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 | $844M | -1% | Mar 2026 |
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| Colony | 13M | $791M | 0% | Dec 2025 |
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| Forum Financial Management | 10M | $646M | 1% | Mar 2026 |
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| Index Fund Advisors | 6.4M | $399M | -1% | Mar 2026 |
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| Buckingham Strategic Partners | 5.7M | $357M | 8% | Mar 2026 |
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| Pure Financial Advisors | 5.5M | $345M | 4% | Mar 2026 |
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| Savant Capital Management | 4.8M | $299M | -1% | Mar 2026 |
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| EP Wealth Advisors | 4.3M | $269M | 3% | Mar 2026 |
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| Jackson Thornton Asset Management | 2.8M | $184M | 0% | Mar 2026 |
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| CI Private Wealth | 2.6M | $165M | -3% | Mar 2026 |
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| Asset Dedication | 2.5M | $159M | -2% | Mar 2026 |
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| Apella Capital | 2.1M | $141M | 29% | Mar 2026 |
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| HighTower Advisors | 1.8M | $112M | -3% | Mar 2026 |
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| Trust Co of the South | 1.8M | $112M | -2% | Mar 2026 |
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| Raymond James Financial | 1.8M | $106M | 5% | Dec 2025 |
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| Mercer Global Advisors | 1.6M | $97M | 9% | Mar 2026 |
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| Bank of America Corporation | 1.5M | $96M | 100% | Mar 2026 |
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| Capital Performance Advisors | 1.5M | $93M | 3% | Mar 2026 |
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| Smartleaf Asset Management | 1.5M | $91M | 5% | Mar 2026 |
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| Truepoint | 1.5M | $93M | -2% | Mar 2026 |
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| Great Oak Capital Partners | 1.4M | $93M | 2% | Mar 2026 |
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| Plan | 1.4M | $90M | -3% | Mar 2026 |
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| Sequoia Financial Advisors | 1.4M | $86M | 2% | Mar 2026 |
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| Abacus Wealth Partners | 1.4M | $85M | -1% | Mar 2026 |
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| LPL Financial | 1.2M | $76M | -4% | Mar 2026 |
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| Premier Financial Group | 1.2M | $75M | 0% | Mar 2026 |
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| HPM Partners | 1.1M | $70M | 5% | Mar 2026 |
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| Evanson Asset Management | 1.1M | $68M | 0% | Mar 2026 |
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| Sensible Money | 1.1M | $67M | 5% | Mar 2026 |
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| Hanson McClain Advisors | 1.0M | $60M | 3% | Dec 2025 |
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| Team Hewins | 920k | $58M | -1% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 914k | $57M | 0% | Mar 2026 |
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| Parkwoods Wealth Partners | 912k | $57M | 5% | Mar 2026 |
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| Mariner Wealth Advisors | 855k | $53M | 2% | Mar 2026 |
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| Great Waters Wealth Management | 853k | $53M | 4% | Mar 2026 |
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| Bayshore Asset Management | 836k | $52M | -1% | Mar 2026 |
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| Joel Isaacson & Co | 814k | $51M | 3% | Mar 2026 |
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| RW Investment Management | 763k | $46M | -5% | Mar 2026 |
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| Phillips Financial Management | 758k | $47M | -6% | Mar 2026 |
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| Sax Wealth Advisors | 757k | $45M | 0% | Mar 2026 |
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| Three Arch Wealth Management | 738k | $46M | 100% | Mar 2026 |
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| Modera Wealth Management | 734k | $46M | -1% | Mar 2026 |
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| Monograph Wealth Advisors | 732k | $46M | 5% | Mar 2026 |
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| Envestnet Asset Management | 688k | $43M | 12% | Mar 2026 |
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| Keb Asset Management | 688k | $43M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 651k | $41M | 4% | Mar 2026 |
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| Tumwater Wealth Management | 629k | $39M | 0% | Mar 2026 |
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| Richard Young Associates | 559k | $35M | 100% | Mar 2026 |
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| Helen Stephens Group | 536k | $34M | 2% | Mar 2026 |
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| EnRich Financial Partners | 522k | $33M | -1% | Mar 2026 |
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| Financial Harvest | 508k | $32M | 4% | Mar 2026 |
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| Beaird Harris Wealth Management | 497k | $30M | -1% | Dec 2025 |
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| Mosaic Family Wealth Partners | 489k | $31M | 1% | Mar 2026 |
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| BKD Wealth Advisors | 483k | $30M | -4% | Mar 2026 |
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| First Command Advisory Services | 479k | $30M | -1% | Mar 2026 |
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| TCI Wealth Advisors | 471k | $29M | -1% | Mar 2026 |
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| Planning Center | 468k | $29M | 1% | Mar 2026 |
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| Assetmark | 467k | $29M | 2% | Mar 2026 |
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| Confluence Wealth Services | 457k | $29M | 7% | Mar 2026 |
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| UBS Group | 453k | $28M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 452k | $28M | 5% | Mar 2026 |
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| Summit Financial Strategies | 446k | $28M | 8% | Mar 2026 |
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| Jones Financial Companies, L.L | 444k | $26M | 27% | Dec 2025 |
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| NorthAvenue | 441k | $28M | -1% | Mar 2026 |
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| AE Wealth Management | 441k | $28M | 3% | Mar 2026 |
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| Conrad Siegel Investment Advisors | 441k | $28M | 3% | Mar 2026 |
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| Squire Investment Management Company | 433k | $27M | 0% | Mar 2026 |
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| Watchman Group | 431k | $27M | 0% | Mar 2026 |
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| Babb Wealth Advisors | 429k | $26M | 13% | Dec 2025 |
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| Allen Capital Group | 419k | $26M | 2% | Mar 2026 |
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| Disciplined Equity Management | 414k | $26M | -1% | Mar 2026 |
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| TFC Financial Management | 409k | $26M | -4% | Mar 2026 |
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| Meritas Wealth Management | 405k | $25M | -1% | Mar 2026 |
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| Tfo-tdc | 397k | $25M | 0% | Mar 2026 |
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| Lauterbach Financial Advisors | 396k | $24M | 0% | Dec 2025 |
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| Foster Group | 394k | $25M | -2% | Mar 2026 |
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| AQR Capital Management | 391k | $24M | 32% | Mar 2026 |
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| Cambridge Financial Group | 390k | $24M | 11% | Mar 2026 |
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| Burns Wealth Management | 376k | $24M | -2% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 374k | $23M | -47% | Mar 2026 |
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| Elser Financial Planning | 369k | $23M | 100% | Mar 2026 |
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| Master's Wealth Management | 364k | $23M | 1% | Mar 2026 |
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| Sterling Wealth Management | 364k | $23M | 4% | Mar 2026 |
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| Betterment | 357k | $21M | 0% | Dec 2025 |
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| Guardian Wealth Management | 357k | $22M | 100% | Mar 2026 |
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| Triune Financial Partners | 356k | $22M | 1% | Mar 2026 |
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| Eclectic Associates | 350k | $22M | 20% | Mar 2026 |
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| Visionary Wealth Advisors | 347k | $22M | 2% | Mar 2026 |
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| Rsm Us Wealth Management | 346k | $22M | -2% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 343k | $20M | -1% | Dec 2025 |
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| Equitable Holdings | 341k | $20M | 0% | Mar 2026 |
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| Tillman Hartley | 341k | $21M | -1% | Mar 2026 |
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| Pathstone Holdings | 337k | $21M | -17% | Mar 2026 |
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| Kelly Financial Group | 327k | $20M | 0% | Mar 2026 |
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| Rs Crum | 322k | $20M | 0% | Mar 2026 |
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| Kilner Capital Advisors | 318k | $20M | 100% | Mar 2026 |
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| Cardiff Park Advisors | 317k | $20M | 4% | Mar 2026 |
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| Bridge Generations Wealth Management | 311k | $19M | 3% | Mar 2026 |
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| Branch Banking & Trust Company | 307k | $19M | 6% | Mar 2026 |
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| Personal Resources Investment & Strategic Management | 303k | $19M | -7% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 299k | $19M | 3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 299k | $19M | 43% | Mar 2026 |
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| Dopkins Wealth Management | 297k | $19M | -10% | Mar 2026 |
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| Beacon Pointe Advisors | 295k | $18M | 48% | Dec 2025 |
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| BlueSky Wealth Advisors | 295k | $18M | 0% | Mar 2026 |
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| Union Bankshares | 294k | $18M | 0% | Mar 2026 |
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| Rf&l Wealth Management | 290k | $18M | -1% | Mar 2026 |
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| WPWealth | 285k | $18M | -4% | Mar 2026 |
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| Libra Wealth | 280k | $18M | -6% | Mar 2026 |
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| Aspen Capital Management | 277k | $17M | -5% | Mar 2026 |
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| Youngs Advisory | 276k | $17M | 2% | Mar 2026 |
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| Royal Bank of Canada | 271k | $17M | 9% | Mar 2026 |
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| Farther Finance Advisors | 269k | $17M | 19% | Mar 2026 |
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| BlackRock | 255k | $16M | 76% | Mar 2026 |
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| Quantum Financial Advisors | 253k | $16M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 253k | $16M | 31% | Mar 2026 |
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| Cambridge Investment Research Advisors | 251k | $16M | 50% | Mar 2026 |
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| Park Avenue Securities | 250k | $16M | 9% | Mar 2026 |
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| Graver Capital Management | 247k | $15M | 5% | Mar 2026 |
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| Morgan Stanley | 245k | $15M | 4% | Mar 2026 |
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| Professional Financial Solutions | 236k | $15M | 2% | Mar 2026 |
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| Altiora Financial Group | 235k | $15M | 0% | Mar 2026 |
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| McLean Asset Management Corp | 231k | $14M | -1% | Mar 2026 |
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| OLIO Financial Planning | 230k | $14M | 2% | Mar 2026 |
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| Larson Financial Group | 230k | $14M | -5% | Dec 2025 |
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| JDH Wealth Management | 223k | $14M | -1% | Mar 2026 |
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| SOL Capital Management | 222k | $11M | 437% | Mar 2026 |
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| HMV Wealth Advisors | 222k | $14M | -2% | Mar 2026 |
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| Navigoe | 221k | $14M | -2% | Mar 2026 |
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| Ruedi Wealth Management | 217k | $14M | 4% | Mar 2026 |
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| ShankerValleau Wealth Advisors | 215k | $13M | 1% | Mar 2026 |
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| Wealth Management Nebraska | 215k | $13M | -1% | Mar 2026 |
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| Fiduciary Financial Group | 211k | $13M | 5% | Mar 2026 |
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| Andrews, Lucia Wealth Management | 206k | $13M | -8% | Mar 2026 |
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| Capstone Wealth Management | 203k | $13M | 0% | Mar 2026 |
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| Mission Wealth Management | 200k | $13M | 4% | Mar 2026 |
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| Crestmont Private Wealth | 195k | $12M | 3% | Mar 2026 |
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| Navigation Group | 193k | $12M | 100% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 190k | $12M | -2% | Mar 2026 |
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| Aspiriant | 188k | $12M | -2% | Mar 2026 |
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| Baker Tilly Financial | 187k | $12M | 8% | Mar 2026 |
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| Advisor Group Holdings | 187k | $11M | -6% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 185k | $12M | -1% | Mar 2026 |
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| Pinney & Scofield | 180k | $11M | 0% | Mar 2026 |
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| Spire Wealth Management | 178k | $11M | 1% | Mar 2026 |
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| Robertson Stephens Wealth Management | 176k | $11M | -1% | Mar 2026 |
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| Mml Investors Services | 173k | $11M | -17% | Mar 2026 |
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| Disciplined Investments | 170k | $11M | 4% | Mar 2026 |
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| OMNI 360 Wealth | 169k | $11M | 9% | Mar 2026 |
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| Veratis Advisors | 167k | $9.2M | 100% | 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 | 2.0M | $124M |
| Jpmorgan Chase & Co | Sep 2025 | 575k | $33M |
| McMill Wealth Management | Dec 2025 | 279k | $17M |
| Two Sigma Investments | Dec 2025 | 244k | $15M |