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 | 717k | $30M | 6% | Dec 2025 |
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| Maseco | 574k | $24M | 3% | Dec 2025 |
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| Quantum Financial Advisors | 557k | $23M | -1% | Dec 2025 |
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| Colony | 534k | $22M | -2% | Dec 2025 |
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| Pathstone Holdings | 515k | $21M | 51% | Dec 2025 |
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| Five Oceans Advisors | 434k | $18M | 4% | Dec 2025 |
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| Forum Financial Management | 395k | $16M | 0% | Dec 2025 |
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| Abacus Wealth Partners | 342k | $14M | 0% | Dec 2025 |
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| Citrine Capital | 318k | $13M | 2% | Dec 2025 |
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| LongView Asset Management | 293k | $12M | 11% | Sep 2025 |
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| Retirement Solution | 263k | $11M | 0% | Dec 2025 |
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| Willow Creek Wealth Management | 166k | $6.8M | 1% | Sep 2025 |
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| Wealth Architects | 158k | $6.5M | 8% | Dec 2025 |
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| Greenspring Advisors | 150k | $6.2M | 12% | Dec 2025 |
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| Savant Capital Management | 137k | $5.7M | 11% | Dec 2025 |
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| Thrivent Financial for Lutherans | 129k | $5.3M | 100% | Dec 2025 |
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| Schoolcraft Capital | 128k | $5.3M | 0% | Dec 2025 |
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| Pure Financial Advisors | 109k | $4.5M | 35% | Dec 2025 |
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| Francis Financial | 107k | $4.5M | 0% | Dec 2025 |
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| Balanced Rock Investment Advisors | 90k | $3.7M | 2% | Dec 2025 |
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| Asset Dedication | 85k | $3.5M | 3% | Dec 2025 |
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| TCI Wealth Advisors | 85k | $3.5M | 8% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 85k | $3.6M | -3% | Dec 2025 |
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| Apella Capital | 78k | $3.2M | 15% | Dec 2025 |
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| Allodium Investment Consultants | 76k | $3.2M | 0% | Dec 2025 |
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| New Capital Management | 74k | $3.1M | -1% | Dec 2025 |
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| RAM Investment Partners | 68k | $2.8M | 3% | Dec 2025 |
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| Drive Wealth Management | 66k | $2.7M | 10% | Dec 2025 |
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| Resources Investment Advisors | 64k | $2.6M | -3% | Dec 2025 |
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| Heritage Financial Services | 60k | $2.5M | 1% | Dec 2025 |
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| Hill Island Financial | 56k | $2.3M | 1% | Dec 2025 |
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| Navigoe | 55k | $2.3M | 59% | Sep 2025 |
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| Buckingham Strategic Partners | 54k | $2.3M | -13% | Dec 2025 |
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| Perigon Wealth Management | 53k | $2.2M | 5% | Dec 2025 |
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| Mercer Global Advisors | 53k | $2.2M | 20% | Dec 2025 |
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| Klaas Financial Asset Advisors | 49k | $2.0M | -5% | Dec 2025 |
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| Quarry Hill Advisors | 48k | $2.0M | 28% | Dec 2025 |
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| Beacon Pointe Advisors | 46k | $1.9M | 4% | Dec 2025 |
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| Triune Financial Partners | 45k | $2.0M | -2% | Dec 2025 |
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| CI Private Wealth | 44k | $1.8M | 5% | Dec 2025 |
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| Henrickson Nauta Wealth Advisors | 38k | $1.6M | 104% | Dec 2025 |
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| Planning Center | 38k | $1.6M | -9% | Dec 2025 |
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| Simplicity Wealth | 36k | $1.5M | 217% | Dec 2025 |
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| Longview Financial Advisors | 36k | $1.5M | 3% | Dec 2025 |
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| Cambridge Financial Group | 34k | $1.2M | 5% | Dec 2025 |
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| Truepoint | 32k | $1.3M | 0% | Dec 2025 |
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| Cordant | 32k | $1.3M | -1% | Dec 2025 |
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| RW Investment Management | 31k | $1.3M | 12% | Sep 2025 |
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| Betterment | 30k | $1.2M | 17% | Dec 2025 |
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| HPM Partners | 29k | $1.2M | -2% | Dec 2025 |
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| Equita Financial Network | 29k | $1.2M | 34% | Dec 2025 |
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| Burton Enright Welch | 27k | $1.1M | 100% | Dec 2025 |
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| Rockbridge Investment Management, LCC | 24k | $995k | 1% | Dec 2025 |
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| Addison Advisors | 24k | $985k | -1% | Dec 2025 |
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| Jane Street | 23k | $964k | -69% | Dec 2025 |
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| Northland Capital Management | 23k | $941k | 0% | Dec 2025 |
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| Seven Mile Advisory | 23k | $934k | 6% | Dec 2025 |
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| Momentous Wealth Management | 21k | $873k | -1% | Dec 2025 |
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| Morling Financial Advisors | 20k | $837k | 1% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 20k | $837k | 1% | Dec 2025 |
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| Aspen Capital Management | 19k | $784k | 2% | Dec 2025 |
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| MB Generational Wealth | 18k | $763k | 11% | Dec 2025 |
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| Nwam | 18k | $751k | -5% | Dec 2025 |
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| Modera Wealth Management | 17k | $701k | 1% | Dec 2025 |
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| Sequoia Financial Advisors | 16k | $667k | 7% | Dec 2025 |
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| Meritas Wealth Management | 16k | $665k | 0% | Dec 2025 |
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| Trellis Wealth Advisors | 16k | $652k | 0% | Dec 2025 |
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| Foster Group | 15k | $630k | 6% | Dec 2025 |
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| NewEdge Wealth | 15k | $617k | 54% | Dec 2025 |
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| Wealthstream Advisors | 15k | $598k | 13% | Sep 2025 |
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| Burns Wealth Management | 14k | $574k | 0% | Dec 2025 |
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| Syverson Strege & Co | 14k | $569k | -4% | Dec 2025 |
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| North Ridge Wealth Advisors | 13k | $547k | 15% | Dec 2025 |
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| Farther Finance Advisors | 13k | $539k | -20% | Dec 2025 |
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| Flagstone Financial Management | 13k | $523k | 14% | Dec 2025 |
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| BetterWealth | 13k | $520k | -13% | Dec 2025 |
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| LPL Financial | 12k | $501k | -2% | Dec 2025 |
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| HighTower Advisors | 12k | $499k | 6% | Dec 2025 |
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| SB Capital Management | 12k | $495k | 100% | Dec 2025 |
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| Goss Wealth Management | 12k | $488k | -3% | Dec 2025 |
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| Commonwealth Equity Services | 12k | $481k | 10% | Dec 2025 |
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| Premier Financial Group | 12k | $483k | -1% | Dec 2025 |
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| Heck Capital Advisors | 11k | $456k | -4% | Dec 2025 |
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| EP Wealth Advisors | 11k | $450k | -35% | Dec 2025 |
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| Mariner Wealth Advisors | 11k | $441k | 100% | Dec 2025 |
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| Fiduciary Financial Group | 11k | $436k | 10% | Dec 2025 |
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| Caprock | 10k | $430k | 0% | Dec 2025 |
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| Freedom Financial Partners | 10k | $430k | 1% | Dec 2025 |
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| AdvisorNet Financial | 10k | $426k | 0% | Dec 2025 |
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| Parcion Private Wealth | 10k | $425k | 0% | Dec 2025 |
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| RHS Financial | 10k | $419k | 4% | Dec 2025 |
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| Rehmann Capital Advisory | 9.8k | $401k | 34% | Sep 2025 |
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| Wealth Management Strategies | 9.3k | $381k | 100% | Sep 2025 |
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| Babb Wealth Advisors | 9.2k | $378k | -1% | Sep 2025 |
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| Level Financial Advisors | 9.0k | $375k | 10% | Dec 2025 |
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| EnRich Financial Partners | 8.7k | $362k | -6% | Dec 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 8.5k | $354k | -8% | Dec 2025 |
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| Hill Investment Group Partners | 8.4k | $349k | 28% | Dec 2025 |
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| Midwest Trust | 8.4k | $348k | 0% | Dec 2025 |
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| Harbour Investments | 8.2k | $342k | -12% | Dec 2025 |
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| Creative Capital Management Investments | 8.1k | $336k | -16% | Dec 2025 |
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| Chicago Partners Investment | 8.0k | $353k | 18% | Dec 2025 |
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| Garrett Investment Advisors | 7.7k | $320k | 8% | Dec 2025 |
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| Sellwood Investment Partners | 7.7k | $319k | 0% | Dec 2025 |
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| Professional Financial Solutions | 7.3k | $302k | 100% | Dec 2025 |
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| Cassaday & Co Wealth Management | 7.2k | $300k | 1% | Dec 2025 |
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| Grand Wealth Management | 7.1k | $295k | -1% | Dec 2025 |
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| Root Financial Partners | 7.0k | $289k | 63% | Dec 2025 |
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| Vise Technologies | 7.0k | $289k | 100% | Dec 2025 |
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| Apollon Wealth Management | 6.9k | $286k | 0% | Dec 2025 |
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| Bridgewater Advisors | 6.5k | $282k | 100% | Dec 2025 |
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| Compass Capital Corp | 6.5k | $271k | 3% | Sep 2025 |
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| Foundation Wealth Management | 6.4k | $265k | 1% | Dec 2025 |
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| Wealth Advisors Northwest | 6.2k | $259k | 14% | Dec 2025 |
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| Tanager Wealth Management | 6.0k | $250k | -1% | Dec 2025 |
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| Private Advisor | 5.5k | $229k | 1% | Dec 2025 |
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| Cobblestone Capital Advisors | 5.5k | $225k | 1% | Sep 2025 |
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| XY Planning Network | 5.4k | $225k | 100% | Dec 2025 |
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| Mills Wealth Advisors | 5.4k | $225k | 3% | Dec 2025 |
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| United Wealth Management | 5.4k | $222k | 0% | Sep 2025 |
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| Creative Planning | 5.2k | $214k | 100% | Dec 2025 |
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| McGrath & Associates | 5.1k | $212k | 0% | Dec 2025 |
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| Mission Wealth Management | 5.1k | $211k | 100% | Dec 2025 |
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| Bridge Generations Wealth Management | 4.9k | $203k | 0% | Dec 2025 |
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| WPWealth | 4.8k | $201k | 100% | Dec 2025 |
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| UMA Financial Services | 4.8k | $200k | 0% | Dec 2025 |
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| DiNuzzo Private Wealth | 4.4k | $182k | -9% | Dec 2025 |
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| Vermillion Wealth Management | 4.1k | $167k | -1% | Sep 2025 |
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| Hanson McClain Advisors | 4.0k | $164k | 1% | Dec 2025 |
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| Washington Trust Advisors | 2.4k | $101k | 1% | Dec 2025 |
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| Orion Capital Management | 2.3k | $97k | 0% | Dec 2025 |
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| Cardiff Park Advisors | 2.3k | $93k | 63% | Dec 2025 |
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| Advisor Group Holdings | 2.1k | $89k | 26% | Dec 2025 |
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| Kestra Advisory Services | 1.9k | $77k | 100% | Dec 2025 |
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| Red Tortoise | 1.9k | $77k | 0% | Dec 2025 |
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| Keystone Financial Group | 1.6k | $68k | 9% | Dec 2025 |
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| WealthCollab | 1.5k | $61k | 0% | Dec 2025 |
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| Larson Financial Group | 1.4k | $59k | 100% | Dec 2025 |
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| Signature Resources Capital Management | 1.4k | $58k | 1% | Dec 2025 |
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| Red Lighthouse Investment Management | 1.3k | $56k | 10% | Dec 2025 |
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| Curio Wealth | 1.2k | $49k | 0% | Sep 2025 |
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| CWM | 1.1k | $47k | 0% | Dec 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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| Us Bancorp | 824.00 | $34k | 100% | Dec 2025 |
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| Blume Capital Management | 800.00 | $33k | 0% | Dec 2025 |
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| C.M. Bidwell & Associates | 800.00 | $33k | 0% | Dec 2025 |
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| Smartleaf Asset Management | 777.00 | $32k | 0% | Dec 2025 |
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| JFS Wealth Advisors | 475.00 | $20k | 0% | Dec 2025 |
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| Zrc Wealth Management | 465.00 | $19k | 1% | Dec 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2025 | 73k | $3.0M |
| Citadel Advisors | Jun 2025 | 7.5k | $285k |
| My Personal CFO | Sep 2025 | 6.4k | $261k |
| Tortoise Investment Management | Sep 2025 | 1.7k | $71k |