Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
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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 |
|---|---|---|---|---|---|
| Awm Capital | 676k | $28M | 8% | Sep 2025 |
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| Quantum Financial Advisors | 563k | $23M | -2% | Sep 2025 |
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| Maseco | 558k | $23M | 2% | Sep 2025 |
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| Colony | 543k | $22M | 1% | Sep 2025 |
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| Five Oceans Advisors | 417k | $17M | 19% | Sep 2025 |
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| Forum Financial Management | 397k | $16M | 0% | Sep 2025 |
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| Pathstone Holdings | 341k | $14M | 53% | Sep 2025 |
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| Abacus Wealth Partners | 341k | $14M | 1% | Sep 2025 |
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| Citrine Capital | 313k | $13M | 2% | Sep 2025 |
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| LongView Asset Management | 293k | $12M | 11% | Sep 2025 |
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| Retirement Solution | 262k | $11M | -1% | Sep 2025 |
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| Willow Creek Wealth Management | 166k | $6.8M | 1% | Sep 2025 |
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| Wealth Architects | 147k | $6.0M | 3% | Sep 2025 |
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| Greenspring Advisors | 133k | $5.5M | 80% | Sep 2025 |
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| Schoolcraft Capital | 128k | $5.2M | -14% | Sep 2025 |
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| Savant Capital Management | 124k | $5.1M | -2% | Sep 2025 |
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| Francis Financial | 107k | $4.4M | 100% | Sep 2025 |
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| Balanced Rock Investment Advisors | 88k | $3.6M | -2% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 87k | $3.6M | -10% | Sep 2025 |
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| Asset Dedication | 83k | $3.4M | 4% | Sep 2025 |
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| Pure Financial Advisors | 81k | $3.3M | 11% | Sep 2025 |
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| TCI Wealth Advisors | 79k | $3.2M | 68% | Sep 2025 |
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| Allodium Investment Consultants | 76k | $3.1M | 26% | Sep 2025 |
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| Jane Street | 75k | $3.1M | -60% | Sep 2025 |
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| New Capital Management | 75k | $3.1M | 0% | Sep 2025 |
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| Brighton Jones | 73k | $3.0M | 2% | Sep 2025 |
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| Apella Capital | 68k | $2.8M | 31% | Sep 2025 |
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| RAM Investment Partners | 66k | $2.7M | -1% | Sep 2025 |
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| Resources Investment Advisors | 66k | $2.7M | 1% | Sep 2025 |
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| Buckingham Strategic Partners | 62k | $2.6M | 34% | Sep 2025 |
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| Drive Wealth Management | 60k | $2.5M | 5% | Sep 2025 |
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| Heritage Financial Services | 59k | $2.4M | -3% | Sep 2025 |
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| Navigoe | 55k | $2.3M | 59% | Sep 2025 |
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| Hill Island Financial | 55k | $2.3M | 0% | Sep 2025 |
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| Klaas Financial Asset Advisors | 51k | $2.1M | 3% | Sep 2025 |
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| Perigon Wealth Management | 50k | $2.1M | 14% | Sep 2025 |
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| Triune Financial Partners | 46k | $1.9M | -2% | Sep 2025 |
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| Beacon Pointe Advisors | 44k | $1.8M | 100% | Sep 2025 |
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| Mercer Global Advisors | 44k | $1.8M | 100% | Sep 2025 |
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| CI Private Wealth | 42k | $1.7M | 26% | Sep 2025 |
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| Planning Center | 41k | $1.7M | -2% | Sep 2025 |
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| Quarry Hill Advisors | 38k | $1.5M | 22% | Sep 2025 |
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| Longview Financial Advisors | 35k | $1.4M | 10% | Sep 2025 |
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| Cambridge Financial Group | 32k | $1.3M | 100% | Sep 2025 |
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| Cordant | 32k | $1.3M | 0% | Sep 2025 |
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| Truepoint | 32k | $1.3M | 0% | Sep 2025 |
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| RW Investment Management | 31k | $1.3M | 12% | Sep 2025 |
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| Waypoint Wealth Partners | 31k | $1.2M | 100% | Jun 2025 |
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| HPM Partners | 29k | $1.2M | -2% | Sep 2025 |
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| Betterment | 26k | $1.0M | 59% | Sep 2025 |
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| Addison Advisors | 24k | $985k | 12% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 24k | $979k | 77% | Sep 2025 |
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| Northland Capital Management | 23k | $936k | 6% | Sep 2025 |
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| Momentous Wealth Management | 21k | $873k | -2% | Sep 2025 |
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| Equita Financial Network | 21k | $872k | 66% | Sep 2025 |
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| Seven Mile Advisory | 21k | $871k | -2% | Sep 2025 |
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| Morling Financial Advisors | 20k | $822k | 0% | Sep 2025 |
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| Cardinal Point Capital Management, ULC | 20k | $819k | 2% | Sep 2025 |
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| Nwam | 19k | $784k | -2% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 19k | $768k | 6% | Sep 2025 |
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| Aspen Capital Management | 19k | $763k | 2% | Sep 2025 |
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| EP Wealth Advisors | 17k | $636k | -21% | Jun 2025 |
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| Modera Wealth Management | 17k | $686k | 0% | Sep 2025 |
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| MB Generational Wealth | 17k | $681k | -1% | Sep 2025 |
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| Farther Finance Advisors | 16k | $667k | 0% | Sep 2025 |
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| Meritas Wealth Management | 16k | $656k | 0% | Sep 2025 |
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| Trellis Wealth Advisors | 16k | $644k | -4% | Sep 2025 |
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| Sequoia Financial Advisors | 15k | $615k | -1% | Sep 2025 |
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| Wealthstream Advisors | 15k | $598k | 13% | Sep 2025 |
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| BetterWealth | 15k | $594k | 5% | Sep 2025 |
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| Foster Group | 14k | $591k | 100% | Sep 2025 |
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| Syverson Strege & Co | 14k | $584k | -4% | Sep 2025 |
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| Burns Wealth Management | 14k | $568k | -5% | Sep 2025 |
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| LPL Financial | 12k | $508k | 3% | Sep 2025 |
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| Goss Wealth Management | 12k | $496k | 0% | Sep 2025 |
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| Premier Financial Group | 12k | $481k | 100% | Sep 2025 |
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| Heck Capital Advisors | 12k | $473k | 0% | Sep 2025 |
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| North Ridge Wealth Advisors | 12k | $471k | 2% | Sep 2025 |
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| Simplicity Wealth | 12k | $471k | 100% | Sep 2025 |
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| HighTower Advisors | 11k | $467k | 46% | Sep 2025 |
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| Flagstone Financial Management | 11k | $454k | 32% | Sep 2025 |
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| Commonwealth Equity Services | 11k | $433k | 3% | Sep 2025 |
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| Caprock | 10k | $413k | 0% | Sep 2025 |
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| Freedom Financial Partners | 10k | $423k | 1% | Sep 2025 |
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| AdvisorNet Financial | 10k | $422k | -11% | Sep 2025 |
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| Parcion Private Wealth | 10k | $421k | 1% | Sep 2025 |
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| Rehmann Capital Advisory | 9.8k | $401k | 34% | Sep 2025 |
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| RHS Financial | 9.7k | $401k | 5% | Sep 2025 |
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| Creative Capital Management Investments | 9.7k | $397k | 0% | Sep 2025 |
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| NewEdge Wealth | 9.6k | $403k | 100% | Sep 2025 |
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| Fiduciary Financial Group | 9.5k | $392k | 8% | Sep 2025 |
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| Harbour Investments | 9.3k | $384k | -1% | Sep 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 9.3k | $383k | -2% | Sep 2025 |
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| Wealth Management Strategies | 9.3k | $381k | 25% | Sep 2025 |
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| EnRich Financial Partners | 9.2k | $380k | 0% | Sep 2025 |
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| Babb Wealth Advisors | 9.2k | $378k | -1% | Sep 2025 |
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| Jentner | 8.6k | $326k | 3% | Jun 2025 |
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| Midwest Trust | 8.4k | $345k | 34% | Sep 2025 |
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| Level Financial Advisors | 8.2k | $338k | 3% | Sep 2025 |
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| Sellwood Investment Partners | 7.7k | $316k | 6% | Sep 2025 |
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| Grand Wealth Management | 7.2k | $296k | 10% | Sep 2025 |
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| Cassaday & Co Wealth Management | 7.2k | $295k | 0% | Sep 2025 |
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| Garrett Investment Advisors | 7.1k | $293k | 100% | Sep 2025 |
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| Apollon Wealth Management | 6.9k | $283k | 0% | Sep 2025 |
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| Chicago Partners Investment | 6.8k | $287k | 0% | Sep 2025 |
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| Hill Investment Group Partners | 6.6k | $271k | -5% | Sep 2025 |
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| Compass Capital Corp | 6.5k | $271k | 3% | Sep 2025 |
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| My Personal CFO | 6.4k | $261k | 100% | Sep 2025 |
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| Foundation Wealth Management | 6.4k | $261k | 1% | Sep 2025 |
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| Tanager Wealth Management | 6.1k | $250k | 0% | Sep 2025 |
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| Wealth Advisors Northwest | 5.5k | $225k | -17% | Sep 2025 |
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| Cobblestone Capital Advisors | 5.5k | $225k | 1% | Sep 2025 |
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| Private Advisor | 5.5k | $225k | 0% | Sep 2025 |
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| United Wealth Management | 5.4k | $222k | 0% | Sep 2025 |
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| Mills Wealth Advisors | 5.2k | $216k | 0% | Sep 2025 |
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| McGrath & Associates | 5.1k | $209k | 100% | Sep 2025 |
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| Bridge Generations Wealth Management | 4.9k | $201k | 0% | Sep 2025 |
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| UMA Financial Services | 4.8k | $198k | 0% | Sep 2025 |
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| DiNuzzo Private Wealth | 4.8k | $191k | 4% | Sep 2025 |
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| Root Financial Partners | 4.3k | $176k | 100% | Sep 2025 |
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| Vermillion Wealth Management | 4.1k | $167k | -1% | Sep 2025 |
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| Hanson McClain Advisors | 3.9k | $162k | 1% | Sep 2025 |
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| Parkworth Wealth Management | 3.4k | $130k | 4% | Jun 2025 |
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| Washington Trust Advisors | 2.4k | $100k | 100% | Sep 2025 |
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| Orion Capital Management | 2.3k | $96k | 0% | Sep 2025 |
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| Red Tortoise | 1.9k | $76k | 0% | Sep 2025 |
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| Tortoise Investment Management | 1.7k | $71k | 0% | Sep 2025 |
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| Advisor Group Holdings | 1.7k | $70k | 9% | Sep 2025 |
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| Keystone Financial Group | 1.5k | $62k | 1% | Sep 2025 |
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| WealthCollab | 1.5k | $60k | 0% | Sep 2025 |
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| Cardiff Park Advisors | 1.4k | $57k | 1% | Sep 2025 |
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| Signature Resources Capital Management | 1.4k | $56k | 1727% | Sep 2025 |
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| Red Lighthouse Investment Management | 1.2k | $50k | 0% | Sep 2025 |
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| Curio Wealth | 1.2k | $49k | 0% | Sep 2025 |
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| CWM | 1.1k | $47k | 0% | Sep 2025 |
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| Pinney & Scofield | 1.0k | $42k | 0% | Sep 2025 |
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| North Capital | 1.0k | $41k | 0% | Sep 2025 |
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| C.M. Bidwell & Associates | 800.00 | $33k | 0% | Sep 2025 |
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| Blume Capital Management | 800.00 | $33k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 777.00 | $32k | 0% | Sep 2025 |
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| JFS Wealth Advisors | 475.00 | $20k | -27% | Sep 2025 |
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| Zrc Wealth Management | 462.00 | $19k | 1% | Sep 2025 |
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| Coston, McIsaac & Partners | 454.00 | $18k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 425.00 | $18k | -52% | Sep 2025 |
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| Glass Jacobson Investment Advisors | 363.00 | $15k | 150% | Sep 2025 |
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| IFP Advisors | 319.00 | $13k | 35% | Sep 2025 |
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| Royal Bank of Canada | 294.00 | $12k | 0% | Sep 2025 |
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| Strategic Investment Solutions | 77.00 | $3.2k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 55.00 | $2.3k | 0% | Sep 2025 |
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| AlphaCore Capital | 47.00 | $1.9k | 100% | Sep 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Jun 2025 | 207k | $7.9M |
| Thrivent Financial for Lutherans | Jun 2025 | 122k | $4.6M |
| Cook Wealth Management Group | Mar 2025 | 30k | $1.0M |
| Citadel Advisors | Jun 2025 | 7.5k | $285k |
| Envestnet Asset Management | Jun 2025 | 6.3k | $240k |