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 | 5.2M | $253M | 16% | Mar 2026 |
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| Buckingham Strategic Partners | 5.1M | $246M | 347% | Mar 2026 |
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| Savant Capital Management | 3.9M | $187M | -3% | Mar 2026 |
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| Resources Investment Advisors | 3.7M | $177M | 4% | Mar 2026 |
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| Beaird Harris Wealth Management | 3.2M | $154M | 8% | Dec 2025 |
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| Root Financial Partners | 3.0M | $143M | 20% | Mar 2026 |
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| Planning Center | 2.8M | $135M | 4% | Mar 2026 |
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| Envestnet Asset Management | 2.4M | $116M | 7% | Mar 2026 |
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| Vise Technologies | 2.3M | $109M | 0% | Mar 2026 |
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| DiNuzzo Private Wealth | 2.0M | $98M | 0% | Mar 2026 |
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| HighTower Advisors | 2.0M | $94M | 4% | Mar 2026 |
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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 | 1.5M | $70M | 3% | Mar 2026 |
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| Diversified Portfolios | 1.3M | $64M | 8% | Mar 2026 |
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| Rather & Kittrell | 1.3M | $64M | 8% | Mar 2026 |
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| McIlrath & Eck | 1.3M | $62M | 15% | Mar 2026 |
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| Market Street Wealth Management Advisors | 1.2M | $60M | 2% | Mar 2026 |
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| WPWealth | 1.2M | $58M | 3% | Mar 2026 |
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| Assetmark | 1.2M | $57M | -2% | Mar 2026 |
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| Commonwealth Equity Services | 1.2M | $57M | 8% | Mar 2026 |
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| Ruedi Wealth Management | 1.1M | $53M | 5% | Mar 2026 |
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| RAM Investment Partners | 999k | $48M | 5% | Mar 2026 |
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| Curio Wealth | 958k | $46M | 3% | Mar 2026 |
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| Altiora Financial Group | 923k | $44M | -5% | Mar 2026 |
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| Financial Plan | 917k | $44M | 18% | Mar 2026 |
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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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| Signature Resources Capital Management | 773k | $37M | 13% | Mar 2026 |
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| Elser Financial Planning | 773k | $37M | 100% | Mar 2026 |
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| Wealthquest | 731k | $35M | 0% | Mar 2026 |
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| Park Avenue Securities | 770k | $37M | -1% | Mar 2026 |
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| Bank of America Corporation | 752k | $36M | 100% | Mar 2026 |
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| Maseco | 739k | $35M | 14% | Mar 2026 |
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| Eclectic Associates | 686k | $33M | 26% | Mar 2026 |
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| Wheelhouse Advisory Group | 618k | $30M | 34% | Mar 2026 |
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| Mattern Wealth Management | 603k | $29M | 1% | Mar 2026 |
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| Great Oak Capital Partners | 596k | $29M | 3% | Mar 2026 |
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| Farther Finance Advisors | 568k | $27M | 64% | Mar 2026 |
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| Valued Wealth Advisors | 558k | $27M | 2% | Mar 2026 |
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| Northwest Wealth Management | 555k | $27M | 16% | Mar 2026 |
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| Grunden Financial Advisory | 515k | $25M | 0% | Dec 2025 |
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| Allegiance Financial Group Advisory Services | 512k | $25M | 11% | Mar 2026 |
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| Jackson Thornton Asset Management | 506k | $24M | 7% | Mar 2026 |
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| Sterling Wealth Advisors | 500k | $24M | 0% | Mar 2026 |
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| Keyes, Stange & Wooten Wealth Management | 493k | $24M | -10% | Mar 2026 |
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| SC&H Financial Advisors | 484k | $23M | 14% | Mar 2026 |
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| Vestment Financial | 478k | $23M | 9% | Mar 2026 |
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| Legacy Financial Group | 467k | $22M | 3% | Mar 2026 |
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| CPA Asset Management | 457k | $22M | 61% | Mar 2026 |
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| Cornerstone Wealth Partners | 457k | $22M | 100% | Mar 2026 |
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| SJS Investment Consulting | 455k | $22M | 3% | Mar 2026 |
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| Guardian Wealth Management | 449k | $22M | 100% | Mar 2026 |
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| Parkwoods Wealth Partners | 446k | $21M | 87% | Mar 2026 |
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| Pacific Asset Management | 419k | $20M | 23% | Mar 2026 |
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| Wolfstich Capital | 410k | $20M | -11% | Mar 2026 |
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| Verisail Partners | 406k | $20M | 3% | Mar 2026 |
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| SageOak Financial | 401k | $19M | 1% | Mar 2026 |
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| Awm Capital | 396k | $19M | 15% | Mar 2026 |
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| Integrity Alliance | 390k | $19M | -2% | Mar 2026 |
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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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| Vestmark Advisory Solutions | 386k | $19M | 7% | Mar 2026 |
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| Sterling Wealth Management | 377k | $18M | 12% | Mar 2026 |
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| Three Arch Wealth Management | 376k | $18M | 100% | Mar 2026 |
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| BCU Wealth Advisors | 374k | $18M | 4% | Mar 2026 |
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| Pine Harbor Wealth Management | 368k | $18M | 15% | Mar 2026 |
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| Tillman Hartley | 367k | $18M | 0% | Mar 2026 |
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| Advisor Group Holdings | 364k | $18M | 6% | Dec 2025 |
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| Clune & Associates | 361k | $17M | 16% | Mar 2026 |
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| BCO Wealth Management | 358k | $17M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 347k | $17M | 133% | Mar 2026 |
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| Cornerstone Management | 343k | $16M | 36% | Mar 2026 |
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| Brady Martz Wealth Solutions | 341k | $16M | 6% | Mar 2026 |
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| LPL Financial | 339k | $16M | -5% | Mar 2026 |
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| One Degree Advisors | 337k | $16M | 5% | Mar 2026 |
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| Royal Bank of Canada | 327k | $16M | -6% | Mar 2026 |
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| Studio Investment Management | 320k | $15M | 5% | Mar 2026 |
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| Foundry Financial | 311k | $15M | 100% | Mar 2026 |
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| Kondo Wealth Advisors | 310k | $15M | 4% | Mar 2026 |
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| Liberty Wealth Management | 310k | $15M | 5% | Mar 2026 |
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| Integrity Advisory Solutions | 307k | $15M | 31% | Mar 2026 |
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| Dravo Bay | 303k | $15M | 10% | Mar 2026 |
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| Oceanside Advisors | 301k | $14M | 8% | Mar 2026 |
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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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| Parkshore Wealth Management | 285k | $14M | 23% | Mar 2026 |
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| Integrated Wealth Concepts | 285k | $14M | 6% | Mar 2026 |
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| Shira Ridge Wealth Management | 283k | $14M | 16% | Mar 2026 |
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| Warren Averett Asset Management | 278k | $13M | -1% | Dec 2025 |
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| Torren Management | 275k | $13M | 100% | Mar 2026 |
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| Sax Wealth Advisors | 274k | $13M | 0% | Mar 2026 |
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| Johnson Wealth Management | 270k | $13M | 100% | Mar 2026 |
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| Fundamentun | 268k | $13M | 0% | Mar 2026 |
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| Discipline Wealth Solutions | 265k | $13M | 19% | Mar 2026 |
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| Essential Planning | 264k | $13M | 28% | Mar 2026 |
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| City State Bank | 263k | $13M | 34% | Mar 2026 |
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| Passive Capital Management | 262k | $13M | 13% | Mar 2026 |
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| Hanson McClain Advisors | 260k | $13M | 10% | Dec 2025 |
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| Werba Rubin Papier Wealth Management | 260k | $12M | 17% | Mar 2026 |
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| Mills Wealth Advisors | 257k | $12M | 139% | Mar 2026 |
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| Disciplined Investments | 252k | $12M | 17% | Mar 2026 |
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| Steward Partners Investment Advisory | 250k | $12M | 11% | Mar 2026 |
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| Branch Banking & Trust Company | 249k | $12M | 4% | Mar 2026 |
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| Bay Harbor Wealth Management | 245k | $12M | 17% | Mar 2026 |
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| Concord Wealth Partners | 241k | $12M | 3% | Mar 2026 |
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| My Purposeful Wealth Corp. | 240k | $12M | 100% | Mar 2026 |
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| Gradient Capital Advisors | 234k | $11M | 4% | Mar 2026 |
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| Selective Wealth Management | 232k | $11M | 41% | Mar 2026 |
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| Raymond James Financial | 232k | $11M | 275% | Dec 2025 |
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| von Borstel & Associates | 231k | $11M | 17% | Mar 2026 |
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| Wilkerson Advisory Group | 225k | $11M | 100% | Mar 2026 |
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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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| WorthPointe | 218k | $10M | 29% | Mar 2026 |
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| Kestra Investment Management | 211k | $10M | 50% | Mar 2026 |
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| Yardley Wealth Management | 208k | $10M | 7% | Mar 2026 |
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| Family Wealth Partners | 208k | $10M | 15% | Mar 2026 |
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| Peirce Capital Management | 197k | $9.4M | 5% | Mar 2026 |
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| AA Financial Advisors | 191k | $9.1M | 100% | Mar 2026 |
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| Cambridge Capital Management | 190k | $9.1M | 1% | Mar 2026 |
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| HBE Wealth Management | 185k | $8.8M | 100% | Mar 2026 |
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| Heritage Investment Group | 181k | $8.7M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 180k | $8.6M | 8% | Mar 2026 |
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| Chicago Partners Investment | 177k | $8.5M | 6% | Mar 2026 |
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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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| Belleair Asset Management | 172k | $8.2M | 12% | Mar 2026 |
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| Professional Financial Solutions | 172k | $8.2M | 17% | Mar 2026 |
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| Pure Financial Advisors | 171k | $8.2M | 6% | Mar 2026 |
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| Harbour Investments | 170k | $8.1M | 37% | Mar 2026 |
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| Live Oak Private Wealth | 166k | $8.0M | 46% | Mar 2026 |
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| Triumph Capital Management | 164k | $7.9M | 9% | Mar 2026 |
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| RCS Financial Planning | 163k | $7.8M | 2% | Mar 2026 |
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| Keystone Financial Group | 161k | $7.7M | 36% | Mar 2026 |
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| Meredith Wealth Planning | 160k | $7.7M | 25% | Mar 2026 |
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| Fmb Wealth Management | 159k | $7.6M | 7% | Mar 2026 |
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| Vantage Point Financial | 158k | $7.6M | 3% | Mar 2026 |
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| Squire Investment Management Company | 155k | $7.4M | 15% | Mar 2026 |
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| CFS Investment Advisory Services | 155k | $7.5M | 3% | Mar 2026 |
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| Fonville Wealth Management | 154k | $7.4M | 117% | Mar 2026 |
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| Tru Independence Asset Management 2 | 152k | $7.3M | 4% | Mar 2026 |
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| Heffernan Advisory | 151k | $7.2M | 100% | Mar 2026 |
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| Delap Wealth Advisory | 150k | $7.2M | 20% | Mar 2026 |
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| Parker Financial | 149k | $7.1M | 7% | Mar 2026 |
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| Burk Holdings | 143k | $6.9M | 7% | Mar 2026 |
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| Arcadia Wealth Management | 138k | $6.6M | 22% | Dec 2025 |
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| EverSource Wealth Advisors | 121k | $5.8M | -30% | Mar 2026 |
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| Burney Co/ | 119k | $5.7M | -18% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 200k | $9.6M |
| Renaissance Technologies | Sep 2025 | 166k | $8.0M |