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 |
|---|---|---|---|---|---|
| Asset Dedication | 2.5M | $105M | -3% | Jun 2026 |
|
| Jones Financial Companies, L.L | 2.1M | $72M | 27% | Mar 2026 |
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| Comprehensive Portfolio Management | 1.4M | $51M | 6% | Mar 2026 |
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| Root Financial Partners | 1.3M | $54M | 765% | Jun 2026 |
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| Raymond James Financial | 988k | $35M | 5% | Mar 2026 |
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| HighTower Advisors | 955k | $34M | 2% | Mar 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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| Sensible Money | 748k | $32M | -1% | Jun 2026 |
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| FMR | 734k | $26M | -12% | Mar 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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| Beacon Pointe Advisors | 606k | $22M | 0% | Mar 2026 |
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| Family Investment Center | 604k | $26M | 6% | Jun 2026 |
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| Evanson Asset Management | 586k | $21M | 6% | Mar 2026 |
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| Janney Montgomery Scott | 580k | $21M | 5% | Mar 2026 |
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| Evanson Financial | 580k | $25M | 100% | Jun 2026 |
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| NorthAvenue | 549k | $20M | 0% | Mar 2026 |
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| Cambridge Financial Group | 507k | $18M | 0% | Mar 2026 |
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| Goldman Sachs Group | 500k | $18M | 100% | Mar 2026 |
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| Penserra Capital Management | 495k | $18M | 100% | Mar 2026 |
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| Index Fund Advisors | 488k | $18M | 11% | Mar 2026 |
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| Eagle Wealth Strategies | 484k | $21M | -1% | Jun 2026 |
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| Alesco Advisors | 448k | $16M | 2% | Mar 2026 |
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| Strata Wealth Advisors | 412k | $15M | -2% | Mar 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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| Royal Bank of Canada | 306k | $11M | 100% | Mar 2026 |
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| AE Wealth Management | 275k | $9.8M | 1% | Mar 2026 |
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| SPWM Advisors | 275k | $11M | 100% | Jun 2026 |
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| Financial Architects | 268k | $9.6M | 1% | Mar 2026 |
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| Blume Capital Management | 261k | $11M | 0% | Jun 2026 |
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| Eqis Capital Management | 257k | $9.2M | -27% | Mar 2026 |
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| von Borstel & Associates | 232k | $8.3M | -8% | Mar 2026 |
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| Betterment | 231k | $8.3M | 3% | Mar 2026 |
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| Vestmark Advisory Solutions | 228k | $8.2M | 3% | Mar 2026 |
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| Cordant | 209k | $7.5M | 6% | Mar 2026 |
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| Tortoise Investment Management | 204k | $7.3M | 5% | Mar 2026 |
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| Vise Technologies | 201k | $6.8M | 0% | Mar 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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| Warren Averett Asset Management | 187k | $6.7M | -2% | Mar 2026 |
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| Estate Counselors | 184k | $6.6M | 0% | Mar 2026 |
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| Natixis Asset Management Advisors | 182k | $6.5M | 82% | Mar 2026 |
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| Sterling Financial Planning | 177k | $6.3M | -2% | Mar 2026 |
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| Sax Wealth Advisors | 177k | $6.3M | 45% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 168k | $5.6M | 11% | Mar 2026 |
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| Envestnet Asset Management | 167k | $6.0M | 16% | Mar 2026 |
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| Savant Capital Management | 164k | $5.9M | 123% | Mar 2026 |
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| United Wealth Management | 161k | $6.9M | -1% | Jun 2026 |
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| Moneta Group Investment Advisors | 158k | $5.7M | -2% | Mar 2026 |
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| Breakwater Capital Group | 150k | $6.4M | -3% | 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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| Creative Planning | 140k | $5.0M | 7% | Mar 2026 |
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| Versant Capital Management | 139k | $5.9M | 77% | Jun 2026 |
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| Bank of America Corporation | 137k | $4.9M | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 137k | $5.9M | 13% | Jun 2026 |
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| Mercer Global Advisors | 134k | $4.8M | 100% | Mar 2026 |
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| Farther Finance Advisors | 131k | $5.6M | 5% | Jun 2026 |
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| Maryland Capital Advisors | 125k | $5.3M | -6% | Jun 2026 |
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| McCartney Wealth Management | 117k | $4.2M | 100% | Mar 2026 |
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| Eq Wealth Advisors | 115k | $4.9M | -2% | Jun 2026 |
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| Dravo Bay | 113k | $4.0M | 2% | Mar 2026 |
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| CI Private Wealth | 112k | $4.0M | 12% | Mar 2026 |
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| Baird Financial | 112k | $4.0M | 97% | Mar 2026 |
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| Steward Partners Investment Advisory | 112k | $4.0M | 6% | Mar 2026 |
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| Miracle Mile Advisors | 103k | $3.7M | 4% | Mar 2026 |
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| Integrity Alliance | 102k | $4.4M | -8% | Jun 2026 |
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| Resources Investment Advisors | 102k | $3.6M | 3% | Mar 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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| Summit Portfolio Management | 97k | $3.5M | 100% | Mar 2026 |
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| Pathstone Holdings | 96k | $3.4M | 2% | Mar 2026 |
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| Wealth Advisors Northwest | 92k | $3.3M | 2% | Mar 2026 |
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| Verum Partners | 89k | $3.2M | 0% | Mar 2026 |
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| Goss Wealth Management | 88k | $3.1M | -6% | Mar 2026 |
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| Astra Wealth Partners | 87k | $3.1M | 3% | Mar 2026 |
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| Golden Bell Financial Planning | 87k | $3.7M | 1% | 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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| Foundry Financial | 78k | $2.8M | 100% | Mar 2026 |
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| Mml Investors Services | 77k | $2.7M | -9% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 75k | $2.7M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 74k | $2.6M | 63% | Mar 2026 |
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| United Asset Strategies | 68k | $2.4M | 100% | Mar 2026 |
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| Main Street Financial Solutions | 68k | $2.4M | -7% | Mar 2026 |
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| Commonwealth Equity Services | 67k | $2.9M | 2% | Jun 2026 |
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| Integrated Wealth Concepts | 67k | $2.4M | 17% | Mar 2026 |
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| Old Mission Capital | 65k | $2.3M | 100% | Mar 2026 |
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| Sequoia Financial Advisors | 62k | $2.6M | 0% | Jun 2026 |
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| Abel Hall | 57k | $2.4M | 2% | Jun 2026 |
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| McGrath & Associates | 56k | $2.0M | -5% | Mar 2026 |
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| Ark & Tlk Investments | 55k | $2.0M | 40% | Mar 2026 |
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| Ubs Global Asset Management Americas | 53k | $1.9M | 100% | Mar 2026 |
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| Squire Investment Management Company | 52k | $2.2M | 100% | Jun 2026 |
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| CWM | 51k | $1.8M | 59% | Mar 2026 |
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| Cardiff Park Advisors | 51k | $1.8M | 0% | Mar 2026 |
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| Spire Wealth Management | 50k | $1.8M | 3% | Mar 2026 |
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| Parkshore Wealth Management | 50k | $1.8M | 50% | Mar 2026 |
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| Applied Capital | 49k | $1.8M | -3% | Mar 2026 |
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| Vantage Point Financial | 48k | $1.7M | -1% | Mar 2026 |
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| Pinney & Scofield | 47k | $1.7M | 5% | Mar 2026 |
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| Schubert & Co | 47k | $2.0M | 8% | Jun 2026 |
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| CLS Investments | 47k | $1.7M | -23% | Mar 2026 |
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| CSP Financial Group | 43k | $1.6M | 100% | Mar 2026 |
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| Perigon Wealth Management | 43k | $1.5M | -2% | Mar 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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| LPL Financial | 41k | $1.5M | 10% | Mar 2026 |
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| Kestra Advisory Services | 41k | $1.7M | 1% | Jun 2026 |
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| Deschutes Portfolio Strategy | 40k | $1.4M | 0% | Mar 2026 |
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| Tru Independence Asset Management 2 | 39k | $1.4M | 2% | Mar 2026 |
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| Geneos Wealth Management | 39k | $1.4M | 100% | Mar 2026 |
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| Park Avenue Securities | 37k | $1.3M | 20% | Mar 2026 |
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| Acorn Wealth Advisors | 37k | $1.6M | 17% | Jun 2026 |
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| Three Arch Wealth Management | 36k | $1.3M | 100% | Mar 2026 |
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| Monograph Wealth Advisors | 35k | $1.2M | 0% | Mar 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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| Rather & Kittrell | 33k | $1.2M | -1% | Mar 2026 |
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| Advisor Group Holdings | 32k | $1.2M | -52% | Mar 2026 |
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| Kane Co Wealth Management | 32k | $1.3M | -2% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 30k | $1.1M | 8% | Mar 2026 |
|
| Oceanside Advisors | 29k | $1.0M | 2% | Mar 2026 |
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| AA Financial Advisors | 29k | $1.0M | 100% | Mar 2026 |
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| Forum Financial Management | 29k | $1.2M | 0% | Jun 2026 |
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| Buckingham Strategic Partners | 28k | $997k | -2% | Mar 2026 |
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| Pettinga Financial Advisors | 27k | $1.1M | -28% | Jun 2026 |
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| BOS Asset Management | 23k | $824k | 7% | Mar 2026 |
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| Mattern Capital Management | 23k | $974k | 54% | Jun 2026 |
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| Altiora Financial Group | 23k | $811k | 0% | Mar 2026 |
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| Dorsey & Whitney Trust Company | 22k | $777k | 0% | Mar 2026 |
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| Gibson Capital | 22k | $769k | 1% | Mar 2026 |
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| Landing Point Financial Group | 21k | $764k | 6% | Mar 2026 |
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| TBH Global Asset Management | 21k | $759k | 100% | Mar 2026 |
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| Tandem Financial | 21k | $752k | 100% | Mar 2026 |
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| Good Harbor Advisors | 21k | $890k | -1% | Jun 2026 |
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| Citigroup | 21k | $734k | 100% | Mar 2026 |
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| UBS Group | 20k | $723k | 100% | Mar 2026 |
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| E6 Portfolios | 20k | $721k | 100% | Mar 2026 |
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| International Private Wealth Advisors | 20k | $720k | 18% | Mar 2026 |
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| JFS Wealth Advisors | 20k | $855k | -1% | Jun 2026 |
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| HPM Partners | 20k | $711k | 222% | Mar 2026 |
|
| Hanover Advisors | 19k | $663k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 17k | $719k | -37% | Jun 2026 |
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| Foundation Wealth Management | 15k | $535k | -41% | Mar 2026 |
|
| CSS | 9.8k | $351k | -68% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 33k | $1.1M |