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 | 7.0M | $321M | 5% | Sep 2025 |
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| RVW Wealth | 4.5M | $206M | 4% | Sep 2025 |
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| Resources Investment Advisors | 4.0M | $183M | 6% | Sep 2025 |
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| Hanson McClain Advisors | 4.0M | $183M | 5% | Sep 2025 |
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| Aquire Wealth Advisors | 3.3M | $155M | -8% | Dec 2025 |
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| Modera Wealth Management | 3.3M | $155M | -3% | Dec 2025 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 2.9M | $134M | 100% | Dec 2025 |
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| Kooman & Associates | 2.8M | $132M | 2% | Dec 2025 |
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| Blankinship & Foster | 2.7M | $124M | -3% | Dec 2025 |
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| Buckingham Strategic Partners | 2.6M | $119M | 24% | Sep 2025 |
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| Spinnaker Investment Group | 2.4M | $114M | 1% | Dec 2025 |
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| Evoke Wealth | 2.4M | $112M | 18% | Dec 2025 |
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| Colony | 2.3M | $107M | 0% | Sep 2025 |
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| AE Wealth Management | 2.3M | $106M | -5% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 2.2M | $105M | 7% | Dec 2025 |
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| Hemington Wealth Management | 2.2M | $100M | 3% | Sep 2025 |
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| Arista Wealth Management | 2.1M | $100M | 2% | Dec 2025 |
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| Krilogy Financial | 1.7M | $83M | 2% | Dec 2025 |
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| WPWealth | 1.6M | $75M | 100% | Sep 2025 |
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| Austin Wealth Management | 1.6M | $77M | 4% | Dec 2025 |
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| 55 North Private Wealth | 1.6M | $75M | 100% | Dec 2025 |
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| Pioneer Wealth Management Group | 1.5M | $69M | 5% | Dec 2025 |
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| Maseco | 1.4M | $68M | 17% | Dec 2025 |
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| Savant Capital Management | 1.4M | $62M | 7% | Sep 2025 |
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| HB Wealth Management | 1.3M | $63M | -2% | Dec 2025 |
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| Billeaud Capital Management | 1.3M | $60M | -1% | Dec 2025 |
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| Hill Island Financial | 1.2M | $58M | 3% | Dec 2025 |
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| Commonwealth Equity Services | 1.2M | $55M | -8% | Sep 2025 |
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| Essential Planning | 1.2M | $55M | -5% | Dec 2025 |
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| Diversify Wealth Management | 1.1M | $52M | -6% | Sep 2025 |
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| Meridian Wealth Partners | 1.1M | $51M | -39% | Sep 2025 |
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| Sterling Wealth Advisors | 1.1M | $52M | 5% | Dec 2025 |
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| Mariner Wealth Advisors | 1.1M | $50M | 1% | Sep 2025 |
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| Kovitz Investment Group Partners | 1.0M | $46M | 12% | Sep 2025 |
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| PBMares Wealth Management | 1.0M | $46M | 10% | Sep 2025 |
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| Brighton Jones | 995k | $47M | 2% | Dec 2025 |
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| Financial Connections Group | 966k | $45M | 29% | Dec 2025 |
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| TCP Asset Management | 943k | $44M | 3% | Dec 2025 |
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| LPL Financial | 928k | $42M | 12% | Sep 2025 |
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| CI Private Wealth | 918k | $42M | -3% | Sep 2025 |
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| Cetera Investment Advisers | 915k | $42M | 19% | Sep 2025 |
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| Alpha Financial Advisors | 904k | $42M | 12% | Dec 2025 |
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| Valued Wealth Advisors | 902k | $42M | 1% | Dec 2025 |
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| AdvisorNet Financial | 902k | $41M | -2% | Sep 2025 |
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| Moneta Group Investment Advisors | 899k | $41M | 100% | Sep 2025 |
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| Advisory Alpha | 881k | $41M | 5% | Dec 2025 |
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| Curio Wealth | 865k | $40M | 5% | Sep 2025 |
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| Fonville Wealth Management | 853k | $40M | 2% | Dec 2025 |
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| Stadion Money Management | 845k | $39M | -5% | Sep 2025 |
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| Sontag Advisory | 830k | $38M | -3% | Sep 2025 |
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| SC&H Financial Advisors | 814k | $37M | 0% | Sep 2025 |
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| VeraBank | 812k | $37M | 7% | Sep 2025 |
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| Note Advisors | 809k | $37M | 5% | Sep 2025 |
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| Liberty Wealth Management | 804k | $38M | -1% | Dec 2025 |
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| Plan | 795k | $36M | 0% | Sep 2025 |
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| Two West Capital Advisors | 788k | $37M | -1% | Dec 2025 |
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| Timonier Family Office | 777k | $36M | 7% | Dec 2025 |
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| AlphaStar Capital Management | 776k | $36M | 69% | Dec 2025 |
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| Highland Financial Advisors | 744k | $35M | 2% | Dec 2025 |
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| Creative Planning | 692k | $32M | 3% | Sep 2025 |
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| Bay Harbor Wealth Management | 674k | $32M | 2% | Dec 2025 |
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| UBS Group | 665k | $31M | -8% | Dec 2025 |
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| Yardley Wealth Management | 663k | $30M | -10% | Sep 2025 |
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| Physician Wealth Solutions | 657k | $31M | 1% | Dec 2025 |
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| ACT Advisors | 656k | $31M | 6% | Dec 2025 |
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| Zhang Financial | 656k | $30M | 5% | Sep 2025 |
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| CVA Family Office | 650k | $30M | 34% | Dec 2025 |
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| Betterment | 635k | $29M | -5% | Sep 2025 |
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| Keystone Financial Group | 634k | $30M | 2% | Dec 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 632k | $29M | 2% | Sep 2025 |
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| Awm Capital | 622k | $28M | -4% | Sep 2025 |
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| Spectrum Investment Advisors | 621k | $29M | -1% | Dec 2025 |
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| Pathstone Holdings | 613k | $28M | 16% | Sep 2025 |
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| M Wealth Management | 590k | $28M | 0% | Dec 2025 |
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| Stifel Financial | 582k | $27M | 0% | Sep 2025 |
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| Private Wealth Management Group | 574k | $27M | 10% | Dec 2025 |
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| Advisor Group Holdings | 572k | $26M | 7% | Sep 2025 |
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| Kure Advisory | 566k | $27M | 1% | Dec 2025 |
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| Heritage Investment Group | 564k | $26M | 5% | Dec 2025 |
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| Shira Ridge Wealth Management | 554k | $26M | 6% | Dec 2025 |
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| MAI Wealth Advisors | 549k | $25M | 5% | Sep 2025 |
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| Allegiance Financial Group Advisory Services | 539k | $25M | 12% | Sep 2025 |
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| Quantum Financial Advisors | 536k | $25M | 3% | Dec 2025 |
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| Morling Financial Advisors | 531k | $25M | 2% | Dec 2025 |
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| Beacon Pointe Advisors | 514k | $24M | 177% | Sep 2025 |
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| Envision Financial Planning | 511k | $23M | 4% | Sep 2025 |
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| JFS Wealth Advisors | 471k | $22M | 3% | Dec 2025 |
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| Envestnet Asset Management | 463k | $21M | -18% | Sep 2025 |
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| Mission Wealth Management | 442k | $21M | -8% | Dec 2025 |
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| Claris Advisors, Llc / Mo / | 434k | $20M | -5% | Dec 2025 |
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| Sax Wealth Advisors | 422k | $20M | -4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 412k | $19M | 13% | Dec 2025 |
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| Entrewealth | 412k | $19M | 15% | Sep 2025 |
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| Perigon Wealth Management | 410k | $19M | 3% | Dec 2025 |
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| Jpmorgan Chase & Co | 389k | $18M | 100% | Sep 2025 |
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| Baird Financial | 388k | $18M | 95% | Sep 2025 |
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| UMA Financial Services | 380k | $18M | -1% | Dec 2025 |
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| Prudent Man Investment Management | 376k | $15M | 0% | Sep 2025 |
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| Tortoise Investment Management | 368k | $17M | 0% | Dec 2025 |
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| Willow Creek Wealth Management | 366k | $17M | -1% | Sep 2025 |
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| Tassel Capital Management | 363k | $17M | 3% | Sep 2025 |
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| Maryland Capital Advisors | 359k | $16M | 14% | Sep 2025 |
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| Royal Bank of Canada | 355k | $16M | 8% | Sep 2025 |
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| Jacobi Capital Management | 345k | $16M | 7% | Sep 2025 |
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| Mercer Global Advisors | 343k | $16M | -17% | Sep 2025 |
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| Live Oak Private Wealth | 332k | $16M | 7% | Dec 2025 |
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| Security Financial Services | 332k | $16M | 1% | Dec 2025 |
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| BKD Wealth Advisors | 329k | $15M | -13% | Sep 2025 |
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| Legacy Financial Group | 328k | $15M | -2% | Dec 2025 |
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| Ledgewood Wealth Advisors | 324k | $15M | -3% | Dec 2025 |
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| Binnacle Investments | 319k | $15M | 2% | Sep 2025 |
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| Clarity Capital Advisors | 315k | $14M | 4% | Sep 2025 |
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| Great Point Wealth Advisors | 310k | $15M | -1% | Dec 2025 |
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| Jackson Thornton Asset Management | 302k | $14M | -1% | Dec 2025 |
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| Sollinda Capital Management | 296k | $14M | 7% | Dec 2025 |
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| Assetmark | 286k | $13M | -3% | Dec 2025 |
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| Navigoe | 282k | $13M | 13% | Sep 2025 |
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| North Capital | 278k | $13M | 5% | Sep 2025 |
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| Integrated Wealth Concepts | 272k | $12M | 1% | Sep 2025 |
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| Centennial Bank | 270k | $12M | 4% | Sep 2025 |
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| FinDec Wealth Services | 264k | $12M | -6% | Sep 2025 |
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| Farther Finance Advisors | 264k | $12M | 18% | Dec 2025 |
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| Mml Investors Services | 261k | $12M | 0% | Sep 2025 |
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| Hutchinson Capital Management | 259k | $12M | 6% | Sep 2025 |
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| Cherrydale Wealth Management | 250k | $12M | 0% | Dec 2025 |
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| Park Avenue Securities | 250k | $12M | 29% | Dec 2025 |
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| First Financial Group Corp | 248k | $12M | -3% | Dec 2025 |
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| Syverson Strege & Co | 246k | $12M | -6% | Dec 2025 |
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| Raymond James Financial | 237k | $11M | -9% | Sep 2025 |
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| Lauer Wealth | 235k | $11M | -4% | Dec 2025 |
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| Weinberger Asset Management | 234k | $11M | 3% | Sep 2025 |
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| Canopy Partners | 228k | $10M | 9% | Sep 2025 |
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| Frank. Day | 227k | $10M | 1% | Sep 2025 |
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| Oak Wealth Advisors | 227k | $10M | 1% | Sep 2025 |
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| Firethorn Wealth Partners | 222k | $10M | -8% | Dec 2025 |
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| AlTi Global | 220k | $10M | 0% | Sep 2025 |
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| Fmb Wealth Management | 218k | $10M | 0% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 212k | $9.9M | -1% | Dec 2025 |
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| VSM Wealth Advisory | 212k | $9.7M | 87% | Sep 2025 |
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| Tableaux | 209k | $9.6M | 92% | Sep 2025 |
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| IFP Advisors | 208k | $9.8M | 2% | Dec 2025 |
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| Pacific Asset Management | 204k | $9.5M | -1% | Dec 2025 |
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| Chicago Partners Investment | 202k | $9.6M | 0% | Dec 2025 |
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| HTG Investment Advisors | 199k | $9.3M | 14% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 194k | $9.1M | 16% | Dec 2025 |
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| American Capital Advisory | 192k | $9.0M | -2% | Dec 2025 |
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| Sowell Financial Services | 184k | $8.4M | 21% | Sep 2025 |
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| Abel Hall | 184k | $8.4M | 0% | Sep 2025 |
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| CLS Investments | 179k | $8.2M | 6% | Sep 2025 |
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| Semitam Bonam | 177k | $8.3M | 19% | Dec 2025 |
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| Private Advisor | 176k | $8.1M | -1% | Sep 2025 |
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| Ark & Tlk Investments | 164k | $7.5M | -8% | Sep 2025 |
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| Kestra Advisory Services | 101k | $4.6M | -70% | Sep 2025 |
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| Foundations Investment Advisors | 39k | $1.8M | -79% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 316k | $13M |