Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSI
- CUSIP Number: 25434v690
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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 |
|---|---|---|---|---|---|
| Colony | 1.2M | $50M | -1% | Dec 2025 |
|
| Maseco | 947k | $41M | 5% | Dec 2025 |
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| Awm Capital | 865k | $37M | 5% | Dec 2025 |
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| Quantum Financial Advisors | 855k | $37M | 0% | Dec 2025 |
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| Francis Financial | 742k | $32M | 5% | Dec 2025 |
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| Pathstone Holdings | 726k | $31M | 46% | Dec 2025 |
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| Abacus Wealth Partners | 583k | $25M | -1% | Dec 2025 |
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| LongView Asset Management | 424k | $18M | -4% | Dec 2025 |
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| Five Oceans Advisors | 390k | $17M | 13% | Dec 2025 |
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| Citrine Capital | 357k | $15M | 3% | Dec 2025 |
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| Retirement Solution | 355k | $15M | -2% | Dec 2025 |
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| Forum Financial Management | 286k | $12M | 0% | Dec 2025 |
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| Willow Creek Wealth Management | 257k | $11M | 1% | Sep 2025 |
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| Balanced Rock Investment Advisors | 215k | $9.2M | 1% | Dec 2025 |
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| Apella Capital | 213k | $9.1M | 11% | Dec 2025 |
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| Greenspring Advisors | 212k | $9.1M | 4% | Dec 2025 |
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| Hill Island Financial | 199k | $8.5M | 3% | Dec 2025 |
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| Allodium Investment Consultants | 192k | $8.2M | 2% | Dec 2025 |
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| Planning Center | 190k | $8.2M | -8% | Dec 2025 |
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| New Capital Management | 182k | $7.8M | -3% | Dec 2025 |
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| Heritage Financial Services | 179k | $7.6M | 4% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 172k | $7.5M | 6% | Dec 2025 |
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| Wealth Architects | 155k | $6.7M | 25% | Dec 2025 |
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| Pure Financial Advisors | 155k | $6.6M | 22% | Dec 2025 |
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| Thrivent Financial for Lutherans | 148k | $6.3M | 100% | Dec 2025 |
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| Buckingham Strategic Partners | 131k | $5.6M | -17% | Dec 2025 |
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| Mercer Global Advisors | 123k | $5.3M | 36% | Dec 2025 |
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| RAM Investment Partners | 122k | $5.2M | 3% | Dec 2025 |
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| Quarry Hill Advisors | 122k | $5.2M | 16% | Dec 2025 |
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| Beacon Pointe Advisors | 119k | $5.1M | 2% | Dec 2025 |
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| Betterment | 114k | $4.9M | 19% | Dec 2025 |
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| Resources Investment Advisors | 112k | $4.8M | -2% | Dec 2025 |
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| Perigon Wealth Management | 110k | $4.7M | 6% | Dec 2025 |
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| Triune Financial Partners | 110k | $4.9M | -2% | Dec 2025 |
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| Asset Dedication | 109k | $4.7M | -1% | Dec 2025 |
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| TCI Wealth Advisors | 109k | $4.6M | 16% | Dec 2025 |
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| Angeles Investment | 106k | $4.5M | 47% | Dec 2025 |
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| Addison Advisors | 96k | $4.1M | 1% | Dec 2025 |
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| Savant Capital Management | 95k | $4.1M | 28% | Dec 2025 |
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| CI Private Wealth | 92k | $3.9M | 4% | Dec 2025 |
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| Henrickson Nauta Wealth Advisors | 92k | $4.0M | 105% | Dec 2025 |
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| Aspen Capital Management | 92k | $3.9M | 7% | Dec 2025 |
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| Raymond James Financial | 86k | $3.7M | 275% | Dec 2025 |
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| Garde Capital | 86k | $3.7M | 3% | Dec 2025 |
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| Sequoia Financial Advisors | 83k | $3.6M | -11% | Dec 2025 |
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| Simplicity Wealth | 83k | $3.6M | 261% | Dec 2025 |
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| RW Investment Management | 82k | $3.4M | 1% | Sep 2025 |
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| Momentous Wealth Management | 76k | $3.2M | -1% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 75k | $3.2M | 3% | Dec 2025 |
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| Citadel Advisors | 73k | $3.0M | 100% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 69k | $3.0M | 0% | Dec 2025 |
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| Truepoint | 67k | $2.9M | 0% | Dec 2025 |
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| Revolve Wealth Partners | 66k | $2.8M | 4% | Dec 2025 |
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| Mml Investors Services | 66k | $2.8M | 23% | Dec 2025 |
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| Archer Investment Management | 62k | $2.6M | -24% | Dec 2025 |
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| Sontag Advisory | 59k | $2.5M | 0% | Dec 2025 |
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| Northland Capital Management | 51k | $2.2M | 0% | Dec 2025 |
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| Foster Group | 51k | $2.2M | 6% | Dec 2025 |
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| Equita Financial Network | 49k | $2.1M | 13% | Dec 2025 |
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| Trellis Wealth Advisors | 48k | $2.1M | 0% | Dec 2025 |
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| Commonwealth Equity Services | 48k | $2.0M | -12% | Dec 2025 |
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| Cambridge Financial Group | 47k | $1.7M | -17% | Dec 2025 |
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| Hutchinson Capital Management | 46k | $2.0M | 0% | Dec 2025 |
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| Syverson Strege & Co | 44k | $1.9M | -5% | Dec 2025 |
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| HPM Partners | 43k | $1.9M | -4% | Dec 2025 |
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| ProCore Advisors | 40k | $1.7M | 100% | Dec 2025 |
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| Parkside Financial Bank & Trust | 39k | $1.7M | -5% | Dec 2025 |
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| LPL Financial | 39k | $1.7M | 11% | Dec 2025 |
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| MB Generational Wealth | 37k | $1.6M | 6% | Dec 2025 |
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| Nwam | 34k | $1.4M | -5% | Dec 2025 |
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| Premier Financial Group | 33k | $1.4M | 0% | Dec 2025 |
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| Level Financial Advisors | 32k | $1.4M | 5% | Dec 2025 |
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| SB Capital Management | 31k | $1.3M | 100% | Dec 2025 |
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| Ohe Financial | 31k | $1.3M | -3% | Dec 2025 |
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| Longview Financial Advisors | 30k | $1.3M | 2% | Dec 2025 |
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| Creative Capital Management Investments | 29k | $1.2M | 0% | Dec 2025 |
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| Fiduciary Financial Group | 29k | $1.2M | 16% | Dec 2025 |
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| Jane Street | 28k | $1.2M | -86% | Dec 2025 |
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| DiNuzzo Private Wealth | 27k | $1.2M | -7% | Dec 2025 |
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| BetterWealth | 27k | $1.1M | -7% | Dec 2025 |
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| Farther Finance Advisors | 26k | $1.1M | -2% | Dec 2025 |
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| Chicago Partners Investment | 26k | $1.1M | 24% | Dec 2025 |
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| Wealth Management Strategies | 25k | $1.1M | 7% | Dec 2025 |
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| Schubert & Co | 25k | $1.1M | 0% | Dec 2025 |
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| Babb Wealth Advisors | 24k | $1.0M | 20% | Dec 2025 |
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| Goss Wealth Management | 23k | $972k | -5% | Dec 2025 |
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| Garrett Investment Advisors | 23k | $972k | 6% | Dec 2025 |
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| Financial Connections Group | 22k | $946k | 12% | Dec 2025 |
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| Cordant | 21k | $895k | 0% | Dec 2025 |
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| Modera Wealth Management | 20k | $872k | 0% | Dec 2025 |
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| Miracle Mile Advisors | 20k | $866k | 156% | Dec 2025 |
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| Vise Technologies | 19k | $829k | 271% | Dec 2025 |
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| Kestra Advisory Services | 19k | $828k | 58% | Dec 2025 |
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| Shira Ridge Wealth Management | 19k | $824k | -2% | Dec 2025 |
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| Flagstone Financial Management | 19k | $820k | 8% | Dec 2025 |
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| Bridgewater Advisors | 19k | $817k | 21% | Dec 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 19k | $791k | -11% | Dec 2025 |
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| Trademark Financial Management | 18k | $769k | 100% | Dec 2025 |
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| North Ridge Wealth Advisors | 18k | $758k | 26% | Dec 2025 |
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| Root Financial Partners | 17k | $745k | 50% | Dec 2025 |
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| Grand Wealth Management | 17k | $739k | -2% | Dec 2025 |
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| Professional Financial Solutions | 17k | $722k | 100% | Dec 2025 |
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| HighTower Advisors | 17k | $710k | 6% | Dec 2025 |
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| Hancock Bank Trust Department | 16k | $676k | 0% | Dec 2025 |
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| Sellwood Investment Partners | 16k | $675k | 3% | Dec 2025 |
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| WPWealth | 15k | $660k | -1% | Dec 2025 |
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| AdvisorNet Financial | 15k | $649k | 1% | Dec 2025 |
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| United Wealth Management | 15k | $638k | 0% | Dec 2025 |
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| Compass Capital Corp | 15k | $685k | 1% | Dec 2025 |
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| Samalin Investment Counsel | 15k | $630k | 7% | Dec 2025 |
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| Foundation Wealth Management | 14k | $594k | 0% | Dec 2025 |
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| XY Planning Network | 13k | $573k | 121% | Dec 2025 |
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| Flow Traders US | 13k | $563k | -85% | Dec 2025 |
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| von Borstel & Associates | 13k | $561k | 1% | Dec 2025 |
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| Private Advisor | 13k | $546k | 1% | Dec 2025 |
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| Warren Averett Asset Management | 13k | $541k | 0% | Dec 2025 |
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| Wealth Advisors Northwest | 13k | $534k | 13% | Dec 2025 |
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| Rehmann Capital Advisory | 12k | $504k | 32% | Sep 2025 |
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| Investment Advisory Group | 12k | $526k | 0% | Dec 2025 |
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| EnRich Financial Partners | 12k | $511k | 0% | Dec 2025 |
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| Freedom Financial Partners | 12k | $509k | 1% | Dec 2025 |
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| Burton Enright Welch | 12k | $506k | 100% | Dec 2025 |
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| Vermillion Wealth Management | 12k | $504k | 1% | Dec 2025 |
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| First Financial Group Corp | 12k | $500k | 4% | Dec 2025 |
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| Glassman Wealth Services | 12k | $497k | -2% | Dec 2025 |
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| Hill Investment Group Partners | 11k | $484k | 131% | Dec 2025 |
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| McGrath & Associates | 11k | $480k | -9% | Dec 2025 |
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| Morling Financial Advisors | 11k | $475k | 2% | Dec 2025 |
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| Zrc Wealth Management | 11k | $471k | 1% | Dec 2025 |
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| Caprock | 11k | $466k | -5% | Dec 2025 |
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| Passive Capital Management | 11k | $458k | 0% | Dec 2025 |
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| Meritas Wealth Management | 10k | $445k | 5% | Dec 2025 |
|
| Robinson Smith Wealth Advisors | 10k | $443k | 35% | Dec 2025 |
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| Delap Wealth Advisory | 10k | $439k | 0% | Dec 2025 |
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| Advisor Group Holdings | 10k | $427k | 8% | Dec 2025 |
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| Geometric Wealth Advisors | 9.9k | $423k | 1% | Dec 2025 |
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| Tanager Wealth Management | 9.8k | $419k | -23% | Dec 2025 |
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| Financial Plan | 9.6k | $413k | 100% | Dec 2025 |
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| Mariner Wealth Advisors | 9.6k | $410k | 0% | Dec 2025 |
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| Old Peak Finance | 9.5k | $408k | 100% | Dec 2025 |
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| UMA Financial Services | 9.2k | $396k | 0% | Dec 2025 |
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| Define Financial | 9.2k | $394k | -8% | Dec 2025 |
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| Altiora Financial Group | 9.1k | $390k | 0% | Dec 2025 |
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| Bridge Generations Wealth Management | 8.8k | $375k | -20% | Dec 2025 |
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| Envision Financial Planning | 8.7k | $372k | -4% | Dec 2025 |
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| Frank, Rimerman Advisors | 8.3k | $356k | 0% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 8.3k | $354k | 33% | Dec 2025 |
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| Joel Adams & Associates | 8.2k | $351k | 4% | Dec 2025 |
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| Penobscot Wealth Management | 7.7k | $332k | 2% | Dec 2025 |
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| Ruedi Wealth Management | 7.6k | $325k | 3% | Dec 2025 |
|
| True Wealth Design | 7.0k | $301k | -17% | Dec 2025 |
|
| EP Wealth Advisors | 5.6k | $239k | -61% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 73k | $3.0M |
| Brighton Jones | Sep 2025 | 71k | $2.9M |
| My Personal CFO | Sep 2025 | 14k | $565k |
| Fund Evaluation Group | Sep 2025 | 14k | $554k |
| Goldman Sachs Group | Sep 2025 | 12k | $505k |