Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
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Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Modera Wealth Management | 4.2M | $153M | -14% | Mar 2024 |
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Sequoia Financial Advisors | 3.7M | $134M | 4% | Mar 2024 |
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Aquire Wealth Advisors | 3.2M | $118M | 3% | Mar 2024 |
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Blankinship & Foster | 2.7M | $89M | 0% | Dec 2023 |
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Kooman & Associates | 2.5M | $84M | 4% | Dec 2023 |
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Hanson McClain Advisors | 2.4M | $88M | -2% | Mar 2024 |
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Meridian Wealth Partners | 1.9M | $69M | 0% | Mar 2024 |
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Spinnaker Investment Group | 1.8M | $67M | 7% | Mar 2024 |
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Buckingham Asset Management | 1.7M | $61M | -1% | Mar 2024 |
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AE Wealth Management | 1.6M | $58M | -9% | Mar 2024 |
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Billeaud Capital Management | 1.6M | $55M | 0% | Mar 2024 |
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Wealth Enhancement Advisory Services | 1.4M | $50M | 3% | Mar 2024 |
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Evoke Wealth | 1.3M | $49M | 8% | Mar 2024 |
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RVW Wealth | 1.2M | $45M | 1% | Mar 2024 |
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Krilogy Financial | 1.2M | $45M | 3% | Mar 2024 |
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CI Private Wealth | 1.2M | $44M | 4% | Mar 2024 |
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HB Wealth Management | 1.2M | $44M | 7% | Mar 2024 |
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Essential Planning | 1.2M | $39M | 0% | Mar 2024 |
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Commonwealth Equity Services | 1.2M | $42M | 2% | Mar 2024 |
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FirstPurpose Wealth | 1.1M | $39M | 3% | Mar 2024 |
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WPWealth | 1.0M | $38M | 8% | Mar 2024 |
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Betterment | 1.0M | $37M | -18% | Mar 2024 |
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Aveo Capital Partners | 1.0M | $36M | 0% | Mar 2024 |
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Resources Investment Advisors | 957k | $35M | 100% | Mar 2024 |
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Mariner Wealth Advisors | 926k | $34M | 19% | Mar 2024 |
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Brighton Jones | 916k | $34M | 100% | Mar 2024 |
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Pioneer Wealth Management Group | 915k | $33M | 16% | Mar 2024 |
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TCP Asset Management | 810k | $30M | 23% | Mar 2024 |
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Rappaport Reiches Capital Management | 802k | $29M | 13% | Mar 2024 |
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BKD Wealth Advisors | 775k | $28M | 8% | Mar 2024 |
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Valued Wealth Advisors | 748k | $27M | 100% | Mar 2024 |
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Creative Planning | 707k | $26M | 1% | Mar 2024 |
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Buckingham Strategic Partners | 705k | $26M | 18% | Mar 2024 |
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Financial Connections Group | 701k | $26M | 14% | Mar 2024 |
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PBMares Wealth Management | 682k | $25M | 26% | Mar 2024 |
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Liberty Wealth Management | 674k | $25M | 4% | Mar 2024 |
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SC&H Financial Advisors | 642k | $23M | 5% | Mar 2024 |
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Savant Capital Management | 630k | $23M | 22% | Mar 2024 |
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Arista Wealth Management | 628k | $23M | -62% | Mar 2024 |
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Stifel Financial | 608k | $22M | -3% | Mar 2024 |
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Sterling Financial Group | 579k | $19M | -4% | Dec 2023 |
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Spectrum Investment Advisors | 568k | $21M | 2% | Mar 2024 |
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Alpha Financial Advisors | 553k | $20M | 7% | Mar 2024 |
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Highland Financial Advisors | 531k | $19M | -1% | Mar 2024 |
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Awm Capital | 530k | $19M | -2% | Mar 2024 |
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Shira Ridge Wealth Management | 527k | $19M | -2% | Mar 2024 |
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Fonville Wealth Management | 511k | $19M | 22% | Mar 2024 |
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ACT Advisors | 504k | $18M | 0% | Mar 2024 |
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Private Ocean | 503k | $18M | -7% | Mar 2024 |
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Kure Advisory | 502k | $18M | 4% | Mar 2024 |
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Assetmark | 501k | $18M | -3% | Mar 2024 |
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Bank of America Corporation | 501k | $18M | 7% | Mar 2024 |
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Quantum Financial Advisors | 500k | $18M | 402% | Mar 2024 |
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Mission Wealth Management | 497k | $18M | 12% | Mar 2024 |
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Austin Wealth Management | 492k | $17M | 39% | Dec 2023 |
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LPL Financial | 488k | $18M | 99% | Mar 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 476k | $17M | 12% | Mar 2024 |
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Heritage Investment Group | 465k | $17M | 3% | Mar 2024 |
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Morling Financial Advisors | 464k | $17M | 888% | Mar 2024 |
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VeraBank | 444k | $16M | 10% | Mar 2024 |
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Envision Financial Planning | 431k | $16M | 2% | Mar 2024 |
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Envestnet Asset Management | 423k | $15M | -2% | Mar 2024 |
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Zhang Financial | 411k | $15M | 1% | Mar 2024 |
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Pathstone Holdings | 398k | $15M | 2% | Mar 2024 |
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Plan | 397k | $13M | 4% | Dec 2023 |
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Sax Wealth Advisors | 377k | $14M | 47% | Mar 2024 |
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UMA Financial Services | 375k | $13M | 4% | Mar 2024 |
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Tortoise Investment Management | 366k | $13M | 5% | Mar 2024 |
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Perigon Wealth Management | 359k | $13M | -31% | Mar 2024 |
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AdvisorNet Financial | 359k | $13M | -5% | Mar 2024 |
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IFP Advisors | 349k | $12M | 38% | Dec 2023 |
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Bay Harbor Wealth Management | 342k | $13M | 9% | Mar 2024 |
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Allegiance Financial Group Advisory Services | 339k | $12M | 11% | Mar 2024 |
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Advisory Alpha | 337k | $12M | 9% | Mar 2024 |
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Wealthsource Partners | 337k | $11M | -2% | Dec 2023 |
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FinDec Wealth Services | 333k | $12M | -1% | Mar 2024 |
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Physician Wealth Solutions | 330k | $12M | 15% | Mar 2024 |
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Great Point Wealth Advisors | 328k | $12M | -3% | Mar 2024 |
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Chicago Partners Investment | 321k | $11M | 2% | Mar 2024 |
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MAI Wealth Advisors | 318k | $12M | 10% | Mar 2024 |
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Sowell Financial Services | 318k | $12M | 167% | Mar 2024 |
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Jpmorgan Chase & Co | 314k | $12M | 13% | Mar 2024 |
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JFS Wealth Advisors | 313k | $11M | 6% | Mar 2024 |
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Syverson Strege & Co | 295k | $11M | -4% | Mar 2024 |
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CVA Family Office | 290k | $9.7M | 16% | Dec 2023 |
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Relative Value Partners | 285k | $9.6M | 9% | Mar 2024 |
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Legacy Financial Group | 283k | $10M | 3% | Mar 2024 |
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Security Financial Services | 267k | $9.8M | 10% | Mar 2024 |
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Ark & Tlk Investments | 240k | $8.8M | -23% | Mar 2024 |
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Cherrydale Wealth Management | 238k | $8.7M | -5% | Mar 2024 |
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Integrated Wealth Concepts | 238k | $8.7M | 1% | Mar 2024 |
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Walden Wealth Partners | 238k | $7.9M | 100% | Dec 2023 |
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Clarity Capital Advisors | 237k | $8.7M | 6% | Mar 2024 |
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WMS Partners | 232k | $8.5M | -1% | Mar 2024 |
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Jackson Thornton Asset Management | 232k | $8.5M | -1% | Mar 2024 |
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Royal Bank of Canada | 221k | $8.1M | 2% | Mar 2024 |
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Mercer Global Advisors | 219k | $8.0M | 0% | Mar 2024 |
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Advisor Group Holdings | 218k | $8.0M | 5% | Mar 2024 |
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U.S. Capital Wealth Advisors | 210k | $7.7M | 1% | Mar 2024 |
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Waypoint Capital Advisors | 207k | $7.6M | 0% | Mar 2024 |
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Bridge Advisory | 203k | $7.4M | 1% | Mar 2024 |
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Glass Jacobson Investment Advisors | 191k | $7.0M | -7% | Mar 2024 |
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Maryland Capital Advisors | 190k | $6.9M | 6% | Mar 2024 |
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Diversified Portfolios | 184k | $6.7M | -2% | Mar 2024 |
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Abel Hall | 184k | $6.7M | 0% | Mar 2024 |
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Teamwork Financial Advisors | 180k | $6.6M | 22% | Mar 2024 |
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Beacon Pointe Advisors | 179k | $6.0M | 15% | Dec 2023 |
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Private Advisor | 177k | $6.5M | 14% | Mar 2024 |
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Hemington Wealth Management | 176k | $6.4M | 100% | Mar 2024 |
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Morton Capital Management | 173k | $6.3M | -3% | Mar 2024 |
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Cowa | 172k | $6.3M | -7% | Mar 2024 |
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Annapolis Financial Services | 170k | $6.2M | -77% | Mar 2024 |
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Garrett Investment Advisors | 167k | $6.1M | 10% | Mar 2024 |
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Chico Wealth RIA | 155k | $5.7M | 0% | Mar 2024 |
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Hutchinson Capital Management | 153k | $5.6M | 4% | Mar 2024 |
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Heirloom Wealth Management | 145k | $5.3M | 4% | Mar 2024 |
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Raymond James Financial Services Advisors | 142k | $5.2M | 3% | Mar 2024 |
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Hardy Reed | 142k | $5.2M | 0% | Mar 2024 |
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Portfolio Strategies | 142k | $5.2M | 100% | Mar 2024 |
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Sollinda Capital Management | 141k | $5.1M | 100% | Mar 2024 |
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HTG Investment Advisors | 140k | $5.1M | 31% | Mar 2024 |
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Jacobi Capital Management | 139k | $5.1M | 732% | Mar 2024 |
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Retirement Solution | 136k | $5.0M | -1% | Mar 2024 |
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Capital Investment Advisory Services | 135k | $4.9M | -1% | Mar 2024 |
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Cypress Point Wealth Management | 132k | $4.8M | 45% | Mar 2024 |
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Mattern Wealth Management | 129k | $4.3M | 1% | Dec 2023 |
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Rather & Kittrell | 127k | $4.6M | -4% | Mar 2024 |
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Andrews, Lucia Wealth Management | 122k | $4.0M | -3% | Dec 2023 |
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Signature Resources Capital Management | 120k | $4.0M | -15% | Mar 2024 |
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GEM Asset Management | 120k | $4.2M | 5% | Mar 2024 |
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My Personal CFO | 116k | $4.2M | 0% | Mar 2024 |
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Sageworth Trust Company | 116k | $4.2M | -5% | Mar 2024 |
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Auxano Advisors | 113k | $4.1M | -3% | Mar 2024 |
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Helen Stephens Group | 112k | $4.1M | 6% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 111k | $4.1M | -2% | Mar 2024 |
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Cambridge Investment Research Advisors | 110k | $4.0M | 15% | Mar 2024 |
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RFG Advisory | 110k | $4.0M | -2% | Mar 2024 |
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ERn Financial | 110k | $4.0M | -20% | Mar 2024 |
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Rehmann Capital Advisory | 109k | $4.0M | -5% | Mar 2024 |
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D.A. Davidson & Co. | 109k | $4.0M | -2% | Mar 2024 |
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Park Avenue Securities | 108k | $3.9M | -1% | Mar 2024 |
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Catalyst Private Wealth | 100k | $3.7M | 5% | Mar 2024 |
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Sym Financial Corporation | 99k | $3.6M | 24% | Mar 2024 |
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Quarry Hill Advisors | 98k | $3.6M | -1% | Mar 2024 |
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American Capital Advisory | 93k | $2.7M | -47% | Mar 2024 |
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Apella Capital | 89k | $3.2M | -9% | Mar 2024 |
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Quad-Cities Investment Group | 87k | $3.2M | 3% | Mar 2024 |
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Raymond James & Associates | 83k | $3.0M | 3% | Mar 2024 |
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Seamount Financial Group | 80k | $2.9M | 100% | Mar 2024 |
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Waterfront Wealth | 79k | $2.8M | -3% | Mar 2024 |
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Investmark Advisory Group | 76k | $2.8M | -9% | Mar 2024 |
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Meritas Wealth Management | 76k | $2.8M | -14% | Mar 2024 |
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Firethorn Wealth Partners | 74k | $2.7M | -22% | Mar 2024 |
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RCS Financial Planning | 67k | $2.4M | -29% | Mar 2024 |
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Retirement Guys Formula | 63k | $2.3M | -36% | Mar 2024 |
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Elevate Wealth Advisory | 59k | $2.1M | -31% | Mar 2024 |
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Goldman Sachs Group | 22k | $810k | -77% | Mar 2024 |
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Susquehanna International | 18k | $656k | -87% | Mar 2024 |
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Greenspring Advisors | 12k | $430k | -86% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Jane Street | Dec 2023 | 81k | $2.7M |