Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSU
- CUSIP Number: 25434v716
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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 |
|---|---|---|---|---|---|
| Retirement Solution | 5.4M | $236M | 0% | Dec 2025 |
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| Awm Capital | 3.0M | $132M | 4% | Dec 2025 |
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| Quantum Financial Advisors | 2.4M | $99M | 0% | Mar 2026 |
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| Maseco | 2.0M | $83M | 4% | Mar 2026 |
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| Colony | 1.9M | $82M | 1% | Dec 2025 |
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| Citrine Capital | 1.4M | $57M | 7% | Mar 2026 |
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| Abacus Wealth Partners | 1.3M | $53M | 3% | Mar 2026 |
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| Pathstone Holdings | 1.0M | $45M | 64% | Dec 2025 |
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| LongView Asset Management | 708k | $31M | -4% | Dec 2025 |
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| Five Oceans Advisors | 467k | $19M | 7% | Mar 2026 |
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| Forum Financial Management | 450k | $19M | 2% | Mar 2026 |
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| Pure Financial Advisors | 409k | $17M | 1% | Mar 2026 |
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| Buckingham Strategic Partners | 399k | $17M | -13% | Dec 2025 |
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| Apella Capital | 395k | $18M | 34% | Mar 2026 |
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| Gibson Capital | 376k | $15M | 0% | Mar 2026 |
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| Heritage Financial Services | 364k | $16M | 8% | Dec 2025 |
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| Simplicity Wealth | 319k | $14M | 234% | Dec 2025 |
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| Mercer Global Advisors | 290k | $13M | 21% | Dec 2025 |
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| Beacon Pointe Advisors | 288k | $13M | 7% | Dec 2025 |
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| Triune Financial Partners | 273k | $12M | 0% | Dec 2025 |
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| Wealth Architects | 269k | $12M | 40% | Dec 2025 |
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| TCI Wealth Advisors | 257k | $11M | 26% | Dec 2025 |
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| Betterment | 253k | $11M | 14% | Dec 2025 |
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| New Capital Management | 248k | $10M | -7% | Mar 2026 |
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| Quarry Hill Advisors | 244k | $11M | 8% | Mar 2026 |
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| Elser Financial Planning | 226k | $9.3M | 100% | Mar 2026 |
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| Resources Investment Advisors | 216k | $9.4M | 10% | Dec 2025 |
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| SJS Investment Consulting | 210k | $8.6M | 0% | Mar 2026 |
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| Nwam | 206k | $9.0M | -4% | Dec 2025 |
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| Brighton Jones | 201k | $8.7M | 10% | Dec 2025 |
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| Momentous Wealth Management | 184k | $8.0M | 9% | Dec 2025 |
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| Cardinal Point Capital Management, ULC | 183k | $7.5M | -4% | Mar 2026 |
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| Planning Center | 183k | $7.9M | -10% | Dec 2025 |
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| CI Private Wealth | 169k | $7.3M | 7% | Dec 2025 |
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| Sequoia Financial Advisors | 151k | $6.6M | -7% | Dec 2025 |
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| LPL Financial | 147k | $6.4M | 25% | Dec 2025 |
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| Allodium Investment Consultants | 146k | $6.0M | 11% | Mar 2026 |
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| Zrc Wealth Management | 144k | $5.9M | 0% | Mar 2026 |
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| Miracle Mile Advisors | 133k | $5.4M | -7% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 128k | $5.6M | 1% | Dec 2025 |
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| Wealth Management Strategies | 124k | $5.4M | -1% | Dec 2025 |
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| RAM Investment Partners | 121k | $5.3M | 3% | Dec 2025 |
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| Equita Financial Network | 119k | $4.9M | 19% | Mar 2026 |
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| Foster Group | 118k | $4.8M | 1% | Mar 2026 |
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| Aspen Capital Management | 114k | $4.7M | -4% | Mar 2026 |
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| Root Financial Partners | 114k | $4.7M | 103% | Mar 2026 |
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| MB Generational Wealth | 99k | $4.3M | 15% | Dec 2025 |
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| Northland Capital Management | 98k | $4.0M | -25% | Mar 2026 |
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| Commonwealth Equity Services | 97k | $4.2M | 11% | Dec 2025 |
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| Addison Advisors | 95k | $4.1M | 5% | Dec 2025 |
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| Truepoint | 92k | $4.0M | 0% | Dec 2025 |
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| Syverson Strege & Co | 88k | $3.8M | -4% | Dec 2025 |
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| Perigon Wealth Management | 87k | $3.6M | 32% | Mar 2026 |
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| Asset Dedication | 85k | $3.7M | -1% | Dec 2025 |
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| Chicago Partners Investment | 82k | $3.6M | 12% | Dec 2025 |
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| Raymond James Financial | 78k | $3.4M | 208% | Dec 2025 |
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| Savant Capital Management | 72k | $3.1M | 53% | Dec 2025 |
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| Longview Financial Advisors | 71k | $2.9M | 14% | Mar 2026 |
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| Level Financial Advisors | 68k | $2.8M | -2% | Mar 2026 |
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| Premier Financial Group | 66k | $2.9M | -2% | Dec 2025 |
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| Foundation Wealth Management | 61k | $2.5M | 1% | Mar 2026 |
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| Sensenig Capital Advisors | 60k | $2.5M | 100% | Mar 2026 |
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| Burton Enright Welch | 60k | $2.6M | 11% | Dec 2025 |
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| Babb Wealth Advisors | 59k | $2.6M | 27% | Dec 2025 |
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| Vise Technologies | 57k | $2.5M | 0% | Mar 2026 |
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| DiNuzzo Private Wealth | 55k | $2.3M | 10% | Mar 2026 |
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| BetterWealth | 55k | $2.3M | -1% | Mar 2026 |
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| Strategic Investment Solutions | 54k | $2.3M | -23% | Dec 2025 |
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| Flagstone Financial Management | 52k | $2.3M | 9% | Dec 2025 |
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| United Wealth Management | 52k | $2.2M | -1% | Dec 2025 |
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| Petersen Hastings Wealth Advisors | 49k | $2.0M | 100% | Mar 2026 |
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| D.A. Davidson & Co. | 49k | $2.1M | 6% | Dec 2025 |
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| Compass Capital Corp | 49k | $2.2M | 1% | Dec 2025 |
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| Vista Capital Partners | 48k | $2.1M | 1% | Dec 2025 |
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| Joel Adams & Associates | 48k | $2.0M | 100% | Mar 2026 |
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| XY Planning Network | 47k | $2.0M | 1% | Mar 2026 |
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| Goss Wealth Management | 46k | $2.0M | -13% | Dec 2025 |
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| Farther Finance Advisors | 46k | $1.9M | 28% | Mar 2026 |
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| Financial Connections Group | 45k | $2.0M | 2% | Dec 2025 |
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| Mml Investors Services | 45k | $1.9M | -13% | Dec 2025 |
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| Private Advisor | 44k | $1.9M | 1% | Dec 2025 |
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| Creative Capital Management Investments | 43k | $1.7M | 153% | Mar 2026 |
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| Sellwood Investment Partners | 41k | $1.7M | 0% | Mar 2026 |
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| Wealth Advisors Northwest | 41k | $1.7M | 8% | Mar 2026 |
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| North Ridge Wealth Advisors | 41k | $1.8M | 33% | Dec 2025 |
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| Morling Financial Advisors | 40k | $1.7M | -2% | Dec 2025 |
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| Monument Group Wealth Advisors | 39k | $1.6M | 34% | Mar 2026 |
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| Trellis Wealth Advisors | 39k | $1.6M | -23% | Mar 2026 |
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| Modera Wealth Management | 38k | $1.7M | -1% | Dec 2025 |
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| Wolfstich Capital | 38k | $1.5M | -2% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 38k | $1.7M | 293% | Dec 2025 |
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| Caprock | 37k | $1.6M | 22% | Dec 2025 |
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| Stifel Financial | 37k | $1.6M | 11% | Dec 2025 |
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| Cambridge Financial Group | 35k | $1.4M | 12% | Mar 2026 |
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| Ohe Financial | 34k | $1.5M | -2% | Dec 2025 |
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| Morris Financial Concepts | 34k | $1.4M | 188% | Mar 2026 |
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| EnRich Financial Partners | 33k | $1.4M | -2% | Dec 2025 |
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| Cordant | 33k | $1.3M | 79% | Mar 2026 |
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| Mason & Associates | 32k | $1.4M | 100% | Dec 2025 |
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| UMA Financial Services | 31k | $1.3M | 2% | Mar 2026 |
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| Mills Wealth Advisors | 31k | $1.3M | 17% | Mar 2026 |
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| Fiduciary Financial Group | 31k | $1.3M | 6% | Mar 2026 |
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| WPWealth | 31k | $1.3M | 0% | Dec 2025 |
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| Greenspring Advisors | 30k | $1.3M | 138% | Dec 2025 |
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| Henrickson Nauta Wealth Advisors | 30k | $1.2M | -44% | Mar 2026 |
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| Hill Island Financial | 30k | $1.3M | 11% | Dec 2025 |
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| Balanced Rock Investment Advisors | 29k | $1.3M | 9% | Dec 2025 |
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| Bridgewater Advisors | 29k | $1.3M | 42% | Dec 2025 |
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| Shira Ridge Wealth Management | 28k | $1.1M | -1% | Mar 2026 |
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| Rehmann Capital Advisory | 27k | $1.2M | 1% | Dec 2025 |
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| Altiora Financial Group | 26k | $1.1M | 0% | Dec 2025 |
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| Meritas Wealth Management | 25k | $1.0M | 11% | Mar 2026 |
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| von Borstel & Associates | 24k | $1.1M | -4% | Dec 2025 |
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| Vermillion Wealth Management | 24k | $996k | 0% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 23k | $1.0M | -11% | Dec 2025 |
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| Quantinno Capital Management | 23k | $994k | 100% | Dec 2025 |
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| Tanager Wealth Management | 22k | $916k | 0% | Mar 2026 |
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| Old Peak Finance | 22k | $915k | 4% | Mar 2026 |
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| Orion Capital Management | 22k | $964k | 0% | Dec 2025 |
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| Fundamentun | 22k | $955k | -1% | Dec 2025 |
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| Mariner Wealth Advisors | 22k | $937k | 50% | Dec 2025 |
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| AdvisorNet Financial | 21k | $880k | -20% | Mar 2026 |
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| Mission Wealth Management | 21k | $928k | 100% | Dec 2025 |
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| SB Capital Management | 20k | $877k | 100% | Dec 2025 |
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| AA Financial Advisors | 20k | $825k | 100% | Mar 2026 |
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| Investment Advisory Group | 20k | $824k | 0% | Mar 2026 |
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| Financial Plan | 19k | $839k | 100% | Dec 2025 |
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| Hicks Capital Management | 18k | $757k | 0% | Mar 2026 |
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| Ledgewood Wealth Advisors | 18k | $745k | 0% | Mar 2026 |
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| Freedom Financial Partners | 18k | $740k | 1% | Mar 2026 |
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| Bridge Generations Wealth Management | 18k | $737k | 5% | Mar 2026 |
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| Opes Wealth Management | 18k | $779k | 0% | Dec 2025 |
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| Signature Resources Capital Management | 18k | $777k | 22% | Dec 2025 |
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| Sontag Advisory | 18k | $766k | 0% | Dec 2025 |
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| Advisor Group Holdings | 18k | $759k | 16% | Dec 2025 |
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| Ruedi Wealth Management | 16k | $687k | 5% | Dec 2025 |
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| Envision Financial Planning | 16k | $687k | 29% | Dec 2025 |
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| Pine Harbor Wealth Management | 16k | $686k | 0% | Dec 2025 |
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| Montis Financial | 16k | $686k | 0% | Dec 2025 |
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| Tortoise Investment Management | 16k | $683k | 22% | Dec 2025 |
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| Professional Financial Solutions | 16k | $677k | 100% | Dec 2025 |
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| Hutchinson Capital Management | 15k | $633k | -6% | Dec 2025 |
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| Geometric Wealth Advisors | 14k | $618k | 0% | Dec 2025 |
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| Family Wealth Partners | 14k | $580k | 53% | Mar 2026 |
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| Silver Oak Advisory Group | 14k | $597k | 144% | Dec 2025 |
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| McGrath & Associates | 14k | $565k | 1% | Mar 2026 |
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| NewEdge Wealth | 13k | $572k | 65% | Dec 2025 |
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| Define Financial | 13k | $527k | 0% | Mar 2026 |
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| Glassman Wealth Services | 13k | $553k | 15% | Dec 2025 |
|
| Creative Planning | 5.9k | $258k | -64% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 483k | $21M |
| ProCore Advisors | Dec 2025 | 55k | $2.4M |
| Susquehanna International | Sep 2025 | 28k | $1.2M |