Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGX
- CUSIP Number: 25434v575
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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 |
|---|---|---|---|---|---|
| Apella Capital | 2.3M | $120M | 6% | Jun 2026 |
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| Planning Center | 1.6M | $86M | 3% | Jun 2026 |
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| Ironwood Wealth Management | 953k | $51M | 100% | Jun 2026 |
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| Elser Financial Planning | 779k | $42M | 10% | Jun 2026 |
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| Market Street Wealth Management Advisors | 739k | $40M | 3% | Jun 2026 |
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| United Wealth Management | 676k | $36M | 2% | Jun 2026 |
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| Hill Investment Group Partners | 661k | $35M | -3% | Jun 2026 |
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| Private Wealth Management Group | 636k | $34M | 3% | Jun 2026 |
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| Envestnet Asset Management | 594k | $32M | 28% | Jun 2026 |
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| Guardian Wealth Management | 487k | $26M | 9% | Jun 2026 |
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| HighTower Advisors | 469k | $25M | 0% | Jun 2026 |
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| Alpha Financial Advisors | 467k | $25M | -33% | Jun 2026 |
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| Verisail Partners | 451k | $24M | 4% | Jun 2026 |
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| Liberty Wealth Management | 387k | $20M | 0% | Jun 2026 |
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| Mattern Wealth Management | 384k | $21M | 4% | Jun 2026 |
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| Eaton-Cambridge | 372k | $20M | 14% | Jun 2026 |
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| Equita Financial Network | 366k | $20M | 4% | Jun 2026 |
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| Vermillion Wealth Management | 357k | $19M | 15% | Jun 2026 |
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| Kestra Investment Management | 337k | $18M | 30% | Jun 2026 |
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| Bank of America Corporation | 334k | $18M | 8% | Jun 2026 |
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| GeoWealth Management | 317k | $17M | 3% | Jun 2026 |
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| Oakwell Private Wealth Management | 311k | $17M | 2% | Jun 2026 |
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| JMG Financial Group | 289k | $16M | 278% | Jun 2026 |
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| Private Advisor | 288k | $15M | -11% | Jun 2026 |
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| Assetmark | 279k | $15M | 6% | Jun 2026 |
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| Savant Capital Management | 274k | $15M | -50% | Jun 2026 |
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| TrueNorth | 273k | $15M | 100% | Jun 2026 |
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| Vestmark Advisory Solutions | 271k | $15M | 0% | Jun 2026 |
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| Parkwoods Wealth Partners | 271k | $15M | 100% | Jun 2026 |
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| Shotwell Rutter Baer | 265k | $14M | 1% | Jun 2026 |
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| Strathmore Capital Advisors | 264k | $14M | 22% | Jun 2026 |
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| Babb Wealth Advisors | 258k | $14M | 9% | Jun 2026 |
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| Integrity Alliance | 254k | $14M | 1% | Jun 2026 |
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| Yardley Wealth Management | 253k | $14M | 9% | Jun 2026 |
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| SageOak Financial | 247k | $13M | 4% | Jun 2026 |
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| Johnson Wealth Management | 243k | $13M | 17% | Jun 2026 |
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| Integrity Advisory Solutions | 222k | $12M | 18% | Jun 2026 |
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| Clarity Wealth Development | 220k | $12M | 100% | Jun 2026 |
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| Beacon Hill Wealth Management | 207k | $11M | 100% | Jun 2026 |
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| Resources Investment Advisors | 196k | $11M | 6% | Jun 2026 |
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| HFM Investment Advisors | 193k | $10M | 2% | Jun 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 189k | $10M | 10% | Jun 2026 |
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| E6 Portfolios | 186k | $10M | 20% | Jun 2026 |
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| Fundamentun | 171k | $9.2M | 5% | Jun 2026 |
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| AA Financial Advisors | 152k | $8.1M | 3% | Jun 2026 |
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| Bridge Generations Wealth Management | 145k | $7.8M | 34% | Jun 2026 |
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| Park Avenue Securities | 131k | $7.0M | 32% | Jun 2026 |
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| Sterling Wealth Management | 112k | $6.0M | 1% | Jun 2026 |
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| Farther Finance Advisors | 112k | $6.0M | -7% | Jun 2026 |
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| Betterment | 107k | $5.8M | 2% | Jun 2026 |
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| DiNuzzo Private Wealth | 107k | $5.7M | 2% | Jun 2026 |
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| Vantage Point Financial | 106k | $5.7M | 4% | Jun 2026 |
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| AlphaStar Capital Management | 104k | $5.6M | 7% | Jun 2026 |
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| Cornerstone Wealth Partners | 102k | $5.5M | 15% | Jun 2026 |
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| Mariner Wealth Advisors | 100k | $5.4M | 4% | Jun 2026 |
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| Heffernan Advisory | 97k | $5.2M | 6% | Jun 2026 |
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| Tru Independence Asset Management 2 | 92k | $4.9M | 2% | Jun 2026 |
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| Silver Oak Wealth Advisors Services | 92k | $4.9M | 0% | Jun 2026 |
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| Raymond James Financial | 91k | $4.9M | 6% | Jun 2026 |
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| Optimus Capital Advisors | 88k | $4.7M | -18% | Jun 2026 |
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| CLS Investments | 83k | $4.4M | 5% | Jun 2026 |
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| Branch Banking & Trust Company | 81k | $4.3M | 52% | Jun 2026 |
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| Index Fund Advisors | 80k | $4.3M | 31% | Jun 2026 |
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| Porter White Investment Advisors | 79k | $4.2M | 2% | Jun 2026 |
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| Schwallier Wealth Management | 77k | $4.1M | 6% | Jun 2026 |
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| Cambridge Investment Research Advisors | 75k | $4.0M | 17% | Jun 2026 |
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| Commonwealth Equity Services | 72k | $3.9M | 8% | Jun 2026 |
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| Ubs Global Asset Management Americas | 70k | $3.8M | 0% | Jun 2026 |
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| Goldman Sachs Group | 69k | $3.7M | 45% | Jun 2026 |
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| Spectrum Advisors | 69k | $3.6M | 100% | Mar 2026 |
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| Note Advisors | 69k | $3.7M | 12% | Jun 2026 |
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| Advisor Group Holdings | 66k | $3.5M | 38% | Jun 2026 |
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| Tableaux | 65k | $3.5M | 6% | Jun 2026 |
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| McCartney Wealth Management | 63k | $3.4M | 10% | Jun 2026 |
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| Cogent Private Wealth | 61k | $3.3M | -9% | Jun 2026 |
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| Pw Advisors, Llc \ Fl | 59k | $3.2M | 4% | Jun 2026 |
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| 3 Factor Indexing | 56k | $3.0M | 100% | Jun 2026 |
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| AssuredPartners Investment Advisors | 56k | $3.0M | 29% | Jun 2026 |
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| Simplicity Wealth | 54k | $2.9M | 15% | Jun 2026 |
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| Foundations Investment Advisors | 54k | $2.9M | 13% | Jun 2026 |
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| Sowell Financial Services | 53k | $2.9M | 6% | Jun 2026 |
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| HPM Partners | 53k | $2.9M | 3% | Jun 2026 |
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| LPL Financial | 53k | $2.8M | 18% | Jun 2026 |
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| Wealth Advisors Northwest | 48k | $2.5M | 26% | Jun 2026 |
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| Donalies Financial Planning | 46k | $2.4M | 9% | Jun 2026 |
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| EverSource Wealth Advisors | 45k | $2.4M | 1% | Jun 2026 |
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| Vested Financial Planning | 43k | $2.3M | 2% | Jun 2026 |
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| Torren Management | 41k | $2.2M | -65% | Jun 2026 |
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| Kestra Advisory Services | 41k | $2.2M | 10% | Jun 2026 |
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| Hassell Wealth Management | 40k | $2.1M | 143% | Jun 2026 |
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| Beacon Pointe Advisors | 38k | $2.0M | -6% | Jun 2026 |
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| Greenwood Capital Associates | 37k | $2.0M | 44% | Jun 2026 |
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| Selective Wealth Management | 34k | $1.8M | 71% | Jun 2026 |
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| Smartleaf Asset Management | 32k | $1.7M | 0% | Jun 2026 |
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| Kestra Private Wealth Services | 30k | $1.6M | 100% | Jun 2026 |
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| W.H. Cornerstone Investments | 30k | $1.6M | -37% | Jun 2026 |
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| Kane Co Wealth Management | 26k | $1.4M | 70% | Jun 2026 |
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| Triad Wealth Partners | 20k | $1.1M | 21% | Jun 2026 |
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| Signal Advisors Wealth | 20k | $1.0M | 33% | Jun 2026 |
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| Higgins & Schmidt Wealth Strategies | 19k | $1.0M | -51% | Jun 2026 |
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| BWM Planning | 18k | $945k | 0% | Jun 2026 |
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| Apollon Wealth Management | 17k | $924k | 100% | Jun 2026 |
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| E-Wealth Partners | 17k | $922k | -3% | Jun 2026 |
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| Change Path | 17k | $895k | -1% | Jun 2026 |
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| Billeaud Capital Management | 15k | $779k | 100% | Jun 2026 |
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| First Financial Group Corp | 15k | $783k | 120% | Jun 2026 |
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| Dynamic Advisors Solutions | 14k | $757k | 4% | Jun 2026 |
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| Prospera Financial Services | 14k | $745k | 73% | Jun 2026 |
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| REAP Financial Group | 13k | $719k | -3% | Jun 2026 |
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| Level Financial Advisors | 13k | $696k | 77% | Jun 2026 |
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| Ashton Thomas Private Wealth | 13k | $686k | 2% | Jun 2026 |
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| Geneos Wealth Management | 13k | $681k | 32% | Jun 2026 |
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| Envestnet Portfolio Solutions | 13k | $675k | 11% | Jun 2026 |
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| Stewardship Advisors | 12k | $658k | 4% | Jun 2026 |
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| Foundry Financial | 12k | $634k | 4% | Jun 2026 |
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| Clune & Associates | 12k | $616k | 20% | Jun 2026 |
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| Citigroup | 11k | $593k | 100% | Mar 2026 |
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| USAdvisors Wealth Management | 11k | $577k | 4% | Jun 2026 |
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| Leading Edge Financial Planning | 11k | $575k | 6% | Jun 2026 |
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| Action Point Financial Planning | 11k | $560k | 144% | Jun 2026 |
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| Buckingham Strategic Partners | 10k | $552k | 5% | Jun 2026 |
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| Lam Group | 10k | $547k | -19% | Jun 2026 |
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| Washington Trust Advisors | 9.9k | $531k | 124% | Jun 2026 |
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| We Are One Seven | 9.8k | $525k | 0% | Jun 2026 |
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| Werba Rubin Papier Wealth Management | 9.6k | $515k | 0% | Jun 2026 |
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| CSP Financial Group | 9.1k | $489k | 5% | Jun 2026 |
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| Integrated Wealth Concepts | 8.9k | $479k | -1% | Jun 2026 |
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| Aspire Private Capital | 8.8k | $472k | 0% | Jun 2026 |
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| IHT Wealth Management | 8.7k | $464k | 100% | Jun 2026 |
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| Physician Wealth Solutions | 8.2k | $440k | 0% | Jun 2026 |
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| IFP Advisors | 7.9k | $421k | -1% | Jun 2026 |
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| Concurrent Investment Advisors | 6.7k | $360k | 10% | Jun 2026 |
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| Clear Creek Financial Management | 6.6k | $355k | 100% | Jun 2026 |
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| MB Generational Wealth | 6.6k | $351k | 0% | Jun 2026 |
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| XY Planning Network | 6.3k | $336k | 4% | Jun 2026 |
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| Creative Financial Designs | 6.2k | $335k | 100% | Jun 2026 |
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| Merit Financial Group | 6.1k | $326k | 25% | Jun 2026 |
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| Venture Visionary Partners | 6.1k | $326k | 100% | Jun 2026 |
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| Oceanside Advisors | 5.9k | $316k | 0% | Jun 2026 |
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| Stirlingshire Investments | 5.8k | $309k | 11% | Jun 2026 |
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| Victory Financial Group | 5.7k | $307k | 5% | Jun 2026 |
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| Founders Financial Securities | 5.7k | $305k | 3% | Jun 2026 |
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| Silver Oak Securities | 5.7k | $305k | 16% | Jun 2026 |
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| Innovative Asset Advisors Group | 5.7k | $305k | 100% | Jun 2026 |
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| Advyzon Investment Management | 5.6k | $302k | 17% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 5.6k | $299k | 100% | Jun 2026 |
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| Acorn Wealth Advisors | 5.6k | $299k | 0% | Jun 2026 |
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| Mml Investors Services | 5.6k | $298k | 10% | Jun 2026 |
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| Maripau Wealth Management | 5.2k | $280k | 100% | Jun 2026 |
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| Inspire Advisors | 5.0k | $266k | 100% | Jun 2026 |
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| Grand Wealth Management | 5.0k | $266k | -2% | Jun 2026 |
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| Elequin Capital | 3.2k | $173k | -96% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 40k | $2.1M |
| Linscomb & Williams | Mar 2026 | 19k | $1.0M |
| Citadel Advisors | Mar 2026 | 15k | $800k |