Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | 897k | $43M | 9% | Sep 2026 |
|
| Pathstone Holdings | 674k | $33M | 18% | Jun 2026 |
|
| Maseco | 577k | $28M | -3% | Sep 2026 |
|
| Colony | 569k | $28M | 6% | Jun 2026 |
|
| Quantum Financial Advisors | 529k | $26M | -3% | Jun 2026 |
|
| Five Oceans Advisors | 395k | $19M | -11% | Sep 2026 |
|
| Forum Financial Management | 366k | $18M | 0% | Sep 2026 |
|
| Citrine Capital | 344k | $17M | 6% | Sep 2026 |
|
| Abacus Wealth Partners | 318k | $16M | -7% | Jun 2026 |
|
| EP Wealth Advisors | 308k | $15M | 0% | Jun 2026 |
|
| Savant Capital Management | 262k | $13M | 22% | Jun 2026 |
|
| Retirement Solution | 254k | $12M | 0% | Sep 2026 |
|
| Willow Creek Wealth Management | 225k | $11M | 12% | Sep 2026 |
|
| Sontag Advisory | 192k | $9.4M | 100% | Jun 2026 |
|
| Wealth Architects | 155k | $7.6M | -1% | Jun 2026 |
|
| Apella Capital | 150k | $7.3M | 46% | Sep 2026 |
|
| Elser Financial Planning | 120k | $5.8M | -5% | Sep 2026 |
|
| Francis Financial | 109k | $5.3M | 4% | Jun 2026 |
|
| Pure Financial Advisors | 105k | $5.1M | -3% | Jun 2026 |
|
| Schoolcraft Capital | 96k | $4.6M | -22% | Sep 2026 |
|
| Brighton Jones | 91k | $4.5M | 100% | Jun 2026 |
|
| Greenspring Advisors | 91k | $4.5M | -39% | Jun 2026 |
|
| Allodium Investment Consultants | 85k | $4.1M | 11% | Sep 2026 |
|
| Mercer Global Advisors | 84k | $4.1M | 17% | Jun 2026 |
|
| RAM Investment Partners | 82k | $4.0M | 5% | Sep 2026 |
|
| TCI Wealth Advisors | 82k | $4.0M | -3% | Sep 2026 |
|
| Balanced Rock Investment Advisors | 82k | $4.0M | -8% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 74k | $3.5M | 12% | Sep 2026 |
|
| Drive Wealth Management | 73k | $3.6M | -2% | Jun 2026 |
|
| Farther Finance Advisors | 69k | $3.3M | 405% | Sep 2026 |
|
| Resources Investment Advisors | 68k | $3.3M | 5% | Jun 2026 |
|
| HPM Partners | 65k | $3.2M | 132% | Jun 2026 |
|
| Buckingham Strategic Partners | 63k | $3.1M | 15% | Jun 2026 |
|
| Asset Dedication | 62k | $3.0M | -5% | Jun 2026 |
|
| Perigon Wealth Management | 62k | $3.0M | 4% | Sep 2026 |
|
| New Capital Management | 61k | $2.9M | -11% | Sep 2026 |
|
| Goldman Sachs Group | 59k | $2.9M | 18% | Jun 2026 |
|
| Hill Island Financial | 58k | $2.8M | 4% | Sep 2026 |
|
| Equita Financial Network | 56k | $2.7M | 7% | Sep 2026 |
|
| Clarity Wealth Development | 55k | $2.7M | 64% | Sep 2026 |
|
| Navigoe | 54k | $2.6M | -2% | Jun 2026 |
|
| CI Private Wealth | 54k | $2.6M | -2% | Jun 2026 |
|
| Quarry Hill Advisors | 52k | $2.6M | 4% | Jun 2026 |
|
| Beacon Pointe Advisors | 51k | $2.5M | 2% | Jun 2026 |
|
| Laird Norton Tyee Trust | 50k | $2.4M | 100% | Jun 2026 |
|
| Klaas Financial Asset Advisors | 48k | $2.3M | 0% | Sep 2026 |
|
| Triune Financial Partners | 45k | $2.2M | -2% | Jun 2026 |
|
| Simplicity Wealth | 41k | $2.0M | 8% | Sep 2026 |
|
| Cordant | 38k | $1.9M | 10% | Jun 2026 |
|
| Planning Center | 36k | $1.7M | -2% | Jun 2026 |
|
| RW Investment Management | 34k | $1.7M | 4% | Jun 2026 |
|
| Longview Financial Advisors | 34k | $1.7M | -9% | Jun 2026 |
|
| Truepoint | 30k | $1.4M | -7% | Jun 2026 |
|
| Cambridge Financial Group | 29k | $1.4M | 0% | Sep 2026 |
|
| Betterment | 28k | $1.4M | -9% | Jun 2026 |
|
| Mission Wealth Management | 26k | $1.3M | -2% | Sep 2026 |
|
| Burton Enright Welch | 25k | $1.2M | -6% | Jun 2026 |
|
| Beacon Hill Wealth Management | 25k | $1.2M | 3% | Sep 2026 |
|
| Brown Advisory Holdings Incorporated | 25k | $1.2M | 48% | Jun 2026 |
|
| HighTower Advisors | 23k | $1.1M | 2% | Jun 2026 |
|
| Cardinal Point Capital Management, ULC | 22k | $1.1M | 10% | Sep 2026 |
|
| Rockbridge Investment Management, LCC | 21k | $1.0M | -12% | Jun 2026 |
|
| Momentous Wealth Management | 21k | $998k | 3% | Sep 2026 |
|
| Henrickson Nauta Wealth Advisors | 21k | $1.0M | 1% | Jun 2026 |
|
| Seven Mile Advisory | 20k | $949k | 0% | Sep 2026 |
|
| Modera Wealth Management | 20k | $947k | -3% | Sep 2026 |
|
| Aspen Capital Management | 20k | $952k | -3% | Jun 2026 |
|
| Harbour Investments | 19k | $946k | -4% | Jun 2026 |
|
| Meritas Wealth Management | 19k | $933k | 1% | Sep 2026 |
|
| MB Generational Wealth | 19k | $923k | -4% | Jun 2026 |
|
| Morling Financial Advisors | 19k | $893k | 1% | Sep 2026 |
|
| Nwam | 18k | $893k | 2% | Jun 2026 |
|
| Wheels Up Wealth | 18k | $878k | 12% | Sep 2026 |
|
| Sequoia Financial Advisors | 18k | $877k | 11% | Jun 2026 |
|
| NewEdge Wealth | 16k | $758k | 0% | Jun 2026 |
|
| Creative Capital Management Investments | 15k | $742k | 1% | Sep 2026 |
|
| Foster Group | 15k | $741k | 12% | Sep 2026 |
|
| Jane Street | 15k | $732k | -83% | Jun 2026 |
|
| Root Financial Partners | 15k | $724k | 7% | Sep 2026 |
|
| Vise Technologies | 15k | $724k | 7% | Sep 2026 |
|
| LPL Financial | 15k | $716k | 14% | Jun 2026 |
|
| Northland Capital Management | 14k | $673k | -4% | Sep 2026 |
|
| BetterWealth | 14k | $652k | 3% | Sep 2026 |
|
| Fiduciary Financial Group | 14k | $651k | 7% | Sep 2026 |
|
| XY Planning Network | 13k | $649k | -1% | Sep 2026 |
|
| Syverson Strege & Co | 13k | $653k | 0% | Jun 2026 |
|
| Three Arch Wealth Management | 13k | $636k | 7% | Sep 2026 |
|
| Trellis Wealth Advisors | 13k | $624k | 0% | Sep 2026 |
|
| Sensenig Capital Advisors | 12k | $576k | 0% | Sep 2026 |
|
| Commonwealth Equity Services | 12k | $579k | 1% | Jun 2026 |
|
| Babb Wealth Advisors | 12k | $565k | 17% | Sep 2026 |
|
| Flagstone Financial Management | 12k | $564k | -1% | Jun 2026 |
|
| Premier Financial Group | 11k | $551k | 100% | Jun 2026 |
|
| Addison Advisors | 11k | $536k | -60% | Jun 2026 |
|
| Goss Wealth Management | 11k | $531k | -8% | Jun 2026 |
|
| Grand Wealth Management | 11k | $523k | 21% | Jun 2026 |
|
| Parcion Private Wealth | 11k | $511k | 0% | Sep 2026 |
|
| Modern Wealth Management | 11k | $515k | 39% | Jun 2026 |
|
| Midwest Trust | 11k | $507k | 3% | Sep 2026 |
|
| Rehmann Capital Advisory | 11k | $511k | 6% | Jun 2026 |
|
| Heck Capital Advisors | 10k | $499k | 0% | Sep 2026 |
|
| Freedom Financial Partners | 9.6k | $463k | 3% | Sep 2026 |
|
| MLG Wealth Management DBA Pine Grove Financial Group | 9.6k | $462k | 1% | Sep 2026 |
|
| Hill Investment Group Partners | 9.3k | $456k | -2% | Jun 2026 |
|
| AdvisorNet Financial | 9.2k | $434k | -1% | Sep 2026 |
|
| Mills Wealth Advisors | 9.1k | $438k | 5% | Sep 2026 |
|
| Wealth Management Strategies | 9.0k | $439k | 1% | Jun 2026 |
|
| Schwarz Dygos Wheeler Investment Advisors | 8.7k | $427k | 0% | Jun 2026 |
|
| Level Financial Advisors | 8.7k | $420k | 0% | Sep 2026 |
|
| Chicago Partners Investment | 8.5k | $384k | 5% | Sep 2026 |
|
| von Borstel & Associates | 8.5k | $413k | 57% | Jun 2026 |
|
| Miracle Mile Advisors | 8.3k | $407k | 100% | Jun 2026 |
|
| Professional Financial Solutions | 8.3k | $406k | 8% | Jun 2026 |
|
| TCG Advisory Services | 8.0k | $391k | 100% | Jun 2026 |
|
| Wealth Advisors Northwest | 7.8k | $379k | 17% | Sep 2026 |
|
| Captrust Financial Advisors | 7.0k | $343k | 0% | Jun 2026 |
|
| Apollon Wealth Management | 6.9k | $333k | 0% | Sep 2026 |
|
| Vestia Personal Wealth Advisors | 6.7k | $325k | 25% | Sep 2026 |
|
| Sellwood Investment Partners | 6.6k | $324k | -14% | Jun 2026 |
|
| McGrath & Associates | 6.6k | $320k | 0% | Sep 2026 |
|
| Compass Capital Corp | 6.6k | $315k | 1% | Jun 2026 |
|
| Foundation Wealth Management | 6.5k | $313k | 1% | Sep 2026 |
|
| Petersen Hastings Wealth Advisors | 6.4k | $310k | 14% | Sep 2026 |
|
| Envestnet Asset Management | 6.4k | $314k | 20% | Jun 2026 |
|
| Monument Group Wealth Advisors | 6.0k | $291k | 14% | Sep 2026 |
|
| EnRich Financial Partners | 5.9k | $285k | -7% | Sep 2026 |
|
| Private Advisor | 5.9k | $287k | 6% | Jun 2026 |
|
| Financial Plan | 5.9k | $286k | 10% | Jun 2026 |
|
| Tanager Wealth Management | 5.8k | $283k | 0% | Sep 2026 |
|
| Bridgewater Advisors | 5.8k | $270k | -11% | Jun 2026 |
|
| Donalies Financial Planning | 5.6k | $273k | 0% | Sep 2026 |
|
| Quantinno Capital Management | 5.5k | $271k | 0% | Jun 2026 |
|
| Define Financial | 5.4k | $263k | 100% | Sep 2026 |
|
| Joel Adams & Associates | 5.4k | $264k | 0% | Jun 2026 |
|
| United Wealth Management | 5.3k | $258k | 0% | Sep 2026 |
|
| Bridge Generations Wealth Management | 5.2k | $254k | 0% | Jun 2026 |
|
| Sensible Money | 5.1k | $244k | 0% | Sep 2026 |
|
| DiNuzzo Private Wealth | 4.9k | $239k | 0% | Sep 2026 |
|
| Old Peak Finance | 4.9k | $240k | 100% | Jun 2026 |
|
| WPWealth | 4.9k | $239k | 0% | Jun 2026 |
|
| Creative Planning | 4.8k | $233k | 100% | Jun 2026 |
|
| Cassaday & Co Wealth Management | 4.6k | $225k | 0% | Sep 2026 |
|
| RHS Financial | 4.6k | $222k | -27% | Sep 2026 |
|
| UMA Financial Services | 4.5k | $218k | 7% | Sep 2026 |
|
| Larry Mathis Financial Planning | 4.4k | $213k | 0% | Sep 2026 |
|
| Envision Financial Planning | 4.3k | $212k | 100% | Jun 2026 |
|
| MBE Wealth Management | 4.3k | $206k | 1% | Sep 2026 |
|
| Clear Creek Financial Management | 4.2k | $204k | 100% | Sep 2026 |
|
| Geometric Wealth Advisors | 4.1k | $203k | 100% | Jun 2026 |
|
| 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 |
| Caprock | Mar 2026 | 9.5k | $404k |
| Garrett Investment Advisors | Jun 2026 | 8.2k | $400k |
| Vermillion Wealth Management | Jun 2026 | 4.1k | $202k |