Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFIV
- CUSIP Number: 25434v807
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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 |
---|---|---|---|---|---|
Buckingham Asset Management | 11M | $379M | -4% | Dec 2023 |
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Mercer Global Advisors | 10M | $359M | 12% | Dec 2023 |
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Savant Capital Management | 6.1M | $208M | 8% | Dec 2023 |
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Pnc Financial Services | 4.7M | $163M | 57662% | Dec 2023 |
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Jane Street | 4.0M | $139M | -51% | Dec 2023 |
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Modera Wealth Management | 2.7M | $93M | 0% | Dec 2023 |
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Creative Planning | 2.7M | $91M | -2% | Dec 2023 |
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Plan | 2.6M | $90M | 1% | Dec 2023 |
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Resource Consulting Group | 2.3M | $80M | 2% | Dec 2023 |
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CI Private Wealth | 2.2M | $76M | 2% | Dec 2023 |
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Buckingham Strategic Partners | 2.2M | $75M | -40% | Dec 2023 |
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Wealth Enhancement Advisory Services | 2.0M | $75M | -2% | Mar 2024 |
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HPM Partners | 1.9M | $66M | 2% | Dec 2023 |
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Foster Group | 1.9M | $71M | 0% | Mar 2024 |
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Team Hewins | 1.8M | $60M | 2% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.7M | $60M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 1.6M | $61M | -20% | Mar 2024 |
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Rsm Us Wealth Management | 1.6M | $56M | 0% | Dec 2023 |
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EP Wealth Advisors | 1.5M | $51M | 9% | Dec 2023 |
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Jackson Thornton Asset Management | 1.5M | $51M | -8% | Dec 2023 |
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Dixon Fnancial Services | 1.4M | $52M | 0% | Mar 2024 |
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Paragon Wealth Strategies | 1.3M | $43M | 100% | Dec 2023 |
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TCI Wealth Advisors | 1.2M | $40M | 3% | Dec 2023 |
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Evanson Asset Management | 1.2M | $43M | 3% | Mar 2024 |
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Apella Capital | 1.1M | $41M | 6% | Mar 2024 |
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Falcon Wealth Planning | 1.1M | $41M | 171% | Mar 2024 |
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Beaird Harris Wealth Management | 1.1M | $38M | 3% | Dec 2023 |
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Confluence Wealth Services | 1.1M | $40M | 12% | Mar 2024 |
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UBS Group | 1.0M | $35M | 1% | Dec 2023 |
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True Link Financial Advisors | 1.0M | $37M | -12% | Mar 2024 |
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Relative Value Partners | 998k | $34M | 14% | Dec 2023 |
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Ml & R Wealth Management | 894k | $31M | 5% | Dec 2023 |
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Planning Center | 870k | $32M | 0% | Mar 2024 |
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BKD Wealth Advisors | 851k | $31M | 0% | Mar 2024 |
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Mbb Public Markets I | 823k | $28M | -23% | Dec 2023 |
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Alan Leist III | 777k | $27M | 3% | Dec 2023 |
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First Command Advisory Services | 764k | $26M | 18% | Dec 2023 |
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Kuehl Shepherd Kozlowski & Associates | 744k | $25M | 1% | Dec 2023 |
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Schoolcraft Capital | 720k | $27M | 1% | Mar 2024 |
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Hill Investment Group Partners | 720k | $25M | -2% | Dec 2023 |
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Keb Asset Management | 699k | $26M | 2% | Mar 2024 |
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HighTower Advisors | 669k | $23M | 3% | Dec 2023 |
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Beacon Pointe Advisors | 665k | $23M | 8% | Dec 2023 |
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Total Wealth Planning | 651k | $24M | 5% | Mar 2024 |
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McGlone Suttner Wealth Management | 639k | $24M | 14% | Mar 2024 |
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Royal Bank of Canada | 637k | $22M | 4% | Dec 2023 |
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Wealth Architects | 596k | $21M | 3% | Dec 2023 |
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Trinity Financial Advisors | 590k | $22M | 4% | Mar 2024 |
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Efficient Frontier Advisors | 567k | $21M | 3% | Mar 2024 |
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Sequoia Financial Advisors | 560k | $19M | 3% | Dec 2023 |
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Capital Performance Advisors | 558k | $21M | 0% | Mar 2024 |
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Bank of America Corporation | 509k | $18M | 7% | Dec 2023 |
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Bayshore Asset Management | 508k | $18M | 0% | Dec 2023 |
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Citadel Advisors | 464k | $16M | 455% | Dec 2023 |
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N.E.W. Advisory Services | 455k | $17M | 3% | Mar 2024 |
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Forum Financial Management | 455k | $16M | -3% | Dec 2023 |
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Market Street Wealth Management Advisors | 444k | $16M | -2% | Mar 2024 |
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PBMares Wealth Management | 433k | $15M | 6% | Dec 2023 |
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Jpmorgan Chase & Co | 423k | $15M | 5% | Dec 2023 |
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McLean Asset Management Corp | 418k | $16M | -1% | Mar 2024 |
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Bank Of Montreal | 416k | $14M | 3747% | Dec 2023 |
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Acropolis Investment Management | 401k | $15M | 4% | Mar 2024 |
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Bridgeworth | 390k | $13M | 0% | Dec 2023 |
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Pathstone Holdings | 387k | $13M | 100% | Dec 2023 |
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KM Capital Management | 374k | $13M | 3% | Dec 2023 |
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Disciplined Equity Management | 367k | $13M | 5% | Dec 2023 |
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Captrust Financial Advisors | 361k | $12M | 1% | Dec 2023 |
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Shearwater Capital | 358k | $13M | 0% | Mar 2024 |
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Peirce Capital Management | 355k | $12M | 100% | Dec 2023 |
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Dopkins Wealth Management | 349k | $12M | -11% | Dec 2023 |
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Commonwealth Equity Services | 347k | $12M | 1% | Dec 2023 |
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Rather & Kittrell | 342k | $13M | -3% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 335k | $12M | 1% | Mar 2024 |
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Wells Fargo & Company | 334k | $12M | 96% | Dec 2023 |
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Kraft Asset Management | 331k | $11M | 1% | Dec 2023 |
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Fortress Wealth Management | 321k | $12M | 4% | Mar 2024 |
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Rockefeller Capital Management | 309k | $11M | -13% | Dec 2023 |
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Apeiron RIA | 296k | $11M | 2% | Mar 2024 |
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Symmetry Partner | 276k | $9.5M | -4% | Dec 2023 |
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DiNuzzo Private Wealth | 275k | $9.5M | 100% | Dec 2023 |
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Fischer Investment Strategies | 274k | $9.4M | 230% | Dec 2023 |
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Lauterbach Financial Advisors | 274k | $9.4M | 0% | Dec 2023 |
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Meritas Wealth Management | 270k | $9.9M | 10% | Mar 2024 |
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Cardiff Park Advisors | 266k | $9.1M | 0% | Dec 2023 |
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Yeomans Consulting Group | 262k | $9.0M | 100% | Dec 2023 |
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Ruedi Wealth Management | 258k | $8.9M | 7% | Dec 2023 |
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Kestra Advisory Services | 257k | $8.8M | 6% | Dec 2023 |
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Raymond James & Associates | 254k | $9.3M | 8% | Mar 2024 |
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Root Financial Partners | 253k | $9.3M | 22% | Mar 2024 |
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Baker Boyer National Bank | 242k | $8.9M | -2% | Mar 2024 |
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Cowa | 238k | $8.2M | 12% | Dec 2023 |
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ShankerValleau Wealth Advisors | 237k | $8.7M | 1% | Mar 2024 |
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Tillman Hartley | 237k | $8.1M | 0% | Dec 2023 |
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Stifel Financial | 230k | $7.9M | 0% | Dec 2023 |
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Aspiriant | 228k | $8.4M | -5% | Mar 2024 |
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Financial Connections Group | 227k | $7.8M | 0% | Dec 2023 |
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Sterling Financial Planning | 227k | $7.8M | 16% | Dec 2023 |
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Pallas Capital Advisors | 213k | $7.8M | 8% | Mar 2024 |
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Disciplined Investments | 208k | $7.6M | 7% | Mar 2024 |
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Sax Wealth Advisors | 206k | $7.1M | 11% | Dec 2023 |
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Monograph Wealth Advisors | 206k | $7.1M | 5% | Dec 2023 |
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VeraBank | 204k | $7.0M | 5% | Dec 2023 |
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Quent Capital | 204k | $7.0M | 5% | Dec 2023 |
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Andrews, Lucia Wealth Management | 203k | $7.0M | 4% | Dec 2023 |
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WNY Asset Management | 200k | $6.9M | 2% | Dec 2023 |
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Austin Asset Management | 198k | $7.3M | 1% | Mar 2024 |
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RWM Asset Management | 195k | $7.2M | -12% | Mar 2024 |
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Cedar Point Capital Partners | 194k | $6.7M | 100% | Dec 2023 |
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Altiora Financial Group | 190k | $7.0M | 1658% | Mar 2024 |
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Branch Banking & Trust Company | 184k | $6.3M | 212% | Dec 2023 |
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Perritt Capital Management | 184k | $6.3M | 3% | Dec 2023 |
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Financial Futures Ltd Liability | 182k | $6.2M | 15% | Dec 2023 |
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Elevate Wealth Advisory | 177k | $6.1M | 100% | Dec 2023 |
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FinDec Wealth Services | 175k | $6.0M | 2% | Dec 2023 |
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Monticello Wealth Management | 175k | $6.4M | -10% | Mar 2024 |
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Cambridge Investment Research Advisors | 159k | $5.8M | 28% | Mar 2024 |
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Northwest Wealth Management | 158k | $5.4M | 12% | Dec 2023 |
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Oceanside Advisors | 154k | $5.7M | 3% | Mar 2024 |
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Fonville Wealth Management | 153k | $5.6M | 16% | Mar 2024 |
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M Financial Asset Management | 152k | $5.2M | 0% | Dec 2023 |
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Larson Financial Group | 150k | $5.2M | -1% | Dec 2023 |
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Phillips Financial Management | 149k | $5.5M | 0% | Mar 2024 |
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M^T Bank Corporation | 147k | $5.1M | -7% | Dec 2023 |
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Werba Rubin Papier Wealth Management | 142k | $4.9M | -1% | Dec 2023 |
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Aveo Capital Partners | 141k | $4.8M | 7% | Dec 2023 |
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Hanson McClain Advisors | 141k | $5.2M | 6% | Mar 2024 |
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AE Wealth Management | 136k | $4.6M | 22% | Dec 2023 |
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G2 Capital Management, Llc / Oh | 135k | $4.6M | 1% | Dec 2023 |
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Lane & Associates | 133k | $4.9M | 13% | Mar 2024 |
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Advisory Alpha | 132k | $4.5M | 4% | Dec 2023 |
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Cordant | 132k | $4.8M | 6% | Mar 2024 |
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Maryland Capital Advisors | 130k | $4.8M | 4% | Mar 2024 |
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Shotwell Rutter Baer | 129k | $4.8M | 0% | Mar 2024 |
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Laurel Wealth Planning | 128k | $4.7M | 3% | Mar 2024 |
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Visionary Wealth Advisors | 125k | $4.3M | 0% | Dec 2023 |
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Whittier Trust | 121k | $4.2M | 0% | Dec 2023 |
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Mariner Wealth Advisors | 120k | $4.1M | 3% | Dec 2023 |
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Stone Point Wealth | 117k | $4.0M | 10% | Dec 2023 |
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Mraz, Amerine & Associates | 117k | $4.0M | 11% | Dec 2023 |
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Envestnet Portfolio Solutions | 116k | $4.0M | 100% | Dec 2023 |
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Compass Financial | 109k | $3.7M | 0% | Dec 2023 |
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Watershed Private Wealth | 108k | $3.7M | -12% | Dec 2023 |
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Spire Wealth Management | 108k | $4.0M | 3% | Mar 2024 |
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EverSource Wealth Advisors | 106k | $3.6M | 1% | Dec 2023 |
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Rf&l Wealth Management | 104k | $3.6M | 1% | Dec 2023 |
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Lam Group | 98k | $3.6M | 0% | Mar 2024 |
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Glass Jacobson Investment Advisors | 98k | $3.6M | -2% | Mar 2024 |
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Advisor Group Holdings | 98k | $3.4M | -52% | Dec 2023 |
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Private Advisor | 97k | $3.3M | 16% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 96k | $3.5M | 3% | Mar 2024 |
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Armbruster Capital Management | 94k | $3.2M | -4% | Dec 2023 |
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Delap Wealth Advisory | 85k | $2.9M | -56% | Dec 2023 |
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Carlson Capital Management | 85k | $3.1M | -88% | Mar 2024 |
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Flow Traders US | 85k | $2.9M | -49% | Dec 2023 |
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Fund Evaluation Group | 75k | $2.6M | -35% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Invst | Sep 2023 | 764k | $25M |