Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
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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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 550k | $18M | -3% | Mar 2024 |
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| Awm Capital | 536k | $17M | 21% | Mar 2024 |
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| Abacus Wealth Partners | 406k | $13M | 1% | Mar 2024 |
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| Five Oceans Advisors | 325k | $11M | 3% | Mar 2024 |
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| Forum Financial Management | 306k | $9.7M | 65% | Dec 2023 |
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| Jane Street | 200k | $6.3M | 67% | Dec 2023 |
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| Vista Wealth Management Group | 134k | $4.2M | 15% | Dec 2023 |
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| Greenspring Advisors | 133k | $4.3M | 0% | Mar 2024 |
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| AE Wealth Management | 123k | $3.7M | 3% | Dec 2023 |
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| Retirement Solution | 122k | $3.8M | 2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 91k | $2.9M | 9% | Mar 2024 |
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| Francis Financial | 87k | $2.8M | 17% | Mar 2024 |
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| Heritage Financial Services | 77k | $2.4M | 1% | Dec 2023 |
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| Savant Capital Management | 75k | $2.4M | 123% | Dec 2023 |
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| Asset Dedication | 72k | $2.3M | 23% | Mar 2024 |
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| CI Private Wealth | 61k | $1.9M | 100% | Dec 2023 |
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| Pathstone Holdings | 60k | $1.9M | 100% | Dec 2023 |
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| New Capital Management | 57k | $1.8M | -5% | Mar 2024 |
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| Drive Wealth Management | 54k | $1.7M | 20% | Mar 2024 |
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| Wealth Architects | 51k | $1.6M | 12% | Dec 2023 |
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| Atria Investments | 45k | $1.4M | 12% | Dec 2023 |
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| Planning Center | 44k | $1.4M | 7% | Mar 2024 |
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| Schoolcraft Capital | 43k | $1.4M | 0% | Mar 2024 |
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| Citadel Advisors | 37k | $1.2M | 100% | Dec 2023 |
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| Cordant | 34k | $1.1M | 13% | Mar 2024 |
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| Cook Wealth Management Group | 30k | $904k | 100% | Dec 2023 |
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| Apella Capital | 25k | $824k | 181% | Mar 2024 |
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| RAM Investment Partners | 23k | $737k | 23% | Dec 2023 |
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| Modera Wealth Management | 23k | $722k | 2% | Dec 2023 |
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| Northland Capital Management | 23k | $731k | 0% | Mar 2024 |
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| Perigon Wealth Management | 22k | $698k | 100% | Dec 2023 |
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| Buckingham Strategic Partners | 21k | $656k | 21% | Dec 2023 |
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| Seven Mile Advisory | 21k | $656k | 2% | Dec 2023 |
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| Quarry Hill Advisors | 20k | $644k | 13% | Mar 2024 |
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| Nwam | 20k | $621k | 9% | Dec 2023 |
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| Truepoint | 19k | $610k | 0% | Dec 2023 |
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| MB Generational Wealth | 19k | $594k | 100% | Dec 2023 |
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| BetterWealth | 19k | $601k | 4% | Mar 2024 |
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| Waypoint Wealth Partners | 15k | $466k | 43% | Mar 2024 |
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| Trellis Wealth Advisors | 13k | $426k | 2% | Mar 2024 |
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| Morling Financial Advisors | 13k | $403k | 100% | Dec 2023 |
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| DiNuzzo Private Wealth | 12k | $386k | 100% | Dec 2023 |
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| North Ridge Wealth Advisors | 12k | $373k | 2% | Mar 2024 |
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| Buckingham Asset Management | 11k | $359k | 0% | Dec 2023 |
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| Syverson Strege & Co | 11k | $333k | 100% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 10k | $332k | 3% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 8.5k | $269k | 100% | Dec 2023 |
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| Jentner | 8.3k | $261k | 100% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 8.2k | $260k | 11% | Dec 2023 |
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| Commonwealth Equity Services | 8.2k | $260k | 0% | Dec 2023 |
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| Advisory Services & Investments | 8.0k | $258k | 100% | Mar 2024 |
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| AdvisorNet Financial | 8.0k | $256k | -51% | Mar 2024 |
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| Wealthstream Advisors | 7.7k | $243k | 100% | Dec 2023 |
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| Grand Wealth Management | 7.4k | $234k | -6% | Dec 2023 |
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| Creative Capital Management Investments | 7.4k | $238k | 61% | Mar 2024 |
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| Apollon Wealth Management | 6.9k | $218k | 0% | Dec 2023 |
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| LifePro Asset Management | 6.8k | $220k | 100% | Mar 2024 |
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| Hill Investment Group Partners | 6.8k | $216k | 100% | Dec 2023 |
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| Addison Advisors | 6.5k | $205k | 27% | Dec 2023 |
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| Orion Capital Management | 3.5k | $112k | 3% | Dec 2023 |
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| Red Tortoise | 2.2k | $70k | 0% | Mar 2024 |
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| Cardiff Park Advisors | 1.2k | $38k | 1% | Dec 2023 |
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| Elevate Wealth Advisory | 1.1k | $34k | 100% | Dec 2023 |
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| Criterion Capital Advisors | 996.00 | $32k | 361% | Mar 2024 |
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| JFS Wealth Advisors | 995.00 | $32k | 0% | Dec 2023 |
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| Red Lighthouse Investment Management | 955.00 | $30k | 0% | Dec 2023 |
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| UBS Group | 483.00 | $15k | 100% | Dec 2023 |
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| Zrc Wealth Management | 445.00 | $14k | 134% | Mar 2024 |
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| WealthCollab | 412.00 | $13k | 100% | Dec 2023 |
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| Tortoise Investment Management | 330.00 | $10k | 0% | Dec 2023 |
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| Blume Capital Management | 300.00 | $9.5k | 0% | Dec 2023 |
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| Farther Finance Advisors | 130.00 | $4.1k | 0% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 100.00 | $3.2k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 28.00 | $908.000800 | -96% | Dec 2023 |
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| Signature Resources Capital Management | 23.00 | $727.000100 | 0% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dimensional Fund Advisors | Sep 2023 | 400k | $12M |
| Flow Traders US | Sep 2023 | 40k | $1.2M |
| Brighton Jones | Sep 2023 | 15k | $449k |
| Annapolis Financial Services | Dec 2023 | 1.3k | $42k |
| Wells Fargo & Company | Sep 2023 | 864.00 | $25k |
| Jpmorgan Chase & Co | Sep 2023 | 545.00 | $16k |
| Level Financial Advisors | Dec 2023 | 30.00 | $948.999000 |
| Bank of America Corporation | Sep 2023 | 26.00 | $763.999600 |