Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEV
- CUSIP Number: 25434v740
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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 |
|---|---|---|---|---|---|
| Jones Financial Companies, L.L | 2.9M | $121M | 40% | Jun 2026 |
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| Asset Dedication | 2.5M | $105M | -3% | Jun 2026 |
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| Comprehensive Portfolio Management | 1.5M | $62M | 3% | Jun 2026 |
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| Root Financial Partners | 1.3M | $54M | 765% | Jun 2026 |
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| Vise Technologies | 1.3M | $54M | 528% | Jun 2026 |
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| Savant Capital Management | 1.1M | $44M | 545% | Jun 2026 |
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| Raymond James Financial | 1.0M | $44M | 4% | Jun 2026 |
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| HighTower Advisors | 978k | $42M | 2% | Jun 2026 |
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| Burns Wealth Management | 832k | $30M | 23% | Mar 2026 |
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| B&D White Capital Company | 808k | $35M | 37% | Jun 2026 |
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| Beacon Pointe Advisors | 751k | $32M | 24% | Jun 2026 |
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| Sensible Money | 748k | $32M | -1% | Jun 2026 |
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| FMR | 702k | $30M | -4% | Jun 2026 |
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| True Wealth Design | 694k | $30M | -1% | Jun 2026 |
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| Marquette Asset Management | 674k | $29M | 0% | Jun 2026 |
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| Family Investment Center | 604k | $26M | 6% | Jun 2026 |
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| Janney Montgomery Scott | 591k | $25M | 2% | Jun 2026 |
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| Evanson Asset Management | 586k | $21M | 6% | Mar 2026 |
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| Evanson Financial | 580k | $25M | 100% | Jun 2026 |
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| NorthAvenue | 538k | $23M | -2% | Jun 2026 |
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| Cambridge Financial Group | 506k | $22M | 0% | Jun 2026 |
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| Index Fund Advisors | 501k | $21M | 3% | Jun 2026 |
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| Eagle Wealth Strategies | 484k | $21M | -1% | Jun 2026 |
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| Alesco Advisors | 467k | $20M | 4% | Jun 2026 |
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| Strata Wealth Advisors | 455k | $19M | 10% | Jun 2026 |
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| Penserra Capital Management | 412k | $18M | -17% | Jun 2026 |
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| Royal Bank of Canada | 371k | $16M | 21% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 368k | $7.7M | 119% | Jun 2026 |
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| Bank of America Corporation | 348k | $15M | 153% | Jun 2026 |
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| EP Wealth Advisors | 341k | $15M | 2034% | Jun 2026 |
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| Graves-Light Private Wealth Management | 339k | $15M | -2% | Jun 2026 |
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| Opes Wealth Management | 330k | $12M | 0% | Mar 2026 |
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| Guardian Wealth Management | 322k | $14M | -7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 311k | $13M | 5235% | Jun 2026 |
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| AE Wealth Management | 276k | $12M | 0% | Jun 2026 |
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| SPWM Advisors | 275k | $11M | 100% | Jun 2026 |
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| Jane Street | 273k | $12M | 100% | Jun 2026 |
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| Financial Architects | 264k | $11M | -1% | Jun 2026 |
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| Blume Capital Management | 261k | $11M | 0% | Jun 2026 |
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| Betterment | 237k | $10M | 2% | Jun 2026 |
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| Natixis Asset Management Advisors | 235k | $10M | 29% | Jun 2026 |
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| HPM Partners | 230k | $9.8M | 1056% | Jun 2026 |
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| Vestmark Advisory Solutions | 228k | $9.7M | 0% | Jun 2026 |
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| Eqis Capital Management | 228k | $9.7M | -11% | Jun 2026 |
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| von Borstel & Associates | 224k | $9.5M | -4% | Jun 2026 |
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| Cordant | 209k | $8.9M | 0% | Jun 2026 |
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| Tortoise Investment Management | 200k | $8.5M | -2% | Jun 2026 |
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| Mills Wealth Advisors | 195k | $8.3M | 11% | Jun 2026 |
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| DiNuzzo Private Wealth | 193k | $8.2M | -6% | Jun 2026 |
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| Apella Capital | 190k | $7.8M | 3% | Jun 2026 |
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| Envestnet Asset Management | 187k | $8.0M | 12% | Jun 2026 |
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| Warren Averett Asset Management | 179k | $7.6M | -5% | Jun 2026 |
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| Sax Wealth Advisors | 177k | $6.3M | 45% | Jun 2026 |
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| Estate Counselors | 175k | $7.5M | -5% | Jun 2026 |
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| Sterling Financial Planning | 173k | $7.4M | -2% | Jun 2026 |
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| United Wealth Management | 161k | $6.9M | -1% | Jun 2026 |
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| Moneta Group Investment Advisors | 152k | $6.5M | -4% | Jun 2026 |
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| Breakwater Capital Group | 150k | $6.4M | -3% | Jun 2026 |
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| Timonier Family Office | 149k | $6.4M | -1% | Jun 2026 |
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| Steward Partners Investment Advisory | 146k | $6.2M | 31% | Jun 2026 |
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| Creative Planning | 143k | $6.1M | 2% | Jun 2026 |
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| Integrity Advisory Solutions | 142k | $6.1M | 4% | Jun 2026 |
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| Financially in Tune | 140k | $5.0M | 4% | Mar 2026 |
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| Versant Capital Management | 139k | $5.9M | 77% | Jun 2026 |
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| Branch Banking & Trust Company | 137k | $5.9M | 13% | Jun 2026 |
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| Mercer Global Advisors | 132k | $5.6M | -1% | Jun 2026 |
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| Farther Finance Advisors | 131k | $5.6M | 5% | Jun 2026 |
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| Mission Wealth Management | 127k | $5.4M | 100% | Jun 2026 |
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| Maryland Capital Advisors | 125k | $5.3M | -6% | Jun 2026 |
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| Buckingham Strategic Partners | 125k | $5.3M | 348% | Jun 2026 |
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| McCartney Wealth Management | 119k | $5.1M | 2% | Jun 2026 |
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| Dravo Bay | 119k | $5.1M | 6% | Jun 2026 |
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| Baird Financial | 117k | $5.0M | 4% | Jun 2026 |
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| Eq Wealth Advisors | 115k | $4.9M | -2% | Jun 2026 |
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| Resources Investment Advisors | 112k | $4.8M | 10% | Jun 2026 |
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| United Asset Strategies | 108k | $4.6M | 58% | Jun 2026 |
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| CI Private Wealth | 105k | $4.5M | -7% | Jun 2026 |
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| Integrity Alliance | 102k | $4.4M | -8% | Jun 2026 |
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| Chicago Partners Investment | 100k | $4.1M | 6% | Jun 2026 |
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| White Wing Wealth Management | 99k | $4.2M | -2% | Jun 2026 |
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| Miracle Mile Advisors | 99k | $4.2M | -4% | Jun 2026 |
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| Summit Portfolio Management | 97k | $3.5M | 100% | Mar 2026 |
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| Wealth Advisors Northwest | 95k | $4.1M | 3% | Jun 2026 |
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| Pathstone Holdings | 93k | $4.0M | -3% | Jun 2026 |
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| Goss Wealth Management | 90k | $3.8M | 3% | Jun 2026 |
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| Verum Partners | 89k | $3.8M | 0% | Jun 2026 |
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| Golden Bell Financial Planning | 87k | $3.7M | 1% | Jun 2026 |
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| Astra Wealth Partners | 86k | $3.7M | -1% | Jun 2026 |
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| Foundry Financial | 84k | $3.6M | 8% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 83k | $3.6M | 3% | Jun 2026 |
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| Lam Group | 82k | $3.5M | 0% | Jun 2026 |
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| Brookstone Capital Management | 79k | $3.3M | 745% | Jun 2026 |
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| Advisor Group Holdings | 73k | $3.1M | 126% | Jun 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 73k | $3.1M | -3% | Jun 2026 |
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| Integrated Wealth Concepts | 70k | $3.0M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 67k | $2.9M | 2% | Jun 2026 |
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| Main Street Financial Solutions | 64k | $2.7M | -5% | Jun 2026 |
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| Sequoia Financial Advisors | 62k | $2.6M | 0% | Jun 2026 |
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| Parkshore Wealth Management | 61k | $2.6M | 23% | Jun 2026 |
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| Northern Trust | 61k | $2.6M | 100% | Jun 2026 |
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| Ark & Tlk Investments | 60k | $2.5M | 7% | Jun 2026 |
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| Jpmorgan Chase & Co | 58k | $2.5M | 100% | Jun 2026 |
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| McGrath & Associates | 57k | $2.4M | 2% | Jun 2026 |
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| Abel Hall | 57k | $2.4M | 2% | Jun 2026 |
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| Ubs Global Asset Management Americas | 53k | $2.3M | 0% | Jun 2026 |
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| Mml Investors Services | 53k | $2.2M | -32% | Jun 2026 |
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| Citadel Advisors | 53k | $2.2M | 100% | Jun 2026 |
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| Squire Investment Management Company | 52k | $2.2M | 100% | Jun 2026 |
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| Cardiff Park Advisors | 52k | $2.2M | 2% | Jun 2026 |
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| CWM | 51k | $1.8M | 59% | Mar 2026 |
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| Spire Wealth Management | 51k | $2.2M | 1% | Jun 2026 |
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| Vantage Point Financial | 51k | $2.2M | 4% | Jun 2026 |
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| Tennessee Valley Asset Management Partners | 49k | $2.1M | 100% | Jun 2026 |
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| CSP Financial Group | 49k | $2.1M | 13% | Jun 2026 |
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| Schubert & Co | 47k | $2.0M | 8% | Jun 2026 |
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| CLS Investments | 47k | $2.0M | 1% | Jun 2026 |
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| Pinney & Scofield | 47k | $2.0M | 0% | Jun 2026 |
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| Applied Capital | 46k | $2.0M | -7% | Jun 2026 |
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| Park Avenue Securities | 46k | $2.0M | 23% | Jun 2026 |
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| Perigon Wealth Management | 43k | $1.8M | 0% | Jun 2026 |
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| Triumph Capital Management | 43k | $1.5M | 23% | Mar 2026 |
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| Cambridge Investment Research Advisors | 43k | $1.8M | 0% | Jun 2026 |
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| BKA Wealth Consulting | 43k | $1.8M | 1% | Jun 2026 |
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| Kestra Advisory Services | 41k | $1.7M | 1% | Jun 2026 |
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| Deschutes Portfolio Strategy | 40k | $1.7M | 0% | Jun 2026 |
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| Geneos Wealth Management | 39k | $1.7M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 39k | $1.7M | -48% | Jun 2026 |
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| LPL Financial | 39k | $1.6M | -6% | Jun 2026 |
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| Tru Independence Asset Management 2 | 37k | $1.6M | -5% | Jun 2026 |
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| Acorn Wealth Advisors | 37k | $1.6M | 17% | Jun 2026 |
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| Three Arch Wealth Management | 36k | $1.5M | 0% | Jun 2026 |
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| Monograph Wealth Advisors | 35k | $1.5M | 0% | Jun 2026 |
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| Porter White Investment Advisors | 34k | $1.4M | 8% | Jun 2026 |
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| Clark Asset Management | 34k | $1.4M | -15% | Jun 2026 |
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| Bank Of Montreal | 34k | $1.2M | 100% | Mar 2026 |
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| EnRich Financial Partners | 33k | $1.4M | -32% | Jun 2026 |
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| SRS Capital Advisors | 32k | $1.4M | 5382% | Jun 2026 |
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| Kane Co Wealth Management | 32k | $1.3M | -2% | Jun 2026 |
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| Rather & Kittrell | 31k | $1.3M | -5% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 30k | $1.1M | 8% | Mar 2026 |
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| Oceanside Advisors | 29k | $1.2M | 0% | Jun 2026 |
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| Forum Financial Management | 29k | $1.2M | 0% | Jun 2026 |
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| AA Financial Advisors | 27k | $1.1M | -7% | Jun 2026 |
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| AQR Capital Management | 27k | $1.1M | 303% | Jun 2026 |
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| Pettinga Financial Advisors | 27k | $1.1M | -28% | Jun 2026 |
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| E6 Portfolios | 24k | $1.0M | 16% | Jun 2026 |
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| BOS Asset Management | 23k | $999k | 2% | Jun 2026 |
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| Mattern Capital Management | 23k | $974k | 54% | Jun 2026 |
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| Altiora Financial Group | 23k | $968k | 0% | Jun 2026 |
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| Landing Point Financial Group | 22k | $939k | 3% | Jun 2026 |
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| EverSource Wealth Advisors | 17k | $719k | -37% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 500k | $18M |
| Old Mission Capital | Mar 2026 | 65k | $2.3M |