Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSD
- CUSIP Number: 25434v864
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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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management | 2.0M | $96M | 17% | Dec 2023 |
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| DiNuzzo Private Wealth | 2.0M | $94M | 100% | Dec 2023 |
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| Market Street Wealth Management Advisors | 1.0M | $48M | 10% | Mar 2024 |
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| Buckingham Asset Management | 935k | $44M | 454% | Dec 2023 |
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| Assetmark | 838k | $39M | -2% | Dec 2023 |
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| Apella Capital | 805k | $38M | 8% | Mar 2024 |
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| Great Waters Wealth Management | 800k | $38M | 24% | Mar 2024 |
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| Commonwealth Equity Services | 756k | $36M | 35% | Dec 2023 |
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| Savant Capital Management | 633k | $30M | 57% | Dec 2023 |
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| Phillips Financial Management | 624k | $29M | 23% | Mar 2024 |
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| HighTower Advisors | 603k | $28M | 2987% | Dec 2023 |
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| Buckingham Strategic Partners | 553k | $26M | 118% | Dec 2023 |
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| Rather & Kittrell | 551k | $26M | 30% | Mar 2024 |
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| Burney Co/ | 501k | $24M | -17% | Dec 2023 |
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| RAM Investment Partners | 486k | $23M | 24% | Dec 2023 |
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| Mattern Wealth Management | 485k | $23M | -17% | Dec 2023 |
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| Jane Street | 440k | $21M | 90% | Dec 2023 |
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| Grunden Financial Advisory | 431k | $20M | 100% | Dec 2023 |
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| Warren Averett Asset Management | 413k | $19M | -21% | Dec 2023 |
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| RFG Advisory | 413k | $19M | 5% | Mar 2024 |
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| Rockwood Wealth Management | 338k | $16M | 14% | Mar 2024 |
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| Bank of America Corporation | 295k | $14M | 62% | Dec 2023 |
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| SJS Investment Consulting | 295k | $14M | 11% | Mar 2024 |
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| Onyx Financial Advisors | 282k | $13M | 15% | Mar 2024 |
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| Park Avenue Securities | 267k | $13M | 1% | Mar 2024 |
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| Root Financial Partners | 259k | $12M | 49% | Mar 2024 |
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| Great Oak Capital Partners | 246k | $12M | 42% | Mar 2024 |
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| RCS Financial Planning | 243k | $11M | 8% | Mar 2024 |
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| Sax Wealth Advisors | 237k | $11M | 73% | Dec 2023 |
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| Signature Resources Capital Management | 230k | $11M | -4% | Mar 2024 |
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| Vestmark Advisory Solutions | 225k | $11M | -48% | Dec 2023 |
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| WPWealth | 212k | $10M | 2307% | Dec 2023 |
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| Oceanside Advisors | 208k | $9.8M | -2% | Mar 2024 |
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| Dynamic Advisors Solutions | 188k | $8.9M | 7% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 179k | $8.4M | 12% | Dec 2023 |
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| AE Wealth Management | 176k | $8.3M | 148% | Dec 2023 |
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| Concord Wealth Partners | 153k | $7.2M | 100% | Dec 2023 |
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| Waypoint Capital Advisors | 145k | $6.8M | 31% | Dec 2023 |
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| Ruedi Wealth Management | 144k | $6.8M | 75% | Dec 2023 |
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| CI Private Wealth | 143k | $6.7M | 1157% | Dec 2023 |
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| Tillman Hartley | 143k | $6.7M | 5% | Dec 2023 |
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| Sequoia Financial Advisors | 138k | $6.5M | 9% | Dec 2023 |
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| BCU Wealth Advisors | 135k | $6.3M | 100% | Dec 2023 |
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| Peirce Capital Management | 133k | $6.3M | 100% | Dec 2023 |
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| FinDec Wealth Services | 125k | $5.9M | 3% | Dec 2023 |
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| Kooman & Associates | 125k | $5.9M | -5% | Dec 2023 |
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| SC&H Financial Advisors | 123k | $5.8M | 39% | Dec 2023 |
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| White Wing Wealth Management | 120k | $5.7M | 9% | Mar 2024 |
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| Tortoise Investment Management | 118k | $5.6M | -2% | Dec 2023 |
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| Graves-Light Private Wealth Management | 114k | $5.4M | 1% | Dec 2023 |
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| Heritage Investment Group | 110k | $5.2M | 5% | Dec 2023 |
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| Great Point Wealth Advisors | 110k | $5.2M | 16% | Dec 2023 |
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| Hanson McClain Advisors | 109k | $5.1M | -2% | Mar 2024 |
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| Pioneer Wealth Management Group | 109k | $5.1M | 100% | Mar 2024 |
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| Pure Financial Advisors | 105k | $4.9M | 1% | Mar 2024 |
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| Family Wealth Partners | 103k | $4.9M | 65% | Mar 2024 |
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| Awm Capital | 103k | $4.9M | 6% | Mar 2024 |
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| Chicago Partners Investment | 100k | $4.7M | 21% | Mar 2024 |
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| Bay Harbor Wealth Management | 99k | $4.6M | 15% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 96k | $4.5M | 14% | Mar 2024 |
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| FirstPurpose Wealth | 95k | $4.4M | 10% | Mar 2024 |
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| Gradient Capital Advisors | 92k | $4.3M | 21% | Mar 2024 |
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| Straight Path Wealth Management | 86k | $4.0M | 9% | Dec 2023 |
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| CPA Asset Management | 81k | $3.8M | 47% | Dec 2023 |
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| IFP Advisors | 81k | $3.8M | 155% | Dec 2023 |
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| Mercer Global Advisors | 80k | $3.8M | 25% | Dec 2023 |
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| Betterment | 78k | $3.6M | 24% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 69k | $3.3M | 5% | Mar 2024 |
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| Acorn Wealth Advisors | 67k | $3.1M | 15% | Mar 2024 |
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| Orion Portfolio Solutions | 61k | $2.9M | -26% | Dec 2023 |
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| SageView Advisory Group | 58k | $2.7M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 57k | $2.7M | -27% | Dec 2023 |
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| LifePro Asset Management | 55k | $2.6M | 100% | Mar 2024 |
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| Maryland Capital Advisors | 55k | $2.6M | 0% | Mar 2024 |
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| Royal Bank of Canada | 52k | $2.5M | 38% | Dec 2023 |
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| Hutchens & Kramer Investment Management Group | 52k | $2.5M | 20% | Dec 2023 |
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| Beacon Pointe Advisors | 51k | $2.4M | 45% | Dec 2023 |
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| Planning Center | 49k | $2.3M | 0% | Mar 2024 |
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| Private Advisor | 48k | $2.3M | 32% | Dec 2023 |
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| Envestnet Portfolio Solutions | 48k | $2.2M | 100% | Dec 2023 |
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| Shira Ridge Wealth Management | 47k | $2.2M | -6% | Mar 2024 |
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| Apollon Wealth Management | 46k | $2.1M | 8% | Dec 2023 |
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| Wealthsource Partners | 45k | $2.1M | 13% | Dec 2023 |
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| Advisor Group Holdings | 44k | $2.1M | 108% | Dec 2023 |
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| Cambridge Investment Research Advisors | 43k | $2.0M | 15% | Mar 2024 |
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| PFG Advisors | 41k | $1.9M | 16% | Dec 2023 |
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| Meredith Wealth Planning | 41k | $1.9M | 24% | Mar 2024 |
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| Lincoln National | 40k | $1.9M | 11% | Dec 2023 |
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| Arcadia Wealth Management | 39k | $1.8M | 31% | Dec 2023 |
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| Sutton Place Investors | 39k | $1.8M | 38% | Mar 2024 |
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| EverSource Wealth Advisors | 38k | $1.8M | 7% | Dec 2023 |
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| Disciplined Investments | 37k | $1.7M | 26% | Mar 2024 |
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| Parker Financial | 36k | $1.7M | 46% | Mar 2024 |
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| Steward Partners Investment Advisory | 35k | $1.7M | 14% | Dec 2023 |
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| Bridge Advisory | 35k | $1.7M | -13% | Mar 2024 |
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| Applied Capital | 34k | $1.6M | -5% | Mar 2024 |
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| Foster Group | 33k | $1.5M | 0% | Mar 2024 |
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| Pine Harbor Wealth Management | 29k | $1.4M | 100% | Dec 2023 |
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| Five Oceans Advisors | 29k | $1.4M | 0% | Mar 2024 |
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| TCP Asset Management | 28k | $1.3M | 9% | Mar 2024 |
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| Valley Forge Investment Consultants Inc Adv | 28k | $1.3M | 0% | Dec 2023 |
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| Farther Finance Advisors | 28k | $1.3M | 2% | Dec 2023 |
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| Pathstone Holdings | 27k | $1.3M | 100% | Dec 2023 |
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| Safeguard Investment Advisory Group | 27k | $1.3M | 0% | Dec 2023 |
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| Shore Point Advisors | 26k | $1.2M | 8% | Dec 2023 |
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| Annapolis Financial Services | 26k | $1.2M | -89% | Mar 2024 |
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| Morris Financial Concepts | 25k | $1.2M | 5% | Mar 2024 |
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| Quarry Hill Advisors | 24k | $1.1M | 3% | Mar 2024 |
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| Simplicity Wealth | 23k | $1.1M | 100% | Mar 2024 |
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| Elevate Wealth Advisory | 21k | $982k | 100% | Dec 2023 |
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| PBMares Wealth Management | 21k | $971k | 75% | Dec 2023 |
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| Narus Financial Partners | 20k | $930k | 185% | Mar 2024 |
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| Kestra Advisory Services | 18k | $867k | 85% | Dec 2023 |
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| American Investment Services | 18k | $847k | 97% | Dec 2023 |
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| Townsquare Capital | 18k | $826k | 18% | Dec 2023 |
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| Raymond James Financial Services Advisors | 17k | $805k | 56% | Mar 2024 |
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| Forthright Family Wealth Advisory | 15k | $694k | 100% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 15k | $686k | 77% | Mar 2024 |
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| Atria Wealth Solutions | 15k | $680k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 14k | $655k | 6% | Dec 2023 |
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| Firethorn Wealth Partners | 14k | $652k | -14% | Mar 2024 |
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| Nwam | 14k | $639k | 22% | Dec 2023 |
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| Spinnaker Investment Group | 13k | $603k | 4% | Mar 2024 |
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| Keyes, Stange & Wooten Wealth Management | 12k | $579k | 100% | Dec 2023 |
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| Eclectic Associates | 12k | $578k | 18% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 12k | $571k | 10% | Mar 2024 |
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| Blossom Wealth Management | 12k | $571k | 2% | Mar 2024 |
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| USAdvisors Wealth Management | 12k | $568k | -2% | Dec 2023 |
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| Delap Wealth Advisory | 12k | $558k | 100% | Dec 2023 |
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| Drive Wealth Management | 11k | $533k | 0% | Mar 2024 |
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| Modera Wealth Management | 11k | $532k | 0% | Dec 2023 |
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| Austin Asset Management | 11k | $521k | 10% | Mar 2024 |
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| Northwest Wealth Management | 11k | $505k | 63% | Dec 2023 |
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| Axxcess Wealth Management | 11k | $499k | 100% | Dec 2023 |
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| WMS Partners | 11k | $497k | 100% | Dec 2023 |
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| Barry Investment Advisors | 10k | $488k | 100% | Mar 2024 |
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| BOS Asset Management | 10k | $469k | 6% | Dec 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.7k | $458k | 13% | Dec 2023 |
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| Lam Group | 9.5k | $448k | 0% | Mar 2024 |
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| Geometric Wealth Advisors | 8.6k | $406k | 100% | Dec 2023 |
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| Shearwater Capital | 8.6k | $403k | 0% | Mar 2024 |
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| Collective Family Office | 8.5k | $402k | -38% | Mar 2024 |
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| Great Valley Advisor Group | 8.4k | $396k | 2% | Dec 2023 |
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| Abel Hall | 7.8k | $368k | 100% | Dec 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 7.6k | $358k | 0% | Dec 2023 |
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| Spire Wealth Management | 7.4k | $350k | 6% | Mar 2024 |
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| BetterWealth | 6.9k | $326k | 0% | Mar 2024 |
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| Dixon Fnancial Services | 6.9k | $323k | 43% | Mar 2024 |
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| Security Financial Services | 6.8k | $321k | 16% | Mar 2024 |
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| Kathleen S. Wright Associates | 6.7k | $314k | 0% | Mar 2024 |
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| Deschutes Portfolio Strategy | 6.5k | $306k | 0% | Dec 2023 |
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| WorthPointe | 6.4k | $299k | 8% | Dec 2023 |
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| Seaside Wealth Management | 5.5k | $261k | -37% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tanager Wealth Management | Sep 2023 | 41k | $1.9M |
| Citadel Advisors | Sep 2023 | 13k | $603k |