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 | $522M | 3% | Jun 2026 |
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| Savant Capital Management | 15M | $445M | 20% | Jun 2026 |
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| JMG Financial Group | 6.7M | $194M | 6% | Jun 2026 |
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| Colony | 4.0M | $115M | -3% | Jun 2026 |
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| Brighton Jones | 3.0M | $88M | 8% | Jun 2026 |
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| TCI Wealth Advisors | 2.8M | $81M | 1% | Jun 2026 |
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| Sontag Advisory | 2.8M | $81M | 1% | Jun 2026 |
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| LifeGuide Financial Advisors | 2.6M | $75M | 3% | Jun 2026 |
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| Buckingham Strategic Partners | 2.2M | $63M | 22% | Jun 2026 |
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| DiNuzzo Private Wealth | 1.8M | $53M | 0% | Jun 2026 |
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| Maseco | 1.6M | $47M | 3% | Jun 2026 |
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| LPL Financial | 1.3M | $38M | 7% | Jun 2026 |
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| Rather & Kittrell | 1.2M | $35M | 8% | Jun 2026 |
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| Rockwood Wealth Management | 1.2M | $33M | 14% | Jun 2026 |
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| Summit Financial Strategies | 1.1M | $32M | 5% | Jun 2026 |
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| Creative Capital Management Investments | 1.0M | $30M | 17% | Jun 2026 |
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| Financial Plan | 1.0M | $29M | 8% | Jun 2026 |
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| Great Waters Wealth Management | 952k | $28M | 7% | Jun 2026 |
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| WPWealth | 928k | $27M | -4% | Jun 2026 |
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| Guardian Wealth Management | 913k | $26M | 1% | Jun 2026 |
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| Wescott Financial Advisory Group | 899k | $26M | -1% | Jun 2026 |
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| Verisail Partners | 870k | $25M | 1% | Jun 2026 |
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| Resources Investment Advisors | 827k | $24M | 1% | Jun 2026 |
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| Index Fund Advisors | 819k | $24M | -7% | Jun 2026 |
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| CWM | 706k | $19M | 22% | Mar 2026 |
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| Rs Crum | 674k | $20M | 1% | Jun 2026 |
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| Beacon Pointe Advisors | 665k | $19M | -18% | Jun 2026 |
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| Wealth Management Nebraska | 660k | $19M | 6% | Jun 2026 |
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| Quantum Financial Advisors | 654k | $19M | 1% | Jun 2026 |
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| Integris Wealth Management | 647k | $19M | 6% | Jun 2026 |
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| Envestnet Asset Management | 631k | $18M | 87% | Jun 2026 |
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| Private Wealth Management Group | 619k | $18M | 2% | Jun 2026 |
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| Level Financial Advisors | 618k | $18M | 6% | Jun 2026 |
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| Evanson Financial | 574k | $17M | 100% | Jun 2026 |
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| Evanson Asset Management | 563k | $15M | 25% | Mar 2026 |
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| Aspen Capital Management | 554k | $16M | 1% | Jun 2026 |
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| Planning Center | 552k | $16M | 1% | Jun 2026 |
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| Awm Capital | 520k | $15M | 56% | Jun 2026 |
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| Syverson Strege & Co | 478k | $14M | 0% | Jun 2026 |
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| Harbour Investments | 471k | $14M | 8% | Jun 2026 |
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| Geometric Wealth Advisors | 466k | $14M | 5% | Jun 2026 |
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| Commonwealth Equity Services | 457k | $13M | 4% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 456k | $13M | 100% | Jun 2026 |
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| McLean Asset Management Corp | 431k | $13M | 61% | Jun 2026 |
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| Hanson McClain Advisors | 428k | $12M | 26% | Jun 2026 |
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| Flow Traders US | 406k | $12M | 100% | Jun 2026 |
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| American Investment Services | 387k | $11M | 8% | Jun 2026 |
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| SJS Investment Consulting | 379k | $11M | 15% | Jun 2026 |
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| Sprinkle Financial Consultants | 379k | $11M | 1% | Jun 2026 |
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| XY Planning Network | 374k | $11M | 8% | Jun 2026 |
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| Bridge Generations Wealth Management | 370k | $11M | 3% | Jun 2026 |
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| Vestmark Advisory Solutions | 367k | $11M | -11% | Jun 2026 |
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| Wintrust Financial Corporation | 355k | $10M | 29% | Jun 2026 |
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| Elser Financial Planning | 353k | $10M | -3% | Jun 2026 |
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| REAP Financial Group | 353k | $10M | 12% | Jun 2026 |
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| Apella Capital | 343k | $10M | 4% | Jun 2026 |
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| First Command Advisory Services | 321k | $9.3M | 379% | Jun 2026 |
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| North Ridge Wealth Advisors | 315k | $8.4M | 7% | Mar 2026 |
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| Burk Holdings | 287k | $8.3M | 13% | Jun 2026 |
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| Wealth Architects | 284k | $8.2M | 6% | Jun 2026 |
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| RFG Advisory | 280k | $8.1M | 2% | Jun 2026 |
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| CogentBlue Wealth Advisors | 258k | $7.5M | 5% | Jun 2026 |
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| GeoWealth Management | 257k | $7.4M | -3% | Jun 2026 |
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| Tilson Financial Group | 257k | $7.4M | 5% | Jun 2026 |
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| Sterling Financial Planning | 247k | $7.2M | 5% | Jun 2026 |
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| Peirce Capital Management | 244k | $7.1M | -3% | Jun 2026 |
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| SRS Capital Advisors | 242k | $7.0M | -6% | Jun 2026 |
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| Parkwoods Wealth Partners | 237k | $6.9M | 22% | Jun 2026 |
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| AdvisorNet Financial | 225k | $6.5M | 4% | Jun 2026 |
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| Forum Private Client Group | 221k | $6.4M | 5% | Jun 2026 |
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| Henrickson Nauta Wealth Advisors | 209k | $6.0M | -2% | Jun 2026 |
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| Greenspring Advisors | 209k | $6.0M | 2% | Jun 2026 |
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| New Dimensions Wealth Management | 204k | $5.9M | 3% | Jun 2026 |
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| Vawter Financial | 200k | $5.8M | 4% | Jun 2026 |
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| Ruedi Wealth Management | 200k | $5.8M | 5% | Jun 2026 |
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| CI Private Wealth | 199k | $5.8M | -66% | Jun 2026 |
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| Advisor Group Holdings | 199k | $5.8M | 36% | Jun 2026 |
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| HFM Investment Advisors | 199k | $5.8M | -3% | Jun 2026 |
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| Integrity Advisory Solutions | 196k | $5.7M | 10% | Jun 2026 |
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| Parkshore Wealth Management | 195k | $5.6M | -8% | Jun 2026 |
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| Shotwell Rutter Baer | 194k | $5.6M | 0% | Jun 2026 |
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| New Capital Management | 193k | $5.6M | 1% | Jun 2026 |
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| JDH Wealth Management | 190k | $5.5M | 8% | Jun 2026 |
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| Clarity Wealth Development | 189k | $5.5M | 6% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 182k | $5.3M | 22% | Jun 2026 |
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| von Borstel & Associates | 182k | $5.3M | 3% | Jun 2026 |
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| AlTi Global | 180k | $5.2M | 0% | Jun 2026 |
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| Colorado Capital Management | 177k | $5.1M | 6% | Jun 2026 |
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| Balanced Rock Investment Advisors | 175k | $5.1M | 0% | Jun 2026 |
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| Spire Wealth Management | 174k | $5.0M | 2% | Jun 2026 |
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| Lam Group | 171k | $5.0M | -9% | Jun 2026 |
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| Physician Wealth Solutions | 166k | $4.8M | 20% | Jun 2026 |
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| Farther Finance Advisors | 162k | $4.7M | -2% | Jun 2026 |
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| Pathstone Holdings | 159k | $4.6M | -4% | Jun 2026 |
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| EP Wealth Advisors | 159k | $4.6M | -6% | Jun 2026 |
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| Sage Rhino Capital | 159k | $4.6M | 59% | Jun 2026 |
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| Cherry Tree Wealth Management | 157k | $4.2M | 5% | Mar 2026 |
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| Jpmorgan Chase & Co | 157k | $4.6M | 100% | Jun 2026 |
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| Cooper/haims Advisors | 154k | $4.5M | 1% | Jun 2026 |
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| Betterment | 152k | $4.4M | 5% | Jun 2026 |
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| Integrity Alliance | 147k | $4.3M | 1% | Jun 2026 |
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| Old Mission Capital | 138k | $4.0M | 100% | Jun 2026 |
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| Northwest Wealth Management | 127k | $3.7M | 2% | Jun 2026 |
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| Claris Advisors, Llc / Mo / | 125k | $3.6M | 5% | Jun 2026 |
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| LRI Investments | 125k | $3.6M | -2% | Jun 2026 |
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| Mercer Global Advisors | 124k | $3.6M | 4% | Jun 2026 |
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| Keb Asset Management | 124k | $3.6M | 22% | Jun 2026 |
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| Mosaic Family Wealth Partners | 122k | $3.5M | 4% | Jun 2026 |
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| EverSource Wealth Advisors | 122k | $3.5M | -25% | Jun 2026 |
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| Amicus Financial Advisors | 121k | $3.5M | 121% | Jun 2026 |
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| Fundamentun | 120k | $3.5M | 11% | Jun 2026 |
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| Wealth Advisors Northwest | 120k | $3.5M | 9% | Jun 2026 |
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| Yardley Wealth Management | 114k | $3.3M | 5% | Jun 2026 |
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| Longview Financial Advisors | 114k | $3.3M | 5% | Jun 2026 |
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| Krilogy Financial | 113k | $3.3M | -1% | Jun 2026 |
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| Cogent Strategic Wealth | 112k | $3.2M | -2% | Jun 2026 |
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| Burton Enright Welch | 108k | $3.1M | -3% | Jun 2026 |
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| Raymond James Financial | 106k | $3.1M | 25% | Jun 2026 |
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| Foundry Financial | 103k | $3.0M | 15% | Jun 2026 |
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| Chicago Partners Investment | 103k | $3.0M | 0% | Jun 2026 |
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| Porter White Investment Advisors | 103k | $3.0M | 0% | Jun 2026 |
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| Sterling Wealth Management | 98k | $2.8M | -1% | Jun 2026 |
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| Aegis Wealth Management | 96k | $2.8M | 9% | Jun 2026 |
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| Mml Investors Services | 94k | $2.7M | -10% | Jun 2026 |
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| Foundations Investment Advisors | 92k | $2.7M | 6% | Jun 2026 |
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| Veratis Advisors | 92k | $2.7M | -2% | Jun 2026 |
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| CLS Investments | 89k | $2.6M | 6% | Jun 2026 |
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| Sensenig Capital Advisors | 88k | $2.5M | 3% | Jun 2026 |
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| D.A. Davidson & Co. | 87k | $2.5M | 0% | Jun 2026 |
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| Avant Financial Advisors | 86k | $2.5M | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 85k | $2.5M | 98% | Jun 2026 |
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| Goss Wealth Management | 85k | $2.5M | 9% | Jun 2026 |
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| Morris Financial Concepts | 82k | $2.4M | 2% | Jun 2026 |
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| Sterling Wealth Advisors | 80k | $2.3M | 1% | Jun 2026 |
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| Park Avenue Securities | 79k | $2.3M | 32% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 78k | $2.3M | -54% | Jun 2026 |
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| Poinciana Advisors Group | 76k | $2.2M | -1% | Jun 2026 |
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| Meritas Wealth Management | 74k | $2.1M | 4% | Jun 2026 |
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| Baker Tilly Financial | 72k | $2.1M | 13% | Jun 2026 |
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| Jane Street | 71k | $2.1M | -88% | Jun 2026 |
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| Creative Planning | 71k | $2.0M | 0% | Jun 2026 |
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| SC&H Financial Advisors | 70k | $2.0M | 4% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 68k | $2.0M | -9% | Jun 2026 |
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| Vistica Wealth Advisors | 68k | $2.0M | -6% | Jun 2026 |
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| Hill Investment Group Partners | 67k | $1.9M | -6% | Jun 2026 |
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| SageOak Financial | 66k | $1.9M | -1% | Jun 2026 |
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| CSP Financial Group | 66k | $1.9M | 9% | Jun 2026 |
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| HB Wealth Management | 65k | $1.9M | 100% | Jun 2026 |
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| Wheels Up Wealth | 64k | $1.9M | 1% | Jun 2026 |
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| Ubs Global Asset Management Americas | 62k | $1.8M | 0% | Jun 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mattern Wealth Management | Mar 2026 | 115k | $3.0M |