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Disclosery

DFAS DIMENSIONAL ETF TRUST

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COM (fund)

767 managers (774 13F filers) reported a position in DFAS shares at 2025-06-30, 126,554,979 shares in all. 47 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
774
New
47
Added
346
Reduced
221
Sold out
34
Shares held by filers
126,554,979

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RF&L WEALTH MANAGEMENT, LLC91,725$5.84M3.77%-4,68013F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC90,987$5.8M3.77%-98313F-HRTimeline
Kooman & Associates90,651$5.78M1.95%+2,28813F-HRTimeline
KMT WEALTH MANAGEMENT, LLC90,461$5.76M3.4%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…89,836$5.72M0.26%+9,04813F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS89,735$5.72M3.92%+14,47613F-HRTimeline
Waterfront Wealth Inc.89,290$5.69M1.28%+23,45613F-HRTimeline
Parker Financial LLC88,802$5.66M2.44%+8,78913F-HRTimeline
Zhang Financial LLC88,754$5.65M0.26%-3,06613F-HRTimeline
Cascade Wealth Advisors, Inc82,582$5.32M3.01%-5,64813F-HRTimeline
Seneschal Advisors, LLC83,227$5.3M4.18%+2,52713F-HRTimeline
MBA Advisors LLC82,636$5.26M2.43%+39,31413F-HRTimeline
Tortoise Investment Management, LLC79,503$5.07M0.48%+36,25613F-HRTimeline
Clear Creek Financial Management, LLC77,501$4.94M0.47%+67,80313F-HRTimeline
Woodward Financial Advisors, Inc.76,934$4.9M2.02%+28713F-HRTimeline
Meriwether Wealth & Planning, LLC76,882$4.9M3.07%-32,69313F-HRTimeline
Apella Capital, LLC73,937$4.8M0.13%+13,25713F-HRTimeline
Altiora Financial Group, LLC75,308$4.8M0.94%-1,19113F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC75,196$4.79M2.19%-73713F-HRTimeline
Bordeaux Wealth Advisors LLC74,609$4.75M0.61%+2113F-HRTimeline
Altura Wealth Advisors Inc.72,939$4.65M2.6%+3713F-HRTimeline
Main Street Financial Solutions, LLC72,820$4.64M0.34%-19213F-HRTimeline
Sageworth Trust Co of South Dakota72,726$4.63M5.02%+2,42213F-HRTimeline
Cordant, Inc.71,035$4.53M2.18%+3,34513F-HRTimeline
Discipline Wealth Solutions, LLC70,606$4.5M1.72%+8,40113F-HRTimeline
First Financial Group Corp69,605$4.43M4.33%+5,45113F-HRTimeline
Kondo Wealth Advisors, Inc.67,898$4.39M1.94%+57613F-HRTimeline
Hiley Hunt Wealth Management66,210$4.3M2.17%+3,94213F-HRTimeline
Forza Wealth Management, LLC67,300$4.29M1.76%+5,74313F-HRTimeline
Foundations Investment Advisors, LLC66,399$4.23M0.07%+15,27913F-HRTimeline
FMB WEALTH MANAGEMENT66,001$4.2M2%-1,20613F-HRTimeline
CPA Asset Management Group, LLC65,740$4.19M1.76%+3,68713F-HRTimeline
Investmark Advisory Group LLC65,239$4.16M1.95%-17,33013F-HRTimeline
Well Done, LLC64,177$4.09M0.77%-1,27613F-HRTimeline
Physician Wealth Advisors, Inc.64,106$4.08M0.64%+1,53013F-HRTimeline
BWM Planning, LLC64,000$4.08M1.4%-78,87013F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding63,100$4.02M+31,209Timeline
KRAFT ASSET MANAGEMENT, LLC61,640$3.93M3.65%-1,55213F-HRTimeline
WEALTHSPAN PARTNERS, LLC60,830$3.88M1.61%-92013F-HRTimeline
Birchcreek Wealth Management, LLC60,192$3.83M2.17%+7,29313F-HRTimeline
First Western Trust Bank59,032$3.76M0.17%-67313F-HRTimeline
PFG Advisors58,470$3.73M0.17%+4,86913F-HRTimeline
TruNorth Capital Management, LLC57,728$3.68M0.82%-49213F-HRTimeline
DBK Financial Counsel, LLC57,214$3.65M3.3%+1,50213F-HRTimeline
Cordgrass Capital Advisors, LLC57,164$3.64M0.98%+2,57613F-HRTimeline
Cascade Financial Partners, LLC56,656$3.61M0.43%-2,56913F-HRTimeline
SC&H Financial Advisors, Inc.56,473$3.6M0.61%-80613F-HRTimeline
CLG LLC56,246$3.58M1.12%-5,43913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp55,980$3.57M<0.01%-33913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…55,314$3.52M0.01%-61,73613F-HRTimelineGroup
Platform Technology Partners54,797$3.49M0.91%+4,66613F-HRTimeline
ACAS, LLC51,145$3.46M2.32%+4,07013F-HRTimeline
Efficient Frontier Advisors LLC53,434$3.4M2.16%-5,59113F-HRTimeline
Grunden Financial Advisory, Inc.53,150$3.39M1.5%-3,72413F-HRTimeline
Physician Wealth Solutions Inc.52,865$3.37M1.56%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp51,571$3.29M0.08%new13F-HRTimelineGroup
Investment Advisory Group, LLC51,373$3.27M0.99%-2,71513F-HRTimeline
Glass Jacobson Investment Advisors llc50,849$3.24M1.25%+49813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC50,687$3.23M<0.01%+14,99913F-HRTimelineGroup
TME FINANCIAL, INC.50,256$3.2M2.59%-5,63813F-HRTimeline
SYNOVUS FINANCIAL CORP49,805$3.17M0.04%+20,41613F-HRTimeline
Modern Wealth Management, LLC49,093$3.13M0.08%+6,73813F-HR/ATimeline
Strategic Investment Solutions, Inc. /IL48,948$3.12M0.94%-9,29113F-HRTimeline
KELLEHER FINANCIAL ADVISORS48,818$3.11M1.08%+1,16013F-HRTimeline
Blume Capital Management, Inc.48,574$3.09M0.63%-12513F-HRTimeline
TAGStone Capital, Inc.47,859$3.09M1.27%+1,99713F-HRTimeline
Meridian Wealth Partners, LLC47,885$3.05M0.44%+3,99913F-HRTimeline
Blue Trust, Inc.47,883$3.05M0.04%-1,70413F-HRTimeline
Freedom Investment Management, Inc.47,770$3.04M0.24%-68413F-HRTimeline
Strategent Financial, LLC47,356$3.02M2.35%+5,47213F-HRTimeline
TIAAgroup of 2 filers holding47,319$3.01M+654Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding46,969$2.99M-8,933Timeline
Parkworth Wealth Management, Inc.46,687$2.97M2.15%+1,39113F-HRTimeline
Aspen Wealth Management LLC46,608$2.97M0.74%+17,95513F-HRTimeline
BCM ADVISORS, LLC45,023$2.95M0.63%+2,91013F-HRTimeline
Vantage Point Financial LLC46,263$2.95M1.29%+1,97513F-HRTimeline
180 WEALTH ADVISORS, LLC46,021$2.93M0.41%+14,41513F-HRTimeline
TCP Asset Management, LLC45,811$2.92M0.58%+1,80613F-HRTimeline
Mason & Associates Inc45,692$2.91M0.67%+1,04613F-HRTimeline
MATHER GROUP, LLC.45,308$2.89M0.03%+1,57413F-HRTimeline
Cambridge Financial Group, LLC45,015$2.87M1.08%+5713F-HRTimeline
IHT Wealth Management, LLC44,956$2.86M0.08%-1,53813F-HRTimeline
Texas Capital Bank Wealth Management Se…44,934$2.86M0.27%013F-HRTimeline
Embree Financial Group44,696$2.85M0.43%+4,45913F-HRTimeline
Wealthspire Advisors, LLC44,635$2.84M0.02%-4,11013F-HRTimeline
Colony Family Offices, LLC44,527$2.84M0.73%+25,08813F-HRTimeline
Strathmore Capital Advisors, Inc.43,088$2.83M1.25%13F-HRTimeline
Pettinga Financial Advisors LLC44,431$2.83M0.62%+2,70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.44,339$2.82M0.02%+2,17713F-HRTimelineGroup
Intelligence Driven Advisers, LLC44,225$2.82M0.42%+29,97113F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC44,057$2.81M1.26%-1,52113F-HRTimeline
Drucker Wealth 3.0, LLC42,567$2.8M0.54%+26,98213F-HRTimeline
Smartleaf Asset Management LLC43,822$2.79M0.25%-59913F-HRTimeline
Aurelius Family Office LLC43,691$2.78M1.32%+48513F-HRTimeline
HTG Investment Advisors, Inc.43,144$2.75M1.02%+34013F-HRTimeline
SACHEM HILL LLC43,076$2.74M0.56%-5,63313F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…42,641$2.72M0.25%+2,75713F-HRTimelineGroup
LEGACY FINANCIAL GROUP, INC.42,456$2.7M0.8%-62413F-HRTimeline
Florida Trust Wealth Management Co42,236$2.69M0.08%+6,40513F-HRTimeline
Narus Financial Partners, LLC41,720$2.66M0.83%-8,05413F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.41,338$2.63M1.03%+8,49813F-HRTimeline
RS CRUM INC.40,257$2.56M0.61%-81513F-HRTimeline
Quantinno Capital Management LP39,665$2.53M0.01%+17,66913F-HRTimeline
Lauer Wealth, LLC39,160$2.52M2.11%+17813F-HRTimeline
Cloud Capital Management, LLC38,885$2.5M1.56%+9,49313F-HRTimeline
Resonant Capital Advisors, LLC38,988$2.48M0.16%+4,11313F-HRTimeline
Wealthstream Advisors, Inc.38,904$2.48M0.41%-36713F-HRTimeline
Jacobi Capital Management LLC38,570$2.46M0.16%+14,29613F-HRTimeline
Capstone Wealth Management, LLC37,953$2.42M2.12%+2713F-HRTimeline
M Wealth Management, LLC37,635$2.4M2.21%-2,19913F-HRTimeline
StrongBox Wealth, LLC36,988$2.36M0.89%+1,03913F-HRTimeline
Wealth Management Partners, LLC35,438$2.3M0.81%new13F-HRTimeline
Savvy Advisors, Inc.36,028$2.3M0.15%+18,29613F-HRTimeline
Clearstead Advisors, LLC35,747$2.28M0.03%-22013F-HRTimeline
Willow Creek Wealth Management Inc.35,728$2.28M0.2%-13013F-HRTimeline
Pacific Asset Management, LLC35,557$2.27M1.82%-1,28413F-HRTimeline
Trace Wealth Advisors, LLC35,445$2.26M1.84%+213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…35,368$2.25M0.05%+23,56913F-HRTimelineGroup
Advisory Services Network, LLC34,871$2.25M0.04%+6,80313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…35,139$2.24M0.02%+29413F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…34,981$2.23M0.65%+6,95413F-HRTimeline
Sanctuary Advisors, LLC34,691$2.21M0.01%+2,87313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC34,548$2.2M0.03%-70113F-HRTimeline
Rehmann Capital Advisory Group34,348$2.19M0.13%-14413F-HRTimeline
Quadcap Wealth Management, LLC34,323$2.19M0.28%-80713F-HRTimeline
BAKER BOYER NATIONAL BANK34,227$2.18M0.75%-76313F-HRTimeline
D.A. DAVIDSON & CO.34,167$2.18M0.02%-9,02613F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.34,124$2.17M0.86%+9,34813F-HRTimeline
Ariadne Wealth Management, LP30,958$2.09M1%-1,08613F-HRTimeline
Ironwood Financial, llc34,757$2.08M0.45%013F-HRTimeline
Mayfair Advisory Group, LLC31,784$2.05M0.97%+12,49913F-HRTimeline
OARSMAN CAPITAL, INC.32,087$2.04M0.32%-49,19813F-HRTimeline
Berger Financial Group, Inc31,839$2.03M0.13%+6,29613F-HRTimeline
SUTTON PLACE INVESTORS LLC31,666$2.02M1.21%-27513F-HRTimeline
WCG Wealth Advisors LLC31,554$2.01M0.13%+2,06213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…31,416$2M0.04%+15,03513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC31,280$1.99M0.07%+20,59413F-HRTimelineGroup
AG Asset Advisory, LLC31,195$1.99M1.73%+1,18713F-HRTimeline
Cypress Wealth Services, LLC30,141$1.92M0.34%-92013F-HRTimeline
Five Oceans Advisors30,072$1.92M0.82%+2,10113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…29,867$1.9M<0.01%-19,72313F-HR/ATimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding29,815$1.9M0Timeline
Hemington Wealth Management29,511$1.88M0.27%013F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC28,682$1.83M0.41%+4,29513F-HRTimeline
Hartmann Taylor Wealth Management, LLC28,247$1.8M1.5%+6,94013F-HRTimeline
Integrated Advisors Network LLC28,186$1.8M0.08%+2,20213F-HRTimeline
ELEVATE WEALTH ADVISORY, INC28,169$1.79M1.28%-96413F-HRTimeline
SwitchPoint Financial Planning, LLC28,004$1.78M1.46%013F-HRTimeline
Avidian Wealth Enterprises, LLC27,720$1.77M0.07%-8,41913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC27,602$1.76M0.69%+6,02013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO26,247$1.67M0.42%13F-HRTimeline
LVZ, Inc.26,218$1.67M0.2%+1,36213F-HRTimeline
Westmount Partners, LLC26,198$1.67M0.46%-95713F-HRTimeline
WESCAP Management Group, Inc.26,031$1.66M0.38%-18,68113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,989$1.66M<0.01%+6,30913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC25,395$1.62M0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25,149$1.6M0.1%-3,81613F-HRTimeline
MGO ONE SEVEN LLC25,139$1.6M0.05%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,049$1.6M<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC24,547$1.56M0.06%-48,00813F-HRTimeline
Linscomb Wealth, Inc.24,416$1.56M0.07%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,385$1.55M0.04%-12,96813F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.24,235$1.54M0.18%+3,86613F-HRTimeline
RETIREMENT GUYS FORMULA LLC24,155$1.54M0.58%-30413F-HRTimeline
FCA CORP /TX24,052$1.53M0.46%+1,48513F-HRTimeline
J.W. COLE ADVISORS, INC.23,996$1.53M0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC23,688$1.51M0.35%-1,78513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC23,686$1.51M1.52%+8,41013F-HRTimeline
Shearwater Capital LLC23,576$1.5M0.94%013F-HRTimeline
&PARTNERS23,734$1.5M0.01%+11,20613F-HRTimeline
Archford Capital Strategies, LLC23,135$1.47M0.19%-3,15813F-HRTimeline
Financial Connections Group, Inc.23,047$1.47M0.61%-18,65413F-HRTimeline
Lauterbach Financial Advisors, LLC22,916$1.46M0.8%+11813F-HRTimeline
Squire Investment Management Company, L…22,794$1.45M0.54%-80513F-HRTimeline
Janney Montgomery Scott LLC22,742$1.45M<0.01%+79113F-HRTimeline
Powers Advisory Group, LLC22,698$1.45M0.64%+3,06513F-HRTimeline
Integrated Wealth Concepts LLC22,697$1.45M0.01%+68213F-HRTimeline
Kingsview Wealth Management, LLC22,672$1.44M0.02%-8,15313F-HRTimeline
Curi Capital, LLC22,524$1.44M0.03%+1,17013F-HRTimeline
Laird Norton Wetherby Wealth Management…22,444$1.43M0.06%13F-HRTimeline
Rockwood Wealth Management, LLC22,331$1.42M0.13%+13,00013F-HRTimeline
Accredited Wealth Management, LLC22,130$1.41M1.14%+25013F-HRTimeline
Gladstone Institutional Advisory LLC21,957$1.4M0.06%+1,31013F-HRTimeline
AWM CAPITAL, LLC21,589$1.38M0.14%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,277$1.36M0.03%-11113F-HRTimeline
Simplicity Wealth,LLC20,702$1.32M0.05%+10,57713F-HRTimeline
Quantum Financial Advisors, LLC20,700$1.32M0.18%013F-HRTimeline
Quad-Cities Investment Group, LLC20,581$1.31M0.6%+1,93413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC20,505$1.31M0.05%+3,05813F-HRTimeline
VSM Wealth Advisory, LLC20,449$1.3M0.43%-44313F-HRTimeline
Prospect Financial Group LLC20,410$1.3M1.36%+3,95413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC20,400$1.3M<0.01%-4,60013F-HRTimeline
USAdvisors Wealth Management, LLC19,732$1.26M0.47%+38913F-HRTimeline
Elser Financial Planning, Inc19,467$1.24M1.55%013F-HR/ATimeline
Bullock Wealth Management Group19,157$1.24M0.66%-2,02513F-HRTimeline
Valmark Advisers, Inc.19,399$1.24M0.02%+76813F-HRTimeline
CX Institutional19,273$1.23M0.04%-70,61813F-HR/ATimeline
NorthCoast Asset Management LLC19,175$1.22M0.01%+2013F-HRTimeline
Wealth Advisors Northwest LLC19,106$1.22M0.64%-28113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC19,085$1.22M0.01%013F-HRTimeline