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 | 17M | $440M | 8% | Dec 2025 |
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| Savant Capital Management | 10M | $276M | 36% | Dec 2025 |
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| JMG Financial Group | 5.7M | $151M | 6% | Dec 2025 |
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| Colony | 4.0M | $106M | 12% | Dec 2025 |
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| Sontag Advisory | 2.7M | $73M | 8% | Dec 2025 |
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| TCI Wealth Advisors | 2.7M | $70M | 18% | Dec 2025 |
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| Brighton Jones | 2.6M | $69M | 9% | Dec 2025 |
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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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| Maseco | 1.5M | $39M | 6% | Dec 2025 |
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| LPL Financial | 1.2M | $31M | 11% | Dec 2025 |
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| Rather & Kittrell | 1.0M | $27M | 19% | Dec 2025 |
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| Wescott Financial Advisory Group | 974k | $26M | 0% | Dec 2025 |
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| Summit Financial Strategies | 957k | $25M | 10% | Dec 2025 |
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| WPWealth | 932k | $25M | 7% | Dec 2025 |
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| Beacon Pointe Advisors | 915k | $24M | 36% | Dec 2025 |
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| Rockwood Wealth Management | 901k | $24M | 26% | Dec 2025 |
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| Index Fund Advisors | 857k | $23M | 8% | Dec 2025 |
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| Financial Plan | 851k | $23M | 100% | Dec 2025 |
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| Verisail Partners | 845k | $22M | 6% | Dec 2025 |
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| Great Waters Wealth Management | 831k | $22M | 16% | Dec 2025 |
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| Creative Capital Management Investments | 806k | $21M | 10% | Dec 2025 |
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| Resources Investment Advisors | 802k | $21M | 5% | Dec 2025 |
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| SRS Capital Advisors | 747k | $20M | 100% | Dec 2025 |
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| CI Private Wealth | 683k | $18M | 18% | Dec 2025 |
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| Quantum Financial Advisors | 646k | $17M | -1% | Mar 2026 |
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| Rs Crum | 641k | $17M | 4% | Dec 2025 |
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| Integris Wealth Management | 610k | $16M | 3% | 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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| Private Wealth Management Group | 569k | $15M | 4% | Dec 2025 |
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| Wealth Management Nebraska | 563k | $15M | 19% | Dec 2025 |
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| Evanson Asset Management | 563k | $15M | 25% | Mar 2026 |
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| Planning Center | 549k | $15M | 2% | Dec 2025 |
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| Aspen Capital Management | 541k | $14M | 8% | Dec 2025 |
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| Syverson Strege & Co | 476k | $13M | 1% | Dec 2025 |
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| Geometric Wealth Advisors | 424k | $11M | 6% | Dec 2025 |
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| Commonwealth Equity Services | 419k | $11M | 8% | Dec 2025 |
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| Sprinkle Financial Consultants | 356k | $9.4M | 3% | Dec 2025 |
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| Bridge Generations Wealth Management | 348k | $9.2M | 1% | Dec 2025 |
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| XY Planning Network | 346k | $9.3M | 12% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 344k | $9.1M | 147% | Dec 2025 |
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| American Investment Services | 335k | $8.8M | 20% | Dec 2025 |
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| Harbour Investments | 330k | $8.7M | 59215% | Dec 2025 |
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| Citadel Advisors | 325k | $8.6M | 475% | Dec 2025 |
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| Apella Capital | 324k | $8.6M | 15% | Dec 2025 |
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| Awm Capital | 320k | $8.4M | 2% | Dec 2025 |
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| Vestmark Advisory Solutions | 299k | $7.9M | 10% | Dec 2025 |
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| SJS Investment Consulting | 298k | $7.9M | 12% | Dec 2025 |
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| North Ridge Wealth Advisors | 293k | $7.7M | 8% | Dec 2025 |
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| Parkshore Wealth Management | 289k | $7.6M | -25% | Dec 2025 |
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| RFG Advisory | 283k | $7.5M | 2% | Dec 2025 |
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| REAP Financial Group | 279k | $7.4M | 10% | Dec 2025 |
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| Envestnet Asset Management | 271k | $7.2M | 8% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 263k | $6.9M | -20% | Dec 2025 |
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| Wealth Architects | 259k | $6.8M | 10% | Dec 2025 |
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| Peirce Capital Management | 252k | $6.6M | 3% | Dec 2025 |
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| CogentBlue Wealth Advisors | 245k | $6.5M | 42% | Dec 2025 |
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| Burk Holdings | 238k | $6.3M | 18% | Dec 2025 |
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| GeoWealth Management | 237k | $6.3M | 1% | Dec 2025 |
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| Tilson Financial Group | 225k | $5.9M | 8% | Dec 2025 |
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| McMill Wealth Management | 220k | $5.8M | 13% | Dec 2025 |
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| Sterling Financial Planning | 219k | $5.8M | 6% | Dec 2025 |
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| EP Wealth Advisors | 208k | $5.5M | 100% | Dec 2025 |
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| AdvisorNet Financial | 203k | $5.4M | 4% | Dec 2025 |
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| Jane Street | 203k | $5.4M | 114% | Dec 2025 |
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| Lam Group | 203k | $5.3M | 40% | Dec 2025 |
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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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| Forum Private Client Group | 192k | $5.1M | 14% | Dec 2025 |
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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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| Greenspring Advisors | 188k | $5.0M | 551% | Dec 2025 |
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| EverSource Wealth Advisors | 187k | $4.9M | -9% | Dec 2025 |
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| HFM Investment Advisors | 186k | $4.9M | 2% | Dec 2025 |
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| Shotwell Rutter Baer | 186k | $4.9M | 6% | Dec 2025 |
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| Vawter Financial | 184k | $4.9M | 4% | Dec 2025 |
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| AlTi Global | 180k | $4.7M | 0% | Dec 2025 |
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| Ruedi Wealth Management | 174k | $4.6M | 21% | Dec 2025 |
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| von Borstel & Associates | 171k | $4.5M | 5% | Dec 2025 |
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| Clarity Wealth Development | 171k | $4.5M | 16% | Dec 2025 |
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| Balanced Rock Investment Advisors | 171k | $4.5M | 9% | Dec 2025 |
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| JDH Wealth Management | 168k | $4.4M | 8% | Dec 2025 |
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| Pathstone Holdings | 168k | $4.4M | -4% | Dec 2025 |
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| Colorado Capital Management | 167k | $4.4M | 8% | Mar 2026 |
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| Farther Finance Advisors | 164k | $4.4M | 7% | Mar 2026 |
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| Integrity Advisory Solutions | 160k | $4.2M | 100% | Dec 2025 |
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| Advisor Group Holdings | 154k | $4.1M | 11% | Dec 2025 |
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| Spire Wealth Management | 152k | $4.0M | 17% | Dec 2025 |
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| Cherry Tree Wealth Management | 151k | $4.0M | 4% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 149k | $4.0M | 21% | Mar 2026 |
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| McLean Asset Management Corp | 148k | $4.0M | 353% | Dec 2025 |
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| Cooper/haims Advisors | 147k | $3.9M | 8% | Dec 2025 |
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| Betterment | 141k | $3.7M | 10% | Dec 2025 |
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| Integrity Alliance | 139k | $3.7M | 12% | Dec 2025 |
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| Physician Wealth Solutions | 139k | $3.7M | 37% | Mar 2026 |
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| LRI Investments | 130k | $3.4M | -7% | Dec 2025 |
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| Mosaic Family Wealth Partners | 128k | $3.4M | -1% | Dec 2025 |
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| Wintrust Financial Corporation | 126k | $3.3M | 10% | Dec 2025 |
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| Northwest Wealth Management | 124k | $3.3M | 26% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 119k | $3.2M | 22% | Mar 2026 |
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| Krilogy Financial | 117k | $3.2M | 8% | Dec 2025 |
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| Mercer Global Advisors | 113k | $3.0M | -3% | Dec 2025 |
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| Cogent Strategic Wealth | 112k | $3.0M | 100% | Dec 2025 |
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| Burton Enright Welch | 111k | $2.9M | 0% | Dec 2025 |
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| Wealth Advisors Northwest | 110k | $2.9M | 9% | Mar 2026 |
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| Mattern Wealth Management | 109k | $2.9M | 6% | Dec 2025 |
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| Porter White Investment Advisors | 103k | $2.7M | 5% | Dec 2025 |
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| Fundamentun | 102k | $2.7M | 6% | Dec 2025 |
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| Chicago Partners Investment | 102k | $2.8M | 1% | Dec 2025 |
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| Longview Financial Advisors | 101k | $2.7M | 10% | Dec 2025 |
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| Yardley Wealth Management | 97k | $2.6M | 7% | Dec 2025 |
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| Sterling Wealth Management | 95k | $2.5M | 10% | Dec 2025 |
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| Veratis Advisors | 94k | $2.7M | 100% | Dec 2025 |
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| Aegis Wealth Management | 93k | $2.5M | 14% | Dec 2025 |
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| Mml Investors Services | 93k | $2.5M | 8% | Dec 2025 |
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| Goss Wealth Management | 89k | $2.4M | -5% | Dec 2025 |
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| Keb Asset Management | 89k | $2.4M | 42% | Dec 2025 |
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| Hill Investment Group Partners | 88k | $2.3M | -2% | Dec 2025 |
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| Sensenig Capital Advisors | 85k | $2.3M | 100% | Mar 2026 |
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| Sage Rhino Capital | 85k | $2.2M | 3% | Dec 2025 |
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| D.A. Davidson & Co. | 84k | $2.2M | 10% | Dec 2025 |
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| Avant Financial Advisors | 84k | $2.2M | 0% | Dec 2025 |
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| CLS Investments | 83k | $2.2M | 5% | Dec 2025 |
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| Sterling Wealth Advisors | 79k | $2.1M | 34% | Dec 2025 |
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| Foundations Investment Advisors | 75k | $2.0M | 198% | Dec 2025 |
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| Poinciana Advisors Group | 74k | $2.0M | 23% | Dec 2025 |
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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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| Meritas Wealth Management | 71k | $1.9M | 14% | Mar 2026 |
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| Buckingham Strategic Partners | 68k | $1.8M | -93% | Dec 2025 |
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| Creative Planning | 67k | $1.8M | 8% | Dec 2025 |
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| Morris Financial Concepts | 67k | $1.8M | 11% | Dec 2025 |
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| Raymond James Financial | 66k | $1.7M | 343% | Dec 2025 |
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| SC&H Financial Advisors | 65k | $1.7M | 2% | Dec 2025 |
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| SageOak Financial | 65k | $1.7M | 6% | Dec 2025 |
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| Baker Tilly Financial | 64k | $1.7M | 18% | Mar 2026 |
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| Silvia Mccoll Wealth Management | 60k | $1.6M | 3% | Mar 2026 |
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| Kfg Wealth Management | 60k | $1.6M | 16% | Dec 2025 |
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| Park Avenue Securities | 60k | $1.6M | 21% | Mar 2026 |
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| Tactive Advisors | 57k | $1.5M | -38% | Dec 2025 |
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| W.H. Cornerstone Investments | 56k | $1.5M | 10% | Dec 2025 |
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| Cyndeo Wealth Partners | 56k | $1.5M | 8% | Mar 2026 |
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| Amicus Financial Advisors | 55k | $1.5M | 56% | Mar 2026 |
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| Vantage Point Financial | 53k | $1.4M | 19% | Dec 2025 |
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| McNamara Financial Services | 53k | $1.4M | 2% | Mar 2026 |
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| Abel Hall | 53k | $1.4M | 7% | Dec 2025 |
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| BWM Planning | 53k | $1.4M | 6% | Dec 2025 |
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| Ridgeline Wealth | 52k | $1.4M | 12% | Dec 2025 |
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| Timonier Family Office | 51k | $1.4M | -9% | Dec 2025 |
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| Market Street Wealth Management Advisors | 51k | $1.4M | 3% | Mar 2026 |
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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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| Master's Wealth Management | 48k | $1.3M | -83% | Dec 2025 |
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| Total Wealth Planning | 30k | $798k | -95% | Dec 2025 |
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| KM Capital Management | 30k | $784k | -49% | Dec 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 283k | $7.5M |
| Mach-1 Financial Group | Sep 2025 | 138k | $3.8M |