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 | $81M | 5% | Mar 2026 |
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| Market Street Wealth Management Advisors | 717k | $38M | 10% | Mar 2026 |
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| Elser Financial Planning | 708k | $37M | 11% | Mar 2026 |
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| Alpha Financial Advisors | 700k | $37M | 6% | Mar 2026 |
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| Hill Investment Group Partners | 679k | $36M | -30% | Mar 2026 |
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| United Wealth Management | 676k | $36M | 2% | Jun 2026 |
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| Private Wealth Management Group | 619k | $33M | 6% | Mar 2026 |
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| Savant Capital Management | 554k | $29M | -20% | Mar 2026 |
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| Guardian Wealth Management | 487k | $26M | 9% | Jun 2026 |
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| HighTower Advisors | 467k | $25M | 3% | Mar 2026 |
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| Envestnet Asset Management | 465k | $24M | 41% | Mar 2026 |
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| Verisail Partners | 435k | $23M | 4% | Mar 2026 |
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| Liberty Wealth Management | 387k | $20M | 6% | Mar 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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| Private Advisor | 322k | $17M | 7% | Mar 2026 |
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| Vermillion Wealth Management | 312k | $16M | 26% | Mar 2026 |
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| Bank of America Corporation | 310k | $16M | 100% | Mar 2026 |
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| GeoWealth Management | 306k | $16M | 10% | Mar 2026 |
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| Oakwell Private Wealth Management | 305k | $16M | 4% | Mar 2026 |
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| Vestmark Advisory Solutions | 271k | $14M | 8% | Mar 2026 |
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| Parkwoods Wealth Partners | 271k | $15M | 100% | Jun 2026 |
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| Assetmark | 264k | $14M | -4% | Mar 2026 |
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| Shotwell Rutter Baer | 263k | $14M | 4% | Mar 2026 |
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| Kestra Investment Management | 259k | $14M | 59% | Mar 2026 |
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| Integrity Alliance | 253k | $13M | 0% | Mar 2026 |
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| Yardley Wealth Management | 253k | $14M | 9% | Jun 2026 |
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| SageOak Financial | 237k | $12M | 1% | Mar 2026 |
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| Babb Wealth Advisors | 237k | $12M | 9% | Mar 2026 |
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| Strathmore Capital Advisors | 216k | $11M | 0% | Mar 2026 |
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| Johnson Wealth Management | 208k | $11M | 100% | Mar 2026 |
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| HFM Investment Advisors | 190k | $10M | 12% | Mar 2026 |
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| Integrity Advisory Solutions | 188k | $9.9M | 20% | Mar 2026 |
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| Resources Investment Advisors | 186k | $9.7M | 10% | Mar 2026 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 172k | $9.0M | 9% | Mar 2026 |
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| Fundamentun | 162k | $8.5M | 1% | Mar 2026 |
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| E6 Portfolios | 156k | $8.2M | 100% | Mar 2026 |
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| AA Financial Advisors | 148k | $7.7M | 100% | Mar 2026 |
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| Farther Finance Advisors | 112k | $6.0M | -7% | Jun 2026 |
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| Sterling Wealth Management | 111k | $5.8M | 9% | Mar 2026 |
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| Bridge Generations Wealth Management | 108k | $5.7M | 79% | Mar 2026 |
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| DiNuzzo Private Wealth | 107k | $5.7M | 2% | Jun 2026 |
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| Betterment | 106k | $5.5M | 14% | Mar 2026 |
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| Vantage Point Financial | 101k | $5.3M | 6% | Mar 2026 |
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| Park Avenue Securities | 99k | $5.2M | 100% | Mar 2026 |
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| AlphaStar Capital Management | 97k | $5.1M | 6% | Mar 2026 |
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| Mariner Wealth Advisors | 96k | $5.0M | -20% | Mar 2026 |
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| Heffernan Advisory | 92k | $4.8M | 100% | Mar 2026 |
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| Silver Oak Wealth Advisors Services | 92k | $4.8M | 8% | Mar 2026 |
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| Tru Independence Asset Management 2 | 91k | $4.8M | 13% | Mar 2026 |
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| Cornerstone Wealth Partners | 89k | $4.7M | 100% | Mar 2026 |
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| Optimus Capital Advisors | 88k | $4.7M | -18% | Jun 2026 |
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| Raymond James Financial | 85k | $4.5M | 12% | Mar 2026 |
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| Branch Banking & Trust Company | 81k | $4.3M | 52% | Jun 2026 |
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| CLS Investments | 79k | $4.2M | 2% | Mar 2026 |
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| Porter White Investment Advisors | 79k | $4.2M | 2% | Jun 2026 |
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| JMG Financial Group | 76k | $4.0M | 100% | Mar 2026 |
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| Elequin Capital | 73k | $3.6M | 100% | Mar 2026 |
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| Commonwealth Equity Services | 72k | $3.9M | 8% | Jun 2026 |
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| Schwallier Wealth Management | 72k | $3.8M | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 70k | $3.7M | 100% | Mar 2026 |
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| Cogent Private Wealth | 67k | $3.5M | 52% | Mar 2026 |
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| Cambridge Investment Research Advisors | 64k | $3.3M | 76% | Mar 2026 |
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| Note Advisors | 61k | $3.2M | 5% | Mar 2026 |
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| Tableaux | 61k | $3.2M | 59% | Mar 2026 |
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| Index Fund Advisors | 61k | $3.2M | 136% | Mar 2026 |
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| McCartney Wealth Management | 57k | $3.0M | 100% | Mar 2026 |
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| Pw Advisors, Llc \ Fl | 57k | $3.0M | 100% | Mar 2026 |
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| 3 Factor Indexing | 56k | $3.0M | 100% | Jun 2026 |
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| HPM Partners | 52k | $2.7M | 100% | Mar 2026 |
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| Sowell Financial Services | 50k | $2.6M | 7% | Mar 2026 |
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| Advisor Group Holdings | 48k | $2.5M | 16% | Mar 2026 |
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| Goldman Sachs Group | 48k | $2.5M | 100% | Mar 2026 |
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| Foundations Investment Advisors | 48k | $2.5M | 31% | Mar 2026 |
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| W.H. Cornerstone Investments | 47k | $2.5M | -49% | Mar 2026 |
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| Simplicity Wealth | 47k | $2.5M | 5% | Mar 2026 |
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| EverSource Wealth Advisors | 45k | $2.4M | 1% | Jun 2026 |
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| LPL Financial | 45k | $2.3M | 9% | Mar 2026 |
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| AssuredPartners Investment Advisors | 43k | $2.3M | 32% | Mar 2026 |
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| Vested Financial Planning | 42k | $2.2M | 4% | Mar 2026 |
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| Donalies Financial Planning | 42k | $2.2M | 100% | Mar 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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| Beacon Pointe Advisors | 40k | $2.1M | -5% | Mar 2026 |
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| Jane Street | 40k | $2.1M | -77% | Mar 2026 |
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| Hassell Wealth Management | 40k | $2.1M | 143% | Jun 2026 |
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| Wealth Advisors Northwest | 38k | $2.0M | 25% | Mar 2026 |
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| Greenwood Capital Associates | 37k | $2.0M | 44% | Jun 2026 |
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| Smartleaf Asset Management | 32k | $1.7M | 25% | Mar 2026 |
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| Kestra Private Wealth Services | 30k | $1.6M | 100% | Jun 2026 |
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| Kane Co Wealth Management | 26k | $1.4M | 70% | Jun 2026 |
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| Selective Wealth Management | 20k | $1.0M | 100% | Mar 2026 |
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| Linscomb & Williams | 19k | $1.0M | 100% | Mar 2026 |
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| Higgins & Schmidt Wealth Strategies | 19k | $1.0M | -51% | Jun 2026 |
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| E-Wealth Partners | 18k | $929k | 9% | Mar 2026 |
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| BWM Planning | 18k | $945k | 0% | Jun 2026 |
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| Change Path | 17k | $889k | 5% | Mar 2026 |
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| Triad Wealth Partners | 17k | $880k | 84% | Mar 2026 |
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| Citadel Advisors | 15k | $800k | -44% | Mar 2026 |
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| Billeaud Capital Management | 15k | $779k | 100% | Jun 2026 |
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| Signal Advisors Wealth | 15k | $769k | -23% | Mar 2026 |
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| Dynamic Advisors Solutions | 14k | $757k | 4% | Jun 2026 |
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| REAP Financial Group | 14k | $723k | -1% | Mar 2026 |
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| Ashton Thomas Private Wealth | 13k | $686k | 2% | Jun 2026 |
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| Stewardship Advisors | 12k | $617k | 6% | Mar 2026 |
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| Clune & Associates | 12k | $616k | 20% | Jun 2026 |
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| Foundry Financial | 11k | $597k | 100% | Mar 2026 |
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| Citigroup | 11k | $593k | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 11k | $592k | -1% | Mar 2026 |
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| USAdvisors Wealth Management | 11k | $577k | 4% | Jun 2026 |
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| Lam Group | 10k | $547k | -19% | Jun 2026 |
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| Leading Edge Financial Planning | 10k | $529k | 100% | Mar 2026 |
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| Washington Trust Advisors | 9.9k | $531k | 124% | Jun 2026 |
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| We Are One Seven | 9.8k | $514k | 0% | Mar 2026 |
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| Buckingham Strategic Partners | 9.8k | $512k | 103% | Mar 2026 |
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| Geneos Wealth Management | 9.6k | $504k | 15% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 9.6k | $515k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 9.0k | $473k | 2% | Mar 2026 |
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| Aspire Private Capital | 8.8k | $462k | 10% | Mar 2026 |
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| CSP Financial Group | 8.7k | $457k | 100% | Mar 2026 |
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| Physician Wealth Solutions | 8.2k | $430k | 0% | Mar 2026 |
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| Prospera Financial Services | 8.0k | $421k | 100% | Mar 2026 |
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| IFP Advisors | 7.9k | $415k | 4% | Mar 2026 |
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| Level Financial Advisors | 7.4k | $386k | 71% | Mar 2026 |
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| First Financial Group Corp | 6.7k | $349k | 100% | Mar 2026 |
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| Clear Creek Financial Management | 6.6k | $355k | 100% | Jun 2026 |
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| MB Generational Wealth | 6.6k | $344k | 0% | Mar 2026 |
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| Creative Financial Designs | 6.2k | $335k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 6.1k | $321k | 100% | Mar 2026 |
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| Merit Financial Group | 6.1k | $326k | 25% | Jun 2026 |
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| XY Planning Network | 6.0k | $317k | 20% | Mar 2026 |
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| Oceanside Advisors | 5.9k | $310k | 0% | Mar 2026 |
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| Victory Financial Group | 5.7k | $307k | 5% | Jun 2026 |
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| Acorn Wealth Advisors | 5.6k | $293k | -1% | Mar 2026 |
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| Founders Financial Securities | 5.5k | $292k | 6% | Mar 2026 |
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| Stirlingshire Investments | 5.2k | $273k | 100% | Mar 2026 |
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| Grand Wealth Management | 5.1k | $266k | 11% | Mar 2026 |
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| Mml Investors Services | 5.1k | $265k | -8% | Mar 2026 |
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| Silver Oak Securities | 4.9k | $258k | 3% | Mar 2026 |
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| Advyzon Investment Management | 4.8k | $253k | 4% | Mar 2026 |
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| TCFG Investment Advisors | 4.8k | $257k | 14% | Jun 2026 |
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| Action Point Financial Planning | 4.3k | $225k | 100% | Mar 2026 |
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| Helen Stephens Group | 4.3k | $225k | 3% | Mar 2026 |
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| Savvy Advisors | 4.3k | $223k | 100% | Mar 2026 |
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| Tcfg Wealth Management | 4.2k | $221k | 8% | Mar 2026 |
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| Diversify Wealth Management | 4.2k | $219k | 100% | Mar 2026 |
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| Tillman Hartley | 4.0k | $210k | -45% | Mar 2026 |
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| Concord Wealth Partners | 2.8k | $151k | 100% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 27k | $1.4M |
| Quadrature Capital | Dec 2025 | 10k | $544k |
| Wealthspan Partners | Dec 2025 | 4.8k | $252k |
| Maripau Wealth Management | Dec 2025 | 4.6k | $243k |