Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSD
- CUSIP Number: 25434v864
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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 |
|---|---|---|---|---|---|
| Colony | 5.4M | $261M | 16% | Dec 2025 |
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| Apella Capital | 4.5M | $216M | 13% | Dec 2025 |
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| Savant Capital Management | 4.0M | $193M | -1% | Dec 2025 |
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| Resources Investment Advisors | 3.6M | $171M | 10% | Dec 2025 |
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| Beaird Harris Wealth Management | 3.2M | $154M | 8% | Dec 2025 |
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| Planning Center | 2.7M | $129M | 11% | Dec 2025 |
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| Root Financial Partners | 2.5M | $119M | 34% | Dec 2025 |
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| Vise Technologies | 2.3M | $109M | 280% | Dec 2025 |
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| Envestnet Asset Management | 2.3M | $109M | 11% | Dec 2025 |
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| DiNuzzo Private Wealth | 2.0M | $98M | 0% | Mar 2026 |
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| HighTower Advisors | 1.9M | $91M | 6% | Dec 2025 |
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| Great Waters Wealth Management | 1.8M | $85M | 14% | Mar 2026 |
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| Phillips Financial Management | 1.7M | $82M | -3% | Mar 2026 |
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| Rachor Investment Advisory Services | 1.4M | $68M | 100% | Dec 2025 |
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| Market Street Wealth Management Advisors | 1.2M | $60M | 2% | Mar 2026 |
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| Diversified Portfolios | 1.2M | $59M | 10% | Dec 2025 |
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| Rather & Kittrell | 1.2M | $59M | 17% | Dec 2025 |
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| Assetmark | 1.2M | $59M | -2% | Dec 2025 |
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| WPWealth | 1.2M | $56M | 8% | Dec 2025 |
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| Buckingham Strategic Partners | 1.1M | $55M | -77% | Dec 2025 |
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| McIlrath & Eck | 1.1M | $54M | 23% | Dec 2025 |
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| Commonwealth Equity Services | 1.1M | $53M | 1% | Dec 2025 |
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| Ruedi Wealth Management | 1.0M | $50M | 7% | Dec 2025 |
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| Altiora Financial Group | 975k | $47M | 2% | Dec 2025 |
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| RAM Investment Partners | 952k | $46M | 5% | Dec 2025 |
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| Curio Wealth | 930k | $45M | 15% | Dec 2025 |
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| 55 North Private Wealth | 879k | $42M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 853k | $41M | 287% | Dec 2025 |
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| Financial Plan | 780k | $37M | 100% | Dec 2025 |
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| Elser Financial Planning | 773k | $37M | 100% | Mar 2026 |
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| Park Avenue Securities | 770k | $37M | -1% | Mar 2026 |
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| Wealthquest | 731k | $35M | 12% | Dec 2025 |
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| Eclectic Associates | 686k | $33M | 26% | Mar 2026 |
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| Signature Resources Capital Management | 682k | $33M | 11% | Dec 2025 |
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| Maseco | 649k | $31M | 4% | Dec 2025 |
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| Great Oak Capital Partners | 596k | $29M | 3% | Mar 2026 |
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| Mattern Wealth Management | 595k | $29M | 6% | Dec 2025 |
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| Farther Finance Advisors | 568k | $27M | 64% | Mar 2026 |
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| Northwest Wealth Management | 555k | $27M | 16% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 549k | $26M | 5% | Dec 2025 |
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| Valued Wealth Advisors | 546k | $26M | 4% | Dec 2025 |
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| Grunden Financial Advisory | 515k | $25M | 0% | Dec 2025 |
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| Sterling Wealth Advisors | 498k | $24M | -4% | Dec 2025 |
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| Jackson Thornton Asset Management | 474k | $23M | 6% | Dec 2025 |
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| Allegiance Financial Group Advisory Services | 463k | $22M | 7% | Dec 2025 |
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| Wheelhouse Advisory Group | 462k | $22M | 42% | Dec 2025 |
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| Wolfstich Capital | 458k | $22M | 100% | Dec 2025 |
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| Legacy Financial Group | 454k | $22M | 7% | Dec 2025 |
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| Parkwoods Wealth Partners | 446k | $21M | 87% | Mar 2026 |
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| SJS Investment Consulting | 442k | $21M | 8% | Dec 2025 |
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| Vestment Financial | 437k | $21M | 12% | Dec 2025 |
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| SC&H Financial Advisors | 426k | $20M | 34% | Dec 2025 |
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| Integrity Alliance | 397k | $19M | -8% | Dec 2025 |
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| SageOak Financial | 397k | $19M | 4% | Dec 2025 |
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| Verisail Partners | 393k | $19M | 5% | Dec 2025 |
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| Nova R Wealth | 389k | $19M | 7% | Mar 2026 |
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| AlphaStar Capital Management | 387k | $19M | 8% | Mar 2026 |
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| Onyx Financial Advisors | 386k | $19M | 5% | Mar 2026 |
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| Tillman Hartley | 368k | $18M | 18% | Dec 2025 |
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| Advisor Group Holdings | 364k | $18M | 6% | Dec 2025 |
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| BCU Wealth Advisors | 360k | $17M | 7% | Dec 2025 |
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| Vestmark Advisory Solutions | 360k | $17M | 15% | Dec 2025 |
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| BCO Wealth Management | 358k | $17M | 4% | Mar 2026 |
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| LPL Financial | 356k | $17M | 6% | Dec 2025 |
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| Cornerstone Management | 343k | $16M | 36% | Mar 2026 |
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| Awm Capital | 343k | $17M | 10% | Dec 2025 |
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| Brady Martz Wealth Solutions | 341k | $16M | 6% | Mar 2026 |
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| Pacific Asset Management | 341k | $16M | 19% | Dec 2025 |
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| Sterling Wealth Management | 338k | $16M | 28% | Dec 2025 |
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| One Degree Advisors | 321k | $15M | 3% | Dec 2025 |
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| Pine Harbor Wealth Management | 320k | $15M | 20% | Dec 2025 |
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| Clune & Associates | 313k | $15M | 12% | Dec 2025 |
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| Studio Investment Management | 306k | $15M | 13% | Dec 2025 |
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| Kondo Wealth Advisors | 297k | $14M | 7% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 297k | $14M | 5% | Mar 2026 |
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| Client 1st Advisory Group | 297k | $14M | 1% | Mar 2026 |
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| Liberty Wealth Management | 295k | $14M | 100% | Dec 2025 |
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| Shira Ridge Wealth Management | 283k | $14M | 16% | Mar 2026 |
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| CPA Asset Management | 283k | $14M | 56% | Dec 2025 |
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| Oceanside Advisors | 278k | $13M | 1% | Dec 2025 |
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| Warren Averett Asset Management | 278k | $13M | -1% | Dec 2025 |
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| Dravo Bay | 275k | $13M | 12% | Dec 2025 |
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| Sax Wealth Advisors | 274k | $13M | 0% | Mar 2026 |
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| Integrated Wealth Concepts | 268k | $13M | 10% | Dec 2025 |
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| Fundamentun | 267k | $13M | 4% | Dec 2025 |
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| Discipline Wealth Solutions | 265k | $13M | 19% | Mar 2026 |
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| Hanson McClain Advisors | 260k | $13M | 10% | Dec 2025 |
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| Bay Harbor Wealth Management | 245k | $12M | 17% | Mar 2026 |
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| Branch Banking & Trust Company | 240k | $12M | 76% | Dec 2025 |
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| Integrity Advisory Solutions | 235k | $11M | 100% | Dec 2025 |
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| Gradient Capital Advisors | 234k | $11M | 4% | Mar 2026 |
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| Concord Wealth Partners | 233k | $11M | 9% | Dec 2025 |
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| Passive Capital Management | 233k | $11M | 14% | Dec 2025 |
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| Raymond James Financial | 232k | $11M | 275% | Dec 2025 |
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| Parkshore Wealth Management | 231k | $11M | 18% | Dec 2025 |
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| Steward Partners Investment Advisory | 224k | $11M | 5% | Dec 2025 |
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| Werba Rubin Papier Wealth Management | 221k | $11M | 354% | Dec 2025 |
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| Friday Financial | 220k | $11M | 10% | Mar 2026 |
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| Betterment | 219k | $11M | 2% | Dec 2025 |
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| Disciplined Investments | 215k | $10M | 11% | Dec 2025 |
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| Family Wealth Partners | 208k | $10M | 15% | Mar 2026 |
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| Essential Planning | 205k | $9.8M | 43% | Dec 2025 |
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| von Borstel & Associates | 198k | $9.5M | 6% | Dec 2025 |
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| City State Bank | 196k | $9.4M | 14% | Dec 2025 |
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| Yardley Wealth Management | 195k | $9.3M | 10% | Dec 2025 |
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| Cambridge Capital Management | 187k | $9.0M | 9% | Dec 2025 |
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| Peirce Capital Management | 187k | $9.0M | 5% | Dec 2025 |
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| Heritage Investment Group | 176k | $8.4M | 12% | Dec 2025 |
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| AssuredPartners Investment Advisors | 174k | $8.3M | 2% | Mar 2026 |
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| Dynamic Advisors Solutions | 173k | $8.3M | 2% | Mar 2026 |
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| EverSource Wealth Advisors | 173k | $8.3M | -11% | Dec 2025 |
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| Belleair Asset Management | 172k | $8.2M | 12% | Mar 2026 |
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| Pure Financial Advisors | 171k | $8.2M | 6% | Mar 2026 |
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| WorthPointe | 168k | $8.1M | 226% | Dec 2025 |
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| Chicago Partners Investment | 167k | $8.0M | 3% | Dec 2025 |
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| Cetera Investment Advisers | 167k | $8.0M | 118% | Dec 2025 |
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| Selective Wealth Management | 164k | $7.9M | 202% | Dec 2025 |
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| Fmb Wealth Management | 159k | $7.6M | 7% | Mar 2026 |
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| RCS Financial Planning | 159k | $7.6M | 2% | Dec 2025 |
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| Vantage Point Financial | 153k | $7.3M | 10% | Dec 2025 |
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| CFS Investment Advisory Services | 151k | $7.2M | 7% | Dec 2025 |
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| Triumph Capital Management | 150k | $7.2M | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 149k | $7.2M | 52% | Dec 2025 |
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| Professional Financial Solutions | 147k | $7.1M | 100% | Dec 2025 |
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| Tru Independence Asset Management 2 | 146k | $7.0M | 5% | Dec 2025 |
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| Burney Co/ | 146k | $7.0M | 0% | Dec 2025 |
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| Kestra Investment Management | 141k | $6.8M | 38% | Dec 2025 |
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| Parker Financial | 139k | $6.6M | 2% | Dec 2025 |
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| Arcadia Wealth Management | 138k | $6.6M | 22% | Dec 2025 |
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| Approach Retirement Advisors | 136k | $6.5M | 0% | Mar 2026 |
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| Vermillion & White Wealth Management Group | 136k | $6.5M | 0% | Dec 2025 |
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| Kane Co Wealth Management | 136k | $6.5M | 100% | Dec 2025 |
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| Squire Investment Management Company | 135k | $6.5M | 11% | Dec 2025 |
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| BOS Asset Management | 135k | $6.4M | 64% | Mar 2026 |
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| Burk Holdings | 134k | $6.4M | 14% | Dec 2025 |
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| New Dimensions Wealth Management | 131k | $6.3M | 4% | Dec 2025 |
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| Meredith Wealth Planning | 129k | $6.2M | 30% | Dec 2025 |
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| White Wing Wealth Management | 127k | $6.1M | -7% | Mar 2026 |
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| Babb Wealth Advisors | 125k | $6.0M | 33% | Dec 2025 |
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| Signature Estate and Investment Advisors | 125k | $6.0M | 1% | Mar 2026 |
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| Delap Wealth Advisory | 124k | $6.0M | 11% | Dec 2025 |
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| Tortoise Investment Management | 124k | $6.0M | 10% | Dec 2025 |
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| Kooman & Associates | 124k | $6.0M | 5% | Dec 2025 |
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| Harbour Investments | 124k | $5.9M | 17547% | Dec 2025 |
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| CLS Investments | 121k | $5.8M | 5% | Dec 2025 |
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| BDFS Capital | 119k | $5.7M | 4% | Mar 2026 |
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| Keystone Financial Group | 118k | $5.7M | 2% | Dec 2025 |
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| Change Path | 118k | $5.6M | 7% | Dec 2025 |
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| Live Oak Private Wealth | 114k | $5.5M | 7% | Dec 2025 |
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| Lakeridge Wealth Management | 112k | $5.4M | -2% | Mar 2026 |
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| Chico Wealth RIA | 94k | $4.5M | -47% | Dec 2025 |
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| Simplicity Wealth | 87k | $4.1M | -28% | Dec 2025 |
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| Miracle Mile Advisors | 77k | $3.7M | -32% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 62k | $3.0M | -50% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mach-1 Financial Group | Sep 2025 | 214k | $10M |
| Wealth Enhancement Advisory Services | Dec 2025 | 200k | $9.6M |
| Renaissance Technologies | Sep 2025 | 166k | $8.0M |
| Citadel Advisors | Sep 2025 | 166k | $8.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Sep 2025 | 120k | $5.8M |