocates | 326k | $22M | 2% | Sep 2025 |
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| Tillman Hartley | 324k | $22M | 0% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 322k | $22M | 1% | Sep 2025 |
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| Maseco | 305k | $21M | -5% | Sep 2025 |
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| Builder Investment Group | 304k | $21M | 1% | Sep 2025 |
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| Jackson Thornton Asset Management | 304k | $21M | -3% | Sep 2025 |
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| Tilson Financial Group | 295k | $20M | 0% | Sep 2025 |
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| Timonier Family Office | 292k | $20M | 6% | Sep 2025 |
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| AdvisorNet Financial | 291k | $20M | -6% | Sep 2025 |
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| BKD Wealth Advisors | 291k | $20M | -5% | Sep 2025 |
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| Beacon Pointe Advisors | 289k | $20M | 14% | Sep 2025 |
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| Pillar Financial Advisors | 283k | $19M | 1% | Sep 2025 |
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| Forum Private Client Group | 282k | $19M | 3% | Sep 2025 |
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| Cambridge Investment Research Advisors | 277k | $19M | 6% | Sep 2025 |
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| Pinney & Scofield | 277k | $19M | 2% | Sep 2025 |
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| CI Private Wealth | 276k | $19M | -56% | Sep 2025 |
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| McLean Asset Management Corp | 274k | $19M | -5% | Sep 2025 |
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| Financial Synergies Wealth Advisors | 273k | $19M | 2% | Sep 2025 |
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| Morgan Stanley | 272k | $17M | 100% | Jun 2025 |
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| Hill Island Financial | 272k | $19M | 8% | Sep 2025 |
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| PCA Investment Advisory Services | 263k | $18M | 10% | Sep 2025 |
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| Parkwoods Wealth Partners | 263k | $18M | 20% | Sep 2025 |
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| Mission Wealth Management | 261k | $18M | -2% | Sep 2025 |
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| Dynamic Advisors Solutions | 259k | $18M | 1% | Sep 2025 |
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| Farther Finance Advisors | 258k | $18M | 13% | Sep 2025 |
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| New Hampshire Trust | 252k | $17M | -23% | Sep 2025 |
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| Advisory Alpha | 252k | $17M | 9% | Sep 2025 |
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| Monograph Wealth Advisors | 251k | $17M | 34% | Sep 2025 |
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| Tassel Capital Management | 250k | $17M | 4% | Sep 2025 |
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| EnRich Financial Partners | 250k | $17M | 1% | Sep 2025 |
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| Resources Investment Advisors | 246k | $17M | 25% | Sep 2025 |
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| Allodium Investment Consultants | 242k | $17M | 2% | Sep 2025 |
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| PBMares Wealth Management | 240k | $16M | 2% | Sep 2025 |
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| Clune & Associates | 233k | $16M | -1% | Sep 2025 |
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| Lutz Financial Services | 233k | $16M | -1% | Sep 2025 |
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| LRI Investments | 228k | $16M | 0% | Sep 2025 |
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| Stadion Money Management | 222k | $15M | -5% | Sep 2025 |
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| Aspen Capital Management | 222k | $15M | 0% | Sep 2025 |
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| Sentinel Wealth Management | 220k | $15M | -1% | Sep 2025 |
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| G2 Capital Management, Llc / Oh | 219k | $15M | 5% | Sep 2025 |
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| H D Vest Advisory Services | 216k | $14M | 9% | Jun 2025 |
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| Jpmorgan Chase & Co | 215k | $15M | 1% | Sep 2025 |
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| WPWealth | 210k | $14M | 524% | Sep 2025 |
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| West Financial Advisors | 205k | $14M | -3% | Sep 2025 |
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| Stifel Financial | 205k | $14M | 8% | Sep 2025 |
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| McGlone Suttner Wealth Management | 203k | $14M | 2% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 196k | $13M | 61% | Sep 2025 |
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| Park Avenue Securities | 189k | $13M | 20% | Sep 2025 |
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| Midwest Heritage Bank | 187k | $13M | 0% | Sep 2025 |
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| Spinnaker Investment Group | 184k | $13M | 8% | Sep 2025 |
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| Aire Advisors | 181k | $12M | 0% | Sep 2025 |
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| CWM | 180k | $12M | -1% | Sep 2025 |
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| Wescott Financial Advisory Group | 180k | $12M | 4% | Sep 2025 |
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| Syverson Strege & Co | 178k | $12M | -5% | Sep 2025 |
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| Sterling Wealth Management | 177k | $12M | 3% | Sep 2025 |
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| Jones Financial Companies, L.L | 173k | $12M | 25% | Sep 2025 |
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| Bridgewater Advisors | 173k | $12M | 4% | Sep 2025 |
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| Trinity Financial Advisors | 170k | $12M | -1% | Sep 2025 |
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| Pacific Sage Partners | 169k | $12M | 27% | Sep 2025 |
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| One Capital Management | 169k | $12M | -4% | Sep 2025 |
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| American Investment Services | 168k | $12M | -2% | Sep 2025 |
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| Hanson McClain Advisors | 168k | $12M | -1% | Sep 2025 |
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| Wells Fargo & Company | 167k | $11M | 23% | Sep 2025 |
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| Bannerman Wealth Management Group | 165k | $11M | -4% | Sep 2025 |
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| Summit Wealth Group | 164k | $11M | 4% | Sep 2025 |
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| Conservest Capital Advisors | 163k | $11M | 0% | Sep 2025 |
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| Burk Holdings | 163k | $11M | 4% | Sep 2025 |
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| Enzi Wealth | 162k | $11M | 1% | Sep 2025 |
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| Mendota Financial Group | 161k | $11M | 11% | Sep 2025 |
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| Forum Financial Management | 154k | $11M | 5% | Sep 2025 |
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| B&D White Capital Company | 150k | $10M | 0% | Sep 2025 |
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| Cardiff Park Advisors | 148k | $10M | 0% | Sep 2025 |
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| Capital Performance Advisors | 146k | $10M | -5% | Sep 2025 |
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| Colorado Capital Management | 146k | $10M | 2% | Sep 2025 |
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| MAI Wealth Advisors | 146k | $10M | -2% | Sep 2025 |
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| WorthPointe | 146k | $10M | 0% | Sep 2025 |
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| Garrett Investment Advisors | 145k | $9.9M | 0% | Sep 2025 |
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| Pioneer Wealth Management Group | 141k | $9.7M | 10% | Sep 2025 |
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| Granite Harbor Advisors | 136k | $9.3M | -26% | Sep 2025 |
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| Larson Financial Group | 120k | $8.2M | -17% | Sep 2025 |
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| Armor Investment Advisors | 78k | $5.4M | -66% | Sep 2025 |
|
| TCG Advisory Services | 43k | $3.0M | -74% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 312k | $20M |