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 | 13M | $427M | 14% | Sep 2025 |
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| Mather Group | 6.6M | $218M | 2% | Dec 2025 |
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| JMG Financial Group | 5.8M | $192M | 4% | Dec 2025 |
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| CI Private Wealth | 5.1M | $164M | -11% | Sep 2025 |
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| Comprehensive Portfolio Management | 3.6M | $119M | 5% | Dec 2025 |
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| Colony | 3.6M | $114M | 13% | Sep 2025 |
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| HPM Partners | 3.5M | $110M | 14% | Sep 2025 |
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| Pathstone Holdings | 2.7M | $87M | 1% | Sep 2025 |
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| Modera Wealth Management | 2.7M | $88M | 5% | Dec 2025 |
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| Index Fund Advisors | 2.6M | $84M | 5% | Dec 2025 |
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| Coldstream Capital Management | 2.3M | $72M | 70% | Sep 2025 |
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| Cetera Investment Advisers | 2.1M | $67M | 100% | Sep 2025 |
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| Arista Wealth Management | 2.1M | $68M | 5% | Dec 2025 |
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| Burns Wealth Management | 2.1M | $68M | 28% | Dec 2025 |
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| Envestnet Asset Management | 2.0M | $64M | 63% | Sep 2025 |
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| Creative Planning | 2.0M | $63M | 42% | Sep 2025 |
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| Raymond James Financial | 1.8M | $56M | 20% | Sep 2025 |
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| LPL Financial | 1.6M | $49M | 5% | Sep 2025 |
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| Buckingham Strategic Partners | 1.5M | $49M | -8% | Sep 2025 |
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| Vestmark Advisory Solutions | 1.4M | $47M | 4% | Dec 2025 |
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| DiNuzzo Private Wealth | 1.4M | $45M | -1% | Dec 2025 |
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| Truepoint | 1.4M | $43M | -2% | Sep 2025 |
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| Beacon Pointe Advisors | 1.1M | $35M | 433% | Sep 2025 |
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| Evanson Asset Management | 1.0M | $34M | 8% | Dec 2025 |
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| Mosaic Family Wealth Partners | 984k | $32M | -2% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 980k | $34M | -2% | Dec 2025 |
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| Advisor Group Holdings | 962k | $31M | 10% | Sep 2025 |
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| Stordahl Capital Management | 931k | $31M | 1% | Dec 2025 |
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| Leading Edge Financial Planning | 924k | $30M | 8% | Dec 2025 |
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| Jackson Thornton Asset Management | 903k | $31M | 0% | Dec 2025 |
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| HighTower Advisors | 880k | $28M | 5% | Sep 2025 |
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| United Wealth Management | 852k | $27M | 1% | Sep 2025 |
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| Seaside Wealth Management | 845k | $27M | 1% | Sep 2025 |
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| von Borstel & Associates | 822k | $26M | -1% | Sep 2025 |
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| Integrity Advisory Solutions | 796k | $26M | 100% | Dec 2025 |
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| Hassell Wealth Management | 752k | $26M | 1% | Dec 2025 |
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| Goss Wealth Management | 728k | $23M | -12% | Sep 2025 |
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| Integrity Alliance | 696k | $23M | 9% | Dec 2025 |
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| Safeguard Investment Advisory Group | 691k | $22M | -7% | Sep 2025 |
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| Rather & Kittrell | 681k | $22M | 5% | Dec 2025 |
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| Northern Trust | 662k | $21M | -14% | Sep 2025 |
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| Retirement Solution | 653k | $22M | 3% | Dec 2025 |
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| Zhang Financial | 629k | $20M | 0% | Sep 2025 |
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| Root Financial Partners | 618k | $20M | -30% | Dec 2025 |
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| Integris Wealth Management | 608k | $20M | 6% | Dec 2025 |
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| Resources Investment Advisors | 601k | $20M | 24% | Dec 2025 |
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| Diversified Portfolios | 592k | $19M | 11% | Sep 2025 |
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| Equita Financial Network | 591k | $19M | 6% | Dec 2025 |
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| Park Avenue Securities | 576k | $19M | 3% | Dec 2025 |
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| Krilogy Financial | 568k | $20M | 2% | Dec 2025 |
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| Wealth Dimensions Group | 556k | $18M | 11% | Dec 2025 |
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| Chicago Partners Investment | 555k | $20M | 2% | Dec 2025 |
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| CWM | 551k | $18M | 491% | Dec 2025 |
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| Commonwealth Equity Services | 545k | $17M | -30% | Sep 2025 |
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| Royal Bank of Canada | 532k | $17M | -1% | Sep 2025 |
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| Alpha Financial Advisors | 530k | $17M | 7% | Dec 2025 |
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| Wealth Advisors Northwest | 525k | $17M | 4% | Dec 2025 |
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| Total Wealth Planning | 510k | $16M | 2% | Sep 2025 |
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| Geneos Wealth Management | 493k | $16M | 2% | Dec 2025 |
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| Kovitz Investment Group Partners | 481k | $15M | 0% | Sep 2025 |
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| Grunden Financial Advisory | 464k | $15M | 3% | Dec 2025 |
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| Perigon Wealth Management | 458k | $15M | 4% | Dec 2025 |
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| Trust Co of the South | 446k | $15M | 1% | Dec 2025 |
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| Hanson McClain Advisors | 438k | $14M | -3% | Sep 2025 |
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| Timonier Family Office | 431k | $14M | 7% | Dec 2025 |
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| Well Done | 429k | $14M | -2% | Dec 2025 |
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| Physician Wealth Solutions | 428k | $14M | -1% | Dec 2025 |
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| Betterment | 426k | $14M | 7% | Sep 2025 |
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| Honkamp Krueger Financial Services | 420k | $13M | -2% | Sep 2025 |
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| Farther Finance Advisors | 406k | $13M | 53% | Dec 2025 |
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| Oceanside Advisors | 405k | $13M | 1% | Dec 2025 |
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| Clarity Wealth Development | 404k | $13M | 6% | Sep 2025 |
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| Foundation Wealth Management | 400k | $13M | 20% | Dec 2025 |
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| Cardiff Park Advisors | 392k | $13M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 391k | $12M | 100% | Sep 2025 |
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| Greenline Partners | 387k | $12M | 2% | Sep 2025 |
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| Scratch Capital | 376k | $12M | 7% | Dec 2025 |
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| Private Wealth Management Group | 371k | $12M | -6% | Dec 2025 |
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| Mariner Wealth Advisors | 365k | $12M | 1% | Sep 2025 |
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| Tobias Financial Advisors | 364k | $12M | 25% | Sep 2025 |
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| Navigoe | 354k | $11M | 9% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 343k | $11M | 19% | Dec 2025 |
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| RFG Advisory | 343k | $11M | 4% | Sep 2025 |
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| Keb Asset Management | 336k | $11M | 1% | Dec 2025 |
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| Financial Engines Advisors L.L.C | 331k | $11M | 5% | Sep 2025 |
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| Pinnacle Wealth Management Advisory | 329k | $11M | 0% | Dec 2025 |
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| Gail Mannix | 329k | $11M | 0% | Sep 2025 |
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| Kestra Advisory Services | 322k | $11M | 2% | Dec 2025 |
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| Financial Architects | 321k | $11M | 5% | Dec 2025 |
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| BOS Asset Management | 316k | $10M | 7% | Dec 2025 |
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| AdvisorNet Financial | 315k | $10M | 1% | Sep 2025 |
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| Avant Financial Advisors | 315k | $10M | -4% | Dec 2025 |
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| Abel Hall | 307k | $9.8M | 10% | Sep 2025 |
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| Eqis Capital Management | 307k | $10M | -3% | Dec 2025 |
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| PBMares Wealth Management | 305k | $9.7M | 19% | Sep 2025 |
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| Plan | 304k | $9.7M | 6% | Sep 2025 |
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| CLS Investments | 299k | $9.5M | 4% | Sep 2025 |
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| RCS Financial Planning | 293k | $9.6M | -5% | Dec 2025 |
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| Ballentine Capital Advisors | 288k | $9.5M | 5% | Dec 2025 |
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| Sterling Financial Planning | 287k | $9.4M | 2% | Dec 2025 |
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| Vestia Personal Wealth Advisors | 280k | $9.9M | 21% | Dec 2025 |
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| Tortoise Investment Management | 280k | $9.2M | 6% | Dec 2025 |
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| Aspen Capital Management | 276k | $9.1M | 6% | Dec 2025 |
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| McIlrath & Eck | 272k | $8.7M | 13% | Sep 2025 |
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| TCI Wealth Advisors | 260k | $8.6M | -2% | Dec 2025 |
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| Sentinel Wealth Management | 255k | $8.4M | 7% | Dec 2025 |
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| Mml Investors Services | 251k | $8.0M | 436% | Sep 2025 |
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| Cambridge Investment Research Advisors | 237k | $7.8M | 12% | Dec 2025 |
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| Eq Wealth Advisors | 222k | $7.3M | -4% | Dec 2025 |
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| Parkwoods Wealth Partners | 208k | $6.8M | 40% | Dec 2025 |
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| Collective Family Office | 204k | $6.7M | -2% | Dec 2025 |
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| McLean Asset Management Corp | 202k | $7.0M | 92% | Dec 2025 |
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| Gradient Capital Advisors | 198k | $6.5M | 10% | Dec 2025 |
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| Stifel Financial | 192k | $6.1M | 3% | Sep 2025 |
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| Pinney & Scofield | 189k | $6.0M | 18% | Sep 2025 |
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| Vantage Point Financial | 189k | $6.2M | 14% | Dec 2025 |
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| Discipline Wealth Solutions | 187k | $6.2M | 21% | Dec 2025 |
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| Seven Mile Advisory | 187k | $5.9M | 100% | Sep 2025 |
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| Moneta Group Investment Advisors | 184k | $5.9M | 100% | Sep 2025 |
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| Hippocratic Financial Advisors | 180k | $5.9M | 3% | Dec 2025 |
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| Pillar Financial Advisors | 180k | $5.9M | 6% | Dec 2025 |
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| Phillips Financial Management | 179k | $5.9M | -3% | Dec 2025 |
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| Pettinga Financial Advisors | 177k | $5.6M | 14% | Sep 2025 |
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| Ancora Advisors | 173k | $5.5M | 1% | Sep 2025 |
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| Keyvantage Wealth | 173k | $5.5M | 1% | Sep 2025 |
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| Lantz Financial | 157k | $5.1M | 13% | Dec 2025 |
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| Marquette Asset Management | 153k | $5.0M | -1% | Dec 2025 |
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| Burk Holdings | 152k | $4.8M | 1% | Sep 2025 |
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| American Investment Services | 147k | $4.7M | 8% | Sep 2025 |
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| XY Planning Network | 141k | $4.6M | -1% | Dec 2025 |
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| Client 1st Advisory Group | 141k | $4.6M | 17% | Dec 2025 |
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| Forum Financial Management | 141k | $4.6M | -1% | Dec 2025 |
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| Fermata Advisors | 140k | $4.6M | 5% | Dec 2025 |
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| Wealthcare Advisory Partners | 139k | $4.6M | 7% | Dec 2025 |
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| Kane Co Wealth Management | 138k | $4.5M | 100% | Dec 2025 |
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| Cravens & Co Advisors | 136k | $4.7M | 0% | Dec 2025 |
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| Aviance Capital Partners | 136k | $4.5M | 0% | Dec 2025 |
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| Hill Investment Group Partners | 135k | $4.3M | 0% | Sep 2025 |
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| Sequoia Financial Advisors | 132k | $4.2M | 356% | Sep 2025 |
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| Strathmore Capital Advisors | 131k | $4.2M | 6% | Sep 2025 |
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| Schoolcraft Capital | 130k | $4.1M | -2% | Sep 2025 |
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| Advisory Alpha | 128k | $4.2M | 6% | Dec 2025 |
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| Jones Financial Companies, L.L | 128k | $4.1M | 6% | Sep 2025 |
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| Quantum Financial Advisors | 126k | $4.2M | 10% | Dec 2025 |
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| Level Financial Advisors | 126k | $4.1M | 16% | Dec 2025 |
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| Two Sigma Investments | 124k | $4.0M | 100% | Sep 2025 |
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| V2 Financial group | 124k | $4.1M | 66% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 123k | $4.0M | 100% | Dec 2025 |
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| Summit Wealth Group | 123k | $3.9M | 5% | Sep 2025 |
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| Krasney Financial | 122k | $4.0M | -2% | Dec 2025 |
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| Waterway Wealth Management | 47k | $1.5M | -91% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mach-1 Financial Group | Sep 2025 | 716k | $23M |
| My Personal CFO | Sep 2025 | 334k | $11M |