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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
Clarity Capital Advisors, LLC19,007$1.21M0.71%+4313F-HRTimeline
Pinnacle Bancorp, Inc.19,006$1.21M0.37%-12313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.18,727$1.19M0.84%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC18,647$1.19M0.1%+1,43113F-HRTimeline
Warwick Investment Management, Inc.18,443$1.18M0.23%+4113F-HRTimeline
Samalin Investment Counsel, LLC18,440$1.17M0.45%+2,17413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,345$1.17M0.03%-682,49213F-HRTimelineGroup
Jentner Corp17,789$1.13M0.3%+6,50213F-HRTimeline
STEVENS CAPITAL PARTNERS17,572$1.13M0.41%-56913F-HRTimeline
Institute for Wealth Management, LLC.17,625$1.12M0.13%013F-HRTimeline
IFG Advisory, LLC17,530$1.12M0.06%+3,65613F-HRTimeline
Bedel Financial Consulting, Inc.17,456$1.11M0.15%+8913F-HRTimeline
Axis Wealth Partners, LLC17,275$1.1M0.72%+1,25713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,252$1.1M0.15%+3,57113F-HRTimeline
FineMark National Bank & Trust17,209$1.1M0.04%+2,13213F-HRTimeline
Olistico Wealth, LLC16,734$1.07M0.59%-31013F-HRTimeline
Prospera Financial Services Inc16,449$1.05M0.02%+1,05113F-HRTimeline
Eagle Strategies LLC16,350$1.04M0.16%-6,77013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,128$1.03M0.85%-11413F-HRTimeline
Mills Wealth Advisors LLC16,123$1.03M0.47%+3,07713F-HRTimeline
ARK & TLK INVESTMENTS, LLC16,016$1.02M0.33%+4,69913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,971$1.02M<0.01%-51313F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC15,743$1M0.03%-8,60513F-HRTimeline
Asset Dedication, LLC15,725$1M0.07%-27113F-HRTimeline
Financial Insights, Inc.15,701$1M0.37%-79813F-HRTimeline
Summit Trail Advisors, LLC15,589$993K0.02%+50413F-HRTimeline
Opus Capital Group, LLC15,244$971K0.12%new13F-HRTimeline
L & S Advisors Inc14,997$955K0.09%+2,09213F-HRTimeline
Valeo Financial Advisors, LLC14,956$953K0.02%-2,47513F-HR/ATimeline
Verus Financial Partners, Inc.14,020$921K0.09%+3813F-HRTimeline
SpringVest Wealth Management LLC14,435$920K0.74%-3,43413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,157$902K<0.01%+7013F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC14,049$895K0.01%+2,01813F-HRTimeline
SMITH, MOORE & CO.13,894$885K0.07%-1,00413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,795$879K0.06%+3,06013F-HRTimelineGroup
ADE, LLC13,792$879K0.47%+9,95413F-HRTimeline
First County Bank /CT/13,739$875K0.47%+1,56713F-HRTimeline
JT Stratford LLC13,655$870K0.13%+2,83113F-HRTimeline
CENTAURUS FINANCIAL, INC.13,428$856K0.05%+51313F-HRTimeline
Orion Porfolio Solutions, LLC13,378$852K0.01%+2,82613F-HR/ATimeline
SEMITAM BONAM LLC13,323$849K0.8%13F-HRTimeline
Total Wealth Planning, LLC13,195$841K0.11%+69213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,116$836K<0.01%-5,70913F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC13,065$832K0.26%+113F-HRTimeline
Clark Asset Management, LLC12,770$814K0.11%+613F-HRTimeline
Werba Rubin Papier Wealth Management12,601$803K0.15%-5913F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…12,521$798K0.3%-7,70013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK12,304$784K<0.01%-1,19813F-HRTimelineGroup
IFG Advisors, LLC12,252$781K0.13%+17513F-HRTimeline
B. Riley Wealth Advisors, Inc.11,540$735K0.04%+5213F-HRTimeline
HM PAYSON & CO11,505$733K0.01%-16,94413F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc11,488$732K0.42%013F-HRTimeline
CWS Financial Advisors, LLC11,386$725K0.21%+1,26413F-HRTimeline
FMR LLCin group FMR LLC11,372$725K<0.01%-1,57513F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC11,156$711K0.02%013F-HRTimeline
Porter White Investment Advisors, Inc.11,095$707K0.33%+113F-HRTimeline
25 LLC11,093$707K0.26%-113F-HRTimeline
BCO Wealth Management LLC11,012$702K0.5%-1,57313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC11,002$701K0.38%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO10,955$698K<0.01%013F-HRTimelineGroup
Compound Planning, Inc.10,952$698K0.03%-8,45413F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.9,741$693K0.39%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,762$686K0.01%+2913F-HRTimelineGroup
CWA Asset Management Group, LLC10,683$681K0.03%-4,22013F-HRTimeline
Wingate Wealth Advisors, Inc.10,642$678K0.6%+3,23413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,607$676K0.05%+3,26213F-HRTimeline
Goepper Burkhardt LLC10,564$673K0.25%+13613F-HRTimeline
SJS Investment Consulting Inc.10,516$670K0.11%-13313F-HRTimeline
Sollinda Capital Management LLC10,514$670K0.17%+2,50213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,483$668K<0.01%+1,50113F-HRTimelineGroup
Graver Capital Management, LLC10,426$664K0.59%013F-HRTimeline
KM Capital Management Ltd.10,134$646K0.32%-1,20313F-HRTimeline
CRA Financial Services, LLC10,087$643K0.1%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,045$640K0.04%+20713F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB9,950$634K0.05%new13F-HRTimeline
CW Advisors, LLC9,791$624K0.01%+113F-HRTimeline
Betterment LLC9,781$623K<0.01%+56713F-HRTimeline
Diversified Portfolios, Inc.9,777$623K0.06%+3,04513F-HRTimeline
Pinnacle Financial Partners Inc9,744$621K0.01%+27013F-HRTimeline
Abacus Wealth Partners, LLC9,592$611K0.09%013F-HRTimeline
Cresset Asset Management, LLC9,515$606K<0.01%-16,67213F-HR/ATimeline
Measured Wealth Private Client Group, L…9,510$606K0.18%-29513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,278$591K0.08%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…9,259$590K0.13%+79713F-HRTimeline
Avior Wealth Management, LLC9,234$588K0.02%-813F-HRTimeline
Capital Investment Advisory Services, L…9,215$587K0.05%+1,33513F-HRTimeline
Parkside Financial Bank & Trust9,190$585K0.06%+113F-HRTimeline
Cladis Investment Advisory, LLC9,159$584K0.37%+113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC9,083$579K0.21%-19213F-HRTimeline
Weaver Consulting Group8,965$571K0.16%013F-HRTimeline
EVOKE WEALTH, LLC8,952$570K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,943$570K<0.01%013F-HRTimelineGroup
PEAVINE CAPITAL, LLC8,891$566K0.13%013F-HRTimeline
Mullaney, Keating & Wright, Inc.8,877$566K0.37%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,799$561K0.15%013F-HRTimeline
Professional Financial Advisors, LLC8,786$560K0.13%+2413F-HRTimeline
Sowell Financial Services LLC8,713$555K0.02%-98713F-HRTimeline
Capital Investment Advisors, LLC8,670$552K0.01%-96613F-HR/ATimeline
Perigon Wealth Management, LLC8,652$551K0.01%+15513F-HRTimeline
Sincerus Advisory, LLC8,338$550K0.52%+19913F-HRTimeline
PLANWISER FINANCIAL, LLC8,290$547K0.47%-14813F-HRTimeline
Legacy Capital Wealth Partners, LLC8,282$528K0.12%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC8,223$524K0.27%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,157$520K0.08%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…8,093$516K0.02%+35313F-HRTimeline
Western Wealth Management, LLC8,093$516K0.03%+8713F-HRTimeline
Capital Management Associates, Inc7,954$507K0.16%-7,95413F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,881$502K0.03%+84313F-HRTimeline
PrairieView Partners, LLC7,812$497K0.05%013F-HRTimeline
Allegiance Financial Group Advisory Ser…7,733$493K0.13%-32613F-HRTimeline
SIMA Wealth Partners, LLC7,697$490K0.4%-16413F-HRTimeline
Wealthspire Retirement, LLC7,618$485K0.03%+4113F-HRTimeline
S.A. Mason LLC7,569$482K0.23%+3813F-HRTimeline
Financial Symmetry Inc7,379$470K0.24%+87413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,337$467K0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,010$447K0.01%+23213F-HRTimelineGroup
Fort Point Capital Partners LLC7,000$446K0.04%013F-HRTimeline
K2 Financial Inc.6,865$442K0.39%+11913F-HRTimeline
Sovereign Investment Advisors, LLC6,862$437K0.12%new13F-HRTimeline
WASHINGTON TRUST Co6,825$435K0.02%+41513F-HRTimeline
Beacon Financial Advisory LLC6,803$433K0.11%-1,96113F-HRTimeline
Stegent Equity Advisors, Inc.6,779$432K0.38%013F-HRTimeline
Litman Gregory Wealth Management LLC6,770$431K0.03%013F-HRTimeline
Stone Summit Wealth LLC6,737$429K0.13%013F-HRTimeline
GWN SECURITIES INC.6,674$426K0.08%+1,33113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC6,643$423K0.27%+513F-HRTimeline
Waverly Advisors, LLC6,643$423K<0.01%-2,26013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,605$421K0.03%+58313F-HRTimelineGroup
Gateway Wealth Partners, LLC6,580$419K0.08%-1,54913F-HRTimeline
Bill Few Associates, Inc.6,573$419K0.12%013F-HRTimeline
Empower Advisory Group, LLC6,572$419K<0.01%013F-HRTimeline
BRIGHTON JONES LLC6,538$417K0.01%-6913F-HRTimeline
Boyce & Associates Wealth Consulting, I…6,508$415K0.38%-59513F-HRTimeline
SVB WEALTH LLC6,502$414K0.02%-5,55913F-HRTimeline
Cross Staff Investments Inc6,500$414K0.31%013F-HRTimeline
DIVERSIFIED TRUST CO6,457$411K0.01%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC6,393$407K0.02%+5313F-HRTimeline
Accretive Wealth Partners, LLC6,343$404K0.13%-1,11613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC6,221$396K0.05%-6,34913F-HRTimeline
MBE Wealth Management, LLC6,206$395K0.17%+11013F-HRTimeline
AMARILLO NATIONAL BANK6,076$387K0.07%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC6,065$386K0.1%-44313F-HRTimeline
Vise Technologies, Inc.5,900$376K0.02%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,861$373K<0.01%+1,38013F-HRTimeline
Sigma Planning Corp5,838$372K0.01%-3,43113F-HRTimeline
Smithfield Trust Co5,805$371K0.02%+1,00513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC5,813$370K0.01%013F-HRTimelineGroup
Acorn Wealth Advisors, LLC5,800$370K0.14%-2,12613F-HRTimeline
Parallel Advisors, LLC5,795$369K0.01%-83613F-HRTimeline
SAGE RHINO CAPITAL LLC5,769$368K0.08%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,766$367K0.02%+69413F-HRTimelineGroup
Visionary Wealth Advisors5,742$366K0.02%+23713F-HRTimeline
QUARRY HILL ADVISORS, LLC5,720$364K0.21%013F-HRTimeline
Versant Capital Management, Inc5,704$363K0.06%013F-HRTimeline
XY Planning Network, Inc.5,698$363K0.12%+1,84713F-HRTimeline
Montis Financial, LLC5,689$362K0.1%+17713F-HRTimeline
M.E. ALLISON & CO., INC.5,670$361K0.29%013F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC5,664$361K0.24%new13F-HRTimeline
LYNCH & ASSOCIATES/IN5,645$360K0.07%+37413F-HRTimeline
Edge Financial Advisors LLC5,603$359K0.19%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,559$354K0.1%new13F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC5,555$354K0.27%013F-HRTimeline
Joel Isaacson & Co., LLC5,554$354K0.01%-2,36113F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,502$351K0.1%-2,55013F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC5,477$349K0.01%013F-HRTimelineGroup
Financial Advocates Investment Manageme…5,452$347K0.03%new13F-HRTimeline
Snowden Capital Advisors LLC5,429$346K0.01%-1,02813F-HRTimeline
Atlas Wealth LLC5,312$344K0.13%-54613F-HRTimeline
HB Wealth Management, LLC5,344$340K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC5,302$338K0.04%013F-HRTimeline
Mustard Seed Financial, LLC5,267$336K0.24%+24313F-HRTimeline
Cyndeo Wealth Partners, LLC5,229$333K0.02%+10913F-HRTimeline
HANOVER ADVISORS INC5,211$332K0.14%-41613F-HRTimeline
Cadence Bank5,210$332K0.02%013F-HRTimeline
Leonard Rickey Investment Advisors P.L.…5,200$331K0.07%013F-HRTimeline
PRIVATE TRUST CO NA5,143$328K0.03%-7913F-HRTimeline
Avantax Planning Partners, Inc.5,104$325K0.01%013F-HRTimeline
ASSET PLANNING CORPORATION5,069$323K0.17%013F-HRTimeline
Safeguard Investment Advisory Group, LLC5,015$320K0.08%-1,41513F-HRTimeline
Francis Financial, Inc.5,012$319K0.07%013F-HRTimeline
Baker Avenue Asset Management, LP4,992$318K0.01%013F-HRTimeline
Argent Trust Co4,984$318K0.01%-14113F-HRTimeline
Disciplined Investments, LLC4,978$317K0.13%013F-HRTimeline
Milestone Asset Management Group, LLC4,968$317K0.23%+613F-HRTimeline
Signature Wealth Management Group4,952$315K0.12%-73913F-HRTimeline
Canvas Wealth Advisors, LLC4,761$314K0.06%-4,43413F-HRTimeline
Prudent Man Investment Management, Inc.4,818$314K0.17%013F-HRTimeline
McIlrath & Eck, LLC4,838$308K0.04%-3,35713F-HRTimeline
Tranquility Partners, LLC4,831$308K0.11%+34313F-HRTimeline
Meritas Wealth Management, LLC4,814$307K0.17%013F-HRTimeline
BOK Financial Private Wealth, Inc.4,779$304K0.02%013F-HRTimeline
Arbor Wealth Advisors LLC4,765$304K0.25%013F-HRTimeline
Avant Financial Advisors LLC4,704$300K0.25%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,660$297K0.01%new13F-HRTimeline
Cornerstone Advisory, LLC4,650$296K0.03%013F-HRTimeline
SteelPeak Wealth, LLC4,631$295K0.01%013F-HRTimeline
Two West Capital Advisors LLC4,427$292K0.19%+413F-HRTimeline
Frank, Rimerman Advisors LLC4,583$292K0.02%+113F-HRTimeline
Valued Wealth Advisors LLC4,561$291K0.15%-7,32913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,543$289K<0.01%013F-HRTimelineGroup