Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEM
- CUSIP Number: 25434v732
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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 |
|---|---|---|---|---|---|
| Forum Financial Management | 16M | $567M | -7% | Mar 2026 |
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| Colony | 8.4M | $277M | 14% | Dec 2025 |
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| Buckingham Strategic Partners | 7.7M | $266M | 10% | Mar 2026 |
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| CI Private Wealth | 7.0M | $243M | 0% | Mar 2026 |
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| Sequoia Financial Advisors | 5.3M | $185M | 8% | Mar 2026 |
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| Truepoint | 5.3M | $183M | 6% | Mar 2026 |
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| Savant Capital Management | 4.2M | $146M | 60% | Mar 2026 |
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| HBK Sorce Advisory | 3.2M | $133M | 4% | Mar 2026 |
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| HighTower Advisors | 3.2M | $111M | -14% | Mar 2026 |
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| BKD Wealth Advisors | 3.1M | $107M | 10% | Mar 2026 |
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| Parcion Private Wealth | 2.7M | $93M | -3% | Mar 2026 |
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| Asset Dedication | 2.5M | $86M | -5% | Mar 2026 |
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| Evensky & Katz | 2.4M | $82M | -2% | Mar 2026 |
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| Greenspring Advisors | 2.3M | $80M | 1% | Mar 2026 |
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| JMG Financial Group | 2.3M | $80M | 9% | Mar 2026 |
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| Rockwood Wealth Management | 2.3M | $78M | 8% | Mar 2026 |
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| Maseco | 2.2M | $78M | 8% | Mar 2026 |
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| LPL Financial | 2.1M | $71M | 3% | Mar 2026 |
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| RW Investment Management | 2.0M | $68M | 0% | Mar 2026 |
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| Awm Capital | 1.8M | $62M | 0% | Mar 2026 |
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| Heritage Financial Services | 1.7M | $58M | -3% | Dec 2025 |
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| Bank Of Montreal | 1.7M | $60M | 100% | Mar 2026 |
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| Beacon Pointe Advisors | 1.7M | $56M | 105% | Dec 2025 |
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| CWM | 1.7M | $55M | 8803% | Dec 2025 |
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| Apella Capital | 1.7M | $64M | 21% | Mar 2026 |
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| Sageworth Trust Company | 1.6M | $57M | 7% | Mar 2026 |
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| Envestnet Asset Management | 1.5M | $52M | 36% | Mar 2026 |
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| Symmetry Partner | 1.5M | $51M | 3% | Mar 2026 |
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| Hill Investment Group Partners | 1.4M | $50M | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 1.3M | $46M | 31% | Mar 2026 |
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| EnRich Financial Partners | 1.3M | $44M | -1% | Mar 2026 |
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| Brighton Jones | 1.1M | $39M | 5% | Mar 2026 |
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| Oakwell Private Wealth Management | 1.1M | $39M | 5% | Mar 2026 |
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| Phillips Financial Management | 1.1M | $38M | -9% | Mar 2026 |
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| Great Oak Capital Partners | 1.1M | $40M | 1% | Mar 2026 |
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| Plan | 1.1M | $41M | 14% | Mar 2026 |
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| Jane Street | 1.1M | $38M | 100% | Mar 2026 |
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| Resources Investment Advisors | 1.1M | $37M | 2% | Mar 2026 |
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| Mosaic Family Wealth Partners | 1.1M | $37M | 1% | Mar 2026 |
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| Mercer Global Advisors | 1.1M | $36M | 8% | Mar 2026 |
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| Elser Financial Planning | 1.0M | $36M | 100% | Mar 2026 |
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| Burton Enright Welch | 1.0M | $36M | 0% | Mar 2026 |
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| Rather & Kittrell | 1.0M | $36M | 1% | Mar 2026 |
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| Vestmark Advisory Solutions | 1000k | $35M | 96% | Mar 2026 |
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| Kooman & Associates | 1000k | $35M | -1% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 971k | $32M | 4% | Dec 2025 |
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| Seaside Wealth Management | 965k | $33M | 1% | Mar 2026 |
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| First Financial Bank, N.A. - Trust Division | 906k | $31M | 9% | Mar 2026 |
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| Miramar Fiduciary Corp | 903k | $31M | -8% | Mar 2026 |
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| Monograph Wealth Advisors | 902k | $31M | 3% | Mar 2026 |
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| Betterment | 890k | $29M | 4% | Dec 2025 |
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| Your Advocates | 877k | $30M | 1% | Mar 2026 |
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| Leading Edge Financial Planning | 869k | $30M | 5% | Mar 2026 |
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| Bank of America Corporation | 804k | $28M | 100% | Mar 2026 |
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| Sensible Money | 753k | $26M | 4% | Mar 2026 |
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| Syverson Strege & Co | 747k | $26M | -1% | Mar 2026 |
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| DiNuzzo Private Wealth | 740k | $26M | 1% | Mar 2026 |
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| Financial Plan | 730k | $25M | 9% | Mar 2026 |
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| Fundamentun | 717k | $25M | -1% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 706k | $24M | 16% | Mar 2026 |
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| Peterson Wealth Advisors | 700k | $24M | -1% | Mar 2026 |
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| AdvisorNet Financial | 688k | $24M | 6% | Mar 2026 |
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| Rs Crum | 678k | $23M | -1% | Mar 2026 |
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| Integris Wealth Management | 677k | $23M | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 667k | $22M | 1% | Dec 2025 |
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| Eaton-Cambridge | 656k | $23M | 1% | Mar 2026 |
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| RFG Advisory | 638k | $22M | 95% | Mar 2026 |
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| Stordahl Capital Management | 615k | $21M | -5% | Mar 2026 |
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| Premier Financial Group | 609k | $21M | 0% | Mar 2026 |
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| Tencap Wealth Coaching | 600k | $21M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 598k | $21M | 1% | Mar 2026 |
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| Keb Asset Management | 590k | $20M | 4% | Mar 2026 |
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| BCR Wealth Strategies | 588k | $20M | 3% | Mar 2026 |
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| Evanson Asset Management | 587k | $20M | 1% | Mar 2026 |
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| Pinnacle Financial Group, LLC / IL | 580k | $20M | -14% | Mar 2026 |
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| Heritage Investment Group | 569k | $20M | 2% | Mar 2026 |
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| Private Wealth Management Group | 561k | $19M | 0% | Mar 2026 |
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| Emprise Bank | 545k | $19M | 11% | Mar 2026 |
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| Ballentine Capital Advisors | 544k | $19M | 0% | Mar 2026 |
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| Cambridge Financial Group | 542k | $19M | -1% | Mar 2026 |
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| Creative Planning | 541k | $19M | 9% | Mar 2026 |
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| SRS Capital Advisors | 536k | $19M | -11% | Mar 2026 |
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| Aspen Capital Management | 534k | $19M | 2% | Mar 2026 |
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| Capstone Capital Wealth Advisors | 524k | $18M | -1% | Mar 2026 |
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| Schoolcraft Capital | 515k | $18M | -1% | Mar 2026 |
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| Concurrent Investment Advisors | 507k | $18M | 100% | Mar 2026 |
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| Leonard Rickey Investment Advisors P | 506k | $18M | 0% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 496k | $17M | -46% | Mar 2026 |
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| Flagstone Financial Management | 488k | $17M | -1% | Mar 2026 |
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| von Borstel & Associates | 483k | $17M | -6% | Mar 2026 |
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| Planning Center | 482k | $17M | -2% | Mar 2026 |
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| Squire Investment Management Company | 481k | $17M | 8% | Mar 2026 |
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| Financial Planning Navigators CORP | 480k | $17M | 1% | Mar 2026 |
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| Peirce Capital Management | 477k | $17M | -3% | Mar 2026 |
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| Discipline Wealth Solutions | 473k | $16M | 11% | Mar 2026 |
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| Equita Financial Network | 463k | $16M | -8% | Mar 2026 |
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| Verisail Partners | 461k | $16M | -2% | Mar 2026 |
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| Straight Path Wealth Management | 459k | $16M | 5% | Mar 2026 |
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| Kondo Wealth Advisors | 459k | $16M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 455k | $16M | 36% | Mar 2026 |
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| Bank of New York Mellon | 449k | $16M | 100% | Mar 2026 |
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| DecisionPoint Financial | 437k | $15M | 2% | Mar 2026 |
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| Cardiff Park Advisors | 423k | $15M | 0% | Mar 2026 |
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| Financial Symmetry | 410k | $16M | 6% | Mar 2026 |
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| BFSG | 409k | $14M | 0% | Mar 2026 |
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| Hassell Wealth Management | 403k | $14M | 0% | Mar 2026 |
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| Delap Wealth Advisory | 396k | $14M | 4% | Mar 2026 |
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| Cravens & Co Advisors | 388k | $13M | 1% | Mar 2026 |
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| Level Financial Advisors | 388k | $13M | 7% | Mar 2026 |
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| Brady Martz Wealth Solutions | 375k | $13M | 7% | Mar 2026 |
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| Rachor Investment Advisory Services | 365k | $13M | -5% | Mar 2026 |
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| New Dimensions Wealth Management | 364k | $12M | -1% | Dec 2025 |
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| Foundation Wealth Management | 355k | $12M | 9% | Mar 2026 |
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| Physician Wealth Solutions | 347k | $12M | -3% | Mar 2026 |
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| BCU Wealth Advisors | 347k | $12M | -3% | Mar 2026 |
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| Northwest Wealth Management | 346k | $12M | 12% | Mar 2026 |
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| JGP Wealth Management | 345k | $12M | 2% | Mar 2026 |
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| HMV Wealth Advisors | 345k | $12M | 9% | Mar 2026 |
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| Blume Capital Management | 344k | $12M | 2% | Mar 2026 |
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| Kaufman Rossin Wealth | 343k | $12M | 2% | Mar 2026 |
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| Hanson McClain Advisors | 340k | $11M | 13% | Dec 2025 |
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| Family Wealth Partners | 340k | $12M | 12% | Mar 2026 |
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| Trust Co of the South | 338k | $12M | 3% | Mar 2026 |
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| Jackson Thornton Asset Management | 338k | $12M | -56% | Mar 2026 |
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| Old Mission Capital | 334k | $11M | -12% | Dec 2025 |
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| Watchman Group | 330k | $11M | -2% | Mar 2026 |
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| Causey Wealth | 327k | $11M | -1% | Mar 2026 |
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| Krilogy Financial | 327k | $12M | -4% | Mar 2026 |
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| Hurlow Wealth Management Group | 325k | $11M | 11% | Mar 2026 |
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| Goss Wealth Management | 324k | $11M | -3% | Mar 2026 |
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| Vannoy Advisory Group | 319k | $11M | -2% | Mar 2026 |
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| Burk Holdings | 319k | $11M | 2% | Mar 2026 |
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| Integrity Advisory Solutions | 319k | $11M | 7% | Mar 2026 |
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| Integrity Alliance | 316k | $11M | 0% | Mar 2026 |
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| Prospect Financial Group | 316k | $11M | -2% | Mar 2026 |
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| Clune & Associates | 316k | $11M | 50% | Mar 2026 |
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| Midwest Trust | 311k | $11M | 9% | Mar 2026 |
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| Mattern Wealth Management | 307k | $11M | 5% | Mar 2026 |
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| Versant Capital Management | 307k | $11M | 25% | Mar 2026 |
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| Timonier Family Office | 305k | $10M | 5% | Dec 2025 |
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| Mills Wealth Advisors | 305k | $11M | -3% | Mar 2026 |
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| Fortitude Family Office | 304k | $11M | 12% | Mar 2026 |
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| Ruedi Wealth Management | 303k | $11M | -2% | Mar 2026 |
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| HTG Investment Advisors | 300k | $10M | 2% | Mar 2026 |
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| Foundations Investment Advisors | 298k | $10M | 12% | Mar 2026 |
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| Conrad Siegel Investment Advisors | 295k | $10M | 113% | Mar 2026 |
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| One Degree Advisors | 291k | $10M | 8% | Mar 2026 |
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| Tilson Financial Group | 278k | $9.6M | 4% | Mar 2026 |
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| Advisor Group Holdings | 277k | $9.2M | 12% | Dec 2025 |
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| United Wealth Management | 273k | $9.4M | 2% | Mar 2026 |
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| Friday Financial | 270k | $9.3M | -3% | Mar 2026 |
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| Klaas Financial Asset Advisors | 202k | $7.0M | -82% | Mar 2026 |
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| Total Wealth Planning | 100k | $3.3M | -95% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 619k | $20M |
| Menora Mivtachim Holdings | Dec 2025 | 287k | $9.5M |