Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAX
- CUSIP Number: 25434v880
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 11M | $344M | 6% | Sep 2025 |
|
| Alerus Financial | 8.4M | $263M | 137% | Sep 2025 |
|
| LPL Financial | 8.1M | $254M | 1% | Sep 2025 |
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| Geometric Wealth Advisors | 7.3M | $229M | 4% | Sep 2025 |
|
| Hanson McClain Advisors | 6.9M | $215M | 9% | Sep 2025 |
|
| Envestnet Asset Management | 6.7M | $209M | -12% | Sep 2025 |
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| Monograph Wealth Advisors | 6.0M | $187M | 4% | Sep 2025 |
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| Commonwealth Equity Services | 4.8M | $151M | -2% | Sep 2025 |
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| Factory Mutual Insurance Company | 4.8M | $151M | 68% | Sep 2025 |
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| Great Waters Wealth Management | 4.5M | $142M | 4% | Sep 2025 |
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| Plan | 4.1M | $127M | -1% | Sep 2025 |
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| Royal Bank of Canada | 3.8M | $120M | -6% | Sep 2025 |
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| JFS Wealth Advisors | 3.8M | $118M | -1% | Sep 2025 |
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| Triune Financial Partners | 3.7M | $116M | 1% | Sep 2025 |
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| Brian McDonald | 3.4M | $107M | -1% | Sep 2025 |
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| Buckingham Strategic Partners | 3.0M | $96M | -17% | Sep 2025 |
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| Assetmark | 2.9M | $91M | 1% | Sep 2025 |
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| Planning Center | 2.8M | $88M | -2% | Sep 2025 |
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| D.A. Davidson & Co. | 2.8M | $88M | 1% | Sep 2025 |
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| Pathstone Holdings | 2.8M | $88M | -7% | Sep 2025 |
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| Cobblestone Capital Advisors | 2.8M | $87M | 0% | Sep 2025 |
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| Core Wealth Management | 2.4M | $76M | 1% | Sep 2025 |
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| GeoWealth Management | 2.4M | $75M | -2% | Sep 2025 |
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| Evanson Asset Management | 2.4M | $74M | -1% | Sep 2025 |
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| New Capital Management | 2.3M | $73M | 0% | Sep 2025 |
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| Morton Capital Management | 2.2M | $69M | 1% | Sep 2025 |
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| Tumwater Wealth Management | 2.2M | $68M | -3% | Sep 2025 |
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| UBS Group | 2.2M | $68M | -17% | Sep 2025 |
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| Creative Capital Management Investments | 2.1M | $66M | 7% | Sep 2025 |
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| Capstone Financial Advisors | 2.1M | $66M | 0% | Sep 2025 |
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| Asset Dedication | 2.0M | $64M | -4% | Sep 2025 |
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| Greenspring Advisors | 2.0M | $63M | 14% | Sep 2025 |
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| Glassman Wealth Services | 1.9M | $60M | 2% | Sep 2025 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.8M | $58M | -1% | Sep 2025 |
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| BetterWealth | 1.8M | $57M | -2% | Sep 2025 |
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| Cardinal Point Capital Management, ULC | 1.8M | $56M | 5% | Sep 2025 |
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| Confluence Wealth Services | 1.7M | $53M | 3% | Sep 2025 |
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| Baker Boyer National Bank | 1.7M | $53M | 0% | Sep 2025 |
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| Trellis Wealth Advisors | 1.6M | $52M | -1% | Sep 2025 |
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| Raymond James Financial | 1.6M | $50M | 12% | Sep 2025 |
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| HFM Investment Advisors | 1.6M | $49M | 0% | Sep 2025 |
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| Jackson Thornton Asset Management | 1.5M | $47M | -3% | Sep 2025 |
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| Altiora Financial Group | 1.4M | $45M | -1% | Sep 2025 |
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| Financial Symmetry | 1.4M | $42M | 4% | Jun 2025 |
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| LRI Investments | 1.4M | $43M | 10% | Sep 2025 |
|
| Financial Engines Advisors L.L.C | 1.4M | $43M | 3% | Sep 2025 |
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| ShankerValleau Wealth Advisors | 1.3M | $42M | 0% | Sep 2025 |
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| Master's Wealth Management | 1.3M | $42M | 0% | Sep 2025 |
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| BlueSky Wealth Advisors | 1.3M | $41M | -1% | Sep 2025 |
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| N.E.W. Advisory Services | 1.3M | $41M | 4% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 1.3M | $40M | -6% | Sep 2025 |
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| Strathmore Capital Advisors | 1.2M | $39M | 3% | Sep 2025 |
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| Cardiff Park Advisors | 1.2M | $39M | -8% | Sep 2025 |
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| Private Advisor | 1.2M | $36M | 0% | Sep 2025 |
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| Apella Capital | 1.2M | $37M | -1% | Sep 2025 |
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| Onyx Financial Advisors | 1.1M | $36M | 0% | Sep 2025 |
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| Babb Wealth Advisors | 1.1M | $36M | 4% | Sep 2025 |
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| Forum Financial Management | 1.1M | $35M | -4% | Sep 2025 |
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| Vance Wealth | 1.1M | $35M | 0% | Sep 2025 |
|
| RFG Advisory | 1.0M | $33M | -30% | Sep 2025 |
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| Warburton Capital Management | 1.0M | $33M | -7% | Sep 2025 |
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| HighTower Advisors | 1.0M | $31M | 7% | Sep 2025 |
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| Meridian Wealth Partners | 946k | $30M | -1% | Sep 2025 |
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| TCI Wealth Advisors | 905k | $28M | -3% | Sep 2025 |
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| Resources Investment Advisors | 867k | $27M | -1% | Sep 2025 |
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| Shearwater Capital | 849k | $27M | 1% | Sep 2025 |
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| Ohe Financial | 849k | $27M | 9% | Sep 2025 |
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| Accredited Investor Services | 849k | $27M | 2% | Sep 2025 |
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| Cetera Investment Advisers | 844k | $27M | 36% | Sep 2025 |
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| Savant Capital Management | 804k | $25M | 19% | Sep 2025 |
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| Sensible Money | 804k | $25M | -2% | Sep 2025 |
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| RWM Asset Management | 790k | $25M | 5% | Sep 2025 |
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| Citadel Advisors | 771k | $24M | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 770k | $24M | -4% | Sep 2025 |
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| Momentous Wealth Management | 742k | $23M | -1% | Sep 2025 |
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| Aspiriant | 737k | $23M | -1% | Sep 2025 |
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| Mercer Global Advisors | 727k | $23M | -3% | Sep 2025 |
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| Conrad Siegel Investment Advisors | 721k | $23M | -1% | Sep 2025 |
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| David Wealth Management | 712k | $21M | 4% | Jun 2025 |
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| Glassy Mountain Advisors | 711k | $22M | 0% | Sep 2025 |
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| McCarthy Grittinger Financial Group | 695k | $22M | -1% | Sep 2025 |
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| Kestra Advisory Services | 693k | $22M | 2% | Sep 2025 |
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| Cambridge Investment Research Advisors | 692k | $22M | 11% | Sep 2025 |
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| Symmetry Partner | 682k | $21M | -3% | Sep 2025 |
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| Brighton Jones | 675k | $21M | 9% | Sep 2025 |
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| Chicago Partners Investment | 663k | $21M | -1% | Sep 2025 |
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| Cherrydale Wealth Management | 648k | $20M | 4% | Sep 2025 |
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| IFG Advisory | 633k | $20M | 2% | Sep 2025 |
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| Legacy Financial Group | 632k | $20M | 1% | Sep 2025 |
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| Sequoia Financial Advisors | 616k | $19M | -2% | Sep 2025 |
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| HTG Investment Advisors | 614k | $19M | 1% | Sep 2025 |
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| Advisor Group Holdings | 597k | $19M | 7% | Sep 2025 |
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| Vested Financial Planning | 554k | $17M | 1% | Sep 2025 |
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| Conquis Financial | 547k | $17M | 6% | Sep 2025 |
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| Prosperity Planning | 542k | $17M | -3% | Sep 2025 |
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| von Borstel & Associates | 534k | $17M | 5% | Sep 2025 |
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| Tassel Capital Management | 529k | $17M | 4% | Sep 2025 |
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| Grunden Financial Advisory | 527k | $17M | 1% | Sep 2025 |
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| Ruedi Wealth Management | 506k | $16M | 0% | Sep 2025 |
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| Grand Wealth Management | 506k | $16M | 0% | Sep 2025 |
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| North Ridge Wealth Advisors | 477k | $15M | -3% | Sep 2025 |
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| Branch Banking & Trust Company | 475k | $15M | 34% | Sep 2025 |
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| Modera Wealth Management | 474k | $15M | -5% | Sep 2025 |
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| Frank. Day | 466k | $15M | 5% | Sep 2025 |
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| Strategic Investment Solutions | 464k | $15M | 12% | Sep 2025 |
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| Silver Oak Advisory Group | 457k | $14M | 10% | Sep 2025 |
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| Lauterbach Financial Advisors | 457k | $14M | 0% | Sep 2025 |
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| Claris Advisors, Llc / Mo / | 455k | $13M | 0% | Sep 2025 |
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| Fmb Wealth Management | 441k | $14M | 8% | Sep 2025 |
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| Jpmorgan Chase & Co | 430k | $14M | -5% | Sep 2025 |
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| Equitable Holdings | 429k | $14M | 1% | Sep 2025 |
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| EP Wealth Advisors | 415k | $12M | -25% | Jun 2025 |
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| Wolfstich Capital | 395k | $12M | 0% | Sep 2025 |
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| Creative Planning | 394k | $12M | -2% | Sep 2025 |
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| CI Private Wealth | 394k | $12M | -35% | Sep 2025 |
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| Ark & Tlk Investments | 394k | $12M | -1% | Sep 2025 |
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| Trust Co of the South | 384k | $12M | -2% | Sep 2025 |
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| Robertson Stephens Wealth Management | 382k | $12M | -3% | Sep 2025 |
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| Binnacle Investments | 377k | $12M | 2% | Sep 2025 |
|
| Truepoint | 370k | $12M | -1% | Sep 2025 |
|
| Betterment | 369k | $12M | -1% | Sep 2025 |
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| Pure Financial Advisors | 364k | $11M | 4% | Sep 2025 |
|
| Live Oak Private Wealth | 359k | $11M | 2% | Sep 2025 |
|
| Andrews, Lucia Wealth Management | 357k | $11M | -1% | Sep 2025 |
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| Integrated Wealth Concepts | 346k | $11M | 2% | Sep 2025 |
|
| Mariner Wealth Advisors | 326k | $10M | 9% | Sep 2025 |
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| B&D White Capital Company | 326k | $10M | 0% | Sep 2025 |
|
| Hemington Wealth Management | 323k | $10M | -3% | Sep 2025 |
|
| ERn Financial | 322k | $10M | -3% | Sep 2025 |
|
| Farther Finance Advisors | 322k | $10M | 6% | Sep 2025 |
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| Greenwood Capital Associates | 314k | $9.9M | 20% | Sep 2025 |
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| First National Bank Sioux Falls | 309k | $9.7M | 0% | Sep 2025 |
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| Porter White Investment Advisors | 305k | $9.6M | -1% | Sep 2025 |
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| Moisand Fitzgerald Tamayo | 303k | $9.5M | -1% | Sep 2025 |
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| Willow Creek Wealth Management | 299k | $9.4M | 0% | Sep 2025 |
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| Hurlow Wealth Management Group | 294k | $9.2M | -5% | Sep 2025 |
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| Cambridge Financial Group | 292k | $9.2M | 100% | Sep 2025 |
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| Graves-Light Private Wealth Management | 289k | $9.1M | 289% | Sep 2025 |
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| Eldridge Investment Advisors | 286k | $9.0M | -5% | Sep 2025 |
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| Financial Connections Group | 282k | $8.8M | -5% | Sep 2025 |
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| SJS Investment Consulting | 280k | $8.8M | -13% | Sep 2025 |
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| Cloud Capital Management | 278k | $8.7M | -2% | Sep 2025 |
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| Captrust Financial Advisors | 271k | $8.5M | -1% | Sep 2025 |
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| Tranquilli Financial Advisor | 269k | $8.4M | 8% | Sep 2025 |
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| PBMares Wealth Management | 263k | $8.3M | -1% | Sep 2025 |
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| Old Mission Capital | 262k | $8.2M | -48% | Sep 2025 |
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| Sax Wealth Advisors | 258k | $8.1M | -3% | Sep 2025 |
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| American Investment Services | 241k | $7.6M | 0% | Sep 2025 |
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| Capstone Wealth Management | 241k | $7.6M | -1% | Sep 2025 |
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| Peirce Capital Management | 237k | $7.4M | -2% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 234k | $7.4M | -5% | Sep 2025 |
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| BKD Wealth Advisors | 232k | $7.3M | -10% | Sep 2025 |
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| SC&H Financial Advisors | 190k | $6.0M | -27% | Sep 2025 |
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| Jane Street | 104k | $3.3M | -96% | Sep 2025 |
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| Susquehanna International | 56k | $1.7M | -97% | Sep 2025 |
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| Exchange Traded Concepts | 417.00 | $13k | -100% | Sep 2025 |
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