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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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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | 31M | $1.6B | 6% | Mar 2026 |
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| Mercer Global Advisors | 22M | $1.2B | 3% | Mar 2026 |
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| Pnc Financial Services | 17M | $869M | 6% | Mar 2026 |
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| Colony | 14M | $690M | 13% | Dec 2025 |
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| Savant Capital Management | 8.8M | $462M | 2% | Mar 2026 |
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| Northern Trust | 7.2M | $361M | 2% | Dec 2025 |
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| EP Wealth Advisors | 7.2M | $381M | 18% | Mar 2026 |
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| Buckingham Strategic Partners | 6.1M | $320M | 5% | Mar 2026 |
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| CI Private Wealth | 5.4M | $287M | 16% | Mar 2026 |
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| Envestnet Asset Management | 4.2M | $221M | 11% | Mar 2026 |
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| Kestra Investment Management | 4.0M | $213M | 65% | Mar 2026 |
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| Farther Finance Advisors | 4.0M | $214M | 24% | Mar 2026 |
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| Raymond James Financial | 3.8M | $189M | 5% | Dec 2025 |
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| Plan | 3.7M | $202M | 3% | Mar 2026 |
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| Index Fund Advisors | 3.6M | $187M | -1% | Mar 2026 |
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| Creative Planning | 3.4M | $180M | 0% | Mar 2026 |
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| Bank of America Corporation | 3.4M | $179M | 100% | Mar 2026 |
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| HighTower Advisors | 3.4M | $178M | -3% | Mar 2026 |
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| HPM Partners | 3.2M | $170M | 4% | Mar 2026 |
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| Foster Group | 2.9M | $155M | -6% | Mar 2026 |
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| LPL Financial | 2.3M | $123M | 6% | Mar 2026 |
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| Modera Wealth Management | 2.2M | $118M | -2% | Mar 2026 |
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| Jane Street | 2.1M | $113M | 65% | Mar 2026 |
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| UBS Group | 2.1M | $112M | 12% | Mar 2026 |
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| Apella Capital | 1.9M | $105M | 65% | Mar 2026 |
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| Cetera Investment Advisers | 1.9M | $98M | 11% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.8M | $94M | -1% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.8M | $89M | 30% | Dec 2025 |
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| Confluence Wealth Services | 1.8M | $94M | 3% | Mar 2026 |
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| Team Hewins | 1.8M | $93M | 0% | Mar 2026 |
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| TCI Wealth Advisors | 1.6M | $85M | -1% | Mar 2026 |
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| Jackson Thornton Asset Management | 1.6M | $88M | -1% | Mar 2026 |
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| Rsm Us Wealth Management | 1.5M | $78M | 3% | Mar 2026 |
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| Royal Bank of Canada | 1.5M | $77M | 16% | Mar 2026 |
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| Evanson Asset Management | 1.4M | $74M | 1% | Mar 2026 |
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| Wealth Management Nebraska | 1.3M | $70M | 4% | Mar 2026 |
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| Beacon Pointe Advisors | 1.3M | $64M | 72% | Dec 2025 |
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| Falcon Wealth Planning | 1.3M | $67M | 1% | Mar 2026 |
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| Sequoia Financial Advisors | 1.2M | $66M | -3% | Mar 2026 |
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| Dixon Fnancial Services | 1.2M | $66M | -2% | Mar 2026 |
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| Beaird Harris Wealth Management | 1.2M | $59M | -1% | Dec 2025 |
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| True Link Financial Advisors | 1.1M | $59M | -2% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 1.1M | $59M | 100% | Mar 2026 |
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| Burns Wealth Management | 1.1M | $57M | 19% | Mar 2026 |
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| Smartleaf Asset Management | 1.1M | $56M | 41% | Mar 2026 |
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| Washington Trust Bank | 1.1M | $57M | -1% | Mar 2026 |
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| Maseco | 1.0M | $54M | -2% | Mar 2026 |
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| Capital Performance Advisors | 1.0M | $53M | 52% | Mar 2026 |
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| Wells Fargo & Company | 1.0M | $53M | 47% | Mar 2026 |
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| CWM | 967k | $48M | 928% | Dec 2025 |
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| Sax Wealth Advisors | 896k | $45M | 0% | Mar 2026 |
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| Keb Asset Management | 887k | $47M | 3% | Mar 2026 |
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| Root Financial Partners | 873k | $46M | 6% | Mar 2026 |
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| Mariner Wealth Advisors | 852k | $45M | 11% | Mar 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 847k | $47M | -1% | Mar 2026 |
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| Alan Leist III | 834k | $44M | -1% | Mar 2026 |
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| Eclectic Associates | 791k | $42M | 10% | Mar 2026 |
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| Parkwoods Wealth Partners | 769k | $41M | 10% | Mar 2026 |
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| Equitable Holdings | 756k | $38M | 27% | Mar 2026 |
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| Vise Technologies | 733k | $37M | 0% | Mar 2026 |
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| Wealth Architects | 726k | $38M | -1% | Mar 2026 |
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| TruWealth Advisors | 714k | $38M | 98% | Mar 2026 |
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| Premier Financial Group | 705k | $38M | -1% | Mar 2026 |
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| McGlone Suttner Wealth Management | 704k | $37M | -4% | Mar 2026 |
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| Pallas Capital Advisors | 690k | $36M | -10% | Mar 2026 |
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| BKD Wealth Advisors | 684k | $36M | -1% | Mar 2026 |
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| Planning Center | 674k | $36M | -10% | Mar 2026 |
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| Hudock Moyer Wealth Resources | 663k | $35M | 34% | Mar 2026 |
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| Branch Banking & Trust Company | 663k | $35M | 0% | Mar 2026 |
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| Trinity Financial Advisors | 662k | $35M | 0% | Mar 2026 |
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| Landaas & Co | 632k | $33M | 33% | Mar 2026 |
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| Fiduciary Financial Group | 607k | $32M | 4% | Mar 2026 |
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| Quent Capital | 596k | $32M | 5% | Mar 2026 |
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| Tobias Financial Advisors | 596k | $32M | 8% | Mar 2026 |
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| Frank. Day | 596k | $31M | 21% | Mar 2026 |
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| Hill Investment Group Partners | 594k | $31M | -1% | Mar 2026 |
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| Three Arch Wealth Management | 585k | $31M | 100% | Mar 2026 |
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| Schoolcraft Capital | 573k | $30M | -3% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 552k | $29M | 32% | Mar 2026 |
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| Rockefeller Capital Management | 533k | $28M | 1% | Mar 2026 |
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| Hanson McClain Advisors | 520k | $26M | 1% | Dec 2025 |
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| Acropolis Investment Management | 509k | $27M | -2% | Mar 2026 |
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| Kestra Advisory Services | 486k | $26M | 19% | Mar 2026 |
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| First Command Advisory Services | 483k | $26M | 1% | Mar 2026 |
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| Financially in Tune | 447k | $24M | 7% | Mar 2026 |
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| Clune & Associates | 442k | $23M | 13% | Mar 2026 |
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| Bayshore Asset Management | 439k | $23M | -2% | Mar 2026 |
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| Pinney & Scofield | 425k | $22M | -2% | Mar 2026 |
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| Personal Resources Investment & Strategic Management | 417k | $22M | -3% | Mar 2026 |
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| Advisor Group Holdings | 411k | $21M | 14% | Dec 2025 |
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| Mml Investors Services | 409k | $22M | 9% | Mar 2026 |
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| Wescott Financial Advisory Group | 404k | $21M | -5% | Mar 2026 |
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| Mason Street Advisors | 403k | $21M | 3% | Mar 2026 |
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| AQR Capital Management | 403k | $21M | 26% | Mar 2026 |
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| Disciplined Equity Management | 400k | $21M | -4% | Mar 2026 |
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| Squire Investment Management Company | 397k | $21M | 0% | Mar 2026 |
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| Dopkins Wealth Management | 387k | $20M | -7% | Mar 2026 |
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| Commonwealth Equity Services | 387k | $20M | 6% | Mar 2026 |
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| LRI Investments | 386k | $20M | 0% | Mar 2026 |
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| Navigoe | 385k | $20M | -1% | Mar 2026 |
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| Embree Financial Group | 382k | $20M | 1% | Mar 2026 |
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| Forum Financial Management | 377k | $20M | -2% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 375k | $20M | 7% | Mar 2026 |
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| Market Street Wealth Management Advisors | 373k | $20M | -4% | Mar 2026 |
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| CFS Investment Advisory Services | 367k | $20M | -14% | Mar 2026 |
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| Moneta Group Investment Advisors | 365k | $19M | 2% | Mar 2026 |
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| Capital Analysts | 365k | $19M | 2% | Mar 2026 |
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| Cowa | 365k | $18M | -19% | Dec 2025 |
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| ShankerValleau Wealth Advisors | 364k | $19M | -4% | Mar 2026 |
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| McLean Asset Management Corp | 358k | $19M | -1% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 358k | $19M | -3% | Mar 2026 |
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| Fischer Investment Strategies | 358k | $19M | 18% | Mar 2026 |
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| Baird Financial | 345k | $17M | 20% | Dec 2025 |
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| VeraBank | 345k | $18M | 20% | Mar 2026 |
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| Shearwater Capital | 343k | $18M | 0% | Mar 2026 |
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| Meritas Wealth Management | 338k | $18M | 2% | Mar 2026 |
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| Penserra Capital Management | 338k | $18M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 334k | $18M | 16% | Mar 2026 |
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| Captrust Financial Advisors | 334k | $17M | -1% | Dec 2025 |
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| Rather & Kittrell | 332k | $18M | -1% | Mar 2026 |
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| Apeiron RIA | 330k | $17M | -2% | Mar 2026 |
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| B&D White Capital Company | 327k | $17M | 27% | Mar 2026 |
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| Disciplined Investments | 322k | $17M | 3% | Mar 2026 |
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| Peirce Capital Management | 321k | $17M | -5% | Mar 2026 |
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| Financial Connections Group | 321k | $17M | -3% | Mar 2026 |
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| EnRich Financial Partners | 318k | $17M | -1% | Mar 2026 |
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| Sterling Financial Planning | 308k | $16M | -3% | Mar 2026 |
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| Invst | 304k | $16M | -7% | Mar 2026 |
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| BlueSky Wealth Advisors | 298k | $16M | 100% | Mar 2026 |
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| Pathstone Holdings | 297k | $16M | -15% | Mar 2026 |
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| JDH Wealth Management | 292k | $15M | -2% | Mar 2026 |
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| Allen Wealth Management | 292k | $15M | 12% | Mar 2026 |
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| Integrated Wealth Concepts | 291k | $15M | 10% | Mar 2026 |
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| Stifel Financial | 289k | $15M | 4% | Mar 2026 |
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| Merit Financial Group | 289k | $15M | 292% | Mar 2026 |
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| Fonville Wealth Management | 289k | $15M | 5% | Mar 2026 |
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| Ruedi Wealth Management | 287k | $15M | -5% | Mar 2026 |
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| Great Oak Capital Partners | 287k | $16M | 1% | Mar 2026 |
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| Mraz, Amerine & Associates | 270k | $14M | 1% | Mar 2026 |
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| Lauterbach Financial Advisors | 269k | $13M | 1% | Dec 2025 |
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| Capstone Wealth Management | 265k | $14M | -1% | Mar 2026 |
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| KM Capital Management | 263k | $15M | -10% | Mar 2026 |
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| Guardian Wealth Management | 258k | $14M | 100% | Mar 2026 |
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| Visionary Wealth Advisors | 252k | $13M | 26% | Mar 2026 |
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| RWM Asset Management | 246k | $13M | -2% | Mar 2026 |
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| Savvy Advisors | 244k | $13M | -1% | Mar 2026 |
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| Elevate Wealth Advisory | 244k | $13M | 6% | Mar 2026 |
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| Monograph Wealth Advisors | 241k | $13M | -1% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 240k | $13M | -1% | Mar 2026 |
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| DiNuzzo Private Wealth | 238k | $13M | -1% | Mar 2026 |
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| Cardiff Park Advisors | 237k | $13M | -3% | Mar 2026 |
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| Atomi Financial Group | 184k | $9.2M | -23% | Dec 2025 |
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| Total Wealth Planning | 45k | $2.2M | -95% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.0M | $102M |
| Jpmorgan Chase & Co | Sep 2025 | 532k | $25M |
| McMill Wealth Management | Dec 2025 | 496k | $25M |
| Seven Mile Advisory | Dec 2025 | 472k | $24M |
| Wright Fund Managment | Dec 2025 | 464k | $23M |
| Tradewinds | Dec 2025 | 279k | $14M |