Skip to content
Disclosery

DFAS DIMENSIONAL ETF TRUST

Follow

COM (fund)

752 managers (758 13F filers) reported a position in DFAS shares at 2025-03-31, 119,968,750 shares in all. 55 filers opened a position and 32 filers sold out during the quarter.

Managers
752
13F filers
758
New
55
Added
353
Reduced
215
Sold out
32
Shares held by filers
119,968,750

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…80,788$4.83M0.27%+9,13913F-HRTimelineGroup
Seneschal Advisors, LLC80,700$4.82M4.14%+97813F-HRTimeline
Parker Financial LLC80,013$4.78M2.3%+6,04313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC78,280$4.68M0.01%new13F-HR/ATimelineGroup
Woodward Financial Advisors, Inc.76,647$4.58M2.17%-1,70913F-HRTimeline
Altiora Financial Group, LLC76,499$4.57M0.97%+8113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC75,933$4.54M2.26%+9713F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS75,259$4.5M3.56%+5,38013F-HRTimeline
Bordeaux Wealth Advisors LLC74,588$4.46M0.82%-8,97613F-HRTimeline
Main Street Financial Solutions, LLC73,012$4.36M0.38%+9,83613F-HRTimeline
Altura Wealth Advisors Inc.72,902$4.36M2.89%+19,44913F-HRTimeline
AlphaCore Capital LLC72,555$4.34M0.37%new13F-HRTimeline
Well Done, LLC65,453$4.26M0.77%-1,50213F-HRTimeline
Sageworth Trust Co of South Dakota70,304$4.2M5.05%+2,31613F-HRTimeline
Cordant, Inc.67,690$4.04M2.11%-43713F-HRTimeline
Kondo Wealth Advisors, Inc.67,322$4.02M1.98%-14413F-HRTimeline
FMB WEALTH MANAGEMENT67,207$4.02M2.22%-1,71013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,409$3.96M<0.01%+27,00613F-HR/ATimelineGroup
Waterfront Wealth Inc.65,834$3.93M0.96%-6,91213F-HRTimeline
First Financial Group Corp64,154$3.83M4.34%+2,21613F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC63,192$3.78M3.46%-1,35213F-HRTimeline
Physician Wealth Advisors, Inc.62,576$3.74M0.64%-14,34313F-HRTimeline
Hiley Hunt Wealth Management62,268$3.74M2.04%+5,38013F-HRTimeline
Discipline Wealth Solutions, LLC62,205$3.72M1.77%-5,38713F-HRTimeline
CPA Asset Management Group, LLC62,053$3.71M1.63%-1,33413F-HRTimeline
WEALTHSPAN PARTNERS, LLC61,750$3.69M1.7%+2,85113F-HRTimeline
CLG LLC61,685$3.69M1.28%-4,77013F-HRTimeline
Forza Wealth Management, LLC61,557$3.68M1.65%+80913F-HRTimeline
First Western Trust Bank59,705$3.57M0.17%-99113F-HRTimeline
Cascade Financial Partners, LLC59,225$3.54M0.45%+2,38513F-HRTimeline
Efficient Frontier Advisors LLC59,025$3.53M2.29%+3313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,590$3.48M0.01%-11,31713F-HR/ATimelineGroup
Strategic Investment Solutions, Inc. /IL58,239$3.48M1.01%-3,68213F-HRTimeline
TruNorth Capital Management, LLC58,220$3.48M0.86%+513F-HRTimeline
Apella Capital, LLC60,680$3.46M0.12%-4,25713F-HRTimeline
SC&H Financial Advisors, Inc.57,279$3.42M0.67%+1,73113F-HRTimeline
Grunden Financial Advisory, Inc.56,874$3.4M1.65%+4,86913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp56,319$3.37M<0.01%+3,39513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding55,902$3.34M+368Timeline
TME FINANCIAL, INC.55,894$3.34M2.9%new13F-HRTimeline
DBK Financial Counsel, LLC55,712$3.33M3.34%+2,09913F-HRTimeline
Glass Jacobson Investment Advisors llc50,351$3.28M1.08%013F-HRTimeline
Cordgrass Capital Advisors, LLC54,588$3.26M0.93%+3,05213F-HRTimeline
Investment Advisory Group, LLC54,088$3.23M1.08%+1313F-HRTimeline
PFG Advisors53,601$3.2M0.18%+4,57413F-HRTimeline
Birchcreek Wealth Management, LLC52,899$3.16M1.99%+9,50113F-HRTimeline
Physician Wealth Solutions Inc.52,865$3.16M1.59%013F-HRTimeline
Foundations Investment Advisors, LLC51,120$3.05M0.06%+12,01113F-HRTimeline
Sandy Spring Bank50,955$3.04M0.13%+92613F-HRTimeline
Platform Technology Partners50,131$3M0.87%+2,82913F-HRTimeline
Narus Financial Partners, LLC49,774$2.97M1.01%+3,36013F-HRTimeline
Blue Trust, Inc.49,587$2.96M0.04%-1,50913F-HRTimeline
Wealthspire Advisors, LLC48,745$2.91M0.02%+1,15113F-HRTimeline
SACHEM HILL LLC48,709$2.91M0.57%+2,09013F-HRTimeline
Blume Capital Management, Inc.48,699$2.91M0.65%+2,78513F-HRTimeline
Freedom Investment Management, Inc.48,454$2.9M0.24%-1,57313F-HRTimeline
KELLEHER FINANCIAL ADVISORS47,658$2.85M1.13%-1,12513F-HRTimeline
RFG Advisory, LLC47,606$2.84M0.08%-2,09313F-HRTimeline
TIAAgroup of 2 filers holding46,665$2.79M-36Timeline
IHT Wealth Management, LLC46,494$2.78M0.09%-2,12013F-HRTimeline
ACAS, LLC47,075$2.74M2.09%-31,16113F-HRTimeline
TAGStone Capital, Inc.45,862$2.74M1.35%-6,80013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC45,578$2.72M1.38%-1,67713F-HRTimeline
Parkworth Wealth Management, Inc.45,296$2.71M2.16%-14513F-HRTimeline
Cambridge Financial Group, LLC44,958$2.69M1.14%-3,22313F-HRTimeline
Texas Capital Bank Wealth Management Se…44,934$2.68M0.27%new13F-HRTimeline
WESCAP Management Group, Inc.44,712$2.67M0.65%-3,93813F-HRTimeline
Mason & Associates Inc44,646$2.67M0.66%+1,20413F-HRTimeline
Smartleaf Asset Management LLC44,421$2.65M0.26%+1,97113F-HRTimeline
Vantage Point Financial LLC44,288$2.65M1.33%+5413F-HRTimeline
TCP Asset Management, LLC44,005$2.63M0.59%+1,81313F-HRTimeline
Meridian Wealth Partners, LLC43,886$2.62M0.42%+6,98513F-HRTimeline
Cahill Wealth Management, LLC43,817$2.62M1.33%+22,40313F-HRTimeline
Syverson Strege & Co43,758$2.61M0.84%+2,10313F-HRTimeline
MATHER GROUP, LLC.43,734$2.61M0.03%+14,63213F-HRTimeline
MBA Advisors LLC43,322$2.59M1.28%new13F-HRTimeline
Tortoise Investment Management, LLC43,247$2.58M0.27%+13,99513F-HR/ATimeline
Aurelius Family Office LLC43,206$2.58M1.31%-28,18813F-HRTimeline
D.A. DAVIDSON & CO.43,193$2.58M0.02%-14,64513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.43,080$2.57M0.83%+73113F-HRTimeline
HTG Investment Advisors, Inc.42,804$2.56M1.07%-43513F-HRTimeline
Modern Wealth Management, LLC42,355$2.53M0.08%new13F-HR/ATimeline
Wade Financial Advisory, Inc42,167$2.52M0.86%-3613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,162$2.52M0.02%+25213F-HRTimelineGroup
BCM ADVISORS, LLC42,113$2.51M0.57%+4,46613F-HRTimeline
Strategent Financial, LLC41,884$2.5M2.26%+7,12313F-HRTimeline
Pettinga Financial Advisors LLC41,731$2.49M0.59%+57413F-HRTimeline
Financial Connections Group, Inc.41,701$2.49M1.12%-24713F-HRTimeline
RS CRUM INC.41,072$2.45M0.66%-3,11913F-HRTimeline
Embree Financial Group40,237$2.4M0.4%+27,90613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…39,884$2.38M0.25%+17,04713F-HRTimelineGroup
M Wealth Management, LLC39,834$2.38M2.22%-10,69613F-HRTimeline
Wealthstream Advisors, Inc.39,271$2.35M0.44%-85713F-HRTimeline
Great Point Wealth Advisors, LLC39,094$2.34M0.51%-14413F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC38,204$2.28M0.62%-5,30413F-HRTimeline
Lauer Wealth, LLC38,982$2.27M1.75%+5,05913F-HRTimeline
Capstone Wealth Management, LLC37,926$2.27M2.26%-1513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …37,353$2.23M0.06%+24,43813F-HRTimelineGroup
Pacific Asset Management, LLC36,841$2.2M1.97%+3213F-HRTimeline
Avidian Wealth Enterprises, LLC36,139$2.16M0.1%+33913F-HRTimeline
Clearstead Advisors, LLC35,967$2.15M0.03%-2213F-HRTimeline
StrongBox Wealth, LLC35,949$2.15M0.9%+2,02813F-HRTimeline
Willow Creek Wealth Management Inc.35,858$2.14M0.21%+24913F-HRTimeline
TOWNSQUARE CAPITAL LLC35,856$2.14M0.02%+13,76713F-HRTimeline
Florida Trust Wealth Management Co35,831$2.14M0.07%+18,71113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC35,688$2.13M<0.01%+8,29913F-HRTimelineGroup
Trace Wealth Advisors, LLC35,443$2.12M1.89%+12913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC35,249$2.11M0.03%+48813F-HRTimeline
Quadcap Wealth Management, LLC35,130$2.1M0.3%-7,48813F-HRTimeline
BAKER BOYER NATIONAL BANK34,990$2.09M0.77%-76813F-HRTimeline
Resonant Capital Advisors, LLC34,875$2.08M0.15%+1,28213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…34,845$2.08M0.02%-27913F-HRTimelineGroup
Ironwood Financial, llc34,757$2.08M0.45%-16013F-HRTimeline
Rehmann Capital Advisory Group34,492$2.06M0.13%+2,85513F-HRTimeline
WPWealth LLP33,657$2.01M0.4%+16,08613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,582$2.01M<0.01%new13F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.32,840$1.96M0.87%+7,60113F-HRTimeline
Ariadne Wealth Management, LP32,044$1.93M1.01%-5,86513F-HRTimeline
SUTTON PLACE INVESTORS LLC31,941$1.91M1.28%+39113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners31,891$1.91M0.31%-2,50113F-HRTimelineGroup
Sanctuary Advisors, LLC31,818$1.9M0.01%+5,89513F-HRTimeline
180 WEALTH ADVISORS, LLC31,606$1.89M0.3%+7,58813F-HRTimeline
Cypress Wealth Services, LLC31,061$1.86M0.38%-4,31113F-HRTimeline
Kingsview Wealth Management, LLC30,825$1.84M0.03%-4,78413F-HRTimeline
AG Asset Advisory, LLC30,008$1.79M1.84%+3,55313F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,815$1.78M+19,431Timeline
Hemington Wealth Management29,511$1.76M0.27%013F-HRTimeline
WCG Wealth Advisors LLC29,492$1.76M0.13%+30413F-HR/ATimeline
SYNOVUS FINANCIAL CORP29,389$1.76M0.02%+24,95613F-HRTimeline
Cloud Capital Management, LLC29,392$1.76M1.25%13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.29,209$1.75M0.76%+45313F-HRTimeline
ELEVATE WEALTH ADVISORY, INC29,133$1.74M1.23%-12813F-HRTimeline
JFS WEALTH ADVISORS, LLC28,965$1.73M0.12%+28313F-HRTimeline
Aspen Wealth Management LLC28,653$1.71M0.48%+2,43113F-HRTimeline
HM PAYSON & CO28,449$1.7M0.03%-3,54113F-HRTimeline
Advisory Services Network, LLC28,068$1.68M0.03%+4,62013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…28,027$1.67M0.5%+7413F-HRTimeline
SwitchPoint Financial Planning, LLC28,004$1.67M1.59%013F-HRTimeline
Five Oceans Advisors27,971$1.67M0.8%-3,59713F-HRTimeline
Westmount Partners, LLC27,155$1.62M0.49%-1,38813F-HRTimeline
Beta Wealth Group, Inc.26,337$1.57M0.57%+10,08413F-HRTimeline
Archford Capital Strategies, LLC26,293$1.57M0.23%-1,71813F-HRTimeline
Cresset Asset Management, LLC26,187$1.56M0.01%013F-HRTimeline
Integrated Advisors Network LLC25,984$1.55M0.08%-2,77313F-HRTimeline
Berger Financial Group, Inc25,543$1.53M0.11%+3,62513F-HRTimeline
Cherry Tree Wealth Management, LLC25,473$1.52M0.37%+51713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC25,395$1.52M0.04%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC25,000$1.49M<0.01%+8,00013F-HRTimeline
LVZ, Inc.24,856$1.49M0.19%-16,77513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.24,776$1.48M0.62%+3,11113F-HRTimeline
RETIREMENT GUYS FORMULA LLC24,459$1.46M0.73%-3,92313F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC24,387$1.46M0.39%+5,79213F-HRTimeline
U.S. Capital Wealth Advisors, LLC24,348$1.45M0.04%-2,03113F-HRTimeline
Jacobi Capital Management LLC24,274$1.45M0.11%+4,59113F-HRTimeline
Squire Investment Management Company, L…23,599$1.41M0.59%+2,98513F-HRTimeline
Shearwater Capital LLC23,576$1.41M0.99%-38213F-HR/ATimeline
Eagle Strategies LLC23,120$1.38M0.24%+1,55713F-HRTimeline
Lauterbach Financial Advisors, LLC22,798$1.36M0.85%+813F-HRTimeline
FCA CORP /TX22,567$1.35M0.43%+38913F-HRTimeline
Integrated Wealth Concepts LLC22,015$1.32M0.02%+1,43413F-HRTimeline
Quantinno Capital Management LP21,996$1.31M0.01%+2,39213F-HRTimeline
Janney Montgomery Scott LLC21,951$1.31M<0.01%-2,98313F-HRTimeline
Accredited Wealth Management, LLC21,880$1.31M1.1%+1,19213F-HRTimeline
AWM CAPITAL, LLC21,589$1.29M0.15%-44913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC21,582$1.29M0.56%+67413F-HRTimeline
HARBOUR INVESTMENTS, INC.21,388$1.28M0.04%+33413F-HRTimeline
Curi Capital, LLC21,354$1.28M0.03%013F-HRTimeline
Hartmann Taylor Wealth Management, LLC21,307$1.27M1.14%13F-HRTimeline
Bullock Wealth Management Group21,182$1.27M0.71%+4,87613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…20,221$1.26M0.51%+7,70013F-HRTimeline
VSM Wealth Advisory, LLC20,892$1.25M0.45%-93513F-HRTimeline
Quantum Financial Advisors, LLC20,700$1.24M0.18%013F-HRTimeline
Gladstone Institutional Advisory LLC20,647$1.23M0.06%-6,50713F-HRTimeline
Graves Light Lenhart Wealth, Inc.20,369$1.22M0.15%+11413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…19,680$1.18M<0.01%+84413F-HRTimelineGroup
Powers Advisory Group, LLC19,633$1.17M0.56%+3,78813F-HRTimeline
Elser Financial Planning, Inc19,467$1.16M1.61%-713,60813F-HRTimeline
Colony Family Offices, LLC19,439$1.16M0.36%+6,34513F-HRTimeline
Compound Planning, Inc.19,406$1.16M0.05%+14,53913F-HRTimeline
Wealth Advisors Northwest LLC19,387$1.16M0.73%-88613F-HRTimeline
USAdvisors Wealth Management, LLC19,343$1.16M0.4%+2713F-HRTimeline
Mayfair Advisory Group, LLC19,285$1.15M0.66%+7413F-HRTimeline
NorthCoast Asset Management LLC19,155$1.14M0.01%-82213F-HR/ATimeline
Pinnacle Bancorp, Inc.19,129$1.14M0.37%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,085$1.14M0.01%013F-HRTimeline
Clarity Capital Advisors, LLC18,964$1.13M0.74%+3513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,825$1.12M<0.01%+2,09313F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.18,727$1.12M0.87%013F-HRTimeline
Quad-Cities Investment Group, LLC18,647$1.11M0.55%+1,85313F-HRTimeline
Valmark Advisers, Inc.18,631$1.11M0.02%+37513F-HRTimeline
Warwick Investment Management, Inc.18,402$1.1M0.23%+3213F-HRTimeline
STEVENS CAPITAL PARTNERS18,141$1.08M0.51%+1,00113F-HRTimeline
SpringVest Wealth Management LLC17,869$1.07M0.89%-64813F-HRTimeline
Savvy Advisors, Inc.17,732$1.06M0.11%new13F-HRTimeline
Institute for Wealth Management, LLC.17,625$1.05M0.14%013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC17,447$1.04M0.04%+42113F-HRTimeline
Valeo Financial Advisors, LLC17,431$1.04M0.03%+82013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC17,216$1.03M0.1%+22613F-HRTimeline
Bedel Financial Consulting, Inc.17,367$1.02M0.15%+9713F-HRTimeline
Olistico Wealth, LLC17,044$1.02M0.63%-36913F-HRTimeline