Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFVX
- CUSIP Number: 25434v641
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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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory | 4.4M | $357M | 3% | Mar 2026 |
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| Wealthquest | 269k | $20M | -35% | Mar 2026 |
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| Curio Wealth | 116k | $8.6M | 10% | Mar 2026 |
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| Chicago Partners Investment | 95k | $7.5M | 4% | Mar 2026 |
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| Elite Life Management | 82k | $6.6M | 4% | Mar 2026 |
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| Frank. Day | 68k | $5.0M | 0% | Mar 2026 |
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| Medallion Wealth Advisors | 47k | $3.5M | 14% | Mar 2026 |
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| Up Strategic Wealth Investment Advisors | 43k | $3.5M | 7% | Mar 2026 |
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| Susquehanna International | 26k | $2.0M | -32% | Dec 2025 |
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| Citadel Advisors | 18k | $1.3M | -54% | Mar 2026 |
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| First Financial Group Corp | 18k | $1.3M | 20% | Mar 2026 |
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| WPWealth | 17k | $1.2M | 0% | Mar 2026 |
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| Vantage Point Financial | 12k | $907k | 0% | Mar 2026 |
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| Cary Street Partners Financial | 11k | $839k | -19% | Mar 2026 |
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| Ewa | 11k | $804k | -27% | Mar 2026 |
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| KC Investment Advisors | 11k | $779k | -4% | Mar 2026 |
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| American Investment Services | 9.2k | $684k | -21% | Mar 2026 |
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| LPL Financial | 8.6k | $642k | 7% | Mar 2026 |
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| Northwest Bancshares | 5.9k | $437k | 0% | Mar 2026 |
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| Private Trust Co Na | 4.7k | $352k | 0% | Mar 2026 |
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| Rockwood Wealth Management | 4.0k | $296k | 0% | Mar 2026 |
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| HighTower Advisors | 3.8k | $281k | 0% | Mar 2026 |
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| Strategic Investment Solutions | 3.0k | $220k | 0% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 2.0k | $145k | 28% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.7k | $127k | 100% | Mar 2026 |
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| Signature Resources Capital Management | 1.5k | $111k | 0% | Mar 2026 |
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| CWM | 1.1k | $80k | 100% | Dec 2025 |
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| Harbour Investments | 895.00 | $67k | 100% | Mar 2026 |
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| Farther Finance Advisors | 616.00 | $46k | 100% | Mar 2026 |
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| Cary Street Partner Investment Advisory | 525.00 | $0 | 26% | Mar 2026 |
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| Advisor Group Holdings | 500.00 | $37k | 100% | Dec 2025 |
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| Assetmark | 378.00 | $28k | 541% | Mar 2026 |
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| Crews Bank & Trust | 325.00 | $24k | 100% | Mar 2026 |
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| Hanson McClain Advisors | 136.00 | $10k | 100% | Dec 2025 |
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| Pnc Financial Services | 125.00 | $9.3k | -72% | Mar 2026 |
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| Morgan Stanley | 114.00 | $8.5k | -88% | Mar 2026 |
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| Elevate Wealth Advisory | 70.00 | $5.2k | -1% | Mar 2026 |
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| Colonial Trust Co / SC | 56.00 | $4.2k | 0% | Mar 2026 |
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| Citigroup | 32.00 | $2.4k | 100% | Mar 2026 |
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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 | 214k | $16M |
| Royal Bank of Canada | Sep 2025 | 1.8k | $133k |
| Wells Fargo & Company | Dec 2025 | 1.5k | $112k |
| Optima Capital | Dec 2025 | 1.3k | $100k |
| UBS Group | Dec 2025 | 99.00 | $7.4k |