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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
Tranquility Partners, LLC4,488$268K0.1%+24213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,481$268K<0.01%-47713F-HRTimeline
RKL Wealth Management LLC4,453$266K0.03%013F-HRTimeline
Summit Asset Management, LLC4,303$257K0.04%-91413F-HRTimeline
Washington Trust Advisors, Inc.4,287$256K0.02%+6313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4,279$256K0.06%013F-HRTimeline
Summit Wealth Partners, LLC4,270$255K0.05%013F-HRTimeline
Hill Investment Group Partners, LLC4,269$255K0.04%-62,67013F-HRTimeline
American Financial Advisors, LLC4,151$248K0.04%-1,11513F-HRTimeline
GDS Wealth Management4,099$245K0.02%013F-HRTimeline
Two West Capital Advisors LLC4,423$244K0.2%+54113F-HRTimeline
Silver Oak Advisory Group, Inc.4,034$241K0.13%013F-HRTimeline
BluePointe Capital Management, LLC4,026$241K0.09%+8213F-HRTimeline
NewEdge Wealth, LLC3,988$238K<0.01%-39313F-HRTimeline
NorthRock Partners, LLC3,977$238K0.01%+613F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…3,877$232K0.01%+16113F-HRTimeline
XY Planning Network, Inc.3,851$230K0.15%+3213F-HRTimeline
ADE, LLC3,838$229K0.13%new13F-HRTimeline
UMB Bank, n.a.3,819$228K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Peterson Wealth Advisors, LLC4,212$226K0.04%new13F-HRTimeline
Watts Gwilliam & Co., LLC3,711$222K0.05%+313F-HRTimeline
North Capital, Inc.3,708$222K0.21%13F-HRTimeline
Novak & Powell Financial Services, Inc.3,696$221K0.14%+41913F-HRTimeline
Ellenbecker Investment Group3,679$220K0.04%+313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.3,643$218K0.15%+39113F-HRTimeline
Oak Wealth Advisors LLC3,643$218K0.16%013F-HRTimeline
VestGen Advisors, LLC3,641$218K0.01%13F-HRTimeline
Ausdal Financial Partners, Inc.3,581$214K0.02%new13F-HRTimeline
Revolve Wealth Partners, LLC3,556$212K0.03%new13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,552$212K0.01%new13F-HRTimeline
Verdence Capital Advisors LLC3,549$212K0.02%+413F-HRTimeline
INTREPID CAPITAL MANAGEMENT INC3,539$211K0.1%+213F-HRTimeline
PDS Planning, Inc3,529$211K0.02%+713F-HRTimeline
Safeguard Financial, LLC3,524$211K0.05%-10213F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC3,519$210K0.2%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,514$210K<0.01%013F-HRTimelineGroup
Perennial Investment Advisors, LLC3,484$208K0.02%013F-HRTimeline
FIRST MANHATTAN CO. LLC.3,469$207K<0.01%013F-HRTimeline
Goldstein Advisors, LLC3,462$207K0.03%-42413F-HRTimeline
Family Investment Center, Inc.3,448$206K0.05%-66213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,444$206K0.01%013F-HRTimelineGroup
Penobscot Investment Management Company…3,440$206K0.02%013F-HRTimeline
Belpointe Asset Management LLC3,436$205K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC3,436$205K0.04%013F-HRTimeline
Busey Bank3,431$205K0.01%013F-HRTimeline
Pine Harbor Wealth Management, LLC3,402$203K0.08%+213F-HRTimeline
Montz Harcus Wealth Management LLC3,370$201K0.11%new13F-HRTimeline
Kennebec Savings Bank3,195$191K0.2%-4713F-HRTimeline
Caldwell Trust Co3,146$188K0.02%013F-HRTimeline
WHITTIER TRUST CO3,088$185K<0.01%013F-HRTimeline
IFP Advisors, Inc3,074$184K0.01%+89113F-HRTimeline
OAKWORTH CAPITAL, INC.3,071$183K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,010$180K<0.01%+713F-HRTimelineGroup
Robinswood Financial LLC2,922$175K0.06%013F-HRTimeline
Aptus Capital Advisors, LLC2,911$174K<0.01%-13713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,852$170K0.01%013F-HRTimeline
CONQUIS FINANCIAL LLC2,827$169K0.18%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,137$164K<0.01%-2,15213F-HRTimelineGroup
Red Tortoise LLC2,689$161K0.08%013F-HRTimeline
Coston, McIsaac & Partners2,562$153K0.04%+1113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,456$147K0.09%-1,04013F-HRTimeline
Sawyer & Company, Inc2,445$146K0.06%-92513F-HRTimeline
Woodside Wealth Management LLC2,433$145K0.13%13F-HRTimeline
Private Wealth Asset Management, LLC2,405$144K0.02%13F-HRTimeline
Newton One Investments LLC2,307$138K0.05%+213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,187$131K<0.01%new13F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC2,151$129K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC2,131$127K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,127$127K<0.01%-85313F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,109$126K<0.01%-66113F-HRTimeline
Wilmington Savings Fund Society, FSB2,100$125K<0.01%-2,30013F-HRTimeline
Synergy Investment Management, LLC2,050$122K0.05%013F-HRTimeline
Quent Capital, LLC2,042$122K0.01%+9713F-HRTimeline
True Wealth Design, LLC1,977$118K0.04%-18013F-HRTimeline
TFC Financial Management, Inc.1,842$110K0.02%013F-HRTimeline
AE Wealth Management LLC1,824$109K<0.01%+54413F-HRTimeline
BFSG, LLC1,796$107K0.01%+13413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,775$106K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc1,751$105K0.11%+413F-HRTimeline
Aspect Partners, LLC1,706$102K0.06%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,692$101K<0.01%new13F-HRTimelineGroup
Fairman Group, LLC1,555$101K0.09%+313F-HRTimeline
North Ridge Wealth Advisors, Inc.1,688$101K0.07%013F-HRTimeline
Continuum Advisory, LLC1,664$99.4K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,645$98.3K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.1,518$90.7K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,499$89.6K0.08%013F-HRTimeline
CENTRAL TRUST Co1,375$82.1K<0.01%+2213F-HRTimeline
Ridgewood Investments LLC1,337$79.9K0.04%013F-HRTimeline
Medallion Wealth Advisors, LLC1,174$70.4K0.03%-18513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,108$66.2K0.02%013F-HRTimeline
Parvin Asset Management, LLC1,100$65.7K0.07%013F-HRTimeline
Transce3nd, LLC1,192$65K0.03%-1,19213F-HRTimeline
Princeton Global Asset Management LLC1,070$63.9K0.01%013F-HRTimeline
SITTNER & NELSON, LLC1,021$61K0.03%+23313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,015$60.6K0.04%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,000$59.8K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC918$54.9K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC907$54.2K0.04%13F-HRTimeline
LANARK FINANCIAL, INC.913$54K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.854$51K0.02%013F-HRTimeline
Urban Financial Advisory Corp839$50.1K0.03%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.780$46.6K0.03%-113F-HRTimeline
Signature Resources Capital Management,…778$46.5K0.04%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC762$45.5K0.09%new13F-HRTimeline
Pacific Center for Financial Services736$44K0.01%013F-HRTimeline
Golden State Wealth Management, LLC729$43.6K0.01%new13F-HR/ATimeline
Rialto Wealth Management, LLC684$40.9K0.01%-3313F-HRTimeline
Running Point Capital Advisors, LLC632$37.8K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST625$37.3K0.01%-5013F-HRTimeline
Private Wealth Management Group, LLC605$36.1K0.01%013F-HRTimeline
10Elms LLP550$32.9K0.03%013F-HRTimeline
Hughes Financial Services, LLC505$30.3K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC440$26.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC437$26.1K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.431$25.8K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.428$25.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC385$25.1K<0.01%013F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.409$24.4K0.01%+113F-HRTimeline
ORG Partners LLC387$23.2K0.01%013F-HRTimeline
Gleason Group, Inc.373$22.3K<0.01%+113F-HRTimeline
HOWE & RUSLING INC353$21.1K<0.01%-83013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…352$21K<0.01%-1,37013F-HRTimelineGroup
American Capital Advisory, LLC350$20.9K0.01%013F-HRTimeline
Creative Capital Management Investments…343$20.5K0.01%new13F-HRTimeline
Bangor Savings Bank320$19.1K<0.01%new13F-HRTimeline
Operose Advisors LLC272$16.3K0.01%new13F-HRTimeline
SYM FINANCIAL Corp254$15.2K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.252$15.1K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC251$15K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates247$14.8K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC251$14.2K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.229$13.7K0.01%013F-HRTimeline
City State Bank215$12.8K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC203$12.1K0.01%-7,92813F-HRTimeline
Comprehensive Financial Planning, Inc./…195$11.7K0.01%013F-HRTimeline
Truvestments Capital LLC181$10.8K<0.01%-513F-HRTimeline
Pineridge Advisors LLC163$9.75K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC161$9.62K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…147$8.78K0.01%-1913F-HRTimelineGroup
Sound Income Strategies, LLC118$7.05K<0.01%013F-HRTimeline
CoreCap Advisors, LLC99$5.92K<0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC96$5.72K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC78$4.66K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC66$3.94K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…53$3.17K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC50$2.98K<0.01%013F-HRTimeline
Archer Investment Corp15$896<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6$359<0.01%-5013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1$38<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,11413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC351$5.63M-84,93613F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.