Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
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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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors | 7.4M | $333M | 4% | Mar 2026 |
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| RVW Wealth | 4.6M | $209M | 3% | Mar 2026 |
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| Sageworth Trust Company | 4.5M | $202M | -1% | Mar 2026 |
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| Resources Investment Advisors | 4.4M | $200M | 2% | Mar 2026 |
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| Hanson McClain Advisors | 3.8M | $180M | -4% | Dec 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 3.7M | $167M | 29% | Mar 2026 |
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| Aquire Wealth Advisors | 3.4M | $154M | 3% | Mar 2026 |
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| Colony | 3.4M | $158M | 45% | Dec 2025 |
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| Modera Wealth Management | 3.2M | $145M | -2% | Mar 2026 |
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| Mars Jewett Financial Group | 3.1M | $141M | 1% | Mar 2026 |
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| Kooman & Associates | 2.9M | $130M | 1% | Mar 2026 |
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| Beacon Pointe Advisors | 2.7M | $125M | 419% | Dec 2025 |
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| Blankinship & Foster | 2.6M | $118M | -1% | Mar 2026 |
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| Evoke Wealth | 2.4M | $112M | 18% | Dec 2025 |
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| AE Wealth Management | 2.3M | $105M | 3% | Mar 2026 |
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| Spinnaker Investment Group | 2.3M | $104M | -5% | Mar 2026 |
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| Apella Capital | 2.2M | $106M | 1878% | Mar 2026 |
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| Arista Wealth Management | 2.1M | $93M | -4% | Mar 2026 |
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| Elser Financial Planning | 2.0M | $89M | 100% | Mar 2026 |
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| Savant Capital Management | 1.9M | $86M | 39% | Mar 2026 |
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| WPWealth | 1.9M | $84M | 5% | Mar 2026 |
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| Maseco | 1.8M | $83M | 27% | Mar 2026 |
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| Buckingham Strategic Partners | 1.8M | $82M | 13% | Mar 2026 |
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| Krilogy Financial | 1.8M | $87M | 3% | Mar 2026 |
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| 55 North Private Wealth | 1.7M | $76M | 4% | Mar 2026 |
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| Pioneer Wealth Management Group | 1.6M | $74M | 10% | Mar 2026 |
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| HB Wealth Management | 1.3M | $58M | -5% | Mar 2026 |
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| Amicus Financial Advisors | 1.3M | $57M | -1% | Mar 2026 |
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| Hill Island Financial | 1.3M | $57M | 2% | Mar 2026 |
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| Cetera Investment Advisers | 1.3M | $57M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 1.2M | $55M | 0% | Mar 2026 |
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| Billeaud Capital Management | 1.2M | $59M | -6% | Mar 2026 |
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| Mariner Wealth Advisors | 1.2M | $53M | 4% | Mar 2026 |
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| Essential Planning | 1.1M | $51M | -3% | Mar 2026 |
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| Stadion Money Management | 1.1M | $53M | 33% | Dec 2025 |
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| Austin Wealth Management | 1.1M | $51M | -31% | Mar 2026 |
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| Diversify Wealth Management | 1.1M | $54M | -1% | Mar 2026 |
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| Sterling Wealth Advisors | 1.1M | $54M | -1% | Mar 2026 |
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| Meridian Wealth Partners | 1.1M | $51M | -3% | Dec 2025 |
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| AdvisorNet Financial | 1.1M | $48M | 15% | Mar 2026 |
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| LPL Financial | 1.1M | $48M | -1% | Mar 2026 |
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| Curio Wealth | 1.1M | $47M | 9% | Mar 2026 |
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| Brighton Jones | 995k | $45M | 0% | Mar 2026 |
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| Financial Connections Group | 963k | $43M | 0% | Mar 2026 |
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| Valued Wealth Advisors | 961k | $43M | 7% | Mar 2026 |
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| Alpha Financial Advisors | 952k | $43M | 5% | Mar 2026 |
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| TCP Asset Management | 950k | $43M | 1% | Mar 2026 |
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| Note Advisors | 937k | $42M | 9% | Mar 2026 |
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| Keating Financial Advisory Services | 929k | $42M | 100% | Mar 2026 |
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| CI Private Wealth | 911k | $41M | 3% | Mar 2026 |
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| EP Wealth Advisors | 905k | $41M | -3% | Mar 2026 |
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| Moneta Group Investment Advisors | 897k | $41M | -1% | Mar 2026 |
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| VeraBank | 881k | $40M | 5% | Mar 2026 |
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| AlphaStar Capital Management | 878k | $40M | 13% | Mar 2026 |
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| SC&H Financial Advisors | 873k | $39M | 4% | Mar 2026 |
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| Advisory Alpha | 849k | $38M | -4% | Mar 2026 |
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| Fonville Wealth Management | 847k | $38M | -1% | Mar 2026 |
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| CVA Family Office | 832k | $38M | 28% | Mar 2026 |
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| Sontag Advisory | 814k | $37M | -1% | Mar 2026 |
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| Highland Financial Advisors | 810k | $37M | 9% | Mar 2026 |
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| Plan | 793k | $37M | 0% | Mar 2026 |
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| Two West Capital Advisors | 792k | $39M | 1% | Mar 2026 |
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| Timonier Family Office | 777k | $36M | 7% | Dec 2025 |
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| Liberty Wealth Management | 719k | $33M | -11% | Mar 2026 |
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| Physician Wealth Solutions | 714k | $32M | 9% | Mar 2026 |
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| ACT Advisors | 713k | $32M | 9% | Mar 2026 |
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| Yardley Wealth Management | 712k | $32M | 7% | Mar 2026 |
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| Creative Planning | 709k | $32M | 2% | Mar 2026 |
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| Zhang Financial | 709k | $32M | 5% | Mar 2026 |
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| Bay Harbor Wealth Management | 708k | $32M | 5% | Mar 2026 |
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| MAI Wealth Advisors | 697k | $31M | 18% | Mar 2026 |
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| Pathstone Holdings | 680k | $31M | 2% | Mar 2026 |
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| Private Wealth Management Group | 673k | $30M | 17% | Mar 2026 |
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| Spectrum Investment Advisors | 646k | $29M | 4% | Mar 2026 |
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| UBS Group | 633k | $29M | -5% | Mar 2026 |
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| Envestnet Asset Management | 631k | $29M | 25% | Mar 2026 |
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| Allegiance Financial Group Advisory Services | 619k | $28M | 7% | Mar 2026 |
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| M Wealth Management | 618k | $28M | 5% | Mar 2026 |
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| Keystone Financial Group | 606k | $27M | -4% | Mar 2026 |
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| Betterment | 605k | $28M | -5% | Dec 2025 |
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| Kure Advisory | 588k | $27M | 4% | Mar 2026 |
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| Awm Capital | 586k | $27M | -1% | Mar 2026 |
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| Advisor Group Holdings | 585k | $27M | 2% | Dec 2025 |
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| Heritage Investment Group | 574k | $26M | 2% | Mar 2026 |
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| Bank of America Corporation | 568k | $26M | 100% | Mar 2026 |
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| Shira Ridge Wealth Management | 564k | $26M | 2% | Mar 2026 |
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| Stifel Financial | 563k | $25M | 3% | Mar 2026 |
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| Mercer Global Advisors | 556k | $25M | 71% | Mar 2026 |
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| Morling Financial Advisors | 539k | $24M | 2% | Mar 2026 |
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| Envision Financial Planning | 524k | $24M | 5% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 523k | $24M | -17% | Mar 2026 |
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| Quantum Financial Advisors | 488k | $22M | -9% | Mar 2026 |
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| Entrewealth | 487k | $22M | 7% | Mar 2026 |
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| JFS Wealth Advisors | 486k | $22M | 3% | Mar 2026 |
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| Mission Wealth Management | 470k | $21M | 6% | Mar 2026 |
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| Baird Financial | 457k | $21M | 18% | Dec 2025 |
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| Claris Advisors, Llc / Mo / | 433k | $20M | 0% | Mar 2026 |
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| Sax Wealth Advisors | 422k | $20M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 413k | $19M | 0% | Mar 2026 |
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| Perigon Wealth Management | 409k | $19M | 0% | Mar 2026 |
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| Live Oak Private Wealth | 402k | $18M | 21% | Mar 2026 |
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| Tortoise Investment Management | 401k | $18M | 9% | Mar 2026 |
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| Tassel Capital Management | 393k | $18M | 5% | Mar 2026 |
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| Jacobi Capital Management | 384k | $17M | 11% | Mar 2026 |
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| UMA Financial Services | 382k | $17M | 0% | Mar 2026 |
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| Maryland Capital Advisors | 375k | $18M | 4% | Dec 2025 |
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| Prudent Man Investment Management | 365k | $17M | 0% | Mar 2026 |
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| Lido Advisors | 359k | $16M | 100% | Mar 2026 |
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| Clarity Capital Advisors | 343k | $16M | 3% | Mar 2026 |
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| Sollinda Capital Management | 335k | $15M | 13% | Mar 2026 |
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| Security Financial Services | 335k | $15M | 1% | Mar 2026 |
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| Legacy Financial Group | 330k | $15M | 0% | Mar 2026 |
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| Ledgewood Wealth Advisors | 326k | $15M | 0% | Mar 2026 |
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| SRS Capital Advisors | 316k | $14M | 5% | Mar 2026 |
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| Farther Finance Advisors | 313k | $14M | 19% | Mar 2026 |
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| Great Point Wealth Advisors | 308k | $14M | 0% | Mar 2026 |
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| Park Avenue Securities | 307k | $14M | 23% | Mar 2026 |
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| North Capital | 304k | $14M | 4% | Mar 2026 |
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| Navigoe | 302k | $14M | 4% | Mar 2026 |
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| Jackson Thornton Asset Management | 299k | $14M | -1% | Mar 2026 |
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| Hutchinson Capital Management | 297k | $13M | -8% | Mar 2026 |
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| Royal Bank of Canada | 296k | $13M | -17% | Mar 2026 |
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| Assetmark | 287k | $13M | 0% | Mar 2026 |
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| Weinberger Asset Management | 285k | $13M | 10% | Mar 2026 |
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| Integrated Wealth Concepts | 270k | $12M | 1064% | Mar 2026 |
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| Centennial Bank | 268k | $12M | 9% | Mar 2026 |
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| Raymond James Financial | 258k | $12M | 9% | Dec 2025 |
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| AQR Capital Management | 256k | $12M | 73% | Mar 2026 |
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| Canopy Partners | 254k | $12M | 2% | Mar 2026 |
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| First Financial Group Corp | 252k | $11M | 2% | Mar 2026 |
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| Johnson Wealth Management | 251k | $11M | 100% | Mar 2026 |
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| BKD Wealth Advisors | 248k | $11M | -18% | Mar 2026 |
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| Cherrydale Wealth Management | 248k | $11M | -1% | Mar 2026 |
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| Mml Investors Services | 242k | $11M | -6% | Mar 2026 |
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| Lauer Wealth | 239k | $11M | 2% | Mar 2026 |
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| Firethorn Wealth Partners | 234k | $11M | 5% | Mar 2026 |
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| Sowell Financial Services | 228k | $10M | 7% | Mar 2026 |
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| HTG Investment Advisors | 228k | $10M | 14% | Mar 2026 |
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| Parkwoods Wealth Partners | 225k | $10M | 185% | Mar 2026 |
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| Oak Wealth Advisors | 225k | $10M | 2% | Mar 2026 |
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| Prodigy Asset Management | 225k | $10M | 28% | Mar 2026 |
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| VSM Wealth Advisory | 222k | $10M | 4% | Mar 2026 |
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| Frank. Day | 222k | $10M | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 222k | $10M | 14% | Mar 2026 |
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| Root Financial Partners | 220k | $9.9M | 44% | Mar 2026 |
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| Fmb Wealth Management | 217k | $9.8M | 0% | Mar 2026 |
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| Syverson Strege & Co | 217k | $9.8M | -12% | Mar 2026 |
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| IFP Advisors | 217k | $9.8M | 4% | Mar 2026 |
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| FinDec Wealth Services | 215k | $9.7M | -13% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 211k | $9.5M | -1% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 48k | $2.2M | -84% | 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 | 2.2M | $105M |
| Jpmorgan Chase & Co | Sep 2025 | 389k | $18M |