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 | 761k | $32M | 6% | Mar 2026 |
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| Maseco | 588k | $25M | 3% | Mar 2026 |
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| Pathstone Holdings | 570k | $24M | 11% | Mar 2026 |
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| Quantum Financial Advisors | 546k | $23M | -2% | Mar 2026 |
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| Colony | 534k | $22M | -2% | Dec 2025 |
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| Five Oceans Advisors | 438k | $19M | 1% | Mar 2026 |
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| Forum Financial Management | 375k | $16M | -5% | Mar 2026 |
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| Abacus Wealth Partners | 340k | $14M | 0% | Mar 2026 |
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| Citrine Capital | 329k | $14M | 3% | Mar 2026 |
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| EP Wealth Advisors | 307k | $13M | 2730% | Mar 2026 |
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| LongView Asset Management | 294k | $12M | 0% | Dec 2025 |
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| Retirement Solution | 260k | $11M | -1% | Mar 2026 |
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| Savant Capital Management | 215k | $9.1M | 56% | Mar 2026 |
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| Wealth Architects | 156k | $6.6M | -1% | Mar 2026 |
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| Greenspring Advisors | 150k | $6.4M | 0% | Mar 2026 |
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| Schoolcraft Capital | 136k | $5.8M | 7% | Mar 2026 |
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| Elser Financial Planning | 127k | $5.3M | 100% | Mar 2026 |
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| Pure Financial Advisors | 108k | $4.6M | -1% | Mar 2026 |
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| Francis Financial | 105k | $4.4M | -2% | Mar 2026 |
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| Apella Capital | 96k | $4.5M | 22% | Mar 2026 |
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| Balanced Rock Investment Advisors | 89k | $3.8M | -1% | Mar 2026 |
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| Jane Street | 87k | $3.7M | 272% | Mar 2026 |
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| TCI Wealth Advisors | 85k | $3.6M | 0% | Mar 2026 |
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| Allodium Investment Consultants | 77k | $3.3M | 2% | Mar 2026 |
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| Drive Wealth Management | 74k | $3.2M | 13% | Mar 2026 |
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| Mercer Global Advisors | 72k | $3.1M | 37% | Mar 2026 |
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| RAM Investment Partners | 71k | $3.0M | 5% | Mar 2026 |
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| New Capital Management | 68k | $2.9M | -8% | Mar 2026 |
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| Asset Dedication | 66k | $2.8M | -23% | Mar 2026 |
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| Resources Investment Advisors | 65k | $2.7M | 2% | Mar 2026 |
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| Heritage Financial Services | 60k | $2.5M | 1% | Dec 2025 |
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| Perigon Wealth Management | 60k | $2.5M | 13% | Mar 2026 |
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| Hill Island Financial | 55k | $2.3M | -1% | Mar 2026 |
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| Buckingham Strategic Partners | 55k | $2.3M | 1% | Mar 2026 |
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| Navigoe | 55k | $2.3M | 0% | Mar 2026 |
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| CI Private Wealth | 54k | $1.9M | 23% | Mar 2026 |
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| Quarry Hill Advisors | 50k | $2.4M | 4% | Mar 2026 |
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| Goldman Sachs Group | 50k | $2.1M | 100% | Mar 2026 |
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| Klaas Financial Asset Advisors | 48k | $2.0M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 46k | $1.9M | 4% | Dec 2025 |
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| Triune Financial Partners | 45k | $1.9M | 0% | Mar 2026 |
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| Equita Financial Network | 44k | $1.9M | 56% | Mar 2026 |
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| Longview Financial Advisors | 38k | $1.6M | 4% | Mar 2026 |
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| Planning Center | 36k | $1.5M | -3% | Mar 2026 |
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| Cordant | 35k | $1.5M | 10% | Mar 2026 |
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| Simplicity Wealth | 35k | $1.5M | -4% | Mar 2026 |
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| RW Investment Management | 33k | $1.4M | 7% | Mar 2026 |
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| Flow Traders US | 33k | $1.4M | 100% | Mar 2026 |
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| Truepoint | 32k | $1.4M | 1% | Mar 2026 |
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| SOL Capital Management | 30k | $1.0M | 100% | Mar 2026 |
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| Betterment | 30k | $1.2M | 17% | Dec 2025 |
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| HPM Partners | 28k | $1.2M | -2% | Mar 2026 |
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| Addison Advisors | 27k | $1.2M | 15% | Mar 2026 |
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| Burton Enright Welch | 27k | $1.1M | 0% | Mar 2026 |
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| Cambridge Financial Group | 26k | $1.1M | -24% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 24k | $995k | 1% | Dec 2025 |
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| HighTower Advisors | 22k | $938k | 84% | Mar 2026 |
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| Seven Mile Advisory | 21k | $868k | -9% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 20k | $859k | -47% | Mar 2026 |
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| Meritas Wealth Management | 20k | $857k | 26% | Mar 2026 |
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| Momentous Wealth Management | 20k | $856k | -4% | Mar 2026 |
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| Harbour Investments | 20k | $852k | 144% | Mar 2026 |
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| Aspen Capital Management | 20k | $851k | 6% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 20k | $846k | -1% | Mar 2026 |
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| MB Generational Wealth | 20k | $837k | 7% | Mar 2026 |
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| Morling Financial Advisors | 19k | $783k | -8% | Mar 2026 |
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| Nwam | 18k | $761k | -1% | Mar 2026 |
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| Northland Capital Management | 17k | $736k | -23% | Mar 2026 |
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| Wheels Up Wealth | 17k | $711k | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 17k | $705k | 100% | Mar 2026 |
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| Modera Wealth Management | 16k | $696k | -3% | Mar 2026 |
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| Sequoia Financial Advisors | 16k | $682k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 16k | $677k | 50% | Mar 2026 |
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| Burns Wealth Management | 16k | $658k | 12% | Mar 2026 |
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| NewEdge Wealth | 16k | $657k | 4% | Mar 2026 |
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| Creative Capital Management Investments | 15k | $642k | 87% | Mar 2026 |
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| Foster Group | 14k | $609k | -5% | Mar 2026 |
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| Farther Finance Advisors | 14k | $611k | 10% | Mar 2026 |
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| Syverson Strege & Co | 13k | $567k | -2% | Mar 2026 |
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| North Ridge Wealth Advisors | 13k | $553k | -1% | Mar 2026 |
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| Root Financial Partners | 13k | $549k | 86% | Mar 2026 |
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| Sensenig Capital Advisors | 13k | $546k | 100% | Mar 2026 |
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| Trellis Wealth Advisors | 13k | $545k | -18% | Mar 2026 |
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| LPL Financial | 13k | $545k | 6% | Mar 2026 |
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| BetterWealth | 12k | $524k | -1% | Mar 2026 |
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| SB Capital Management | 12k | $495k | 100% | Dec 2025 |
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| Goss Wealth Management | 12k | $498k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $496k | 1% | Mar 2026 |
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| Flagstone Financial Management | 12k | $496k | -7% | Mar 2026 |
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| Fiduciary Financial Group | 11k | $469k | 5% | Mar 2026 |
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| Babb Wealth Advisors | 11k | $457k | 20% | Dec 2025 |
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| Freedom Financial Partners | 11k | $461k | 5% | Mar 2026 |
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| Heck Capital Advisors | 11k | $449k | -4% | Mar 2026 |
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| Parcion Private Wealth | 11k | $448k | 3% | Mar 2026 |
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| Rehmann Capital Advisory | 9.9k | $418k | 0% | Mar 2026 |
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| Hill Investment Group Partners | 9.5k | $404k | 13% | Mar 2026 |
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| Caprock | 9.5k | $404k | -8% | Mar 2026 |
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| RHS Financial | 9.3k | $393k | -8% | Mar 2026 |
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| Wealth Management Strategies | 8.9k | $379k | 0% | Mar 2026 |
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| AdvisorNet Financial | 8.9k | $378k | -13% | Mar 2026 |
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| Grand Wealth Management | 8.9k | $375k | 24% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 8.7k | $370k | 2% | Mar 2026 |
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| Level Financial Advisors | 8.6k | $365k | -5% | Mar 2026 |
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| Midwest Trust | 8.6k | $363k | 2% | Mar 2026 |
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| Garrett Investment Advisors | 8.3k | $352k | 8% | Mar 2026 |
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| Chicago Partners Investment | 8.1k | $382k | 1% | Mar 2026 |
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| Mills Wealth Advisors | 8.0k | $341k | 48% | Mar 2026 |
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| Three Arch Wealth Management | 8.0k | $339k | 100% | Mar 2026 |
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| EnRich Financial Partners | 7.9k | $336k | -9% | Mar 2026 |
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| Professional Financial Solutions | 7.7k | $326k | 6% | Mar 2026 |
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| Sellwood Investment Partners | 7.7k | $326k | 0% | Mar 2026 |
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| Captrust Financial Advisors | 7.0k | $290k | 100% | Dec 2025 |
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| Vise Technologies | 7.0k | $289k | 0% | Mar 2026 |
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| Apollon Wealth Management | 6.9k | $292k | 0% | Mar 2026 |
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| Wealth Advisors Northwest | 6.6k | $281k | 6% | Mar 2026 |
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| Compass Capital Corp | 6.5k | $321k | 1% | Mar 2026 |
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| McGrath & Associates | 6.5k | $249k | 27% | Mar 2026 |
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| Bridgewater Advisors | 6.5k | $282k | 100% | Dec 2025 |
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| Foundation Wealth Management | 6.4k | $271k | 0% | Mar 2026 |
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| Mission Wealth Management | 6.1k | $260k | 21% | Mar 2026 |
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| Tanager Wealth Management | 5.9k | $251k | -2% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 5.8k | $246k | 100% | Mar 2026 |
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| Donalies Financial Planning | 5.6k | $237k | 100% | Mar 2026 |
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| Private Advisor | 5.5k | $235k | 0% | Mar 2026 |
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| Quantinno Capital Management | 5.5k | $235k | 100% | Mar 2026 |
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| XY Planning Network | 5.4k | $232k | 0% | Mar 2026 |
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| Joel Adams & Associates | 5.4k | $230k | 100% | Mar 2026 |
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| von Borstel & Associates | 5.4k | $229k | 100% | Mar 2026 |
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| United Wealth Management | 5.4k | $228k | -1% | Mar 2026 |
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| Financial Plan | 5.3k | $226k | 100% | Mar 2026 |
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| Envestnet Asset Management | 5.3k | $226k | 100% | Mar 2026 |
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| Monument Group Wealth Advisors | 5.3k | $222k | 100% | Mar 2026 |
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| Bridge Generations Wealth Management | 5.2k | $220k | 6% | Mar 2026 |
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| Sensible Money | 5.1k | $214k | 100% | Mar 2026 |
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| DiNuzzo Private Wealth | 5.0k | $212k | 14% | Mar 2026 |
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| WPWealth | 4.9k | $206k | 0% | Mar 2026 |
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| Cassaday & Co Wealth Management | 4.8k | $204k | -33% | Mar 2026 |
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| UMA Financial Services | 4.2k | $179k | -12% | Mar 2026 |
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| Vermillion Wealth Management | 4.1k | $174k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 4.0k | $164k | 1% | Dec 2025 |
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| Royal Bank of Canada | 2.6k | $109k | 769% | Mar 2026 |
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| Washington Trust Advisors | 2.4k | $104k | 0% | Mar 2026 |
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| Cardiff Park Advisors | 2.3k | $96k | 0% | Mar 2026 |
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| Pinney & Scofield | 2.2k | $92k | 0% | Mar 2026 |
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| Advisor Group Holdings | 2.1k | $89k | 26% | Dec 2025 |
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| Orion Capital Management | 1.9k | $80k | -19% | Mar 2026 |
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| American Capital Advisory | 1.9k | $79k | 100% | Mar 2026 |
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| Red Tortoise | 1.7k | $71k | -10% | Mar 2026 |
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| Keystone Financial Group | 1.6k | $70k | 0% | Mar 2026 |
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| WealthCollab | 1.5k | $62k | 0% | Mar 2026 |
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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 |
| Creative Planning | Dec 2025 | 5.2k | $214k |
| Kestra Advisory Services | Dec 2025 | 1.9k | $77k |