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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
Creative Planningin group Creative Planning16,821,024$1.01B0.95%+3,577,61713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,974,617$476M0.07%+453,20913F-HRTimelineGroup
Index Fund Advisors, Inc.5,850,934$350M21.62%-692,67613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,375,140$321M0.03%+203,27413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding3,468,409$207M+37,734Timeline
Pure Financial Advisors, LLC2,658,922$159M3.32%+87,76613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,511,872$150M+115,037Timeline
TCI Wealth Advisors, Inc.2,462,758$147M11.78%+60,21013F-HRTimeline
Alaska Permanent Fund Corp2,518,859$146M2.05%013F-HRTimeline
FINANCIAL COUNSELORS INC1,822,806$109M1.65%+101,73613F-HRTimeline
Plancorp, LLC1,400,095$83.7M3.32%-20,85113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,352,824$80.8M0.68%-15,86913F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB1,158,703$69.2M2%+63,28013F-HRTimeline
First Command Advisory Services, Inc.1,150,445$68.7M0.66%+125,84713F-HRTimeline
Evanson Asset Management, LLC1,075,829$64.3M4.55%+11,28713F-HRTimeline
LPL Financial LLC1,024,029$61.2M0.02%+155,76613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,022,951$61.1M0.14%+227,13213F-HRTimeline
Sageworth Trust Co977,781$58.4M3.63%+27,61413F-HRTimeline
HighTower Advisors, LLC971,997$58.1M0.08%-29,93813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC927,961$55.4M0.08%+249,19513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC888,703$53.1M7.35%+22,35313F-HRTimeline
Great Waters Wealth Management854,067$51M7.08%-38,96913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA838,089$50.1M0.01%+165,31413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/837,655$50M0.03%+51,88413F-HRTimelineGroup
Confluence Wealth Services, Inc.848,148$48M3.02%-2,37913F-HRTimeline
Adero Partners, LLC788,381$47.1M3.08%+37,42013F-HRTimeline
UBS Group AGin group UBS Group AG722,661$43.2M0.01%-42,33813F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.704,409$42.1M5.3%-4613F-HRTimeline
Stordahl Capital Management, Inc.703,488$42M9.97%+29,93513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…700,837$41.9M0.9%+35,99013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC684,706$40.9M0.06%-59,84213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP674,667$40.3M0.07%+37,75913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC638,485$38.1M0.01%+101,98313F-HRTimelineGroup
Chicago Partners Investment Group LLC606,403$35.9M1.19%+41,82313F-HRTimeline
DIXON FNANCIAL SERVICES, INC.574,781$34.3M18.56%-3,41313F-HRTimeline
Beaird Harris Wealth Management, LLC570,462$34.1M2.9%-19,13413F-HRTimeline
Modera Wealth Management, LLC565,552$33.8M0.46%+2,96713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska554,313$33.1M5.04%-2,73413F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC552,742$33M2.36%+13,07113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP521,696$31.2M0.05%-33,72313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC515,910$30.8M0.13%+26,23213F-HRTimelineGroup
Bleakley Financial Group, LLC493,192$29.5M0.95%+37,13613F-HRTimeline
Divergent Planning, LLC471,570$28.7M9.52%+16,16313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC475,668$28.4M0.06%+26,43313F-HRTimelineGroup
Sequoia Financial Advisors, LLC475,442$28.4M0.22%-3,56813F-HRTimeline
Austin Asset Management Co Inc462,145$27.6M5.75%-20,71113F-HRTimeline
Heritage Investment Group, Inc.458,691$27.4M5.15%-4,03313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…448,817$26.8M0.02%-327,72613F-HRTimelineGroup
KWMG, LLC446,411$26.7M2.71%+16,54213F-HRTimeline
Mariner, LLCin group Mariner, LLC437,940$26.2M0.04%+66,96213F-HRTimelineGroup
CHOREO, LLC416,271$24.9M0.39%-29,27213F-HRTimeline
DAVENPORT & Co LLC410,669$24.5M0.15%+34,77113F-HRTimeline
Foster Group, Inc.402,886$24.1M0.9%-17,64213F-HRTimeline
Tanager Wealth Management LLP399,852$23.9M3.11%+8,13713F-HRTimeline
Bouchey Financial Group, Ltd.390,772$23.3M2.11%+12,58113F-HRTimeline
COMERICA BANK390,478$23.3M0.1%-9,95513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…389,417$23.3M0.04%-75,73413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC374,665$22.4M1.73%+57,42513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.368,344$22M0.05%+235,10713F-HRTimelineGroup
First National Trust Co363,055$21.7M0.87%-2,90813F-HRTimeline
Tillman Hartley LLC360,700$21.6M6.27%+5,39513F-HRTimeline
FINANCIAL CONSULATE, INC354,649$21.2M5.35%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…351,250$21M3.57%+5,64413F-HRTimeline
Heritage Wealth Management, Inc./Texas349,388$20.9M12.09%+6,19613F-HRTimeline
DecisionPoint Financial, LLC347,698$20.8M6.03%+30,02213F-HRTimeline
EP Wealth Advisors, LLC341,296$20.4M0.16%+131,95813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC317,759$19M0.46%-32,63413F-HRTimeline
New Hampshire Trust316,031$18.9M4.32%+18,17713F-HRTimeline
Planning Center, Inc.311,970$18.6M2.21%+1,73913F-HRTimeline
Hurlow Wealth Management Group, Inc.304,296$18.2M5.68%+17,61113F-HRTimeline
Your Advocates Ltd., LLP300,609$18M6.89%+19,43413F-HRTimeline
Arax Advisory Partners299,546$17.9M1.15%+23,73813F-HRTimeline
Empirical Financial Services, LLC d.b.a…299,415$17.9M0.46%-8,26213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS298,022$17.8M0.04%-3,90713F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV296,155$17.7M5.03%+4,19613F-HRTimeline
Tilson Financial Group, Inc.291,868$17.4M6.9%+9,20813F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC308,450$17.2M2.28%+15,79913F-HRTimeline
Disciplined Equity Management, Inc.282,096$16.9M11.72%+1,80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY269,994$16.1M<0.01%+5,94913F-HRTimelineGroup
Pillar Financial Advisors, LLC269,046$16.1M11.98%+13,22113F-HRTimeline
PINNEY & SCOFIELD, INC.266,482$15.9M11.53%+11,71213F-HRTimeline
AdvisorNet Financial, Inc261,389$15.6M1.16%+13,19513F-HRTimeline
Farther Finance Advisors, LLC259,313$15.6M0.4%+62,15913F-HRTimeline
Root Financial Partners, LLC259,222$15.5M1.65%+245,53313F-HRTimeline
Financial Synergies Wealth Advisors, In…258,995$15.5M1.88%+8,39713F-HRTimeline
Forum Private Client Group LLC258,333$15.4M6.7%+10,58913F-HRTimeline
Timonier Family Office, LTD.256,025$15.3M6.76%+32,15913F-HRTimeline
Dynamic Advisor Solutions LLC253,867$15.2M0.5%+3,65213F-HRTimeline
McLean Asset Management Corp289,440$15.1M5%+6,57513F-HRTimeline
Cetera Investment Advisers249,450$14.9M0.03%-13,88213F-HRTimeline
EnRich Financial Partners LLC248,583$14.9M4.99%-21,64313F-HRTimeline
Beacon Pointe Advisors, LLC245,933$14.7M0.17%+14,54113F-HRTimeline
PBMares Wealth Management LLC238,196$14.2M2.85%+28,46113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP233,759$14M0.35%-14,96113F-HRTimeline
Stadion Money Management, LLC233,132$13.9M1.39%-12713F-HRTimeline
West Financial Advisors, LLC232,842$13.9M2.64%+8,88013F-HRTimeline
Armor Investment Advisors, LLC231,192$13.8M5.72%+2,81813F-HRTimeline
Lutz Financial Services LLC226,426$13.5M1.11%-3,19913F-HRTimeline
LRI Investments, LLC224,275$13.4M1.29%+217,29913F-HRTimeline
Aspen Capital Management, LLC224,108$13.4M4.28%13F-HRTimeline
Cambridge Investment Research Advisors,…221,336$13.2M0.04%+25,26313F-HRTimeline
Factor Wealth Management LTD217,066$13M3.98%+3,08113F-HRTimeline
Parkwoods Wealth Partners, LLC216,301$12.9M8.73%+1,88013F-HRTimeline
HILL ISLAND FINANCIAL LLC215,202$12.9M3.77%+71,18713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO212,563$12.7M<0.01%-13,27613F-HRTimelineGroup
Allodium Investment Consultants, LLC207,518$12.4M9.15%+48,60213F-HRTimeline
Advisory Alpha, LLC206,905$12.4M0.42%+47,07213F-HR/ATimeline
One Capital Management, LLC202,473$12.1M0.41%+52,93313F-HRTimeline
PCA Investment Advisory Services Inc.202,262$12.1M6.39%+30,06413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.198,456$11.9M0.07%+119,68613F-HRTimeline
OneDigital Investment Advisors LLC196,217$11.7M0.14%-6,04013F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH196,001$11.7M3.55%+12,09113F-HRTimeline
McGlone Suttner Wealth Management, Inc.194,342$11.6M1.91%+3,61313F-HRTimeline
AIRE ADVISORS, LLC192,941$11.5M2.43%+4,32413F-HRTimeline
Midwest Heritage Bank, FSB186,745$11.2M4.59%+22,22513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP183,342$11M0.01%+16,67913F-HRTimelineGroup
Spinnaker Investment Group, LLC183,165$10.9M2.47%+16,81613F-HRTimeline
American Investment Services, Inc.181,199$10.8M1.91%+8,18013F-HRTimeline
Larson Financial Group LLC179,965$10.8M0.51%-9,27913F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC177,187$10.6M1.44%+5,26213F-HRTimeline
Granite Harbor Advisors, Inc.175,322$10.5M5.56%-22,33613F-HRTimeline
CARDIFF PARK ADVISORS, LLC170,872$10.2M0.99%+3,51113F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC168,621$10.1M8.23%+9,36713F-HRTimeline
Allworth Financial LP172,291$9.97M0.06%+4813F-HRTimeline
CWM, LLCin group CWM, LLC163,720$9.78M0.04%-8,02413F-HRTimelineGroup
Wescott Financial Advisory Group, LLC160,785$9.61M1%+9,34013F-HRTimeline
Trinity Financial Advisors LLC167,103$9.47M3.42%+9,91813F-HR/ATimeline
Bridgewater Advisors Inc.160,383$9.34M0.81%+13,43413F-HRTimeline
ENZI WEALTH160,665$9.29M3.76%+7,94413F-HRTimeline
Summit Wealth Group, LLC153,984$9.2M2.69%+7,24913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN150,951$9.02M<0.01%+33,57813F-HRTimelineGroup
MAI Capital Management148,329$8.86M0.07%+12,31113F-HRTimeline
Colorado Capital Management, Inc.147,749$8.83M4.11%+4,80413F-HRTimeline
EARNED WEALTH ADVISORS, LLC147,465$8.81M1.93%+24613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP146,788$8.77M0.15%-2,29813F-HRTimelineGroup
Tassel Capital Management, Inc.146,708$8.77M7.67%+10,32313F-HRTimeline
Envision Financial Planning, LLC146,150$8.73M4.45%+3,88613F-HRTimeline
Burk Holdings LLC145,147$8.67M6.55%+4,33813F-HRTimeline
ACORN CREEK CAPITAL LLC144,901$8.66M4.32%+16,95013F-HRTimeline
BWM Planning, LLC142,870$8.54M3.61%+5,26213F-HRTimeline
WorthPointe, LLC142,361$8.51M3.88%-16,96513F-HRTimeline
Navigoe, LLC138,914$8.3M7.19%-27,40813F-HRTimeline
Mendota Financial Group, LLC137,919$8.24M8.94%-52,46913F-HRTimeline
HUB Investment Partners, LLC136,666$8.17M0.33%-61,14013F-HRTimeline
1900 WEALTH MANAGEMENT LLC134,671$8.05M0.67%+3,58013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management134,116$8.01M0.26%+3,79913F-HRTimelineGroup
CGN Advisors LLC130,798$7.82M0.76%+27,36513F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS130,788$7.81M3.16%+17,80713F-HRTimeline
Wood Tarver Financial Group, LLC128,423$7.67M2.5%+9,82213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC128,381$7.67M0.09%+18,91713F-HRTimelineGroup
Atria Investments, Inc127,253$7.6M0.1%+2,18813F-HRTimeline
FLC Capital Advisors127,211$7.6M1.71%+2,01813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding126,981$7.59M+39,345Timeline
Williams Financial, LLC124,666$7.45M5.21%-65,19113F-HRTimeline
Financial Engines Advisors L.L.C.123,934$7.41M0.02%-8,60513F-HRTimeline
TFO Wealth Partners, LLC123,693$7.39M1.47%+1,11613F-HRTimeline
Ruedi Wealth Management, Inc.122,695$7.33M2.29%-1,86713F-HRTimeline
Gemmer Asset Management LLC122,619$7.33M0.73%-15,11513F-HRTimeline
KEB ASSET MANAGEMENT, LLC121,321$7.25M2.06%-1,63113F-HRTimeline
DRAVO BAY LLC120,527$7.2M3.82%-6,96913F-HRTimeline
Aegis Wealth Management LLC120,245$7.18M4.22%+4,57113F-HRTimeline
Pioneer Wealth Management Group120,126$7.18M3.09%13F-HRTimeline
Cedar Point Capital Partners, LLC118,607$7.09M4.76%+2,84013F-HRTimeline
MML INVESTORS SERVICES, LLC117,449$7.02M0.02%+26,70113F-HRTimeline
CLARIS ADVISORS, LLC / MO /117,454$7.02M2.61%+12,49713F-HRTimeline
Ruggaard & Associates LLC117,112$7M3.07%+2,91613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…117,050$6.99M0.01%new13F-HRTimelineGroup
Pacific Sage Partners, LLC116,441$6.96M1.57%+1,55513F-HRTimeline
Ballentine Capital Advisors, Inc115,168$6.88M3.49%+2,52213F-HRTimeline
CarsonAllaria Wealth Management, Ltd.115,023$6.87M3.98%-50013F-HRTimeline
GEM Asset Management, LLC114,087$6.85M3.83%+4,73413F-HRTimeline
Pinnacle Financial Group, LLC / IL114,222$6.82M2.48%+9,00013F-HRTimeline
NewEdge Advisors, LLC113,720$6.79M0.04%+10113F-HRTimeline
ASPIRIANT, LLC112,988$6.75M0.23%-76013F-HRTimeline
LAM GROUP, INC.112,205$6.7M4.93%-8513F-HRTimeline
Meriwether Wealth & Planning, LLC109,575$6.55M4.27%+18,30313F-HRTimeline
US FINANCIAL ADVISORS, LLC109,158$6.52M1.93%+17713F-HRTimeline
Invst, LLC108,185$6.46M0.88%-160,34813F-HRTimeline
Hardy Reed LLC107,985$6.45M0.57%+3,30013F-HRTimeline
Yardley Wealth Management LLC107,380$6.42M3.78%-19,33313F-HRTimeline
Vermillion Wealth Management, Inc.105,600$6.31M1.85%+3,16613F-HRTimeline
VeraBank, N.A.104,704$6.26M1.75%+6,82913F-HRTimeline
Alpha Financial Advisors, LLC101,753$6.08M2.7%-13,31713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.100,722$6.02M0.01%-16,63113F-HRTimelineGroup
ANDREWS, LUCIA WEALTH MANAGEMENT LLC91,970$5.99M4.02%+1,93313F-HRTimeline
KPP Advisory Services LLC99,747$5.96M1.13%+12,14413F-HRTimeline
Private Advisor Group, LLC99,140$5.92M0.04%+4,06313F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC96,405$5.76M4.12%+2,18313F-HRTimeline
JDH Wealth Management, LLC94,551$5.65M4.85%+4,20213F-HRTimeline
Zhang Financial LLC91,820$5.49M0.29%-2,47013F-HRTimeline
Efficient Advisors, LLC90,560$5.41M0.35%-5,66113F-HR/ATimeline
KMT WEALTH MANAGEMENT, LLC90,461$5.41M3.7%-5,00013F-HRTimeline
WEBSTER BANK, N. A.90,187$5.39M0.59%+33,61313F-HRTimeline
CX Institutional89,891$5.37M0.2%+4,15213F-HRTimeline
JMG Financial Group, Ltd.89,212$5.33M0.18%-74413F-HRTimeline
Kooman & Associates88,363$5.28M1.94%+2,18213F-HRTimeline
PINKERTON WEALTH, LLC82,816$4.95M0.64%+2,55713F-HRTimeline
Investmark Advisory Group LLC82,569$4.93M2.44%+4,66513F-HRTimeline
Cascade Wealth Advisors, Inc88,230$4.91M3.4%-49,07713F-HRTimeline
OARSMAN CAPITAL, INC.81,285$4.86M0.87%+81,16813F-HRTimeline