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 | 21M | $736M | 18% | Mar 2026 |
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| CI Private Wealth | 6.8M | $242M | 13% | Mar 2026 |
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| Coldstream Capital Management | 4.6M | $164M | 3% | Mar 2026 |
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| Foster Group | 4.1M | $145M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 3.7M | $131M | 58% | Mar 2026 |
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| Truepoint | 3.6M | $128M | 5% | Mar 2026 |
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| Root Financial Partners | 3.1M | $112M | 15% | Mar 2026 |
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| Mosaic Family Wealth Partners | 3.0M | $107M | 1% | Mar 2026 |
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| EP Wealth Advisors | 2.8M | $100M | -11% | Mar 2026 |
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| Vise Technologies | 2.6M | $88M | 0% | Mar 2026 |
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| Pathstone Holdings | 2.6M | $91M | 0% | Mar 2026 |
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| Summit Financial Strategies | 2.4M | $86M | 9% | Mar 2026 |
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| HPM Partners | 2.2M | $77M | 23% | Mar 2026 |
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| HighTower Advisors | 2.2M | $77M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 2.1M | $71M | 12% | Dec 2025 |
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| LPL Financial | 1.8M | $65M | 14% | Mar 2026 |
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| DiNuzzo Private Wealth | 1.8M | $64M | -1% | Mar 2026 |
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| Quent Capital | 1.5M | $53M | 11% | Mar 2026 |
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| Apella Capital | 1.5M | $55M | 11% | Mar 2026 |
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| Bank Of Montreal | 1.5M | $52M | 100% | Mar 2026 |
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| Phillips Financial Management | 1.4M | $50M | -4% | Mar 2026 |
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| Index Fund Advisors | 1.4M | $49M | 13% | Mar 2026 |
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| Burns Wealth Management | 1.3M | $47M | 40% | Mar 2026 |
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| Mather Group | 1.2M | $45M | 5% | Mar 2026 |
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| Premier Financial Group | 1.1M | $41M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 1.1M | $41M | 21% | Mar 2026 |
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| RWM Asset Management | 1.0M | $36M | -2% | Mar 2026 |
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| CWM | 968k | $33M | 10014% | Dec 2025 |
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| Bank of America Corporation | 958k | $34M | 100% | Mar 2026 |
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| Team Hewins | 944k | $34M | 3% | Mar 2026 |
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| Resources Investment Advisors | 937k | $34M | 0% | Mar 2026 |
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| Lakeshore Financial Planning | 932k | $33M | 80% | Mar 2026 |
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| Diversified Portfolios | 916k | $33M | 19% | Mar 2026 |
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| Great Oak Capital Partners | 914k | $34M | 2% | Mar 2026 |
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| EnRich Financial Partners | 908k | $32M | -3% | 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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| Waterloo Capital | 843k | $30M | 100% | Mar 2026 |
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| Linscomb & Williams | 838k | $30M | 120% | Mar 2026 |
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| WPWealth | 826k | $30M | -7% | Mar 2026 |
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| Acorn Creek Capital | 791k | $28M | 0% | Mar 2026 |
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| Fort Vancouver Investment Management | 782k | $28M | 5% | Mar 2026 |
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| Tilson Financial Group | 781k | $28M | 2% | Mar 2026 |
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| Wescott Financial Advisory Group | 762k | $27M | 12% | Mar 2026 |
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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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| Wealth Architects | 697k | $25M | 5% | Mar 2026 |
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| Tobias Financial Advisors | 691k | $25M | 15% | Mar 2026 |
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| Eclectic Associates | 670k | $24M | 32% | Mar 2026 |
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| Stage Harbor Financial | 667k | $24M | 5% | Mar 2026 |
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| Three Arch Wealth Management | 618k | $22M | 100% | Mar 2026 |
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| Envestnet Asset Management | 616k | $22M | 262% | Mar 2026 |
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| Evanson Asset Management | 601k | $22M | 14% | Mar 2026 |
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| Hill Island Financial | 600k | $21M | 1% | Mar 2026 |
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| Creative Planning | 582k | $21M | 2% | Mar 2026 |
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| West Financial Advisors | 572k | $20M | 100% | Mar 2026 |
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| Compass Advisory Group | 554k | $20M | 100% | Mar 2026 |
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| VeraBank | 554k | $20M | 2% | Mar 2026 |
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| Hartland & Co | 532k | $19M | 73109% | Mar 2026 |
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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 | 432k | $15M | 0% | Mar 2026 |
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| Schoolcraft Capital | 427k | $15M | 5% | Mar 2026 |
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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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| Disciplined Investments | 398k | $14M | 13% | Mar 2026 |
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| Liberty Wealth Management | 382k | $14M | -1% | Mar 2026 |
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| BOS Asset Management | 381k | $14M | 2% | Mar 2026 |
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| Mercer Global Advisors | 380k | $14M | 5119% | Mar 2026 |
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| Sterling Wealth Management | 380k | $14M | 2% | Mar 2026 |
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| Chicago Partners Investment | 374k | $14M | -5% | Mar 2026 |
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| Advisory Alpha | 372k | $13M | -3% | Mar 2026 |
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| Burk Holdings | 367k | $13M | 8% | Mar 2026 |
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| Equita Financial Network | 363k | $13M | 12% | Mar 2026 |
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| Maryland Capital Advisors | 351k | $12M | 12% | Dec 2025 |
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| Hanson McClain Advisors | 341k | $12M | 6% | 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 | 0% | Mar 2026 |
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| Pillar Financial Advisors | 300k | $11M | 4% | Mar 2026 |
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| Monograph Wealth Advisors | 295k | $11M | 14% | Mar 2026 |
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| TCI Wealth Advisors | 295k | $11M | 9% | Mar 2026 |
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| Navigate Wealth Management | 291k | $11M | 100% | Mar 2026 |
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| Level Financial Advisors | 291k | $10M | 6% | Mar 2026 |
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| Sax Wealth Advisors | 288k | $9.9M | 0% | Mar 2026 |
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| Legacy Financial Group | 287k | $10M | 4% | Mar 2026 |
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| FinDec Wealth Services | 285k | $10M | -17% | Mar 2026 |
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| Gemmer Asset Management | 285k | $10M | 6% | Mar 2026 |
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| Golden Bell Financial Planning | 275k | $9.8M | 5% | Mar 2026 |
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| Commonwealth Equity Services | 272k | $9.7M | 9% | Mar 2026 |
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| Colony | 270k | $9.2M | 6% | Dec 2025 |
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| Ruedi Wealth Management | 260k | $9.3M | 11% | Mar 2026 |
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| Fiduciary Financial Group | 249k | $8.9M | 7% | Mar 2026 |
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| WJ Wealth Management | 239k | $8.5M | 100% | Mar 2026 |
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| Buckingham Strategic Partners | 239k | $8.0M | 13% | Mar 2026 |
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| Union Bankshares | 234k | $8.3M | 15% | Mar 2026 |
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| Longview Financial Advisors | 229k | $8.2M | 3% | Mar 2026 |
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| Vance Wealth | 227k | $8.1M | 15% | Mar 2026 |
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| Mml Investors Services | 227k | $8.1M | 17% | Mar 2026 |
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| SB Capital Management | 224k | $7.7M | 100% | Dec 2025 |
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| Mustard Seed Financial | 223k | $8.0M | 11% | Mar 2026 |
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| Cambridge Investment Research Advisors | 221k | $7.9M | 301% | Mar 2026 |
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| Cordant | 209k | $7.5M | 19% | Mar 2026 |
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| BFSG | 202k | $7.2M | 21% | Mar 2026 |
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| Advisor Group Holdings | 202k | $6.9M | -2% | Dec 2025 |
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| Sequoia Financial Advisors | 202k | $7.2M | -21% | Mar 2026 |
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| Stifel Financial | 192k | $6.9M | 0% | Mar 2026 |
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| Warren Averett Asset Management | 191k | $6.5M | 0% | Dec 2025 |
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| Goss Wealth Management | 182k | $6.5M | -8% | Mar 2026 |
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| Modera Wealth Management | 177k | $6.3M | 0% | Mar 2026 |
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| Johnson Wealth Management | 175k | $6.2M | 100% | Mar 2026 |
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| Studio Investment Management | 175k | $6.2M | 3% | Mar 2026 |
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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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| Vestia Personal Wealth Advisors | 166k | $5.9M | 37% | Mar 2026 |
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| LRI Investments | 164k | $5.9M | -6% | 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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| Redwood Park Advisors | 155k | $5.5M | 2% | Mar 2026 |
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| GEM Asset Management | 154k | $5.5M | 19% | Mar 2026 |
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| BIP Wealth | 154k | $5.5M | 19% | Mar 2026 |
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| Pinney & Scofield | 150k | $5.3M | 4% | Mar 2026 |
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| Royal Bank of Canada | 148k | $5.3M | 234% | Mar 2026 |
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| Elevate Wealth Advisory | 142k | $5.1M | 23% | Mar 2026 |
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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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| McCartney Wealth Management | 136k | $4.9M | 100% | Mar 2026 |
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| American Investment Services | 130k | $4.6M | 17% | Mar 2026 |
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| DBK Financial Counsel | 129k | $4.6M | 16% | Mar 2026 |
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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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| Private Advisor | 126k | $4.5M | 19% | 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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| Francis Financial | 118k | $4.2M | -67% | Mar 2026 |
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| Miracle Mile Advisors | 118k | $4.2M | -44% | Mar 2026 |
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| Commerce Bank N A | 118k | $4.2M | 100% | Mar 2026 |
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| BDFS Capital | 116k | $4.1M | 5% | Mar 2026 |
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| FineMark National Bank & Trust | 115k | $3.9M | 75% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 113k | $4.0M | 15% | Mar 2026 |
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| Panoramic Investment Advisors | 112k | $4.0M | 7% | Mar 2026 |
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| Streettalk Advisors | 110k | $3.9M | 95% | Mar 2026 |
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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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| Sage Mountain Advisors | 107k | $3.8M | 100% | Mar 2026 |
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| SRS Capital Advisors | 102k | $3.6M | -11% | Mar 2026 |
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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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| Lido Advisors | 64k | $2.3M | -46% | Mar 2026 |
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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 |
| Jpmorgan Chase & Co | Sep 2025 | 456k | $15M |