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 | 2.7M | $90M | 2% | Dec 2025 |
|
| Jones Financial Companies, L.L | 1.6M | $55M | 26% | Dec 2025 |
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| Comprehensive Portfolio Management | 1.4M | $51M | 6% | Mar 2026 |
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| Raymond James Financial | 940k | $32M | 4% | Dec 2025 |
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| HighTower Advisors | 933k | $32M | -1% | Dec 2025 |
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| FMR | 831k | $28M | -1% | Dec 2025 |
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| Sensible Money | 759k | $27M | 4% | Mar 2026 |
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| True Wealth Design | 701k | $25M | 0% | Mar 2026 |
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| Marquette Asset Management | 676k | $24M | 0% | Mar 2026 |
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| Burns Wealth Management | 675k | $23M | 18% | Dec 2025 |
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| Beacon Pointe Advisors | 606k | $20M | 2% | Dec 2025 |
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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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| Family Investment Center | 570k | $20M | 426% | Mar 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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| Eagle Wealth Strategies | 489k | $18M | 1% | Mar 2026 |
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| Index Fund Advisors | 440k | $15M | 8% | Dec 2025 |
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| Alesco Advisors | 440k | $15M | 12% | Dec 2025 |
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| Strata Wealth Advisors | 422k | $14M | -12% | Dec 2025 |
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| Guardian Wealth Management | 347k | $12M | 100% | Mar 2026 |
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| Graves-Light Private Wealth Management | 346k | $12M | -2% | Mar 2026 |
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| Opes Wealth Management | 331k | $11M | -1% | Dec 2025 |
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| AE Wealth Management | 271k | $9.2M | -6% | Dec 2025 |
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| Financial Architects | 268k | $9.6M | 1% | Mar 2026 |
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| Blume Capital Management | 262k | $8.9M | 0% | Dec 2025 |
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| Eqis Capital Management | 257k | $9.2M | -27% | Mar 2026 |
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| Branch Banking & Trust Company | 252k | $8.5M | 0% | Dec 2025 |
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| von Borstel & Associates | 252k | $8.5M | -1% | Dec 2025 |
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| Betterment | 225k | $7.6M | 2% | Dec 2025 |
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| Vestmark Advisory Solutions | 221k | $7.4M | 0% | Dec 2025 |
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| Cordant | 209k | $7.5M | 6% | Mar 2026 |
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| DiNuzzo Private Wealth | 205k | $7.3M | -2% | Mar 2026 |
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| Vise Technologies | 201k | $6.8M | 0% | Mar 2026 |
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| Tortoise Investment Management | 194k | $6.6M | 2% | Dec 2025 |
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| Warren Averett Asset Management | 192k | $6.5M | 0% | Dec 2025 |
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| Apella Capital | 184k | $7.3M | 100% | Mar 2026 |
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| Estate Counselors | 184k | $6.2M | 2% | Dec 2025 |
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| Sterling Financial Planning | 180k | $6.1M | 1% | Dec 2025 |
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| Root Financial Partners | 178k | $6.0M | -31% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 168k | $5.6M | 11% | Mar 2026 |
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| Mills Wealth Advisors | 167k | $5.6M | 5% | Dec 2025 |
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| Moneta Group Investment Advisors | 162k | $5.5M | 3% | Dec 2025 |
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| United Wealth Management | 160k | $5.4M | 3% | Dec 2025 |
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| Breakwater Capital Group | 154k | $5.5M | 3% | Mar 2026 |
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| Timonier Family Office | 151k | $5.1M | 1% | Dec 2025 |
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| Envestnet Asset Management | 144k | $4.9M | -3% | Dec 2025 |
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| Financially in Tune | 140k | $5.0M | 4% | Mar 2026 |
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| Maryland Capital Advisors | 133k | $4.5M | 1% | Dec 2025 |
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| Integrity Advisory Solutions | 132k | $4.4M | 100% | Dec 2025 |
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| Creative Planning | 131k | $4.4M | 12% | Dec 2025 |
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| Farther Finance Advisors | 126k | $4.5M | 7% | Mar 2026 |
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| Sax Wealth Advisors | 122k | $4.1M | 0% | Mar 2026 |
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| Integrity Alliance | 111k | $3.7M | 10% | Dec 2025 |
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| Dravo Bay | 111k | $3.7M | 6% | Dec 2025 |
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| Eq Wealth Advisors | 110k | $3.7M | 4% | Dec 2025 |
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| CI Private Wealth | 100k | $3.4M | 3% | Dec 2025 |
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| Steward Partners Investment Advisory | 105k | $3.5M | 27% | Dec 2025 |
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| Miracle Mile Advisors | 103k | $3.7M | 4% | Mar 2026 |
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| White Wing Wealth Management | 101k | $3.6M | -1% | Mar 2026 |
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| Natixis Asset Management Advisors | 100k | $3.4M | 51% | Dec 2025 |
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| Resources Investment Advisors | 98k | $3.3M | 6% | Dec 2025 |
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| Pathstone Holdings | 94k | $3.2M | -14% | Dec 2025 |
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| Goss Wealth Management | 93k | $3.2M | -28% | Dec 2025 |
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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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| Chicago Partners Investment | 88k | $3.2M | 2% | Dec 2025 |
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| Astra Wealth Partners | 85k | $2.9M | 6% | Dec 2025 |
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| Mml Investors Services | 84k | $2.8M | 0% | Dec 2025 |
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| Heritage Financial Services | 83k | $2.8M | -2% | Dec 2025 |
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| Lam Group | 82k | $2.9M | 0% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 81k | $2.9M | -2% | Mar 2026 |
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| Golden Bell Financial Planning | 80k | $2.7M | 9% | Dec 2025 |
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| Versant Capital Management | 79k | $2.8M | 13% | Mar 2026 |
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| Foundry Financial | 78k | $2.8M | 100% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 74k | $2.5M | -8% | Dec 2025 |
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| Savant Capital Management | 74k | $2.5M | -11% | Dec 2025 |
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| Vestor Capital Corp | 74k | $125k | 1885% | Dec 2025 |
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| Main Street Financial Solutions | 73k | $2.5M | -4% | Dec 2025 |
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| B&D White Capital Company | 69k | $2.3M | 100% | Dec 2025 |
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| Advisor Group Holdings | 67k | $2.2M | 47% | Dec 2025 |
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| Sequoia Financial Advisors | 66k | $2.2M | -4% | Dec 2025 |
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| Commonwealth Equity Services | 63k | $2.1M | 14% | Dec 2025 |
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| CLS Investments | 61k | $2.1M | 1% | Dec 2025 |
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| Integrated Wealth Concepts | 57k | $1.9M | -9% | Dec 2025 |
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| Baird Financial | 57k | $1.9M | 17% | Dec 2025 |
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| Abel Hall | 56k | $1.9M | -4% | Dec 2025 |
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| McGrath & Associates | 56k | $2.0M | -5% | Mar 2026 |
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| SB Capital Management | 53k | $1.8M | 100% | Dec 2025 |
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| Cardiff Park Advisors | 51k | $1.7M | 0% | Dec 2025 |
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| Spire Wealth Management | 50k | $1.8M | 3% | Mar 2026 |
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| Applied Capital | 49k | $1.8M | -3% | Mar 2026 |
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| EnRich Financial Partners | 49k | $1.7M | -2% | Dec 2025 |
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| Vantage Point Financial | 49k | $1.6M | 8% | Dec 2025 |
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| Hanson McClain Advisors | 45k | $1.5M | -9% | Dec 2025 |
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| Pinney & Scofield | 45k | $1.5M | 0% | Dec 2025 |
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| Perigon Wealth Management | 43k | $1.5M | -2% | Mar 2026 |
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| BKA Wealth Consulting | 42k | $1.5M | -5% | Mar 2026 |
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| Deschutes Portfolio Strategy | 40k | $1.3M | 0% | Dec 2025 |
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| Ark & Tlk Investments | 40k | $1.3M | 143% | Dec 2025 |
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| Clark Asset Management | 40k | $1.4M | 0% | Mar 2026 |
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| Schubert & Co | 40k | $1.3M | 7% | Dec 2025 |
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| Tru Independence Asset Management 2 | 39k | $1.4M | 2% | Mar 2026 |
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| Grunden Financial Advisory | 38k | $1.3M | 14% | Dec 2025 |
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| Kestra Advisory Services | 38k | $1.3M | 4% | Dec 2025 |
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| Park Avenue Securities | 37k | $1.3M | 20% | Mar 2026 |
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| LPL Financial | 37k | $1.3M | 22% | Dec 2025 |
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| Pettinga Financial Advisors | 37k | $1.3M | -8% | Mar 2026 |
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| Triumph Capital Management | 35k | $1.2M | 100% | Dec 2025 |
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| Monograph Wealth Advisors | 35k | $1.2M | 0% | Dec 2025 |
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| Flow Traders US | 33k | $1.1M | 100% | Dec 2025 |
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| Parkshore Wealth Management | 33k | $1.1M | 84% | Dec 2025 |
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| Rather & Kittrell | 33k | $1.1M | 5% | Dec 2025 |
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| Kane Co Wealth Management | 32k | $1.2M | 1% | Mar 2026 |
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| CWM | 32k | $1.1M | 5% | Dec 2025 |
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| Porter White Investment Advisors | 32k | $1.1M | -2% | Dec 2025 |
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| CSS | 31k | $1.0M | 11% | Dec 2025 |
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| Cambridge Investment Research Advisors | 31k | $1.0M | 14% | Dec 2025 |
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| EverSource Wealth Advisors | 31k | $1.0M | -6% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 30k | $1.1M | 8% | Mar 2026 |
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| AA Financial Advisors | 29k | $1.0M | 100% | Mar 2026 |
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| Forum Financial Management | 29k | $1.0M | -3% | Mar 2026 |
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| Oceanside Advisors | 29k | $972k | 2% | Dec 2025 |
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| Buckingham Strategic Partners | 28k | $956k | -3% | Dec 2025 |
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| Acorn Wealth Advisors | 25k | $859k | 68% | Dec 2025 |
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| BOS Asset Management | 23k | $824k | 7% | Mar 2026 |
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| Altiora Financial Group | 23k | $765k | 0% | Dec 2025 |
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| Dorsey & Whitney Trust Company | 22k | $733k | 0% | Dec 2025 |
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| Gibson Capital | 22k | $769k | 1% | Mar 2026 |
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| TBH Global Asset Management | 21k | $759k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 20k | $728k | 0% | Mar 2026 |
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| Landing Point Financial Group | 20k | $680k | 0% | Dec 2025 |
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| International Private Wealth Advisors | 20k | $720k | 18% | Mar 2026 |
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| Hanover Advisors | 19k | $623k | 0% | Dec 2025 |
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| Unison Advisors | 18k | $610k | -5% | Dec 2025 |
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| Moisand Fitzgerald Tamayo | 18k | $631k | 0% | Mar 2026 |
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| Family CFO | 17k | $585k | 0% | Dec 2025 |
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| Two West Capital Advisors | 17k | $568k | 1% | Dec 2025 |
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| EP Wealth Advisors | 17k | $565k | 100% | Dec 2025 |
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| Tranquility Partners | 16k | $585k | 2% | Mar 2026 |
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| Clune & Associates | 16k | $573k | 26% | Mar 2026 |
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| NCM Capital Management | 16k | $528k | 8% | Dec 2025 |
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| Colony | 15k | $511k | 14% | Dec 2025 |
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| Foundation Wealth Management | 15k | $535k | -41% | Mar 2026 |
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| SwitchPoint Financial Planning | 14k | $462k | 0% | Dec 2025 |
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| First Financial Group Corp | 14k | $486k | 1% | Mar 2026 |
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| Austin Private Wealth | 13k | $453k | 1% | Dec 2025 |
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| Drive Wealth Management | 13k | $476k | 12% | Mar 2026 |
|
| Sanctuary Advisors | 13k | $433k | 100% | Dec 2025 |
|
| Stokes Family Office | 7.1k | $239k | -89% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 268k | $8.6M |
| Jane Street | Sep 2025 | 200k | $6.4M |
| Mach-1 Financial Group | Sep 2025 | 120k | $3.8M |
| Citadel Advisors | Sep 2025 | 109k | $3.5M |
| Old Mission Capital | Sep 2025 | 34k | $1.1M |
| Goldman Sachs Group | Sep 2025 | 30k | $962k |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sep 2025 | 22k | $685k |
| Tandem Financial | Sep 2025 | 20k | $651k |
| Wealth Management Nebraska | Sep 2025 | 14k | $441k |