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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
Dakota Wealth Management3,975$259K0.01%new13F-HRTimeline
NorthRock Partners, LLC3,971$258K0.01%+813F-HR/ATimeline
Prime Capital Investment Advisors, LLC3,945$257K<0.01%013F-HRTimeline
BluePointe Capital Management, LLC3,944$257K0.15%-17913F-HRTimeline
Goldstein Advisors, LLC3,886$253K0.04%-17213F-HRTimeline
Two West Capital Advisors LLC3,882$253K0.22%+113F-HRTimeline
UMB Bank, n.a.3,819$249K<0.01%+1,80213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
XY Planning Network, Inc.3,819$249K0.19%13F-HRTimeline
Watts Gwilliam & Co., LLC3,708$242K0.05%+413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,716$242K0.01%+1013F-HRTimeline
Ellenbecker Investment Group3,676$239K0.04%-67613F-HRTimeline
McIlrath & Eck, LLC3,670$239K0.03%+1013F-HRTimeline
Oak Wealth Advisors LLC3,643$237K0.18%13F-HRTimeline
Safeguard Financial, LLC3,626$236K0.05%new13F-HRTimeline
Verdence Capital Advisors LLC3,545$231K0.02%+413F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC3,537$230K0.12%+213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,535$230K0.01%+34913F-HRTimeline
PDS Planning, Inc3,522$229K0.02%+1013F-HRTimeline
NorthCrest Asset Manangement, LLC3,516$229K0.01%013F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,514$229K<0.01%013F-HRTimelineGroup
C M BIDWELL & ASSOCIATES LTD3,496$228K0.14%013F-HRTimeline
Perennial Investment Advisors, LLC3,484$227K0.03%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,469$226K<0.01%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,444$224K0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…3,440$224K0.02%013F-HRTimeline
Busey Bank3,431$223K0.01%013F-HRTimeline
Belpointe Asset Management LLC3,436$221K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC3,436$221K0.08%013F-HRTimeline
Pine Harbor Wealth Management, LLC3,400$221K0.09%+213F-HRTimeline
MERIDIAN MANAGEMENT CO3,367$219K0.06%+10113F-HRTimeline
Sawyer & Company, Inc3,370$219K0.08%013F-HRTimeline
Fairvoy Private Wealth, LLC3,354$218K0.06%13F-HRTimeline
BSW Wealth Partners3,282$214K0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.3,277$213K0.13%new13F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,252$212K0.14%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC3,234$210K0.09%new13F-HRTimeline
GREENLEAF TRUST3,228$210K<0.01%new13F-HRTimeline
Kennebec Savings Bank3,242$209K0.21%+38713F-HRTimeline
Caldwell Trust Co3,146$205K0.02%new13F-HRTimeline
ISTHMUS PARTNERS, LLC3,114$203K0.02%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC3,112$203K0.02%013F-HRTimeline
Retirement Planning Group, LLC3,105$202K0.01%+613F-HRTimeline
WHITTIER TRUST CO3,088$201K<0.01%-20,20613F-HRTimeline
OAKWORTH CAPITAL, INC.3,071$200K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC3,048$198K<0.01%+1,68313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,003$195K<0.01%+913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,980$194K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC2,922$190K0.07%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,852$186K0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC2,827$184K0.19%13F-HRTimeline
Steward Partners Investment Advisory, L…2,770$180K<0.01%+813F-HRTimeline
Red Tortoise LLC2,689$175K0.09%013F-HRTimeline
Coston, McIsaac & Partners2,551$166K0.05%+6613F-HRTimeline
Transce3nd, LLC2,384$158K0.05%13F-HRTimeline
Newton One Investments LLC2,305$150K0.06%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,251$146K0.02%013F-HRTimelineGroup
IFP Advisors, Inc2,183$142K<0.01%+80013F-HRTimeline
True Wealth Design, LLC2,157$140K0.05%-5213F-HRTimeline
Northwest Capital Management Inc2,145$140K0.06%013F-HRTimeline
Provenance Wealth Advisors, LLC2,131$139K0.02%013F-HRTimeline
Synergy Investment Management, LLC2,050$133K0.06%13F-HRTimeline
Quent Capital, LLC1,945$127K0.01%-14913F-HRTimeline
TFC Financial Management, Inc.1,842$120K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,775$116K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc1,747$114K0.12%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,722$112K<0.01%new13F-HRTimelineGroup
Aspect Partners, LLC1,706$111K0.06%013F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,692$110K0.02%-1813F-HRTimeline
North Ridge Wealth Advisors, Inc.1,688$110K0.08%new13F-HRTimeline
Continuum Advisory, LLC1,664$108K0.01%013F-HRTimeline
BFSG, LLC1,662$108K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,645$107K<0.01%013F-HRTimeline
Fairman Group, LLC1,552$101K0.08%+413F-HRTimeline
Center for Financial Planning, Inc.1,518$98.8K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,499$97.6K0.07%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC1,412$91.9K0.02%new13F-HRTimeline
CENTRAL TRUST Co1,353$88K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC1,359$87.3K0.04%13F-HRTimeline
Ridgewood Investments LLC1,337$87K0.04%013F-HRTimeline
AE Wealth Management LLC1,280$83.3K<0.01%new13F-HRTimeline
Eagle Bay Advisors LLC1,265$82.3K0.05%013F-HRTimeline
HOWE & RUSLING INC1,183$77K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,114$75.4K<0.01%-2,23213F-HRTimeline
Hilltop National Bank1,109$72.2K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,108$72.1K0.02%013F-HRTimeline
Parvin Asset Management, LLC1,100$71.6K0.08%13F-HRTimeline
Princeton Global Asset Management LLC1,070$69.6K0.01%013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,015$66K0.04%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,000$65.1K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC918$59.7K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.854$55.6K0.02%013F-HRTimeline
Urban Financial Advisory Corp839$54.6K0.03%new13F-HRTimeline
SITTNER & NELSON, LLC788$51.3K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.781$50.8K0.04%13F-HRTimeline
Signature Resources Capital Management,…778$50.6K0.05%013F-HRTimeline
Pacific Center for Financial Services736$47.9K0.01%013F-HRTimeline
Rialto Wealth Management, LLC717$46.7K0.02%13F-HRTimeline
Qube Research & Technologies Ltd693$45.1K<0.01%+40413F-HRTimeline
FIRST UNITED BANK & TRUST675$43.9K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC669$43.5K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC632$41.2K0.01%013F-HRTimeline
Private Wealth Management Group, LLC605$39.4K0.02%013F-HRTimeline
10Elms LLP550$35.8K0.04%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC484$31K<0.01%-1,26513F-HRTimelineGroup
Tradewinds Capital Management, LLC440$28.6K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC437$28.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FAS Wealth Partners, Inc.431$28.1K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.428$27.9K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.408$26.6K0.01%13F-HRTimeline
Global Retirement Partners, LLC391$25.5K<0.01%+10113F-HRTimeline
ORG Partners LLC387$25.2K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC385$25.1K<0.01%+24613F-HRTimelineGroup
Gleason Group, Inc.372$24.2K<0.01%-2913F-HRTimeline
American Capital Advisory, LLC350$22.8K0.01%013F-HRTimeline
SYM FINANCIAL Corp254$16.5K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.252$16.4K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates247$16.1K0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC233$15.2K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.229$14.9K0.01%+113F-HRTimeline
City State Bank215$14K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…206$13.4K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…195$12.7K0.01%13F-HRTimeline
Truvestments Capital LLC186$12.1K<0.01%-40113F-HRTimeline
Legacy Investment Solutions, LLC166$11.1K0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…166$11.1K0.01%new13F-HRTimelineGroup
Pineridge Advisors LLC163$10.6K<0.01%+113F-HRTimeline
HBC Financial Services, PLLC162$10K0.01%new13F-HRTimeline
Sound Income Strategies, LLC118$7.68K<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.117$7.61K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC107$6.96K<0.01%013F-HRTimeline
CoreCap Advisors, LLC99$6.44K<0.01%-7213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC96$6.23K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC100$6K<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC56$3.64K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…53$3.45K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC50$3.25K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.18$1.14K<0.01%13F-HRTimeline
Archer Investment Corp15$976<0.01%013F-HRTimeline