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 | $194M | -4% | Mar 2025 |
|
| Awm Capital | 3.1M | $109M | 4% | Mar 2025 |
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| Quantum Financial Advisors | 2.4M | $94M | 5% | Jun 2025 |
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| Maseco | 1.8M | $72M | 100% | Jun 2025 |
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| Abacus Wealth Partners | 1.2M | $49M | 27% | Jun 2025 |
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| Colony | 1.2M | $44M | 425% | Mar 2025 |
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| Citrine Capital | 1.1M | $43M | 9% | Jun 2025 |
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| LongView Asset Management | 662k | $24M | 100% | Mar 2025 |
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| Vista Wealth Management Group | 563k | $20M | -2% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 408k | $16M | -1% | Jun 2025 |
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| Forum Financial Management | 396k | $14M | -1% | Mar 2025 |
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| Gibson Capital | 391k | $14M | -3% | Mar 2025 |
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| Buckingham Strategic Partners | 390k | $14M | 11% | Mar 2025 |
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| Pathstone Holdings | 351k | $13M | 0% | Mar 2025 |
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| Heritage Financial Services | 339k | $13M | 8% | Jun 2025 |
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| Willow Creek Wealth Management | 319k | $13M | -7% | Jun 2025 |
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| New Capital Management | 273k | $11M | -13% | Jun 2025 |
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| Pure Financial Advisors | 266k | $10M | 77% | Jun 2025 |
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| Apella Capital | 218k | $8.6M | 9% | Jun 2025 |
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| Nwam | 213k | $7.6M | 1% | Mar 2025 |
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| Elser Financial Planning | 207k | $8.2M | 100% | Jun 2025 |
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| SJS Investment Consulting | 204k | $8.0M | 7% | Jun 2025 |
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| Resources Investment Advisors | 199k | $7.1M | 8% | Mar 2025 |
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| Planning Center | 196k | $7.0M | 5% | Mar 2025 |
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| CI Private Wealth | 192k | $6.9M | 0% | Mar 2025 |
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| Waypoint Wealth Partners | 192k | $7.5M | 52% | Jun 2025 |
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| Cardinal Point Capital Management, ULC | 184k | $6.6M | 4% | Mar 2025 |
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| Quarry Hill Advisors | 174k | $6.2M | 5% | Mar 2025 |
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| Momentous Wealth Management | 149k | $5.3M | 100% | Mar 2025 |
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| Blue Oak Capital | 149k | $5.9M | -30% | Jun 2025 |
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| Zrc Wealth Management | 146k | $5.7M | 2698% | Jun 2025 |
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| Wealth Architects | 141k | $5.1M | 5% | Mar 2025 |
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| Brighton Jones | 139k | $5.0M | 21% | Mar 2025 |
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| Raymond James Financial | 132k | $4.7M | 100% | Mar 2025 |
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| Northland Capital Management | 123k | $4.8M | 9% | Jun 2025 |
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| Allodium Investment Consultants | 117k | $4.2M | 100% | Mar 2025 |
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| Five Oceans Advisors | 116k | $4.6M | 40% | Jun 2025 |
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| Betterment | 109k | $3.9M | 31% | Mar 2025 |
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| Strategic Investment Solutions | 96k | $3.8M | -41% | Jun 2025 |
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| RAM Investment Partners | 96k | $3.4M | -7% | Mar 2025 |
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| Wealth Management Strategies | 91k | $3.2M | 144% | Mar 2025 |
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| MB Generational Wealth | 85k | $3.1M | -1% | Mar 2025 |
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| Asset Dedication | 84k | $3.0M | 9% | Mar 2025 |
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| Simplicity Wealth | 84k | $3.0M | 100% | Mar 2025 |
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| Truepoint | 80k | $2.9M | 15% | Mar 2025 |
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| TCI Wealth Advisors | 80k | $3.1M | 56% | Jun 2025 |
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| Commonwealth Equity Services | 79k | $2.8M | 3% | Mar 2025 |
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| Addison Advisors | 79k | $2.8M | 1% | Mar 2025 |
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| Martin Worley Group | 78k | $2.8M | 51% | Mar 2025 |
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| LPL Financial | 75k | $2.7M | 39% | Mar 2025 |
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| Chicago Partners Investment | 73k | $2.6M | -2% | Mar 2025 |
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| Sequoia Financial Advisors | 67k | $2.4M | 100% | Mar 2025 |
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| Aspen Capital Management | 66k | $2.3M | 100% | Mar 2025 |
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| Goss Wealth Management | 65k | $2.3M | -15% | Mar 2025 |
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| Level Financial Advisors | 62k | $2.4M | 6% | Jun 2025 |
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| BetterWealth | 60k | $2.3M | 1% | Jun 2025 |
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| Foundation Wealth Management | 59k | $2.1M | 100% | Mar 2025 |
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| Wolfstich Capital | 57k | $2.2M | -79% | Jun 2025 |
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| Trellis Wealth Advisors | 56k | $2.0M | 0% | Mar 2025 |
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| DiNuzzo Private Wealth | 52k | $2.1M | 3% | Jun 2025 |
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| Jentner | 52k | $2.1M | 6% | Jun 2025 |
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| United Wealth Management | 51k | $1.8M | 1% | Mar 2025 |
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| Equita Financial Network | 51k | $1.8M | 18% | Mar 2025 |
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| Babb Wealth Advisors | 46k | $1.7M | -24% | Mar 2025 |
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| D.A. Davidson & Co. | 46k | $1.6M | 118% | Mar 2025 |
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| Compass Capital Corp | 45k | $1.5M | -41% | Mar 2025 |
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| Private Advisor | 42k | $1.5M | 1% | Mar 2025 |
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| Modera Wealth Management | 40k | $1.4M | 2% | Mar 2025 |
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| Sellwood Investment Partners | 39k | $1.5M | 100% | Jun 2025 |
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| Morling Financial Advisors | 39k | $1.4M | 35% | Mar 2025 |
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| Savant Capital Management | 38k | $1.4M | 2% | Mar 2025 |
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| EnRich Financial Partners | 37k | $1.3M | -4% | Mar 2025 |
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| RW Investment Management | 36k | $1.3M | -29% | Mar 2025 |
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| Delap Wealth Advisory | 36k | $1.3M | -21% | Mar 2025 |
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| Wealth Advisors Northwest | 36k | $1.3M | 11% | Mar 2025 |
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| Ohe Financial | 34k | $1.2M | 17% | Mar 2025 |
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| Mercer Global Advisors | 34k | $1.2M | 379% | Mar 2025 |
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| Vermillion Wealth Management | 34k | $1.3M | 12% | Jun 2025 |
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| UMA Financial Services | 33k | $1.3M | 0% | Jun 2025 |
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| Root Financial Partners | 32k | $1.2M | 107% | Mar 2025 |
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| AdvisorNet Financial | 32k | $1.2M | 61% | Jun 2025 |
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| Shira Ridge Wealth Management | 31k | $1.2M | -1% | Jun 2025 |
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| Sontag Advisory | 31k | $1.1M | 0% | Mar 2025 |
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| Farther Finance Advisors | 29k | $1.2M | -11% | Jun 2025 |
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| Monument Group Wealth Advisors | 29k | $1.0M | 1% | Mar 2025 |
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| North Ridge Wealth Advisors | 28k | $1.0M | 0% | Mar 2025 |
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| Stifel Financial | 28k | $1.0M | 35% | Mar 2025 |
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| Tanager Wealth Management | 28k | $1.1M | 8% | Jun 2025 |
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| XY Planning Network | 28k | $1.1M | 261% | Jun 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 28k | $999k | 1% | Mar 2025 |
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| Jane Street | 27k | $949k | 9% | Mar 2025 |
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| Fiduciary Financial Group | 26k | $1.0M | 14% | Jun 2025 |
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| Altiora Financial Group | 26k | $931k | 0% | Mar 2025 |
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| von Borstel & Associates | 25k | $894k | 3% | Mar 2025 |
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| Mills Wealth Advisors | 25k | $887k | 1% | Mar 2025 |
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| Henrickson Nauta Wealth Advisors | 25k | $969k | -23% | Jun 2025 |
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| Hill Island Financial | 25k | $877k | 100% | Mar 2025 |
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| Rehmann Capital Advisory | 24k | $862k | 2% | Mar 2025 |
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| Joel Adams & Associates | 23k | $827k | 1% | Mar 2025 |
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| Cordant | 22k | $858k | 12% | Jun 2025 |
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| Meritas Wealth Management | 22k | $848k | 0% | Jun 2025 |
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| Bridgewater Advisors | 21k | $747k | -21% | Mar 2025 |
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| Balanced Rock Investment Advisors | 21k | $756k | 16% | Mar 2025 |
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| Caprock | 20k | $726k | 0% | Mar 2025 |
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| Keel Point | 20k | $724k | 0% | Mar 2025 |
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| Investment Advisory Group | 20k | $718k | -1% | Mar 2025 |
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| Financial Connections Group | 18k | $649k | 48% | Mar 2025 |
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| Ledgewood Wealth Advisors | 18k | $712k | 0% | Jun 2025 |
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| Creative Capital Management Investments | 17k | $616k | -6% | Mar 2025 |
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| Bridge Generations Wealth Management | 17k | $673k | 0% | Jun 2025 |
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| Creative Planning | 16k | $582k | 0% | Mar 2025 |
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| Pine Harbor Wealth Management | 16k | $565k | -1% | Mar 2025 |
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| First Affirmative Financial Network | 15k | $553k | 100% | Mar 2025 |
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| Flagstone Financial Management | 15k | $550k | 2% | Mar 2025 |
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| Monograph Wealth Advisors | 15k | $543k | 100% | Mar 2025 |
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| Freedom Financial Partners | 15k | $523k | 100% | Mar 2025 |
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| Hutchinson Capital Management | 14k | $508k | 0% | Mar 2025 |
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| Foster Group | 14k | $546k | 5% | Jun 2025 |
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| Envestnet Asset Management | 14k | $491k | 5% | Mar 2025 |
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| Ruedi Wealth Management | 14k | $489k | 11% | Mar 2025 |
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| Advisor Group Holdings | 13k | $478k | 100% | Mar 2025 |
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| Clarius | 13k | $475k | 24% | Mar 2025 |
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| Rockefeller Capital Management | 13k | $460k | -8% | Mar 2025 |
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| Greenspring Advisors | 13k | $457k | 0% | Mar 2025 |
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| McGrath & Associates | 12k | $442k | 100% | Mar 2025 |
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| BKD Wealth Advisors | 12k | $411k | -3% | Mar 2025 |
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| Morris Financial Concepts | 11k | $403k | 6% | Mar 2025 |
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| Tortoise Investment Management | 11k | $394k | 0% | Mar 2025 |
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| Envision Financial Planning | 11k | $391k | -2% | Mar 2025 |
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| Geometric Wealth Advisors | 11k | $387k | 7% | Mar 2025 |
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| Passive Capital Management | 11k | $387k | 0% | Mar 2025 |
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| Shore Point Advisors | 10k | $408k | -9% | Jun 2025 |
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| Wealthcare Advisory Partners | 9.5k | $341k | 100% | Mar 2025 |
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| Cambridge Investment Research Advisors | 9.2k | $330k | 100% | Mar 2025 |
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| Prime Capital Investment Advisors | 9.1k | $328k | 0% | Mar 2025 |
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| Mariner Wealth Advisors | 8.8k | $316k | 0% | Mar 2025 |
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| HighTower Advisors | 8.8k | $315k | 0% | Mar 2025 |
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| Warburton Capital Management | 8.8k | $314k | 2% | Mar 2025 |
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| Colorado Capital Management | 8.8k | $345k | 36% | Jun 2025 |
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| Family Wealth Partners | 8.5k | $335k | 10% | Jun 2025 |
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| Keystone Financial Group | 8.4k | $299k | 0% | Mar 2025 |
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| Austin Wealth Management | 7.6k | $266k | 0% | Mar 2025 |
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| Coston, McIsaac & Partners | 7.5k | $267k | 112% | Mar 2025 |
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| Towneley Capital Management, Inc / DE | 7.4k | $266k | -4% | Mar 2025 |
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| Glassman Wealth Services | 7.3k | $263k | 35% | Mar 2025 |
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| McGlone Suttner Wealth Management | 7.3k | $287k | 100% | Jun 2025 |
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| Michael A. Dubis Financial Planning | 7.3k | $260k | 100% | Mar 2025 |
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| Laurel Wealth Planning | 7.2k | $260k | 0% | Mar 2025 |
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| Burns Wealth Management | 7.2k | $259k | 21% | Mar 2025 |
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| NewEdge Wealth | 7.2k | $258k | 100% | Mar 2025 |
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| True Wealth Design | 7.0k | $249k | 140% | Mar 2025 |
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| MBE Wealth Management | 7.0k | $273k | 0% | Jun 2025 |
|
| Acorn Creek Capital | 6.9k | $246k | -2% | Mar 2025 |
|
| Penobscot Wealth Management | 5.7k | $203k | -83% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Dec 2024 | 73k | $2.8M |
| Citadel Advisors | Dec 2024 | 24k | $921k |
| Diversify Wealth Management | Dec 2024 | 19k | $696k |
| Goldman Sachs Group | Dec 2024 | 16k | $619k |
| Old Mission Capital | Dec 2024 | 8.2k | $311k |