Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 7.6M | $393M | 3% | Jun 2026 |
|
| RVW Wealth | 4.8M | $249M | 4% | Jun 2026 |
|
| Resources Investment Advisors | 4.6M | $236M | 3% | Jun 2026 |
|
| Sageworth Trust Company | 4.4M | $230M | -1% | Jun 2026 |
|
| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 4.4M | $225M | 18% | Jun 2026 |
|
| Hanson McClain Advisors | 3.9M | $204M | -1% | Jun 2026 |
|
| Aquire Wealth Advisors | 3.6M | $187M | 6% | Jun 2026 |
|
| Colony | 3.5M | $183M | 1% | Jun 2026 |
|
| MAI Wealth Advisors | 3.3M | $169M | 370% | Jun 2026 |
|
| Mars Jewett Financial Group | 3.3M | $169M | 5% | Jun 2026 |
|
| Modera Wealth Management | 3.1M | $162M | -3% | Jun 2026 |
|
| Sym Financial Corporation | 3.0M | $157M | 2359% | Jun 2026 |
|
| Beacon Pointe Advisors | 2.9M | $152M | 5% | Jun 2026 |
|
| Kooman & Associates | 2.9M | $148M | 0% | Jun 2026 |
|
| Spinnaker Investment Group | 2.6M | $137M | 15% | Jun 2026 |
|
| Blankinship & Foster | 2.6M | $134M | -2% | Jun 2026 |
|
| AE Wealth Management | 2.4M | $124M | 3% | Jun 2026 |
|
| Apella Capital | 2.1M | $110M | -1% | Jun 2026 |
|
| Savant Capital Management | 2.1M | $109M | 10% | Jun 2026 |
|
| Arista Wealth Management | 2.1M | $109M | 2% | Jun 2026 |
|
| Maseco | 2.0M | $106M | 11% | Jun 2026 |
|
| Elser Financial Planning | 2.0M | $103M | 0% | Jun 2026 |
|
| WPWealth | 1.8M | $94M | -2% | Jun 2026 |
|
| 55 North Private Wealth | 1.8M | $93M | 7% | Jun 2026 |
|
| Buckingham Strategic Partners | 1.8M | $92M | -3% | Jun 2026 |
|
| Pioneer Wealth Management Group | 1.7M | $89M | 6% | Jun 2026 |
|
| Krilogy Financial | 1.7M | $86M | -7% | Jun 2026 |
|
| Pandowealth | 1.5M | $55M | 5% | Mar 2026 |
|
| Cetera Investment Advisers | 1.4M | $71M | 10% | Jun 2026 |
|
| Hill Island Financial | 1.3M | $66M | 1% | Jun 2026 |
|
| Commonwealth Equity Services | 1.3M | $65M | 4% | Jun 2026 |
|
| HB Wealth Management | 1.3M | $65M | -2% | Jun 2026 |
|
| Amicus Financial Advisors | 1.2M | $61M | -8% | Jun 2026 |
|
| Billeaud Capital Management | 1.2M | $59M | -3% | Jun 2026 |
|
| Mariner Wealth Advisors | 1.1M | $59M | -3% | Jun 2026 |
|
| Meridian Wealth Partners | 1.1M | $59M | 2% | Jun 2026 |
|
| Sterling Wealth Advisors | 1.1M | $59M | 3% | Jun 2026 |
|
| LPL Financial | 1.1M | $58M | 7% | Jun 2026 |
|
| Austin Wealth Management | 1.1M | $58M | 1% | Jun 2026 |
|
| Curio Wealth | 1.1M | $57M | 5% | Jun 2026 |
|
| Diversify Wealth Management | 1.1M | $56M | -1% | Jun 2026 |
|
| Diversify Advisory Services | 1.1M | $56M | 100% | Jun 2026 |
|
| Essential Planning | 1.1M | $56M | -5% | Jun 2026 |
|
| Keating Financial Advisory Services | 1.1M | $55M | 15% | Jun 2026 |
|
| Note Advisors | 1.1M | $55M | 13% | Jun 2026 |
|
| Brighton Jones | 1.0M | $53M | 2% | Jun 2026 |
|
| AlphaStar Capital Management | 999k | $52M | 14% | Jun 2026 |
|
| Alpha Financial Advisors | 990k | $51M | 4% | Jun 2026 |
|
| VeraBank | 971k | $50M | 10% | Jun 2026 |
|
| Financial Connections Group | 963k | $43M | 0% | Mar 2026 |
|
| Valued Wealth Advisors | 960k | $50M | 0% | Jun 2026 |
|
| TCP Asset Management | 958k | $50M | 1% | Jun 2026 |
|
| CVA Family Office | 949k | $49M | 14% | Jun 2026 |
|
| AdvisorNet Financial | 934k | $48M | -12% | Jun 2026 |
|
| Advisory Alpha | 913k | $47M | 8% | Jun 2026 |
|
| Moneta Group Investment Advisors | 900k | $47M | 0% | Jun 2026 |
|
| CI Private Wealth | 897k | $46M | -2% | Jun 2026 |
|
| EP Wealth Advisors | 890k | $46M | -2% | Jun 2026 |
|
| SC&H Financial Advisors | 884k | $46M | 1% | Jun 2026 |
|
| Plan | 868k | $45M | 9% | Jun 2026 |
|
| Fonville Wealth Management | 840k | $43M | -1% | Jun 2026 |
|
| ACT Advisors | 816k | $42M | 14% | Jun 2026 |
|
| Live Oak Private Wealth | 803k | $42M | 100% | Jun 2026 |
|
| Highland Financial Advisors | 795k | $41M | -2% | Jun 2026 |
|
| Two West Capital Advisors | 790k | $41M | 0% | Jun 2026 |
|
| Timonier Family Office | 790k | $41M | 2% | Jun 2026 |
|
| Baird Financial | 748k | $39M | 16% | Jun 2026 |
|
| Envestnet Asset Management | 738k | $38M | 17% | Jun 2026 |
|
| Physician Wealth Solutions | 735k | $38M | 3% | Jun 2026 |
|
| Yardley Wealth Management | 732k | $38M | 3% | Jun 2026 |
|
| Sontag Advisory | 728k | $38M | -11% | Jun 2026 |
|
| Liberty Wealth Management | 719k | $33M | 0% | Jun 2026 |
|
| Bay Harbor Wealth Management | 710k | $37M | 0% | Jun 2026 |
|
| Private Wealth Management Group | 709k | $37M | 5% | Jun 2026 |
|
| Creative Planning | 705k | $37M | -1% | Jun 2026 |
|
| Pathstone Holdings | 702k | $36M | 3% | Jun 2026 |
|
| Zhang Financial | 688k | $36M | -3% | Jun 2026 |
|
| Allegiance Financial Group Advisory Services | 674k | $35M | 9% | Jun 2026 |
|
| UBS Group | 648k | $34M | 2% | Jun 2026 |
|
| Kure Advisory | 631k | $33M | 7% | Jun 2026 |
|
| Advisor Group Holdings | 629k | $33M | 5% | Jun 2026 |
|
| Keystone Financial Group | 621k | $32M | 2% | Jun 2026 |
|
| Spectrum Investment Advisors | 620k | $32M | -4% | Jun 2026 |
|
| Mercer Global Advisors | 607k | $31M | 9% | Jun 2026 |
|
| M Wealth Management | 596k | $31M | -4% | Jun 2026 |
|
| Bank of America Corporation | 584k | $30M | 3% | Jun 2026 |
|
| Heritage Investment Group | 580k | $30M | 1% | Jun 2026 |
|
| Shira Ridge Wealth Management | 569k | $29M | 1% | Jun 2026 |
|
| Awm Capital | 567k | $29M | -3% | Jun 2026 |
|
| Stifel Financial | 555k | $29M | -1% | Jun 2026 |
|
| Morling Financial Advisors | 541k | $28M | 0% | Jun 2026 |
|
| Betterment | 536k | $28M | -4% | Jun 2026 |
|
| Sax Wealth Advisors | 531k | $24M | 26% | Jun 2026 |
|
| Schwarz Dygos Wheeler Investment Advisors | 528k | $27M | 1% | Jun 2026 |
|
| Envision Financial Planning | 525k | $27M | 0% | Jun 2026 |
|
| Mission Wealth Management | 522k | $27M | 11% | Jun 2026 |
|
| SRS Capital Advisors | 518k | $27M | 64% | Jun 2026 |
|
| Entrewealth | 511k | $27M | 5% | Jun 2026 |
|
| JFS Wealth Advisors | 498k | $26M | 3% | Jun 2026 |
|
| Quantum Financial Advisors | 495k | $26M | 1% | Jun 2026 |
|
| Royal Bank of Canada | 492k | $25M | 66% | Jun 2026 |
|
| Tassel Capital Management | 467k | $24M | 19% | Jun 2026 |
|
| Jpmorgan Chase & Co | 445k | $23M | 100% | Jun 2026 |
|
| Claris Advisors, Llc / Mo / | 421k | $22M | -3% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 419k | $22M | 2% | Jun 2026 |
|
| Perigon Wealth Management | 414k | $21M | 1% | Jun 2026 |
|
| Stadion Money Management | 412k | $21M | -9% | Jun 2026 |
|
| Tortoise Investment Management | 404k | $21M | 1% | Jun 2026 |
|
| Park Avenue Securities | 404k | $21M | 31% | Jun 2026 |
|
| Jacobi Capital Management | 402k | $21M | 5% | Jun 2026 |
|
| UMA Financial Services | 379k | $20M | -1% | Jun 2026 |
|
| Maryland Capital Advisors | 379k | $20M | 1% | Jun 2026 |
|
| Sollinda Capital Management | 377k | $20M | 12% | Jun 2026 |
|
| Raymond James Financial | 360k | $19M | 26% | Jun 2026 |
|
| Prudent Man Investment Management | 341k | $16M | -7% | Jun 2026 |
|
| Security Financial Services | 333k | $17M | -1% | Jun 2026 |
|
| Weinberger Asset Management | 321k | $17M | 13% | Jun 2026 |
|
| Ledgewood Wealth Advisors | 318k | $16M | -2% | Jun 2026 |
|
| Navigoe | 316k | $16M | 5% | Jun 2026 |
|
| North Capital | 314k | $16M | 3% | Jun 2026 |
|
| Clarity Capital Advisors | 312k | $16M | -9% | Jun 2026 |
|
| Legacy Financial Group | 311k | $16M | -6% | Jun 2026 |
|
| Great Point Wealth Advisors | 306k | $16M | -1% | Jun 2026 |
|
| Hutchinson Capital Management | 302k | $16M | 2% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 301k | $16M | 100% | Jun 2026 |
|
| Assetmark | 299k | $16M | 4% | Jun 2026 |
|
| Farther Finance Advisors | 298k | $15M | -5% | Jun 2026 |
|
| Jackson Thornton Asset Management | 295k | $15M | -1% | Jun 2026 |
|
| AQR Capital Management | 269k | $14M | 5% | Jun 2026 |
|
| Centennial Bank | 269k | $14M | 0% | Jun 2026 |
|
| Integrated Wealth Concepts | 266k | $14M | -2% | Jun 2026 |
|
| Mml Investors Services | 260k | $13M | 7% | Jun 2026 |
|
| Larry Mathis Financial Planning | 255k | $13M | 39% | Jun 2026 |
|
| Canopy Partners | 252k | $13M | -1% | Jun 2026 |
|
| Firethorn Wealth Partners | 252k | $13M | 8% | Jun 2026 |
|
| Lauer Wealth | 252k | $13M | 5% | Jun 2026 |
|
| First Financial Group Corp | 251k | $13M | 0% | Jun 2026 |
|
| Johnson Wealth Management | 248k | $13M | -1% | Jun 2026 |
|
| Cherrydale Wealth Management | 248k | $13M | 0% | Jun 2026 |
|
| IFP Advisors | 246k | $13M | 14% | Jun 2026 |
|
| Sowell Financial Services | 233k | $12M | 2% | Jun 2026 |
|
| BKD Wealth Advisors | 232k | $12M | -6% | Jun 2026 |
|
| Prodigy Asset Management | 229k | $12M | 2% | Jun 2026 |
|
| HTG Investment Advisors | 229k | $12M | 0% | Jun 2026 |
|
| VSM Wealth Advisory | 226k | $12M | 2% | Jun 2026 |
|
| Oak Wealth Advisors | 223k | $12M | -1% | Jun 2026 |
|
| Fmb Wealth Management | 217k | $11M | 0% | Jun 2026 |
|
| Glass Jacobson Investment Advisors | 214k | $11M | -4% | Jun 2026 |
|
| Parkwoods Wealth Partners | 212k | $11M | -6% | Jun 2026 |
|
| Pacific Asset Management | 212k | $11M | 4% | Jun 2026 |
|
| U.S. Capital Wealth Advisors | 211k | $9.5M | -1% | Mar 2026 |
|
| FinDec Wealth Services | 202k | $11M | -6% | Jun 2026 |
|
| Syverson Strege & Co | 202k | $10M | -7% | Jun 2026 |
|
| Root Financial Partners | 195k | $10M | -11% | Jun 2026 |
|
| Lido Advisors | 174k | $9.0M | -51% | Jun 2026 |
|
| Frank. Day | 33k | $1.7M | -85% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evoke Wealth | Mar 2026 | 2.5M | $115M |