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 | 18M | $466M | 5% | Mar 2026 |
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| Savant Capital Management | 13M | $339M | 22% | Mar 2026 |
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| JMG Financial Group | 6.3M | $169M | 11% | Mar 2026 |
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| Colony | 4.0M | $106M | 12% | Dec 2025 |
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| Brighton Jones | 2.8M | $74M | 7% | Mar 2026 |
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| TCI Wealth Advisors | 2.8M | $74M | 5% | Mar 2026 |
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| Sontag Advisory | 2.8M | $73M | 0% | Mar 2026 |
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| LifeGuide Financial Advisors | 2.5M | $67M | 4% | Mar 2026 |
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| DiNuzzo Private Wealth | 1.8M | $49M | 1% | Mar 2026 |
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| Buckingham Strategic Partners | 1.8M | $47M | 2499% | Mar 2026 |
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| Maseco | 1.6M | $41M | 6% | Mar 2026 |
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| LPL Financial | 1.2M | $32M | 4% | Mar 2026 |
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| Rather & Kittrell | 1.1M | $30M | 8% | Mar 2026 |
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| Summit Financial Strategies | 1.1M | $28M | 11% | Mar 2026 |
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| Rockwood Wealth Management | 1.0M | $27M | 12% | Mar 2026 |
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| WPWealth | 963k | $26M | 3% | Mar 2026 |
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| Financial Plan | 928k | $25M | 9% | Mar 2026 |
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| Beacon Pointe Advisors | 915k | $24M | 36% | Dec 2025 |
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| Wescott Financial Advisory Group | 908k | $24M | -7% | Mar 2026 |
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| Guardian Wealth Management | 905k | $24M | 100% | Mar 2026 |
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| Creative Capital Management Investments | 899k | $24M | 12% | Mar 2026 |
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| Great Waters Wealth Management | 888k | $24M | 7% | Mar 2026 |
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| Index Fund Advisors | 882k | $23M | 3% | Mar 2026 |
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| Verisail Partners | 862k | $23M | 2% | Mar 2026 |
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| Resources Investment Advisors | 820k | $22M | 2% | Mar 2026 |
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| Rs Crum | 665k | $18M | 4% | Mar 2026 |
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| Quantum Financial Advisors | 646k | $17M | -1% | Mar 2026 |
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| Wealth Management Nebraska | 621k | $17M | 10% | Mar 2026 |
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| Integris Wealth Management | 610k | $16M | 3% | Mar 2026 |
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| Private Wealth Management Group | 608k | $16M | 7% | Mar 2026 |
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| Jane Street | 602k | $16M | 197% | Mar 2026 |
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| CI Private Wealth | 584k | $16M | -15% | Mar 2026 |
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| Level Financial Advisors | 582k | $16M | 10% | Mar 2026 |
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| CWM | 581k | $15M | 11680% | Dec 2025 |
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| Evanson Asset Management | 563k | $15M | 25% | Mar 2026 |
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| Planning Center | 547k | $15M | 0% | Mar 2026 |
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| Aspen Capital Management | 547k | $15M | 1% | Mar 2026 |
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| Syverson Strege & Co | 476k | $13M | 0% | Mar 2026 |
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| Geometric Wealth Advisors | 445k | $12M | 5% | Mar 2026 |
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| Commonwealth Equity Services | 439k | $12M | 5% | Mar 2026 |
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| Harbour Investments | 435k | $12M | 32% | Mar 2026 |
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| Vestmark Advisory Solutions | 412k | $11M | 37% | Mar 2026 |
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| Sprinkle Financial Consultants | 375k | $10M | 5% | Mar 2026 |
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| Elser Financial Planning | 364k | $9.7M | 100% | Mar 2026 |
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| Bridge Generations Wealth Management | 360k | $9.6M | 3% | Mar 2026 |
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| American Investment Services | 359k | $9.5M | 7% | Mar 2026 |
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| XY Planning Network | 346k | $9.3M | 12% | Mar 2026 |
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| Envestnet Asset Management | 337k | $8.9M | 24% | Mar 2026 |
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| Awm Capital | 333k | $8.9M | 4% | Mar 2026 |
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| Apella Capital | 330k | $9.6M | 2% | Mar 2026 |
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| SJS Investment Consulting | 330k | $8.8M | 11% | Mar 2026 |
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| North Ridge Wealth Advisors | 315k | $8.4M | 7% | Mar 2026 |
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| REAP Financial Group | 314k | $8.3M | 12% | Mar 2026 |
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| Wintrust Financial Corporation | 275k | $7.3M | 119% | Mar 2026 |
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| RFG Advisory | 274k | $7.3M | -3% | Mar 2026 |
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| Wealth Architects | 269k | $7.2M | 4% | Mar 2026 |
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| McLean Asset Management Corp | 267k | $7.1M | 81% | Mar 2026 |
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| GeoWealth Management | 264k | $7.0M | 11% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 263k | $6.9M | -20% | Dec 2025 |
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| SRS Capital Advisors | 257k | $6.8M | -66% | Mar 2026 |
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| Burk Holdings | 254k | $6.8M | 7% | Mar 2026 |
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| Peirce Capital Management | 253k | $6.7M | 1% | Mar 2026 |
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| CogentBlue Wealth Advisors | 245k | $6.5M | 0% | Mar 2026 |
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| Tilson Financial Group | 244k | $6.5M | 9% | Mar 2026 |
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| Sterling Financial Planning | 235k | $6.3M | 7% | Mar 2026 |
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| AdvisorNet Financial | 215k | $5.7M | 6% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 214k | $5.7M | -38% | Mar 2026 |
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| Forum Private Client Group | 211k | $5.6M | 10% | Mar 2026 |
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| Parkshore Wealth Management | 211k | $5.6M | -27% | Mar 2026 |
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| HFM Investment Advisors | 206k | $5.5M | 11% | Mar 2026 |
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| Greenspring Advisors | 204k | $5.4M | 9% | Mar 2026 |
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| Shotwell Rutter Baer | 195k | $5.2M | 5% | Mar 2026 |
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| Parkwoods Wealth Partners | 194k | $5.2M | 72% | Mar 2026 |
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| New Dimensions Wealth Management | 194k | $5.1M | 7% | Dec 2025 |
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| Ruedi Wealth Management | 191k | $5.1M | 10% | Mar 2026 |
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| New Capital Management | 191k | $5.1M | 28% | Mar 2026 |
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| Hanson McClain Advisors | 189k | $5.0M | 105% | Dec 2025 |
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| Lam Group | 188k | $5.0M | -7% | Mar 2026 |
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| Vawter Financial | 184k | $4.9M | 4% | Dec 2025 |
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| AlTi Global | 180k | $4.8M | 0% | Mar 2026 |
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| Integrity Advisory Solutions | 179k | $4.8M | 12% | Mar 2026 |
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| Clarity Wealth Development | 178k | $4.7M | 4% | Mar 2026 |
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| JDH Wealth Management | 177k | $4.7M | 5% | Mar 2026 |
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| von Borstel & Associates | 177k | $4.7M | 3% | Mar 2026 |
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| Balanced Rock Investment Advisors | 176k | $4.7M | 3% | Mar 2026 |
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| Spire Wealth Management | 171k | $4.6M | 13% | Mar 2026 |
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| EP Wealth Advisors | 170k | $4.5M | -18% | Mar 2026 |
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| Colorado Capital Management | 167k | $4.4M | 8% | Mar 2026 |
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| Pathstone Holdings | 166k | $4.4M | -1% | Mar 2026 |
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| Farther Finance Advisors | 164k | $4.4M | 7% | Mar 2026 |
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| EverSource Wealth Advisors | 163k | $4.3M | -13% | Mar 2026 |
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| Cherry Tree Wealth Management | 157k | $4.2M | 5% | Mar 2026 |
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| Advisor Group Holdings | 154k | $4.1M | 11% | Dec 2025 |
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| Cooper/haims Advisors | 153k | $4.1M | 4% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 149k | $4.0M | 21% | Mar 2026 |
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| Integrity Alliance | 146k | $3.9M | 5% | Mar 2026 |
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| Betterment | 141k | $3.7M | 10% | Dec 2025 |
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| Physician Wealth Solutions | 139k | $3.7M | 37% | Mar 2026 |
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| LRI Investments | 128k | $3.4M | -2% | Mar 2026 |
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| Northwest Wealth Management | 124k | $3.3M | 26% | Mar 2026 |
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| Mercer Global Advisors | 120k | $3.2M | 6% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 119k | $3.2M | 22% | Mar 2026 |
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| Mosaic Family Wealth Partners | 118k | $3.1M | -8% | Mar 2026 |
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| Mattern Wealth Management | 115k | $3.0M | 5% | Mar 2026 |
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| Krilogy Financial | 114k | $3.3M | -3% | Mar 2026 |
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| Cogent Strategic Wealth | 114k | $3.0M | 2% | Mar 2026 |
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| Burton Enright Welch | 111k | $3.0M | 0% | Mar 2026 |
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| Wealth Advisors Northwest | 110k | $2.9M | 9% | Mar 2026 |
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| Fundamentun | 108k | $2.9M | 5% | Mar 2026 |
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| Longview Financial Advisors | 108k | $2.9M | 6% | Mar 2026 |
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| Yardley Wealth Management | 108k | $2.9M | 11% | Mar 2026 |
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| Mml Investors Services | 104k | $2.8M | 13% | Mar 2026 |
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| Porter White Investment Advisors | 103k | $2.7M | 0% | Mar 2026 |
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| Chicago Partners Investment | 103k | $2.9M | 1% | Mar 2026 |
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| Keb Asset Management | 102k | $2.7M | 14% | Mar 2026 |
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| Sage Rhino Capital | 100k | $2.7M | 18% | Mar 2026 |
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| Sterling Wealth Management | 99k | $2.6M | 4% | Mar 2026 |
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| Veratis Advisors | 94k | $2.7M | 100% | Dec 2025 |
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| Foundry Financial | 90k | $2.4M | 100% | Mar 2026 |
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| Aegis Wealth Management | 88k | $2.3M | -6% | Mar 2026 |
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| Foundations Investment Advisors | 87k | $2.3M | 16% | Mar 2026 |
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| D.A. Davidson & Co. | 86k | $2.3M | 2% | Mar 2026 |
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| Sensenig Capital Advisors | 85k | $2.3M | 100% | Mar 2026 |
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| Avant Financial Advisors | 85k | $2.3M | 1% | Mar 2026 |
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| CLS Investments | 84k | $2.2M | 1% | Mar 2026 |
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| Morris Financial Concepts | 81k | $2.1M | 20% | Mar 2026 |
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| Sterling Wealth Advisors | 79k | $2.3M | 0% | Mar 2026 |
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| Poinciana Advisors Group | 78k | $2.1M | 4% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 74k | $2.0M | 14% | Mar 2026 |
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| Goss Wealth Management | 72k | $250k | -20% | Mar 2026 |
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| Vistica Wealth Advisors | 72k | $1.9M | 100% | Mar 2026 |
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| Hill Investment Group Partners | 71k | $1.9M | -19% | Mar 2026 |
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| Meritas Wealth Management | 71k | $1.9M | 14% | Mar 2026 |
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| Creative Planning | 70k | $1.9M | 4% | Mar 2026 |
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| SC&H Financial Advisors | 67k | $1.8M | 3% | Mar 2026 |
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| First Command Advisory Services | 67k | $1.8M | 372% | Mar 2026 |
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| SageOak Financial | 67k | $1.8M | 2% | Mar 2026 |
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| Raymond James Financial | 66k | $1.7M | 343% | Dec 2025 |
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| Baker Tilly Financial | 64k | $1.7M | 18% | Mar 2026 |
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| Wheels Up Wealth | 63k | $1.7M | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 62k | $1.7M | 100% | Mar 2026 |
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| CSP Financial Group | 60k | $1.6M | 100% | Mar 2026 |
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| Silvia Mccoll Wealth Management | 60k | $1.6M | 3% | Mar 2026 |
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| Park Avenue Securities | 60k | $1.6M | 21% | Mar 2026 |
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| Three Arch Wealth Management | 59k | $1.6M | 100% | Mar 2026 |
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| Tactive Advisors | 59k | $1.6M | 3% | Mar 2026 |
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| Vantage Point Financial | 58k | $1.5M | 9% | Mar 2026 |
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| Cyndeo Wealth Partners | 56k | $1.5M | 8% | Mar 2026 |
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| Ridgeline Wealth | 55k | $1.5M | 6% | Mar 2026 |
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| Savvy Advisors | 55k | $1.5M | 19% | Mar 2026 |
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| W.H. Cornerstone Investments | 52k | $1.4M | -8% | Mar 2026 |
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| Timonier Family Office | 51k | $1.4M | -9% | Dec 2025 |
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| Captrust Financial Advisors | 49k | $1.3M | -11% | Dec 2025 |
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| Wealthcare Advisory Partners | 48k | $1.3M | -39% | Mar 2026 |
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| Total Wealth Planning | 30k | $798k | -95% | Dec 2025 |
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| Kfg Wealth Management | 13k | $335k | -79% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 325k | $8.6M |
| Wealth Enhancement Advisory Services | Dec 2025 | 283k | $7.5M |
| McMill Wealth Management | Dec 2025 | 220k | $5.8M |
| Jpmorgan Chase & Co | Sep 2025 | 183k | $5.0M |