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Disclosery

DFAS DIMENSIONAL ETF TRUST

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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
MONTAG A & ASSOCIATES INC16,918$1.01M0.05%013F-HRTimeline
Financial Insights, Inc.16,499$986K0.39%-6013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,484$985K<0.01%+1,34313F-HRTimelineGroup
Prospect Financial Group LLC16,456$983K1.25%-67613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,381$979K0.02%+10,26013F-HRTimelineGroup
Samalin Investment Counsel, LLC16,266$972K0.39%+3,09613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,242$970K0.86%-75313F-HRTimeline
Kendall Capital Management16,050$959K0.28%new13F-HRTimeline
Michael A. Dubis Financial Planning, LLC16,038$958K0.93%013F-HRTimeline
Axis Wealth Partners, LLC16,018$957K0.71%+1,92713F-HRTimeline
Asset Dedication, LLC15,996$956K0.08%-2,98913F-HRTimeline
Capital Management Associates, Inc15,908$951K0.22%+7,95413F-HRTimeline
Drucker Wealth 3.0, LLC15,585$931K0.2%new13F-HRTimeline
Prospera Financial Services Inc15,398$920K0.02%013F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC15,276$913K1%-1013F-HRTimeline
Summit Trail Advisors, LLC15,085$901K0.03%013F-HRTimeline
FineMark National Bank & Trust15,077$901K0.03%+9,55213F-HRTimeline
CWA Asset Management Group, LLC14,903$890K0.04%+4,71413F-HRTimeline
SMITH, MOORE & CO.14,898$890K0.08%+66713F-HRTimeline
Intelligence Driven Advisers, LLC14,254$852K0.16%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,087$842K<0.01%-44313F-HRTimelineGroup
IFG Advisory, LLC13,874$829K0.05%-45813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…13,681$817K0.12%+8313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,502$807K0.01%013F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC13,064$781K0.27%-13213F-HRTimeline
Mills Wealth Advisors LLC13,046$780K0.41%+2,08513F-HRTimeline
Verus Financial Partners, Inc.13,982$779K0.09%+3013F-HRTimeline
Dodds Wealth, LLC13,002$777K0.25%+98413F-HRTimeline
FMR LLCin group FMR LLC12,947$774K<0.01%+2,80913F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.12,915$772K0.05%+25913F-HRTimeline
L & S Advisors Inc12,905$771K0.1%+74013F-HRTimeline
Clark Asset Management, LLC12,764$763K0.13%+613F-HRTimeline
Werba Rubin Papier Wealth Management12,660$756K0.16%-7813F-HRTimeline
M Holdings Securities, Inc.12,642$755K0.13%new13F-HRTimeline
BCO Wealth Management LLC12,585$752K0.59%-1,44713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,570$751K0.11%+6,34913F-HRTimeline
SEVEN MILE ADVISORY12,533$749K0.5%+2,97413F-HRTimeline
&PARTNERS12,528$748K0.01%+4,60713F-HRTimeline
Total Wealth Planning, LLC12,503$747K0.11%-52013F-HRTimeline
First County Bank /CT/12,172$727K0.4%new13F-HRTimeline
IFG Advisors, LLC12,077$722K0.14%-83113F-HRTimeline
SVB WEALTH LLC12,061$721K0.03%+513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,031$719K0.02%+5,35413F-HRTimeline
Valued Wealth Advisors LLC11,890$710K0.43%+6,27913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,799$705K0.02%+64013F-HRTimelineGroup
Merit Financial Group, LLC11,773$703K0.01%+6,66013F-HRTimeline
B. Riley Wealth Advisors, Inc.11,488$686K0.02%+2,77613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc11,488$686K0.45%013F-HRTimeline
KM Capital Management Ltd.11,337$677K0.37%-2,89813F-HRTimeline
ARK & TLK INVESTMENTS, LLC11,317$676K0.24%013F-HRTimeline
Jentner Corp11,287$674K0.2%-2,52613F-HRTimeline
Greenspring Advisors, LLC11,179$668K0.16%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC11,156$667K0.02%new13F-HRTimeline
Porter White Investment Advisors, Inc.11,094$663K0.33%-1613F-HRTimeline
25 LLC11,094$663K0.27%+1613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,955$655K<0.01%+4,99113F-HRTimelineGroup
JT Stratford LLC10,824$647K0.11%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,735$641K0.05%+39213F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,733$641K0.01%+2313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC10,686$638K0.02%+10,20213F-HRTimelineGroup
SJS Investment Consulting Inc.10,649$636K0.11%+12013F-HRTimeline
Orion Porfolio Solutions, LLC10,552$630K0.01%-4,12413F-HRTimeline
Orion Portfolio Solutions, LLC10,552$630K0.01%-4,12413F-HR/ATimeline
Goepper Burkhardt LLC10,428$623K0.25%+2,06513F-HRTimeline
Graver Capital Management, LLC10,426$623K0.64%013F-HRTimeline
Simplicity Wealth,LLC10,125$605K0.05%new13F-HRTimeline
CWS Financial Advisors, LLC10,122$605K0.19%+44113F-HRTimeline
CRA Financial Services, LLC10,087$603K0.1%+2,71513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …9,838$588K0.03%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…9,805$586K0.19%-9013F-HRTimeline
CW Advisors, LLC9,790$586K0.01%-1,56913F-HRTimeline
CVA Family Office, LLC9,706$580K0.09%+1713F-HRTimeline
Sowell Financial Services LLC9,700$580K0.03%-92213F-HRTimeline
Clear Creek Financial Management, LLC9,698$579K0.06%new13F-HRTimeline
Capital Investment Advisors, LLC9,636$576K0.01%+61013F-HRTimeline
Abacus Wealth Partners, LLC9,592$573K0.09%-70113F-HRTimeline
Pinnacle Financial Partners Inc9,474$566K0.01%+14613F-HRTimeline
Fisher Asset Management, LLC9,413$562K<0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC9,331$558K0.06%+4,51313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,278$554K0.09%+913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,275$554K0.22%013F-HRTimeline
Sigma Planning Corp9,269$554K0.02%-29913F-HRTimeline
Avior Wealth Management, LLC9,242$552K0.02%-8113F-HRTimeline
Betterment LLC9,214$551K<0.01%-2,34513F-HRTimeline
Parkside Financial Bank & Trust9,189$549K0.07%-1,91013F-HRTimeline
Cladis Investment Advisory, LLC9,158$547K0.4%-20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,982$537K<0.01%+3,98213F-HRTimelineGroup
Weaver Consulting Group8,965$536K0.16%+3,73813F-HRTimeline
EVOKE WEALTH, LLC8,952$535K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,943$534K<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC8,903$532K0.01%+3,31113F-HRTimeline
PEAVINE CAPITAL, LLC8,891$531K0.14%013F-HRTimeline
Mullaney, Keating & Wright, Inc.8,877$530K0.36%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,799$526K0.15%013F-HRTimeline
Beacon Financial Advisory LLC8,764$524K0.16%-1,53513F-HRTimeline
Professional Financial Advisors, LLC8,762$524K0.13%+1913F-HRTimeline
Canvas Wealth Advisors, LLC9,195$514K0.13%+5,05613F-HRTimeline
Perigon Wealth Management, LLC8,497$508K0.01%+413F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,462$506K0.12%013F-HRTimeline
PLANWISER FINANCIAL, LLC8,438$499K0.45%13F-HRTimeline
McIlrath & Eck, LLC8,195$490K0.06%+4,52513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,157$487K0.08%+5,90613F-HRTimelineGroup
Sincerus Advisory, LLC8,139$486K0.51%-7113F-HRTimeline
Gateway Wealth Partners, LLC8,129$486K0.11%013F-HRTimeline
Allegiance Financial Group Advisory Ser…8,059$482K0.15%+813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC8,052$481K0.12%+1,42613F-HRTimelineGroup
Sollinda Capital Management LLC8,012$479K0.13%+2,86713F-HRTimeline
Western Wealth Management, LLC8,006$478K0.03%+89513F-HRTimeline
Acorn Wealth Advisors, LLC7,926$474K0.2%+19813F-HRTimeline
Joel Isaacson & Co., LLC7,915$473K0.02%-4813F-HRTimeline
Capital Investment Advisory Services, L…7,880$471K0.04%+2,23413F-HRTimeline
SIMA Wealth Partners, LLC7,861$470K0.39%+26913F-HRTimeline
PrairieView Partners, LLC7,812$466K0.05%-20913F-HRTimeline
Robertson Stephens Wealth Management, L…7,740$462K0.02%+1,09713F-HRTimeline
Wealthspire Retirement, LLC7,577$453K0.04%+8913F-HRTimeline
Geneos Wealth Management Inc.7,554$451K0.01%+3,17513F-HRTimeline
S.A. Mason LLC7,531$450K0.24%-23513F-HRTimeline
Wingate Wealth Advisors, Inc.7,408$443K0.51%-16513F-HRTimeline
Accretive Wealth Partners, LLC7,459$440K0.16%+1,01413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,345$439K0.03%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,337$438K0.01%-5013F-HRTimelineGroup
WEALTHCARE CAPITAL MANAGEMENT LLC7,111$425K0.04%-4413F-HRTimeline
Boyce & Associates Wealth Consulting, I…7,103$424K0.42%-84913F-HRTimeline
FinDec Wealth Services, Inc.7,051$421K0.42%-39,04813F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,038$421K0.02%new13F-HRTimeline
Fort Point Capital Partners LLC7,000$418K0.05%013F-HRTimeline
Marcum Wealth, LLC6,803$406K0.04%+1513F-HRTimeline
Stegent Equity Advisors, Inc.6,779$405K0.41%-5113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,778$405K0.01%new13F-HRTimelineGroup
Litman Gregory Wealth Management LLC6,770$405K0.03%013F-HRTimeline
Stone Summit Wealth LLC6,737$403K0.14%-37013F-HRTimeline
Diversified Portfolios, Inc.6,732$402K0.04%+38013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC6,638$397K0.29%+413F-HRTimeline
Parallel Advisors, LLC6,631$396K0.01%-7513F-HRTimeline
BRIGHTON JONES LLC6,607$395K0.01%013F-HRTimeline
Bill Few Associates, Inc.6,573$393K0.14%013F-HRTimeline
Empower Advisory Group, LLC6,572$393K<0.01%-9013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,508$389K0.11%-16213F-HRTimeline
Financial Symmetry Inc6,505$389K0.24%+26213F-HRTimeline
Cross Staff Investments Inc6,500$388K0.29%013F-HRTimeline
Snowden Capital Advisors LLC6,457$386K0.01%-5113F-HRTimeline
DIVERSIFIED TRUST CO6,457$386K0.01%-4,55613F-HRTimeline
Safeguard Investment Advisory Group, LLC6,430$384K0.1%-16913F-HRTimeline
WASHINGTON TRUST Co6,410$383K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,340$379K0.02%new13F-HRTimeline
K2 Financial Inc.6,746$368K0.36%+27513F-HRTimeline
MBE Wealth Management, LLC6,096$364K0.17%+1,88113F-HRTimeline
AMARILLO NATIONAL BANK6,076$363K0.07%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,022$360K0.02%+51313F-HRTimelineGroup
Catalina Capital Group, LLC5,882$351K0.23%+31413F-HRTimeline
Glenview Trust Co5,872$351K0.01%013F-HR/ATimeline
Atlas Wealth LLC5,858$350K0.14%-38713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,813$347K0.01%013F-HRTimelineGroup
SAGE RHINO CAPITAL LLC5,769$345K0.08%013F-HRTimeline
QUARRY HILL ADVISORS, LLC5,720$342K0.22%013F-HRTimeline
Versant Capital Management, Inc5,704$341K0.06%013F-HRTimeline
Signature Wealth Management Group5,691$340K0.13%-54113F-HRTimeline
M.E. ALLISON & CO., INC.5,670$339K0.33%+40013F-HRTimeline
HANOVER ADVISORS INC5,627$336K0.15%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,555$332K0.28%+5313F-HRTimeline
McNamara Financial Services, Inc.5,547$331K0.07%new13F-HRTimeline
Montis Financial, LLC5,512$329K0.1%+9913F-HRTimeline
Visionary Wealth Advisors5,505$329K0.02%-62213F-HRTimeline
RAM Investment Partners, LLC5,495$328K0.08%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC5,477$327K0.01%+113F-HRTimelineGroup
HB Wealth Management, LLC5,344$319K<0.01%-25513F-HRTimeline
GWN SECURITIES INC.5,343$319K0.02%new13F-HRTimeline
Heartwood Wealth Advisors LLC5,302$317K0.04%013F-HRTimeline
LYNCH & ASSOCIATES/IN5,271$315K0.07%+34913F-HRTimeline
Prudent Man Investment Management, Inc.4,818$314K0.17%013F-HRTimeline
PRIVATE TRUST CO NA5,222$312K0.03%-1,48913F-HRTimeline
Cadence Bank5,210$311K0.02%-27513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,072$308K0.01%-2413F-HRTimelineGroup
Argent Trust Co5,125$306K0.01%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,120$306K0.02%-51213F-HRTimeline
Avantax Planning Partners, Inc.5,104$305K0.01%013F-HRTimeline
ASSET PLANNING CORPORATION5,069$303K0.18%013F-HRTimeline
Aveo Capital Partners, LLC5,093$301K0.05%-16613F-HRTimeline
Towneley Capital Management, Inc / DE5,032$301K0.07%-9313F-HRTimeline
Wick Capital Partners, LLC5,029$300K0.09%013F-HRTimeline
Mustard Seed Financial, LLC5,024$300K0.24%+613F-HRTimeline
Francis Financial, Inc.5,012$299K0.07%-62213F-HRTimeline
Baker Avenue Asset Management, LP4,992$298K0.01%013F-HRTimeline
Disciplined Investments, LLC4,978$297K0.14%013F-HRTimeline
Milestone Asset Management Group, LLC4,962$296K0.27%+613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,906$293K0.02%new13F-HR/ATimelineGroup
Leonard Rickey Investment Advisors P.L.…5,200$290K0.06%new13F-HRTimeline
Meritas Wealth Management, LLC4,814$288K0.17%013F-HRTimeline
Smithfield Trust Co4,800$287K0.01%+3513F-HRTimeline
Prime Capital Investment Advisors, LLC4,786$286K<0.01%+84113F-HRTimeline
BOK Financial Private Wealth, Inc.4,779$286K0.02%-213F-HRTimeline
SageView Advisory Group, LLC4,771$285K0.01%+15113F-HRTimeline
Arbor Wealth Advisors LLC4,765$285K0.25%013F-HRTimeline
Avant Financial Advisors LLC4,704$281K0.25%013F-HRTimeline
Baker Ellis Asset Management LLC4,671$279K0.04%new13F-HRTimeline
SteelPeak Wealth, LLC4,631$277K0.01%013F-HRTimeline
Cornerstone Advisory, LLC4,650$274K0.03%013F-HRTimeline
Frank, Rimerman Advisors LLC4,582$274K0.02%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,543$271K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC4,520$270K0.01%-5,03613F-HRTimeline