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 | 761k | $32M | 6% | Mar 2026 |
|
| Maseco | 588k | $25M | 3% | Mar 2026 |
|
| Pathstone Holdings | 570k | $24M | 11% | Mar 2026 |
|
| Colony | 537k | $24M | 1% | Mar 2026 |
|
| Quantum Financial Advisors | 529k | $26M | -3% | Jun 2026 |
|
| Five Oceans Advisors | 438k | $19M | 1% | Mar 2026 |
|
| Forum Financial Management | 366k | $18M | -2% | Jun 2026 |
|
| Abacus Wealth Partners | 340k | $14M | 0% | Mar 2026 |
|
| Citrine Capital | 324k | $16M | -2% | Jun 2026 |
|
| EP Wealth Advisors | 307k | $13M | 2730% | Mar 2026 |
|
| Retirement Solution | 260k | $11M | -1% | Mar 2026 |
|
| Savant Capital Management | 215k | $9.1M | 56% | Mar 2026 |
|
| Wealth Architects | 155k | $7.6M | -1% | Jun 2026 |
|
| Greenspring Advisors | 150k | $6.4M | 0% | Mar 2026 |
|
| Schoolcraft Capital | 136k | $5.8M | 7% | Mar 2026 |
|
| Elser Financial Planning | 127k | $5.3M | 100% | Mar 2026 |
|
| Pure Financial Advisors | 108k | $4.6M | -1% | Mar 2026 |
|
| Francis Financial | 105k | $4.4M | -2% | Mar 2026 |
|
| Apella Capital | 103k | $4.9M | 8% | Jun 2026 |
|
| Balanced Rock Investment Advisors | 89k | $3.8M | -1% | Mar 2026 |
|
| Jane Street | 87k | $3.7M | 272% | Mar 2026 |
|
| TCI Wealth Advisors | 85k | $3.6M | 0% | Mar 2026 |
|
| Allodium Investment Consultants | 77k | $3.3M | 2% | Mar 2026 |
|
| Drive Wealth Management | 74k | $3.2M | 13% | Mar 2026 |
|
| Mercer Global Advisors | 72k | $3.1M | 37% | Mar 2026 |
|
| RAM Investment Partners | 71k | $3.0M | 5% | Mar 2026 |
|
| New Capital Management | 68k | $2.9M | -8% | Mar 2026 |
|
| Asset Dedication | 66k | $2.8M | -23% | Mar 2026 |
|
| Resources Investment Advisors | 65k | $2.7M | 2% | Mar 2026 |
|
| Perigon Wealth Management | 60k | $2.5M | 13% | Mar 2026 |
|
| Hill Island Financial | 55k | $2.3M | -1% | Mar 2026 |
|
| Buckingham Strategic Partners | 55k | $2.3M | 1% | Mar 2026 |
|
| Navigoe | 55k | $2.3M | 0% | Mar 2026 |
|
| CI Private Wealth | 54k | $1.9M | 23% | Mar 2026 |
|
| Quarry Hill Advisors | 52k | $2.6M | 4% | Jun 2026 |
|
| Goldman Sachs Group | 50k | $2.1M | 100% | Mar 2026 |
|
| Beacon Pointe Advisors | 50k | $2.1M | 9% | Mar 2026 |
|
| Klaas Financial Asset Advisors | 48k | $2.0M | -1% | Mar 2026 |
|
| Triune Financial Partners | 45k | $1.9M | 0% | Mar 2026 |
|
| Equita Financial Network | 44k | $1.9M | 56% | Mar 2026 |
|
| Longview Financial Advisors | 38k | $1.6M | 4% | Mar 2026 |
|
| Planning Center | 36k | $1.5M | -3% | Mar 2026 |
|
| Cordant | 35k | $1.5M | 10% | Mar 2026 |
|
| Simplicity Wealth | 35k | $1.5M | -4% | Mar 2026 |
|
| RW Investment Management | 33k | $1.4M | 100% | Mar 2026 |
|
| Flow Traders US | 33k | $1.4M | 100% | Mar 2026 |
|
| Truepoint | 32k | $1.4M | 1% | Mar 2026 |
|
| Old Mission Capital | 32k | $1.3M | 100% | Mar 2026 |
|
| Betterment | 31k | $1.3M | 3% | Mar 2026 |
|
| SOL Capital Management | 30k | $1.0M | 100% | Mar 2026 |
|
| HPM Partners | 28k | $1.2M | -2% | Mar 2026 |
|
| Addison Advisors | 27k | $1.2M | 15% | Mar 2026 |
|
| Cambridge Financial Group | 26k | $1.1M | -24% | Mar 2026 |
|
| Burton Enright Welch | 25k | $1.2M | -6% | Jun 2026 |
|
| Rockbridge Investment Management, LCC | 24k | $1.0M | 1% | Mar 2026 |
|
| HighTower Advisors | 22k | $938k | 84% | Mar 2026 |
|
| Seven Mile Advisory | 21k | $868k | -9% | Mar 2026 |
|
| Henrickson Nauta Wealth Advisors | 21k | $1.0M | 1% | Jun 2026 |
|
| Meritas Wealth Management | 20k | $857k | 26% | Mar 2026 |
|
| Momentous Wealth Management | 20k | $856k | -4% | Mar 2026 |
|
| Harbour Investments | 20k | $852k | 144% | Mar 2026 |
|
| Aspen Capital Management | 20k | $851k | 6% | Mar 2026 |
|
| Cardinal Point Capital Management, ULC | 20k | $846k | -1% | Mar 2026 |
|
| MB Generational Wealth | 20k | $837k | 7% | Mar 2026 |
|
| Morling Financial Advisors | 19k | $783k | -8% | Mar 2026 |
|
| Nwam | 18k | $761k | -1% | Mar 2026 |
|
| Sequoia Financial Advisors | 18k | $877k | 11% | Jun 2026 |
|
| Northland Capital Management | 17k | $736k | -23% | Mar 2026 |
|
| Brown Advisory Holdings Incorporated | 17k | $705k | 100% | Mar 2026 |
|
| Modera Wealth Management | 16k | $696k | -3% | Mar 2026 |
|
| Wheels Up Wealth | 16k | $792k | -3% | Jun 2026 |
|
| Mariner Wealth Advisors | 16k | $677k | 50% | Mar 2026 |
|
| Burns Wealth Management | 16k | $658k | 12% | Mar 2026 |
|
| NewEdge Wealth | 16k | $657k | 4% | Mar 2026 |
|
| Creative Capital Management Investments | 15k | $740k | 0% | Jun 2026 |
|
| Farther Finance Advisors | 14k | $670k | -4% | Jun 2026 |
|
| Foster Group | 14k | $669k | -5% | Jun 2026 |
|
| Syverson Strege & Co | 13k | $567k | -2% | Mar 2026 |
|
| North Ridge Wealth Advisors | 13k | $553k | -1% | Mar 2026 |
|
| Root Financial Partners | 13k | $549k | 86% | Mar 2026 |
|
| Trellis Wealth Advisors | 13k | $545k | -18% | Mar 2026 |
|
| LPL Financial | 13k | $545k | 6% | Mar 2026 |
|
| Fiduciary Financial Group | 13k | $613k | 13% | Jun 2026 |
|
| BetterWealth | 12k | $524k | -1% | Mar 2026 |
|
| Sensenig Capital Advisors | 12k | $584k | -7% | Jun 2026 |
|
| Goss Wealth Management | 12k | $498k | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 12k | $496k | 1% | Mar 2026 |
|
| Flagstone Financial Management | 12k | $496k | -7% | Mar 2026 |
|
| Babb Wealth Advisors | 11k | $471k | 1% | Mar 2026 |
|
| Freedom Financial Partners | 11k | $461k | 5% | Mar 2026 |
|
| Parcion Private Wealth | 11k | $517k | 0% | Jun 2026 |
|
| Heck Capital Advisors | 10k | $505k | -3% | Jun 2026 |
|
| Rehmann Capital Advisory | 9.9k | $418k | 0% | Mar 2026 |
|
| Hill Investment Group Partners | 9.5k | $404k | 13% | Mar 2026 |
|
| AdvisorNet Financial | 9.3k | $455k | 5% | Jun 2026 |
|
| RHS Financial | 9.3k | $393k | -8% | Mar 2026 |
|
| Wealth Management Strategies | 8.9k | $379k | 0% | Mar 2026 |
|
| Grand Wealth Management | 8.9k | $375k | 24% | Mar 2026 |
|
| Schwarz Dygos Wheeler Investment Advisors | 8.7k | $370k | 2% | Mar 2026 |
|
| Mills Wealth Advisors | 8.6k | $422k | 7% | Jun 2026 |
|
| Level Financial Advisors | 8.6k | $365k | -5% | Mar 2026 |
|
| Midwest Trust | 8.6k | $363k | 2% | Mar 2026 |
|
| Garrett Investment Advisors | 8.2k | $400k | -2% | Jun 2026 |
|
| Chicago Partners Investment | 8.1k | $382k | 1% | Mar 2026 |
|
| Three Arch Wealth Management | 8.0k | $339k | 100% | Mar 2026 |
|
| Professional Financial Solutions | 7.7k | $326k | 6% | Mar 2026 |
|
| Modern Wealth Management | 7.6k | $324k | 100% | Mar 2026 |
|
| Captrust Financial Advisors | 7.0k | $297k | 0% | Mar 2026 |
|
| Vise Technologies | 7.0k | $289k | 0% | Mar 2026 |
|
| Apollon Wealth Management | 6.9k | $292k | 0% | Mar 2026 |
|
| Wealth Advisors Northwest | 6.6k | $281k | 6% | Mar 2026 |
|
| Sellwood Investment Partners | 6.6k | $324k | -14% | Jun 2026 |
|
| Compass Capital Corp | 6.5k | $321k | 1% | Mar 2026 |
|
| Bridgewater Advisors | 6.5k | $321k | 1% | Mar 2026 |
|
| McGrath & Associates | 6.5k | $249k | 27% | Mar 2026 |
|
| Foundation Wealth Management | 6.4k | $271k | 0% | Mar 2026 |
|
| EnRich Financial Partners | 6.3k | $309k | -20% | Jun 2026 |
|
| Mission Wealth Management | 6.1k | $260k | 21% | Mar 2026 |
|
| Tanager Wealth Management | 5.8k | $286k | -1% | Jun 2026 |
|
| Petersen Hastings Wealth Advisors | 5.7k | $276k | -3% | Jun 2026 |
|
| Donalies Financial Planning | 5.6k | $237k | 100% | Mar 2026 |
|
| Private Advisor | 5.5k | $235k | 0% | Mar 2026 |
|
| Quantinno Capital Management | 5.5k | $235k | 100% | Mar 2026 |
|
| XY Planning Network | 5.4k | $232k | 0% | Mar 2026 |
|
| Joel Adams & Associates | 5.4k | $230k | 100% | Mar 2026 |
|
| von Borstel & Associates | 5.4k | $229k | 100% | Mar 2026 |
|
| Financial Plan | 5.3k | $226k | 100% | Mar 2026 |
|
| United Wealth Management | 5.3k | $261k | -1% | Jun 2026 |
|
| Envestnet Asset Management | 5.3k | $226k | 100% | Mar 2026 |
|
| Monument Group Wealth Advisors | 5.3k | $257k | 0% | Jun 2026 |
|
| Bridge Generations Wealth Management | 5.2k | $220k | 6% | Mar 2026 |
|
| Sensible Money | 5.1k | $214k | 100% | Mar 2026 |
|
| DiNuzzo Private Wealth | 4.9k | $242k | -1% | Jun 2026 |
|
| WPWealth | 4.9k | $206k | 0% | Mar 2026 |
|
| Cassaday & Co Wealth Management | 4.8k | $204k | -33% | Mar 2026 |
|
| Larry Mathis Financial Planning | 4.4k | $216k | 100% | Jun 2026 |
|
| MBE Wealth Management | 4.2k | $207k | 100% | Jun 2026 |
|
| UMA Financial Services | 4.2k | $179k | -12% | Mar 2026 |
|
| Vermillion Wealth Management | 4.1k | $174k | 0% | Mar 2026 |
|
| Hanson McClain Advisors | 4.0k | $168k | 0% | Mar 2026 |
|
| Royal Bank of Canada | 2.6k | $109k | 100% | Mar 2026 |
|
| Advisor Group Holdings | 2.5k | $107k | 18% | Mar 2026 |
|
| Washington Trust Advisors | 2.4k | $104k | 0% | Mar 2026 |
|
| Cardiff Park Advisors | 2.3k | $96k | 0% | Mar 2026 |
|
| Pinney & Scofield | 2.2k | $92k | 0% | Mar 2026 |
|
| Orion Capital Management | 1.9k | $80k | -19% | Mar 2026 |
|
| American Capital Advisory | 1.9k | $91k | 0% | Jun 2026 |
|
| Red Tortoise | 1.7k | $71k | -10% | Mar 2026 |
|
| Keystone Financial Group | 1.6k | $70k | 0% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Dec 2025 | 129k | $5.3M |
| Wealth Enhancement Advisory Services | Dec 2025 | 85k | $3.6M |
| Premier Financial Group | Dec 2025 | 12k | $483k |
| Caprock | Mar 2026 | 9.5k | $404k |
| Creative Planning | Dec 2025 | 5.2k | $214k |