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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
Orion Porfolio Solutions, LLC14,676$955K0.01%+313F-HRTimeline
Orion Portfolio Solutions, LLC14,676$955K0.01%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,530$946K<0.01%+79113F-HRTimelineGroup
IFG Advisory, LLC14,332$933K0.05%+81113F-HRTimeline
BetterWealth, LLC14,295$930K0.26%+2813F-HRTimeline
KM Capital Management Ltd.14,235$926K0.48%-3,52413F-HRTimeline
SMITH, MOORE & CO.14,231$926K0.08%+23013F-HRTimeline
Axis Wealth Partners, LLC14,091$917K0.77%13F-HRTimeline
BCO Wealth Management LLC14,032$913K0.76%13F-HRTimeline
Jentner Corp13,813$899K0.26%-28113F-HRTimeline
Verus Financial Partners, Inc.13,952$895K0.1%+3813F-HRTimeline
Root Financial Partners, LLC13,689$891K0.11%-2,80013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,598$885K0.13%+68313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,502$879K0.01%013F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC13,196$859K0.3%-8013F-HRTimeline
Samalin Investment Counsel, LLC13,170$857K0.37%+1,54113F-HRTimeline
Colony Family Offices, LLC13,094$852K0.27%+49413F-HRTimeline
Total Wealth Planning, LLC13,023$848K0.13%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,915$840K0.02%-1,57713F-HRTimelineGroup
IFG Advisors, LLC12,908$840K0.17%+2,21213F-HRTimeline
Clark Asset Management, LLC12,758$830K0.16%+96913F-HRTimeline
Werba Rubin Papier Wealth Management12,738$829K0.2%-1413F-HRTimeline
CENTAURUS FINANCIAL, INC.12,656$824K0.05%+28113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…12,521$815K0.32%-7,70013F-HRTimeline
Dodds Wealth, LLC12,018$814K0.26%-1,01413F-HRTimeline
Embree Financial Group12,331$803K0.14%+6,00413F-HRTimeline
L & S Advisors Inc12,165$792K0.09%+48413F-HRTimeline
SVB WEALTH LLC12,056$785K0.01%new13F-HRTimeline
Betterment LLC11,559$752K<0.01%+88013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc11,488$748K0.46%13F-HRTimeline
Peninsula Wealth, LLC11,412$743K0.13%+2613F-HRTimeline
CW Advisors, LLC11,359$739K0.01%+2,13313F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,317$737K0.26%+1,12413F-HRTimeline
Greenspring Advisors, LLC11,179$728K0.16%-61113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,159$726K0.02%new13F-HRTimelineGroup
Porter White Investment Advisors, Inc.11,110$723K0.37%013F-HRTimeline
Parkside Financial Bank & Trust11,099$722K0.1%+3,02413F-HRTimeline
25 LLC11,078$721K0.31%+2113F-HRTimeline
DIVERSIFIED TRUST CO11,013$717K0.02%+30013F-HRTimeline
Mills Wealth Advisors LLC10,961$713K0.41%+91313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,710$697K0.01%+3013F-HRTimelineGroup
Sowell Financial Services LLC10,622$691K0.04%new13F-HRTimeline
HTLF Bank10,582$689K0.08%-913F-HRTimeline
SJS Investment Consulting Inc.10,529$685K0.12%013F-HRTimeline
Graver Capital Management, LLC10,426$679K0.71%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,384$676K0.02%+1,43513F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,343$673K0.05%+66213F-HRTimelineGroup
Merriman Wealth Management, LLC10,309$671K0.03%-16313F-HRTimeline
Beacon Financial Advisory LLC10,299$670K0.22%+68613F-HRTimeline
Abacus Wealth Partners, LLC10,293$670K0.1%-4,14413F-HRTimeline
CWA Asset Management Group, LLC10,189$663K0.03%013F-HRTimeline
FMR LLCin group FMR LLC10,138$660K<0.01%+4,67513F-HRTimelineGroup
BLACK POINT WEALTH MANAGEMENT9,996$651K0.75%+35813F-HRTimeline
TrueWealth Advisors, LLC9,962$648K0.22%+91713F-HRTimeline
Measured Wealth Private Client Group, L…9,895$644K0.21%-38013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,838$640K0.04%-1,45013F-HRTimelineGroup
CVA Family Office, LLC9,689$631K0.1%+7,03513F-HRTimeline
CWS Financial Advisors, LLC9,681$630K0.2%+2,00013F-HRTimeline
Sigma Planning Corp9,568$623K0.02%+32313F-HRTimeline
SEVEN MILE ADVISORY9,559$622K0.4%+2613F-HRTimeline
SIGNATUREFD, LLC9,556$622K0.01%013F-HRTimeline
Cladis Investment Advisory, LLC9,358$609K0.43%-1,20413F-HRTimeline
Pinnacle Financial Partners Inc9,328$607K0.01%013F-HRTimeline
Avior Wealth Management, LLC9,323$607K0.02%+24513F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,275$604K0.24%013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,269$603K0.1%+1113F-HRTimeline
Capital Investment Advisors, LLC9,026$587K0.01%013F-HRTimeline
EVOKE WEALTH, LLC8,952$583K0.02%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,943$582K<0.01%013F-HRTimelineGroup
PEAVINE CAPITAL, LLC8,891$579K0.15%013F-HRTimeline
Mullaney, Keating & Wright, Inc.8,877$578K0.39%-40013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,799$573K0.17%013F-HRTimeline
Professional Financial Advisors, LLC8,743$569K0.15%new13F-HRTimeline
Perigon Wealth Management, LLC8,493$567K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.8,712$567K0.02%+4913F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,462$551K0.13%013F-HRTimeline
Goepper Burkhardt LLC8,363$544K0.22%+5,18813F-HRTimeline
Sincerus Advisory, LLC8,210$534K0.57%13F-HRTimeline
Global Trust Asset Management, LLC8,131$529K0.2%-17913F-HRTimeline
Gateway Wealth Partners, LLC8,129$529K0.14%-34413F-HRTimeline
Allegiance Financial Group Advisory Ser…8,051$524K0.17%+813F-HRTimeline
PrairieView Partners, LLC8,021$522K0.05%013F-HRTimeline
&PARTNERS7,921$520K0.01%new13F-HRTimeline
Joel Isaacson & Co., LLC7,963$518K0.02%+5813F-HRTimeline
Capital Management Associates, Inc7,954$518K0.19%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,952$518K0.52%-9113F-HRTimeline
S.A. Mason LLC7,766$505K0.27%+6513F-HRTimeline
HFG Wealth Management, LLC7,765$504K0.33%-1,82713F-HRTimeline
Acorn Wealth Advisors, LLC7,728$503K0.21%+61813F-HRTimeline
SIMA Wealth Partners, LLC7,592$494K0.42%-1,17013F-HRTimeline
Wingate Wealth Advisors, Inc.7,573$493K0.48%13F-HRTimeline
Wealthspire Retirement, LLC7,488$487K0.04%+93213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,387$481K0.01%013F-HRTimelineGroup
Carlson Capital Management7,383$480K0.02%-19813F-HRTimeline
CRA Financial Services, LLC7,372$480K0.08%013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,155$466K0.05%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.7,129$464K0.31%-7613F-HRTimeline
Western Wealth Management, LLC7,111$463K0.03%-4113F-HR/ATimeline
Stone Summit Wealth LLC7,107$463K0.16%+37013F-HRTimeline
Fort Point Capital Partners LLC7,000$456K0.05%013F-HRTimeline
LRI Investments, LLC6,976$454K0.04%013F-HRTimeline
Stegent Equity Advisors, Inc.6,830$445K0.45%013F-HRTimeline
Marcum Wealth, LLC6,788$442K0.04%+1913F-HRTimeline
Litman Gregory Wealth Management LLC6,770$441K0.04%013F-HRTimeline
PRIVATE TRUST CO NA6,711$437K0.04%-2113F-HRTimeline
Parallel Advisors, LLC6,706$436K0.01%+54713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,677$435K0.01%+2,72313F-HRTimeline
Empower Advisory Group, LLC6,662$434K<0.01%+41513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,670$433K0.13%013F-HRTimeline
Robertson Stephens Wealth Management, L…6,643$432K0.02%+38313F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC6,634$432K0.32%13F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC6,626$431K0.11%+1,31413F-HRTimelineGroup
BRIGHTON JONES LLC6,607$430K0.01%-613F-HR/ATimeline
Safeguard Investment Advisory Group, LLC6,599$429K0.12%-67413F-HRTimeline
Bill Few Associates, Inc.6,573$428K0.15%013F-HRTimeline
Snowden Capital Advisors LLC6,508$424K0.01%+1713F-HRTimeline
Cross Staff Investments Inc6,500$423K0.29%013F-HRTimeline
Accretive Wealth Partners, LLC6,445$419K0.18%013F-HRTimeline
K2 Financial Inc.6,471$418K0.42%13F-HRTimeline
WASHINGTON TRUST Co6,410$417K0.01%013F-HRTimeline
Diversified Portfolios, Inc.6,352$413K0.05%-3013F-HRTimeline
Atlas Wealth LLC6,245$406K0.15%013F-HRTimeline
Financial Symmetry Inc6,243$406K0.28%013F-HRTimeline
Signature Wealth Management Group6,232$406K0.16%+2,90513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,221$405K0.06%013F-HRTimeline
Visionary Wealth Advisors6,127$399K0.02%+313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,121$398K0.01%new13F-HRTimelineGroup
AMARILLO NATIONAL BANK6,076$395K0.07%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO5,964$388K<0.01%013F-HRTimelineGroup
Glenview Trust Co5,872$382K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,813$378K0.01%013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.5,777$376K<0.01%+2,22513F-HRTimeline
SAGE RHINO CAPITAL LLC5,769$375K0.08%-5913F-HRTimeline
QUARRY HILL ADVISORS, LLC5,720$372K0.25%013F-HRTimeline
Versant Capital Management, Inc5,704$371K0.08%013F-HRTimeline
Capital Investment Advisory Services, L…5,646$367K0.04%+11313F-HRTimeline
Francis Financial, Inc.5,634$367K0.09%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,632$367K0.02%+1713F-HRTimeline
HANOVER ADVISORS INC5,627$366K0.15%+1,04413F-HRTimeline
Valued Wealth Advisors LLC5,611$365K0.23%+98013F-HRTimeline
HB Wealth Management, LLC5,599$364K<0.01%013F-HRTimeline
Waverly Advisors, LLC5,592$364K0.01%013F-HRTimeline
Catalina Capital Group, LLC5,568$362K0.12%+51013F-HRTimeline
FineMark National Bank & Trust5,525$360K0.01%+80413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,509$359K0.02%+95813F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC5,502$358K0.29%13F-HRTimeline
Cadence Bank5,485$357K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,476$356K0.03%013F-HRTimelineGroup
Montis Financial, LLC5,413$352K0.11%+19513F-HRTimeline
Sovereign Investment Advisors, LLC5,332$347K0.1%+14013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,289$345K<0.01%-1,08113F-HRTimelineGroup
Heartwood Wealth Advisors LLC5,302$345K0.04%013F-HRTimeline
M.E. ALLISON & CO., INC.5,270$343K0.38%13F-HRTimeline
American Financial Advisors, LLC5,266$343K0.05%+1113F-HRTimeline
Aveo Capital Partners, LLC5,259$342K0.04%-80413F-HRTimeline
Weaver Consulting Group5,227$340K0.1%new13F-HRTimeline
Summit Asset Management, LLC5,217$340K0.06%013F-HRTimeline
Sollinda Capital Management LLC5,145$335K0.09%new13F-HRTimeline
Argent Trust Co5,125$334K0.01%-23713F-HRTimeline
Towneley Capital Management, Inc / DE5,125$334K0.08%-13,41313F-HRTimeline
Merit Financial Group, LLC5,113$333K0.01%-7913F-HRTimeline
Avantax Planning Partners, Inc.5,104$332K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,096$332K0.01%+1,39913F-HRTimelineGroup
ASSET PLANNING CORPORATION5,069$330K0.21%013F-HRTimeline
Wick Capital Partners, LLC5,029$327K0.1%new13F-HR/ATimeline
Mustard Seed Financial, LLC5,018$327K0.27%+213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,000$325K<0.01%+30413F-HRTimelineGroup
Baker Avenue Asset Management, LP4,992$325K0.01%013F-HRTimeline
Disciplined Investments, LLC4,978$324K0.16%-7313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,958$323K<0.01%+70313F-HRTimeline
Milestone Asset Management Group, LLC4,956$323K0.29%13F-HRTimeline
LYNCH & ASSOCIATES/IN4,922$320K0.07%+37313F-HRTimeline
Compound Planning, Inc.4,867$317K0.02%+10113F-HRTimeline
Prudent Man Investment Management, Inc.4,818$314K0.17%13F-HRTimeline
Meritas Wealth Management, LLC4,814$313K0.19%013F-HRTimeline
Rockwood Wealth Management, LLC4,818$313K0.03%+313F-HRTimeline
Smithfield Trust Co4,765$312K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,781$311K0.02%013F-HRTimeline
Cornerstone Advisory, LLC4,650$310K0.04%013F-HRTimeline
Arbor Wealth Advisors LLC4,765$310K0.28%013F-HRTimeline
Avant Financial Advisors LLC4,704$306K0.28%13F-HRTimeline
SteelPeak Wealth, LLC4,631$301K0.01%013F-HRTimeline
Independent Advisor Alliance4,629$301K<0.01%new13F-HRTimeline
SageView Advisory Group, LLC4,620$301K0.01%new13F-HRTimeline
Frank, Rimerman Advisors LLC4,582$298K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,543$296K<0.01%013F-HRTimelineGroup
RKL Wealth Management LLC4,453$290K0.03%013F-HRTimeline
SYNOVUS FINANCIAL CORP4,433$289K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,400$286K0.01%013F-HRTimeline
NewEdge Wealth, LLC4,381$285K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.4,379$285K0.01%-77113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4,279$278K0.06%new13F-HRTimeline
Summit Wealth Partners, LLC4,270$278K0.06%013F-HRTimeline
Tranquility Partners, LLC4,246$277K0.1%+25613F-HRTimeline
Washington Trust Advisors, Inc.4,224$275K0.02%+19013F-HRTimeline
MBE Wealth Management, LLC4,215$274K0.15%+1013F-HRTimeline
Canvas Wealth Advisors, LLC4,139$269K0.07%new13F-HRTimeline
Family Investment Center, Inc.4,110$268K0.07%+113F-HRTimeline
GDS Wealth Management4,099$267K0.02%013F-HRTimeline
Silver Oak Advisory Group, Inc.4,034$262K0.14%013F-HRTimeline