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 | 25M | $976M | 32% | Jun 2026 |
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| Mather Group | 6.6M | $257M | 1% | Jun 2026 |
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| JMG Financial Group | 6.3M | $245M | 2% | Jun 2026 |
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| Colony | 4.7M | $182M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 4.7M | $182M | 21% | Jun 2026 |
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| HPM Partners | 4.5M | $173M | 4% | Jun 2026 |
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| Comprehensive Portfolio Management | 4.1M | $158M | 5% | Jun 2026 |
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| CI Private Wealth | 3.2M | $126M | -56% | Jun 2026 |
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| Modera Wealth Management | 2.9M | $114M | 7% | Jun 2026 |
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| Index Fund Advisors | 2.8M | $110M | 3% | Jun 2026 |
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| Burns Wealth Management | 2.8M | $98M | 35% | Mar 2026 |
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| Pathstone Holdings | 2.7M | $104M | -3% | Jun 2026 |
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| Envestnet Asset Management | 2.4M | $92M | 4% | Jun 2026 |
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| LPL Financial | 2.4M | $92M | 7% | Jun 2026 |
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| Buckingham Strategic Partners | 2.2M | $86M | 6% | Jun 2026 |
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| Creative Planning | 2.2M | $85M | -1% | Jun 2026 |
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| Arista Wealth Management | 2.2M | $84M | 2% | Jun 2026 |
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| Raymond James Financial | 2.0M | $76M | 1% | Jun 2026 |
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| Bank of America Corporation | 1.7M | $66M | 8% | Jun 2026 |
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| Vestmark Advisory Solutions | 1.5M | $58M | 0% | Jun 2026 |
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| EP Wealth Advisors | 1.3M | $52M | -6% | Jun 2026 |
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| DiNuzzo Private Wealth | 1.3M | $51M | -3% | Jun 2026 |
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| Truepoint | 1.2M | $46M | -11% | Jun 2026 |
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| Evanson Financial | 1.2M | $45M | 100% | Jun 2026 |
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| Coldstream Capital Management | 1.1M | $44M | -49% | Jun 2026 |
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| Evanson Asset Management | 1.1M | $39M | 9% | Mar 2026 |
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| Mosaic Family Wealth Partners | 1.0M | $40M | 3% | Jun 2026 |
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| Leading Edge Financial Planning | 1.0M | $40M | 6% | Jun 2026 |
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| Bank Of Montreal | 991k | $35M | 100% | Mar 2026 |
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| Advisor Group Holdings | 969k | $38M | 24% | Jun 2026 |
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| Integrity Advisory Solutions | 940k | $37M | 9% | Jun 2026 |
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| Harbour Investments | 930k | $36M | 7% | Jun 2026 |
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| Elser Financial Planning | 924k | $36M | 1% | Jun 2026 |
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| Seaside Wealth Management | 923k | $36M | 2% | Jun 2026 |
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| Stordahl Capital Management | 914k | $35M | 0% | Jun 2026 |
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| Northern Trust | 906k | $35M | 7% | Jun 2026 |
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| United Wealth Management | 904k | $35M | 1% | Jun 2026 |
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| Jackson Thornton Asset Management | 873k | $34M | 2% | Jun 2026 |
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| Beacon Pointe Advisors | 848k | $33M | 4% | Jun 2026 |
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| von Borstel & Associates | 839k | $33M | 1% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 827k | $32M | 100% | Jun 2026 |
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| HighTower Advisors | 806k | $31M | 2% | Jun 2026 |
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| Hassell Wealth Management | 771k | $29M | 1% | Jun 2026 |
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| Zhang Financial | 751k | $29M | 7% | Jun 2026 |
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| Diversified Portfolios | 735k | $29M | 6% | Jun 2026 |
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| Rather & Kittrell | 719k | $28M | 4% | Jun 2026 |
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| Sequoia Financial Advisors | 715k | $28M | -2% | Jun 2026 |
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| Park Avenue Securities | 714k | $28M | 6% | Jun 2026 |
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| Integrity Alliance | 705k | $27M | 0% | Jun 2026 |
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| Resources Investment Advisors | 666k | $26M | 6% | Jun 2026 |
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| Retirement Solution | 658k | $26M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 645k | $25M | -1% | Jun 2026 |
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| Clune & Associates | 635k | $25M | 82% | Jun 2026 |
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| CWM | 621k | $22M | 13% | Mar 2026 |
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| Chicago Partners Investment | 595k | $23M | 4% | Jun 2026 |
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| Wealth Dimensions Group | 587k | $23M | 1% | Jun 2026 |
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| Integris Wealth Management | 586k | $23M | -2% | Jun 2026 |
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| Safeguard Investment Advisory Group | 584k | $23M | -4% | Jun 2026 |
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| Wealth Advisors Northwest | 565k | $22M | 3% | Jun 2026 |
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| Krilogy Financial | 563k | $22M | 1% | Jun 2026 |
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| Perigon Wealth Management | 539k | $21M | 11% | Jun 2026 |
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| Alpha Financial Advisors | 516k | $20M | 0% | Jun 2026 |
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| Royal Bank of Canada | 512k | $20M | -24% | Jun 2026 |
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| Clarity Wealth Development | 512k | $20M | 7% | Jun 2026 |
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| Equita Financial Network | 506k | $20M | 1% | Jun 2026 |
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| Foundation Wealth Management | 503k | $20M | 8% | Jun 2026 |
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| Farther Finance Advisors | 500k | $19M | 9% | Jun 2026 |
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| Geneos Wealth Management | 492k | $19M | 1% | Jun 2026 |
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| Goss Wealth Management | 486k | $19M | -4% | Jun 2026 |
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| Apella Capital | 484k | $19M | 13% | Jun 2026 |
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| Betterment | 465k | $18M | 4% | Jun 2026 |
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| Mariner Wealth Advisors | 463k | $18M | 6% | Jun 2026 |
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| Tobias Financial Advisors | 461k | $18M | 3% | Jun 2026 |
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| Well Done | 458k | $18M | -2% | Jun 2026 |
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| Rockefeller Capital Management | 447k | $17M | -1% | Jun 2026 |
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| Action Point Financial Planning | 443k | $17M | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 438k | $17M | 100% | Jun 2026 |
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| Timonier Family Office | 436k | $17M | 1% | Jun 2026 |
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| Scratch Capital | 433k | $17M | 7% | Jun 2026 |
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| Hanson McClain Advisors | 426k | $17M | -51% | Jun 2026 |
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| Oceanside Advisors | 423k | $16M | 2% | Jun 2026 |
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| Parkwoods Wealth Partners | 414k | $16M | 31% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 412k | $16M | 20% | Jun 2026 |
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| Physician Wealth Solutions | 411k | $16M | -2% | Jun 2026 |
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| Trust Co of the South | 402k | $16M | -10% | Jun 2026 |
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| Honkamp Krueger Financial Services | 393k | $15M | -5% | Jun 2026 |
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| Greenline Partners | 388k | $15M | 0% | Jun 2026 |
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| Cardiff Park Advisors | 386k | $15M | 0% | Jun 2026 |
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| RFG Advisory | 374k | $15M | 2% | Jun 2026 |
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| Navigoe | 373k | $15M | 2% | Jun 2026 |
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| Mml Investors Services | 369k | $14M | 13% | Jun 2026 |
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| Avant Financial Advisors | 362k | $14M | 9% | Jun 2026 |
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| AdvisorNet Financial | 349k | $14M | 4% | Jun 2026 |
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| Kestra Advisory Services | 348k | $14M | 4% | Jun 2026 |
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| Keb Asset Management | 342k | $13M | 0% | Jun 2026 |
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| McIlrath & Eck | 339k | $12M | 7% | Mar 2026 |
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| Abel Hall | 336k | $13M | 3% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 335k | $13M | 11% | Jun 2026 |
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| Plan | 327k | $13M | 0% | Jun 2026 |
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| Private Wealth Management Group | 322k | $13M | -5% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 321k | $13M | 1% | Jun 2026 |
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| Financial Architects | 320k | $12M | 1% | Jun 2026 |
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| BOS Asset Management | 314k | $12M | 1% | Jun 2026 |
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| Gail Mannix | 312k | $12M | -2% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 312k | $12M | -2% | Jun 2026 |
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| RCS Financial Planning | 302k | $12M | 2% | Jun 2026 |
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| Ubs Global Asset Management Americas | 299k | $12M | 0% | Jun 2026 |
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| Ballentine Capital Advisors | 297k | $12M | 1% | Jun 2026 |
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| Aspen Capital Management | 296k | $12M | 5% | Jun 2026 |
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| Tortoise Investment Management | 292k | $11M | 1% | Jun 2026 |
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| Sterling Financial Planning | 292k | $11M | 1% | Jun 2026 |
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| Waterford Advisors | 289k | $11M | 1% | Jun 2026 |
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| Root Financial Partners | 288k | $11M | -45% | Jun 2026 |
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| Branch Banking & Trust Company | 287k | $11M | 280% | Jun 2026 |
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| Cambridge Investment Research Advisors | 284k | $11M | -2% | Jun 2026 |
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| CSP Financial Group | 282k | $11M | 6% | Jun 2026 |
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| Sentinel Wealth Management | 276k | $11M | 2% | Jun 2026 |
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| Discipline Wealth Solutions | 271k | $11M | 23% | Jun 2026 |
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| Eqis Capital Management | 270k | $11M | -6% | Jun 2026 |
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| Jones Financial Companies, L.L | 265k | $10M | 31% | Jun 2026 |
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| Navigate Wealth Management | 257k | $10M | 10% | Jun 2026 |
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| TCI Wealth Advisors | 256k | $9.9M | -2% | Jun 2026 |
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| CLS Investments | 254k | $9.8M | 5% | Jun 2026 |
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| Vise Technologies | 242k | $9.4M | -47% | Jun 2026 |
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| McLean Asset Management Corp | 242k | $9.6M | 2% | Jun 2026 |
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| Advisory Alpha | 238k | $9.2M | 7% | Jun 2026 |
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| Ancora Advisors | 235k | $9.1M | 9% | Jun 2026 |
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| Foundry Financial | 218k | $8.5M | 14% | Jun 2026 |
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| Susquehanna International | 216k | $8.4M | 100% | Jun 2026 |
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| Eq Wealth Advisors | 215k | $8.3M | -4% | Jun 2026 |
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| Moneta Group Investment Advisors | 215k | $8.3M | 5% | Jun 2026 |
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| Strathmore Capital Advisors | 211k | $8.3M | 15% | Jun 2026 |
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| Gradient Capital Advisors | 210k | $8.1M | 3% | Jun 2026 |
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| AA Financial Advisors | 209k | $8.1M | -2% | Jun 2026 |
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| Pinney & Scofield | 206k | $8.0M | -1% | Jun 2026 |
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| Collective Family Office | 205k | $7.9M | 1% | Jun 2026 |
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| Vantage Point Financial | 204k | $7.9M | 10% | Jun 2026 |
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| Acorn Wealth Advisors | 202k | $7.8M | 15% | Jun 2026 |
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| Stifel Financial | 201k | $7.8M | 5% | Jun 2026 |
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| Pillar Financial Advisors | 194k | $7.5M | 5% | Jun 2026 |
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| Lantz Financial | 192k | $7.4M | 9% | Jun 2026 |
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| B&D White Capital Company | 190k | $7.4M | 15% | Jun 2026 |
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| Hippocratic Financial Advisors | 189k | $7.3M | 3% | Jun 2026 |
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| Client 1st Advisory Group | 185k | $7.2M | 9% | Jun 2026 |
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| BIP Wealth | 184k | $7.1M | 45% | Jun 2026 |
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| Sontag Advisory | 184k | $7.1M | 683% | Jun 2026 |
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| XY Planning Network | 171k | $6.6M | 1% | Jun 2026 |
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| Phillips Financial Management | 170k | $6.6M | -3% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 166k | $6.5M | 11% | Jun 2026 |
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| Aviance Capital Partners | 166k | $6.4M | 5% | Jun 2026 |
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