Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFIV
- CUSIP Number: 25434v807
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | 27M | $1.2B | 9% | Sep 2025 |
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| Mercer Global Advisors | 21M | $966M | 5% | Sep 2025 |
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| Pnc Financial Services | 14M | $639M | 77% | Sep 2025 |
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| Colony | 12M | $566M | 5% | Sep 2025 |
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| Savant Capital Management | 8.7M | $401M | 1% | Sep 2025 |
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| Northern Trust | 7.1M | $329M | -1% | Sep 2025 |
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| Buckingham Strategic Partners | 4.8M | $222M | -14% | Sep 2025 |
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| Envestnet Asset Management | 4.5M | $210M | -78% | Sep 2025 |
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| Index Fund Advisors | 3.6M | $167M | 15% | Sep 2025 |
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| Raymond James Financial | 3.6M | $166M | 3% | Sep 2025 |
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| EP Wealth Advisors | 3.6M | $153M | 18% | Jun 2025 |
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| Creative Planning | 3.4M | $158M | -2% | Sep 2025 |
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| HighTower Advisors | 3.4M | $157M | 1% | Sep 2025 |
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| Plan | 3.4M | $156M | 5% | Sep 2025 |
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| Foster Group | 3.2M | $150M | -3% | Sep 2025 |
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| CI Private Wealth | 3.0M | $140M | -23% | Sep 2025 |
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| Kestra Investment Management | 3.0M | $137M | 23% | Sep 2025 |
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| HPM Partners | 3.0M | $136M | 7% | Sep 2025 |
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| Modera Wealth Management | 2.5M | $115M | -1% | Sep 2025 |
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| Farther Finance Advisors | 2.2M | $102M | 603% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.1M | $97M | 1% | Sep 2025 |
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| LPL Financial | 2.0M | $93M | 7% | Sep 2025 |
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| Cetera Investment Advisers | 1.9M | $88M | 14% | Sep 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.8M | $85M | 1% | Sep 2025 |
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| Team Hewins | 1.8M | $82M | -2% | Sep 2025 |
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| UBS Group | 1.7M | $81M | 9% | Sep 2025 |
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| Confluence Wealth Services | 1.7M | $77M | 5% | Sep 2025 |
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| Jackson Thornton Asset Management | 1.6M | $76M | -2% | Sep 2025 |
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| TCI Wealth Advisors | 1.6M | $72M | 5% | Sep 2025 |
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| Kovitz Investment Group Partners | 1.5M | $71M | 1% | Sep 2025 |
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| Jones Financial Companies, L.L | 1.4M | $63M | 37% | Sep 2025 |
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| Evanson Asset Management | 1.4M | $63M | 4% | Sep 2025 |
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| Rsm Us Wealth Management | 1.3M | $61M | -12% | Sep 2025 |
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| Dixon Fnancial Services | 1.3M | $61M | -1% | Sep 2025 |
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| Royal Bank of Canada | 1.3M | $58M | 8% | Sep 2025 |
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| Falcon Wealth Planning | 1.2M | $57M | 5% | Sep 2025 |
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| Wealth Management Nebraska | 1.2M | $56M | 4% | Sep 2025 |
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| Beaird Harris Wealth Management | 1.2M | $55M | 0% | Sep 2025 |
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| Apella Capital | 1.2M | $54M | -3% | Sep 2025 |
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| True Link Financial Advisors | 1.1M | $52M | 3% | Sep 2025 |
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| Washington Trust Bank | 1.1M | $51M | 57% | Sep 2025 |
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| Maseco | 1.0M | $48M | -2% | Sep 2025 |
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| Total Wealth Planning | 881k | $41M | 3% | Sep 2025 |
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| Alan Leist III | 851k | $39M | -1% | Sep 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 845k | $39M | -1% | Sep 2025 |
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| Keb Asset Management | 836k | $39M | 1% | Sep 2025 |
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| Planning Center | 821k | $38M | -2% | Sep 2025 |
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| Sax Wealth Advisors | 810k | $37M | 24% | Sep 2025 |
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| Burns Wealth Management | 797k | $37M | 8% | Sep 2025 |
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| Root Financial Partners | 780k | $36M | 32% | Sep 2025 |
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| Premier Financial Group | 766k | $35M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 756k | $35M | 40% | Sep 2025 |
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| Beacon Pointe Advisors | 746k | $34M | 15% | Sep 2025 |
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| Wealth Architects | 735k | $34M | 0% | Sep 2025 |
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| Willow Creek Wealth Management | 732k | $34M | -1% | Sep 2025 |
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| McGlone Suttner Wealth Management | 725k | $33M | 0% | Sep 2025 |
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| Pallas Capital Advisors | 708k | $33M | 4% | Sep 2025 |
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| Sequoia Financial Advisors | 698k | $32M | 14% | Sep 2025 |
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| BKD Wealth Advisors | 695k | $32M | -1% | Sep 2025 |
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| Parkwoods Wealth Partners | 653k | $30M | 34% | Sep 2025 |
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| Trinity Financial Advisors | 652k | $30M | 1% | Sep 2025 |
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| Wells Fargo & Company | 628k | $29M | 16% | Sep 2025 |
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| Schoolcraft Capital | 613k | $28M | -7% | Sep 2025 |
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| Eclectic Associates | 608k | $28M | 43% | Sep 2025 |
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| Hill Investment Group Partners | 603k | $28M | -1% | Sep 2025 |
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| Branch Banking & Trust Company | 582k | $27M | 11% | Sep 2025 |
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| Efficient Frontier Advisors | 578k | $25M | -2% | Jun 2025 |
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| Fiduciary Financial Group | 544k | $25M | 6% | Sep 2025 |
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| Capital Performance Advisors | 544k | $25M | -4% | Sep 2025 |
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| Jpmorgan Chase & Co | 532k | $25M | 3% | Sep 2025 |
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| Equitable Holdings | 526k | $24M | 17% | Sep 2025 |
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| Acropolis Investment Management | 514k | $22M | 6% | Sep 2025 |
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| Hanson McClain Advisors | 513k | $24M | 3% | Sep 2025 |
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| Quent Capital | 502k | $23M | 10% | Sep 2025 |
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| Jane Street | 500k | $23M | -63% | Sep 2025 |
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| Wright Fund Managment | 496k | $23M | 100% | Sep 2025 |
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| McMill Wealth Management | 491k | $23M | 0% | Sep 2025 |
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| Rockefeller Capital Management | 478k | $22M | 26% | Sep 2025 |
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| First Command Advisory Services | 474k | $22M | 0% | Sep 2025 |
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| Tobias Financial Advisors | 471k | $22M | 10% | Sep 2025 |
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| Seven Mile Advisory | 464k | $21M | 100% | Sep 2025 |
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| Bayshore Asset Management | 452k | $21M | -2% | Sep 2025 |
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| Hudock Moyer Wealth Resources | 450k | $21M | 100% | Sep 2025 |
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| Cowa | 448k | $21M | 7% | Sep 2025 |
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| PBMares Wealth Management | 445k | $21M | 1% | Sep 2025 |
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| Mason Street Advisors | 443k | $20M | 7% | Sep 2025 |
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| Personal Resources Investment & Strategic Management | 435k | $20M | -1% | Sep 2025 |
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| CFS Investment Advisory Services | 435k | $20M | -5% | Sep 2025 |
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| Pinney & Scofield | 431k | $20M | 1% | Sep 2025 |
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| Dopkins Wealth Management | 425k | $20M | -3% | Sep 2025 |
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| Wescott Financial Advisory Group | 422k | $19M | -1% | Sep 2025 |
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| Squire Investment Management Company | 409k | $19M | 3% | Sep 2025 |
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| Disciplined Equity Management | 407k | $19M | 1% | Sep 2025 |
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| Market Street Wealth Management Advisors | 401k | $19M | -3% | Sep 2025 |
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| Navigoe | 393k | $18M | 1% | Sep 2025 |
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| Forum Financial Management | 388k | $18M | -1% | Sep 2025 |
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| ShankerValleau Wealth Advisors | 388k | $18M | 0% | Sep 2025 |
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| Claris Advisors, Llc / Mo / | 376k | $16M | 0% | Sep 2025 |
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| LRI Investments | 372k | $17M | 1% | Sep 2025 |
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| McLean Asset Management Corp | 371k | $17M | -7% | Sep 2025 |
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| Clune & Associates | 366k | $17M | 3% | Sep 2025 |
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| Mml Investors Services | 364k | $17M | 19% | Sep 2025 |
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| Fortress Wealth Management | 362k | $17M | 6% | Sep 2025 |
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| Advisor Group Holdings | 360k | $17M | 24% | Sep 2025 |
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| Moneta Group Investment Advisors | 353k | $16M | 699% | Sep 2025 |
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| TruWealth Advisors | 352k | $16M | 3% | Sep 2025 |
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| Vestia Personal Wealth Advisors | 348k | $16M | 5% | Sep 2025 |
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| Rather & Kittrell | 346k | $16M | -2% | Sep 2025 |
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| Capital Analysts | 345k | $16M | 21% | Sep 2025 |
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| Shearwater Capital | 344k | $16M | -3% | Sep 2025 |
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| Commonwealth Equity Services | 344k | $16M | 8% | Sep 2025 |
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| Peirce Capital Management | 343k | $16M | -4% | Sep 2025 |
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| Landaas & Co | 343k | $16M | 114% | Sep 2025 |
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| Invst | 340k | $15M | -25% | Jun 2025 |
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| Captrust Financial Advisors | 338k | $16M | 0% | Sep 2025 |
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| Apeiron RIA | 337k | $15M | 0% | Sep 2025 |
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| Kestra Advisory Services | 334k | $15M | 7% | Sep 2025 |
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| Meritas Wealth Management | 332k | $15M | 1% | Sep 2025 |
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| EnRich Financial Partners | 323k | $15M | 0% | Sep 2025 |
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| Baker Tilly Financial | 318k | $15M | 1353% | Sep 2025 |
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| Sterling Financial Planning | 317k | $15M | -1% | Sep 2025 |
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| Disciplined Investments | 310k | $14M | 2% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 310k | $14M | 14% | Sep 2025 |
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| Embree Financial Group | 306k | $14M | 59% | Sep 2025 |
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| Ruedi Wealth Management | 303k | $14M | -1% | Sep 2025 |
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| Financial Connections Group | 303k | $14M | 1% | Sep 2025 |
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| JDH Wealth Management | 301k | $14M | -2% | Sep 2025 |
|
| KM Capital Management | 297k | $14M | -2% | Sep 2025 |
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| Citadel Advisors | 295k | $14M | -32% | Sep 2025 |
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| Great Oak Capital Partners | 294k | $14M | 3% | Sep 2025 |
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| Baird Financial | 288k | $13M | 45% | Sep 2025 |
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| Cambridge Investment Research Advisors | 271k | $13M | 10% | Sep 2025 |
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| Stifel Financial | 271k | $13M | 0% | Sep 2025 |
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| Pathstone Holdings | 268k | $12M | -6% | Sep 2025 |
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| Lauterbach Financial Advisors | 268k | $12M | -1% | Sep 2025 |
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| Tradewinds | 267k | $12M | 100% | Sep 2025 |
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| Capstone Wealth Management | 267k | $12M | 2% | Sep 2025 |
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| Cardiff Park Advisors | 266k | $12M | 2% | Sep 2025 |
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| Integrated Wealth Concepts | 266k | $12M | -4% | Sep 2025 |
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| Mraz, Amerine & Associates | 263k | $12M | 11% | Sep 2025 |
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| Fonville Wealth Management | 260k | $12M | 4% | Sep 2025 |
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| B&D White Capital Company | 260k | $12M | 13% | Sep 2025 |
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| AQR Capital Management | 259k | $12M | 74% | Sep 2025 |
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| DiNuzzo Private Wealth | 248k | $11M | -1% | Sep 2025 |
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| Monograph Wealth Advisors | 245k | $11M | -4% | Sep 2025 |
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| Tillman Hartley | 243k | $11M | -2% | Sep 2025 |
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| Fischer Investment Strategies | 243k | $11M | 31% | Sep 2025 |
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| Kraft Asset Management | 243k | $10M | -8% | Jun 2025 |
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| Werba Rubin Papier Wealth Management | 240k | $11M | 11% | Sep 2025 |
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| Atomi Financial Group | 239k | $11M | 1% | Sep 2025 |
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| Northwest Wealth Management | 237k | $11M | -3% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Macquarie Group | Jun 2025 | 6.0M | $259M |