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 | 5.5M | $225M | 1% | Mar 2026 |
|
| Awm Capital | 3.3M | $135M | 8% | Mar 2026 |
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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 | 1.2M | $51M | 20% | Mar 2026 |
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| LongView Asset Management | 708k | $31M | -4% | Dec 2025 |
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| EP Wealth Advisors | 704k | $29M | 100% | Mar 2026 |
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| Five Oceans Advisors | 467k | $19M | 7% | Mar 2026 |
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| Savant Capital Management | 457k | $19M | 532% | 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 | 405k | $17M | 1% | Mar 2026 |
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| Apella Capital | 395k | $18M | 34% | Mar 2026 |
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| Mercer Global Advisors | 383k | $16M | 32% | 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 | 297k | $12M | -7% | Mar 2026 |
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| Beacon Pointe Advisors | 288k | $13M | 7% | Dec 2025 |
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| Triune Financial Partners | 282k | $12M | 3% | Mar 2026 |
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| TCI Wealth Advisors | 271k | $11M | 6% | Mar 2026 |
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| Wealth Architects | 267k | $11M | -1% | Mar 2026 |
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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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| Resources Investment Advisors | 229k | $9.4M | 6% | Mar 2026 |
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| Elser Financial Planning | 226k | $9.3M | 100% | Mar 2026 |
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| CI Private Wealth | 214k | $7.3M | 27% | Mar 2026 |
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| SJS Investment Consulting | 210k | $8.6M | 0% | Mar 2026 |
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| Nwam | 209k | $8.6M | 2% | Mar 2026 |
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| Momentous Wealth Management | 194k | $8.0M | 5% | Mar 2026 |
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| Planning Center | 185k | $7.6M | 1% | Mar 2026 |
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| Cardinal Point Capital Management, ULC | 183k | $7.5M | -4% | Mar 2026 |
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| LPL Financial | 168k | $6.9M | 14% | Mar 2026 |
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| Sequoia Financial Advisors | 151k | $6.2M | 0% | Mar 2026 |
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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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| Donalies Financial Planning | 135k | $5.6M | 100% | Mar 2026 |
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| Miracle Mile Advisors | 133k | $5.4M | -7% | Mar 2026 |
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| RAM Investment Partners | 129k | $5.3M | 6% | Mar 2026 |
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| Rockbridge Investment Management, LCC | 128k | $5.6M | 1% | Dec 2025 |
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| Wealth Management Strategies | 124k | $5.1M | 0% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 122k | $5.0M | 221% | Mar 2026 |
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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 | 105k | $4.3M | 6% | Mar 2026 |
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| Commonwealth Equity Services | 99k | $4.1M | 2% | Mar 2026 |
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| Northland Capital Management | 98k | $4.0M | -25% | Mar 2026 |
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| Addison Advisors | 98k | $4.0M | 2% | Mar 2026 |
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| Truepoint | 92k | $3.8M | 1% | Mar 2026 |
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| Syverson Strege & Co | 88k | $3.6M | 0% | Mar 2026 |
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| Perigon Wealth Management | 87k | $3.6M | 32% | Mar 2026 |
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| Wheels Up Wealth | 84k | $3.4M | 100% | Mar 2026 |
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| Chicago Partners Investment | 83k | $3.7M | 2% | Mar 2026 |
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| Raymond James Financial | 78k | $3.4M | 208% | Dec 2025 |
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| Longview Financial Advisors | 71k | $2.9M | 14% | Mar 2026 |
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| Burton Enright Welch | 70k | $2.9M | 18% | Mar 2026 |
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| Level Financial Advisors | 68k | $2.8M | -2% | Mar 2026 |
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| Premier Financial Group | 67k | $2.8M | 2% | Mar 2026 |
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| Asset Dedication | 65k | $2.7M | -23% | Mar 2026 |
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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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| 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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| Flagstone Financial Management | 54k | $2.2M | 4% | Mar 2026 |
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| Private Advisor | 54k | $2.2M | 23% | Mar 2026 |
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| United Wealth Management | 52k | $2.1M | 0% | Mar 2026 |
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| RW Investment Management | 50k | $2.1M | 29% | Mar 2026 |
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| Compass Capital Corp | 50k | $2.3M | 2% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 49k | $2.0M | 100% | Mar 2026 |
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| Jane Street | 49k | $2.0M | 356% | Mar 2026 |
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| Vista Capital Partners | 49k | $2.0M | 2% | Mar 2026 |
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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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| D.A. Davidson & Co. | 47k | $1.9M | -5% | Mar 2026 |
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| Financial Connections Group | 46k | $1.9M | 3% | Mar 2026 |
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| Strategic Investment Solutions | 46k | $1.9M | -14% | Mar 2026 |
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| Goss Wealth Management | 46k | $1.9M | 0% | Mar 2026 |
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| Farther Finance Advisors | 46k | $1.9M | 28% | Mar 2026 |
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| Creative Capital Management Investments | 43k | $1.7M | 153% | Mar 2026 |
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| North Ridge Wealth Advisors | 42k | $1.7M | 4% | 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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| Morling Financial Advisors | 39k | $1.6M | -2% | Mar 2026 |
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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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| Wolfstich Capital | 38k | $1.5M | -2% | Mar 2026 |
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| Modera Wealth Management | 37k | $1.5M | -3% | Mar 2026 |
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| Caprock | 37k | $1.5M | 0% | Mar 2026 |
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| Stifel Financial | 36k | $1.5M | -2% | Mar 2026 |
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| Cambridge Financial Group | 35k | $1.4M | 12% | Mar 2026 |
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| Greenspring Advisors | 35k | $1.4M | 13% | Mar 2026 |
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| Ohe Financial | 34k | $1.4M | 0% | Mar 2026 |
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| Morris Financial Concepts | 34k | $1.4M | 188% | Mar 2026 |
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| Mason & Associates | 34k | $1.3M | 3% | Mar 2026 |
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| von Borstel & Associates | 33k | $1.4M | 37% | Mar 2026 |
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| EnRich Financial Partners | 33k | $1.3M | -2% | Mar 2026 |
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| Cordant | 33k | $1.3M | 79% | Mar 2026 |
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| Hill Island Financial | 32k | $1.3M | 6% | Mar 2026 |
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| Mml Investors Services | 32k | $1.3M | -29% | Mar 2026 |
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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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| Balanced Rock Investment Advisors | 31k | $1.3M | 4% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 30k | $1.2M | -44% | Mar 2026 |
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| Bridgewater Advisors | 29k | $1.3M | 42% | Dec 2025 |
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| WPWealth | 29k | $1.2M | -6% | Mar 2026 |
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| Hartland & Co | 28k | $1.2M | 577% | Mar 2026 |
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| Shira Ridge Wealth Management | 28k | $1.1M | -1% | Mar 2026 |
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| Rehmann Capital Advisory | 27k | $1.1M | 0% | Mar 2026 |
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| Quantinno Capital Management | 26k | $1.1M | 15% | Mar 2026 |
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| Altiora Financial Group | 26k | $1.1M | 0% | Mar 2026 |
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| Mission Wealth Management | 25k | $1.0M | 19% | Mar 2026 |
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| HighTower Advisors | 25k | $1.0M | 122% | Mar 2026 |
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| Mariner Wealth Advisors | 25k | $1.0M | 15% | Mar 2026 |
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| Meritas Wealth Management | 25k | $1.0M | 11% | Mar 2026 |
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| Royal Bank of Canada | 24k | $1.0M | 4640% | Mar 2026 |
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| Schwarz Dygos Wheeler Investment Advisors | 24k | $1.0M | 5% | Mar 2026 |
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| Financial Plan | 24k | $1000k | 26% | Mar 2026 |
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| Vermillion Wealth Management | 24k | $996k | 0% | Mar 2026 |
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| Eaton-Cambridge | 24k | $995k | 100% | Mar 2026 |
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| Consilio Wealth Advisors | 24k | $975k | 100% | Mar 2026 |
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| Opulen Financial Group | 23k | $933k | 100% | Mar 2026 |
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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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| Tfo-tdc | 22k | $902k | 100% | Mar 2026 |
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| AdvisorNet Financial | 21k | $880k | -20% | Mar 2026 |
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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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| Bank of America Corporation | 19k | $783k | 100% | Mar 2026 |
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| Orion Capital Management | 19k | $764k | -16% | Mar 2026 |
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| Envision Financial Planning | 19k | $760k | 17% | Mar 2026 |
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| Hicks Capital Management | 18k | $757k | 0% | Mar 2026 |
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| Opes Wealth Management | 18k | $750k | 2% | Mar 2026 |
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| Ledgewood Wealth Advisors | 18k | $745k | 0% | Mar 2026 |
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| Signature Resources Capital Management | 18k | $742k | 1% | 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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| Sontag Advisory | 18k | $725k | 0% | Mar 2026 |
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| Advisor Group Holdings | 18k | $759k | 16% | Dec 2025 |
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| Ruedi Wealth Management | 18k | $718k | 10% | Mar 2026 |
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| Tortoise Investment Management | 17k | $708k | 10% | Mar 2026 |
|
| Silver Oak Advisory Group | 16k | $662k | 17% | Mar 2026 |
|
| Fundamentun | 13k | $539k | -40% | 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 | 483k | $21M |
| Brighton Jones | Dec 2025 | 201k | $8.7M |
| ProCore Advisors | Dec 2025 | 55k | $2.4M |
| Susquehanna International | Sep 2025 | 28k | $1.2M |