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Disclosery

DFAS DIMENSIONAL ETF TRUST

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COM (fund)

738 managers (743 13F filers) reported a position in DFAS shares at 2024-12-31, 113,475,698 shares in all. 48 filers opened a position and 22 filers sold out during the quarter.

Managers
738
13F filers
743
New
48
Added
323
Reduced
162
Sold out
22
Shares held by filers
113,475,698

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Investmark Advisory Group LLC77,904$5.07M2.49%+2,48013F-HRTimeline
Physician Wealth Advisors, Inc.76,919$5.01M0.85%-1,63413F-HRTimeline
Altiora Financial Group, LLC76,418$4.97M1.08%+2,91513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC75,836$4.94M2.27%-1,62813F-HRTimeline
Parker Financial LLC73,970$4.75M2.33%+15,64113F-HRTimeline
Waterfront Wealth Inc.72,746$4.73M1.15%+9513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…71,649$4.66M0.26%+12,97713F-HRTimelineGroup
Aurelius Family Office LLC71,394$4.65M2.34%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS69,879$4.55M3.74%+2,31813F-HRTimeline
Investment Planning Advisors, Inc.69,100$4.5M1.96%-12,18413F-HRTimeline
FMB WEALTH MANAGEMENT68,917$4.49M2.53%-61613F-HRTimeline
Cordant, Inc.68,127$4.43M2.33%+1,42513F-HRTimeline
Sageworth Trust Co of South Dakota67,988$4.42M5.6%+4,00313F-HRTimeline
Discipline Wealth Solutions, LLC67,592$4.4M2.04%+7,87713F-HRTimeline
Kondo Wealth Advisors, Inc.67,466$4.39M2.23%13F-HRTimeline
Hill Investment Group Partners, LLC66,939$4.36M0.58%-22,27813F-HRTimeline
Well Done, LLC66,955$4.34M0.79%013F-HRTimeline
CLG LLC66,455$4.32M1.54%13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC64,544$4.3M3.32%+66013F-HRTimeline
Apella Capital, LLC64,937$4.23M0.16%-36713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…60,907$4.22M0.01%+38513F-HRTimelineGroup
CPA Asset Management Group, LLC63,387$4.13M1.92%+7,97613F-HRTimeline
Main Street Financial Solutions, LLC63,176$4.11M0.41%+7,06013F-HRTimeline
First Financial Group Corp61,938$4.03M4.46%13F-HRTimeline
M Financial Asset Management, Inc.61,293$3.98M19.3%-4,38313F-HRTimeline
Forza Wealth Management, LLC60,748$3.95M1.8%+12,10313F-HRTimeline
First Western Trust Bank60,696$3.95M0.18%+42913F-HRTimeline
Efficient Frontier Advisors LLC58,992$3.84M2.54%+4013F-HRTimeline
WEALTHSPAN PARTNERS, LLC58,899$3.83M1.83%+5,41513F-HRTimeline
Strategic Investment Solutions, Inc. /IL61,921$3.82M1.28%+4,72413F-HRTimeline
TruNorth Capital Management, LLC58,215$3.79M1.04%-38813F-HRTimeline
D.A. DAVIDSON & CO.57,838$3.76M0.03%+68513F-HRTimeline
IronBridge Private Wealth, LLC57,021$3.71M1.36%-1,61513F-HRTimeline
Hiley Hunt Wealth Management56,888$3.7M2.05%+2,35613F-HRTimeline
Cascade Financial Partners, LLC56,840$3.7M0.48%+1,62413F-HRTimeline
WEBSTER BANK, N. A.56,574$3.68M0.4%new13F-HRTimeline
SC&H Financial Advisors, Inc.55,548$3.62M0.75%+3,83513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding55,534$3.61M+1,176Timeline
Investment Advisory Group, LLC54,075$3.52M1.18%+12413F-HRTimeline
DBK Financial Counsel, LLC53,613$3.49M3.52%+1,91113F-HRTimeline
Altura Wealth Advisors Inc.53,453$3.48M2.57%-5,72213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,924$3.44M<0.01%+1,13313F-HRTimelineGroup
Physician Wealth Solutions Inc.52,865$3.44M1.72%013F-HRTimeline
TAGStone Capital, Inc.52,662$3.43M1.69%-20713F-HRTimeline
Grunden Financial Advisory, Inc.52,005$3.38M1.63%+22413F-HRTimeline
Cordgrass Capital Advisors, LLC51,536$3.35M0.97%+1913F-HRTimeline
Blue Trust, Inc.51,096$3.33M0.04%+20,77613F-HR/ATimeline
M Wealth Management, LLC50,530$3.29M3%13F-HRTimeline
Glass Jacobson Investment Advisors llc50,351$3.28M1.08%-1,28113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sandy Spring Bank50,029$3.26M0.13%+2,95613F-HRTimeline
Freedom Investment Management, Inc.50,027$3.26M0.27%+31413F-HRTimeline
RFG Advisory, LLC49,699$3.23M0.09%+25313F-HRTimeline
PFG Advisors49,027$3.19M0.2%+2,65513F-HRTimeline
KELLEHER FINANCIAL ADVISORS48,783$3.17M1.2%+49813F-HRTimeline
WESCAP Management Group, Inc.48,650$3.17M0.77%new13F-HRTimeline
IHT Wealth Management, LLC48,614$3.16M0.1%-17,24213F-HRTimeline
Cambridge Financial Group, LLC48,181$3.14M1.34%-5,89913F-HRTimeline
Wealthspire Advisors, LLC47,594$3.1M0.03%-3,01713F-HRTimeline
Platform Technology Partners47,302$3.08M0.93%+4,16313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC47,255$3.08M1.57%+17,20913F-HRTimeline
TIAAgroup of 2 filers holding46,701$3.04M0Timeline
SACHEM HILL LLC46,619$3.03M0.63%+53813F-HRTimeline
Narus Financial Partners, LLC46,414$3.02M1.02%+6,01113F-HRTimeline
FinDec Wealth Services, Inc.46,099$3M2.08%-5,96713F-HRTimeline
Blume Capital Management, Inc.45,914$2.99M0.67%+25013F-HRTimeline
Strathmore Capital Advisors, Inc.45,669$2.97M2.16%13F-HRTimeline
Parkworth Wealth Management, Inc.45,441$2.96M2.46%13F-HRTimeline
Vantage Point Financial LLC44,234$2.88M1.55%13F-HRTimeline
RS CRUM INC.44,191$2.88M0.71%-25013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC43,508$2.83M0.78%+5,46513F-HRTimeline
Mason & Associates Inc43,442$2.83M0.67%+9,67313F-HRTimeline
Birchcreek Wealth Management, LLC43,398$2.82M1.77%+12,71213F-HRTimeline
HTG Investment Advisors, Inc.43,239$2.81M1.29%-16513F-HRTimeline
Quadcap Wealth Management, LLC42,618$2.77M0.41%-4213F-HRTimeline
Smartleaf Asset Management LLC42,450$2.76M0.28%-1,10213F-HRTimeline
LEGACY FINANCIAL GROUP, INC.42,349$2.76M0.89%+3,65313F-HRTimeline
Wade Financial Advisory, Inc42,203$2.75M0.93%013F-HRTimeline
TCP Asset Management, LLC42,192$2.75M0.61%+1,12113F-HRTimeline
Financial Connections Group, Inc.41,948$2.73M1.31%-65813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,910$2.73M0.03%+94513F-HRTimelineGroup
Syverson Strege & Co41,655$2.71M0.9%+9613F-HRTimeline
LVZ, Inc.41,631$2.71M0.35%+5,17713F-HRTimeline
Pettinga Financial Advisors LLC41,157$2.68M0.61%+11,06613F-HRTimeline
Wealthstream Advisors, Inc.40,128$2.61M0.48%-11013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,403$2.56M<0.01%+9,12913F-HRTimelineGroup
Great Point Wealth Advisors, LLC39,238$2.55M0.56%-68413F-HRTimeline
BCM ADVISORS, LLC37,647$2.55M0.57%+76713F-HRTimeline
Foundations Investment Advisors, LLC39,109$2.55M0.05%+5,73513F-HRTimeline
Ariadne Wealth Management, LP37,909$2.54M1.16%+7,24513F-HRTimeline
Capstone Wealth Management, LLC37,941$2.47M2.41%13F-HRTimeline
Meridian Wealth Partners, LLC36,901$2.4M0.36%+2,82913F-HRTimeline
Pacific Asset Management, LLC36,809$2.4M2.25%13F-HRTimeline
Clearstead Advisors, LLC35,989$2.34M0.04%-1,42013F-HRTimeline
Avidian Wealth Enterprises, LLC35,800$2.33M0.1%+16513F-HRTimeline
BAKER BOYER NATIONAL BANK35,758$2.33M0.8%-3,43213F-HRTimeline
Willow Creek Wealth Management Inc.35,609$2.32M0.24%-26813F-HRTimeline
Kingsview Wealth Management, LLC35,609$2.32M0.05%+4,39113F-HRTimeline
Cypress Wealth Services, LLC35,372$2.3M0.46%-17013F-HRTimeline
Trace Wealth Advisors, LLC35,314$2.3M2.06%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…35,124$2.29M0.02%+10013F-HRTimelineGroup
Ironwood Financial, llc34,917$2.27M0.48%013F-HRTimeline
Strategent Financial, LLC34,761$2.26M2.25%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC34,761$2.26M0.03%+15,91613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners34,392$2.24M0.37%-87913F-HRTimelineGroup
Lauer Wealth, LLC33,923$2.21M1.48%+3,10313F-HRTimeline
StrongBox Wealth, LLC33,921$2.21M0.93%+5,69213F-HRTimeline
Riggs Capital Management LLC33,907$2.21M2.17%13F-HRTimeline
Resonant Capital Advisors, LLC33,593$2.19M0.16%+96613F-HRTimeline
HM PAYSON & CO31,990$2.08M0.04%013F-HRTimeline
Rehmann Capital Advisory Group31,637$2.06M0.13%+1,67113F-HRTimeline
Five Oceans Advisors31,568$2.05M0.94%-2,03813F-HRTimeline
SUTTON PLACE INVESTORS LLC31,550$2.05M1.19%+64213F-HRTimeline
Hemington Wealth Management29,511$1.92M0.48%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC29,261$1.9M1.43%-9713F-HRTimeline
Tortoise Investment Management, LLC29,252$1.9M0.2%+15713F-HR/ATimeline
WCG Wealth Advisors LLC29,188$1.9M0.13%+3,69513F-HRTimeline
MATHER GROUP, LLC.29,102$1.89M0.02%-19913F-HRTimeline
Integrated Advisors Network LLC28,757$1.87M0.09%+17113F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.28,756$1.87M0.83%+11,05813F-HRTimeline
JFS WEALTH ADVISORS, LLC28,682$1.87M0.13%+213F-HRTimeline
Westmount Partners, LLC28,543$1.86M0.56%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC28,382$1.85M0.93%-4,22613F-HRTimeline
Archford Capital Strategies, LLC28,011$1.82M0.28%-27,86013F-HRTimeline
SwitchPoint Financial Planning, LLC28,004$1.82M1.74%13F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…27,953$1.82M0.55%+2813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC27,389$1.78M<0.01%+6013F-HRTimelineGroup
Gladstone Institutional Advisory LLC27,154$1.77M0.08%-6,95013F-HRTimeline
Sanctuary Advisors, LLC25,923$1.76M0.01%+51213F-HRTimeline
AG Asset Advisory, LLC26,455$1.72M1.72%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC26,379$1.72M0.05%-15413F-HRTimeline
Aspen Wealth Management LLC26,222$1.71M0.51%-28,50213F-HRTimeline
Cresset Asset Management, LLC26,187$1.7M0.01%-8,40613F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.25,239$1.64M0.76%+2,02913F-HRTimeline
Cherry Tree Wealth Management, LLC24,956$1.62M0.4%+22013F-HRTimeline
Janney Montgomery Scott LLC24,934$1.62M<0.01%-70313F-HRTimeline
180 WEALTH ADVISORS, LLC24,018$1.56M0.24%+7,83713F-HRTimeline
Shearwater Capital LLC23,958$1.56M1.06%-11413F-HRTimeline
Advisory Services Network, LLC23,448$1.53M0.03%+49713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…22,837$1.49M0.16%new13F-HRTimelineGroup
Lauterbach Financial Advisors, LLC22,790$1.48M0.9%-29413F-HRTimeline
FCA CORP /TX22,178$1.44M0.45%+50213F-HRTimeline
TOWNSQUARE CAPITAL LLC22,089$1.44M0.02%+8,85413F-HRTimeline
AWM CAPITAL, LLC22,038$1.43M0.18%-64013F-HRTimeline
Berger Financial Group, Inc21,918$1.43M0.1%+15,96813F-HRTimeline
VSM Wealth Advisory, LLC21,827$1.42M0.51%13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.21,665$1.41M0.6%+51313F-HRTimeline
Eagle Strategies LLC21,563$1.4M0.24%+73713F-HRTimeline
Cahill Wealth Management, LLC21,414$1.39M0.71%+2,80813F-HRTimeline
Curi Capital, LLC21,354$1.39M0.03%-2,57213F-HRTimeline
HARBOUR INVESTMENTS, INC.21,054$1.37M0.04%-25913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC20,908$1.36M0.57%-13913F-HRTimeline
Quantum Financial Advisors, LLC20,700$1.35M0.21%013F-HRTimeline
Accredited Wealth Management, LLC20,688$1.35M1.18%13F-HRTimeline
Squire Investment Management Company, L…20,614$1.34M0.59%+71413F-HRTimeline
Integrated Wealth Concepts LLC20,581$1.34M0.02%+1,34913F-HRTimeline
Wealth Advisors Northwest LLC20,273$1.32M0.9%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.20,255$1.32M0.16%-14613F-HRTimeline
NorthCoast Asset Management LLC19,977$1.3M0.01%-18113F-HR/ATimeline
J.W. COLE ADVISORS, INC.19,854$1.29M0.05%-1,60013F-HRTimeline
Cassady Schiller Wealth Management, LLC19,763$1.29M0.47%-16113F-HRTimeline
Jacobi Capital Management LLC19,683$1.28M0.1%+3,63313F-HRTimeline
Quantinno Capital Management LP19,604$1.28M0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC19,316$1.26M0.41%+1,10013F-HRTimeline
Mayfair Advisory Group, LLC19,211$1.25M0.74%+3,15013F-HRTimeline
Pinnacle Bancorp, Inc.19,129$1.24M0.4%+17913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,085$1.24M0.01%013F-HRTimeline
Asset Dedication, LLC18,985$1.24M0.1%-95313F-HRTimeline
Clarity Capital Advisors, LLC18,929$1.23M0.83%+5213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,836$1.23M<0.01%+4,51413F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.18,727$1.22M0.93%13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC18,595$1.21M0.35%+3,99913F-HRTimeline
SpringVest Wealth Management LLC18,517$1.21M1.03%13F-HRTimeline
Warwick Investment Management, Inc.18,370$1.2M0.25%+4113F-HRTimeline
Valmark Advisers, Inc.18,256$1.19M0.02%+66513F-HRTimeline
Bedel Financial Consulting, Inc.17,270$1.17M0.16%+4013F-HRTimeline
Laird Norton Wetherby Wealth Management…17,904$1.17M0.06%-24013F-HRTimeline
Institute for Wealth Management, LLC.17,625$1.15M0.14%013F-HRTimeline
WPWealth LLP17,571$1.14M0.23%+9,98913F-HRTimeline
Olistico Wealth, LLC17,413$1.13M0.66%+113F-HRTimeline
STEVENS CAPITAL PARTNERS17,140$1.12M0.51%+74513F-HRTimeline
Prospect Financial Group LLC17,132$1.11M1.37%13F-HRTimeline
Florida Trust Wealth Management Co17,120$1.11M0.04%+49513F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,026$1.11M0.04%+39013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,000$1.11M<0.01%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,995$1.11M1.02%13F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC16,990$1.11M0.1%+17613F-HRTimeline
MONTAG A & ASSOCIATES INC16,918$1.1M0.05%013F-HRTimeline
Quad-Cities Investment Group, LLC16,794$1.09M0.54%+1,85613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,732$1.09M<0.01%new13F-HRTimelineGroup
Edge Financial Advisors LLC16,657$1.08M0.97%+1,11213F-HRTimeline
Valeo Financial Advisors, LLC16,611$1.08M0.03%+7713F-HRTimeline
Financial Insights, Inc.16,559$1.08M0.4%-1,04313F-HRTimeline
Bullock Wealth Management Group16,306$1.06M0.62%-37513F-HRTimeline
Beta Wealth Group, Inc.16,253$1.06M0.47%+22613F-HRTimeline
Michael A. Dubis Financial Planning, LLC16,038$1.04M1.01%13F-HRTimeline
Powers Advisory Group, LLC15,845$1.03M0.52%+1,36413F-HRTimeline
Prospera Financial Services Inc15,398$1M0.02%-8013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC15,286$995K1.12%13F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,141$985K<0.01%+7,60313F-HRTimelineGroup
Summit Trail Advisors, LLC15,085$982K0.04%013F-HRTimeline