Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEM
- CUSIP Number: 25434v732
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Dimensional Etf Trust stock
Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Forum Financial Management | 16M | $403M | 2% | Mar 2024 |
|
CI Private Wealth | 5.1M | $129M | 9% | Mar 2024 |
|
Truepoint | 4.1M | $104M | 21% | Mar 2024 |
|
HighTower Advisors | 3.9M | $99M | -3% | Mar 2024 |
|
Parcion Private Wealth | 3.5M | $89M | 4% | Mar 2024 |
|
Buckingham Asset Management | 3.2M | $81M | 70% | Mar 2024 |
|
Buckingham Strategic Partners | 2.7M | $69M | 121% | Mar 2024 |
|
Evensky & Katz | 2.1M | $54M | 4% | Mar 2024 |
|
Asset Dedication | 2.0M | $52M | 8% | Mar 2024 |
|
Carlson Capital Management | 1.9M | $50M | -32% | Mar 2024 |
|
BKD Wealth Advisors | 1.9M | $47M | 4% | Mar 2024 |
|
Jane Street | 1.7M | $44M | 365% | Mar 2024 |
|
RW Investment Management | 1.6M | $42M | 100% | Mar 2024 |
|
Hill Investment Group Partners | 1.5M | $38M | 1% | Dec 2023 |
|
Total Wealth Planning | 1.3M | $34M | 6% | Mar 2024 |
|
Miramar Fiduciary Corp | 1.3M | $33M | 4% | Mar 2024 |
|
JMG Financial Group | 1.2M | $30M | 18% | Mar 2024 |
|
Awm Capital | 1.1M | $29M | 2% | Mar 2024 |
|
Oakwell Private Wealth Management | 1.1M | $28M | 15% | Mar 2024 |
|
EnRich Financial Partners | 1.1M | $27M | 100% | Mar 2024 |
|
Your Advocates | 1.0M | $27M | -8% | Mar 2024 |
|
LPL Financial | 984k | $25M | 19% | Mar 2024 |
|
Sequoia Financial Advisors | 967k | $25M | 8% | Mar 2024 |
|
Apella Capital | 919k | $24M | 14% | Mar 2024 |
|
Empowered Funds | 886k | $23M | 100% | Mar 2024 |
|
Bridgeworth | 860k | $22M | 1% | Dec 2023 |
|
Great Oak Capital Partners | 825k | $21M | 17% | Mar 2024 |
|
Bank Of Montreal | 814k | $21M | 41% | Mar 2024 |
|
Kooman & Associates | 796k | $20M | 8% | Dec 2023 |
|
Mosaic Family Wealth Partners | 777k | $19M | -4% | Dec 2023 |
|
DiNuzzo Private Wealth | 752k | $19M | 1% | Mar 2024 |
|
Seaside Wealth Management | 752k | $19M | 3% | Mar 2024 |
|
Rockwood Wealth Management | 707k | $18M | 43% | Mar 2024 |
|
Pinnacle Financial Group, LLC / IL | 661k | $17M | 44% | Mar 2024 |
|
Stordahl Capital Management | 658k | $17M | 5% | Mar 2024 |
|
Savant Capital Management | 638k | $16M | -18% | Mar 2024 |
|
Integris Wealth Management | 637k | $16M | 9% | Mar 2024 |
|
Wealthstream Advisors | 633k | $16M | 0% | Mar 2024 |
|
Brighton Jones | 610k | $16M | 100% | Mar 2024 |
|
Betterment | 604k | $15M | 254% | Mar 2024 |
|
Rather & Kittrell | 601k | $15M | 13% | Mar 2024 |
|
Syverson Strege & Co | 568k | $15M | 4% | Mar 2024 |
|
BetterWealth | 561k | $14M | 2% | Mar 2024 |
|
Phillips Financial Management | 555k | $14M | 22% | Mar 2024 |
|
SRS Capital Advisors | 540k | $14M | 3% | Dec 2023 |
|
Envestnet Asset Management | 536k | $14M | 79% | Mar 2024 |
|
Mercer Global Advisors | 535k | $14M | -3% | Mar 2024 |
|
Leading Edge Financial Planning | 527k | $13M | 294% | Mar 2024 |
|
Commonwealth Equity Services | 523k | $13M | 5% | Mar 2024 |
|
Resources Investment Advisors | 509k | $13M | 1758% | Mar 2024 |
|
Financial Engines Advisors L.L.C | 508k | $13M | 100% | Mar 2024 |
|
Austin Wealth Management | 493k | $12M | -8% | Dec 2023 |
|
Planning Center | 490k | $13M | 7% | Mar 2024 |
|
Monograph Wealth Advisors | 488k | $12M | -1% | Dec 2023 |
|
Ballentine Capital Advisors | 484k | $12M | 4% | Mar 2024 |
|
Jentner | 479k | $12M | 6% | Mar 2024 |
|
Capstone Capital Wealth Advisors | 475k | $12M | 6% | Mar 2024 |
|
Rs Crum | 473k | $12M | 31% | Mar 2024 |
|
BFSG | 472k | $12M | -1% | Mar 2024 |
|
Goss Wealth Management | 450k | $12M | 145% | Mar 2024 |
|
Eaton-Cambridge | 445k | $11M | 100% | Mar 2024 |
|
Schoolcraft Capital | 428k | $11M | 12% | Mar 2024 |
|
Bank of America Corporation | 424k | $11M | 73% | Mar 2024 |
|
Mariner Wealth Advisors | 422k | $11M | 6% | Mar 2024 |
|
BCR Wealth Strategies | 420k | $11M | 3% | Mar 2024 |
|
AdvisorNet Financial | 417k | $11M | 38% | Mar 2024 |
|
Fundamentun | 399k | $10M | 100% | Mar 2024 |
|
Advisory Services & Investments | 399k | $10M | 15% | Mar 2024 |
|
Flagstone Financial Management | 396k | $10M | 28% | Mar 2024 |
|
Evanson Asset Management | 385k | $9.8M | 6% | Mar 2024 |
|
Sageworth Trust Company | 383k | $9.8M | 11% | Mar 2024 |
|
Heritage Investment Group | 376k | $9.6M | 14% | Mar 2024 |
|
JGP Wealth Management | 367k | $9.4M | 0% | Mar 2024 |
|
Equita Financial Network | 355k | $9.0M | 130% | Mar 2024 |
|
Watchman Group | 352k | $9.0M | 6% | Mar 2024 |
|
Private Wealth Management Group | 351k | $9.0M | 18% | Mar 2024 |
|
Cravens & Co Advisors | 333k | $8.3M | 0% | Dec 2023 |
|
Vannoy Advisory Group | 319k | $8.1M | 100% | Mar 2024 |
|
Peirce Capital Management | 315k | $7.9M | 100% | Dec 2023 |
|
Hassell Wealth Management | 313k | $7.9M | 3% | Mar 2024 |
|
Royal Bank of Canada | 305k | $7.8M | 83% | Mar 2024 |
|
Vestmark Advisory Solutions | 303k | $7.7M | 15% | Mar 2024 |
|
Blume Capital Management | 299k | $7.6M | 1% | Mar 2024 |
|
Keb Asset Management | 295k | $7.5M | 7% | Mar 2024 |
|
Physician Wealth Solutions | 292k | $7.4M | 29% | Mar 2024 |
|
Greenspring Advisors | 284k | $7.2M | 35% | Mar 2024 |
|
Financial Symmetry | 266k | $6.8M | 5% | Mar 2024 |
|
Cardiff Park Advisors | 263k | $6.6M | 2% | Dec 2023 |
|
Emprise Bank | 262k | $6.7M | 100% | Mar 2024 |
|
Peapack Gladstone Financial Corp | 259k | $6.6M | 789% | Mar 2024 |
|
HTG Investment Advisors | 257k | $6.5M | 11% | Mar 2024 |
|
Straight Path Wealth Management | 247k | $6.3M | 10% | Mar 2024 |
|
Ark & Tlk Investments | 240k | $6.1M | -5% | Mar 2024 |
|
Henrickson Nauta Wealth Advisors | 239k | $6.1M | 16% | Mar 2024 |
|
Liberty Wealth Management | 236k | $6.0M | 0% | Mar 2024 |
|
Delap Wealth Advisory | 234k | $5.8M | 532% | Dec 2023 |
|
Cambridge Investment Research Advisors | 232k | $5.9M | 17% | Mar 2024 |
|
American Investment Services | 231k | $5.9M | 61% | Mar 2024 |
|
Tillman Hartley | 230k | $5.9M | 1% | Mar 2024 |
|
Krilogy Financial | 226k | $5.8M | 6% | Mar 2024 |
|
Rockbridge Investment Management, LCC | 217k | $5.5M | 12% | Mar 2024 |
|
JNBA Financial Advisors | 213k | $5.4M | -9% | Mar 2024 |
|
Client 1st Advisory Group | 208k | $5.3M | 68% | Mar 2024 |
|
Quarry Hill Advisors | 203k | $5.2M | 8% | Mar 2024 |
|
Ruedi Wealth Management | 199k | $5.1M | 10% | Mar 2024 |
|
Discipline Wealth Solutions | 195k | $5.0M | 13% | Mar 2024 |
|
Family Wealth Partners | 194k | $5.0M | 67% | Mar 2024 |
|
True Wealth Design | 188k | $4.8M | 0% | Mar 2024 |
|
O'Connor Financial Group | 187k | $4.8M | 100% | Mar 2024 |
|
VeraBank | 185k | $4.7M | 9% | Mar 2024 |
|
Studio Investment Management | 182k | $4.6M | 19% | Mar 2024 |
|
Gradient Capital Advisors | 180k | $4.6M | 5% | Mar 2024 |
|
Waypoint Wealth Partners | 173k | $4.4M | -2% | Mar 2024 |
|
Enzi Wealth | 167k | $4.2M | 3% | Mar 2024 |
|
Grand Wealth Management | 165k | $4.2M | 2% | Mar 2024 |
|
Lutz Financial Services | 164k | $4.2M | 19% | Mar 2024 |
|
North Ridge Wealth Advisors | 156k | $4.0M | 8% | Mar 2024 |
|
Rehmann Capital Advisory | 152k | $3.9M | 481% | Mar 2024 |
|
Branch Banking & Trust Company | 150k | $3.8M | 3% | Mar 2024 |
|
BCU Wealth Advisors | 149k | $3.8M | 22% | Mar 2024 |
|
SC&H Financial Advisors | 146k | $3.7M | 6% | Mar 2024 |
|
Morgan Stanley | 145k | $3.8M | 155% | Mar 2024 |
|
One Degree Advisors | 141k | $3.6M | 1% | Mar 2024 |
|
Jackson Thornton Asset Management | 140k | $3.6M | 78% | Mar 2024 |
|
Kestra Advisory Services | 139k | $3.5M | -7% | Dec 2023 |
|
Tilson Financial Group | 137k | $3.5M | 30% | Mar 2024 |
|
Signature Resources Capital Management | 137k | $3.4M | -2% | Mar 2024 |
|
DecisionPoint Financial | 134k | $3.5M | 63% | Mar 2024 |
|
Creative Planning | 134k | $3.4M | 4% | Mar 2024 |
|
Leonard Rickey Investment Advisors P | 133k | $3.4M | 1% | Mar 2024 |
|
PBMares Wealth Management | 124k | $3.2M | 44% | Mar 2024 |
|
Beacon Pointe Advisors | 123k | $3.1M | 429% | Dec 2023 |
|
Waypoint Capital Advisors | 122k | $3.1M | 0% | Mar 2024 |
|
SJS Investment Consulting | 121k | $3.1M | 22% | Mar 2024 |
|
Apollon Wealth Management | 121k | $3.1M | 1% | Mar 2024 |
|
Fortitude Family Office | 114k | $2.9M | 56% | Mar 2024 |
|
Waterfront Wealth | 114k | $2.9M | -43% | Mar 2024 |
|
Level Financial Advisors | 113k | $2.9M | 193% | Mar 2024 |
|
Bridgewater Advisors | 112k | $2.9M | -6% | Mar 2024 |
|
LifeGuide Financial Advisors | 106k | $2.7M | 4% | Mar 2024 |
|
Wealth Enhancement Advisory Services | 99k | $2.5M | -2% | Mar 2024 |
|
Claris Advisors, Llc / Mo / | 94k | $2.4M | 13% | Mar 2024 |
|
Modera Wealth Management | 92k | $2.4M | -1% | Mar 2024 |
|
Sowell Financial Services | 91k | $2.3M | 4% | Mar 2024 |
|
Five Oceans Advisors | 90k | $2.3M | 8% | Mar 2024 |
|
Orion Portfolio Solutions | 83k | $2.1M | 11% | Mar 2024 |
|
Trust Co of the South | 83k | $2.1M | 43% | Mar 2024 |
|
Applied Capital | 83k | $2.1M | 4% | Mar 2024 |
|
Shearwater Capital | 81k | $2.1M | 2% | Mar 2024 |
|
Chicago Partners Investment | 54k | $1.4M | -54% | Mar 2024 |
|
Financial Counselors | 41k | $1.0M | -81% | Mar 2024 |
|
Flow Traders US | 13k | $335k | -96% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Susquehanna International | Sep 2023 | 341k | $8.0M |