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 | 2.6M | $91M | -4% | Mar 2026 |
|
| 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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| HighTower Advisors | 955k | $34M | 2% | Mar 2026 |
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| Raymond James Financial | 940k | $32M | 4% | Dec 2025 |
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| Burns Wealth Management | 832k | $30M | 23% | Mar 2026 |
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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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| Beacon Pointe Advisors | 606k | $20M | 2% | Dec 2025 |
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| B&D White Capital Company | 588k | $21M | 757% | Mar 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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| 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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| Goldman Sachs Group | 500k | $18M | 100% | Mar 2026 |
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| Penserra Capital Management | 495k | $18M | 100% | Mar 2026 |
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| Eagle Wealth Strategies | 489k | $18M | 1% | Mar 2026 |
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| Index Fund Advisors | 488k | $18M | 11% | Mar 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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| 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 | 330k | $12M | 0% | Mar 2026 |
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| Royal Bank of Canada | 306k | $11M | 89% | Mar 2026 |
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| AE Wealth Management | 275k | $9.8M | 1% | Mar 2026 |
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| Financial Architects | 268k | $9.6M | 1% | Mar 2026 |
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| Blume Capital Management | 262k | $9.4M | 0% | Mar 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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| Vestmark Advisory Solutions | 228k | $8.2M | 3% | Mar 2026 |
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| Betterment | 225k | $7.6M | 2% | 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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| 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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| 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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| 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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| Mills Wealth Advisors | 176k | $6.3M | 5% | Mar 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 | 162k | $5.8M | 2% | Mar 2026 |
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| Moneta Group Investment Advisors | 158k | $5.7M | -2% | Mar 2026 |
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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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| Root Financial Partners | 147k | $5.2M | -18% | Mar 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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| Integrity Advisory Solutions | 137k | $4.9M | 4% | Mar 2026 |
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| Bank of America Corporation | 137k | $4.9M | 100% | Mar 2026 |
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| Mercer Global Advisors | 134k | $4.8M | 100% | Mar 2026 |
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| Maryland Capital Advisors | 133k | $4.5M | 1% | 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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| Branch Banking & Trust Company | 122k | $4.3M | -52% | Mar 2026 |
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| Eq Wealth Advisors | 117k | $4.2M | 7% | Mar 2026 |
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| McCartney Wealth Management | 117k | $4.2M | 100% | Mar 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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| Steward Partners Investment Advisory | 112k | $4.0M | 6% | Mar 2026 |
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| Integrity Alliance | 111k | $4.0M | 0% | Mar 2026 |
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| Miracle Mile Advisors | 103k | $3.7M | 4% | Mar 2026 |
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| Resources Investment Advisors | 102k | $3.6M | 3% | Mar 2026 |
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| White Wing Wealth Management | 101k | $3.6M | -1% | Mar 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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| Chicago Partners Investment | 95k | $3.8M | 8% | 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 | 85k | $3.1M | 7% | Mar 2026 |
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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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| 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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| 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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| Main Street Financial Solutions | 73k | $2.5M | -4% | Dec 2025 |
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| United Asset Strategies | 68k | $2.4M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 67k | $2.4M | 17% | Mar 2026 |
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| Advisor Group Holdings | 67k | $2.2M | 47% | Dec 2025 |
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| Commonwealth Equity Services | 66k | $2.4M | 5% | Mar 2026 |
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| Sequoia Financial Advisors | 62k | $2.2M | -6% | Mar 2026 |
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| Baird Financial | 57k | $1.9M | 17% | Dec 2025 |
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| McGrath & Associates | 56k | $2.0M | -5% | Mar 2026 |
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| Abel Hall | 56k | $2.0M | -1% | Mar 2026 |
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| Ark & Tlk Investments | 55k | $2.0M | 40% | Mar 2026 |
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| SB Capital Management | 53k | $1.8M | 100% | Dec 2025 |
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| Ubs Global Asset Management Americas | 53k | $1.9M | 100% | 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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| EnRich Financial Partners | 48k | $1.7M | -2% | Mar 2026 |
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| Pinney & Scofield | 47k | $1.7M | 5% | Mar 2026 |
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| CLS Investments | 47k | $1.7M | -23% | Mar 2026 |
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| Hanson McClain Advisors | 45k | $1.5M | -9% | Dec 2025 |
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| Schubert & Co | 44k | $1.6M | 10% | 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 | $1.5M | 39% | Mar 2026 |
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| BKA Wealth Consulting | 42k | $1.5M | -5% | Mar 2026 |
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| LPL Financial | 41k | $1.5M | 10% | Mar 2026 |
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| Kestra Advisory Services | 40k | $1.4M | 6% | Mar 2026 |
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| Deschutes Portfolio Strategy | 40k | $1.4M | 0% | Mar 2026 |
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| Clark Asset Management | 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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| Grunden Financial Advisory | 38k | $1.3M | 14% | Dec 2025 |
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| Park Avenue Securities | 37k | $1.3M | 20% | Mar 2026 |
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| Pettinga Financial Advisors | 37k | $1.3M | -8% | Mar 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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| Bank Of Montreal | 34k | $1.2M | 100% | Mar 2026 |
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| Rather & Kittrell | 33k | $1.2M | -1% | Mar 2026 |
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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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| Acorn Wealth Advisors | 32k | $1.1M | 24% | Mar 2026 |
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| Porter White Investment Advisors | 31k | $1.1M | -1% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 30k | $1.1M | 8% | Mar 2026 |
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| 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 | $1.0M | -3% | Mar 2026 |
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| Buckingham Strategic Partners | 28k | $997k | -2% | Mar 2026 |
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| EverSource Wealth Advisors | 27k | $960k | -12% | Mar 2026 |
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| BOS Asset Management | 23k | $824k | 7% | Mar 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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| Good Harbor Advisors | 21k | $755k | 0% | Mar 2026 |
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| Tandem Financial | 21k | $752k | 100% | Mar 2026 |
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| Citigroup | 21k | $734k | 100% | Mar 2026 |
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| JFS Wealth Advisors | 20k | $728k | 0% | 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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| HPM Partners | 20k | $711k | 222% | Mar 2026 |
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| Hanover Advisors | 19k | $663k | 0% | Mar 2026 |
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| Foundation Wealth Management | 15k | $535k | -41% | Mar 2026 |
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| CSS | 9.8k | $351k | -68% | Mar 2026 |
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| Vestor Capital Corp | 3.7k | $132k | -95% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 268k | $8.6M |
| Jpmorgan Chase & Co | Sep 2025 | 60k | $1.9M |
| Old Mission Capital | Sep 2025 | 34k | $1.1M |
| Flow Traders US | Dec 2025 | 33k | $1.1M |