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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
Creative Planningin group Creative Planning13,243,407$862M0.84%+2,032,27113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,521,408$489M0.07%+521,10713F-HRTimelineGroup
Index Fund Advisors, Inc.6,543,610$426M23.02%-118,73113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,171,866$337M0.03%+258,86313F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,430,675$223M+98,541Timeline
Pure Financial Advisors, LLC2,571,156$167M3.8%+202,96313F-HRTimeline
Alaska Permanent Fund Corp2,518,859$164M2.43%-184,76013F-HRTimeline
TCI Wealth Advisors, Inc.2,402,548$156M13.06%+49,34013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,396,835$156M-136,335Timeline
FINANCIAL COUNSELORS INC1,721,070$112M1.64%+83,10213F-HRTimeline
Plancorp, LLC1,420,946$92.5M3.8%-22,09413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,368,693$89.1M0.7%+349,61313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,095,423$71.3M2%+73,09813F-HRTimeline
Evanson Asset Management, LLC1,064,542$69.3M4.74%+58,43513F-HRTimeline
First Command Advisory Services, Inc.1,024,598$66.7M0.63%+57,84313F-HRTimeline
HighTower Advisors, LLC1,001,935$65.2M0.09%-14,57213F-HRTimeline
Sageworth Trust Co950,167$61.8M3.82%-2,01613F-HRTimeline
Great Waters Wealth Management893,036$58.1M7.46%+119,84013F-HRTimeline
Confluence Wealth Services, Inc.850,527$57.8M3.76%+97,09413F-HRTimeline
LPL Financial LLC868,263$56.5M0.02%+121,56913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC866,350$56.4M7.97%-19,67413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV795,819$51.8M0.13%-496,64513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/785,771$51.1M0.03%+32,10613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…776,543$50.5M0.04%-23,18013F-HRTimelineGroup
UBS Group AGin group UBS Group AG764,999$49.8M0.01%+86,47913F-HRTimelineGroup
Adero Partners, LLC750,961$48.9M3.15%+28,32913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC744,548$48.5M0.07%+49,06813F-HRTimeline
Elser Financial Planning, Inc733,075$47.7M3.49%+713,60813F-HRTimeline
DiNuzzo Private Wealth, Inc.704,455$45.8M5.8%-15,83813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC678,766$44.2M0.06%+28,94413F-HRTimelineGroup
Stordahl Capital Management, Inc.673,553$43.8M10.37%+1,26513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA672,775$43.8M0.01%+70,08713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…664,847$43.3M0.97%+568,41313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP636,908$41.5M0.07%+3,93913F-HRTimelineGroup
Beaird Harris Wealth Management, LLC589,596$38.4M3.31%-21,35113F-HRTimeline
DIXON FNANCIAL SERVICES, INC.578,194$37.6M20.43%-6,28313F-HRTimeline
Chicago Partners Investment Group LLC564,580$36.9M1.23%+26,53413F-HRTimeline
Modera Wealth Management, LLC562,585$36.6M0.44%+163,32713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska557,047$36.3M5.9%13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP555,419$36.1M0.06%+32,09613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC539,671$35.1M2.75%+5,06113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC536,502$34.9M0.01%13F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC489,678$32.1M0.14%+125,63313F-HRTimelineGroup
Austin Asset Management Co Inc482,856$31.4M6.25%-15,94613F-HRTimeline
Sequoia Financial Advisors, LLC479,010$31.2M0.3%-8,71613F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…465,151$30.3M0.06%+42,06113F-HR/ATimeline
Heritage Investment Group, Inc.462,724$30.1M5.62%-8,10413F-HRTimeline
Bleakley Financial Group, LLC456,056$29.7M0.89%+449,70113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC449,235$29.2M0.06%+40,29613F-HRTimelineGroup
Divergent Planning, LLC455,407$29.2M9.99%+296,73913F-HRTimeline
CHOREO, LLC445,543$29M0.42%-3,29613F-HRTimeline
KWMG, LLC429,869$28M2.88%-6,07613F-HRTimeline
Foster Group, Inc.420,528$27.4M1.04%-76,55213F-HRTimeline
COMERICA BANK400,433$26.1M0.11%-73,86313F-HR/ATimeline
Tanager Wealth Management LLP391,715$25.5M3.31%+18,09713F-HRTimeline
Bouchey Financial Group, Ltd.378,191$24.6M2.15%+1,41513F-HRTimeline
DAVENPORT & Co LLC375,898$24.5M0.14%+24,49413F-HRTimeline
Mariner, LLCin group Mariner, LLC370,978$24.1M0.04%+36,69013F-HRTimelineGroup
First National Trust Co365,963$23.8M0.89%+11,00013F-HRTimeline
Tillman Hartley LLC355,305$23.1M6.64%-4,24913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC350,393$22.8M0.53%-6,61613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…345,606$22.5M3.78%-4,00813F-HRTimeline
Heritage Wealth Management, Inc./Texas343,192$22.3M13.15%+11,12613F-HRTimeline
DecisionPoint Financial, LLC317,676$20.7M6.32%+18,54713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC317,240$20.6M1.62%+94,94013F-HRTimeline
Planning Center, Inc.310,231$20.2M2.56%-8,53913F-HRTimeline
Empirical Financial Services, LLC d.b.a…307,677$20M0.54%+4,64813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS301,929$19.6M0.06%+13,04113F-HRTimeline
New Hampshire Trust297,854$19.4M4.08%+10,24713F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC292,651$19M2.41%-4,76813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV291,959$19M5.16%-44213F-HRTimeline
Hurlow Wealth Management Group, Inc.286,685$18.7M5.83%+14,99713F-HRTimeline
McLean Asset Management Corp282,865$18.4M5.53%-1,06313F-HRTimeline
Tilson Financial Group, Inc.282,660$18.4M7.51%+3,54513F-HRTimeline
Your Advocates Ltd., LLP281,175$18.3M7.27%+9,42913F-HRTimeline
Disciplined Equity Management, Inc.280,296$18.2M11.82%-6,43013F-HRTimeline
Arax Advisory Partners275,808$17.9M1.13%+2,05313F-HRTimeline
EnRich Financial Partners LLC270,226$17.6M5.86%+83513F-HRTimeline
Invst, LLC268,533$17.5M2.12%+263,54513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY264,045$17.2M<0.01%+41,41813F-HR/ATimelineGroup
Cetera Investment Advisers263,332$17.1M0.04%+43,72113F-HRTimeline
Pillar Financial Advisors, LLC255,825$16.6M12.74%13F-HRTimeline
PINNEY & SCOFIELD, INC.254,770$16.6M12.56%13F-HRTimeline
Financial Synergies Wealth Advisors, In…250,598$16.3M2.02%+5,88313F-HRTimeline
Dynamic Advisor Solutions LLC250,215$16.3M0.7%+2,53713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP248,720$16.2M0.39%+41,47613F-HRTimeline
AdvisorNet Financial, Inc248,194$16.2M1.35%+15,94413F-HRTimeline
Forum Private Client Group LLC247,744$16.1M7.18%+8,12413F-HRTimeline
Stadion Money Management, LLC233,259$15.2M1.19%new13F-HRTimeline
Beacon Pointe Advisors, LLC231,392$15.1M0.17%-1,43813F-HRTimeline
Lutz Financial Services LLC229,625$14.9M1.21%+85413F-HRTimeline
Armor Investment Advisors, LLC228,374$14.9M6.11%+10,65813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO225,839$14.7M<0.01%+31,88913F-HRTimelineGroup
West Financial Advisors, LLC223,962$14.6M2.81%+1,37313F-HRTimeline
Timonier Family Office, LTD.223,866$14.6M7.48%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkwoods Wealth Partners, LLC214,421$14M11.1%+1,84713F-HRTimeline
Factor Wealth Management LTD213,985$13.9M4.62%13F-HRTimeline
PBMares Wealth Management LLC209,735$13.6M2.79%+8,33013F-HRTimeline
EP Wealth Advisors, LLC209,338$13.6M0.11%-46613F-HRTimeline
OneDigital Investment Advisors LLC202,257$13.2M0.15%+14,50313F-HRTimeline
HUB Investment Partners, LLC197,806$12.9M0.54%+18,96913F-HRTimeline
Granite Harbor Advisors, Inc.197,658$12.9M7.11%+3,19013F-HRTimeline
Farther Finance Advisors, LLC197,154$12.8M0.46%-5,91113F-HRTimeline
Cambridge Investment Research Advisors,…196,073$12.8M0.04%+17,75413F-HRTimeline
McGlone Suttner Wealth Management, Inc.190,729$12.4M2.07%+49,68813F-HRTimeline
Mendota Financial Group, LLC190,388$12.4M8.03%-31,40713F-HRTimeline
Williams Financial, LLC189,857$12.4M7.69%+62413F-HRTimeline
Larson Financial Group LLC189,244$12.3M0.64%-15,08413F-HRTimeline
AIRE ADVISORS, LLC188,617$12.3M2.53%+6,42013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH183,910$12M3.53%+1,81413F-HRTimeline
Allworth Financial LP172,243$11.7M0.06%+17,76313F-HRTimeline
American Investment Services, Inc.173,019$11.3M1.99%-82313F-HR/ATimeline
PCA Investment Advisory Services Inc.172,198$11.2M5.19%-1,56213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC171,925$11.2M1.48%+3,27013F-HRTimeline
CWM, LLCin group CWM, LLC171,744$11.2M0.05%-11,76013F-HRTimelineGroup
Sterling Wealth Management, Inc.169,528$11M4.07%+7,04513F-HRTimeline
CARDIFF PARK ADVISORS, LLC167,361$10.9M1.04%-83413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP166,663$10.8M0.01%+14,41713F-HRTimelineGroup
Spinnaker Investment Group, LLC166,349$10.8M2.61%+40613F-HRTimeline
Navigoe, LLC166,322$10.8M10.57%13F-HRTimeline
Midwest Heritage Bank, FSB164,520$10.7M4.97%+1,25513F-HRTimeline
Advisory Alpha, LLC159,833$10.4M0.37%+7,73113F-HRTimeline
WorthPointe, LLC159,326$10.4M4.31%-2,50013F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC159,254$10.4M8.57%13F-HRTimeline
Allodium Investment Consultants, LLC158,916$10.3M8.64%13F-HRTimeline
ENZI WEALTH152,721$10.3M3.94%+1,91913F-HRTimeline
Trinity Financial Advisors LLC157,185$10.2M3.88%+28,25913F-HRTimeline
Wescott Financial Advisory Group, LLC151,445$9.86M1.02%+2,82913F-HRTimeline
One Capital Management, LLC149,540$9.74M0.32%-6,13413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP149,086$9.7M0.16%+19,93413F-HR/ATimelineGroup
Bridgewater Advisors Inc.146,949$9.61M1%-2,96713F-HRTimeline
EARNED WEALTH ADVISORS, LLC147,219$9.58M3.06%+2,88613F-HRTimeline
Summit Wealth Group, LLC146,735$9.55M2.77%+5,71613F-HRTimeline
HILL ISLAND FINANCIAL LLC144,015$9.37M2.74%new13F-HRTimeline
Colorado Capital Management, Inc.142,945$9.3M4.51%+14,50313F-HRTimeline
Envision Financial Planning, LLC142,264$9.26M4.78%+74913F-HRTimeline
Burk Holdings LLC140,809$9.16M7.41%13F-HRTimeline
Gemmer Asset Management LLC137,734$8.96M0.88%-24413F-HRTimeline
BWM Planning, LLC137,608$8.96M3.9%-6,19213F-HRTimeline
Daner Wealth Management, LLC131,685$8.94M6.56%13F-HRTimeline
Cascade Wealth Advisors, Inc137,307$8.94M6.05%-1,40513F-HRTimeline
Tassel Capital Management, Inc.136,385$8.88M7.87%13F-HRTimeline
MAI Capital Management136,018$8.85M0.07%-5,52713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.133,237$8.68M0.02%+11,59913F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.132,539$8.63M0.02%+66,63013F-HRTimeline
1900 WEALTH MANAGEMENT LLC131,091$8.53M0.72%-3,24813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management130,317$8.48M0.26%+1,35313F-HRTimelineGroup
ACORN CREEK CAPITAL LLC127,951$8.33M4.28%+5,95713F-HRTimeline
DRAVO BAY LLC127,496$8.3M4.02%+11,02513F-HRTimeline
Yardley Wealth Management LLC126,713$8.24M4%+21,03613F-HRTimeline
FLC Capital Advisors125,193$8.15M1.88%+4,99013F-HRTimeline
Atria Investments, Inc125,065$8.14M0.1%+114,69113F-HRTimeline
Ruedi Wealth Management, Inc.124,562$8.11M2.56%+7,88613F-HRTimeline
KEB ASSET MANAGEMENT, LLC122,952$8M2.3%-1,36413F-HRTimeline
TFO Wealth Partners, LLC122,577$7.98M3.79%-24313F-HRTimeline
Wood Tarver Financial Group, LLC118,601$7.72M2.58%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN117,373$7.64M<0.01%+35,14013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.117,353$7.64M0.01%-30,51413F-HRTimelineGroup
Cedar Point Capital Partners, LLC115,767$7.53M5.1%-2,86813F-HRTimeline
Aegis Wealth Management LLC115,674$7.53M5.09%13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.115,523$7.52M4.3%+2,21713F-HRTimeline
Alpha Financial Advisors, LLC115,070$7.49M3.39%-4,18313F-HRTimeline
Pacific Sage Partners, LLC114,886$7.48M1.71%+3,51913F-HRTimeline
Ruggaard & Associates LLC114,196$7.43M3.26%+5,31013F-HRTimeline
ASPIRIANT, LLC113,748$7.4M0.27%-47013F-HRTimeline
NewEdge Advisors, LLC113,619$7.39M0.04%-12,53513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS112,981$7.35M3.13%+7,87713F-HRTimeline
Ballentine Capital Advisors, Inc112,646$7.33M3.8%-25113F-HRTimeline
LAM GROUP, INC.112,290$7.31M5.21%+1,13913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC109,464$7.12M0.07%+11,95313F-HRTimelineGroup
GEM Asset Management, LLC109,353$7.12M3.97%+4,92613F-HRTimeline
US FINANCIAL ADVISORS, LLC108,981$7.09M2.18%+2,99913F-HRTimeline
Pinnacle Financial Group, LLC / IL105,222$6.85M2.68%-1,13513F-HRTimeline
CLARIS ADVISORS, LLC / MO /104,957$6.83M2.57%+4913F-HRTimeline
Hardy Reed LLC104,685$6.81M0.6%-2,19513F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC112,247$6.74M4.25%013F-HRTimeline
CGN Advisors LLC103,433$6.73M0.65%-2,46413F-HRTimeline
Vermillion Wealth Management, Inc.102,434$6.67M3.41%13F-HRTimeline
VeraBank, N.A.97,875$6.37M1.8%+5,35313F-HRTimeline
Efficient Advisors, LLC96,221$6.26M0.4%+11,41613F-HRTimeline
KMT WEALTH MANAGEMENT, LLC95,461$6.21M4.98%13F-HRTimeline
Private Advisor Group, LLC95,077$6.19M0.03%+9,56113F-HRTimeline
Zhang Financial LLC94,290$6.14M0.35%-1,87513F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC94,222$6.13M4.34%-10313F-HRTimeline
Meriwether Wealth & Planning, LLC91,272$5.94M4.23%13F-HRTimeline
MML INVESTORS SERVICES, LLC90,748$5.91M0.02%+10,86913F-HRTimeline
JDH Wealth Management, LLC90,349$5.88M5.16%13F-HRTimeline
JMG Financial Group, Ltd.89,956$5.85M0.2%+2,47713F-HRTimeline
ANDREWS, LUCIA WEALTH MANAGEMENT LLC90,037$5.84M3.9%+29413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,636$5.7M+15,793Timeline
KPP Advisory Services LLC87,603$5.7M1.34%+2,14213F-HRTimeline
Kooman & Associates86,181$5.61M2.03%+3,85513F-HRTimeline
CX Institutional85,739$5.58M0.22%+4,18313F-HRTimeline
CURIO WEALTH, LLC85,287$5.55M2.99%13F-HRTimeline
Bordeaux Wealth Advisors LLC83,564$5.44M0.87%-7,36513F-HR/ATimeline
ACAS, LLC78,236$5.3M3.92%+9,47113F-HRTimeline
PINKERTON WEALTH, LLC80,259$5.22M0.76%+74913F-HRTimeline
Seneschal Advisors, LLC79,722$5.19M4.34%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.78,770$5.13M0.03%-7,30913F-HRTimeline
Woodward Financial Advisors, Inc.78,356$5.1M2.52%-1,44613F-HRTimeline