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
ELEVATION WEALTH PARTNERS, LLC25,608$1.82M0.65%-1,22113F-HRTimeline
Mills Wealth Advisors LLC25,508$1.81M0.63%+42013F-HRTimeline
AlphaCore Capital LLC25,426$1.81M0.04%+27113F-HRTimeline
Petersen Hastings Wealth Advisors Inc.25,389$1.81M0.17%-59113F-HRTimeline
BIP Wealth, LLC25,371$1.8M0.07%+10,24413F-HRTimeline
JFS WEALTH ADVISORS, LLC25,259$1.8M0.1%-58613F-HRTimeline
Resonant Capital Advisors, LLC25,088$1.78M0.09%-12,15113F-HRTimeline
Integrated Wealth Concepts LLC24,941$1.77M0.01%+1,81813F-HRTimeline
CFS Investment Advisory Services, LLC22,809$1.76M0.12%+14,76313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,630$1.75M<0.01%+7,83413F-HR/ATimelineGroup
STEVENS CAPITAL PARTNERS24,587$1.75M0.42%+6,23313F-HRTimeline
OARSMAN CAPITAL, INC.24,477$1.74M0.22%-1,29213F-HRTimeline
Sollinda Capital Management LLC24,120$1.72M0.42%+3,10913F-HRTimeline
Westmount Partners, LLC23,616$1.68M0.41%-29013F-HRTimeline
Rockwood Wealth Management, LLC23,598$1.68M0.12%+1,26713F-HRTimeline
Shearwater Capital LLC23,472$1.67M0.88%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,814$1.66M+4,813Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…23,148$1.65M0.16%+33713F-HRTimelineGroup
Alliance Wealth Strategies, LLC d/b/a B…22,696$1.61M1.45%+1113F-HRTimeline
Lauterbach Financial Advisors, LLC22,038$1.57M0.77%-4213F-HRTimeline
Asset Dedication, LLC21,951$1.56M0.11%+5,16413F-HRTimeline
Curi Capital, LLC21,250$1.51M0.03%+9313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…21,247$1.51M0.03%+45313F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC21,145$1.5M1.4%+19513F-HRTimeline
JT Stratford LLC21,114$1.5M0.19%+1,73413F-HRTimeline
AWM CAPITAL, LLC21,098$1.5M0.14%-12113F-HRTimeline
Samalin Investment Counsel, LLC20,905$1.49M0.53%+1,56913F-HRTimeline
Embree Financial Group20,707$1.47M0.17%-5,07813F-HRTimeline
Quantum Financial Advisors, LLC20,685$1.47M0.17%013F-HRTimeline
WMS Group LLC20,593$1.46M2.13%-2,22913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers20,352$1.45M<0.01%+5,71713F-HRTimelineGroup
VSM Wealth Advisory, LLC20,342$1.45M0.43%-2,95613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,157$1.43M0.03%+7,11613F-HRTimelineGroup
FISCHER INVESTMENT STRATEGIES, LLC19,840$1.41M0.82%-30,93913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP19,816$1.41M0.02%-35,13413F-HRTimeline
RETIREMENT GUYS FORMULA LLC19,491$1.39M0.64%-3,94813F-HRTimeline
CENTAURUS FINANCIAL, INC.19,407$1.38M0.07%+41013F-HRTimeline
Axis Wealth Partners, LLC19,398$1.38M0.73%+1,07213F-HRTimeline
AE Wealth Management LLC19,378$1.38M0.01%+16,53413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC19,245$1.37M0.1%+71613F-HRTimeline
USAdvisors Wealth Management, LLC19,731$1.36M0.45%-17013F-HRTimeline
Clarity Capital Advisors, LLC19,136$1.36M0.63%+3813F-HRTimeline
Bullock Wealth Management Group18,940$1.35M0.68%+17613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…19,039$1.35M0.03%-3,34213F-HRTimelineGroup
VIRTUE ASSET MANAGEMENT LLC18,657$1.33M1.06%013F-HRTimeline
Financial Connections Group, Inc.18,537$1.32M0.46%+28713F-HRTimeline
&PARTNERS18,500$1.31M0.01%-3,72413F-HRTimeline
E6 Portfolios, LLC18,290$1.3M1.36%+40913F-HRTimeline
Intelligence Driven Advisers, LLC18,064$1.28M0.22%-92813F-HRTimeline
Warwick Investment Management, Inc.17,979$1.28M0.19%-17413F-HRTimeline
Bedel Financial Consulting, Inc.17,666$1.26M0.14%+20313F-HRTimeline
Institute for Wealth Management, LLC.17,625$1.25M0.13%013F-HRTimeline
Pinnacle Bancorp, Inc.17,598$1.25M0.37%-913F-HRTimeline
Smith Partners Wealth Management, LLC17,564$1.25M1.12%+4,86113F-HRTimeline
FLOW TRADERS U.S. LLC17,367$1.24M0.04%new13F-HRTimeline
Prospera Financial Services Inc17,312$1.23M0.02%-10713F-HRTimeline
Clark Asset Management, LLC17,027$1.21M0.11%+513F-HRTimeline
Washington Trust Advisors, Inc.16,939$1.2M0.1%-7213F-HRTimeline
NewEdge Wealth, LLC16,885$1.2M0.01%+10,18313F-HRTimeline
FMR LLCin group FMR LLC16,729$1.19M<0.01%+3,63613F-HRTimelineGroup
XY Planning Network, Inc.16,578$1.19M0.19%+10113F-HRTimeline
Valmark Advisers, Inc.16,613$1.18M0.01%-1,15313F-HRTimeline
Eagle Strategies LLC16,511$1.17M0.14%-84813F-HRTimeline
Wealth Advisors Northwest LLC16,380$1.17M0.49%-7213F-HRTimeline
L & S Advisors Inc16,324$1.16M0.15%+28813F-HRTimeline
Financial Insights, Inc.15,979$1.14M0.37%-4313F-HRTimeline
CATHY PARETO & ASSOCIATES, INC15,977$1.14M0.76%-63313F-HRTimeline
Squire Investment Management Company, L…15,948$1.13M0.32%-6,95813F-HRTimeline
SEMITAM BONAM LLC15,699$1.12M0.91%+61513F-HRTimeline
CX Institutional15,439$1.1M0.03%-8813F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,368$1.09M0.03%+1,61513F-HRTimeline
Donalies Financial Planning, LLC15,330$1.09M0.93%-3,20013F-HRTimeline
Opus Capital Group, LLC15,295$1.09M0.12%013F-HRTimeline
SpringVest Wealth Management LLC15,190$1.08M0.74%-28513F-HRTimeline
ARK & TLK INVESTMENTS, LLC15,101$1.07M0.29%-30313F-HRTimeline
John A. Wolfe & Associates, Inc.15,037$1.07M1.64%+40413F-HRTimeline
Verus Financial Partners, Inc.14,131$1.07M0.1%+3313F-HRTimeline
Ironwood Financial, llc14,986$1.07M0.19%013F-HRTimeline
marrick wealth, LLC14,676$1.04M0.88%-16913F-HRTimeline
SIMA Wealth Partners, LLC14,528$1.03M0.79%+51113F-HRTimeline
Everest Financial Group LLC14,381$1.02M0.17%new13F-HRTimeline
Betterment LLC14,265$1.01M<0.01%+2,25513F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,240$1.01M0.04%+19113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.13,908$989K<0.01%new13F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC13,884$988K0.01%+18013F-HRTimeline
CWS Financial Advisors, LLC13,582$966K0.25%+1613F-HRTimeline
Western Wealth Management, LLC13,573$965K0.04%+1,40713F-HR/ATimeline
WEDBUSH SECURITIES INC13,428$955K0.03%-5513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC13,316$947K0.41%+4,17213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,315$947K<0.01%-1,05913F-HRTimelineGroup
Werba Rubin Papier Wealth Management13,300$946K0.13%+12913F-HRTimeline
Valeo Financial Advisors, LLC13,100$932K0.02%-1,01713F-HRTimeline
Northwest Wealth Advisors, LLC12,637$899K0.64%-27213F-HRTimeline
Archford Capital Strategies, LLC12,540$892K0.1%+3,35213F-HRTimeline
Abacus Wealth Partners, LLC12,529$891K0.08%+4,11413F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…12,521$891K0.3%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,400$882K<0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.12,363$879K0.51%+23613F-HRTimeline
EQ WEALTH ADVISORS, LLC12,167$865K0.51%+6,29513F-HRTimeline
Fiduciary Alliance LLC11,475$864K0.05%new13F-HRTimeline
IFG Advisors, LLC12,106$861K0.14%+1613F-HRTimeline
Capital Investment Advisory Services, L…12,035$856K0.06%+40813F-HRTimeline
Avidian Wealth Enterprises, LLC11,958$851K0.03%-2,01213F-HRTimeline
Cladis Investment Advisory, LLC11,954$850K0.47%+1,82413F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC11,815$840K0.24%-16613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC11,664$830K0.23%-34213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC11,593$825K0.36%+2713F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc11,488$817K0.44%013F-HRTimeline
Compound Planning, Inc.11,277$802K0.02%+1,51613F-HRTimeline
Cresset Asset Management, LLC11,259$801K<0.01%+51113F-HRTimeline
Asset Advisory Group, Inc.11,241$800K0.4%+3,82213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.11,118$791K0.04%+92913F-HRTimelineGroup
Weaver Consulting Group11,106$790K0.19%+2,14113F-HRTimeline
25 LLC11,096$789K0.24%+1813F-HRTimeline
Porter White Investment Advisors, Inc.11,054$786K0.31%013F-HRTimeline
Balefire, LLC10,995$782K0.15%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,964$780K0.02%-6,08813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,847$772K0.01%+2413F-HRTimelineGroup
CWA Asset Management Group, LLC10,826$770K0.03%-95513F-HRTimeline
Wingate Wealth Advisors, Inc.10,751$765K0.41%+2413F-HRTimeline
Selective Wealth Management, Inc.10,061$764K0.23%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,663$758K0.03%new13F-HRTimeline
LYNCH & ASSOCIATES/IN10,608$755K0.14%+2,53513F-HRTimeline
HM PAYSON & CO10,425$742K0.01%-43013F-HRTimeline
Ocean Park Asset Management, LLC10,400$740K0.04%new13F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,364$737K<0.01%-1,30813F-HRTimelineGroup
Keating Financial Advisory Services, In…10,251$729K0.12%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …10,171$723K0.04%+91113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…10,104$719K0.02%-81513F-HRTimeline
SageView Advisory Group, LLC10,048$715K0.03%+7,13613F-HRTimeline
FIRST AMERICAN TRUST, FSB10,029$713K0.05%+2313F-HRTimeline
BCO Wealth Management LLC10,023$713K0.43%-1,44513F-HRTimeline
Parkside Financial Bank & Trust9,893$704K0.05%+1,33313F-HRTimeline
SJS Investment Consulting Inc.9,825$699K0.09%013F-HRTimeline
RESOLUTE WEALTH ADVISOR, INC.9,741$693K0.39%13F-HRTimeline
StrongBox Wealth, LLC9,687$689K0.22%-4,76013F-HRTimeline
First County Bank /CT/9,630$685K0.37%+5713F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC9,620$684K0.31%+69313F-HRTimeline
Graver Capital Management, LLC9,613$684K0.52%-40713F-HRTimeline
GWN SECURITIES INC.9,557$680K0.13%+13913F-HRTimeline
Diversified Portfolios, Inc.9,531$678K0.06%013F-HRTimeline
CRA Financial Services, LLC9,437$671K0.09%013F-HRTimeline
Lynx Investment Advisory9,388$668K0.32%+5,25913F-HRTimeline
Perigon Wealth Management, LLC9,313$662K0.01%+1313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC9,312$662K0.05%-1,29513F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,278$660K0.08%013F-HRTimeline
Gateway Wealth Partners, LLC9,258$658K0.03%+4,30413F-HRTimeline
HB Wealth Management, LLC9,162$652K<0.01%+3,29413F-HRTimeline
PLANWISER FINANCIAL, LLC8,640$650K0.47%-4013F-HRTimeline
M.E. ALLISON & CO., INC.9,095$647K0.43%013F-HRTimeline
KM Capital Management Ltd.8,432$645K0.43%+1013F-HRTimeline
VestGen Advisors, LLC8,392$645K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC8,952$637K0.01%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…8,943$636K<0.01%013F-HRTimelineGroup
Professional Financial Advisors, LLC8,933$635K0.13%+2413F-HRTimeline
Measured Wealth Private Client Group, L…8,926$635K0.17%-49513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC8,771$633K0.01%-2,38513F-HRTimeline
PEAVINE CAPITAL, LLC8,891$632K0.14%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC8,878$631K0.2%-12913F-HRTimeline
Mullaney, Keating & Wright, Inc.8,877$631K0.34%013F-HRTimeline
Avior Wealth Management, LLC8,813$627K0.02%+1513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.8,799$626K0.15%013F-HRTimeline
Sowell Financial Services LLC8,761$623K0.02%-2113F-HRTimeline
Capital Investment Advisors, LLC8,670$617K0.01%013F-HR/ATimeline
Wedmont Private Capital8,260$613K0.02%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC8,435$600K0.12%-44813F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…8,404$598K0.1%013F-HRTimeline
Simplicity Wealth,LLC8,364$595K0.03%-1,26913F-HRTimeline
FORTERIS WEALTH MANAGEMENT INC.8,342$593K0.57%-613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC8,242$586K<0.01%+1,45713F-HRTimeline
Prospect Financial Group LLC8,108$577K0.53%-11,01113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,046$572K<0.01%-2,90913F-HRTimelineGroup
Opulen Financial Group LLC8,028$571K0.4%+2,72913F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors8,020$570K0.08%013F-HRTimelineGroup
Sincerus Advisory, LLC7,974$567K0.43%-38213F-HRTimeline
Sensenig Capital Advisors, Inc7,966$567K0.58%013F-HRTimeline
Financial Symmetry Inc7,309$565K0.2%-1,22213F-HRTimeline
Advyzon Investment Management, LLC7,858$559K0.05%+1,10013F-HRTimeline
Allegiance Financial Group Advisory Ser…7,706$548K0.11%-613F-HRTimeline
Waverly Advisors, LLC7,663$545K<0.01%+48113F-HRTimeline
S.A. Mason LLC7,545$537K0.2%+9013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …7,419$528K<0.01%-1,42313F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC7,365$524K0.34%+5713F-HRTimeline
Foundations Investment Advisors, LLC7,355$523K0.01%-39113F-HRTimeline
Orion Porfolio Solutions, LLC7,210$513K<0.01%-166,49913F-HRTimeline
1015 Capital Partners, LLC7,204$512K0.5%+12013F-HRTimeline
K2 Financial Inc.6,508$501K0.36%+2013F-HRTimeline
Capital Management Associates, Inc6,947$494K0.11%-42713F-HRTimeline
Peterson Wealth Advisors, LLC6,944$494K0.07%+2013F-HRTimeline
Prism Planning Partners LLC6,875$489K0.58%-41913F-HRTimeline
Sovereign Investment Advisors, LLC6,862$488K0.1%+1,31613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,827$486K0.01%+78113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …6,825$485K0.03%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC6,818$485K0.26%+7113F-HRTimeline
Stegent Equity Advisors, Inc.6,779$482K0.41%013F-HRTimeline
Vigil Wealth Management, LLC6,766$481K0.39%+313F-HRTimeline
CENTRAL TRUST Co6,752$480K0.01%+26413F-HRTimeline
Stone Summit Wealth LLC6,737$479K0.13%013F-HRTimeline
Vistica Wealth Advisors, LLC6,677$475K0.47%013F-HRTimeline
Bill Few Associates, Inc.6,573$468K0.11%013F-HRTimeline