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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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 |
|---|---|---|---|---|---|
| Colony | 11M | $349M | -3% | Dec 2025 |
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| Alerus Financial | 8.4M | $276M | 1% | Dec 2025 |
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| LPL Financial | 8.1M | $264M | 0% | Dec 2025 |
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| Geometric Wealth Advisors | 7.3M | $241M | 1% | Dec 2025 |
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| Hanson McClain Advisors | 6.6M | $216M | -4% | Dec 2025 |
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| Envestnet Asset Management | 6.6M | $215M | -2% | Dec 2025 |
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| Monograph Wealth Advisors | 6.1M | $198M | 2% | Dec 2025 |
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| Great Waters Wealth Management | 4.8M | $159M | 7% | Dec 2025 |
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| Factory Mutual Insurance Company | 4.8M | $157M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 4.1M | $134M | -15% | Dec 2025 |
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| Plan | 4.0M | $131M | -1% | Dec 2025 |
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| Royal Bank of Canada | 3.8M | $120M | -6% | Sep 2025 |
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| JFS Wealth Advisors | 3.8M | $124M | 1% | Dec 2025 |
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| Triune Financial Partners | 3.6M | $126M | -2% | Dec 2025 |
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| Buckingham Strategic Partners | 3.4M | $113M | 13% | Dec 2025 |
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| Brian McDonald | 3.4M | $110M | -2% | Dec 2025 |
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| Captrust Financial Advisors | 2.9M | $95M | 970% | Dec 2025 |
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| Assetmark | 2.9M | $95M | 0% | Dec 2025 |
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| D.A. Davidson & Co. | 2.8M | $92M | 1% | Dec 2025 |
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| Cobblestone Capital Advisors | 2.8M | $87M | 0% | Sep 2025 |
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| Pathstone Holdings | 2.7M | $87M | -5% | Dec 2025 |
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| Planning Center | 2.6M | $85M | -7% | Dec 2025 |
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| GeoWealth Management | 2.4M | $80M | 2% | Dec 2025 |
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| Core Wealth Management | 2.4M | $79M | -1% | Dec 2025 |
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| New Capital Management | 2.4M | $77M | 1% | Dec 2025 |
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| Raymond James Financial | 2.3M | $76M | 46% | Dec 2025 |
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| Evanson Asset Management | 2.3M | $75M | -2% | Dec 2025 |
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| Morton Capital Management | 2.3M | $75M | 3% | Dec 2025 |
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| Tumwater Wealth Management | 2.2M | $73M | 3% | Dec 2025 |
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| UBS Group | 2.2M | $72M | 1% | Dec 2025 |
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| Greenspring Advisors | 2.2M | $71M | 7% | Dec 2025 |
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| Creative Capital Management Investments | 2.1M | $70M | 2% | Dec 2025 |
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| Capstone Financial Advisors | 2.1M | $68M | 0% | Dec 2025 |
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| Glassman Wealth Services | 2.0M | $64M | 3% | Dec 2025 |
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| Asset Dedication | 2.0M | $64M | -4% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 1.8M | $60M | 3% | Dec 2025 |
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| BetterWealth | 1.8M | $60M | 1% | Dec 2025 |
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| Confluence Wealth Services | 1.8M | $58M | 5% | Dec 2025 |
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| Baker Boyer National Bank | 1.7M | $56M | 2% | Dec 2025 |
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| Mars Jewett Financial Group | 1.6M | $59M | 100% | Dec 2025 |
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| HFM Investment Advisors | 1.6M | $52M | 1% | Dec 2025 |
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| Trellis Wealth Advisors | 1.6M | $52M | -3% | Dec 2025 |
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| Financial Symmetry | 1.6M | $51M | 2% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.5M | $50M | -16% | Dec 2025 |
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| Jackson Thornton Asset Management | 1.4M | $48M | -2% | Dec 2025 |
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| Altiora Financial Group | 1.4M | $47M | -1% | Dec 2025 |
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| LRI Investments | 1.4M | $47M | 4% | Dec 2025 |
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| Master's Wealth Management | 1.4M | $45M | 5% | Dec 2025 |
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| Strathmore Capital Advisors | 1.4M | $45M | 10% | Dec 2025 |
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| N.E.W. Advisory Services | 1.3M | $43M | 3% | Dec 2025 |
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| BlueSky Wealth Advisors | 1.3M | $43M | 1% | Dec 2025 |
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| ShankerValleau Wealth Advisors | 1.3M | $43M | -1% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 1.3M | $42M | -6% | Dec 2025 |
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| CliftonLarsonAllen Wealth Advisors | 1.2M | $41M | -3% | Dec 2025 |
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| Babb Wealth Advisors | 1.2M | $40M | 6% | Dec 2025 |
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| HighTower Advisors | 1.2M | $39M | 18% | Dec 2025 |
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| Private Advisor | 1.2M | $38M | 1% | Dec 2025 |
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| Cardiff Park Advisors | 1.2M | $38M | -5% | Dec 2025 |
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| Onyx Financial Advisors | 1.2M | $38M | 1% | Dec 2025 |
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| Vance Wealth | 1.1M | $37M | 2% | Dec 2025 |
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| Apella Capital | 1.1M | $37M | -4% | Dec 2025 |
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| Warburton Capital Management | 1.1M | $36M | 7% | Dec 2025 |
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| Forum Financial Management | 1.1M | $36M | -2% | Dec 2025 |
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| Ohe Financial | 960k | $31M | 13% | Dec 2025 |
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| RFG Advisory | 951k | $31M | -8% | Dec 2025 |
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| Cetera Investment Advisers | 887k | $29M | 5% | Dec 2025 |
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| Meridian Wealth Partners | 885k | $29M | -6% | Dec 2025 |
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| TCI Wealth Advisors | 876k | $29M | -3% | Dec 2025 |
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| Shearwater Capital | 855k | $28M | 1% | Dec 2025 |
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| Accredited Investor Services | 854k | $28M | 1% | Dec 2025 |
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| Resources Investment Advisors | 854k | $28M | -2% | Dec 2025 |
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| Savant Capital Management | 843k | $28M | 27% | Dec 2025 |
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| RWM Asset Management | 803k | $28M | 2% | Dec 2025 |
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| Wolfstich Capital | 796k | $26M | 102% | Dec 2025 |
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| Momentous Wealth Management | 778k | $25M | 5% | Dec 2025 |
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| Citadel Advisors | 771k | $24M | 100% | Sep 2025 |
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| Sensible Money | 768k | $25M | -4% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 751k | $25M | -3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 742k | $24M | 7% | Dec 2025 |
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| Financial Plan | 739k | $24M | 100% | Dec 2025 |
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| Aspiriant | 728k | $24M | -1% | Dec 2025 |
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| Conrad Siegel Investment Advisors | 721k | $24M | 0% | Dec 2025 |
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| Glassy Mountain Advisors | 717k | $24M | 1% | Dec 2025 |
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| Mercer Global Advisors | 710k | $23M | -2% | Dec 2025 |
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| Old Peak Finance | 695k | $23M | 100% | Dec 2025 |
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| McCarthy Grittinger Financial Group | 690k | $23M | -1% | Dec 2025 |
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| Cherrydale Wealth Management | 684k | $22M | 6% | Dec 2025 |
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| Kestra Advisory Services | 676k | $22M | -2% | Dec 2025 |
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| Brighton Jones | 669k | $22M | -1% | Dec 2025 |
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| Legacy Financial Group | 646k | $21M | 2% | Dec 2025 |
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| Chicago Partners Investment | 645k | $22M | -3% | Dec 2025 |
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| HTG Investment Advisors | 628k | $21M | 2% | Dec 2025 |
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| IFG Advisory | 626k | $21M | -1% | Dec 2025 |
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| CI Private Wealth | 610k | $20M | 55% | Dec 2025 |
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| Sequoia Financial Advisors | 608k | $20M | -1% | Dec 2025 |
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| Symmetry Partner | 606k | $20M | -11% | Dec 2025 |
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| Beacon Pointe Advisors | 605k | $20M | 156% | Dec 2025 |
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| Conquis Financial | 597k | $20M | 9% | Dec 2025 |
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| Vested Financial Planning | 554k | $18M | 0% | Dec 2025 |
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| Farther Finance Advisors | 551k | $18M | 71% | Dec 2025 |
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| Tassel Capital Management | 540k | $18M | 2% | Dec 2025 |
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| von Borstel & Associates | 537k | $18M | 1% | Dec 2025 |
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| Grunden Financial Advisory | 532k | $17M | 1% | Dec 2025 |
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| Prosperity Planning | 513k | $17M | -6% | Dec 2025 |
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| Grand Wealth Management | 503k | $16M | -1% | Dec 2025 |
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| Branch Banking & Trust Company | 499k | $16M | 5% | Dec 2025 |
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| Ruedi Wealth Management | 496k | $16M | -2% | Dec 2025 |
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| Strategic Investment Solutions | 496k | $16M | 7% | Dec 2025 |
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| North Ridge Wealth Advisors | 496k | $16M | 4% | Dec 2025 |
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| Modera Wealth Management | 481k | $16M | 2% | Dec 2025 |
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| EP Wealth Advisors | 475k | $16M | 15% | Dec 2025 |
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| Henrickson Nauta Wealth Advisors | 469k | $16M | 100% | Dec 2025 |
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| Fmb Wealth Management | 466k | $15M | 6% | Dec 2025 |
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| Frank. Day | 464k | $15M | 0% | Dec 2025 |
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| Lauterbach Financial Advisors | 461k | $15M | 1% | Dec 2025 |
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| Equitable Holdings | 441k | $14M | 3% | Dec 2025 |
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| Claris Advisors, Llc / Mo / | 440k | $14M | -3% | Dec 2025 |
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| Silver Oak Advisory Group | 439k | $14M | -4% | Dec 2025 |
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| Robertson Stephens Wealth Management | 431k | $14M | 13% | Dec 2025 |
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| Jpmorgan Chase & Co | 430k | $14M | 100% | Sep 2025 |
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| Advisor Group Holdings | 426k | $14M | -29% | Dec 2025 |
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| Mariner Wealth Advisors | 411k | $14M | 26% | Dec 2025 |
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| Ark & Tlk Investments | 392k | $13M | 0% | Dec 2025 |
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| Greenwood Capital Associates | 390k | $13M | 24% | Dec 2025 |
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| Truepoint | 380k | $12M | 3% | Dec 2025 |
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| Binnacle Investments | 377k | $12M | 2% | Sep 2025 |
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| Creative Planning | 376k | $12M | -5% | Dec 2025 |
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| Graves-Light Private Wealth Management | 373k | $12M | 29% | Dec 2025 |
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| Betterment | 372k | $12M | 1% | Dec 2025 |
|
| Pure Financial Advisors | 370k | $12M | 2% | Dec 2025 |
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| Trust Co of the South | 364k | $12M | -5% | Dec 2025 |
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| Live Oak Private Wealth | 363k | $12M | 1% | Dec 2025 |
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| Andrews, Lucia Wealth Management | 357k | $12M | 0% | Dec 2025 |
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| Integrated Wealth Concepts | 338k | $11M | -2% | Dec 2025 |
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| B&D White Capital Company | 328k | $11M | 1% | Dec 2025 |
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| ERn Financial | 325k | $11M | 1% | Dec 2025 |
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| Hemington Wealth Management | 323k | $10M | -3% | Sep 2025 |
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| Cambridge Financial Group | 322k | $8.1M | 10% | Dec 2025 |
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| First National Bank Sioux Falls | 309k | $10M | 0% | Dec 2025 |
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| Foundations Investment Advisors | 305k | $10M | 171% | Dec 2025 |
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| Porter White Investment Advisors | 305k | $10M | 0% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 301k | $9.8M | -1% | Dec 2025 |
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| Willow Creek Wealth Management | 299k | $9.4M | 0% | Sep 2025 |
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| Eldridge Investment Advisors | 299k | $9.8M | 5% | Dec 2025 |
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| Hurlow Wealth Management Group | 299k | $9.8M | 2% | Dec 2025 |
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| Cloud Capital Management | 282k | $9.2M | 1% | Dec 2025 |
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| SJS Investment Consulting | 276k | $9.0M | -1% | Dec 2025 |
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| Financial Connections Group | 274k | $9.0M | -3% | Dec 2025 |
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| Tranquilli Financial Advisor | 272k | $8.9M | 1% | Dec 2025 |
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| PBMares Wealth Management | 263k | $8.3M | -1% | Sep 2025 |
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