Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGR
- CUSIP Number: 25434v658
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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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Top 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 | 14M | $360M | 1% | Mar 2024 |
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| JMG Financial Group | 2.6M | $66M | 23% | Mar 2024 |
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| CI Private Wealth | 2.2M | $56M | 1% | Mar 2024 |
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| Buckingham Asset Management | 2.0M | $52M | 21% | Mar 2024 |
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| Private Ocean | 2.0M | $52M | 9% | Mar 2024 |
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| Savant Capital Management | 2.0M | $50M | 26% | Mar 2024 |
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| DiNuzzo Private Wealth | 1.5M | $39M | 1% | Mar 2024 |
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| Brighton Jones | 1.4M | $36M | 100% | Mar 2024 |
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| Wescott Financial Advisory Group | 1.2M | $30M | 4% | Mar 2024 |
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| Quantum Financial Advisors | 846k | $22M | -3% | Mar 2024 |
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| TCI Wealth Advisors | 724k | $19M | 8% | Mar 2024 |
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| Rs Crum | 651k | $17M | 10% | Mar 2024 |
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| LPL Financial | 599k | $15M | 14% | Mar 2024 |
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| SRS Capital Advisors | 576k | $15M | 4% | Dec 2023 |
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| Index Fund Advisors | 536k | $14M | 143% | Mar 2024 |
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| Summit Financial Strategies | 518k | $13M | 100% | Mar 2024 |
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| Integris Wealth Management | 513k | $13M | 4% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 499k | $13M | 100% | Mar 2024 |
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| WPWealth | 497k | $13M | 14% | Mar 2024 |
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| Mosaic Family Wealth Partners | 482k | $13M | -1% | Dec 2023 |
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| Planning Center | 480k | $12M | 3% | Mar 2024 |
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| Creative Capital Management Investments | 478k | $12M | 13% | Mar 2024 |
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| Great Waters Wealth Management | 436k | $11M | 10% | Mar 2024 |
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| Syverson Strege & Co | 423k | $11M | 17% | Mar 2024 |
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| Private Wealth Management Group | 407k | $10M | 9% | Mar 2024 |
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| Resources Investment Advisors | 349k | $8.9M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 325k | $8.3M | 4% | Mar 2024 |
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| Jentner | 312k | $8.0M | 3% | Mar 2024 |
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| Total Wealth Planning | 312k | $8.0M | 23% | Mar 2024 |
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| Sprinkle Financial Consultants | 293k | $7.5M | 26% | Mar 2024 |
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| New Capital Management | 290k | $7.4M | -21% | Mar 2024 |
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| Apella Capital | 285k | $7.2M | -21% | Mar 2024 |
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| Geometric Wealth Advisors | 267k | $6.8M | 112% | Mar 2024 |
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| Envestnet Asset Management | 265k | $6.8M | 56% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 256k | $6.5M | 9% | Mar 2024 |
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| Rather & Kittrell | 253k | $6.5M | 114% | Mar 2024 |
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| Peirce Capital Management | 247k | $6.4M | 100% | Dec 2023 |
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| Pathstone Holdings | 243k | $6.2M | 4% | Mar 2024 |
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| Advisory Services & Investments | 224k | $5.7M | 4% | Mar 2024 |
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| Evanson Asset Management | 206k | $5.3M | 28% | Mar 2024 |
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| Corrigan Financial | 205k | $5.2M | 85% | Mar 2024 |
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| Level Financial Advisors | 196k | $5.0M | 73% | Mar 2024 |
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| Fundamentun | 192k | $4.9M | 100% | Mar 2024 |
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| American Investment Services | 176k | $4.5M | 18% | Mar 2024 |
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| Lam Group | 168k | $4.3M | 290% | Mar 2024 |
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| Jane Street | 167k | $4.3M | -73% | Mar 2024 |
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| Vestmark Advisory Solutions | 162k | $4.1M | 24% | Mar 2024 |
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| AdvisorNet Financial | 160k | $4.1M | 56% | Mar 2024 |
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| Tilson Financial Group | 158k | $4.0M | 23% | Mar 2024 |
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| SJS Investment Consulting | 153k | $3.9M | 109% | Mar 2024 |
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| Shotwell Rutter Baer | 153k | $3.9M | 1% | Mar 2024 |
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| Rappaport Reiches Capital Management | 150k | $3.8M | 12% | Mar 2024 |
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| Wealth Architects | 143k | $3.6M | 22% | Mar 2024 |
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| RFG Advisory | 140k | $3.6M | 6% | Mar 2024 |
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| Great Oak Capital Partners | 135k | $3.4M | -31% | Mar 2024 |
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| Waypoint Capital Advisors | 134k | $3.4M | -5% | Mar 2024 |
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| North Ridge Wealth Advisors | 127k | $3.2M | 12% | Mar 2024 |
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| Sterling Financial Planning | 116k | $3.0M | 33% | Mar 2024 |
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| Beacon Pointe Advisors | 115k | $3.0M | 5% | Dec 2023 |
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| Waypoint Wealth Partners | 108k | $2.7M | 8% | Mar 2024 |
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| Jpmorgan Chase & Co | 105k | $2.7M | 94% | Mar 2024 |
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| Chicago Partners Investment | 104k | $2.5M | 0% | Mar 2024 |
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| Vawter Financial | 103k | $2.6M | 280% | Mar 2024 |
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| Goss Wealth Management | 87k | $2.2M | 333% | Mar 2024 |
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| Krilogy Financial | 85k | $2.2M | 4% | Mar 2024 |
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| Cooper/haims Advisors | 83k | $2.1M | 100% | Mar 2024 |
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| Cherry Tree Wealth Management | 81k | $2.1M | 12% | Mar 2024 |
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| Retirement Guys Formula | 79k | $2.0M | 1% | Mar 2024 |
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| SOL Capital Management | 78k | $2.0M | -1% | Mar 2024 |
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| Captrust Financial Advisors | 77k | $2.0M | 100% | Mar 2024 |
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| Hill Investment Group Partners | 69k | $1.8M | -5% | Dec 2023 |
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| Meritas Wealth Management | 65k | $1.6M | -1% | Mar 2024 |
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| D.A. Davidson & Co. | 62k | $1.6M | 37% | Mar 2024 |
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| Sage Rhino Capital | 58k | $1.5M | 6% | Mar 2024 |
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| Client 1st Advisory Group | 53k | $1.3M | 67% | Mar 2024 |
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| Advisor Group Holdings | 52k | $1.3M | 49% | Mar 2024 |
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| KM Capital Management | 51k | $1.3M | 222% | Mar 2024 |
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| Cypress Point Wealth Management | 50k | $1.3M | 159% | Mar 2024 |
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| Quarry Hill Advisors | 48k | $1.2M | 0% | Mar 2024 |
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| Market Street Wealth Management Advisors | 45k | $1.1M | 15% | Mar 2024 |
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| Forum Private Client Group | 44k | $1.1M | 9% | Mar 2024 |
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| Betterment | 44k | $1.1M | 60% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 42k | $1.0M | 37% | Mar 2024 |
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| Sterling Wealth Management | 41k | $1.1M | 68% | Mar 2024 |
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| McNamara Financial Services | 39k | $1.0M | 16% | Mar 2024 |
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| Creative Planning | 39k | $997k | 4% | Mar 2024 |
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| SC&H Financial Advisors | 37k | $933k | 4% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 33k | $849k | 3% | Mar 2024 |
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| Abel Hall | 32k | $828k | 8% | Mar 2024 |
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| Stifel Financial | 31k | $793k | 44% | Mar 2024 |
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| Northwest Wealth Management | 30k | $769k | 102% | Mar 2024 |
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| W.H. Cornerstone Investments | 30k | $759k | 68% | Mar 2024 |
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| Trust Co of the South | 30k | $756k | 51% | Mar 2024 |
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| Modera Wealth Management | 29k | $739k | -4% | Mar 2024 |
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| Ruedi Wealth Management | 28k | $725k | 141% | Mar 2024 |
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| Wealthsource Partners | 28k | $735k | 22% | Dec 2023 |
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| Morris Financial Concepts | 28k | $717k | 153% | Mar 2024 |
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| Susquehanna International | 27k | $695k | -8% | Mar 2024 |
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| Equita Financial Network | 26k | $674k | 0% | Mar 2024 |
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| Core Wealth Management | 26k | $672k | 0% | Mar 2024 |
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| LJI Wealth Management | 23k | $585k | 100% | Mar 2024 |
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| True Wealth Design | 22k | $567k | 11% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 22k | $560k | 24% | Mar 2024 |
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| WorthPointe | 21k | $537k | 81% | Dec 2023 |
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| Mattern Wealth Management | 20k | $527k | 5% | Dec 2023 |
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| Branch Banking & Trust Company | 20k | $512k | -2% | Mar 2024 |
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| Visionary Horizons | 20k | $480k | 22% | Mar 2024 |
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| Abacus Wealth Partners | 19k | $480k | -16% | Mar 2024 |
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| Orion Portfolio Solutions | 19k | $476k | 13% | Mar 2024 |
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| D. E. Shaw & Co | 18k | $460k | 100% | Mar 2024 |
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| Vista Wealth Management Group | 18k | $459k | -31% | Mar 2024 |
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| Buckingham Strategic Partners | 18k | $454k | -95% | Mar 2024 |
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| Collective Family Office | 17k | $428k | -1% | Mar 2024 |
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| Ronald Blue Trust | 16k | $402k | 118% | Mar 2024 |
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| Granite Harbor Advisors | 15k | $391k | 0% | Mar 2024 |
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| Wealthstream Advisors | 15k | $376k | 51% | Mar 2024 |
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| First Pacific Financial | 15k | $375k | 369% | Mar 2024 |
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| Seaside Wealth Management | 14k | $357k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 14k | $354k | 0% | Mar 2024 |
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| Bay Harbor Wealth Management | 14k | $345k | 19% | Mar 2024 |
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| Jackson Thornton Asset Management | 13k | $343k | 22% | Mar 2024 |
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| Delap Wealth Advisory | 13k | $349k | 100% | Dec 2023 |
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| Investmark Advisory Group | 13k | $331k | 100% | Mar 2024 |
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| Firethorn Wealth Partners | 13k | $323k | 100% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 13k | $314k | 19% | Mar 2024 |
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| Rockwood Wealth Management | 12k | $314k | 100% | Mar 2024 |
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| Hanson McClain Advisors | 12k | $311k | 76% | Mar 2024 |
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| Smartleaf Asset Management | 11k | $296k | 17% | Mar 2024 |
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| Farther Finance Advisors | 11k | $273k | -2% | Mar 2024 |
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| Five Oceans Advisors | 10k | $266k | 5% | Mar 2024 |
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| Capital Performance Advisors | 10k | $265k | 0% | Mar 2024 |
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| Morgan Stanley | 10k | $258k | 100% | Mar 2024 |
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| Shearwater Capital | 10k | $257k | 13% | Mar 2024 |
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| Nwam | 10k | $245k | -22% | Mar 2024 |
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| Trexquant Investment | 9.7k | $251k | 100% | Dec 2023 |
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| Rehmann Capital Advisory | 9.3k | $238k | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 9.0k | $229k | 100% | Mar 2024 |
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| Leading Edge Financial Planning | 8.4k | $214k | 100% | Mar 2024 |
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| Physician Wealth Solutions | 8.1k | $208k | 3% | Mar 2024 |
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| Warwick Investment Management | 8.1k | $210k | 100% | Dec 2023 |
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| Qube Research & Technologies | 8.0k | $205k | 100% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 6.2k | $159k | 0% | Mar 2024 |
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| Larson Financial Group | 5.5k | $141k | -42% | Mar 2024 |
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| Red Lighthouse Investment Management | 2.4k | $61k | 0% | Mar 2024 |
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| Royal Bank of Canada | 2.1k | $52k | 0% | Mar 2024 |
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| Aspire Private Capital | 1.6k | $41k | 64% | Mar 2024 |
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| Aspire Wealth Management Corp | 1.3k | $32k | 8% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 788.00 | $20k | 0% | Mar 2024 |
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| Brian McDonald | 130.00 | $3.3k | 100% | Mar 2024 |
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| Aptus Capital Advisors | 47.00 | $1.2k | 100% | Mar 2024 |
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| Beaird Harris Wealth Management | 2.00 | $62.000000 | 100% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| BetterWealth | Dec 2023 | 171k | $4.5M |
| Flow Traders US | Dec 2023 | 112k | $2.9M |
| Citadel Advisors | Dec 2023 | 28k | $735k |
| Cravens & Co Advisors | Sep 2023 | 20k | $447k |
| Frank. Day | Dec 2023 | 12k | $323k |
| Bank of America Corporation | Dec 2023 | 974.00 | $25k |
| CWM | Dec 2023 | 211.00 | $5.0k |
| Advisory Services Network | Dec 2023 | 103.00 | $2.7k |