Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSV
- CUSIP Number: 25434v815
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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 |
|---|---|---|---|---|---|
| Savant Capital Management | 19M | $662M | 17% | Mar 2026 |
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| CI Private Wealth | 7.3M | $257M | 23% | Mar 2026 |
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| Mather Group | 6.6M | $230M | -1% | Mar 2026 |
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| JMG Financial Group | 6.2M | $217M | 6% | Mar 2026 |
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| Colony | 4.3M | $142M | 20% | Dec 2025 |
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| HPM Partners | 4.3M | $151M | 13% | Mar 2026 |
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| Cetera Investment Advisers | 3.9M | $136M | 61% | Mar 2026 |
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| Comprehensive Portfolio Management | 3.9M | $135M | 7% | Mar 2026 |
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| Burns Wealth Management | 2.8M | $98M | 35% | Mar 2026 |
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| Modera Wealth Management | 2.8M | $97M | 4% | Mar 2026 |
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| Index Fund Advisors | 2.8M | $97M | 8% | Mar 2026 |
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| Pathstone Holdings | 2.8M | $97M | -1% | Mar 2026 |
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| Envestnet Asset Management | 2.3M | $80M | 10% | Mar 2026 |
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| Coldstream Capital Management | 2.2M | $78M | 2% | Mar 2026 |
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| Creative Planning | 2.2M | $78M | 6% | Mar 2026 |
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| LPL Financial | 2.2M | $78M | 5% | Mar 2026 |
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| Buckingham Strategic Partners | 2.1M | $74M | 9% | Mar 2026 |
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| Arista Wealth Management | 2.1M | $74M | 1% | Mar 2026 |
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| Raymond James Financial | 1.9M | $61M | 5% | Dec 2025 |
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| Bank of America Corporation | 1.6M | $55M | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 1.5M | $52M | 4% | Mar 2026 |
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| EP Wealth Advisors | 1.4M | $50M | -8% | Mar 2026 |
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| DiNuzzo Private Wealth | 1.3M | $47M | 0% | Mar 2026 |
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| Truepoint | 1.3M | $47M | 0% | Mar 2026 |
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| Evanson Asset Management | 1.1M | $39M | 9% | Mar 2026 |
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| Mosaic Family Wealth Partners | 998k | $35M | 1% | Mar 2026 |
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| Bank Of Montreal | 991k | $35M | 100% | Mar 2026 |
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| Leading Edge Financial Planning | 969k | $34M | 5% | Mar 2026 |
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| Advisor Group Holdings | 964k | $32M | 0% | Dec 2025 |
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| Beacon Pointe Advisors | 913k | $30M | -18% | Dec 2025 |
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| Elser Financial Planning | 912k | $32M | 100% | Mar 2026 |
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| Stordahl Capital Management | 910k | $32M | -2% | Mar 2026 |
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| Seaside Wealth Management | 902k | $32M | 2% | Mar 2026 |
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| United Wealth Management | 899k | $32M | 2% | Mar 2026 |
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| Harbour Investments | 867k | $30M | 27% | Mar 2026 |
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| Integrity Advisory Solutions | 864k | $30M | 8% | Mar 2026 |
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| Jackson Thornton Asset Management | 853k | $31M | -6% | Mar 2026 |
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| von Borstel & Associates | 829k | $29M | -1% | Mar 2026 |
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| HighTower Advisors | 786k | $28M | -11% | Mar 2026 |
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| Hassell Wealth Management | 763k | $27M | 1% | Mar 2026 |
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| Sequoia Financial Advisors | 732k | $26M | -2% | Mar 2026 |
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| Integrity Alliance | 706k | $25M | 1% | Mar 2026 |
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| Zhang Financial | 702k | $25M | 11% | Mar 2026 |
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| Diversified Portfolios | 695k | $24M | 8% | Mar 2026 |
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| Rather & Kittrell | 691k | $24M | 1% | Mar 2026 |
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| Park Avenue Securities | 676k | $24M | 17% | Mar 2026 |
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| Royal Bank of Canada | 675k | $24M | 27% | Mar 2026 |
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| Northern Trust | 658k | $22M | -1% | Dec 2025 |
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| Retirement Solution | 658k | $23M | 1% | Mar 2026 |
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| Commonwealth Equity Services | 650k | $23M | -1% | Mar 2026 |
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| Resources Investment Advisors | 626k | $22M | 4% | Mar 2026 |
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| Safeguard Investment Advisory Group | 611k | $21M | -7% | Mar 2026 |
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| Integris Wealth Management | 598k | $21M | -2% | Mar 2026 |
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| Wealth Dimensions Group | 581k | $20M | 5% | Mar 2026 |
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| Chicago Partners Investment | 573k | $21M | 3% | Mar 2026 |
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| Krilogy Financial | 557k | $20M | -2% | Mar 2026 |
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| CWM | 551k | $18M | 491% | Dec 2025 |
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| Wealth Advisors Northwest | 550k | $19M | 5% | Mar 2026 |
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| Root Financial Partners | 521k | $18M | -16% | Mar 2026 |
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| Alpha Financial Advisors | 516k | $18M | -3% | Mar 2026 |
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| Goss Wealth Management | 509k | $18M | -13% | Mar 2026 |
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| Equita Financial Network | 503k | $18M | -15% | Mar 2026 |
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| Perigon Wealth Management | 488k | $17M | 7% | Mar 2026 |
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| Geneos Wealth Management | 486k | $17M | -1% | Mar 2026 |
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| Clarity Wealth Development | 480k | $17M | 6% | Mar 2026 |
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| Well Done | 468k | $16M | 9% | Mar 2026 |
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| Grunden Financial Advisory | 464k | $15M | 3% | Dec 2025 |
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| Foundation Wealth Management | 463k | $16M | 16% | Mar 2026 |
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| Farther Finance Advisors | 457k | $16M | 13% | Mar 2026 |
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| Vise Technologies | 453k | $15M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 451k | $16M | -2% | Mar 2026 |
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| Tobias Financial Advisors | 448k | $16M | 8% | Mar 2026 |
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| Trust Co of the South | 445k | $16M | 0% | Mar 2026 |
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| Hanson McClain Advisors | 441k | $15M | 1% | Dec 2025 |
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| Mariner Wealth Advisors | 438k | $15M | 20% | Mar 2026 |
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| Betterment | 435k | $14M | 2% | Dec 2025 |
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| Timonier Family Office | 431k | $14M | 7% | Dec 2025 |
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| Apella Capital | 429k | $16M | 760% | Mar 2026 |
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| Physician Wealth Solutions | 419k | $15M | -2% | Mar 2026 |
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| Honkamp Krueger Financial Services | 414k | $15M | -2% | Mar 2026 |
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| Oceanside Advisors | 413k | $15M | 2% | Mar 2026 |
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| Scratch Capital | 404k | $14M | 7% | Mar 2026 |
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| Greenline Partners | 388k | $14M | 0% | Mar 2026 |
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| Cardiff Park Advisors | 387k | $14M | 1% | Mar 2026 |
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| Navigoe | 365k | $13M | 2% | Mar 2026 |
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| RFG Advisory | 365k | $13M | 4% | Mar 2026 |
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| Clune & Associates | 348k | $12M | 230% | Mar 2026 |
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| Keb Asset Management | 343k | $12M | 2% | Mar 2026 |
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| McIlrath & Eck | 339k | $12M | 7% | Mar 2026 |
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| Private Wealth Management Group | 338k | $12M | -9% | Mar 2026 |
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| AdvisorNet Financial | 337k | $12M | 4% | Mar 2026 |
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| Kestra Advisory Services | 335k | $12M | 4% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 334k | $11M | 1% | Dec 2025 |
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| Avant Financial Advisors | 331k | $12M | 5% | Mar 2026 |
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| Plan | 327k | $12M | -1% | Mar 2026 |
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| Mml Investors Services | 327k | $11M | 16% | Mar 2026 |
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| Abel Hall | 325k | $11M | 2% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 319k | $11M | -3% | Mar 2026 |
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| Gail Mannix | 319k | $11M | -3% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 319k | $11M | -7% | Mar 2026 |
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| Financial Architects | 317k | $11M | -1% | Mar 2026 |
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| Parkwoods Wealth Partners | 317k | $11M | 52% | Mar 2026 |
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| BOS Asset Management | 312k | $11M | -1% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 303k | $11M | 8% | Mar 2026 |
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| Ubs Global Asset Management Americas | 299k | $11M | 100% | Mar 2026 |
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| RCS Financial Planning | 296k | $10M | 1% | Mar 2026 |
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| Ballentine Capital Advisors | 295k | $10M | 2% | Mar 2026 |
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| Cambridge Investment Research Advisors | 291k | $10M | 23% | Mar 2026 |
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| Tortoise Investment Management | 290k | $10M | 4% | Mar 2026 |
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| Sterling Financial Planning | 290k | $10M | 1% | Mar 2026 |
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| Eqis Capital Management | 288k | $10M | -6% | Mar 2026 |
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| Waterford Advisors | 285k | $11M | 2% | Mar 2026 |
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| Aspen Capital Management | 280k | $9.8M | 1% | Mar 2026 |
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| Sentinel Wealth Management | 270k | $9.5M | 6% | Mar 2026 |
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| CSP Financial Group | 265k | $9.3M | 100% | Mar 2026 |
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| TCI Wealth Advisors | 262k | $9.2M | 1% | Mar 2026 |
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| CLS Investments | 241k | $8.4M | -21% | Mar 2026 |
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| McLean Asset Management Corp | 237k | $8.3M | 17% | Mar 2026 |
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| Navigate Wealth Management | 234k | $8.7M | 100% | Mar 2026 |
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| Advisory Alpha | 224k | $7.8M | 75% | Mar 2026 |
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| Eq Wealth Advisors | 223k | $7.8M | 1% | Mar 2026 |
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| Discipline Wealth Solutions | 221k | $7.7M | 18% | Mar 2026 |
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| Ancora Advisors | 216k | $7.6M | 10% | Mar 2026 |
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| AA Financial Advisors | 213k | $7.5M | 100% | Mar 2026 |
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| Pinney & Scofield | 208k | $7.3M | 6% | Mar 2026 |
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| Gradient Capital Advisors | 204k | $7.1M | 3% | Mar 2026 |
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| Moneta Group Investment Advisors | 203k | $7.1M | 5% | Mar 2026 |
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| Collective Family Office | 202k | $7.1M | -1% | Mar 2026 |
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| Stifel Financial | 192k | $6.7M | -1% | Mar 2026 |
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| Foundry Financial | 192k | $6.7M | 100% | Mar 2026 |
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| Vantage Point Financial | 187k | $6.5M | -1% | Mar 2026 |
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| Pillar Financial Advisors | 185k | $6.5M | 3% | Mar 2026 |
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| Hippocratic Financial Advisors | 185k | $6.5M | 3% | Mar 2026 |
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| Strathmore Capital Advisors | 184k | $6.8M | 12% | Mar 2026 |
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| Lantz Financial | 177k | $6.2M | 13% | Mar 2026 |
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| Acorn Wealth Advisors | 177k | $6.2M | 16% | Mar 2026 |
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| Phillips Financial Management | 176k | $6.2M | -2% | Mar 2026 |
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| Client 1st Advisory Group | 171k | $6.0M | 21% | Mar 2026 |
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| XY Planning Network | 169k | $5.9M | 20% | Mar 2026 |
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| B&D White Capital Company | 165k | $5.8M | 5% | Mar 2026 |
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| Cogent Strategic Wealth | 160k | $5.6M | 16% | Mar 2026 |
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| Aviance Capital Partners | 159k | $5.6M | 17% | Mar 2026 |
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| Jones Financial Companies, L.L | 157k | $5.2M | 23% | Dec 2025 |
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| American Investment Services | 155k | $5.4M | 2% | Mar 2026 |
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| Burk Holdings | 153k | $5.4M | 0% | Mar 2026 |
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| Marquette Asset Management | 153k | $5.4M | 0% | Mar 2026 |
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| Goldman Sachs Group | 152k | $5.3M | 100% | Mar 2026 |
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| Richardson Capital Management | 147k | $5.1M | 7523% | Mar 2026 |
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| Kane Co Wealth Management | 145k | $5.1M | 6% | Mar 2026 |
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| Forum Financial Management | 144k | $5.0M | 2% | Mar 2026 |
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| Pettinga Financial Advisors | 86k | $3.0M | -44% | Mar 2026 |
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| Total Wealth Planning | 33k | $1.1M | -94% | Dec 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 980k | $34M |
| Jpmorgan Chase & Co | Sep 2025 | 391k | $12M |
| Two Sigma Investments | Dec 2025 | 286k | $9.4M |
| Seven Mile Advisory | Dec 2025 | 185k | $6.1M |