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 | 7.1M | $334M | 2% | Dec 2025 |
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| RVW Wealth | 4.6M | $209M | 3% | Mar 2026 |
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| Sageworth Trust Company | 4.5M | $211M | 4798% | Dec 2025 |
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| Resources Investment Advisors | 4.3M | $203M | 9% | Dec 2025 |
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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 | 3.3M | $155M | -3% | Dec 2025 |
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| Mars Jewett Financial Group | 3.1M | $149M | 100% | Dec 2025 |
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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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| Spinnaker Investment Group | 2.3M | $104M | -5% | Mar 2026 |
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| AE Wealth Management | 2.3M | $106M | -5% | Dec 2025 |
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| Apella Capital | 2.2M | $106M | 1878% | Mar 2026 |
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| Arista Wealth Management | 2.1M | $100M | 2% | Dec 2025 |
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| Elser Financial Planning | 2.0M | $89M | 100% | Mar 2026 |
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| Maseco | 1.8M | $83M | 27% | Mar 2026 |
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| Krilogy Financial | 1.8M | $87M | 3% | Mar 2026 |
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| WPWealth | 1.8M | $83M | 8% | Dec 2025 |
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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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| Buckingham Strategic Partners | 1.6M | $76M | -37% | Dec 2025 |
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| Savant Capital Management | 1.4M | $64M | 2% | Dec 2025 |
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| HB Wealth Management | 1.3M | $63M | -2% | Dec 2025 |
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| Amicus Financial Advisors | 1.3M | $57M | -1% | Mar 2026 |
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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 | $57M | 2% | Dec 2025 |
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| Cetera Investment Advisers | 1.2M | $56M | 30% | Dec 2025 |
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| Mariner Wealth Advisors | 1.1M | $53M | 5% | Dec 2025 |
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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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| Diversify Wealth Management | 1.1M | $54M | 0% | Dec 2025 |
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| Austin Wealth Management | 1.1M | $51M | -31% | 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 | $50M | 14% | Dec 2025 |
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| Brighton Jones | 995k | $47M | 2% | Dec 2025 |
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| Curio Wealth | 967k | $46M | 12% | Dec 2025 |
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| Financial Connections Group | 966k | $45M | 29% | Dec 2025 |
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| TCP Asset Management | 950k | $43M | 1% | Mar 2026 |
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| EP Wealth Advisors | 935k | $44M | 100% | Dec 2025 |
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| Moneta Group Investment Advisors | 909k | $43M | 1% | Dec 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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| CI Private Wealth | 882k | $41M | -4% | Dec 2025 |
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| Advisory Alpha | 881k | $41M | 5% | Dec 2025 |
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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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| Note Advisors | 861k | $41M | 6% | Dec 2025 |
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| Fonville Wealth Management | 847k | $38M | -1% | Mar 2026 |
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| VeraBank | 842k | $39M | 4% | Dec 2025 |
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| Sontag Advisory | 825k | $39M | -1% | Dec 2025 |
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| Highland Financial Advisors | 810k | $37M | 9% | Mar 2026 |
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| Liberty Wealth Management | 804k | $38M | -1% | Dec 2025 |
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| Plan | 793k | $37M | 0% | Mar 2026 |
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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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| 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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| Bay Harbor Wealth Management | 708k | $32M | 5% | Mar 2026 |
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| Creative Planning | 696k | $33M | 1% | Dec 2025 |
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| Zhang Financial | 674k | $32M | 3% | Dec 2025 |
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| Private Wealth Management Group | 673k | $30M | 17% | Mar 2026 |
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| UBS Group | 665k | $31M | -8% | Dec 2025 |
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| Pathstone Holdings | 664k | $31M | 8% | Dec 2025 |
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| CVA Family Office | 650k | $30M | 34% | Dec 2025 |
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| Spectrum Investment Advisors | 646k | $29M | 4% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 632k | $30M | 0% | Dec 2025 |
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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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| Awm Capital | 590k | $28M | -5% | Dec 2025 |
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| M Wealth Management | 590k | $28M | 0% | Dec 2025 |
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| MAI Wealth Advisors | 589k | $28M | 7% | Dec 2025 |
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| Kure Advisory | 588k | $27M | 4% | Mar 2026 |
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| Advisor Group Holdings | 585k | $27M | 2% | Dec 2025 |
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| Allegiance Financial Group Advisory Services | 580k | $27M | 8% | Dec 2025 |
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| Shira Ridge Wealth Management | 564k | $26M | 2% | Mar 2026 |
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| Heritage Investment Group | 564k | $26M | 5% | Dec 2025 |
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| Stifel Financial | 547k | $26M | -6% | Dec 2025 |
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| Morling Financial Advisors | 531k | $25M | 2% | Dec 2025 |
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| Envestnet Asset Management | 505k | $24M | 9% | Dec 2025 |
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| Envision Financial Planning | 500k | $23M | -2% | Dec 2025 |
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| Quantum Financial Advisors | 488k | $22M | -9% | Mar 2026 |
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| JFS Wealth Advisors | 486k | $22M | 3% | Mar 2026 |
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| Baird Financial | 457k | $21M | 18% | Dec 2025 |
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| Entrewealth | 457k | $22M | 11% | Dec 2025 |
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| Mission Wealth Management | 442k | $21M | -8% | 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 | 412k | $19M | 13% | Dec 2025 |
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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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| Tassel Capital Management | 393k | $18M | 5% | 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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| Tortoise Investment Management | 368k | $17M | 0% | Dec 2025 |
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| Prudent Man Investment Management | 365k | $17M | -3% | Dec 2025 |
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| Jacobi Capital Management | 345k | $16M | 0% | Dec 2025 |
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| Clarity Capital Advisors | 343k | $16M | 3% | Mar 2026 |
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| Security Financial Services | 332k | $16M | 1% | Dec 2025 |
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| Legacy Financial Group | 328k | $15M | -2% | Dec 2025 |
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| Ledgewood Wealth Advisors | 326k | $15M | 0% | Mar 2026 |
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| Mercer Global Advisors | 325k | $15M | -5% | Dec 2025 |
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| Hutchinson Capital Management | 324k | $15M | 25% | Dec 2025 |
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| Farther Finance Advisors | 313k | $14M | 19% | Mar 2026 |
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| Great Point Wealth Advisors | 310k | $15M | -1% | Dec 2025 |
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| Park Avenue Securities | 307k | $14M | 23% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 306k | $14M | 752% | Dec 2025 |
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| BKD Wealth Advisors | 302k | $14M | -8% | Dec 2025 |
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| Jackson Thornton Asset Management | 302k | $14M | -1% | Dec 2025 |
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| SRS Capital Advisors | 301k | $14M | 100% | Dec 2025 |
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| Sollinda Capital Management | 296k | $14M | 7% | Dec 2025 |
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| North Capital | 292k | $14M | 5% | Dec 2025 |
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| Navigoe | 290k | $14M | 3% | Dec 2025 |
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| Assetmark | 286k | $13M | -3% | Dec 2025 |
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| Mml Investors Services | 259k | $12M | -1% | Dec 2025 |
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| Weinberger Asset Management | 259k | $12M | 11% | Dec 2025 |
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| Raymond James Financial | 258k | $12M | 9% | Dec 2025 |
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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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| Canopy Partners | 250k | $12M | 10% | Dec 2025 |
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| Cherrydale Wealth Management | 248k | $11M | -1% | Mar 2026 |
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| FinDec Wealth Services | 246k | $12M | -7% | Dec 2025 |
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| Centennial Bank | 246k | $12M | -9% | Dec 2025 |
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| Syverson Strege & Co | 246k | $12M | -6% | Dec 2025 |
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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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| Parkwoods Wealth Partners | 225k | $10M | 185% | Mar 2026 |
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| Oak Wealth Advisors | 225k | $10M | 2% | Mar 2026 |
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| Frank. Day | 222k | $10M | -2% | Dec 2025 |
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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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| IFP Advisors | 217k | $9.8M | 4% | Mar 2026 |
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| VSM Wealth Advisory | 215k | $10M | 1% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 211k | $9.5M | -1% | Mar 2026 |
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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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| American Capital Advisory | 192k | $9.0M | -2% | Dec 2025 |
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| Semitam Bonam | 187k | $8.4M | 5% | Mar 2026 |
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| International Private Wealth Advisors | 186k | $8.4M | 23% | Mar 2026 |
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| Larry Mathis Financial Planning | 184k | $8.3M | 98% | Mar 2026 |
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| AlTi Global | 167k | $7.8M | -24% | Dec 2025 |
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| Tableaux | 105k | $4.9M | -50% | Dec 2025 |
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| Integrated Wealth Concepts | 23k | $1.1M | -91% | 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 | 2.2M | $105M |
| Kovitz Investment Group Partners | Sep 2025 | 1.0M | $46M |
| Seven Mile Advisory | Dec 2025 | 188k | $8.8M |