Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAT
- CUSIP Number: 25434v609
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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 | 14M | $810M | -1% | Sep 2025 |
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| Colony | 13M | $771M | 4% | Sep 2025 |
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| Forum Financial Management | 9.8M | $568M | 4% | Sep 2025 |
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| Index Fund Advisors | 6.5M | $380M | 6% | Sep 2025 |
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| Savant Capital Management | 5.0M | $290M | 1% | Sep 2025 |
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| Pure Financial Advisors | 5.0M | $289M | 8% | Sep 2025 |
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| Buckingham Strategic Partners | 4.4M | $254M | -10% | Sep 2025 |
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| EP Wealth Advisors | 3.3M | $177M | 8% | Jun 2025 |
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| Jackson Thornton Asset Management | 2.8M | $166M | -1% | Sep 2025 |
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| Asset Dedication | 2.5M | $146M | 5% | Sep 2025 |
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| Willow Creek Wealth Management | 2.2M | $125M | 3% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.1M | $123M | -3% | Sep 2025 |
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| HighTower Advisors | 1.9M | $109M | -1% | Sep 2025 |
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| Trust Co of the South | 1.8M | $104M | -1% | Sep 2025 |
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| Raymond James Financial | 1.7M | $98M | 9% | Sep 2025 |
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| Apella Capital | 1.7M | $94M | 0% | Sep 2025 |
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| Truepoint | 1.5M | $89M | -1% | Sep 2025 |
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| Mercer Global Advisors | 1.5M | $86M | -11% | Sep 2025 |
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| Plan | 1.5M | $86M | -4% | Sep 2025 |
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| Abacus Wealth Partners | 1.4M | $84M | -2% | Sep 2025 |
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| Great Oak Capital Partners | 1.4M | $81M | 4% | Sep 2025 |
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| Sequoia Financial Advisors | 1.3M | $75M | 3% | Sep 2025 |
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| LPL Financial | 1.2M | $70M | 2% | Sep 2025 |
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| Premier Financial Group | 1.2M | $68M | 100% | Sep 2025 |
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| Evanson Asset Management | 1.1M | $64M | 0% | Sep 2025 |
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| HPM Partners | 1.1M | $62M | -3% | Sep 2025 |
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| Hanson McClain Advisors | 979k | $57M | 6% | Sep 2025 |
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| Sensible Money | 966k | $56M | 7% | Sep 2025 |
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| Team Hewins | 932k | $54M | -5% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 906k | $53M | -2% | Sep 2025 |
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| CI Private Wealth | 883k | $51M | -61% | Sep 2025 |
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| Parkwoods Wealth Partners | 853k | $50M | 33% | Sep 2025 |
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| Bayshore Asset Management | 839k | $49M | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 815k | $47M | -5% | Sep 2025 |
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| RW Investment Management | 799k | $45M | -52% | Sep 2025 |
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| Sax Wealth Advisors | 788k | $46M | -6% | Sep 2025 |
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| Modera Wealth Management | 778k | $45M | -2% | Sep 2025 |
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| Phillips Financial Management | 764k | $44M | 8% | Sep 2025 |
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| Capital Performance Advisors | 747k | $44M | -4% | Sep 2025 |
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| Great Waters Wealth Management | 735k | $43M | 6% | Sep 2025 |
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| Joel Isaacson & Co | 732k | $43M | 1% | Sep 2025 |
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| Monograph Wealth Advisors | 694k | $40M | 18% | Sep 2025 |
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| Keb Asset Management | 688k | $40M | 0% | Sep 2025 |
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| Tumwater Wealth Management | 604k | $35M | -1% | Sep 2025 |
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| Cetera Investment Advisers | 580k | $34M | 15% | Sep 2025 |
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| Jpmorgan Chase & Co | 575k | $33M | 13% | Sep 2025 |
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| BKD Wealth Advisors | 553k | $32M | -8% | Sep 2025 |
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| EnRich Financial Partners | 529k | $31M | 0% | Sep 2025 |
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| Envestnet Asset Management | 519k | $30M | -73% | Sep 2025 |
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| Helen Stephens Group | 509k | $30M | 3% | Sep 2025 |
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| First Command Advisory Services | 505k | $29M | -6% | Sep 2025 |
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| Beaird Harris Wealth Management | 501k | $29M | 0% | Sep 2025 |
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| Mosaic Family Wealth Partners | 496k | $29M | 5% | Sep 2025 |
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| Planning Center | 495k | $29M | -1% | Sep 2025 |
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| TCI Wealth Advisors | 479k | $28M | -1% | Sep 2025 |
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| UBS Group | 468k | $27M | 11% | Sep 2025 |
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| Efficient Frontier Advisors | 466k | $25M | -7% | Jun 2025 |
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| Financial Harvest | 463k | $27M | 2% | Sep 2025 |
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| PBMares Wealth Management | 452k | $26M | 0% | Sep 2025 |
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| Assetmark | 450k | $26M | -1% | Sep 2025 |
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| AE Wealth Management | 445k | $26M | -5% | Sep 2025 |
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| Commonwealth Equity Services | 440k | $26M | -2% | Sep 2025 |
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| Watchman Group | 432k | $25M | -1% | Sep 2025 |
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| TFC Financial Management | 429k | $25M | 0% | Sep 2025 |
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| Squire Investment Management Company | 428k | $25M | 1% | Sep 2025 |
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| Foster Group | 425k | $25M | -12% | Sep 2025 |
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| Meritas Wealth Management | 422k | $25M | -2% | Sep 2025 |
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| Conrad Siegel Investment Advisors | 417k | $24M | 1% | Sep 2025 |
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| Confluence Wealth Services | 410k | $24M | 9% | Sep 2025 |
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| Disciplined Equity Management | 407k | $24M | 1% | Sep 2025 |
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| Two Sigma Investments | 403k | $24M | 100% | Sep 2025 |
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| Allen Capital Group | 399k | $23M | 4% | Sep 2025 |
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| Lauterbach Financial Advisors | 398k | $23M | 0% | Sep 2025 |
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| Burns Wealth Management | 394k | $23M | 1% | Sep 2025 |
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| Kraft Asset Management | 389k | $21M | -9% | Jun 2025 |
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| Summit Financial Strategies | 388k | $23M | 4% | Sep 2025 |
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| Tfo-tdc | 381k | $22M | 0% | Sep 2025 |
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| Babb Wealth Advisors | 379k | $22M | 6% | Sep 2025 |
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| Rsm Us Wealth Management | 360k | $21M | -4% | Sep 2025 |
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| Betterment | 358k | $21M | 4% | Sep 2025 |
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| Cambridge Financial Group | 353k | $21M | 100% | Sep 2025 |
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| Baker Tilly Financial | 350k | $20M | 2408% | Sep 2025 |
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| Jones Financial Companies, L.L | 349k | $21M | 14% | Sep 2025 |
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| Triune Financial Partners | 348k | $20M | 3% | Sep 2025 |
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| Tillman Hartley | 347k | $20M | -2% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 345k | $20M | 2% | Sep 2025 |
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| Pathstone Holdings | 345k | $20M | -9% | Sep 2025 |
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| WPWealth | 338k | $20M | -29% | Sep 2025 |
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| Dopkins Wealth Management | 335k | $20M | -1% | Sep 2025 |
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| Master's Wealth Management | 331k | $19M | 2% | Sep 2025 |
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| Cardiff Park Advisors | 327k | $19M | 0% | Sep 2025 |
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| Equitable Holdings | 325k | $19M | 5% | Sep 2025 |
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| Sterling Wealth Management | 322k | $19M | 8% | Sep 2025 |
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| Rs Crum | 316k | $18M | 1% | Sep 2025 |
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| Kelly Financial Group | 312k | $18M | 4% | Sep 2025 |
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| Visionary Wealth Advisors | 309k | $18M | 17% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 304k | $18M | 5% | Sep 2025 |
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| Union Bankshares | 303k | $18M | 2% | Sep 2025 |
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| Libra Wealth | 300k | $18M | -4% | Sep 2025 |
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| Personal Resources Investment & Strategic Management | 298k | $17M | 100% | Sep 2025 |
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| Aspen Capital Management | 295k | $17M | -1% | Sep 2025 |
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| Bridge Generations Wealth Management | 294k | $17M | -21% | Sep 2025 |
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| BlueSky Wealth Advisors | 294k | $17M | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 293k | $17M | 1% | Sep 2025 |
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| Rf&l Wealth Management | 291k | $17M | 0% | Sep 2025 |
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| Keyes, Stange & Wooten Wealth Management | 290k | $17M | 2% | Sep 2025 |
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| McMill Wealth Management | 283k | $17M | -1% | Sep 2025 |
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| AQR Capital Management | 278k | $16M | 77% | Sep 2025 |
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| Quantum Financial Advisors | 263k | $15M | -3% | Sep 2025 |
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| Youngs Advisory | 254k | $15M | 5% | Sep 2025 |
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| Royal Bank of Canada | 249k | $15M | -13% | Sep 2025 |
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| Andrews, Lucia Wealth Management | 244k | $14M | -4% | Sep 2025 |
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| Larson Financial Group | 242k | $14M | -11% | Sep 2025 |
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| McLean Asset Management Corp | 239k | $14M | -7% | Sep 2025 |
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| Altiora Financial Group | 238k | $14M | -2% | Sep 2025 |
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| Navigoe | 226k | $13M | -2% | Sep 2025 |
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| JDH Wealth Management | 226k | $13M | -3% | Sep 2025 |
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| HMV Wealth Advisors | 225k | $13M | -2% | Sep 2025 |
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| Graver Capital Management | 221k | $13M | -1% | Sep 2025 |
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| Ruedi Wealth Management | 218k | $13M | 0% | Sep 2025 |
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| Wealth Management Nebraska | 216k | $13M | 1% | Sep 2025 |
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| ShankerValleau Wealth Advisors | 213k | $12M | -3% | Sep 2025 |
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| OLIO Financial Planning | 211k | $12M | 8% | Sep 2025 |
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| Capstone Wealth Management | 206k | $12M | 0% | Sep 2025 |
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| Park Avenue Securities | 204k | $12M | 17% | Sep 2025 |
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| Morgan Stanley | 201k | $11M | 100% | Jun 2025 |
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| Eclectic Associates | 201k | $12M | 51% | Sep 2025 |
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| Advisor Group Holdings | 200k | $12M | 24% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 199k | $12M | -1% | Sep 2025 |
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| Beacon Pointe Advisors | 199k | $12M | 23% | Sep 2025 |
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| Fiduciary Financial Group | 196k | $11M | 5% | Sep 2025 |
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| Aspiriant | 192k | $11M | -1% | Sep 2025 |
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| Crestmont Private Wealth | 190k | $11M | 2% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 188k | $11M | 0% | Sep 2025 |
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| Better Money Decisions | 187k | $10M | 5% | Jun 2025 |
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| Pinney & Scofield | 184k | $11M | 0% | Sep 2025 |
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| Mather Group | 180k | $11M | -8% | Sep 2025 |
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| Robertson Stephens Wealth Management | 177k | $10M | -3% | Sep 2025 |
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| New England Private Wealth Advisors | 177k | $10M | -2% | Sep 2025 |
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| McKinley Carter Wealth Services | 172k | $10M | 1% | Sep 2025 |
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| Spire Wealth Management | 171k | $9.9M | -1% | Sep 2025 |
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| Mml Investors Services | 167k | $9.7M | -64% | Sep 2025 |
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| Cambridge Investment Research Advisors | 162k | $9.4M | -33% | Sep 2025 |
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| Austin Asset Management | 160k | $9.3M | -1% | Sep 2025 |
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| Activest Wealth Management | 159k | $9.3M | 2% | Sep 2025 |
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| Vance Wealth | 158k | $9.2M | 1% | Sep 2025 |
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| Legacy Financial Group | 158k | $9.2M | -2% | Sep 2025 |
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| Kings Path Partners | 156k | $8.4M | 30% | Jun 2025 |
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| Disciplined Investments | 156k | $9.1M | 3% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 155k | $9.0M | 10% | Sep 2025 |
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| Captrust Financial Advisors | 149k | $8.7M | -5% | Sep 2025 |
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| Oppenheimer & Co | 118k | $6.9M | -25% | Sep 2025 |
|
| Rise Advisors | 493.00 | $29k | -100% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cook Wealth Management Group | Mar 2025 | 222k | $11M |