Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAR
- CUSIP Number: 25434v823
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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 |
|---|---|---|---|---|---|
| Elwood & Goetz Wealth Advisory Group | 1.7M | $39M | 5% | Mar 2024 |
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| Beaird Harris Wealth Management | 1.7M | $39M | 3% | Dec 2023 |
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| HighTower Advisors | 1.6M | $37M | 35% | Dec 2023 |
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| Bridgeworth | 1.3M | $30M | 2% | Dec 2023 |
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| RAM Investment Partners | 1.1M | $25M | -6% | Dec 2023 |
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| Rather & Kittrell | 818k | $18M | 0% | Mar 2024 |
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| Brown Financial Advisory | 647k | $15M | -4% | Mar 2024 |
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| BKD Wealth Advisors | 592k | $13M | 1% | Mar 2024 |
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| AE Wealth Management | 549k | $12M | 33% | Dec 2023 |
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| Great Oak Capital Partners | 517k | $12M | 43% | Mar 2024 |
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| Bridgewater Advisors | 511k | $12M | 28% | Dec 2023 |
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| Forum Financial Management | 416k | $9.4M | -9% | Dec 2023 |
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| Root Financial Partners | 412k | $9.2M | 21% | Mar 2024 |
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| Core Wealth Management | 402k | $9.0M | 9% | Mar 2024 |
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| Phillips Financial Management | 396k | $8.9M | 10% | Mar 2024 |
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| Fidato Wealth | 371k | $8.3M | 2% | Mar 2024 |
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| Crestmont Private Wealth | 367k | $8.2M | -6% | Mar 2024 |
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| Retirement Solution | 343k | $7.8M | 4% | Dec 2023 |
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| Asset Planning Corporation | 337k | $7.7M | 12% | Dec 2023 |
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| Commonwealth Equity Services | 331k | $7.5M | 16% | Dec 2023 |
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| Savant Capital Management | 297k | $6.7M | -27% | Dec 2023 |
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| Mercer Global Advisors | 295k | $6.7M | 149% | Dec 2023 |
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| Beacon Pointe Advisors | 290k | $6.6M | 19% | Dec 2023 |
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| FirstPurpose Wealth | 290k | $6.2M | 8% | Mar 2024 |
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| Austin Wealth Management | 275k | $6.0M | -18% | Dec 2023 |
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| Helen Stephens Group | 265k | $5.9M | 52% | Mar 2024 |
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| Onyx Financial Advisors | 256k | $5.7M | 31% | Mar 2024 |
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| Wealth Dimensions Group | 244k | $5.5M | 45% | Dec 2023 |
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| Sequoia Financial Advisors | 241k | $5.5M | 14% | Dec 2023 |
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| Dynamic Advisors Solutions | 209k | $4.7M | 10% | Mar 2024 |
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| Rockwood Wealth Management | 208k | $4.6M | 3% | Mar 2024 |
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| Carlson Capital Management | 197k | $4.4M | -15% | Mar 2024 |
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| Resource Consulting Group | 193k | $4.4M | 30% | Dec 2023 |
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| Ruedi Wealth Management | 178k | $4.0M | 20% | Dec 2023 |
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| Sax Wealth Advisors | 175k | $4.0M | 114% | Dec 2023 |
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| Oceanside Advisors | 173k | $3.9M | 3% | Mar 2024 |
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| Vista Wealth Management Group | 169k | $3.9M | -9% | Dec 2023 |
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| Gradient Capital Advisors | 166k | $3.7M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 156k | $3.5M | 5% | Mar 2024 |
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| Evanson Asset Management | 156k | $3.5M | 19% | Mar 2024 |
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| Mariner Wealth Advisors | 150k | $3.4M | 34% | Dec 2023 |
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| Chicago Partners Investment | 144k | $3.0M | 17% | Mar 2024 |
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| Satovsky Asset Management | 141k | $3.1M | 6% | Mar 2024 |
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| Buckingham Asset Management | 133k | $3.0M | 86% | Dec 2023 |
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| Pathstone Holdings | 131k | $3.0M | 100% | Dec 2023 |
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| PBMares Wealth Management | 131k | $3.0M | 44% | Dec 2023 |
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| Straight Path Wealth Management | 127k | $2.9M | 19% | Dec 2023 |
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| DecisionPoint Financial | 125k | $2.8M | 3% | Dec 2023 |
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| Grand Wealth Management | 116k | $2.6M | -2% | Dec 2023 |
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| Maryland Capital Advisors | 116k | $2.6M | 6% | Mar 2024 |
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| Integrity Wealth Solutions | 102k | $2.3M | 3% | Mar 2024 |
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| Betterment | 100k | $2.3M | 38% | Dec 2023 |
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| White Wing Wealth Management | 97k | $2.1M | -7% | Mar 2024 |
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| Jentner | 96k | $2.2M | -51% | Dec 2023 |
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| RFG Advisory | 95k | $2.1M | -2% | Mar 2024 |
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| Apollon Wealth Management | 94k | $2.1M | -3% | Dec 2023 |
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| Monument Group Wealth Advisors | 94k | $2.1M | 100% | Dec 2023 |
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| CI Private Wealth | 93k | $2.1M | -2% | Dec 2023 |
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| Disciplined Investments | 93k | $2.1M | 5% | Mar 2024 |
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| CarsonAllaria Wealth Management | 89k | $2.0M | 18% | Dec 2023 |
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| Resource Planning Group | 88k | $2.5M | 100% | Dec 2023 |
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| Summit Wealth Group | 88k | $2.0M | 9% | Dec 2023 |
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| Signature Resources Capital Management | 85k | $1.9M | -4% | Mar 2024 |
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| SageView Advisory Group | 80k | $1.8M | 1% | Dec 2023 |
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| WPWealth | 77k | $1.7M | -35% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 76k | $1.7M | 12% | Mar 2024 |
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| Tillman Hartley | 74k | $1.7M | 7% | Dec 2023 |
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| RCS Financial Planning | 68k | $1.5M | -17% | Mar 2024 |
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| Applied Capital | 66k | $1.5M | 10% | Mar 2024 |
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| Arista Wealth Management | 65k | $1.5M | -82% | Mar 2024 |
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| Builder Investment Group | 62k | $1.4M | 18% | Dec 2023 |
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| Garrett Investment Advisors | 62k | $1.4M | 2% | Mar 2024 |
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| Forum Private Client Group | 61k | $1.4M | 100% | Dec 2023 |
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| Sowell Financial Services | 61k | $1.4M | 4% | Dec 2023 |
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| Jane Street | 61k | $1.4M | 100% | Dec 2023 |
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| American Investment Services | 60k | $1.4M | 24% | Dec 2023 |
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| JMG Financial Group | 59k | $1.3M | 308% | Dec 2023 |
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| PFG Advisors | 58k | $1.3M | 13% | Dec 2023 |
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| Total Clarity Wealth Management | 55k | $1.2M | 3% | Mar 2024 |
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| DiNuzzo Private Wealth | 55k | $1.3M | 100% | Dec 2023 |
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| BCU Wealth Advisors | 54k | $1.2M | 100% | Dec 2023 |
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| Ml & R Wealth Management | 51k | $1.2M | 100% | Dec 2023 |
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| Hutchinson Capital Management | 51k | $1.2M | -7% | Dec 2023 |
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| Sterling Financial Planning | 51k | $1.1M | 32% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 50k | $1.1M | 7% | Mar 2024 |
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| Arcadia Wealth Management | 48k | $1.1M | 100% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 44k | $999k | 17% | Dec 2023 |
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| Kestra Advisory Services | 42k | $954k | -8% | Dec 2023 |
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| Heritage Wealth Management | 41k | $926k | 100% | Dec 2023 |
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| SOL Capital Management | 41k | $907k | 6% | Mar 2024 |
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| Advisory Alpha | 39k | $886k | -8% | Dec 2023 |
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| Hemington Wealth Management | 39k | $877k | 100% | Dec 2023 |
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| Global Trust Asset Management | 37k | $828k | 7% | Mar 2024 |
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| Creative Planning | 34k | $774k | 100% | Dec 2023 |
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| DBK Financial Counsel | 31k | $702k | 129% | Mar 2024 |
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| Buckingham Strategic Partners | 31k | $711k | 100% | Dec 2023 |
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| Drive Wealth Management | 27k | $600k | -24% | Mar 2024 |
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| Advisor Group Holdings | 26k | $601k | -42% | Dec 2023 |
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| Diversified Portfolios | 26k | $600k | 100% | Dec 2023 |
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| CPA Asset Management | 26k | $587k | 16% | Dec 2023 |
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| Sprinkle Financial Consultants | 23k | $524k | 24% | Mar 2024 |
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| Austin Asset Management | 23k | $506k | 0% | Mar 2024 |
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| Five Oceans Advisors | 22k | $495k | 2% | Mar 2024 |
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| Fonville Wealth Management | 22k | $490k | -4% | Mar 2024 |
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| Walkner Condon Financial Advisors | 22k | $486k | 134% | Mar 2024 |
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| Firethorn Wealth Partners | 21k | $465k | -33% | Mar 2024 |
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| Apella Capital | 20k | $452k | 100% | Mar 2024 |
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| Melfa Wealth Management | 20k | $448k | 100% | Mar 2024 |
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| Flagstone Financial Management | 19k | $438k | 100% | Dec 2023 |
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| Heritage Wealth Management, Inc./Texas | 19k | $428k | -4% | Mar 2024 |
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| Northwest Wealth Management | 19k | $435k | 2% | Dec 2023 |
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| Annapolis Financial Services | 18k | $408k | -88% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 17k | $390k | 7% | Mar 2024 |
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| Dodds Wealth | 17k | $393k | 100% | Dec 2023 |
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| Bridge Advisory | 17k | $376k | -2% | Mar 2024 |
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| Lodestone Wealth Management | 16k | $470k | 100% | Dec 2023 |
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| SC&H Financial Advisors | 16k | $360k | -49% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 15k | $341k | 8% | Dec 2023 |
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| Nalls Sherbakoff Group | 15k | $337k | 100% | Dec 2023 |
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| Hutchens & Kramer Investment Management Group | 14k | $316k | -16% | Dec 2023 |
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| Mission Wealth Management | 13k | $298k | 100% | Dec 2023 |
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| TAGStone Capital | 13k | $292k | 100% | Dec 2023 |
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| Modera Wealth Management | 12k | $279k | 0% | Dec 2023 |
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| Simplicity Wealth | 12k | $267k | 100% | Mar 2024 |
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| TCI Wealth Advisors | 12k | $267k | 100% | Dec 2023 |
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| Morton Capital Management | 12k | $259k | -34% | Mar 2024 |
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| Sawtooth Asset Management | 12k | $262k | 100% | Dec 2023 |
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| Elevate Wealth Advisory | 12k | $261k | 100% | Dec 2023 |
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| Tortoise Investment Management | 11k | $258k | 17% | Dec 2023 |
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| Private Advisor | 11k | $246k | 100% | Dec 2023 |
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| Brookstone Capital Management | 11k | $242k | 0% | Mar 2024 |
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| UMA Financial Services | 10k | $211k | 100% | Mar 2024 |
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| Yoder Wealth Management | 10k | $227k | -18% | Mar 2024 |
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| Cardiff Park Advisors | 9.8k | $223k | 0% | Dec 2023 |
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| Townsquare Capital | 9.4k | $214k | 100% | Dec 2023 |
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| Royal Bank of Canada | 7.7k | $174k | -65% | Dec 2023 |
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| Umb Bank N A | 6.9k | $153k | 0% | Mar 2024 |
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| Spire Wealth Management | 6.5k | $144k | 4% | Mar 2024 |
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| McClarren Financial Advisors | 5.6k | $127k | 1% | Dec 2023 |
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| Frazier Financial Advisors | 5.4k | $124k | 100% | Dec 2023 |
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| Farther Finance Advisors | 4.8k | $110k | 359% | Dec 2023 |
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| Blume Capital Management | 4.6k | $104k | 0% | Dec 2023 |
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| Cherry Tree Wealth Management | 4.6k | $104k | 100% | Dec 2023 |
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| McIlrath & Eck | 4.2k | $96k | 1860% | Dec 2023 |
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| Ronald Blue Trust | 3.6k | $71k | 324% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.2k | $73k | -23% | Dec 2023 |
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| Hanson McClain Advisors | 2.5k | $56k | 4% | Mar 2024 |
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| Bogart Wealth | 1.7k | $38k | 100% | Mar 2024 |
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| AdvisorNet Financial | 1.5k | $34k | -17% | Mar 2024 |
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| Able Wealth Management | 1.5k | $34k | 100% | Dec 2023 |
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| Sandy Spring Bank | 1.3k | $30k | 100% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Waypoint Capital Advisors | Sep 2023 | 22k | $432k |
| Goldman Sachs Group | Sep 2023 | 20k | $380k |
| Cravens & Co Advisors | Sep 2023 | 19k | $363k |
| Greenspring Advisors | Dec 2023 | 14k | $316k |
| Citadel Advisors | Sep 2023 | 14k | $268k |
| Spinnaker Investment Group | Dec 2023 | 9.0k | $205k |