Skip to content
Disclosery

DFAS DIMENSIONAL ETF TRUST

Follow

COM (fund)

885 managers (894 13F filers) reported a position in DFAS shares at 2026-03-31, 147,886,078 shares in all. 59 filers opened a position and 30 filers sold out during the quarter.

Managers
885
13F filers
894
New
59
Added
407
Reduced
264
Sold out
30
Shares held by filers
147,886,078

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
DEMMING FINANCIAL SERVICES CORP /ADV109,135$7.76M5.64%-72813F-HRTimeline
Yardley Wealth Management LLC108,545$7.72M3.96%-2,06113F-HRTimeline
CLARIS ADVISORS, LLC / MO /105,784$7.52M2.25%-42313F-HRTimeline
CARDIFF PARK ADVISORS, LLC105,144$7.48M0.6%-19,70013F-HRTimeline
RFG Advisory, LLC104,737$7.45M0.14%-5,39913F-HRTimeline
Aegis Wealth Management LLC103,932$7.39M4.23%+2,90413F-HRTimeline
Larson Financial Group LLC103,863$7.39M0.24%-7,00613F-HRTimeline
Ruggaard & Associates LLC103,859$7.39M2.93%-2,59913F-HRTimeline
Forza Wealth Management, LLC102,700$7.31M2.54%+6,98013F-HRTimeline
LAM GROUP, INC.101,270$7.2M3.96%-62813F-HRTimeline
MBA Advisors LLC101,123$7.19M2.76%+6,64213F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC100,116$7.12M4.26%+10,31913F-HRTimeline
Platform Technology Partners100,049$7.12M1.37%+6,17613F-HRTimeline
Kooman & Associates99,628$7.09M2.11%+1,31913F-HRTimeline
JDH Wealth Management, LLC99,256$7.06M4.76%-6513F-HRTimeline
Zhang Financial LLC97,668$6.95M0.24%+9,01513F-HRTimeline
BUSH INVESTMENT GROUP, LLC96,904$6.89M3.77%+4,77413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…96,361$6.85M0.01%-12,44913F-HRTimelineGroup
Navigoe, LLC96,191$6.84M4.04%+29713F-HRTimeline
CPA Asset Management Group, LLC94,211$6.7M2.25%+9,90813F-HRTimeline
JMG Financial Group, Ltd.93,969$6.68M0.18%-56413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …93,796$6.67M0.05%+5,56013F-HRTimelineGroup
Parker Financial LLC93,203$6.61M2.64%+2,73413F-HRTimeline
NewEdge Advisors, LLC91,565$6.51M0.02%-1,50113F-HR/ATimeline
PINKERTON WEALTH, LLC93,075$6.48M0.59%-2,81913F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC90,962$6.47M4.84%-2,10613F-HRTimeline
KMT WEALTH MANAGEMENT, LLC90,461$6.43M3.5%013F-HRTimeline
Alpha Financial Advisors, LLC90,316$6.42M1.97%-2,76213F-HRTimeline
First National Trust Co90,005$6.4M0.22%-26,41413F-HRTimeline
Cordant, Inc.89,705$6.38M2.59%+12,16113F-HRTimeline
SeedSafe Financial LLC87,536$6.23M5.12%+10,32813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC86,959$6.19M1.39%-5,96713F-HRTimeline
Visionary Wealth Advisors84,924$6.04M0.27%-13,91713F-HRTimeline
True Freedom Investing, LLC84,903$6.04M0.46%+8,61413F-HRTimeline
Sageworth Trust Co of South Dakota82,822$5.89M4.67%+57013F-HRTimeline
Seneschal Advisors, LLC80,736$5.74M4.26%+1,17313F-HRTimeline
SMI Advisory Services, LLC77,905$5.62M0.93%+40,93513F-HRTimeline
Tortoise Investment Management, LLC78,897$5.61M0.46%+83513F-HRTimeline
BAYSHORE ASSET MANAGEMENT, LLC76,523$5.44M2.17%+69013F-HRTimeline
Physician Wealth Advisors, Inc.75,992$5.41M0.75%+80113F-HRTimeline
First Financial Group Corp75,835$5.39M4.4%+3,92613F-HRTimeline
Navigate Wealth Management, LLC69,984$5.38M3.78%13F-HRTimeline
Birchcreek Wealth Management, LLC75,608$5.38M2.59%+78913F-HRTimeline
Hiley Hunt Wealth Management74,847$5.32M2.35%+2,95013F-HRTimeline
Frankly Finances, LLC73,891$5.26M4.76%+24013F-HRTimeline
Cordgrass Capital Advisors, LLC72,535$5.16M1.21%+5,01913F-HRTimeline
Well Done, LLC72,366$5.15M0.76%+11,22213F-HRTimeline
Quantinno Capital Management LP72,158$5.13M0.01%+27913F-HRTimeline
Stadion Money Management, LLC71,692$5.1M0.51%-245,47113F-HRTimeline
Woodward Financial Advisors, Inc.73,655$5.1M1.96%-1,06713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp71,345$5.07M0.1%+3,33013F-HRTimelineGroup
Napier Financial, LLC70,677$5.03M1.15%+99313F-HRTimeline
Meridian Wealth Partners, LLC69,990$4.98M0.68%+4,28713F-HRTimeline
PFG Advisors69,646$4.95M0.24%+3,99113F-HRTimeline
Altiora Financial Group, LLC67,999$4.84M0.8%-7513F-HRTimeline
DBK Financial Counsel, LLC67,173$4.78M3.62%+2,61613F-HRTimeline
Florida Trust Wealth Management Co65,963$4.69M0.13%+12,20713F-HRTimeline
Kondo Wealth Advisors, Inc.65,940$4.69M1.77%-15213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp65,345$4.65M<0.01%+5,33313F-HRTimelineGroup
Savvy Advisors, Inc.65,176$4.64M0.12%+11,34913F-HRTimeline
HUB Investment Partners, LLC63,633$4.53M0.11%+25,22513F-HRTimeline
TME FINANCIAL, INC.63,324$4.5M3.12%+50313F-HRTimeline
DiPaolo Financial Group, Inc.62,759$4.46M3.25%+9,65113F-HRTimeline
FMB WEALTH MANAGEMENT62,710$4.46M1.85%-2,23413F-HRTimeline
Kane Co Wealth Management, Inc.62,424$4.44M3.74%+53413F-HRTimeline
Investmark Advisory Group LLC62,168$4.42M1.89%-2,11113F-HRTimeline
Strategent Financial, LLC61,307$4.36M2.96%+4,40213F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…60,876$4.35M0.51%+2,88713F-HRTimeline
TrustWell Financial Advisors, LLC61,084$4.34M4.09%+2,88113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…60,377$4.29M0.09%+4,04313F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC60,372$4.29M1.51%-32913F-HRTimeline
180 WEALTH ADVISORS, LLC60,301$4.29M0.49%+2,83213F-HRTimeline
TruNorth Capital Management, LLC58,839$4.19M0.8%+1,10013F-HRTimeline
Sanctuary Advisors, LLC58,767$4.18M0.02%-10,14913F-HRTimeline
CLG LLC58,575$4.17M1.03%+2,37513F-HRTimeline
MGO ONE SEVEN LLC58,253$4.14M0.08%-12813F-HRTimeline
BWM Planning, LLC58,133$4.14M1.09%-15,20413F-HRTimeline
SC&H Financial Advisors, Inc.57,507$4.09M0.62%+57913F-HRTimeline
Glass Jacobson Investment Advisors llc57,292$4.08M1.41%+4,59613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,608$4.03M0.04%-1,17713F-HRTimelineGroup
Cascade Financial Partners, LLC56,436$4.01M0.41%-9013F-HRTimeline
Aspen Wealth Management LLC55,851$3.97M0.79%+9,88213F-HRTimeline
BCM ADVISORS, LLC51,591$3.96M0.78%+1,50713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK55,650$3.96M0.02%+43,55913F-HRTimelineGroup
Altura Wealth Advisors Inc.54,768$3.9M1.7%-42,72713F-HRTimeline
Linscomb Wealth, Inc.54,564$3.88M0.17%+29,35313F-HRTimeline
Adelphi Trust Co54,556$3.88M3.16%+4,15813F-HRTimeline
GK Wealth Management LLC55,948$3.87M3.37%new13F-HRTimeline
DWR WEALTH MANAGEMENT, LLC55,948$3.87M3.37%+13,17613F-HRTimeline
Greenspring Advisors, LLC53,863$3.83M0.23%-3,36313F-HRTimeline
Merit Financial Group, LLC53,208$3.78M0.03%-2,53713F-HRTimeline
NorthCrest Asset Manangement, LLC52,499$3.77M0.12%+48,98313F-HRTimeline
Physician Wealth Solutions Inc.52,865$3.76M1.56%013F-HRTimeline
Jacobi Capital Management LLC52,248$3.72M0.21%+5,28113F-HRTimeline
DeLarme Wealth Management, Inc.52,057$3.7M2.38%-1,62113F-HRTimeline
HTG Investment Advisors, Inc.51,092$3.63M1.04%+1,53013F-HRTimeline
Colony Family Offices, LLC50,881$3.62M0.89%+1,23513F-HRTimeline
Blue Trust, Inc.50,854$3.62M0.04%+87913F-HRTimeline
TCP Asset Management, LLC50,044$3.56M0.46%+17913F-HRTimeline
Hartmann Taylor Wealth Management, LLC50,038$3.56M2.35%+5,33213F-HRTimeline
Investment Advisory Group, LLC49,997$3.56M0.9%-1,55513F-HRTimeline
Armor Investment Advisors, LLC49,701$3.54M1.27%-5,28713F-HRTimeline
Harbour Wealth Management Group, Inc.49,534$3.52M2.65%+1,45413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…49,479$3.52M0.11%-4,27513F-HR/ATimelineGroup
Janney Montgomery Scott LLC49,438$3.52M0.01%+8,99413F-HRTimeline
First Western Trust Bank49,052$3.49M0.18%-2,92313F-HRTimeline
Blume Capital Management, Inc.48,099$3.42M0.58%013F-HRTimeline
TAGStone Capital, Inc.47,469$3.38M1.19%-53113F-HRTimeline
Financial Planning Navigators CORP47,346$3.37M1.48%+14,12713F-HRTimeline
IHT Wealth Management, LLC46,826$3.33M0.08%-1,66913F-HRTimeline
Advisory Services Network, LLC46,533$3.31M0.04%+12,29813F-HRTimeline
Strategic Investment Solutions, Inc. /IL46,076$3.28M0.79%-98913F-HRTimeline
Freedom Investment Management, Inc.45,855$3.26M0.97%-69413F-HRTimeline
Mason & Associates Inc46,520$3.22M0.62%+2,78113F-HRTimeline
Drucker Wealth 3.0, LLC45,108$3.21M0.56%-1,97413F-HRTimeline
LEGACY FINANCIAL GROUP, INC.45,059$3.21M0.85%+1,44813F-HRTimeline
Texas Capital Bank Wealth Management Se…44,934$3.2M0.19%013F-HRTimeline
MATHER GROUP, LLC.44,523$3.17M0.03%+63713F-HRTimeline
Belleair Asset Management, LLC44,446$3.16M2.88%013F-HRTimeline
ENZI WEALTH44,245$3.15M1.09%-3,75113F-HRTimeline
Spectrum Advisors, Inc.44,050$3.13M2.47%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS48,818$3.11M0.79%-50,77413F-HRTimeline
TIAAgroup of 3 filers holding43,702$3.11M+1,348Timeline
Lauer Wealth, LLC41,732$3.1M2.48%+1,31913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO43,466$3.09M<0.01%+12,24713F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.42,876$3.05M1.04%+2,43013F-HRTimeline
Wealthspire Advisors, LLC42,717$3.04M0.02%-1,09613F-HRTimeline
Strathmore Capital Advisors, Inc.39,086$3.01M0.85%-66613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC42,024$2.99M1.2%-2,21313F-HRTimeline
Sprinkle Financial Consultants LLC41,922$2.98M1.38%+10,80213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,476$2.96M0.02%-12,19413F-HRTimelineGroup
Kingsview Wealth Management, LLC41,632$2.96M0.04%-12,38613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC41,221$2.93M0.02%-1,01113F-HRTimeline
ADE, LLC41,165$2.93M1.4%+6,02813F-HRTimeline
Narus Financial Partners, LLC41,148$2.93M0.77%-77413F-HRTimeline
MCF Advisors LLC40,946$2.91M0.13%-9,28613F-HRTimeline
SACHEM HILL LLC40,583$2.89M0.56%+18713F-HRTimeline
Cloud Capital Management, LLC40,477$2.87M1.25%+1,30313F-HRTimeline
Pacific Asset Management, LLC40,363$2.87M1.6%+4,26313F-HRTimeline
RS CRUM INC.39,877$2.84M0.55%-28013F-HRTimeline
Generations Wealth, LLC39,862$2.84M2.75%-4,21013F-HRTimeline
Vantage Point Financial LLC39,313$2.8M0.98%-1,46513F-HRTimeline
Olistico Wealth, LLC39,097$2.78M1.37%+12,29813F-HRTimeline
Summit Financial, LLC38,823$2.76M0.04%+27,28713F-HRTimeline
Aurelius Family Office LLC38,662$2.75M1.2%-2,05513F-HRTimeline
Oakmont Advisory Group, LLC38,345$2.73M2.78%+3,59813F-HRTimeline
Great Point Wealth Advisors, LLC37,723$2.68M0.5%-48213F-HRTimeline
Capstone Wealth Management, LLC37,662$2.68M1.87%-25513F-HRTimeline
M Wealth Management, LLC36,728$2.61M2.2%-1113F-HRTimeline
FLC Capital Advisors36,372$2.59M0.47%-1,37613F-HRTimeline
WCG Wealth Advisors LLC36,207$2.58M0.07%+2,29713F-HRTimeline
BAKER BOYER NATIONAL BANK35,793$2.55M0.76%+60813F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC35,690$2.54M0.62%-66713F-HRTimeline
Cambridge Financial Group, LLC35,180$2.5M0.85%-14,53313F-HRTimeline
AG Asset Advisory, LLC35,126$2.5M2.07%+3,57613F-HRTimeline
Powers Advisory Group, LLC34,763$2.47M0.87%+4,34413F-HRTimeline
D.A. DAVIDSON & CO.34,653$2.46M0.01%-78013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…34,426$2.45M0.69%+94113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners34,166$2.43M0.32%+2,67413F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…33,686$2.4M0.01%-13913F-HRTimelineGroup
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…33,556$2.39M1.87%-1,13513F-HRTimeline
Quadcap Wealth Management, LLC33,489$2.38M0.27%-19913F-HRTimeline
Johnson Wealth Management, LLC33,317$2.37M1.14%-65313F-HRTimeline
Goepper Burkhardt LLC33,097$2.35M0.79%+12,87713F-HRTimeline
Pettinga Financial Advisors LLC32,765$2.33M0.44%-9,71613F-HRTimeline
Gibraltar Capital Management, Inc.32,765$2.33M0.4%new13F-HRTimeline
SUTTON PLACE INVESTORS LLC32,513$2.31M1.26%-20113F-HRTimeline
J. R. Prunier Capital Management LLC32,032$2.28M0.97%+2,95613F-HRTimeline
FourThought Financial Partners, LLC32,021$2.28M0.2%+22,21813F-HRTimeline
Rehmann Capital Advisory Group31,689$2.25M0.12%-1,97113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC31,026$2.21M0.33%+25,62513F-HRTimeline
Trace Wealth Advisors, LLC30,926$2.2M1.65%+213F-HRTimeline
Fortis Advisors, LLC30,829$2.19M1.1%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC30,773$2.19M0.07%+4,28213F-HRTimeline
Triumph Capital Management30,544$2.17M0.44%+4,53513F-HRTimeline
WESCAP Management Group, Inc.30,385$2.16M0.43%+3,53913F-HRTimeline
Cypress Wealth Services, LLC30,103$2.14M0.3%-3,70113F-HRTimeline
J.W. COLE ADVISORS, INC.29,950$2.13M0.07%-10913F-HRTimeline
Berger Financial Group, Inc29,618$2.11M0.12%-48913F-HRTimeline
Mayfair Advisory Group, LLC29,558$2.1M0.73%+70813F-HRTimeline
Ariadne Wealth Management, LP29,528$2.1M0.94%+53213F-HRTimeline
Gladstone Institutional Advisory LLC29,029$2.06M0.08%+1,25213F-HRTimeline
Integrated Advisors Network LLC28,997$2.06M0.11%+8113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC28,607$2.03M0.03%new13F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding28,602$2.03M0Timeline
Optimus Capital Advisors, LLC28,461$2.02M1.2%-81313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding28,345$2.02M+524Timeline
IFP Advisors, Inc28,186$2M0.04%+6,05513F-HRTimeline
SwitchPoint Financial Planning, LLC28,004$1.99M1.35%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO27,813$1.98M0.21%-65013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC27,717$1.97M1.24%+31313F-HRTimeline
Quad-Cities Investment Group, LLC27,350$1.95M0.78%+3,18413F-HRTimeline
Five Oceans Advisors27,240$1.94M0.7%-41713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC27,162$1.93M0.2%+3,89913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26,709$1.9M<0.01%+2,88713F-HRTimelineGroup
FCA CORP /TX26,387$1.88M0.53%+89313F-HRTimeline
Cherry Tree Wealth Management, LLC26,314$1.87M0.4%+8213F-HRTimeline
LVZ, Inc.26,111$1.86M0.21%+2,04713F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC25,925$1.84M0.31%-5,39513F-HRTimeline
Graves Light Lenhart Wealth, Inc.25,631$1.82M0.19%-11213F-HRTimeline