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 | 988k | $42M | 4% | Mar 2026 |
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| Awm Capital | 931k | $40M | 8% | Mar 2026 |
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| Quantum Financial Advisors | 840k | $36M | -2% | Mar 2026 |
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| Pathstone Holdings | 795k | $34M | 10% | Mar 2026 |
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| Francis Financial | 759k | $32M | 2% | Mar 2026 |
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| Abacus Wealth Partners | 586k | $25M | 1% | Mar 2026 |
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| LongView Asset Management | 424k | $18M | -4% | Dec 2025 |
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| EP Wealth Advisors | 416k | $18M | 7364% | Mar 2026 |
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| Five Oceans Advisors | 404k | $17M | 4% | Mar 2026 |
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| Citrine Capital | 390k | $17M | 9% | Mar 2026 |
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| Retirement Solution | 350k | $15M | -2% | Mar 2026 |
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| Apella Capital | 290k | $13M | 36% | Mar 2026 |
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| Jane Street | 275k | $12M | 883% | Mar 2026 |
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| Savant Capital Management | 271k | $12M | 185% | Mar 2026 |
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| Forum Financial Management | 264k | $11M | -8% | Mar 2026 |
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| Elser Financial Planning | 233k | $9.9M | 100% | Mar 2026 |
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| Balanced Rock Investment Advisors | 214k | $9.1M | -1% | Mar 2026 |
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| Greenspring Advisors | 213k | $9.0M | 1% | Mar 2026 |
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| Allodium Investment Consultants | 194k | $8.2M | 1% | Mar 2026 |
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| Hill Island Financial | 194k | $8.2M | -2% | Mar 2026 |
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| Mercer Global Advisors | 183k | $7.8M | 48% | Mar 2026 |
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| Planning Center | 182k | $7.7M | -5% | Mar 2026 |
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| New Capital Management | 180k | $7.6M | -1% | Mar 2026 |
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| Heritage Financial Services | 179k | $7.6M | 4% | Dec 2025 |
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| Pure Financial Advisors | 156k | $6.6M | 1% | Mar 2026 |
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| Wealth Architects | 152k | $6.4M | -2% | Mar 2026 |
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| Buckingham Strategic Partners | 136k | $5.8M | 4% | Mar 2026 |
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| CI Private Wealth | 127k | $4.2M | 38% | Mar 2026 |
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| RAM Investment Partners | 125k | $5.3M | 3% | Mar 2026 |
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| Quarry Hill Advisors | 120k | $5.5M | -1% | Mar 2026 |
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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 | $4.7M | -1% | Mar 2026 |
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| Perigon Wealth Management | 111k | $4.7M | 1% | Mar 2026 |
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| Triune Financial Partners | 110k | $4.7M | 1% | Mar 2026 |
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| Angeles Investment | 110k | $4.7M | 4% | Mar 2026 |
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| TCI Wealth Advisors | 108k | $4.6M | 0% | Mar 2026 |
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| Donalies Financial Planning | 102k | $4.3M | 100% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 98k | $4.1M | 1085% | Mar 2026 |
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| Laurel Wealth Planning | 95k | $4.0M | 100% | Mar 2026 |
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| Garde Capital | 93k | $4.0M | 8% | Mar 2026 |
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| Addison Advisors | 93k | $3.9M | -3% | Mar 2026 |
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| Asset Dedication | 93k | $3.9M | -15% | Mar 2026 |
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| Aspen Capital Management | 92k | $3.9M | 0% | Mar 2026 |
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| Raymond James Financial | 86k | $3.7M | 275% | Dec 2025 |
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| RW Investment Management | 85k | $3.6M | 4% | Mar 2026 |
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| Sequoia Financial Advisors | 85k | $3.6M | 2% | Mar 2026 |
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| Simplicity Wealth | 76k | $3.2M | -8% | Mar 2026 |
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| Momentous Wealth Management | 75k | $3.2M | -1% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 73k | $3.1M | -2% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 69k | $3.0M | 0% | Dec 2025 |
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| Equita Financial Network | 66k | $2.8M | 34% | Mar 2026 |
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| Truepoint | 64k | $2.7M | -4% | Mar 2026 |
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| Revolve Wealth Partners | 63k | $2.7M | -4% | Mar 2026 |
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| Bank of New York Mellon | 59k | $2.5M | 100% | Mar 2026 |
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| Sontag Advisory | 58k | $2.5M | -2% | Mar 2026 |
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| Flow Traders US | 54k | $2.3M | 308% | Mar 2026 |
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| Commonwealth Equity Services | 51k | $2.2M | 8% | Mar 2026 |
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| Foster Group | 49k | $2.1M | -3% | Mar 2026 |
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| Cambridge Financial Group | 47k | $2.0M | 0% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 47k | $2.0M | -49% | Mar 2026 |
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| Creative Capital Management Investments | 46k | $2.0M | 61% | Mar 2026 |
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| Hutchinson Capital Management | 46k | $1.9M | 0% | Mar 2026 |
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| LPL Financial | 44k | $1.8M | 12% | Mar 2026 |
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| HPM Partners | 44k | $1.8M | 0% | Mar 2026 |
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| Syverson Strege & Co | 43k | $1.8M | -1% | Mar 2026 |
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| Parkside Financial Bank & Trust | 39k | $1.7M | 0% | Mar 2026 |
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| Trellis Wealth Advisors | 39k | $1.7M | -19% | Mar 2026 |
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| MB Generational Wealth | 39k | $1.6M | 3% | Mar 2026 |
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| Northland Capital Management | 38k | $1.6M | -26% | Mar 2026 |
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| Level Financial Advisors | 35k | $1.5M | 10% | Mar 2026 |
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| Wheels Up Wealth | 34k | $1.4M | 100% | Mar 2026 |
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| Premier Financial Group | 33k | $1.4M | 1% | Mar 2026 |
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| Longview Financial Advisors | 33k | $1.4M | 9% | Mar 2026 |
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| SOL Capital Management | 32k | $1.2M | 100% | Mar 2026 |
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| Nwam | 32k | $1.4M | -4% | Mar 2026 |
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| SB Capital Management | 31k | $1.3M | 100% | Dec 2025 |
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| Ohe Financial | 31k | $1.3M | -1% | Mar 2026 |
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| Mml Investors Services | 30k | $1.3M | -54% | Mar 2026 |
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| Fiduciary Financial Group | 30k | $1.3M | 5% | Mar 2026 |
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| Cordant | 30k | $1.3M | 44% | Mar 2026 |
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| HighTower Advisors | 30k | $1.2M | 78% | Mar 2026 |
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| Root Financial Partners | 29k | $1.2M | 64% | Mar 2026 |
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| DiNuzzo Private Wealth | 29k | $1.2M | 5% | Mar 2026 |
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| Farther Finance Advisors | 27k | $1.2M | 6% | Mar 2026 |
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| Chicago Partners Investment | 26k | $1.2M | 3% | Mar 2026 |
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| BetterWealth | 26k | $1.1M | -1% | Mar 2026 |
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| Wealth Management Strategies | 25k | $1.1M | 0% | Mar 2026 |
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| Schubert & Co | 25k | $1.1M | 0% | Mar 2026 |
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| Babb Wealth Advisors | 24k | $1.0M | 20% | Dec 2025 |
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| Garrett Investment Advisors | 24k | $1.0M | 7% | Mar 2026 |
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| Financial Connections Group | 23k | $969k | 3% | Mar 2026 |
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| Goss Wealth Management | 23k | $962k | 0% | Mar 2026 |
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| Kestra Advisory Services | 20k | $827k | 1% | Mar 2026 |
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| Vise Technologies | 19k | $829k | 0% | Mar 2026 |
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| Flagstone Financial Management | 19k | $811k | 0% | Mar 2026 |
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| Grand Wealth Management | 19k | $811k | 11% | Mar 2026 |
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| Hartland & Co | 19k | $787k | 545% | Mar 2026 |
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| Bridgewater Advisors | 19k | $817k | 21% | Dec 2025 |
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| North Ridge Wealth Advisors | 18k | $760k | 1% | Mar 2026 |
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| Shira Ridge Wealth Management | 18k | $753k | -8% | Mar 2026 |
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| Modera Wealth Management | 17k | $734k | -15% | Mar 2026 |
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| Meritas Wealth Management | 17k | $732k | 66% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 17k | $729k | 100% | Mar 2026 |
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| von Borstel & Associates | 17k | $726k | 31% | Mar 2026 |
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| Sensenig Capital Advisors | 17k | $717k | 100% | Mar 2026 |
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| Professional Financial Solutions | 17k | $717k | 0% | Mar 2026 |
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| Trademark Financial Management | 17k | $704k | -7% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 16k | $693k | -11% | Mar 2026 |
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| Samalin Investment Counsel | 16k | $673k | 8% | Mar 2026 |
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| Miracle Mile Advisors | 16k | $670k | -22% | Mar 2026 |
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| Hancock Bank Trust Department | 16k | $706k | 0% | Mar 2026 |
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| Sellwood Investment Partners | 16k | $668k | 0% | Mar 2026 |
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| WPWealth | 16k | $656k | 0% | Mar 2026 |
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| Compass Capital Corp | 15k | $676k | 1% | Mar 2026 |
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| United Wealth Management | 15k | $628k | -1% | Mar 2026 |
|
| Wealth Advisors Northwest | 14k | $605k | 15% | Mar 2026 |
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| Foundation Wealth Management | 14k | $589k | 0% | Mar 2026 |
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| Morris Financial Concepts | 14k | $576k | 164% | Mar 2026 |
|
| XY Planning Network | 13k | $579k | 0% | Mar 2026 |
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| Joel Adams & Associates | 13k | $553k | 59% | Mar 2026 |
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| Private Advisor | 13k | $542k | 0% | Mar 2026 |
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| Warren Averett Asset Management | 13k | $541k | 0% | Dec 2025 |
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| Glassman Wealth Services | 13k | $532k | 8% | Mar 2026 |
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| AdvisorNet Financial | 13k | $532k | -17% | Mar 2026 |
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| Rehmann Capital Advisory | 12k | $526k | 0% | Mar 2026 |
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| Investment Advisory Group | 12k | $520k | 0% | Mar 2026 |
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| Hill Investment Group Partners | 12k | $520k | 8% | Mar 2026 |
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| Freedom Financial Partners | 12k | $506k | 0% | Mar 2026 |
|
| Burton Enright Welch | 12k | $501k | 0% | Mar 2026 |
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| Vermillion Wealth Management | 12k | $500k | 0% | Mar 2026 |
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| EnRich Financial Partners | 12k | $500k | -1% | Mar 2026 |
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| Zrc Wealth Management | 12k | $496k | 7% | Mar 2026 |
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| McGrath & Associates | 11k | $485k | 2% | Mar 2026 |
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| Financial Plan | 11k | $475k | 16% | Mar 2026 |
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| First Financial Group Corp | 11k | $471k | -5% | Mar 2026 |
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| Family Wealth Partners | 11k | $465k | 46% | Mar 2026 |
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| Passive Capital Management | 11k | $454k | 0% | Mar 2026 |
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| Bank Of Montreal | 11k | $452k | 100% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 11k | $449k | 98% | Mar 2026 |
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| Mills Wealth Advisors | 11k | $446k | 53% | Mar 2026 |
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| Caprock | 10k | $439k | -5% | Mar 2026 |
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| Robinson Smith Wealth Advisors | 10k | $438k | 0% | Mar 2026 |
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| Delap Wealth Advisory | 10k | $435k | 0% | Mar 2026 |
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| Morling Financial Advisors | 10k | $430k | -9% | Mar 2026 |
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| Advisor Group Holdings | 10k | $427k | 8% | Dec 2025 |
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| Envision Financial Planning | 9.8k | $416k | 13% | Mar 2026 |
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| Old Peak Finance | 9.7k | $413k | 2% | Mar 2026 |
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| Monument Group Wealth Advisors | 9.6k | $407k | 45% | Mar 2026 |
|
| Archer Investment Management | 9.0k | $380k | -85% | Mar 2026 |
|
| Tanager Wealth Management | 7.9k | $336k | -19% | Mar 2026 |
|
| Geometric Wealth Advisors | 6.4k | $270k | -35% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 172k | $7.5M |
| Thrivent Financial for Lutherans | Dec 2025 | 148k | $6.3M |
| Citadel Advisors | Dec 2025 | 131k | $5.6M |
| Susquehanna International | Sep 2025 | 73k | $3.0M |
| ProCore Advisors | Dec 2025 | 40k | $1.7M |