Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSB
- CUSIP Number: 25434v674
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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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 2.9M | $150M | 10% | Jun 2026 |
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| Maseco | 1.9M | $100M | 4% | Jun 2026 |
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| Mercer Global Advisors | 1.0M | $53M | 20% | Jun 2026 |
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| Quantum Financial Advisors | 541k | $28M | 3% | Jun 2026 |
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| Simplicity Wealth | 302k | $15M | 4% | Sep 2026 |
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| Sei Investments | 286k | $15M | 9% | Jun 2026 |
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| Parkshore Wealth Management | 259k | $13M | 10% | Sep 2026 |
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| Seeds Investor | 258k | $14M | 1% | Jun 2026 |
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| Miracle Mile Advisors | 242k | $13M | -1% | Jun 2026 |
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| Momentous Wealth Management | 217k | $11M | 14% | Sep 2026 |
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| Shira Ridge Wealth Management | 203k | $10M | 60% | Sep 2026 |
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| Apella Capital | 194k | $9.7M | 7% | Sep 2026 |
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| Planning Center | 193k | $10M | 2% | Jun 2026 |
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| Citrine Capital | 164k | $8.6M | -1% | Jun 2026 |
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| Clarity Wealth Development | 160k | $7.9M | 122% | Sep 2026 |
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| CI Private Wealth | 136k | $7.1M | 8% | Jun 2026 |
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| Allodium Investment Consultants | 121k | $6.0M | 9% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 102k | $5.1M | 1% | Sep 2026 |
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| Buckingham Strategic Partners | 94k | $4.9M | 16% | Jun 2026 |
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| Resources Investment Advisors | 93k | $4.8M | 20% | Jun 2026 |
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| Beacon Pointe Advisors | 93k | $4.8M | 4% | Jun 2026 |
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| Citadel Advisors | 90k | $4.7M | 100% | Jun 2026 |
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| RAM Investment Partners | 59k | $2.9M | -4% | Sep 2026 |
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| Betterment | 58k | $3.0M | 0% | Jun 2026 |
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| LPL Financial | 50k | $2.6M | 3% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 49k | $2.6M | -1% | Jun 2026 |
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| Beacon Hill Wealth Management | 49k | $2.4M | 10% | Sep 2026 |
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| AA Financial Advisors | 42k | $2.2M | -1% | Jun 2026 |
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| Equita Financial Network | 37k | $1.8M | 312% | Sep 2026 |
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| Sequoia Financial Advisors | 36k | $1.9M | 39% | Jun 2026 |
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| von Borstel & Associates | 34k | $1.8M | 99% | Jun 2026 |
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| Creative Capital Management Investments | 34k | $1.8M | 29% | Jun 2026 |
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| Wheels Up Wealth | 32k | $1.6M | 14% | Jun 2026 |
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| Advisor Group Holdings | 31k | $1.6M | 56% | Jun 2026 |
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| Farther Finance Advisors | 30k | $1.5M | -32% | Sep 2026 |
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| Vermillion Wealth Management | 30k | $1.6M | 1% | Jun 2026 |
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| Root Financial Partners | 29k | $1.5M | 37% | Sep 2026 |
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| Samalin Investment Counsel | 29k | $1.4M | 6% | Sep 2026 |
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| Babb Wealth Advisors | 29k | $1.5M | 14% | Jun 2026 |
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| Jane Street | 28k | $1.4M | 129% | Jun 2026 |
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| Tanager Wealth Management | 27k | $1.3M | -1% | Sep 2026 |
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| Action Point Financial Planning | 26k | $1.3M | 360% | Jun 2026 |
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| Vise Technologies | 25k | $1.3M | 101% | Jun 2026 |
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| RW Investment Management | 22k | $1.2M | 0% | Jun 2026 |
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| Wealth Advisors Northwest | 21k | $1.1M | 21% | Jun 2026 |
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| Curio Wealth | 21k | $1.1M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 21k | $1.1M | 1% | Jun 2026 |
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| HighTower Advisors | 19k | $1.0M | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 19k | $973k | -1% | Jun 2026 |
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| Broadhurst Jeffrey B | 18k | $925k | 100% | Jun 2026 |
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| Strathmore Capital Advisors | 18k | $898k | 1% | Jun 2026 |
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| Flagstone Financial Management | 17k | $901k | 1% | Jun 2026 |
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| BetterWealth | 17k | $849k | 1% | Sep 2026 |
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| Rehmann Capital Advisory | 17k | $893k | 19% | Jun 2026 |
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| Modera Wealth Management | 17k | $889k | 29% | Jun 2026 |
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| Skyline Advisors | 16k | $857k | -2% | Jun 2026 |
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| McCartney Wealth Management | 16k | $831k | 14% | Jun 2026 |
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| Clarity Asset Management | 15k | $752k | 2% | Sep 2026 |
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| Professional Financial Solutions | 15k | $755k | 1% | Jun 2026 |
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| Verisail Partners | 13k | $700k | 176% | Jun 2026 |
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| Petersen Hastings Wealth Advisors | 13k | $698k | 3% | Jun 2026 |
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| Krilogy Financial | 13k | $667k | 0% | Sep 2026 |
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| DiNuzzo Private Wealth | 13k | $684k | 24% | Jun 2026 |
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| Mason & Associates | 13k | $684k | -17% | Jun 2026 |
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| Private Advisor | 12k | $640k | 11% | Jun 2026 |
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| Vestment Financial | 12k | $602k | 2% | Sep 2026 |
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| Concord Wealth Partners | 12k | $625k | 0% | Jun 2026 |
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| Geometric Wealth Advisors | 12k | $625k | 1% | Jun 2026 |
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| Krueger & Catalano Capital Partners | 12k | $578k | -1% | Sep 2026 |
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| WPWealth | 12k | $601k | 1% | Jun 2026 |
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| Summit Wealth Group | 11k | $588k | 63% | Jun 2026 |
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| Ohe Financial | 11k | $549k | -3% | Jun 2026 |
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| Kestra Advisory Services | 9.6k | $501k | 2% | Jun 2026 |
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| Grand Wealth Management | 9.2k | $480k | 32% | Jun 2026 |
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| Fiduciary Financial Group | 9.2k | $480k | 1% | Jun 2026 |
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| Tillman Hartley | 9.1k | $475k | 100% | Jun 2026 |
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| Rossby Financial, LCC | 9.0k | $467k | 3% | Jun 2026 |
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| Mission Wealth Management | 8.6k | $427k | 3% | Sep 2026 |
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| Aspen Capital Management | 8.5k | $441k | 6% | Jun 2026 |
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| Creative Planning | 8.1k | $423k | 36% | Jun 2026 |
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| Shore Point Advisors | 8.0k | $396k | 3% | Sep 2026 |
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| Wealthcare Advisory Partners | 7.8k | $387k | 10% | Sep 2026 |
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| Ballast Rock Private Wealth | 7.8k | $406k | 0% | Jun 2026 |
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| Stewardship Advisors | 7.7k | $383k | 0% | Sep 2026 |
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| Level Financial Advisors | 7.7k | $381k | -50% | Sep 2026 |
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| Compass Capital Corp | 7.5k | $380k | 0% | Jun 2026 |
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| M. Kulyk & Associates | 7.2k | $373k | -23% | Jun 2026 |
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| XY Planning Network | 7.1k | $368k | 0% | Jun 2026 |
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| Financial Plan | 6.9k | $360k | 0% | Jun 2026 |
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| Fortis Capital Management | 6.5k | $338k | -14% | Jun 2026 |
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| Royal Bank of Canada | 5.7k | $297k | 0% | Jun 2026 |
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| E-Wealth Partners | 5.5k | $286k | 100% | Jun 2026 |
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| Legacy Financial Advisors | 5.3k | $275k | -8% | Jun 2026 |
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| Envestnet Asset Management | 5.2k | $270k | 6% | Jun 2026 |
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| Greenspring Advisors | 5.2k | $270k | 0% | Jun 2026 |
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| Ariadne Wealth Management | 4.7k | $243k | 0% | Jun 2026 |
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| Washington Trust Advisors | 4.7k | $231k | 3% | Sep 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 4.5k | $235k | 1% | Jun 2026 |
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| EnRich Financial Partners | 4.4k | $219k | 3% | Sep 2026 |
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| Long Island Wealth Management | 4.4k | $228k | 0% | Jun 2026 |
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| Signature Resources Capital Management | 4.3k | $224k | 3% | Jun 2026 |
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| Sprinkle Financial Consultants | 4.2k | $208k | 1% | Sep 2026 |
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| Envision Financial | 4.1k | $204k | 100% | Sep 2026 |
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| Goss Wealth Management | 3.9k | $202k | -56% | Jun 2026 |
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| Coston, McIsaac & Partners | 3.5k | $184k | 0% | Jun 2026 |
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| JFS Wealth Advisors | 3.1k | $162k | 0% | Jun 2026 |
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| Cardiff Park Advisors | 2.2k | $113k | 1% | Jun 2026 |
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| Orion Capital Management | 2.0k | $107k | 0% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 1.4k | $70k | 1% | Jun 2026 |
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| Pinney & Scofield | 1.1k | $59k | -22% | Jun 2026 |
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| Elevate Wealth Advisory | 907.00 | $47k | 0% | Jun 2026 |
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| Zrc Wealth Management | 899.00 | $45k | 1% | Sep 2026 |
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| Harbour Investments | 836.00 | $44k | 0% | Jun 2026 |
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| IFP Advisors | 769.00 | $38k | 21% | Sep 2026 |
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| Sym Financial Corporation | 682.00 | $36k | 0% | Jun 2026 |
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| JNBA Financial Advisors | 474.00 | $25k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 172.00 | $9.0k | 100% | Jun 2026 |
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| Hazlett, Burt & Watson | 101.00 | $5.0k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 64.00 | $3.3k | 2% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Virtu Financial | Mar 2026 | 14k | $710k |
| Sax Wealth Advisors | Jun 2026 | 7.8k | $405k |
| Brookstone Capital Management | Jun 2026 | 4.2k | $219k |
| LifeSteps Financial | Jun 2026 | 2.7k | $143k |
| Assetmark | Jun 2026 | 598.00 | $31k |
| Burk Holdings | Mar 2026 | 296.00 | $15k |
| Steward Partners Investment Advisory | Mar 2026 | 200.00 | $10k |
| Advisory Services Network | Mar 2026 | 93.00 | $4.8k |