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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| Root Financial Partners | 4.7M | $186M | 50% | Jun 2026 |
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| Coldstream Capital Management | 4.6M | $164M | 3% | Mar 2026 |
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| Foster Group | 4.0M | $158M | -1% | Jun 2026 |
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| Cetera Investment Advisers | 3.7M | $131M | 58% | Mar 2026 |
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| Truepoint | 3.3M | $132M | -7% | Jun 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 | 2.5M | $98M | 3% | Jun 2026 |
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| Beacon Pointe Advisors | 2.2M | $78M | 6% | 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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| LPL Financial | 1.8M | $65M | 14% | Mar 2026 |
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| DiNuzzo Private Wealth | 1.8M | $70M | -3% | Jun 2026 |
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| Apella Capital | 1.5M | $61M | 5% | Jun 2026 |
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| Quent Capital | 1.5M | $53M | 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 | 1.3M | $51M | 3% | Jun 2026 |
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| Premier Financial Group | 1.1M | $41M | 0% | Mar 2026 |
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| CWM | 1.1M | $41M | 17% | Mar 2026 |
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| Mariner Wealth Advisors | 1.1M | $41M | 21% | Mar 2026 |
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| Eclectic Associates | 1.0M | $41M | 54% | Jun 2026 |
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| RWM Asset Management | 1.0M | $36M | -2% | Mar 2026 |
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| Bank of America Corporation | 958k | $34M | 100% | Mar 2026 |
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| Resources Investment Advisors | 937k | $34M | 0% | Mar 2026 |
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| Team Hewins | 935k | $37M | -1% | Jun 2026 |
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| Acropolis Investment Management | 918k | $36M | 1% | Jun 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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| Tumwater Wealth Management | 895k | $32M | 0% | Mar 2026 |
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| Linscomb & Williams | 867k | $34M | 3% | Jun 2026 |
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| EnRich Financial Partners | 853k | $34M | -6% | Jun 2026 |
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| WPWealth | 826k | $30M | -7% | Mar 2026 |
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| Betterment | 811k | $29M | 10% | Mar 2026 |
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| Acorn Creek Capital | 791k | $28M | 0% | Mar 2026 |
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| Tilson Financial Group | 789k | $31M | 1% | Jun 2026 |
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| Raymond James Financial | 785k | $28M | 12% | Mar 2026 |
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| Fort Vancouver Investment Management | 775k | $31M | -1% | Jun 2026 |
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| Lakeshore Financial Planning | 767k | $30M | -18% | Jun 2026 |
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| Wescott Financial Advisory Group | 762k | $27M | 12% | Mar 2026 |
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| Tobias Financial Advisors | 691k | $25M | 15% | Mar 2026 |
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| Wealth Architects | 687k | $27M | -1% | Jun 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 Financial | 612k | $24M | 100% | Jun 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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| 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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| Commonwealth Equity Services | 497k | $20M | 83% | Jun 2026 |
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| West Financial Advisors | 471k | $19M | -18% | Jun 2026 |
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| Trinity Financial Advisors | 471k | $19M | 2% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 442k | $16M | -1% | Mar 2026 |
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| Austin Asset Management | 432k | $17M | 0% | Jun 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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| Sterling Wealth Management | 383k | $15M | 1% | Jun 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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| Equita Financial Network | 381k | $15M | 5% | Jun 2026 |
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| Mercer Global Advisors | 380k | $14M | 5119% | Mar 2026 |
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| Chicago Partners Investment | 373k | $15M | 0% | Jun 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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| Maryland Capital Advisors | 364k | $14M | 3% | Jun 2026 |
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| Hanson McClain Advisors | 356k | $13M | 5% | Mar 2026 |
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| McKinley Carter Wealth Services | 339k | $13M | 8% | Jun 2026 |
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| RFG Advisory | 332k | $12M | 2% | Mar 2026 |
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| Pillar Financial Advisors | 321k | $13M | 7% | Jun 2026 |
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| Navigate Wealth Management | 318k | $13M | 9% | Jun 2026 |
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| Sax Wealth Advisors | 311k | $11M | 8% | Jun 2026 |
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| TCI Wealth Advisors | 307k | $12M | 4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 305k | $12M | 38% | Jun 2026 |
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| Legacy Financial Group | 304k | $12M | 6% | Jun 2026 |
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| Prudent Man Investment Management | 302k | $10M | -1% | Jun 2026 |
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| Fiduciary Financial Group | 301k | $12M | 21% | Jun 2026 |
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| Monograph Wealth Advisors | 295k | $11M | 14% | Mar 2026 |
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| Level Financial Advisors | 291k | $10M | 6% | Mar 2026 |
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| Colony | 290k | $10M | 7% | 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 | 283k | $11M | 3% | Jun 2026 |
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| Ruedi Wealth Management | 255k | $10M | -2% | Jun 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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| Warren Averett Asset Management | 225k | $8.0M | 18% | Mar 2026 |
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| Mustard Seed Financial | 223k | $8.0M | 11% | Mar 2026 |
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| Advisor Group Holdings | 214k | $7.6M | 6% | Mar 2026 |
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| Cordant | 209k | $7.5M | 19% | Mar 2026 |
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| Farther Finance Advisors | 208k | $8.2M | 27% | Jun 2026 |
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| CPA Asset Management | 205k | $8.1M | 100% | Jun 2026 |
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| BFSG | 202k | $7.2M | 21% | Mar 2026 |
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| Stifel Financial | 192k | $6.9M | 0% | Mar 2026 |
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| Studio Investment Management | 184k | $7.3M | 5% | Jun 2026 |
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| Goss Wealth Management | 182k | $6.5M | -8% | Mar 2026 |
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| Sentinel Pension Advisors | 181k | $7.2M | 7% | Jun 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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| Park Avenue Securities | 169k | $6.0M | -8% | 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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| 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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| Larson Financial Group | 158k | $5.6M | -7% | Mar 2026 |
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| Sequoia Financial Advisors | 157k | $6.2M | -22% | Jun 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 | 100% | Mar 2026 |
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| Mills Wealth Advisors | 144k | $5.7M | 18% | Jun 2026 |
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| Elevate Wealth Advisory | 142k | $5.1M | 23% | Mar 2026 |
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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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| Vawter Financial | 134k | $5.3M | -4% | Jun 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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| Private Advisor | 126k | $4.5M | 19% | Mar 2026 |
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| Sprinkle Financial Consultants | 125k | $4.9M | -2% | Jun 2026 |
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| Morris Financial Concepts | 124k | $4.9M | 4% | Jun 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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| Glass Jacobson Investment Advisors | 121k | $4.8M | 7% | Jun 2026 |
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| CLG | 120k | $4.7M | 6% | Jun 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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| Panoramic Investment Advisors | 112k | $4.0M | 7% | Mar 2026 |
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| Streettalk Advisors | 111k | $4.4M | 1% | Jun 2026 |
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| Collective Family Office | 110k | $4.3M | 1% | Jun 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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| Lido Advisors | 64k | $2.3M | -46% | Mar 2026 |
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| Waterloo Capital | 20k | $807k | -98% | Jun 2026 |
|
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 |