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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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 |
|---|---|---|---|---|---|
| Creative Planning | 26M | $1.9B | 6% | Mar 2026 |
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| Northern Trust | 8.1M | $565M | 0% | Dec 2025 |
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| Bank of America Corporation | 6.6M | $471M | 100% | Mar 2026 |
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| Index Fund Advisors | 5.9M | $420M | 1% | Mar 2026 |
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| Colony | 3.5M | $245M | 3% | Dec 2025 |
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| Pure Financial Advisors | 3.2M | $228M | 3% | Mar 2026 |
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| TCI Wealth Advisors | 2.6M | $185M | 2% | Mar 2026 |
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| Envestnet Asset Management | 1.7M | $123M | 11% | Mar 2026 |
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| Root Financial Partners | 1.6M | $113M | 17% | Mar 2026 |
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| Midwest Trust | 1.4M | $98M | -1% | Mar 2026 |
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| Mercer Global Advisors | 1.4M | $97M | 21% | Mar 2026 |
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| Plan | 1.3M | $94M | -3% | Mar 2026 |
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| Vise Technologies | 1.3M | $88M | 0% | Mar 2026 |
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| Royal Bank of Canada | 1.2M | $88M | 14% | Mar 2026 |
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| Bank Of Montreal | 1.2M | $86M | 100% | Mar 2026 |
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| Evanson Asset Management | 1.2M | $86M | 4% | Mar 2026 |
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| Premier Financial Group | 1.2M | $85M | 0% | Mar 2026 |
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| Washington Trust Bank | 1.1M | $81M | -1% | Mar 2026 |
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| Great Waters Wealth Management | 1.1M | $78M | 4% | Mar 2026 |
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| Savant Capital Management | 1.1M | $78M | -8% | Mar 2026 |
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| First Command Advisory Services | 1.1M | $78M | -3% | Mar 2026 |
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| Confluence Wealth Services | 1.0M | $74M | 4% | Mar 2026 |
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| UBS Group | 1.0M | $72M | 10% | Mar 2026 |
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| HighTower Advisors | 996k | $71M | 0% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 970k | $69M | 0% | Mar 2026 |
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| Sageworth Trust Company | 968k | $69M | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 940k | $67M | 12% | Mar 2026 |
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| Raymond James Financial | 913k | $64M | 18% | Dec 2025 |
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| LPL Financial | 895k | $64M | 1% | Mar 2026 |
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| Pathstone Holdings | 855k | $61M | 48% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 790k | $56M | 10% | Mar 2026 |
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| Davenport & Co | 755k | $54M | 19% | Mar 2026 |
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| Wealth Management Nebraska | 750k | $53M | 7% | Mar 2026 |
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| Bleakley Financial Group | 750k | $53M | 21% | Mar 2026 |
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| DiNuzzo Private Wealth | 736k | $52M | 0% | Mar 2026 |
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| Massmutual Trust | 735k | $52M | -3% | Mar 2026 |
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| Stordahl Capital Management | 712k | $51M | -1% | Mar 2026 |
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| Chicago Partners Investment | 681k | $53M | 2% | Mar 2026 |
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| EP Wealth Advisors | 677k | $48M | 119% | Mar 2026 |
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| Commonwealth Equity Services | 673k | $48M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 646k | $46M | -4% | Mar 2026 |
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| Cetera Investment Advisers | 640k | $46M | 7% | Mar 2026 |
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| Three Arch Wealth Management | 630k | $45M | 100% | Mar 2026 |
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| CI Private Wealth | 595k | $42M | -1% | Mar 2026 |
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| Branch Banking & Trust Company | 592k | $42M | 26% | Mar 2026 |
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| HPM Partners | 569k | $41M | 4% | Mar 2026 |
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| Dixon Fnancial Services | 558k | $40M | -1% | Mar 2026 |
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| Elser Financial Planning | 556k | $39M | 2754% | Mar 2026 |
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| Beaird Harris Wealth Management | 555k | $39M | -2% | Dec 2025 |
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| Sax Wealth Advisors | 548k | $38M | 0% | Mar 2026 |
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| Modera Wealth Management | 507k | $36M | -2% | Mar 2026 |
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| KWMG | 495k | $35M | 2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 491k | $35M | -16% | Mar 2026 |
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| Thrivent Financial for Lutherans | 482k | $34M | -9% | Mar 2026 |
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| Hurlow Wealth Management Group | 480k | $34M | 7% | Mar 2026 |
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| Austin Asset Management | 463k | $33M | -2% | Mar 2026 |
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| Richard Young Associates | 460k | $33M | 100% | Mar 2026 |
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| Heritage Investment Group | 441k | $31M | 0% | Mar 2026 |
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| Heritage Wealth Management, Inc./Texas | 434k | $31M | 2% | Mar 2026 |
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| Phillips Financial Management | 434k | $31M | -7% | Mar 2026 |
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| Sequoia Financial Advisors | 430k | $31M | -5% | Mar 2026 |
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| Acorn Creek Capital | 428k | $30M | 1% | Mar 2026 |
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| DecisionPoint Financial | 424k | $30M | 2% | Mar 2026 |
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| Advisor Group Holdings | 423k | $30M | 3% | Dec 2025 |
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| Financial Consulate | 423k | $30M | 0% | Mar 2026 |
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| Brian McDonald | 394k | $27M | -1% | Dec 2025 |
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| Fifth Third Bancorp | 392k | $28M | 36602% | Mar 2026 |
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| Tanager Wealth Management | 389k | $28M | -5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 386k | $28M | 26% | Mar 2026 |
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| Farther Finance Advisors | 382k | $27M | 19% | Mar 2026 |
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| Frank. Day | 369k | $27M | 19% | Mar 2026 |
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| Divergent Planning | 361k | $25M | 2% | Dec 2025 |
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| Rsm Us Wealth Management | 360k | $26M | 0% | Mar 2026 |
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| Captrust Financial Advisors | 356k | $25M | 0% | Dec 2025 |
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| Market Street Wealth Management Advisors | 353k | $25M | 0% | Mar 2026 |
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| Apella Capital | 352k | $27M | 377% | Mar 2026 |
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| Disciplined Equity Management | 350k | $25M | 0% | Mar 2026 |
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| Your Advocates | 347k | $25M | 5% | Mar 2026 |
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| Guardian Wealth Management | 341k | $24M | 100% | Mar 2026 |
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| Tillman Hartley | 336k | $24M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 330k | $23M | 14% | Dec 2025 |
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| Foster Group | 324k | $23M | -3% | Mar 2026 |
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| PCA Investment Advisory Services | 318k | $23M | 10% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 317k | $23M | -2% | Mar 2026 |
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| Stadion Money Management | 317k | $22M | 43% | Dec 2025 |
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| Builder Investment Group | 316k | $22M | -1% | Mar 2026 |
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| Jackson Thornton Asset Management | 311k | $23M | 2% | Mar 2026 |
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| Tilson Financial Group | 309k | $22M | 2% | Mar 2026 |
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| Planning Center | 301k | $21M | -4% | Mar 2026 |
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| Wells Fargo & Company | 300k | $21M | 13% | Mar 2026 |
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| Advisory Alpha | 297k | $21M | 12% | Mar 2026 |
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| Timonier Family Office | 297k | $21M | 2% | Dec 2025 |
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| Forum Private Client Group | 296k | $21M | 2% | Mar 2026 |
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| Pinney & Scofield | 292k | $21M | 1% | Mar 2026 |
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| Mission Wealth Management | 292k | $21M | -2% | Mar 2026 |
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| Pillar Financial Advisors | 290k | $21M | 2% | Mar 2026 |
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| Parkwoods Wealth Partners | 289k | $21M | 8% | Mar 2026 |
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| Maseco | 288k | $21M | -4% | Mar 2026 |
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| Hill Island Financial | 285k | $20M | 2% | Mar 2026 |
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| McNamara Financial Services | 284k | $20M | -1% | Mar 2026 |
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| Financial Synergies Wealth Advisors | 283k | $20M | 1% | Mar 2026 |
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| Allodium Investment Consultants | 278k | $20M | 3% | Mar 2026 |
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| Tassel Capital Management | 271k | $19M | 2% | Mar 2026 |
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| Monograph Wealth Advisors | 270k | $19M | 2% | Mar 2026 |
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| WPWealth | 261k | $19M | 8% | Mar 2026 |
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| AdvisorNet Financial | 258k | $18M | -9% | Mar 2026 |
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| Stifel Financial | 258k | $18M | 11% | Mar 2026 |
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| BKD Wealth Advisors | 258k | $18M | -6% | Mar 2026 |
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| McLean Asset Management Corp | 258k | $18M | -2% | Mar 2026 |
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| EnRich Financial Partners | 257k | $18M | 1% | Mar 2026 |
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| LRI Investments | 252k | $18M | 2% | Mar 2026 |
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| Lutz Financial Services | 239k | $17M | 1% | Mar 2026 |
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| Clune & Associates | 238k | $17M | -6% | Mar 2026 |
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| Resources Investment Advisors | 236k | $17M | 3% | Mar 2026 |
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| New Hampshire Trust | 234k | $17M | -1% | Mar 2026 |
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| Park Avenue Securities | 233k | $17M | 9% | Mar 2026 |
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| G2 Capital Management, Llc / Oh | 230k | $16M | 1% | Mar 2026 |
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| Harbour Investments | 225k | $16M | 39% | Mar 2026 |
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| Sentinel Wealth Management | 222k | $16M | 1% | Mar 2026 |
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| Jones Financial Companies, L.L | 222k | $15M | 28% | Dec 2025 |
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| McGlone Suttner Wealth Management | 219k | $16M | 5% | Mar 2026 |
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| True Link Financial Advisors | 219k | $16M | 5% | Mar 2026 |
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| Aspen Capital Management | 216k | $15M | -2% | Mar 2026 |
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| West Financial Advisors | 213k | $15M | 1% | Mar 2026 |
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| Dynamic Advisors Solutions | 206k | $15M | 1% | Mar 2026 |
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| BlackRock | 204k | $15M | 134% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 200k | $14M | 2% | Dec 2025 |
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| Midwest Heritage Bank | 198k | $14M | 5% | Mar 2026 |
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| Bannerman Wealth Management Group | 189k | $14M | 9% | Mar 2026 |
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| Aire Advisors | 188k | $13M | 2% | Mar 2026 |
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| Conservest Capital Advisors | 187k | $13M | 16% | Mar 2026 |
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| B&D White Capital Company | 186k | $13M | 19% | Mar 2026 |
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| Sterling Wealth Management | 185k | $13M | 1% | Mar 2026 |
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| Wescott Financial Advisory Group | 185k | $13M | -1% | Mar 2026 |
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| Connable Office | 183k | $13M | 100% | Mar 2026 |
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| Syverson Strege & Co | 181k | $13M | 3% | Mar 2026 |
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| Trinity Financial Advisors | 180k | $13M | 3% | Mar 2026 |
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| American Investment Services | 179k | $13M | -1% | Mar 2026 |
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| Pacific Sage Partners | 178k | $13M | 2% | Mar 2026 |
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| Burk Holdings | 177k | $13M | 6% | Mar 2026 |
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| First Bancorp | 177k | $13M | 100% | Mar 2026 |
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| Bridgewater Advisors | 176k | $13M | 2% | Dec 2025 |
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| Modern Wealth Management | 175k | $12M | 240% | Dec 2025 |
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| Summit Wealth Group | 174k | $12M | 3% | Mar 2026 |
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| One Capital Management | 174k | $12M | 9% | Mar 2026 |
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| JGP Wealth Management | 172k | $12M | 10% | Mar 2026 |
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| Spinnaker Investment Group | 170k | $12M | -7% | Mar 2026 |
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| Smartleaf Asset Management | 169k | $12M | -2% | Mar 2026 |
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| CWM | 168k | $12M | -7% | Dec 2025 |
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| Invst | 168k | $12M | -3% | Mar 2026 |
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| SRS Capital Advisors | 140k | $10M | -57% | Mar 2026 |
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| CLS Investments | 7.2k | $513k | -96% | 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 | 397k | $29M |
| Jpmorgan Chase & Co | Sep 2025 | 215k | $15M |