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 | 13M | $862M | 18% | Dec 2024 |
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| Northern Trust | 7.5M | $490M | 7% | Dec 2024 |
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| Index Fund Advisors | 6.5M | $426M | -2% | Dec 2024 |
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| Bank of America Corporation | 5.2M | $337M | 5% | Dec 2024 |
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| Colony | 2.7M | $177M | -1% | Dec 2024 |
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| Pure Financial Advisors | 2.6M | $167M | 9% | Dec 2024 |
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| Alaska Permanent Fund Corp | 2.5M | $164M | -7% | Dec 2024 |
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| TCI Wealth Advisors | 2.5M | $147M | 3% | Mar 2025 |
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| Envestnet Asset Management | 2.3M | $152M | -6% | Dec 2024 |
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| Financial Counselors | 1.7M | $112M | 5% | Dec 2024 |
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| Plan | 1.4M | $93M | -2% | Dec 2024 |
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| Savant Capital Management | 1.4M | $89M | 34% | Dec 2024 |
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| Massmutual Trust | 1.1M | $71M | 7% | Dec 2024 |
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| Evanson Asset Management | 1.1M | $69M | 6% | Dec 2024 |
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| First Command Advisory Services | 1.0M | $67M | 6% | Dec 2024 |
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| HighTower Advisors | 1.0M | $65M | -1% | Dec 2024 |
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| Sageworth Trust Company | 950k | $62M | 0% | Dec 2024 |
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| LPL Financial | 868k | $57M | 16% | Dec 2024 |
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| Moisand Fitzgerald Tamayo | 866k | $56M | -2% | Dec 2024 |
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| Great Waters Wealth Management | 854k | $51M | -4% | Mar 2025 |
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| Confluence Wealth Services | 851k | $58M | 13% | Dec 2024 |
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| Mercer Global Advisors | 796k | $52M | -38% | Dec 2024 |
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| Vista Wealth Management Group | 788k | $47M | 5% | Mar 2025 |
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| Bank Of Montreal | 786k | $51M | 4% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 777k | $51M | -3% | Dec 2024 |
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| UBS Group | 765k | $50M | 13% | Dec 2024 |
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| Commonwealth Equity Services | 745k | $49M | 7% | Dec 2024 |
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| Elser Financial Planning | 733k | $48M | 3666% | Dec 2024 |
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| Buckingham Strategic Partners | 719k | $47M | 20% | Dec 2024 |
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| DiNuzzo Private Wealth | 705k | $46M | -2% | Dec 2024 |
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| Brown Advisory Holdings Incorporated | 679k | $44M | 4% | Dec 2024 |
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| Stordahl Capital Management | 674k | $44M | 0% | Dec 2024 |
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| Royal Bank of Canada | 673k | $44M | 12% | Dec 2024 |
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| Great Valley Advisor Group | 665k | $43M | 589% | Dec 2024 |
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| CI Private Wealth | 637k | $42M | 1% | Dec 2024 |
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| Beaird Harris Wealth Management | 590k | $38M | -3% | Dec 2024 |
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| Dixon Fnancial Services | 578k | $38M | -1% | Dec 2024 |
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| Chicago Partners Investment | 565k | $37M | 5% | Dec 2024 |
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| Modera Wealth Management | 563k | $37M | 41% | Dec 2024 |
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| Wealth Management Nebraska | 557k | $36M | 100% | Dec 2024 |
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| Branch Banking & Trust Company | 555k | $36M | 6% | Dec 2024 |
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| Sax Wealth Advisors | 540k | $35M | 1% | Dec 2024 |
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| Raymond James Financial | 537k | $35M | 100% | Dec 2024 |
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| Pathstone Holdings | 490k | $32M | 35% | Dec 2024 |
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| Austin Asset Management | 483k | $31M | -3% | Dec 2024 |
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| Sequoia Financial Advisors | 479k | $31M | -2% | Dec 2024 |
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| Divergent Planning | 472k | $29M | 4% | Mar 2025 |
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| Heritage Investment Group | 463k | $30M | -2% | Dec 2024 |
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| Bleakley Financial Group | 456k | $30M | 7076% | Dec 2024 |
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| HPM Partners | 449k | $29M | 10% | Dec 2024 |
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| KWMG | 446k | $27M | 4% | Mar 2025 |
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| Rsm Us Wealth Management | 446k | $29M | -1% | Dec 2024 |
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| Foster Group | 403k | $24M | -4% | Mar 2025 |
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| Brian McDonald | 400k | $26M | -16% | Dec 2024 |
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| Tanager Wealth Management | 392k | $26M | 5% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 389k | $23M | -16% | Mar 2025 |
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| Bouchey Financial | 378k | $25M | 0% | Dec 2024 |
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| Davenport & Co | 376k | $25M | 7% | Dec 2024 |
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| Mariner Wealth Advisors | 371k | $24M | 11% | Dec 2024 |
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| First National Trust Company | 366k | $24M | 3% | Dec 2024 |
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| Tillman Hartley | 355k | $23M | -1% | Dec 2024 |
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| Market Street Wealth Management Advisors | 351k | $21M | 2% | Mar 2025 |
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| BKD Wealth Advisors | 350k | $23M | -2% | Dec 2024 |
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| Heritage Wealth Management, Inc./Texas | 343k | $22M | 3% | Dec 2024 |
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| DecisionPoint Financial | 318k | $21M | 6% | Dec 2024 |
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| Phillips Financial Management | 317k | $21M | 43% | Dec 2024 |
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| New Hampshire Trust | 316k | $19M | 6% | Mar 2025 |
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| Planning Center | 312k | $19M | 1% | Mar 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 308k | $20M | 2% | Dec 2024 |
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| Captrust Financial Advisors | 302k | $20M | 5% | Dec 2024 |
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| Builder Investment Group | 296k | $18M | 1% | Mar 2025 |
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| Jackson Thornton Asset Management | 293k | $19M | -2% | Dec 2024 |
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| McLean Asset Management Corp | 289k | $15M | 2% | Mar 2025 |
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| Hurlow Wealth Management Group | 287k | $19M | 6% | Dec 2024 |
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| Tilson Financial Group | 283k | $18M | 4% | Dec 2024 |
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| Disciplined Equity Management | 282k | $17M | 1% | Mar 2025 |
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| Your Advocates | 281k | $18M | 3% | Dec 2024 |
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| SRS Capital Advisors | 276k | $18M | 1% | Dec 2024 |
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| EnRich Financial Partners | 270k | $18M | 0% | Dec 2024 |
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| Pillar Financial Advisors | 269k | $16M | 5% | Mar 2025 |
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| Invst | 269k | $18M | 5284% | Dec 2024 |
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| Morgan Stanley | 264k | $17M | 19% | Dec 2024 |
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| Cetera Investment Advisers | 263k | $17M | 20% | Dec 2024 |
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| AdvisorNet Financial | 261k | $16M | 5% | Mar 2025 |
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| Farther Finance Advisors | 259k | $16M | 32% | Mar 2025 |
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| Pinney & Scofield | 255k | $17M | 100% | Dec 2024 |
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| Financial Synergies Wealth Advisors | 251k | $16M | 2% | Dec 2024 |
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| Dynamic Advisors Solutions | 250k | $16M | 1% | Dec 2024 |
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| Forum Private Client Group | 248k | $16M | 3% | Dec 2024 |
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| Mission Wealth Management | 234k | $14M | -6% | Mar 2025 |
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| Stadion Money Management | 233k | $15M | 100% | Dec 2024 |
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| West Financial Advisors | 233k | $14M | 4% | Mar 2025 |
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| Beacon Pointe Advisors | 231k | $15M | -1% | Dec 2024 |
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| Lutz Financial Services | 230k | $15M | 0% | Dec 2024 |
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| Armor Investment Advisors | 228k | $15M | 5% | Dec 2024 |
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| Jpmorgan Chase & Co | 226k | $15M | 16% | Dec 2024 |
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| Timonier Family Office | 224k | $15M | 100% | Dec 2024 |
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| Parkwoods Wealth Partners | 214k | $14M | 1% | Dec 2024 |
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| Clune & Associates | 214k | $14M | 100% | Dec 2024 |
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| PBMares Wealth Management | 210k | $14M | 4% | Dec 2024 |
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| EP Wealth Advisors | 209k | $14M | 0% | Dec 2024 |
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| Resources Investment Advisors | 202k | $13M | 8% | Dec 2024 |
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| TCG Advisory Services | 198k | $13M | 11% | Dec 2024 |
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| Granite Harbor Advisors | 198k | $13M | 2% | Dec 2024 |
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| Cambridge Investment Research Advisors | 196k | $13M | 10% | Dec 2024 |
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| McGlone Suttner Wealth Management | 191k | $12M | 35% | Dec 2024 |
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| Mendota Financial Group | 190k | $12M | -14% | Dec 2024 |
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| Williams Financial | 190k | $12M | 0% | Dec 2024 |
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| Larson Financial Group | 189k | $12M | -7% | Dec 2024 |
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| Aire Advisors | 189k | $12M | 4% | Dec 2024 |
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| G2 Capital Management, Llc / Oh | 184k | $12M | 1% | Dec 2024 |
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| Spinnaker Investment Group | 183k | $11M | 10% | Mar 2025 |
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| American Investment Services | 173k | $11M | 0% | Dec 2024 |
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| Hanson McClain Advisors | 172k | $12M | 11% | Dec 2024 |
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| PCA Investment Advisory Services | 172k | $11M | -1% | Dec 2024 |
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| Monograph Wealth Advisors | 172k | $11M | 2% | Dec 2024 |
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| CWM | 172k | $11M | -6% | Dec 2024 |
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| Sterling Wealth Management | 170k | $11M | 4% | Dec 2024 |
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| Bannerman Wealth Management Group | 169k | $10M | 6% | Mar 2025 |
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| Cardiff Park Advisors | 167k | $11M | 0% | Dec 2024 |
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| Stifel Financial | 167k | $11M | 9% | Dec 2024 |
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| Navigoe | 166k | $11M | 100% | Dec 2024 |
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| Trinity Financial Advisors | 166k | $9.9M | 5% | Mar 2025 |
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| Midwest Heritage Bank | 165k | $11M | 1% | Dec 2024 |
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| WorthPointe | 159k | $10M | -2% | Dec 2024 |
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| Enzi Wealth | 153k | $10M | 1% | Dec 2024 |
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| Wescott Financial Advisory Group | 151k | $9.9M | 2% | Dec 2024 |
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| One Capital Management | 150k | $9.7M | -4% | Dec 2024 |
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| Forum Financial Management | 149k | $9.7M | 15% | Dec 2024 |
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| Colorado Capital Management | 148k | $8.8M | 3% | Mar 2025 |
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| Capital Performance Advisors | 147k | $9.6M | 2% | Dec 2024 |
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| Bridgewater Advisors | 147k | $9.6M | -2% | Dec 2024 |
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| Summit Wealth Group | 147k | $9.5M | 4% | Dec 2024 |
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| Acorn Creek Capital | 145k | $8.7M | 13% | Mar 2025 |
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| Hill Island Financial | 144k | $9.4M | 100% | Dec 2024 |
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| Envision Financial Planning | 142k | $9.3M | 1% | Dec 2024 |
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| Gemmer Asset Management | 138k | $9.0M | 0% | Dec 2024 |
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| BWM Planning | 138k | $9.0M | -4% | Dec 2024 |
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| Cascade Wealth Advisors | 137k | $8.9M | -1% | Dec 2024 |
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| Tassel Capital Management | 136k | $8.9M | 100% | Dec 2024 |
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| MAI Wealth Advisors | 136k | $8.9M | -4% | Dec 2024 |
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| Monticello Wealth Management | 135k | $8.0M | 3% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 133k | $8.6M | 101% | Dec 2024 |
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| Garrett Investment Advisors | 131k | $7.8M | 26% | Mar 2025 |
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| First National Bank Sioux Falls | 131k | $7.8M | 16% | Mar 2025 |
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| Spire Wealth Management | 130k | $8.5M | 1% | Dec 2024 |
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| Park Avenue Securities | 128k | $7.7M | 17% | Mar 2025 |
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| Dravo Bay | 128k | $8.3M | 9% | Dec 2024 |
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| Yardley Wealth Management | 127k | $8.2M | 20% | Dec 2024 |
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| FLC Capital Advisors | 125k | $8.1M | 4% | Dec 2024 |
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| Baird Financial | 117k | $7.6M | -21% | Dec 2024 |
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| Goss Wealth Management | 114k | $7.4M | -10% | Dec 2024 |
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| Advisory Alpha | 8.6k | $515k | -95% | Mar 2025 |
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