Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFLV
- CUSIP Number: 25434v666
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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 |
|---|---|---|---|---|---|
| Savant Capital Management | 18M | $599M | 13% | Dec 2025 |
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| CI Private Wealth | 6.0M | $164M | 16% | Dec 2025 |
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| Coldstream Capital Management | 4.4M | $152M | 4% | Dec 2025 |
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| Foster Group | 4.1M | $145M | -2% | Mar 2026 |
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| Truepoint | 3.4M | $117M | 8% | Dec 2025 |
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| Root Financial Partners | 3.1M | $112M | 15% | Mar 2026 |
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| EP Wealth Advisors | 3.1M | $107M | 100% | Dec 2025 |
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| Mosaic Family Wealth Partners | 3.0M | $101M | -3% | Dec 2025 |
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| Vise Technologies | 2.6M | $88M | 0% | Mar 2026 |
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| Pathstone Holdings | 2.6M | $88M | -2% | Dec 2025 |
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| Cetera Investment Advisers | 2.3M | $79M | 15% | Dec 2025 |
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| Summit Financial Strategies | 2.2M | $75M | 10% | Dec 2025 |
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| HighTower Advisors | 2.2M | $74M | 3% | Dec 2025 |
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| Beacon Pointe Advisors | 2.1M | $71M | 12% | Dec 2025 |
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| DiNuzzo Private Wealth | 1.8M | $64M | -1% | Mar 2026 |
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| HPM Partners | 1.8M | $60M | 29% | Dec 2025 |
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| LPL Financial | 1.6M | $54M | 9% | Dec 2025 |
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| Apella Capital | 1.5M | $55M | 11% | Mar 2026 |
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| Phillips Financial Management | 1.4M | $50M | -4% | Mar 2026 |
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| Quent Capital | 1.3M | $45M | 10% | Dec 2025 |
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| Mather Group | 1.2M | $45M | 5% | Mar 2026 |
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| Index Fund Advisors | 1.2M | $41M | 6% | Dec 2025 |
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| Premier Financial Group | 1.1M | $39M | 0% | Dec 2025 |
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| RWM Asset Management | 1.0M | $37M | 6% | Dec 2025 |
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| CWM | 968k | $33M | 10014% | Dec 2025 |
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| Burns Wealth Management | 946k | $32M | 24% | Dec 2025 |
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| Mariner Wealth Advisors | 943k | $32M | 23% | Dec 2025 |
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| Resources Investment Advisors | 936k | $32M | 0% | Dec 2025 |
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| EnRich Financial Partners | 934k | $32M | -1% | Dec 2025 |
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| Team Hewins | 915k | $31M | 5% | Dec 2025 |
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| Great Oak Capital Partners | 914k | $34M | 2% | Mar 2026 |
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| Acropolis Investment Management | 907k | $32M | 1% | Mar 2026 |
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| Tumwater Wealth Management | 895k | $32M | 0% | Mar 2026 |
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| WPWealth | 887k | $30M | -16% | Dec 2025 |
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| Acorn Creek Capital | 793k | $27M | 2% | Dec 2025 |
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| Diversified Portfolios | 768k | $26M | 4% | Dec 2025 |
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| Tilson Financial Group | 765k | $26M | 4% | Dec 2025 |
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| Fort Vancouver Investment Management | 743k | $25M | 4% | Dec 2025 |
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| Betterment | 741k | $25M | 10% | Dec 2025 |
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| Raymond James Financial | 703k | $24M | 620% | Dec 2025 |
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| Wescott Financial Advisory Group | 680k | $23M | 16% | Dec 2025 |
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| Eclectic Associates | 670k | $24M | 32% | Mar 2026 |
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| Wealth Architects | 661k | $23M | 9% | Dec 2025 |
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| Stage Harbor Financial | 633k | $22M | 4% | Dec 2025 |
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| Evanson Asset Management | 601k | $22M | 14% | Mar 2026 |
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| Tobias Financial Advisors | 600k | $21M | 14% | Dec 2025 |
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| Hill Island Financial | 595k | $20M | 3% | Dec 2025 |
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| West Financial Advisors | 572k | $20M | 100% | Mar 2026 |
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| Creative Planning | 571k | $20M | 15% | Dec 2025 |
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| Compass Advisory Group | 554k | $20M | 100% | Mar 2026 |
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| VeraBank | 541k | $19M | 2% | Dec 2025 |
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| Lakeshore Financial Planning | 516k | $18M | 0% | Dec 2025 |
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| Trinity Financial Advisors | 463k | $17M | 7% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 446k | $15M | 2% | Dec 2025 |
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| Austin Asset Management | 430k | $15M | 0% | Dec 2025 |
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| Foundry Financial | 427k | $15M | 100% | Mar 2026 |
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| Kelly Financial Group | 422k | $15M | -2% | Mar 2026 |
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| Schoolcraft Capital | 406k | $14M | 4% | Dec 2025 |
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| Chicago Partners Investment | 391k | $14M | -5% | Dec 2025 |
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| Liberty Wealth Management | 387k | $13M | -3% | Dec 2025 |
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| Advisory Alpha | 383k | $13M | 3% | Dec 2025 |
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| BOS Asset Management | 381k | $14M | 2% | Mar 2026 |
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| Linscomb & Williams | 380k | $13M | 14% | Dec 2025 |
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| Sterling Wealth Management | 374k | $13M | 14% | Dec 2025 |
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| Equita Financial Network | 363k | $13M | 12% | Mar 2026 |
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| Francis Financial | 363k | $12M | -5% | Dec 2025 |
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| Maryland Capital Advisors | 351k | $12M | 12% | Dec 2025 |
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| Disciplined Investments | 351k | $12M | 6% | Dec 2025 |
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| FinDec Wealth Services | 345k | $12M | -6% | Dec 2025 |
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| Hanson McClain Advisors | 341k | $12M | 6% | Dec 2025 |
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| Burk Holdings | 340k | $12M | 4% | Dec 2025 |
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| RFG Advisory | 332k | $12M | 2% | Mar 2026 |
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| McKinley Carter Wealth Services | 313k | $11M | 100% | Mar 2026 |
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| Prudent Man Investment Management | 305k | $10M | 127037% | Dec 2025 |
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| Level Financial Advisors | 291k | $10M | 6% | Mar 2026 |
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| Pillar Financial Advisors | 289k | $9.9M | 7% | Dec 2025 |
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| Sax Wealth Advisors | 288k | $9.9M | 0% | Mar 2026 |
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| Gemmer Asset Management | 285k | $10M | 6% | Mar 2026 |
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| Legacy Financial Group | 275k | $9.4M | 14% | Dec 2025 |
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| TCI Wealth Advisors | 270k | $9.2M | 17% | Dec 2025 |
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| Colony | 270k | $9.2M | 6% | Dec 2025 |
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| Golden Bell Financial Planning | 261k | $8.9M | 17% | Dec 2025 |
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| Monograph Wealth Advisors | 259k | $8.9M | 2% | Dec 2025 |
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| Sequoia Financial Advisors | 256k | $8.8M | -24% | Dec 2025 |
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| Fiduciary Financial Group | 249k | $8.9M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 248k | $8.5M | 4% | Dec 2025 |
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| Ruedi Wealth Management | 234k | $8.0M | 3% | Dec 2025 |
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| Longview Financial Advisors | 229k | $8.2M | 3% | Mar 2026 |
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| SB Capital Management | 224k | $7.7M | 100% | Dec 2025 |
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| Buckingham Strategic Partners | 211k | $7.2M | -15% | Dec 2025 |
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| Cordant | 209k | $7.5M | 19% | Mar 2026 |
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| Union Bankshares | 203k | $6.9M | 21% | Dec 2025 |
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| Advisor Group Holdings | 202k | $6.9M | -2% | Dec 2025 |
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| Mustard Seed Financial | 202k | $6.9M | 10% | Dec 2025 |
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| Vance Wealth | 198k | $6.8M | 17% | Dec 2025 |
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| Goss Wealth Management | 197k | $6.7M | -6% | Dec 2025 |
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| Mml Investors Services | 194k | $6.6M | 8% | Dec 2025 |
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| Stifel Financial | 192k | $6.6M | 6% | Dec 2025 |
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| Warren Averett Asset Management | 191k | $6.5M | 0% | Dec 2025 |
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| Modera Wealth Management | 177k | $6.1M | 0% | Dec 2025 |
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| LRI Investments | 175k | $6.0M | -8% | Dec 2025 |
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| Johnson Wealth Management | 175k | $6.2M | 100% | Mar 2026 |
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| Envestnet Asset Management | 170k | $5.8M | -52% | Dec 2025 |
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| Studio Investment Management | 170k | $5.8M | 4% | Dec 2025 |
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| Larson Financial Group | 169k | $5.8M | -4% | Dec 2025 |
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| Park Avenue Securities | 169k | $6.0M | -8% | Mar 2026 |
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| Sentinel Pension Advisors | 169k | $6.0M | -22% | Mar 2026 |
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| BFSG | 167k | $5.7M | 29% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 166k | $5.9M | 37% | Mar 2026 |
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| Ronald Blue Trust | 164k | $5.9M | 6% | Mar 2026 |
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| Farther Finance Advisors | 163k | $5.8M | 2% | Mar 2026 |
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| Master's Wealth Management | 162k | $5.8M | 13% | Mar 2026 |
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| Elser Financial Planning | 161k | $5.7M | 100% | Mar 2026 |
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| GEM Asset Management | 154k | $5.5M | 19% | Mar 2026 |
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| Redwood Park Advisors | 152k | $5.2M | 19% | Dec 2025 |
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| Pinney & Scofield | 144k | $4.9M | 23% | Dec 2025 |
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| Vawter Financial | 139k | $4.8M | 2% | Dec 2025 |
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| First Financial Group Corp | 137k | $4.9M | 9% | Mar 2026 |
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| BIP Wealth | 130k | $4.4M | 27% | Dec 2025 |
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| Gradient Capital Advisors | 129k | $4.6M | 5% | Mar 2026 |
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| Sprinkle Financial Consultants | 127k | $4.5M | 2% | Mar 2026 |
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| Signature Estate and Investment Advisors | 123k | $4.4M | 0% | Mar 2026 |
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| Plan | 123k | $4.5M | 1% | Mar 2026 |
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| Mills Wealth Advisors | 122k | $4.4M | 6% | Mar 2026 |
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| Morris Financial Concepts | 120k | $4.3M | 38% | Mar 2026 |
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| Miracle Mile Advisors | 118k | $4.2M | -44% | Mar 2026 |
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| Lido Advisors | 117k | $3.9M | 1% | Dec 2025 |
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| BDFS Capital | 116k | $4.1M | 5% | Mar 2026 |
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| Elevate Wealth Advisory | 115k | $3.9M | 8% | Dec 2025 |
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| FineMark National Bank & Trust | 115k | $3.9M | 75% | Dec 2025 |
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| SRS Capital Advisors | 114k | $3.9M | 100% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 113k | $4.0M | 15% | Mar 2026 |
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| DBK Financial Counsel | 112k | $3.8M | 32% | Dec 2025 |
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| American Investment Services | 111k | $3.8M | 3% | Dec 2025 |
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| Collective Family Office | 109k | $3.9M | 4% | Mar 2026 |
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| Cyndeo Wealth Partners | 108k | $3.8M | -3% | Mar 2026 |
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| Private Advisor | 107k | $3.6M | 4% | Dec 2025 |
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| Panoramic Investment Advisors | 105k | $3.6M | -2% | Dec 2025 |
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| CLG | 104k | $3.6M | 8% | Dec 2025 |
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| Summit Wealth Group | 100k | $3.4M | 1% | Dec 2025 |
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| Wealthcare Advisory Partners | 99k | $3.5M | -4% | Mar 2026 |
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| Frank. Day | 98k | $3.3M | 154% | Dec 2025 |
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| Strategent Financial | 95k | $3.4M | 0% | Mar 2026 |
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| Envision Financial Planning | 94k | $3.2M | 4% | Dec 2025 |
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| Vantage Point Financial | 90k | $3.1M | -3% | Dec 2025 |
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| Compass Financial | 89k | $3.0M | 7% | Dec 2025 |
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| Apeiron RIA | 88k | $3.2M | 478% | Dec 2025 |
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| Pine Harbor Wealth Management | 86k | $2.9M | -1% | Dec 2025 |
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| Investmark Advisory Group | 85k | $2.9M | 2% | Dec 2025 |
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| Wolfstich Capital | 65k | $2.3M | -64% | Mar 2026 |
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| Total Wealth Planning | 65k | $2.2M | -94% | Dec 2025 |
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| Momentous Wealth Management | 25k | $859k | -88% | 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 | 1.2M | $43M |