Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAX
- CUSIP Number: 25434v880
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|
| LPL Financial | 8.6M | $292M | 6% | Mar 2026 |
|
| Alerus Financial | 8.4M | $286M | 0% | Mar 2026 |
|
| Geometric Wealth Advisors | 7.5M | $253M | 1% | Mar 2026 |
|
| Hanson McClain Advisors | 6.6M | $216M | -4% | Dec 2025 |
|
| Envestnet Asset Management | 6.6M | $224M | 1% | Mar 2026 |
|
| Monograph Wealth Advisors | 6.2M | $210M | 2% | Mar 2026 |
|
| Glenmede Trust Company | 5.2M | $177M | 1% | Mar 2026 |
|
| Great Waters Wealth Management | 4.9M | $166M | 1% | Mar 2026 |
|
| Factory Mutual Insurance Company | 4.8M | $163M | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 4.3M | $147M | 6% | Mar 2026 |
|
| Plan | 3.9M | $142M | -1% | Mar 2026 |
|
| Royal Bank of Canada | 3.8M | $128M | -2% | Mar 2026 |
|
| JFS Wealth Advisors | 3.7M | $127M | -1% | Mar 2026 |
|
| Buckingham Strategic Partners | 3.7M | $127M | 8% | Mar 2026 |
|
| Triune Financial Partners | 3.6M | $123M | 0% | Mar 2026 |
|
| Fifth Third Bancorp | 3.5M | $119M | 38911% | Mar 2026 |
|
| Brian McDonald | 3.4M | $110M | -2% | Dec 2025 |
|
| Captrust Financial Advisors | 2.9M | $95M | 970% | Dec 2025 |
|
| Assetmark | 2.9M | $98M | -1% | Mar 2026 |
|
| D.A. Davidson & Co. | 2.8M | $95M | -1% | Mar 2026 |
|
| Pathstone Holdings | 2.5M | $86M | -4% | Mar 2026 |
|
| UBS Group | 2.5M | $86M | 15% | Mar 2026 |
|
| Bank of America Corporation | 2.5M | $83M | 100% | Mar 2026 |
|
| Planning Center | 2.4M | $83M | -7% | Mar 2026 |
|
| Core Wealth Management | 2.4M | $81M | 0% | Mar 2026 |
|
| Morton Capital Management | 2.4M | $81M | 5% | Mar 2026 |
|
| GeoWealth Management | 2.4M | $81M | -2% | Mar 2026 |
|
| New Capital Management | 2.4M | $81M | 2% | Mar 2026 |
|
| Raymond James Financial | 2.3M | $76M | 46% | Dec 2025 |
|
| Evanson Asset Management | 2.3M | $78M | 0% | Mar 2026 |
|
| Creative Capital Management Investments | 2.2M | $73M | 1% | Mar 2026 |
|
| Tumwater Wealth Management | 2.1M | $73M | -4% | Mar 2026 |
|
| Greenspring Advisors | 2.1M | $73M | -1% | Mar 2026 |
|
| Capstone Financial Advisors | 2.1M | $70M | -1% | Mar 2026 |
|
| Glassman Wealth Services | 2.0M | $68M | 2% | Mar 2026 |
|
| Cardinal Point Capital Management, ULC | 1.9M | $66M | 6% | Mar 2026 |
|
| BetterWealth | 1.8M | $62M | 0% | Mar 2026 |
|
| Confluence Wealth Services | 1.8M | $60M | -1% | Mar 2026 |
|
| Baker Boyer National Bank | 1.8M | $60M | 2% | Mar 2026 |
|
| Asset Dedication | 1.7M | $58M | -13% | Mar 2026 |
|
| Trellis Wealth Advisors | 1.6M | $55M | 2% | Mar 2026 |
|
| Apella Capital | 1.6M | $60M | 45% | Mar 2026 |
|
| Mars Jewett Financial Group | 1.6M | $54M | -1% | Mar 2026 |
|
| LRI Investments | 1.6M | $54M | 10% | Mar 2026 |
|
| HFM Investment Advisors | 1.6M | $53M | -2% | Mar 2026 |
|
| Financial Symmetry | 1.5M | $57M | -1% | Mar 2026 |
|
| Altiora Financial Group | 1.4M | $49M | 1% | Mar 2026 |
|
| Jackson Thornton Asset Management | 1.4M | $51M | -1% | Mar 2026 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.4M | $48M | -8% | Mar 2026 |
|
| Strathmore Capital Advisors | 1.4M | $51M | 3% | Mar 2026 |
|
| Master's Wealth Management | 1.4M | $47M | 1% | Mar 2026 |
|
| Johnson Wealth Management | 1.3M | $45M | 100% | Mar 2026 |
|
| N.E.W. Advisory Services | 1.3M | $45M | 0% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 1.3M | $42M | -6% | Dec 2025 |
|
| Demming Financial Services Corp | 1.3M | $44M | 2% | Mar 2026 |
|
| ShankerValleau Wealth Advisors | 1.3M | $43M | -3% | Mar 2026 |
|
| Warburton Capital Management | 1.2M | $44M | 12% | Mar 2026 |
|
| Babb Wealth Advisors | 1.2M | $40M | 6% | Dec 2025 |
|
| CliftonLarsonAllen Wealth Advisors | 1.2M | $40M | -5% | Mar 2026 |
|
| Onyx Financial Advisors | 1.2M | $39M | 0% | Mar 2026 |
|
| Private Advisor | 1.2M | $39M | -2% | Mar 2026 |
|
| HighTower Advisors | 1.1M | $39M | -3% | Mar 2026 |
|
| Mercer Global Advisors | 1.1M | $38M | 58% | Mar 2026 |
|
| Cardiff Park Advisors | 1.1M | $38M | -4% | Mar 2026 |
|
| Vance Wealth | 1.1M | $38M | -2% | Mar 2026 |
|
| Forum Financial Management | 1.1M | $36M | -3% | Mar 2026 |
|
| Ohe Financial | 1.0M | $35M | 6% | Mar 2026 |
|
| Shearwater Capital | 904k | $31M | 6% | Mar 2026 |
|
| Resources Investment Advisors | 888k | $30M | 4% | Mar 2026 |
|
| Meridian Wealth Partners | 885k | $29M | -6% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 876k | $30M | 18% | Mar 2026 |
|
| Accredited Investor Services | 866k | $29M | 1% | Mar 2026 |
|
| Cetera Investment Advisers | 856k | $29M | -4% | Mar 2026 |
|
| TCI Wealth Advisors | 840k | $29M | -4% | Mar 2026 |
|
| RWM Asset Management | 811k | $28M | 1% | Mar 2026 |
|
| Savant Capital Management | 810k | $28M | -4% | Mar 2026 |
|
| RFG Advisory | 801k | $27M | -16% | Mar 2026 |
|
| Wolfstich Capital | 741k | $24M | -7% | Mar 2026 |
|
| Sensible Money | 733k | $25M | -5% | Mar 2026 |
|
| Financial Plan | 731k | $25M | -1% | Mar 2026 |
|
| Glassy Mountain Advisors | 731k | $25M | 2% | Mar 2026 |
|
| Momentous Wealth Management | 728k | $25M | -6% | Mar 2026 |
|
| Aspiriant | 728k | $25M | 0% | Mar 2026 |
|
| Conrad Siegel Investment Advisors | 721k | $25M | 0% | Mar 2026 |
|
| Kestra Advisory Services | 715k | $24M | 6% | Mar 2026 |
|
| Old Peak Finance | 712k | $24M | 3% | Mar 2026 |
|
| Cherrydale Wealth Management | 682k | $23M | 0% | Mar 2026 |
|
| McCarthy Grittinger Financial Group | 675k | $23M | -2% | Mar 2026 |
|
| Mariner Wealth Advisors | 655k | $22M | 59% | Mar 2026 |
|
| marrick wealth | 653k | $22M | 100% | Mar 2026 |
|
| Legacy Financial Group | 645k | $22M | 0% | Mar 2026 |
|
| Chicago Partners Investment | 643k | $23M | 0% | Mar 2026 |
|
| HTG Investment Advisors | 629k | $21M | 0% | Mar 2026 |
|
| Goldman Sachs Group | 625k | $21M | 100% | Mar 2026 |
|
| Farther Finance Advisors | 612k | $21M | 11% | Mar 2026 |
|
| Brighton Jones | 608k | $21M | -9% | Mar 2026 |
|
| CI Private Wealth | 607k | $21M | 0% | Mar 2026 |
|
| Generations Wealth | 606k | $21M | 100% | Mar 2026 |
|
| Beacon Pointe Advisors | 605k | $20M | 156% | Dec 2025 |
|
| Sequoia Financial Advisors | 604k | $21M | -1% | Mar 2026 |
|
| Conquis Financial | 601k | $22M | 1% | Mar 2026 |
|
| Symmetry Partner | 586k | $20M | -3% | Mar 2026 |
|
| Branch Banking & Trust Company | 551k | $19M | 10% | Mar 2026 |
|
| Vested Financial Planning | 551k | $19M | -1% | Mar 2026 |
|
| Tassel Capital Management | 543k | $19M | 1% | Mar 2026 |
|
| Grunden Financial Advisory | 532k | $17M | 1% | Dec 2025 |
|
| von Borstel & Associates | 519k | $18M | -3% | Mar 2026 |
|
| Elser Financial Planning | 518k | $18M | 2223% | Mar 2026 |
|
| Strategic Investment Solutions | 509k | $17M | 3% | Mar 2026 |
|
| Prosperity Planning | 489k | $17M | -5% | Mar 2026 |
|
| BlueSky Wealth Advisors | 485k | $17M | -63% | Mar 2026 |
|
| Silver Oak Advisory Group | 477k | $16M | 9% | Mar 2026 |
|
| Fmb Wealth Management | 477k | $16M | 2% | Mar 2026 |
|
| EP Wealth Advisors | 474k | $16M | 0% | Mar 2026 |
|
| Ruedi Wealth Management | 471k | $16M | -5% | Mar 2026 |
|
| Frank. Day | 469k | $16M | 1% | Mar 2026 |
|
| Lauterbach Financial Advisors | 461k | $15M | 1% | Dec 2025 |
|
| Greenwood Capital Associates | 461k | $16M | 18% | Mar 2026 |
|
| North Ridge Wealth Advisors | 460k | $16M | -7% | Mar 2026 |
|
| Grand Wealth Management | 456k | $16M | -9% | Mar 2026 |
|
| Jane Street | 447k | $15M | 100% | Mar 2026 |
|
| Modera Wealth Management | 444k | $15M | -8% | Mar 2026 |
|
| Equitable Holdings | 442k | $15M | 0% | Mar 2026 |
|
| Robertson Stephens Wealth Management | 431k | $15M | 0% | Mar 2026 |
|
| Claris Advisors, Llc / Mo / | 428k | $15M | -3% | Mar 2026 |
|
| Advisor Group Holdings | 426k | $14M | -29% | Dec 2025 |
|
| B&D White Capital Company | 425k | $15M | 30% | Mar 2026 |
|
| Graves-Light Private Wealth Management | 405k | $14M | 9% | Mar 2026 |
|
| Ark & Tlk Investments | 390k | $13M | -1% | Mar 2026 |
|
| Creative Planning | 382k | $13M | 2% | Mar 2026 |
|
| Live Oak Private Wealth | 378k | $13M | 4% | Mar 2026 |
|
| Truepoint | 373k | $13M | -2% | Mar 2026 |
|
| E6 Portfolios | 373k | $13M | 100% | Mar 2026 |
|
| Betterment | 372k | $12M | 1% | Dec 2025 |
|
| Pure Financial Advisors | 366k | $12M | -1% | Mar 2026 |
|
| Trust Co of the South | 366k | $12M | 0% | Mar 2026 |
|
| AQR Capital Management | 363k | $12M | 38% | Mar 2026 |
|
| Andrews, Lucia Wealth Management | 346k | $12M | -3% | Mar 2026 |
|
| Regimen Wealth | 342k | $12M | 100% | Mar 2026 |
|
| Integrated Wealth Concepts | 338k | $12M | 0% | Mar 2026 |
|
| ERn Financial | 317k | $11M | -2% | Mar 2026 |
|
| Eldridge Investment Advisors | 310k | $11M | 4% | Mar 2026 |
|
| First National Bank Sioux Falls | 309k | $11M | 0% | Mar 2026 |
|
| Foundations Investment Advisors | 306k | $10M | 0% | Mar 2026 |
|
| Hurlow Wealth Management Group | 304k | $10M | 2% | Mar 2026 |
|
| Porter White Investment Advisors | 303k | $10M | -1% | Mar 2026 |
|
| Prosperity Bancshares | 301k | $10M | 100% | Mar 2026 |
|
| Moisand Fitzgerald Tamayo | 294k | $10M | -2% | Mar 2026 |
|
| Tranquilli Financial Advisor | 284k | $9.7M | 4% | Mar 2026 |
|
| Cambridge Financial Group | 264k | $9.0M | -18% | Mar 2026 |
|
| Henrickson Nauta Wealth Advisors | 232k | $7.9M | -50% | Mar 2026 |
|
| Citadel Advisors | 76k | $2.6M | -74% | Mar 2026 |
|
| IFG Advisory | 7.3k | $249k | -99% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 751k | $25M |
| Jpmorgan Chase & Co | Sep 2025 | 430k | $14M |