Skip to content
Disclosery

DFAS DIMENSIONAL ETF TRUST

Follow

COM (fund)

897 managers (909 13F filers) reported a position in DFAS shares at 2026-06-30, 153,375,295 shares in all. 56 filers opened a position and 31 filers sold out during the quarter.

Managers
897
13F filers
909
New
56
Added
403
Reduced
278
Sold out
31
Shares held by filers
153,375,295

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Platform Technology Partners111,354$9.17M1.5%+11,30513F-HRTimeline
Yardley Wealth Management LLC109,981$9.06M4.11%+1,43613F-HRTimeline
CARDIFF PARK ADVISORS, LLC109,860$9.05M0.7%+4,71613F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV108,962$8.97M5.7%-17313F-HRTimeline
Ruedi Wealth Management, Inc.108,722$8.95M2.1%-70413F-HRTimeline
Forza Wealth Management, LLC106,322$8.75M2.69%+3,62213F-HRTimeline
Aegis Wealth Management LLC105,196$8.66M4.07%+1,26413F-HRTimeline
TME FINANCIAL, INC.103,731$8.54M5.27%+40,40713F-HRTimeline
CLARIS ADVISORS, LLC / MO /103,413$8.52M2.22%-2,37113F-HRTimeline
RFG Advisory, LLC102,292$8.42M0.13%-2,44513F-HRTimeline
Ruggaard & Associates LLC102,255$8.42M3.02%-1,60413F-HRTimeline
LAM GROUP, INC.101,138$8.33M4.14%-13213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC100,412$8.27M4.33%+29613F-HRTimeline
Sageworth Trust Co of South Dakota98,702$8.13M5.01%+15,88013F-HRTimeline
JDH Wealth Management, LLC98,258$8.09M4.92%-99813F-HRTimeline
Cordant, Inc.97,484$8.03M2.89%+7,77913F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …97,198$8M0.05%+3,40213F-HRTimelineGroup
SeedSafe Financial LLC96,633$7.95M5.73%+9,09713F-HRTimeline
Navigoe, LLC95,551$7.87M4.11%-64013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…95,451$7.86M0.01%-91013F-HRTimelineGroup
Parker Financial LLC94,250$7.76M2.84%+1,04713F-HRTimeline
JMG Financial Group, Ltd.93,925$7.73M0.19%-4413F-HRTimeline
Zhang Financial LLC92,604$7.63M0.22%-5,06413F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC91,061$7.5M5.07%+9913F-HRTimeline
Alpha Financial Advisors, LLC90,155$7.42M2.07%-16113F-HRTimeline
NewEdge Advisors, LLC89,442$7.36M0.02%-2,12313F-HRTimeline
Florida Trust Wealth Management Co89,271$7.35M0.18%+23,30813F-HRTimeline
Visionary Wealth Advisors86,969$7.16M0.28%+2,04513F-HRTimeline
Vestmark Advisory Solutions, Inc.86,944$7.16M0.07%-22,29513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC85,628$7.05M1.44%-1,33113F-HRTimeline
SMI Advisory Services, LLC83,541$6.82M1.11%+5,63613F-HRTimeline
Larson Financial Group LLC82,565$6.8M0.18%-21,29813F-HRTimeline
Quantinno Capital Management LP82,505$6.79M0.01%+10,34713F-HRTimeline
Well Done, LLC79,436$6.54M0.88%+7,07013F-HRTimeline
Seneschal Advisors, LLC78,782$6.49M4.44%-1,95413F-HRTimeline
Tortoise Investment Management, LLC78,776$6.49M0.48%-12113F-HRTimeline
First Financial Group Corp78,084$6.43M4.65%+2,24913F-HRTimeline
Hiley Hunt Wealth Management77,017$6.34M2.51%+2,17013F-HRTimeline
Physician Wealth Advisors, Inc.75,964$6.25M0.75%-2813F-HRTimeline
Birchcreek Wealth Management, LLC75,923$6.25M2.44%+31513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC75,263$6.2M2.21%-1,26013F-HRTimeline
PINKERTON WEALTH, LLC86,889$6.18M0.53%-6,18613F-HRTimeline
Frankly Finances, LLC73,891$6.08M4.81%013F-HR/ATimeline
CPA Asset Management Group, LLC73,854$6.08M1.75%-20,35713F-HRTimeline
SageView Advisory Group, LLC73,811$6.08M0.2%+63,76313F-HRTimeline
Navigate Wealth Management, LLC73,968$6M3.72%+3,98413F-HRTimeline
Woodward Financial Advisors, Inc.72,662$5.98M2%-99313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp72,051$5.93M0.1%+70613F-HRTimelineGroup
Linscomb Wealth, Inc.71,986$5.93M0.26%+17,42213F-HRTimeline
Napier Financial, LLC71,522$5.89M1.23%+84513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,902$5.84M<0.01%+5,55713F-HRTimelineGroup
Meridian Wealth Partners, LLC70,708$5.82M0.7%+71813F-HRTimeline
PFG Advisors69,763$5.74M0.29%+11713F-HRTimeline
True Freedom Investing, LLC79,900$5.68M0.44%-5,00313F-HRTimeline
First National Trust Co68,849$5.67M0.19%-21,15613F-HRTimeline
Altiora Financial Group, LLC67,906$5.59M0.88%-9313F-HRTimeline
Savvy Advisors, Inc.66,348$5.46M0.12%+1,17213F-HRTimeline
Kondo Wealth Advisors, Inc.65,648$5.41M1.81%-29213F-HRTimeline
WEALTHSPAN PARTNERS, LLC65,459$5.39M1.7%+5,08713F-HRTimeline
DiPaolo Financial Group, Inc.64,953$5.35M3.49%+2,19413F-HRTimeline
Stadion Money Management, LLC64,849$5.34M0.46%-6,84313F-HRTimeline
Investmark Advisory Group LLC63,949$5.27M2%+1,78113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…63,774$5.25M0.09%+3,39713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK63,548$5.23M0.02%+7,89813F-HRTimelineGroup
Private Advisor Group, LLC63,017$5.19M0.02%-46,38313F-HRTimeline
Strategent Financial, LLC63,007$5.19M2.99%+1,70013F-HRTimeline
DBK Financial Counsel, LLC62,489$5.15M4.32%-4,68413F-HRTimeline
HUB Investment Partners, LLC62,437$5.14M0.09%-1,19613F-HRTimeline
Kane Co Wealth Management, Inc.62,237$5.12M3.89%-18713F-HRTimeline
ADVISORTRUST PARTNERS, LLC61,850$5.09M1.74%new13F-HRTimeline
SC&H Financial Advisors, Inc.61,513$5.06M0.67%+4,00613F-HRTimeline
CLG LLC61,460$5.06M1.11%+2,88513F-HRTimeline
FMB WEALTH MANAGEMENT61,391$5.05M1.86%-1,31913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…61,310$5.05M0.04%+4,70213F-HRTimelineGroup
180 WEALTH ADVISORS, LLC61,038$5.03M0.5%+73713F-HRTimeline
MGO ONE SEVEN LLC60,779$5M0.08%+2,52613F-HRTimeline
DWR WEALTH MANAGEMENT, LLC60,966$4.99M3.74%+5,01813F-HRTimeline
Janney Montgomery Scott LLC60,199$4.96M0.01%+10,76113F-HRTimeline
Broadhurst Jeffrey B58,515$4.82M10.25%-70,70013F-HRTimeline
Colony Family Offices, LLC58,286$4.8M1.05%+7,40513F-HRTimeline
Adelphi Trust Co58,255$4.8M3.18%+3,69913F-HRTimeline
Sanctuary Advisors, LLC58,064$4.78M0.02%-70313F-HRTimeline
TruNorth Capital Management, LLC57,971$4.77M0.77%-86813F-HRTimeline
Glass Jacobson Investment Advisors llc57,927$4.77M1.49%+63513F-HRTimeline
Cascade Financial Partners, LLC55,580$4.58M0.4%-85613F-HRTimeline
Aspen Wealth Management LLC55,413$4.56M0.77%-43813F-HRTimeline
Jacobi Capital Management LLC55,354$4.56M0.22%+3,10613F-HRTimeline
Altura Wealth Advisors Inc.54,590$4.49M1.52%-17813F-HRTimeline
Gibraltar Capital Management, Inc.54,145$4.46M0.69%+21,38013F-HRTimeline
TIAAgroup of 4 filers holding52,975$4.36M+9,273Timeline
Greenspring Advisors, LLC52,888$4.35M0.24%-97513F-HRTimeline
Physician Wealth Solutions Inc.52,865$4.35M1.65%013F-HRTimeline
BCM ADVISORS, LLC53,519$4.32M0.84%+1,92813F-HRTimeline
DeLarme Wealth Management, Inc.51,763$4.26M2.47%-29413F-HRTimeline
NorthCrest Asset Manangement, LLC52,499$4.26M0.11%013F-HRTimeline
Harbour Wealth Management Group, Inc.51,481$4.24M2.87%+1,94713F-HRTimeline
Financial Planning Navigators CORP50,384$4.15M1.55%+3,03813F-HRTimeline
Advisory Services Network, LLC50,038$4.12M0.05%+3,50513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.49,964$4.11M1.32%13F-HRTimeline
TCP Asset Management, LLC49,605$4.08M0.46%-43913F-HRTimeline
Investment Advisory Group, LLC49,574$4.08M0.89%-42313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO49,544$4.08M<0.01%+6,07813F-HRTimelineGroup
BWM Planning, LLC49,119$4.04M0.94%-9,01413F-HRTimeline
MATHER GROUP, LLC.48,743$4.01M0.04%+4,22013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC48,508$3.99M0.49%+17,48213F-HRTimeline
Armor Investment Advisors, LLC48,091$3.96M1.27%-1,61013F-HRTimeline
PLANWISER FINANCIAL, LLC47,652$3.92M2.73%+39,01213F-HRTimeline
Integrated Wealth Concepts LLC47,519$3.91M0.02%+22,57813F-HRTimeline
TAGStone Capital, Inc.47,444$3.91M1.24%-2513F-HRTimeline
Blume Capital Management, Inc.47,134$3.88M0.58%-96513F-HRTimeline
Strategic Investment Solutions, Inc. /IL46,493$3.83M0.88%+41713F-HRTimeline
IHT Wealth Management, LLC45,917$3.78M0.08%-90913F-HRTimeline
Mason & Associates Inc45,766$3.77M0.61%-75413F-HRTimeline
Kingsview Wealth Management, LLC45,609$3.76M0.05%+3,97713F-HRTimeline
FourThought Financial Partners, LLC45,601$3.75M0.29%+13,58013F-HRTimeline
ADE, LLC45,574$3.75M1.59%+4,40913F-HRTimeline
Freedom Investment Management, Inc.45,114$3.71M1.03%-74113F-HRTimeline
Texas Capital Bank Wealth Management Se…44,934$3.7M0.2%013F-HRTimeline
LEGACY FINANCIAL GROUP, INC.44,696$3.68M0.86%-36313F-HRTimeline
HTG Investment Advisors, Inc.44,514$3.67M0.94%-6,57813F-HRTimeline
Belleair Asset Management, LLC44,446$3.66M3.08%013F-HRTimeline
Valeo Financial Advisors, LLC43,996$3.62M0.08%+30,89613F-HRTimeline
Wealthspire Advisors, LLC43,932$3.62M0.02%+1,21513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC43,323$3.57M0.24%+16,16113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding43,876$3.56M+22,062Timeline
Hartmann Taylor Wealth Management, LLC49,934$3.55M2.35%-10413F-HRTimeline
Sprinkle Financial Consultants LLC42,847$3.53M1.38%+92513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.42,788$3.52M1.08%-8813F-HRTimeline
Narus Financial Partners, LLC42,725$3.52M0.9%+1,57713F-HRTimeline
Merit Financial Group, LLC42,450$3.5M0.02%-10,75813F-HR/ATimeline
Lauer Wealth, LLC42,758$3.46M2.36%+1,02613F-HRTimeline
ENZI WEALTH42,569$3.44M1.09%-1,67613F-HRTimeline
First Western Trust Bank41,664$3.43M0.17%-7,38813F-HRTimeline
Summit Financial, LLC41,563$3.42M0.04%+2,74013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC40,946$3.37M1.23%-1,07813F-HRTimeline
Olistico Wealth, LLC40,666$3.35M1.43%+1,56913F-HRTimeline
Cloud Capital Management, LLC40,587$3.34M1.22%+11013F-HRTimeline
Pacific Asset Management, LLC40,503$3.34M1.64%+14013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…40,345$3.32M0.11%-9,13413F-HRTimelineGroup
SACHEM HILL LLC40,064$3.3M0.59%-51913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC39,872$3.28M0.02%-1,34913F-HRTimeline
D.A. DAVIDSON & CO.39,858$3.28M0.02%+5,20513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,225$3.23M0.02%-3,25113F-HRTimelineGroup
Oakmont Advisory Group, LLC39,173$3.23M2.71%+82813F-HRTimeline
Vantage Point Financial LLC39,103$3.22M0.98%-21013F-HRTimeline
RS CRUM INC.38,877$3.2M0.6%-1,00013F-HRTimeline
Powers Advisory Group, LLC38,176$3.14M0.99%+3,41313F-HRTimeline
Goepper Burkhardt LLC38,124$3.14M0.94%+5,02713F-HRTimeline
WCG Wealth Advisors LLC37,754$3.11M0.07%+1,54713F-HRTimeline
Strathmore Capital Advisors, Inc.38,129$3.1M0.83%-95713F-HRTimeline
Capstone Wealth Management, LLC37,544$3.09M1.43%-11813F-HRTimeline
Great Point Wealth Advisors, LLC37,519$3.09M0.5%-20413F-HRTimeline
Drucker Wealth 3.0, LLC37,228$3.07M0.48%-7,88013F-HRTimeline
Aurelius Family Office LLC37,019$3.05M1.2%-1,64313F-HRTimeline
BIP Wealth, LLC36,766$3.03M0.09%+11,39513F-HRTimeline
M Wealth Management, LLC36,592$3.01M2.37%-13613F-HRTimeline
FLC Capital Advisors36,335$2.99M0.49%-3713F-HRTimeline
Cambridge Financial Group, LLC36,145$2.98M0.94%+96513F-HRTimeline
AG Asset Advisory, LLC35,987$2.96M2.4%+86113F-HRTimeline
BAKER BOYER NATIONAL BANK35,649$2.94M0.81%-14413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.35,623$2.93M0.02%new13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC35,209$2.9M0.62%-48113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers35,059$2.89M<0.01%+14,70713F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…34,947$2.88M0.71%+52113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners34,463$2.84M0.32%+29713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…33,690$2.77M0.02%+413F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC33,162$2.73M1.32%+64913F-HRTimeline
Quadcap Wealth Management, LLC33,024$2.72M0.26%-46513F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC32,969$2.71M0.4%+7,04413F-HRTimeline
Private Advisory Group LLC32,472$2.67M0.15%new13F-HRTimeline
Pettinga Financial Advisors LLC32,465$2.67M0.43%-30013F-HRTimeline
Triumph Capital Management32,426$2.67M0.48%+1,88213F-HRTimeline
J.W. COLE ADVISORS, INC.31,667$2.61M0.04%+1,71713F-HRTimeline
Asset Dedication, LLC31,395$2.59M0.16%+9,44413F-HRTimeline
Mayfair Advisory Group, LLC31,747$2.56M0.77%+2,18913F-HRTimeline
Trace Wealth Advisors, LLC30,929$2.55M1.67%+313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding30,843$2.54M+2,498Timeline
Fortis Advisors, LLC30,842$2.54M1.19%+1313F-HRTimeline
WESCAP Management Group, Inc.30,773$2.53M0.47%+38813F-HRTimeline
Sollinda Capital Management LLC30,384$2.5M0.53%+6,26413F-HRTimeline
Cypress Wealth Services, LLC30,130$2.48M0.31%+2713F-HRTimeline
TENET WEALTH PARTNERS, LLC30,567$2.48M1.84%13F-HRTimeline
Ariadne Wealth Management, LP29,773$2.45M1.08%+24513F-HRTimeline
Johnson Wealth Management, LLC29,476$2.43M1.03%-3,84113F-HRTimeline
Gladstone Institutional Advisory LLC29,439$2.42M0.08%+41013F-HRTimeline
Integrated Advisors Network LLC29,138$2.4M0.11%+14113F-HRTimeline
TrustWell Financial Advisors, LLC29,098$2.4M2.03%-31,98613F-HRTimeline
Berger Financial Group, Inc28,886$2.38M0.12%-73213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC28,607$2.36M0.03%013F-HRTimeline
FCA CORP /TX28,582$2.35M0.58%+2,19513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS28,517$2.35M0.24%+23,65713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,379$2.34M-223Timeline
Noble Wealth Partners LLC28,357$2.33M2.03%13F-HRTimeline
Mills Wealth Advisors LLC28,331$2.33M0.73%+2,82313F-HRTimeline
Smith Partners Wealth Management, LLC28,314$2.33M1.85%+10,75013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO28,262$2.33M0.19%+44913F-HRTimeline
Quad-Cities Investment Group, LLC28,140$2.32M0.83%+79013F-HRTimeline
Kooman & Associates28,126$2.32M0.62%-71,50213F-HRTimeline
SwitchPoint Financial Planning, LLC28,004$2.31M1.33%013F-HRTimeline
Optimus Capital Advisors, LLC27,989$2.3M1.24%-47213F-HRTimeline