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Disclosery

DFAS DIMENSIONAL ETF TRUST

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COM (fund)

767 managers (774 13F filers) reported a position in DFAS shares at 2025-06-30, 126,554,979 shares in all. 47 filers opened a position and 34 filers sold out during the quarter.

Managers
767
13F filers
774
New
47
Added
346
Reduced
221
Sold out
34
Shares held by filers
126,554,979

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Planning20,228,460$1.29B1.1%+3,407,43613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,849,400$500M0.07%-125,21713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,216,760$396M0.03%+841,62013F-HRTimelineGroup
Index Fund Advisors, Inc.5,825,960$371M20.84%-24,97413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding3,852,004$245M+383,595Timeline
Pure Financial Advisors, LLC2,788,890$178M3.13%+129,96813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,537,759$162M+25,887Timeline
TCI Wealth Advisors, Inc.2,373,334$151M10.36%-89,42413F-HRTimeline
Midwest Trust Co1,873,337$119M1.65%13F-HRTimeline
Plancorp, LLC1,366,196$87M3.01%-33,89913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC1,315,634$83.8M0.6%-37,19013F-HR/ATimelineGroup
First Command Advisory Services, Inc.1,219,558$77.7M0.67%+69,11313F-HRTimeline
Premier Financial Group1,160,110$76.3M21.2%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,183,712$75.4M2.01%+25,00913F-HRTimeline
Evanson Asset Management, LLC1,079,798$68.8M4.28%+3,96913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,016,654$64.8M0.15%-6,29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA965,027$61.5M0.01%+126,93813F-HR/ATimelineGroup
Sageworth Trust Co963,890$61.4M3.4%-13,89113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC954,004$60.8M7.69%+65,30113F-HRTimeline
HighTower Advisors, LLC949,704$60.5M0.08%-22,29313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC911,621$58.1M0.08%-16,34013F-HRTimelineGroup
LPL Financial LLC906,249$57.7M0.02%-117,78013F-HRTimeline
Confluence Wealth Services, Inc.884,785$56.4M3.08%+36,63713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/881,370$56.2M0.03%+43,71513F-HRTimelineGroup
Great Waters Wealth Management879,931$56.1M7.29%+25,86413F-HRTimeline
UBS Group AGin group UBS Group AG817,789$52.1M0.01%+95,12813F-HRTimelineGroup
Washington Trust Bank788,022$50.2M4.23%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DiNuzzo Private Wealth, Inc.730,447$46.5M5.52%+26,03813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC716,514$45.6M0.02%+78,02913F-HRTimelineGroup
Stordahl Capital Management, Inc.707,217$45.1M10.01%+3,72913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC668,910$42.6M0.06%-15,79613F-HRTimeline
Chicago Partners Investment Group LLC621,980$41.4M1.19%+15,57713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska656,567$40.6M5.48%+102,25413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP625,286$39.8M0.05%-49,38113F-HR/ATimelineGroup
Bleakley Financial Group, LLC590,445$37.6M0.96%+97,25313F-HRTimeline
Beaird Harris Wealth Management, LLC579,714$36.9M2.86%+9,25213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…576,109$36.7M0.03%+127,29213F-HRTimelineGroup
DIXON FNANCIAL SERVICES, INC.573,738$36.6M18.46%-1,04313F-HRTimeline
SAX WEALTH ADVISORS, LLC567,923$36.2M2.18%+15,18113F-HRTimeline
Root Financial Partners, LLC559,179$35.6M3.44%+299,95713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC549,865$35M0.06%+74,19713F-HRTimelineGroup
Modera Wealth Management, LLC547,045$34.9M0.43%-18,50713F-HRTimeline
Mariner, LLCin group Mariner, LLC507,172$32.3M0.05%+69,23213F-HRTimelineGroup
DAVENPORT & Co LLC487,757$31.1M0.17%+77,08813F-HRTimeline
Austin Asset Management Co Inc479,459$30.5M5.95%+17,31413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP475,846$30.3M0.04%-45,85013F-HRTimelineGroup
KWMG, LLC459,207$29.3M2.75%+12,79613F-HRTimeline
Sequoia Financial Advisors, LLC458,511$29.2M0.2%-16,93113F-HRTimeline
Heritage Investment Group, Inc.451,597$28.8M4.96%-7,09413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC427,955$27.3M0.11%-87,95513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…407,632$26.9M0.04%+18,21513F-HRTimeline
Heritage Wealth Management, Inc./Texas408,772$26M12.93%+59,38413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC404,277$25.8M1.87%+29,61213F-HRTimeline
ACORN CREEK CAPITAL LLC400,455$25.5M10.59%+255,55413F-HRTimeline
COMERICA BANK398,094$25.4M0.1%+7,61613F-HRTimeline
FINANCIAL CONSULATE, INC397,666$25.3M5%+43,01713F-HRTimeline
Bouchey Financial Group, Ltd.394,009$25.1M2.09%+3,23713F-HRTimeline
Tanager Wealth Management LLP388,887$24.8M2.92%-10,96513F-HRTimeline
Foster Group, Inc.383,457$24.4M0.84%-19,42913F-HRTimeline
DecisionPoint Financial, LLC373,022$24.1M6.16%+25,32413F-HRTimeline
CHOREO, LLC377,509$24.1M0.34%-38,76213F-HRTimeline
First National Trust Co364,218$23.2M0.87%+1,16313F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…350,640$22.3M3.64%-61013F-HRTimeline
Divergent Planning, LLC341,545$22.1M6.53%-130,02513F-HR/ATimeline
EP Wealth Advisors, LLC346,275$22.1M0.14%+4,97913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.343,428$21.9M0.04%-24,91613F-HR/ATimelineGroup
Disciplined Equity Management, Inc.337,442$21.5M12.62%+55,34613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS335,882$21.4M0.05%+37,86013F-HRTimeline
Hurlow Wealth Management Group, Inc.335,322$21.4M6.03%+31,02613F-HRTimeline
Planning Center, Inc.334,148$21.3M2.35%+22,17813F-HRTimeline
New Hampshire Trust328,629$20.9M4.37%+12,59813F-HRTimeline
Tillman Hartley LLC324,881$20.7M5.85%-35,81913F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC313,707$20.5M2.35%+5,25713F-HRTimeline
MASECO LLP320,679$20.4M0.78%13F-HRTimeline
Your Advocates Ltd., LLP320,429$20.4M7.34%+19,82013F-HRTimeline
Empirical Financial Services, LLC d.b.a…317,697$20.2M0.46%+18,28213F-HRTimeline
Arax Advisory Partners311,802$19.9M0.91%+12,25613F-HRTimeline
Cetera Investment Advisers310,794$19.8M0.03%+61,34413F-HRTimeline
AdvisorNet Financial, Inc310,763$19.8M1.28%+49,37413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC305,521$19.5M0.42%-12,23813F-HRTimeline
BUILDER INVESTMENT GROUP INC /ADV301,708$19.2M4.75%+5,55313F-HRTimeline
McLean Asset Management Corp288,869$18.9M4.96%-57113F-HRTimeline
Tilson Financial Group, Inc.294,963$18.8M7.09%+3,09513F-HRTimeline
Pillar Financial Advisors, LLC279,161$17.8M12.28%+10,11513F-HRTimeline
Timonier Family Office, LTD.274,361$17.5M6.54%+18,33613F-HRTimeline
Forum Private Client Group LLC274,017$17.5M6.73%+15,68413F-HRTimeline
PINNEY & SCOFIELD, INC.272,196$17.3M11.74%+5,71413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY271,939$17.3M<0.01%+1,94513F-HRTimelineGroup
Financial Synergies Wealth Advisors, In…267,362$17M1.85%+8,36713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP265,654$16.9M0.37%+31,89513F-HRTimeline
Cambridge Investment Research Advisors,…261,819$16.7M0.05%+40,48313F-HRTimeline
Dynamic Advisor Solutions LLC256,649$16.4M0.51%+2,78213F-HRTimeline
Beacon Pointe Advisors, LLC253,403$16.1M0.17%+7,47013F-HRTimeline
HILL ISLAND FINANCIAL LLC250,656$16M4.45%+35,45413F-HRTimeline
EnRich Financial Partners LLC246,718$15.7M4.83%-1,86513F-HRTimeline
Tassel Capital Management, Inc.240,340$15.3M11.76%+93,63213F-HRTimeline
PCA Investment Advisory Services Inc.239,819$15.3M6.44%+37,55713F-HRTimeline
Allodium Investment Consultants, LLC238,840$15.2M9.63%+31,32213F-HRTimeline
PBMares Wealth Management LLC235,285$15M2.74%-2,91113F-HRTimeline
Lutz Financial Services LLC235,100$15M1.16%+8,67413F-HRTimeline
Factor Wealth Management LTD234,180$14.9M4.08%+17,11413F-HRTimeline
Stadion Money Management, LLC234,132$14.9M1.22%+1,00013F-HRTimeline
Advisory Alpha, LLC232,178$14.8M0.46%+25,27313F-HRTimeline
Armor Investment Advisors, LLC230,280$14.7M5.53%-91213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO229,817$14.6M<0.01%+17,25413F-HRTimelineGroup
Farther Finance Advisors, LLC228,910$14.6M0.29%-30,40313F-HRTimeline
LRI Investments, LLC227,424$14.5M1.23%+3,14913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.222,993$14.2M13.35%13F-HR/ATimeline
Aspen Capital Management, LLC222,039$14.1M3.96%-2,06913F-HRTimeline
Parkwoods Wealth Partners, LLC218,378$13.9M8.03%+2,07713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.215,903$13.8M0.08%+17,44713F-HRTimeline
West Financial Advisors, LLC212,084$13.5M2.35%-20,75813F-HRTimeline
G2 CAPITAL MANAGEMENT, LLC / OH208,988$13.3M3.74%+12,98713F-HRTimeline
McGlone Suttner Wealth Management, Inc.199,638$12.7M1.92%+5,29613F-HRTimeline
OneDigital Investment Advisors LLC196,149$12.5M0.14%-6813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,787$12.1M0.01%+6,44513F-HRTimelineGroup
Midwest Heritage Bank, FSB187,525$11.9M4.49%+78013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC187,161$11.9M1.47%+9,97413F-HRTimeline
Syverson Strege & Co187,123$11.9M2.82%+143,36513F-HRTimeline
Granite Harbor Advisors, Inc.184,002$11.7M5.5%+8,68013F-HRTimeline
CWM, LLCin group CWM, LLC182,217$11.6M0.04%+18,49713F-HRTimelineGroup
AIRE ADVISORS, LLC180,522$11.5M2.23%-12,41913F-HRTimeline
One Capital Management, LLC175,273$11.2M0.39%-27,20013F-HRTimeline
Wescott Financial Advisory Group, LLC172,142$11M1.05%+11,35713F-HRTimeline
BANNERMAN WEALTH MANAGEMENT GROUP, LLC171,936$11M8.41%+3,31513F-HRTimeline
American Investment Services, Inc.171,913$11M2.8%-9,28613F-HRTimeline
Sterling Wealth Management, Inc.171,771$10.9M3.73%13F-HRTimeline
Trinity Financial Advisors LLC171,189$10.9M3.34%+4,08613F-HRTimeline
Bridgewater Advisors Inc.166,002$10.9M0.83%+5,61913F-HRTimeline
WPWealth LLP170,511$10.9M1.96%+136,85413F-HRTimeline
Spinnaker Investment Group, LLC170,011$10.8M2.54%-13,15413F-HRTimeline
Allworth Financial LP168,937$10.8M0.05%-3,35413F-HRTimeline
HUB Investment Partners, LLC165,649$10.6M0.37%+28,98313F-HRTimeline
ENZI WEALTH161,238$10.5M3.86%+57313F-HRTimeline
Conservest Capital Advisors, Inc.162,737$10.4M1.02%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC157,722$10M0.09%+29,34113F-HRTimelineGroup
Summit Wealth Group, LLC156,885$9.99M2.57%+2,90113F-HRTimeline
Burk Holdings LLC156,649$9.98M6.25%+11,50213F-HRTimeline
EARNED WEALTH ADVISORS, LLC154,661$9.85M1.93%+7,19613F-HRTimeline
B&D White Capital Company, LLC150,416$9.58M1.46%new13F-HRTimeline
MAI Capital Management149,123$9.5M0.07%+79413F-HRTimeline
CARDIFF PARK ADVISORS, LLC148,370$9.45M0.82%-22,50213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding147,948$9.43M+20,967Timeline
WorthPointe, LLC146,317$9.32M3.92%+3,95613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP146,038$9.3M0.14%-75013F-HRTimelineGroup
CGN Advisors LLC145,124$9.25M0.83%+14,32613F-HRTimeline
Mendota Financial Group, LLC144,235$9.19M8.69%+6,31613F-HRTimeline
Larson Financial Group LLC143,984$9.17M0.37%-35,98113F-HRTimeline
Daner Wealth Management, LLC138,221$9.15M6.31%13F-HRTimeline
Colorado Capital Management, Inc.143,403$9.14M3.91%-4,34613F-HRTimeline
FLC Capital Advisors139,919$8.91M1.84%+12,70813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,761$8.84M0.01%+72,35213F-HRTimelineGroup
Atria Investments, Inc136,889$8.72M0.1%+9,63613F-HRTimeline
Vermillion Wealth Management, Inc.136,155$8.67M4.14%+30,55513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN135,842$8.65M<0.01%-15,10913F-HRTimelineGroup
Envision Financial Planning, LLC134,494$8.57M4.01%-11,65613F-HRTimeline
Merit Financial Group, LLC134,426$8.56M0.1%+122,65313F-HRTimeline
1900 WEALTH MANAGEMENT LLC133,296$8.49M0.64%-1,37513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management133,117$8.48M0.3%-99913F-HRTimelineGroup
Pacific Sage Partners, LLC133,095$8.48M1.68%+16,65413F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS129,368$8.24M3.02%-1,42013F-HRTimeline
Pioneer Wealth Management Group128,262$8.17M3.03%+8,13613F-HRTimeline
DRAVO BAY LLC123,152$8.06M3.9%+2,62513F-HRTimeline
MML INVESTORS SERVICES, LLC126,142$8.04M0.02%+8,69313F-HRTimeline
Wood Tarver Financial Group, LLC125,375$7.99M2.4%-3,04813F-HRTimeline
Invst, LLC125,085$7.97M0.99%+16,90013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.123,129$7.84M4.21%+8,10613F-HRTimeline
Financial Engines Advisors L.L.C.121,398$7.73M0.02%-2,53613F-HRTimeline
GEM Asset Management, LLC118,296$7.69M3.94%+4,20913F-HRTimeline
TFO Wealth Partners, LLC119,582$7.62M1.34%-4,11113F-HRTimeline
Cedar Point Capital Partners, LLC118,991$7.58M5.35%+38413F-HRTimeline
KEB ASSET MANAGEMENT, LLC118,727$7.56M1.88%-2,59413F-HRTimeline
VeraBank, N.A.118,638$7.56M1.52%+13,93413F-HRTimeline
Ballentine Capital Advisors, Inc117,629$7.49M3.55%+2,46113F-HRTimeline
Gemmer Asset Management LLC116,928$7.45M0.66%-5,69113F-HRTimeline
Ruggaard & Associates LLC116,597$7.43M2.99%-51513F-HRTimeline
Hardy Reed LLC115,909$7.38M0.59%+7,92413F-HRTimeline
Yardley Wealth Management LLC113,079$7.2M3.94%+5,69913F-HRTimeline
WEBSTER BANK, N. A.112,987$7.2M0.74%+22,80013F-HRTimeline
Aegis Wealth Management LLC120,245$7.18M4.31%013F-HRTimeline
ASPIRIANT, LLC112,693$7.18M0.23%-29513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.112,064$7.14M0.01%+11,34213F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL110,610$7.05M2.36%-3,61213F-HRTimeline
RFG Advisory, LLC110,008$7.01M0.16%+62,40213F-HRTimeline
LAM GROUP, INC.108,064$6.88M4.6%-4,14113F-HRTimeline
Ruedi Wealth Management, Inc.106,501$6.79M2.01%-16,19413F-HRTimeline
CLARIS ADVISORS, LLC / MO /104,470$6.66M2.32%-12,98413F-HRTimeline
Private Advisor Group, LLC102,972$6.56M0.04%+3,83213F-HRTimeline
Efficient Advisors, LLC102,289$6.52M0.39%+11,72913F-HRTimeline
Navigoe, LLC101,706$6.48M4.89%-37,20813F-HRTimeline
NewEdge Advisors, LLC100,982$6.43M0.03%-12,73813F-HRTimeline
CURIO WEALTH, LLC100,593$6.41M2.81%+100,24213F-HRTimeline
KPP Advisory Services LLC100,271$6.39M1.05%+52413F-HR/ATimeline
JDH Wealth Management, LLC99,811$6.36M4.87%+5,26013F-HRTimeline
M Holdings Securities, Inc.98,838$6.3M1.08%+86,19613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC97,661$6.22M1.6%+59,45713F-HRTimeline
Alpha Financial Advisors, LLC97,017$6.18M2.39%-4,73613F-HRTimeline
PINKERTON WEALTH, LLC94,447$6.02M0.72%+11,63113F-HRTimeline
JMG Financial Group, Ltd.93,365$5.95M0.18%+4,15313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…92,390$5.89M0.01%+58,80813F-HR/ATimelineGroup