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 | 822k | $40M | 8% | Jun 2026 |
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| Pathstone Holdings | 674k | $33M | 18% | Jun 2026 |
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| Maseco | 594k | $29M | 1% | Jun 2026 |
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| Colony | 569k | $28M | 6% | Jun 2026 |
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| Quantum Financial Advisors | 529k | $26M | -3% | Jun 2026 |
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| Five Oceans Advisors | 442k | $22M | 1% | Jun 2026 |
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| Forum Financial Management | 366k | $18M | -2% | Jun 2026 |
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| Citrine Capital | 324k | $16M | -2% | Jun 2026 |
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| Abacus Wealth Partners | 318k | $16M | -7% | Jun 2026 |
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| EP Wealth Advisors | 308k | $15M | 0% | Jun 2026 |
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| Savant Capital Management | 262k | $13M | 22% | Jun 2026 |
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| Retirement Solution | 257k | $13M | -1% | Jun 2026 |
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| Sontag Advisory | 192k | $9.4M | 100% | Jun 2026 |
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| Wealth Architects | 155k | $7.6M | -1% | Jun 2026 |
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| Elser Financial Planning | 126k | $6.2M | 0% | Jun 2026 |
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| Schoolcraft Capital | 123k | $6.0M | -10% | Jun 2026 |
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| Francis Financial | 109k | $5.3M | 4% | Jun 2026 |
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| Pure Financial Advisors | 105k | $5.1M | -3% | Jun 2026 |
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| Apella Capital | 103k | $4.9M | 8% | Jun 2026 |
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| Brighton Jones | 91k | $4.5M | 100% | Jun 2026 |
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| Greenspring Advisors | 91k | $4.5M | -39% | Jun 2026 |
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| TCI Wealth Advisors | 84k | $4.1M | -1% | Jun 2026 |
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| Balanced Rock Investment Advisors | 82k | $4.0M | -8% | Jun 2026 |
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| RAM Investment Partners | 79k | $3.8M | 11% | Jun 2026 |
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| Allodium Investment Consultants | 77k | $3.8M | 0% | Jun 2026 |
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| Mercer Global Advisors | 77k | $3.8M | 7% | Jun 2026 |
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| Drive Wealth Management | 73k | $3.6M | -2% | Jun 2026 |
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| Resources Investment Advisors | 68k | $3.3M | 5% | Jun 2026 |
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| New Capital Management | 68k | $3.3M | -1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 67k | $3.2M | 100% | Jun 2026 |
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| HPM Partners | 65k | $3.2M | 132% | Jun 2026 |
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| Buckingham Strategic Partners | 63k | $3.1M | 15% | Jun 2026 |
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| Asset Dedication | 62k | $3.0M | -5% | Jun 2026 |
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| Perigon Wealth Management | 59k | $2.9M | 0% | Jun 2026 |
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| Goldman Sachs Group | 59k | $2.9M | 18% | Jun 2026 |
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| Hill Island Financial | 55k | $2.7M | 0% | Jun 2026 |
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| Navigoe | 54k | $2.6M | -2% | Jun 2026 |
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| CI Private Wealth | 54k | $2.6M | -2% | Jun 2026 |
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| Equita Financial Network | 53k | $2.6M | 19% | Jun 2026 |
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| Quarry Hill Advisors | 52k | $2.6M | 4% | Jun 2026 |
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| Beacon Pointe Advisors | 51k | $2.5M | 2% | Jun 2026 |
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| Laird Norton Tyee Trust | 50k | $2.4M | 100% | Jun 2026 |
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| Klaas Financial Asset Advisors | 48k | $2.3M | 0% | Jun 2026 |
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| Triune Financial Partners | 45k | $2.2M | -2% | Jun 2026 |
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| Cordant | 38k | $1.9M | 10% | Jun 2026 |
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| Simplicity Wealth | 38k | $1.8M | 9% | Jun 2026 |
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| Planning Center | 36k | $1.7M | -2% | Jun 2026 |
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| RW Investment Management | 34k | $1.7M | 4% | Jun 2026 |
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| Longview Financial Advisors | 34k | $1.7M | -9% | Jun 2026 |
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| Clarity Wealth Development | 34k | $1.6M | 100% | Jun 2026 |
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| Truepoint | 30k | $1.4M | -7% | Jun 2026 |
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| Cambridge Financial Group | 29k | $1.4M | 13% | Jun 2026 |
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| Betterment | 28k | $1.4M | -9% | Jun 2026 |
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| Mission Wealth Management | 27k | $1.3M | 332% | Jun 2026 |
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| Burton Enright Welch | 25k | $1.2M | -6% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 25k | $1.2M | 48% | Jun 2026 |
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| Beacon Hill Wealth Management | 25k | $1.2M | 100% | Jun 2026 |
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| HighTower Advisors | 23k | $1.1M | 2% | Jun 2026 |
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| Rockbridge Investment Management, LCC | 21k | $1.0M | -12% | Jun 2026 |
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| Henrickson Nauta Wealth Advisors | 21k | $1.0M | 1% | Jun 2026 |
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| Modera Wealth Management | 20k | $984k | 23% | Jun 2026 |
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| Momentous Wealth Management | 20k | $977k | -1% | Jun 2026 |
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| Cardinal Point Capital Management, ULC | 20k | $973k | 0% | Jun 2026 |
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| Seven Mile Advisory | 20k | $961k | -4% | Jun 2026 |
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| Aspen Capital Management | 20k | $952k | -3% | Jun 2026 |
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| Harbour Investments | 19k | $946k | -4% | Jun 2026 |
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| Meritas Wealth Management | 19k | $936k | -5% | Jun 2026 |
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| MB Generational Wealth | 19k | $923k | -4% | Jun 2026 |
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| Morling Financial Advisors | 18k | $898k | -1% | Jun 2026 |
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| Nwam | 18k | $761k | -1% | Mar 2026 |
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| Sequoia Financial Advisors | 18k | $877k | 11% | Jun 2026 |
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| Wheels Up Wealth | 16k | $792k | -3% | Jun 2026 |
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| Burns Wealth Management | 16k | $658k | 12% | Mar 2026 |
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| NewEdge Wealth | 16k | $758k | 0% | Jun 2026 |
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| Creative Capital Management Investments | 15k | $740k | 0% | Jun 2026 |
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| Jane Street | 15k | $732k | -83% | Jun 2026 |
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| LPL Financial | 15k | $716k | 14% | Jun 2026 |
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| Northland Capital Management | 14k | $706k | -17% | Jun 2026 |
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| Root Financial Partners | 14k | $682k | 8% | Jun 2026 |
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| Vise Technologies | 14k | $682k | 100% | Jun 2026 |
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| Farther Finance Advisors | 14k | $670k | -4% | Jun 2026 |
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| Foster Group | 14k | $669k | -5% | Jun 2026 |
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| XY Planning Network | 14k | $662k | 149% | Jun 2026 |
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| Syverson Strege & Co | 13k | $653k | 0% | Jun 2026 |
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| BetterWealth | 13k | $639k | 6% | Jun 2026 |
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| North Ridge Wealth Advisors | 13k | $553k | -1% | Mar 2026 |
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| Trellis Wealth Advisors | 13k | $630k | 0% | Jun 2026 |
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| Fiduciary Financial Group | 13k | $613k | 13% | Jun 2026 |
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| Three Arch Wealth Management | 12k | $603k | 54% | Jun 2026 |
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| Sensenig Capital Advisors | 12k | $584k | -7% | Jun 2026 |
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| Commonwealth Equity Services | 12k | $579k | 1% | Jun 2026 |
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| Flagstone Financial Management | 12k | $564k | -1% | Jun 2026 |
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| Addison Advisors | 11k | $536k | -60% | Jun 2026 |
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| Goss Wealth Management | 11k | $531k | -8% | Jun 2026 |
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| Grand Wealth Management | 11k | $523k | 21% | Jun 2026 |
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| Parcion Private Wealth | 11k | $517k | 0% | Jun 2026 |
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| Modern Wealth Management | 11k | $515k | 39% | Jun 2026 |
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| Rehmann Capital Advisory | 11k | $511k | 6% | Jun 2026 |
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| Heck Capital Advisors | 10k | $505k | -3% | Jun 2026 |
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| Midwest Trust | 10k | $499k | 19% | Jun 2026 |
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| Babb Wealth Advisors | 10k | $489k | -10% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 9.5k | $464k | 0% | Jun 2026 |
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| Hill Investment Group Partners | 9.3k | $456k | -2% | Jun 2026 |
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| Freedom Financial Partners | 9.3k | $456k | -14% | Jun 2026 |
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| AdvisorNet Financial | 9.3k | $455k | 5% | Jun 2026 |
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| Wealth Management Strategies | 9.0k | $439k | 1% | Jun 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 8.7k | $427k | 0% | Jun 2026 |
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| Level Financial Advisors | 8.7k | $426k | 1% | Jun 2026 |
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| Mills Wealth Advisors | 8.6k | $422k | 7% | Jun 2026 |
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| von Borstel & Associates | 8.5k | $413k | 57% | Jun 2026 |
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| Miracle Mile Advisors | 8.3k | $407k | 100% | Jun 2026 |
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| Professional Financial Solutions | 8.3k | $406k | 8% | Jun 2026 |
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| Garrett Investment Advisors | 8.2k | $400k | -2% | Jun 2026 |
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| Chicago Partners Investment | 8.1k | $379k | 0% | Jun 2026 |
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| TCG Advisory Services | 8.0k | $391k | 100% | Jun 2026 |
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| Captrust Financial Advisors | 7.0k | $343k | 0% | Jun 2026 |
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| Apollon Wealth Management | 6.9k | $337k | 0% | Jun 2026 |
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| Wealth Advisors Northwest | 6.7k | $326k | 1% | Jun 2026 |
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| Sellwood Investment Partners | 6.6k | $324k | -14% | Jun 2026 |
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| McGrath & Associates | 6.6k | $323k | 2% | Jun 2026 |
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| Compass Capital Corp | 6.6k | $315k | 1% | Jun 2026 |
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| Foundation Wealth Management | 6.4k | $314k | 0% | Jun 2026 |
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| Envestnet Asset Management | 6.4k | $314k | 20% | Jun 2026 |
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| EnRich Financial Partners | 6.3k | $309k | -20% | Jun 2026 |
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| RHS Financial | 6.3k | $307k | -32% | Jun 2026 |
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| Private Advisor | 5.9k | $287k | 6% | Jun 2026 |
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| Financial Plan | 5.9k | $286k | 10% | Jun 2026 |
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| Tanager Wealth Management | 5.8k | $286k | -1% | Jun 2026 |
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| Bridgewater Advisors | 5.8k | $270k | -11% | Jun 2026 |
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| Petersen Hastings Wealth Advisors | 5.7k | $276k | -3% | Jun 2026 |
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| Donalies Financial Planning | 5.6k | $276k | 1% | Jun 2026 |
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| Quantinno Capital Management | 5.5k | $271k | 0% | Jun 2026 |
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| Joel Adams & Associates | 5.4k | $264k | 0% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 5.4k | $264k | 100% | Jun 2026 |
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| United Wealth Management | 5.3k | $261k | -1% | Jun 2026 |
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| Monument Group Wealth Advisors | 5.3k | $257k | 0% | Jun 2026 |
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| Bridge Generations Wealth Management | 5.2k | $254k | 0% | Jun 2026 |
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| Sensible Money | 5.1k | $247k | 0% | Jun 2026 |
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| DiNuzzo Private Wealth | 4.9k | $242k | -1% | Jun 2026 |
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| Old Peak Finance | 4.9k | $240k | 100% | Jun 2026 |
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| WPWealth | 4.9k | $239k | 0% | Jun 2026 |
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| Creative Planning | 4.8k | $233k | 100% | Jun 2026 |
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| Cassaday & Co Wealth Management | 4.6k | $227k | -3% | Jun 2026 |
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| Larry Mathis Financial Planning | 4.4k | $216k | 100% | Jun 2026 |
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| Envision Financial Planning | 4.3k | $212k | 100% | Jun 2026 |
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| MBE Wealth Management | 4.2k | $207k | 100% | Jun 2026 |
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| UMA Financial Services | 4.2k | $207k | 0% | Jun 2026 |
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| Geometric Wealth Advisors | 4.1k | $203k | 100% | Jun 2026 |
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| Vermillion Wealth Management | 4.1k | $202k | 1% | Jun 2026 |
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| Ruedi Wealth Management | 4.1k | $201k | 100% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Mar 2026 | 33k | $1.4M |
| Old Mission Capital | Mar 2026 | 32k | $1.3M |
| Mariner Wealth Advisors | Mar 2026 | 16k | $677k |
| Premier Financial Group | Dec 2025 | 12k | $483k |
| Caprock | Mar 2026 | 9.5k | $404k |