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 | 10M | $383M | 0% | Jun 2026 |
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| Alerus Financial | 8.4M | $308M | -1% | Jun 2026 |
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| LPL Financial | 8.2M | $303M | -4% | Jun 2026 |
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| Geometric Wealth Advisors | 7.8M | $287M | 4% | Jun 2026 |
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| Envestnet Asset Management | 6.7M | $247M | 1% | Jun 2026 |
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| Hanson McClain Advisors | 6.6M | $243M | -9% | Jun 2026 |
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| Monograph Wealth Advisors | 6.5M | $239M | 5% | Jun 2026 |
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| Glenmede Trust Company | 5.2M | $192M | 0% | Jun 2026 |
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| Great Waters Wealth Management | 5.1M | $186M | 3% | Jun 2026 |
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| Factory Mutual Insurance Company | 4.8M | $177M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 4.5M | $164M | 3% | Jun 2026 |
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| Plan | 3.9M | $142M | -1% | Jun 2026 |
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| Royal Bank of Canada | 3.9M | $142M | 2% | Jun 2026 |
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| JFS Wealth Advisors | 3.7M | $138M | 0% | Jun 2026 |
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| Triune Financial Partners | 3.7M | $136M | 2% | Jun 2026 |
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| Buckingham Strategic Partners | 3.5M | $129M | -6% | Jun 2026 |
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| Fifth Third Bancorp | 3.3M | $121M | -6% | Jun 2026 |
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| Bank of America Corporation | 3.2M | $118M | 31% | Jun 2026 |
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| Assetmark | 2.8M | $104M | -2% | Jun 2026 |
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| D.A. Davidson & Co. | 2.8M | $103M | 0% | Jun 2026 |
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| UBS Group | 2.7M | $100M | 7% | Jun 2026 |
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| Raymond James Financial | 2.6M | $97M | 5% | Jun 2026 |
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| Morton Capital Management | 2.5M | $91M | 3% | Jun 2026 |
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| Pathstone Holdings | 2.5M | $91M | -3% | Jun 2026 |
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| Creative Capital Management Investments | 2.4M | $90M | 13% | Jun 2026 |
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| New Capital Management | 2.4M | $89M | 1% | Jun 2026 |
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| Planning Center | 2.4M | $88M | -2% | Jun 2026 |
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| Core Wealth Management | 2.3M | $85M | -3% | Jun 2026 |
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| GeoWealth Management | 2.3M | $85M | -3% | Jun 2026 |
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| Evanson Asset Management | 2.3M | $78M | 0% | Mar 2026 |
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| Evanson Financial | 2.3M | $84M | 100% | Jun 2026 |
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| Captrust Financial Advisors | 2.2M | $82M | -24% | Jun 2026 |
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| Jane Street | 2.2M | $82M | 396% | Jun 2026 |
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| Tumwater Wealth Management | 2.2M | $80M | 0% | Jun 2026 |
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| Confluence Wealth Services | 2.1M | $76M | 17% | Jun 2026 |
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| Capstone Financial Advisors | 2.0M | $75M | -1% | Jun 2026 |
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| Glassman Wealth Services | 2.0M | $74M | 0% | Jun 2026 |
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| Cardinal Point Capital Management, ULC | 2.0M | $72M | 1% | Jun 2026 |
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| Baker Boyer National Bank | 1.9M | $72M | 11% | Jun 2026 |
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| Greenspring Advisors | 1.9M | $70M | -12% | Jun 2026 |
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| BetterWealth | 1.8M | $67M | -1% | Jun 2026 |
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| LRI Investments | 1.8M | $66M | 13% | Jun 2026 |
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| Mars Jewett Financial Group | 1.6M | $60M | 2% | Jun 2026 |
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| Financial Symmetry | 1.6M | $59M | 4% | Jun 2026 |
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| Apella Capital | 1.6M | $59M | -1% | Jun 2026 |
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| Trellis Wealth Advisors | 1.6M | $59M | -2% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.6M | $58M | 100% | Jun 2026 |
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| Asset Dedication | 1.6M | $58M | -7% | Jun 2026 |
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| HFM Investment Advisors | 1.5M | $57M | -2% | Jun 2026 |
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| Strathmore Capital Advisors | 1.5M | $54M | 6% | Jun 2026 |
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| Altiora Financial Group | 1.5M | $54M | 2% | Jun 2026 |
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| Master's Wealth Management | 1.4M | $53M | 2% | Jun 2026 |
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| Jackson Thornton Asset Management | 1.4M | $52M | -1% | Jun 2026 |
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| N.E.W. Advisory Services | 1.4M | $52M | 6% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.4M | $50M | -4% | Jun 2026 |
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| Johnson Wealth Management | 1.3M | $50M | 2% | Jun 2026 |
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| Savant Capital Management | 1.3M | $49M | 64% | Jun 2026 |
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| Demming Financial Services Corp | 1.3M | $49M | 2% | Jun 2026 |
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| Warburton Capital Management | 1.3M | $48M | 5% | Jun 2026 |
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| ShankerValleau Wealth Advisors | 1.3M | $47M | 0% | Jun 2026 |
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| Babb Wealth Advisors | 1.2M | $46M | 3% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 1.2M | $45M | -1% | Jun 2026 |
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| Mercer Global Advisors | 1.2M | $45M | 7% | Jun 2026 |
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| Onyx Financial Advisors | 1.2M | $44M | 2% | Jun 2026 |
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| HighTower Advisors | 1.2M | $43M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 1.2M | $43M | 35% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 1.1M | $41M | -5% | Jun 2026 |
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| Vance Wealth | 1.1M | $41M | 0% | Jun 2026 |
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| Cardiff Park Advisors | 1.1M | $41M | -1% | Jun 2026 |
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| Ohe Financial | 1.1M | $39M | 5% | Jun 2026 |
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| Forum Financial Management | 1.0M | $39M | -1% | Jun 2026 |
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| Old Peak Finance | 949k | $35M | 33% | Jun 2026 |
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| Cambridge Investment Research Advisors | 933k | $34M | 6% | Jun 2026 |
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| Shearwater Capital | 921k | $34M | 2% | Jun 2026 |
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| Resources Investment Advisors | 891k | $33M | 0% | Jun 2026 |
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| Accredited Investor Services | 880k | $32M | 2% | Jun 2026 |
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| Meridian Wealth Partners | 845k | $31M | -1% | Jun 2026 |
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| Brighton Jones | 840k | $31M | 38% | Jun 2026 |
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| BIP Wealth | 837k | $31M | 1587% | Jun 2026 |
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| TCI Wealth Advisors | 800k | $30M | -5% | Jun 2026 |
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| RWM Asset Management | 794k | $29M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 783k | $29M | 20% | Jun 2026 |
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| RFG Advisory | 782k | $29M | -2% | Jun 2026 |
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| Private Advisor | 772k | $28M | -33% | Jun 2026 |
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| HB Wealth Management | 771k | $28M | 1471% | Jun 2026 |
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| Wolfstich Capital | 764k | $28M | 3% | Jun 2026 |
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| Aspen Private Advisors | 764k | $28M | 100% | Jun 2026 |
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| Momentous Wealth Management | 748k | $28M | 3% | Jun 2026 |
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| Aspiriant | 728k | $27M | 0% | Jun 2026 |
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| Conrad Siegel Investment Advisors | 721k | $27M | 0% | Jun 2026 |
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| Financial Plan | 718k | $27M | -2% | Jun 2026 |
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| Kestra Advisory Services | 717k | $26M | 0% | Jun 2026 |
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| Cherrydale Wealth Management | 704k | $26M | 3% | Jun 2026 |
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| Glassy Mountain Advisors | 701k | $26M | -4% | Jun 2026 |
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| Sensible Money | 675k | $25M | -8% | Jun 2026 |
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| McCarthy Grittinger Financial Group | 671k | $25M | -1% | Jun 2026 |
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| Legacy Financial Group | 667k | $25M | 3% | Jun 2026 |
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| marrick wealth | 665k | $25M | 2% | Jun 2026 |
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| Chicago Partners Investment | 631k | $23M | -2% | Jun 2026 |
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| IFG Advisory | 624k | $23M | 8413% | Jun 2026 |
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| Integrated Wealth Concepts | 622k | $23M | 84% | Jun 2026 |
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| Branch Banking & Trust Company | 616k | $23M | 12% | Jun 2026 |
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| Beacon Pointe Advisors | 604k | $22M | 0% | Jun 2026 |
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| Sequoia Financial Advisors | 598k | $22M | -1% | Jun 2026 |
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| HTG Investment Advisors | 596k | $22M | -5% | Jun 2026 |
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| Conquis Financial | 595k | $22M | -1% | Jun 2026 |
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| Tassel Capital Management | 592k | $22M | 9% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 578k | $21M | 100% | Jun 2026 |
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| Graves-Light Private Wealth Management | 574k | $21M | 42% | Jun 2026 |
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| Symmetry Partner | 561k | $21M | -4% | Jun 2026 |
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| Live Oak Private Wealth | 557k | $21M | 47% | Jun 2026 |
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| Vested Financial Planning | 528k | $19M | -4% | Jun 2026 |
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| von Borstel & Associates | 523k | $19M | 1% | Jun 2026 |
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| Strategic Investment Solutions | 519k | $19M | 2% | Jun 2026 |
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| Silver Oak Advisory Group | 515k | $19M | 8% | Jun 2026 |
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| Elser Financial Planning | 514k | $19M | -1% | Jun 2026 |
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| Farther Finance Advisors | 497k | $18M | -19% | Jun 2026 |
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| CWM | 487k | $17M | 163% | Mar 2026 |
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| BlueSky Wealth Advisors | 481k | $18M | -1% | Jun 2026 |
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| Generations Wealth | 479k | $18M | -21% | Jun 2026 |
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| Prosperity Planning | 472k | $17M | -3% | Jun 2026 |
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| EP Wealth Advisors | 471k | $17M | -1% | Jun 2026 |
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| Ruedi Wealth Management | 466k | $17M | -1% | Jun 2026 |
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| Fmb Wealth Management | 465k | $17M | -3% | Jun 2026 |
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| AQR Capital Management | 463k | $17M | 27% | Jun 2026 |
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| North Ridge Wealth Advisors | 460k | $16M | -7% | Mar 2026 |
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| Advisor Group Holdings | 460k | $17M | 13% | Jun 2026 |
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| Lauterbach Financial Advisors | 448k | $17M | 0% | Jun 2026 |
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| Grand Wealth Management | 446k | $16M | -2% | Jun 2026 |
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| Greenwood Capital Associates | 445k | $16M | -3% | Jun 2026 |
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| Equitable Holdings | 438k | $16M | -1% | Jun 2026 |
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| Modera Wealth Management | 431k | $16M | -3% | Jun 2026 |
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| Robertson Stephens Wealth Management | 430k | $16M | 0% | Jun 2026 |
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| B&D White Capital Company | 425k | $16M | 0% | Jun 2026 |
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| Claris Advisors, Llc / Mo / | 424k | $16M | -1% | Jun 2026 |
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| Creative Planning | 389k | $14M | 2% | Jun 2026 |
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| Jones Financial Companies, L.L | 388k | $14M | 40% | Jun 2026 |
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| Ark & Tlk Investments | 385k | $14M | -1% | Jun 2026 |
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| Betterment | 381k | $14M | 2% | Jun 2026 |
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| E6 Portfolios | 373k | $14M | 0% | Jun 2026 |
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| Pure Financial Advisors | 373k | $14M | 2% | Jun 2026 |
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| Truepoint | 366k | $14M | -2% | Jun 2026 |
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| Prosperity Bancshares | 363k | $13M | 20% | Jun 2026 |
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| Trust Co of the South | 359k | $13M | -2% | Jun 2026 |
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| Regimen Wealth | 350k | $13M | 2% | Jun 2026 |
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| Andrews, Lucia Wealth Management | 350k | $13M | 1% | Jun 2026 |
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| CI Private Wealth | 323k | $12M | -47% | Jun 2026 |
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| Eldridge Investment Advisors | 319k | $12M | 3% | Jun 2026 |
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| ERn Financial | 319k | $12M | 1% | Jun 2026 |
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| Foundations Investment Advisors | 316k | $12M | 3% | Jun 2026 |
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| Frank. Day | 87k | $3.2M | -82% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 625k | $21M |
| Susquehanna International | Mar 2026 | 434k | $15M |