Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSU
- CUSIP Number: 25434v716
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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 |
---|---|---|---|---|---|
Retirement Solution | 6.0M | $209M | -2% | Jun 2024 |
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Quantum Financial Advisors | 2.1M | $75M | 6% | Jun 2024 |
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Awm Capital | 2.1M | $75M | 12% | Jun 2024 |
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Merriman Wealth Management | 1.0M | $35M | 0% | Jun 2024 |
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Abacus Wealth Partners | 916k | $32M | 2% | Jun 2024 |
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Vista Wealth Management Group | 501k | $18M | 12% | Jun 2024 |
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Gibson Capital | 401k | $14M | -4% | Jun 2024 |
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Forum Financial Management | 395k | $14M | 5% | Jun 2024 |
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Wealth Enhancement Advisory Services | 357k | $12M | 5% | Jun 2024 |
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Heritage Financial Services | 313k | $11M | 0% | Jun 2024 |
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New Capital Management | 313k | $11M | 1% | Jun 2024 |
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Buckingham Strategic Partners | 286k | $9.8M | -1% | Mar 2024 |
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Pathstone Holdings | 248k | $8.6M | 20% | Jun 2024 |
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Elser Financial Planning | 212k | $7.4M | 100% | Jun 2024 |
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Planning Center | 204k | $7.1M | 1% | Jun 2024 |
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CI Private Wealth | 201k | $7.0M | -1% | Jun 2024 |
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Buckingham Asset Management | 197k | $6.9M | 14% | Jun 2024 |
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Strategic Investment Solutions | 183k | $6.6M | -2% | Jun 2024 |
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Quarry Hill Advisors | 169k | $5.9M | 18% | Jun 2024 |
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Cardinal Point Capital Management, ULC | 159k | $5.5M | 551% | Jun 2024 |
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SJS Investment Consulting | 151k | $5.3M | 74% | Jun 2024 |
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Resources Investment Advisors | 126k | $4.4M | 82% | Jun 2024 |
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Northland Capital Management | 123k | $4.3M | 13% | Jun 2024 |
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Waypoint Wealth Partners | 121k | $4.2M | 123% | Jun 2024 |
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Apella Capital | 116k | $4.1M | 18% | Jun 2024 |
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Wealth Architects | 111k | $3.9M | 164% | Jun 2024 |
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Brighton Jones | 93k | $3.2M | 7% | Jun 2024 |
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Syverson Strege & Co | 92k | $3.2M | 4% | Jun 2024 |
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MB Generational Wealth | 89k | $3.1M | -15% | Jun 2024 |
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BetterWealth | 87k | $3.0M | -5% | Jun 2024 |
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RAM Investment Partners | 82k | $2.9M | 18% | Jun 2024 |
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Five Oceans Advisors | 75k | $2.6M | -1% | Jun 2024 |
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Rockbridge Investment Management, LCC | 72k | $2.5M | 20% | Jun 2024 |
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Chicago Partners Investment | 71k | $2.5M | 16% | Jun 2024 |
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Commonwealth Equity Services | 68k | $2.4M | 9% | Jun 2024 |
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Addison Advisors | 64k | $2.2M | 12% | Jun 2024 |
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Advisory Services & Investments | 60k | $2.1M | -2% | Jun 2024 |
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Trellis Wealth Advisors | 58k | $2.0M | 0% | Jun 2024 |
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Asset Dedication | 57k | $2.0M | 11% | Jun 2024 |
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DiNuzzo Private Wealth | 55k | $1.9M | -5% | Jun 2024 |
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Goss Wealth Management | 53k | $1.9M | -2% | Jun 2024 |
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RW Investment Management | 53k | $1.9M | 1% | Jun 2024 |
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Truepoint | 53k | $1.8M | 26% | Jun 2024 |
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LifePro Asset Management | 53k | $1.8M | 5% | Jun 2024 |
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Private Advisor | 51k | $1.8M | 17% | Jun 2024 |
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Flow Traders US | 40k | $1.4M | 100% | Jun 2024 |
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Modera Wealth Management | 40k | $1.4M | -6% | Jun 2024 |
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Level Financial Advisors | 39k | $1.4M | -2% | Jun 2024 |
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EnRich Financial Partners | 39k | $1.4M | -1% | Jun 2024 |
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LPL Financial | 39k | $1.3M | 36% | Jun 2024 |
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Shira Ridge Wealth Management | 37k | $1.3M | 3% | Jun 2024 |
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UMA Financial Services | 35k | $1.3M | -1% | Jun 2024 |
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Ohe Financial | 34k | $1.2M | 0% | Jun 2024 |
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Carlson Capital Management | 33k | $1.2M | 1% | Jun 2024 |
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Penobscot Wealth Management | 32k | $1.1M | 100% | Jun 2024 |
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Walden Wealth Partners | 31k | $1.1M | 0% | Jun 2024 |
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Orion Capital Management | 30k | $1.0M | 0% | Mar 2024 |
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Morling Financial Advisors | 30k | $1.1M | 3% | Jun 2024 |
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Monument Group Wealth Advisors | 28k | $966k | 2% | Jun 2024 |
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Cordant | 27k | $941k | -5% | Jun 2024 |
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TCI Wealth Advisors | 27k | $925k | 10% | Jun 2024 |
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Fiduciary Financial Group | 26k | $957k | 100% | Jun 2024 |
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Altiora Financial Group | 26k | $906k | 225% | Jun 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 24k | $846k | -3% | Jun 2024 |
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Mills Wealth Advisors | 24k | $843k | 0% | Jun 2024 |
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Susquehanna International | 22k | $758k | -68% | Jun 2024 |
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Pure Financial Advisors | 22k | $753k | 100% | Jun 2024 |
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D.A. Davidson & Co. | 22k | $752k | -2% | Jun 2024 |
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Citadel Advisors | 21k | $742k | 4% | Jun 2024 |
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Tanager Wealth Management | 21k | $735k | 12% | Jun 2024 |
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FirstPurpose Wealth | 21k | $693k | 78% | Mar 2024 |
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Diversify Wealth Management | 20k | $686k | 100% | Jun 2024 |
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Investment Advisory Group | 20k | $707k | 0% | Jun 2024 |
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Keel Point | 20k | $707k | 100% | Jun 2024 |
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Jane Street | 19k | $673k | -25% | Jun 2024 |
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Rehmann Capital Advisory | 19k | $654k | 12% | Jun 2024 |
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Henrickson Nauta Wealth Advisors | 18k | $619k | 3% | Jun 2024 |
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Caprock | 17k | $575k | 100% | Jun 2024 |
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Opes Wealth Management | 17k | $575k | 1% | Jun 2024 |
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Stifel Financial | 15k | $509k | 2% | Jun 2024 |
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Flagstone Financial Management | 14k | $496k | 119% | Jun 2024 |
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Savant Capital Management | 14k | $493k | 49% | Jun 2024 |
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North Ridge Wealth Advisors | 14k | $484k | -2% | Jun 2024 |
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Foster Group | 13k | $465k | 100% | Jun 2024 |
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Greenspring Advisors | 13k | $445k | 0% | Jun 2024 |
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Financial Connections Group | 12k | $421k | -36% | Jun 2024 |
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BKD Wealth Advisors | 12k | $413k | -4% | Jun 2024 |
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Ruedi Wealth Management | 11k | $390k | 0% | Jun 2024 |
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Tortoise Investment Management | 11k | $384k | 0% | Jun 2024 |
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Kestra Advisory Services | 11k | $382k | 0% | Jun 2024 |
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Betterment | 10k | $354k | 100% | Mar 2024 |
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Grey Street Capital | 10k | $344k | 100% | Mar 2024 |
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AdvisorNet Financial | 9.9k | $347k | -2% | Jun 2024 |
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Prime Capital Investment Advisors | 9.8k | $342k | -2% | Jun 2024 |
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Envestnet Asset Management | 9.7k | $340k | -2% | Jun 2024 |
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Creative Capital Management Investments | 9.4k | $327k | 0% | Jun 2024 |
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Mariner Wealth Advisors | 8.1k | $283k | 0% | Jun 2024 |
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Family Wealth Partners | 7.8k | $270k | 16% | Jun 2024 |
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Hutchinson Capital Management | 7.8k | $270k | 0% | Jun 2024 |
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Acorn Creek Capital | 7.6k | $264k | 1% | Jun 2024 |
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Towneley Capital Management, Inc / DE | 7.4k | $257k | -3% | Jun 2024 |
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Laurel Wealth Planning | 7.2k | $253k | -19% | Jun 2024 |
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Mercer Global Advisors | 7.1k | $247k | 0% | Jun 2024 |
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Meritas Wealth Management | 7.0k | $243k | -7% | Jun 2024 |
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Sutton Place Investors | 6.9k | $242k | -1% | Jun 2024 |
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Jpmorgan Chase & Co | 6.9k | $242k | 0% | Jun 2024 |
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HighTower Advisors | 6.9k | $240k | 0% | Jun 2024 |
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Silver Oak Advisory Group | 6.5k | $226k | 0% | Jun 2024 |
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Farther Finance Advisors | 6.5k | $227k | 0% | Jun 2024 |
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Austin Asset Management | 6.5k | $227k | 100% | Jun 2024 |
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Envision Financial Planning | 6.2k | $218k | 100% | Jun 2024 |
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Millennium Management | 6.1k | $212k | 100% | Jun 2024 |
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Burns Wealth Management | 6.0k | $209k | 100% | Jun 2024 |
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Physician Wealth Solutions | 5.8k | $202k | 100% | Jun 2024 |
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Red Tortoise | 4.7k | $165k | 0% | Jun 2024 |
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JFS Wealth Advisors | 4.7k | $164k | 0% | Jun 2024 |
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Advisor Group Holdings | 4.2k | $145k | 0% | Mar 2024 |
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Glassman Wealth Services | 4.0k | $141k | 7% | Jun 2024 |
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Red Lighthouse Investment Management | 3.7k | $131k | 0% | Jun 2024 |
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True Wealth Design | 3.7k | $130k | 0% | Jun 2024 |
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Belpointe Asset Management | 3.5k | $123k | 100% | Jun 2024 |
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Criterion Capital Advisors | 3.5k | $123k | 1% | Jun 2024 |
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Hartland & Co | 3.4k | $119k | 0% | Jun 2024 |
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Bellevue Asset Management | 3.3k | $114k | 100% | Jun 2024 |
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LRI Investments | 3.0k | $106k | 0% | Jun 2024 |
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Zrc Wealth Management | 2.9k | $102k | 20% | Jun 2024 |
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Hanson McClain Advisors | 2.9k | $102k | 100% | Jun 2024 |
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Glass Jacobson Investment Advisors | 2.8k | $96k | 0% | Jun 2024 |
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Grand Wealth Management | 2.2k | $77k | -86% | Jun 2024 |
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C.M. Bidwell & Associates | 1.5k | $52k | 100% | Mar 2024 |
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Cardiff Park Advisors | 1.3k | $44k | 0% | Jun 2024 |
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Signature Resources Capital Management | 1.1k | $38k | 147% | Jun 2024 |
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Anfield Capital Management | 350.00 | $12k | 100% | Jun 2024 |
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Aptus Capital Advisors | 326.00 | $11k | 0% | Jun 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 300.00 | $11k | 0% | Jun 2024 |
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Elevate Wealth Advisory | 293.00 | $10k | 100% | Jun 2024 |
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UBS Group | 212.00 | $7.3k | 237% | Mar 2024 |
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Sym Financial Corporation | 120.00 | $4.2k | 0% | Jun 2024 |
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McClarren Financial Advisors | 34.00 | $146k | 100% | Jun 2024 |
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Quent Capital | 2.00 | $70.000000 | 0% | Jun 2024 |
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FMR | 1.00 | $34.000000 | 100% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Nwam | Mar 2024 | 183k | $6.3M |
Royal Bank of Canada | Mar 2024 | 8.8k | $302k |