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 | 9.4M | $264M | 16% | Mar 2025 |
|
| JMG Financial Group | 5.8M | $164M | 7% | Mar 2025 |
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| CI Private Wealth | 5.0M | $142M | 27% | Mar 2025 |
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| Mather Group | 5.0M | $141M | 20% | Mar 2025 |
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| Pathstone Holdings | 3.3M | $92M | 6% | Mar 2025 |
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| Modera Wealth Management | 2.9M | $83M | 2% | Mar 2025 |
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| Comprehensive Portfolio Management | 2.5M | $69M | 16% | Mar 2025 |
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| Colony | 2.3M | $64M | 14% | Mar 2025 |
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| EP Wealth Advisors | 2.0M | $57M | -6% | Mar 2025 |
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| Index Fund Advisors | 2.0M | $55M | 3% | Mar 2025 |
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| Arista Wealth Management | 1.8M | $50M | 4% | Mar 2025 |
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| LPL Financial | 1.5M | $41M | 20% | Mar 2025 |
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| Raymond James Financial | 1.4M | $39M | 14% | Mar 2025 |
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| Root Financial Partners | 1.3M | $37M | -12% | Mar 2025 |
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| Cable Hill Partners | 1.3M | $34M | 5% | Mar 2025 |
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| Burns Wealth Management | 1.3M | $35M | 17% | Mar 2025 |
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| DiNuzzo Private Wealth | 1.2M | $35M | 1% | Mar 2025 |
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| Envestnet Asset Management | 1.2M | $33M | 14% | Mar 2025 |
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| Truepoint | 988k | $28M | 56% | Mar 2025 |
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| Buckingham Strategic Partners | 981k | $28M | 36% | Mar 2025 |
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| Northern Trust | 980k | $28M | 59% | Mar 2025 |
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| HPM Partners | 933k | $26M | 18% | Mar 2025 |
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| Mosaic Family Wealth Partners | 926k | $26M | 7% | Mar 2025 |
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| Advisor Group Holdings | 903k | $25M | 47% | Mar 2025 |
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| Commonwealth Equity Services | 898k | $25M | 5% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 896k | $28M | 14% | Jun 2025 |
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| Jackson Thornton Asset Management | 895k | $23M | 1% | Mar 2025 |
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| Evanson Asset Management | 894k | $25M | 1% | Mar 2025 |
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| Goss Wealth Management | 881k | $25M | -13% | Mar 2025 |
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| Stordahl Capital Management | 872k | $25M | 4% | Mar 2025 |
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| Equita Financial Network | 870k | $25M | 11% | Mar 2025 |
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| Seaside Wealth Management | 833k | $25M | 6% | Jun 2025 |
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| United Wealth Management | 805k | $23M | 14% | Mar 2025 |
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| Creative Planning | 750k | $21M | 46% | Mar 2025 |
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| Jentner | 748k | $21M | 0% | Mar 2025 |
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| Leading Edge Financial Planning | 747k | $21M | 10% | Mar 2025 |
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| von Borstel & Associates | 726k | $20M | 41% | Mar 2025 |
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| Zhang Financial | 698k | $20M | 5% | Mar 2025 |
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| Hassell Wealth Management | 685k | $18M | 7% | Mar 2025 |
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| Retirement Solution | 619k | $17M | -1% | Mar 2025 |
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| Integrity Alliance | 592k | $17M | 100% | Mar 2025 |
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| Integris Wealth Management | 561k | $16M | 4% | Mar 2025 |
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| Alpha Financial Advisors | 521k | $15M | -29% | Mar 2025 |
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| Krilogy Financial | 519k | $15M | 11% | Jun 2025 |
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| Chicago Partners Investment | 502k | $14M | -1% | Mar 2025 |
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| Royal Bank of Canada | 490k | $14M | 28% | Mar 2025 |
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| RFG Advisory | 480k | $14M | 100% | Mar 2025 |
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| Waterway Wealth Management | 479k | $14M | 0% | Mar 2025 |
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| Geneos Wealth Management | 469k | $13M | 0% | Mar 2025 |
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| Resources Investment Advisors | 450k | $13M | 16% | Mar 2025 |
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| Hanson McClain Advisors | 449k | $12M | 36% | Mar 2025 |
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| Diversified Portfolios | 444k | $13M | 17% | Mar 2025 |
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| HighTower Advisors | 440k | $12M | 6% | Mar 2025 |
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| Physician Wealth Solutions | 440k | $12M | -3% | Mar 2025 |
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| Wealth Dimensions Group | 437k | $12M | 14% | Mar 2025 |
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| Wealth Advisors Northwest | 429k | $12M | 21% | Mar 2025 |
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| Trust Co of the South | 429k | $13M | 26% | Jun 2025 |
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| Total Wealth Planning | 409k | $12M | 7% | Mar 2025 |
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| Grunden Financial Advisory | 407k | $12M | -2% | Mar 2025 |
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| Private Wealth Management Group | 397k | $11M | -3% | Mar 2025 |
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| Perigon Wealth Management | 388k | $11M | 5% | Mar 2025 |
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| Well Done | 384k | $12M | 0% | Mar 2025 |
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| Oceanside Advisors | 379k | $11M | 5% | Mar 2025 |
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| Clarity Wealth Development | 364k | $9.7M | 9% | Mar 2025 |
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| CWM | 348k | $9.8M | 292% | Mar 2025 |
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| Jpmorgan Chase & Co | 330k | $9.3M | 10% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 330k | $9.3M | -5% | Mar 2025 |
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| Betterment | 322k | $9.1M | 173% | Mar 2025 |
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| Pinnacle Wealth Management Advisory | 321k | $9.0M | 5% | Mar 2025 |
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| Gail Mannix | 321k | $9.0M | 5% | Mar 2025 |
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| Financial Architects | 309k | $8.7M | 15% | Mar 2025 |
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| RCS Financial Planning | 302k | $8.5M | 3% | Mar 2025 |
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| Timonier Family Office | 302k | $8.5M | 33% | Mar 2025 |
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| Mariner Wealth Advisors | 298k | $8.4M | 7% | Mar 2025 |
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| AdvisorNet Financial | 294k | $8.3M | 6% | Mar 2025 |
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| Eqis Capital Management | 294k | $8.3M | 0% | Mar 2025 |
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| Abel Hall | 289k | $8.1M | 10% | Mar 2025 |
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| BOS Asset Management | 275k | $7.7M | 10% | Mar 2025 |
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| Cahill Wealth Management | 274k | $7.7M | 2% | Mar 2025 |
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| Aspen Capital Management | 272k | $7.7M | 100% | Mar 2025 |
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| Honkamp Krueger Financial Services | 272k | $7.6M | 1226% | Mar 2025 |
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| Navigoe | 271k | $7.6M | 36% | Mar 2025 |
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| Avant Financial Advisors | 268k | $7.5M | 4% | Mar 2025 |
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| Yeomans Consulting Group | 264k | $7.4M | 7% | Mar 2025 |
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| Ballentine Capital Advisors | 262k | $7.4M | 3% | Mar 2025 |
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| Lantz Financial | 236k | $6.6M | 11% | Mar 2025 |
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| Sterling Financial Planning | 233k | $6.6M | 14% | Mar 2025 |
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| Strategic Investment Solutions | 222k | $6.3M | -18% | Mar 2025 |
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| Kovitz Investment Group Partners | 217k | $6.1M | 44% | Mar 2025 |
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| Eq Wealth Advisors | 215k | $6.1M | 21% | Mar 2025 |
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| McIlrath & Eck | 211k | $5.9M | 9% | Mar 2025 |
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| Foundation Wealth Management | 209k | $5.9M | 100% | Mar 2025 |
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| Keb Asset Management | 208k | $5.8M | 70% | Mar 2025 |
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| Collective Family Office | 205k | $6.0M | 53% | Jun 2025 |
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| PBMares Wealth Management | 203k | $5.7M | 5% | Mar 2025 |
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| Aveo Capital Partners | 199k | $5.4M | 6% | Mar 2025 |
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| Tortoise Investment Management | 197k | $5.5M | 17% | Mar 2025 |
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| Stifel Financial | 195k | $5.5M | 67% | Mar 2025 |
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| Scratch Capital | 189k | $5.3M | 474% | Mar 2025 |
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| Hippocratic Financial Advisors | 174k | $4.9M | 100% | Mar 2025 |
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| Phillips Financial Management | 173k | $4.9M | 2% | Mar 2025 |
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| Farther Finance Advisors | 170k | $4.8M | 49% | Mar 2025 |
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| Corrigan Financial | 162k | $4.6M | 25% | Mar 2025 |
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| Ancora Advisors | 159k | $4.5M | 12% | Mar 2025 |
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| Keyvantage Wealth | 158k | $4.5M | 100% | Mar 2025 |
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| Schoolcraft Capital | 157k | $4.4M | 10% | Mar 2025 |
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| Vantage Point Financial | 153k | $4.3M | 19% | Mar 2025 |
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| Efficient Frontier Advisors | 152k | $4.5M | 2% | Jun 2025 |
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| Vestia Personal Wealth Advisors | 150k | $4.2M | 30% | Mar 2025 |
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| Discipline Wealth Solutions | 143k | $4.2M | 13% | Jun 2025 |
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| Pillar Financial Advisors | 141k | $4.0M | 15% | Mar 2025 |
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| Pinney & Scofield | 140k | $3.9M | 32% | Mar 2025 |
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| Gradient Capital Advisors | 139k | $3.9M | 21% | Mar 2025 |
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| Krasney Financial | 139k | $3.9M | -16% | Mar 2025 |
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| Fermata Advisors | 137k | $4.0M | 1% | Jun 2025 |
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| American Investment Services | 134k | $3.8M | 19% | Mar 2025 |
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| Quent Capital | 130k | $3.7M | 35% | Mar 2025 |
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| Cambridge Investment Research Advisors | 127k | $3.6M | -12% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 126k | $3.6M | -22% | Mar 2025 |
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| Plan | 125k | $3.5M | 100% | Mar 2025 |
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| Strathmore Capital Advisors | 124k | $3.8M | 11% | Jun 2025 |
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| BetterWealth | 122k | $3.4M | -48% | Mar 2025 |
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| Pettinga Financial Advisors | 120k | $3.4M | -4% | Mar 2025 |
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| Disciplined Investors | 117k | $3.3M | 2% | Mar 2025 |
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| Cravens & Co Advisors | 117k | $3.3M | 3% | Mar 2025 |
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| Wealthcare Advisory Partners | 113k | $3.2M | 141% | Mar 2025 |
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| Aviance Capital Partners | 111k | $3.1M | 0% | Mar 2025 |
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| Tru Independence Asset Management 2 | 108k | $3.0M | -6% | Mar 2025 |
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| Goldman Sachs Group | 107k | $3.0M | 53% | Mar 2025 |
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| Lam Group | 105k | $3.1M | 2% | Jun 2025 |
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| Evensky & Katz | 103k | $2.9M | 81% | Mar 2025 |
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| Advisory Alpha | 103k | $2.9M | 50% | Mar 2025 |
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| Melfa Wealth Management | 102k | $2.9M | 5% | Mar 2025 |
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| Branch Banking & Trust Company | 100k | $2.8M | 45% | Mar 2025 |
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| Hill Investment Group Partners | 98k | $2.8M | -59% | Mar 2025 |
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| SNS Financial | 96k | $2.7M | 21% | Mar 2025 |
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| W.H. Cornerstone Investments | 94k | $2.7M | 59% | Mar 2025 |
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| SC&H Financial Advisors | 94k | $2.7M | 8% | Mar 2025 |
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| Level Financial Advisors | 92k | $2.6M | 13% | Mar 2025 |
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| Dopkins Wealth Management | 92k | $2.6M | 9% | Mar 2025 |
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| Putnam Fl Investment Management | 92k | $2.6M | -52% | Mar 2025 |
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| Integrated Wealth Concepts | 90k | $2.5M | 1% | Mar 2025 |
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| Quantum Financial Advisors | 89k | $2.5M | -20% | Mar 2025 |
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| Financial Symmetry | 88k | $2.5M | 5% | Mar 2025 |
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| Jones Financial Companies, L.L | 85k | $2.4M | 42% | Mar 2025 |
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| Client 1st Advisory Group | 84k | $2.4M | 76% | Mar 2025 |
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| Martin Worley Group | 84k | $2.4M | 16% | Mar 2025 |
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| Two West Capital Advisors | 83k | $2.1M | 8% | Mar 2025 |
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| Vannoy Advisory Group | 83k | $2.3M | 1% | Mar 2025 |
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| Ronald Blue Trust | 82k | $2.3M | -2% | Mar 2025 |
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| Advyzon Investment Management | 74k | $2.1M | -15% | Mar 2025 |
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| Hemington Wealth Management | 55k | $1.6M | -63% | Mar 2025 |
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| Essential Planning | 12k | $347k | -99% | Mar 2025 |
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| Greenline Partners | 607.00 | $17k | -100% | Mar 2025 |
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