Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGR
- CUSIP Number: 25434v658
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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 | $422M | 6% | Sep 2025 |
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| Savant Capital Management | 8.4M | $231M | 26% | Sep 2025 |
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| JMG Financial Group | 5.4M | $146M | 7% | Sep 2025 |
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| Colony | 3.6M | $98M | 11% | Sep 2025 |
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| Sontag Advisory | 2.5M | $69M | 3% | Sep 2025 |
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| Brighton Jones | 2.4M | $66M | 8% | Sep 2025 |
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| TCI Wealth Advisors | 2.3M | $62M | 17% | Sep 2025 |
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| LifeGuide Financial Advisors | 2.2M | $59M | 0% | Sep 2025 |
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| DiNuzzo Private Wealth | 1.7M | $46M | 2% | Sep 2025 |
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| Maseco | 1.4M | $38M | 3% | Sep 2025 |
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| LPL Financial | 1.1M | $29M | 8% | Sep 2025 |
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| Wescott Financial Advisory Group | 970k | $27M | 1% | Sep 2025 |
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| Buckingham Strategic Partners | 959k | $26M | -17% | Sep 2025 |
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| Summit Financial Strategies | 869k | $24M | 5% | Sep 2025 |
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| WPWealth | 869k | $24M | 14% | Sep 2025 |
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| Rather & Kittrell | 862k | $24M | 17% | Sep 2025 |
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| Verisail Partners | 794k | $22M | 1% | Sep 2025 |
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| Index Fund Advisors | 791k | $22M | 2% | Sep 2025 |
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| Resources Investment Advisors | 765k | $21M | 2% | Sep 2025 |
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| Creative Capital Management Investments | 732k | $20M | 8% | Sep 2025 |
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| Great Waters Wealth Management | 717k | $20M | 8% | Sep 2025 |
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| Rockwood Wealth Management | 713k | $20M | 33% | Sep 2025 |
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| Beacon Pointe Advisors | 674k | $18M | 1623% | Sep 2025 |
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| Quantum Financial Advisors | 654k | $18M | -4% | Sep 2025 |
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| Willow Creek Wealth Management | 639k | $17M | 14% | Sep 2025 |
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| Total Wealth Planning | 615k | $17M | 8% | Sep 2025 |
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| Rs Crum | 614k | $17M | 4% | Sep 2025 |
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| CI Private Wealth | 578k | $16M | -40% | Sep 2025 |
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| Integris Wealth Management | 556k | $15M | 3% | Sep 2025 |
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| Private Wealth Management Group | 546k | $15M | 7% | Sep 2025 |
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| Planning Center | 538k | $15M | 3% | Sep 2025 |
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| Aspen Capital Management | 500k | $14M | 6% | Sep 2025 |
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| Wealth Management Nebraska | 474k | $13M | 13% | Sep 2025 |
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| Syverson Strege & Co | 473k | $13M | -5% | Sep 2025 |
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| Level Financial Advisors | 469k | $13M | 10% | Sep 2025 |
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| Jentner | 467k | $13M | 1% | Jun 2025 |
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| Evanson Asset Management | 414k | $11M | 17% | Sep 2025 |
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| Geometric Wealth Advisors | 401k | $11M | 9% | Sep 2025 |
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| Parkshore Wealth Management | 387k | $11M | 24% | Sep 2025 |
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| Commonwealth Equity Services | 387k | $11M | 7% | Sep 2025 |
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| Sprinkle Financial Consultants | 346k | $9.4M | 2% | Sep 2025 |
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| Bridge Generations Wealth Management | 345k | $9.4M | -8% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 328k | $9.0M | 2% | Sep 2025 |
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| Awm Capital | 314k | $8.6M | 23% | Sep 2025 |
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| Master's Wealth Management | 284k | $7.8M | 5% | Sep 2025 |
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| Apella Capital | 281k | $7.7M | 8% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 280k | $7.6M | 43% | Sep 2025 |
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| American Investment Services | 280k | $7.6M | 11% | Sep 2025 |
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| RFG Advisory | 278k | $7.6M | 1% | Sep 2025 |
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| Vestmark Advisory Solutions | 272k | $7.4M | -46% | Sep 2025 |
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| North Ridge Wealth Advisors | 272k | $7.4M | 5% | Sep 2025 |
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| SJS Investment Consulting | 265k | $7.2M | 12% | Sep 2025 |
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| REAP Financial Group | 255k | $7.0M | 13% | Sep 2025 |
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| Envestnet Asset Management | 250k | $6.8M | 12% | Sep 2025 |
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| Peirce Capital Management | 244k | $6.7M | 1% | Sep 2025 |
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| GeoWealth Management | 235k | $6.4M | 13% | Sep 2025 |
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| Wealth Architects | 234k | $6.4M | 6% | Sep 2025 |
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| Hemington Wealth Management | 215k | $5.9M | 23% | Sep 2025 |
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| Tilson Financial Group | 209k | $5.7M | 1% | Sep 2025 |
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| Sterling Financial Planning | 207k | $5.6M | 2% | Sep 2025 |
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| EverSource Wealth Advisors | 205k | $5.6M | 7% | Sep 2025 |
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| Burk Holdings | 201k | $5.5M | 7% | Sep 2025 |
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| AdvisorNet Financial | 196k | $5.4M | 3% | Sep 2025 |
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| McMill Wealth Management | 194k | $5.3M | 11% | Sep 2025 |
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| XY Planning Network | 189k | $5.1M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 183k | $5.0M | 35% | Sep 2025 |
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| HFM Investment Advisors | 182k | $5.0M | 13% | Sep 2025 |
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| New Dimensions Wealth Management | 181k | $5.0M | 4% | Sep 2025 |
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| AlTi Global | 180k | $4.9M | 0% | Sep 2025 |
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| Vawter Financial | 177k | $4.8M | 1192% | Sep 2025 |
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| Pathstone Holdings | 175k | $4.8M | -9% | Sep 2025 |
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| Shotwell Rutter Baer | 175k | $4.7M | 2% | Sep 2025 |
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| CogentBlue Wealth Advisors | 172k | $4.7M | 100% | Sep 2025 |
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| Forum Private Client Group | 169k | $4.6M | 8% | Sep 2025 |
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| von Borstel & Associates | 162k | $4.4M | 7% | Sep 2025 |
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| Balanced Rock Investment Advisors | 157k | $4.3M | 8% | Sep 2025 |
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| New Capital Management | 157k | $4.3M | -10% | Sep 2025 |
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| JDH Wealth Management | 156k | $4.3M | 8% | Sep 2025 |
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| Clarity Wealth Development | 147k | $4.0M | 6% | Sep 2025 |
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| Colorado Capital Management | 147k | $4.0M | 8% | Sep 2025 |
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| Cherry Tree Wealth Management | 145k | $4.0M | 11% | Sep 2025 |
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| Lam Group | 145k | $3.9M | -1% | Sep 2025 |
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| Ruedi Wealth Management | 143k | $3.9M | 7% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 139k | $3.8M | 16% | Sep 2025 |
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| LRI Investments | 139k | $3.8M | -2% | Sep 2025 |
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| Mach-1 Financial Group | 138k | $3.8M | 100% | Sep 2025 |
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| Advisor Group Holdings | 138k | $3.8M | 14% | Sep 2025 |
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| Cooper/haims Advisors | 137k | $3.7M | 7% | Sep 2025 |
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| Waypoint Wealth Partners | 134k | $3.6M | 100% | Jun 2025 |
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| Spire Wealth Management | 130k | $3.5M | 0% | Sep 2025 |
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| Mosaic Family Wealth Partners | 129k | $3.5M | -5% | Sep 2025 |
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| Betterment | 128k | $3.5M | 13% | Sep 2025 |
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| Integrity Alliance | 125k | $3.4M | 4% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 123k | $3.4M | 7% | Sep 2025 |
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| Mercer Global Advisors | 116k | $3.2M | 7% | Sep 2025 |
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| Wintrust Financial Corporation | 114k | $3.1M | 635% | Sep 2025 |
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| Krilogy Financial | 109k | $2.9M | 13% | Sep 2025 |
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| Mattern Wealth Management | 103k | $2.8M | 6% | Sep 2025 |
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| Chicago Partners Investment | 101k | $2.8M | -1% | Sep 2025 |
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| Porter White Investment Advisors | 98k | $2.7M | 0% | Sep 2025 |
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| Fundamentun | 97k | $2.6M | 172% | Sep 2025 |
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| Jane Street | 95k | $2.6M | -75% | Sep 2025 |
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| Goss Wealth Management | 94k | $2.6M | -13% | Sep 2025 |
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| Tactive Advisors | 93k | $2.5M | 100% | Sep 2025 |
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| Hanson McClain Advisors | 92k | $2.5M | 562% | Sep 2025 |
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| Longview Financial Advisors | 92k | $2.5M | 2% | Sep 2025 |
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| Baker Tilly Financial | 91k | $2.5M | 100% | Sep 2025 |
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| Yardley Wealth Management | 91k | $2.5M | -6% | Sep 2025 |
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| Hill Investment Group Partners | 89k | $2.4M | 0% | Sep 2025 |
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| Farther Finance Advisors | 89k | $2.4M | 10% | Sep 2025 |
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| Trust Co of the South | 87k | $2.4M | -7% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 87k | $2.4M | 40% | Sep 2025 |
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| Northwest Wealth Management | 86k | $2.4M | -5% | Sep 2025 |
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| Sterling Wealth Management | 86k | $2.4M | 9% | Sep 2025 |
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| Mml Investors Services | 86k | $2.4M | 8% | Sep 2025 |
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| Avant Financial Advisors | 84k | $2.3M | 7% | Sep 2025 |
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| Sage Rhino Capital | 82k | $2.3M | 3% | Sep 2025 |
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| Aegis Wealth Management | 81k | $2.2M | 4% | Sep 2025 |
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| Wealth Advisors Northwest | 80k | $2.2M | 21% | Sep 2025 |
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| CLS Investments | 79k | $2.2M | 6% | Sep 2025 |
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| D.A. Davidson & Co. | 77k | $2.1M | 3% | Sep 2025 |
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| Wealthcare Advisory Partners | 76k | $2.1M | 11% | Sep 2025 |
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| Claris Advisors, Llc / Mo / | 75k | $2.0M | 0% | Sep 2025 |
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| Cypress Point Wealth Management | 73k | $2.0M | -36% | Sep 2025 |
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| Physician Wealth Solutions | 68k | $1.8M | 17% | Sep 2025 |
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| SC&H Financial Advisors | 64k | $1.7M | 1% | Sep 2025 |
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| Keb Asset Management | 63k | $1.7M | 11% | Sep 2025 |
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| Meritas Wealth Management | 62k | $1.7M | 2% | Sep 2025 |
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| Creative Planning | 62k | $1.7M | 17% | Sep 2025 |
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| SageOak Financial | 61k | $1.7M | 5% | Sep 2025 |
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| Morris Financial Concepts | 61k | $1.7M | 9% | Sep 2025 |
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| Poinciana Advisors Group | 61k | $1.7M | 0% | Sep 2025 |
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| Sterling Wealth Advisors | 59k | $1.6M | 100% | Sep 2025 |
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| Silvia Mccoll Wealth Management | 59k | $1.6M | -2% | Sep 2025 |
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| KM Capital Management | 58k | $1.6M | 47% | Sep 2025 |
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| Parkwoods Wealth Partners | 57k | $1.6M | 100% | Sep 2025 |
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| Timonier Family Office | 57k | $1.5M | 1% | Sep 2025 |
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| Citadel Advisors | 57k | $1.5M | -32% | Sep 2025 |
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| Captrust Financial Advisors | 56k | $1.5M | -11% | Sep 2025 |
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| Market Street Wealth Management Advisors | 52k | $1.4M | 4% | Sep 2025 |
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| Kfg Wealth Management | 51k | $1.4M | 6% | Sep 2025 |
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| W.H. Cornerstone Investments | 51k | $1.4M | 4% | Sep 2025 |
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| McNamara Financial Services | 50k | $1.4M | 3% | Sep 2025 |
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| BWM Planning | 50k | $1.4M | 42% | Sep 2025 |
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| Abel Hall | 50k | $1.4M | 10% | Sep 2025 |
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| Ridgeline Wealth | 47k | $1.3M | 4% | Sep 2025 |
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| Geneos Wealth Management | 47k | $1.3M | 4% | Sep 2025 |
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| Vantage Point Financial | 45k | $1.2M | 13% | Sep 2025 |
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| Savvy Advisors | 43k | $1.2M | 1% | Sep 2025 |
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| Stifel Financial | 42k | $1.1M | -1% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 656k | $18M |
| Armis Advisers | Jun 2025 | 210k | $5.6M |
| Susquehanna International | Jun 2025 | 110k | $2.9M |
| Accordant Advisory Group | Jun 2025 | 108k | $2.9M |