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 | 2.6M | $135M | 7% | Mar 2026 |
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| Maseco | 1.9M | $96M | 8% | Mar 2026 |
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| Mercer Global Advisors | 842k | $44M | 13% | Mar 2026 |
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| Quantum Financial Advisors | 526k | $27M | 2% | Mar 2026 |
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| Sei Investments | 261k | $14M | 6% | Mar 2026 |
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| Seeds Investor | 257k | $13M | 11% | Mar 2026 |
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| Simplicity Wealth | 252k | $13M | -1% | Mar 2026 |
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| Miracle Mile Advisors | 245k | $13M | -25% | Mar 2026 |
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| Parkshore Wealth Management | 216k | $11M | 22% | Mar 2026 |
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| Planning Center | 189k | $9.8M | 3% | Mar 2026 |
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| Momentous Wealth Management | 184k | $9.5M | 6% | Mar 2026 |
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| Citrine Capital | 165k | $8.5M | 4% | Mar 2026 |
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| Apella Capital | 159k | $8.3M | 24% | Mar 2026 |
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| CI Private Wealth | 126k | $6.5M | 4% | Mar 2026 |
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| Allodium Investment Consultants | 105k | $5.4M | 21% | Mar 2026 |
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| Buckingham Strategic Partners | 81k | $4.2M | 95% | Mar 2026 |
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| Resources Investment Advisors | 77k | $4.0M | 1% | Mar 2026 |
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| RAM Investment Partners | 63k | $3.2M | 6% | Mar 2026 |
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| Betterment | 55k | $2.9M | 31% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 50k | $2.6M | 2% | Mar 2026 |
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| LPL Financial | 49k | $2.5M | 16% | Mar 2026 |
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| Farther Finance Advisors | 47k | $2.4M | 711% | Mar 2026 |
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| Beacon Pointe Advisors | 45k | $2.3M | 242% | Dec 2025 |
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| AA Financial Advisors | 43k | $2.2M | 100% | Mar 2026 |
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| Vermillion Wealth Management | 30k | $1.5M | 0% | Mar 2026 |
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| Wheels Up Wealth | 28k | $1.4M | 100% | Mar 2026 |
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| Samalin Investment Counsel | 27k | $1.4M | -3% | Mar 2026 |
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| Creative Capital Management Investments | 27k | $1.4M | 2% | Mar 2026 |
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| Sequoia Financial Advisors | 26k | $1.4M | 70% | Mar 2026 |
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| Tanager Wealth Management | 26k | $1.3M | 1% | Mar 2026 |
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| Babb Wealth Advisors | 23k | $1.2M | 30% | Dec 2025 |
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| RW Investment Management | 22k | $1.1M | 52% | Mar 2026 |
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| Curio Wealth | 21k | $1.1M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 20k | $1.1M | 5% | Mar 2026 |
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| HighTower Advisors | 19k | $1.0M | 38% | Mar 2026 |
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| Cambridge Investment Research Advisors | 19k | $975k | 37% | Mar 2026 |
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| Root Financial Partners | 18k | $936k | 104% | Mar 2026 |
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| Wealth Advisors Northwest | 18k | $908k | 7% | Mar 2026 |
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| Strathmore Capital Advisors | 18k | $911k | 0% | Mar 2026 |
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| von Borstel & Associates | 17k | $890k | 82% | Mar 2026 |
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| Flagstone Financial Management | 17k | $886k | -4% | Mar 2026 |
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| Skyline Advisors | 17k | $872k | -26% | Mar 2026 |
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| Mason & Associates | 16k | $818k | 0% | Mar 2026 |
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| BetterWealth | 16k | $810k | 2% | Mar 2026 |
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| Rehmann Capital Advisory | 14k | $746k | 0% | Mar 2026 |
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| Professional Financial Solutions | 14k | $739k | 12% | Mar 2026 |
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| McCartney Wealth Management | 14k | $722k | 100% | Mar 2026 |
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| Krilogy Financial | 14k | $709k | 0% | Mar 2026 |
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| Modera Wealth Management | 13k | $684k | 0% | Mar 2026 |
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| Delap Wealth Advisory | 13k | $684k | 0% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 13k | $674k | 100% | Mar 2026 |
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| Vise Technologies | 13k | $649k | 0% | Mar 2026 |
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| Jane Street | 12k | $625k | -81% | Mar 2026 |
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| Concord Wealth Partners | 12k | $618k | -11% | Mar 2026 |
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| Geometric Wealth Advisors | 12k | $614k | -10% | Mar 2026 |
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| WPWealth | 12k | $593k | 0% | Mar 2026 |
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| Advisor Group Holdings | 11k | $581k | 0% | Dec 2025 |
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| Vestment Financial | 11k | $585k | -3% | Mar 2026 |
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| Private Advisor | 11k | $571k | 0% | Mar 2026 |
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| Ohe Financial | 11k | $560k | 0% | Mar 2026 |
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| DiNuzzo Private Wealth | 11k | $550k | 1% | Mar 2026 |
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| Level Financial Advisors | 10k | $521k | 0% | Mar 2026 |
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| Clarity Asset Management | 9.6k | $498k | 100% | Mar 2026 |
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| Kestra Advisory Services | 9.4k | $486k | 6% | Mar 2026 |
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| M. Kulyk & Associates | 9.3k | $480k | 1% | Mar 2026 |
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| Fiduciary Financial Group | 9.1k | $471k | 7% | Mar 2026 |
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| Goss Wealth Management | 8.9k | $460k | -2% | Mar 2026 |
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| Rossby Financial, LCC | 8.7k | $448k | 128% | Mar 2026 |
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| Mission Wealth Management | 8.3k | $430k | 3% | Mar 2026 |
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| Aspen Capital Management | 7.9k | $411k | 0% | Mar 2026 |
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| Shore Point Advisors | 7.9k | $407k | 4% | Mar 2026 |
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| Ballast Rock Private Wealth | 7.8k | $403k | 0% | Mar 2026 |
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| Fortis Capital Management | 7.6k | $393k | 100% | Mar 2026 |
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| Compass Capital Corp | 7.5k | $388k | 6% | Mar 2026 |
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| Sax Wealth Advisors | 7.4k | $382k | 0% | Mar 2026 |
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| Stewardship Advisors | 7.1k | $365k | 5% | Mar 2026 |
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| XY Planning Network | 7.1k | $365k | 0% | Mar 2026 |
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| Grand Wealth Management | 7.0k | $361k | 2% | Mar 2026 |
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| Summit Wealth Group | 6.9k | $359k | 0% | Mar 2026 |
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| Financial Plan | 6.9k | $357k | 43% | Mar 2026 |
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| Wealthcare Advisory Partners | 6.8k | $350k | 0% | Mar 2026 |
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| Creative Planning | 6.0k | $310k | -11% | Mar 2026 |
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| Legacy Financial Advisors | 5.7k | $296k | 1% | Mar 2026 |
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| Royal Bank of Canada | 5.7k | $295k | 488% | Mar 2026 |
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| Action Point Financial Planning | 5.6k | $290k | 100% | Mar 2026 |
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| Greenspring Advisors | 5.2k | $267k | 6% | Mar 2026 |
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| Envestnet Asset Management | 4.9k | $252k | 100% | Mar 2026 |
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| Verisail Partners | 4.9k | $252k | 100% | Mar 2026 |
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| Ariadne Wealth Management | 4.7k | $241k | 0% | Mar 2026 |
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| Long Island Wealth Management | 4.4k | $226k | 0% | Mar 2026 |
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| Brookstone Capital Management | 4.3k | $223k | 100% | Mar 2026 |
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| Signature Resources Capital Management | 4.2k | $217k | 25% | Mar 2026 |
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| EnRich Financial Partners | 4.1k | $212k | 0% | Mar 2026 |
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| Sprinkle Financial Consultants | 4.1k | $212k | 0% | Mar 2026 |
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| Washington Trust Advisors | 3.6k | $185k | 0% | Mar 2026 |
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| Coston, McIsaac & Partners | 3.5k | $182k | 16% | Mar 2026 |
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| JFS Wealth Advisors | 3.1k | $161k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 2.1k | $111k | 0% | Mar 2026 |
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| Orion Capital Management | 2.0k | $106k | -11% | Mar 2026 |
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| Us Bancorp | 1.8k | $91k | 100% | Dec 2025 |
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| Pinney & Scofield | 1.5k | $76k | 13% | Mar 2026 |
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| Glass Jacobson Investment Advisors | 1.3k | $69k | 0% | Mar 2026 |
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| Bank Of Montreal | 1.3k | $68k | 100% | Mar 2026 |
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| McIlrath & Eck | 946.00 | $49k | 0% | Mar 2026 |
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| Elevate Wealth Advisory | 907.00 | $47k | 0% | Mar 2026 |
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| Zrc Wealth Management | 877.00 | $45k | 0% | Mar 2026 |
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| Harbour Investments | 836.00 | $43k | 100% | Mar 2026 |
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| Sym Financial Corporation | 682.00 | $35k | 128% | Mar 2026 |
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| IFP Advisors | 636.00 | $33k | 9% | Mar 2026 |
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| JNBA Financial Advisors | 474.00 | $25k | 0% | Mar 2026 |
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| Burk Holdings | 296.00 | $15k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 200.00 | $10k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 63.00 | $3.3k | 3% | Dec 2025 |
|
| CWM | 26.00 | $999.999000 | 0% | Dec 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| ProCore Advisors | Dec 2025 | 169k | $8.8M |
| Wealth Enhancement Advisory Services | Dec 2025 | 93k | $4.8M |
| Archer Investment Management | Dec 2025 | 72k | $3.7M |
| GPS Wealth Strategies Group | Sep 2025 | 435.00 | $23k |
| Jpmorgan Chase & Co | Sep 2025 | 150.00 | $8.0k |