Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
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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 |
|---|---|---|---|---|---|
| Modera Wealth Management | 4.9M | $162M | 0% | Dec 2023 |
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| Sequoia Financial Advisors | 3.7M | $134M | 4% | Mar 2024 |
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| Aquire Wealth Advisors | 3.1M | $105M | 2% | Dec 2023 |
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| Blankinship & Foster | 2.7M | $89M | 0% | Dec 2023 |
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| Kooman & Associates | 2.5M | $84M | 4% | Dec 2023 |
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| Hanson McClain Advisors | 2.4M | $88M | -2% | Mar 2024 |
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| Spinnaker Investment Group | 1.8M | $67M | 7% | Mar 2024 |
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| AE Wealth Management | 1.8M | $60M | 10% | Dec 2023 |
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| Buckingham Asset Management | 1.7M | $56M | 21% | Dec 2023 |
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| Billeaud Capital Management | 1.6M | $55M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $50M | 3% | Mar 2024 |
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| Betterment | 1.3M | $42M | 17% | Dec 2023 |
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| RVW Wealth | 1.2M | $45M | 1% | Mar 2024 |
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| Evoke Wealth | 1.2M | $41M | 9% | Dec 2023 |
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| Krilogy Financial | 1.2M | $45M | 3% | Mar 2024 |
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| HB Wealth Management | 1.2M | $44M | 7% | Mar 2024 |
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| CI Private Wealth | 1.2M | $39M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 1.2M | $42M | 2% | Mar 2024 |
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| FirstPurpose Wealth | 1.1M | $39M | 3% | Mar 2024 |
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| Aveo Capital Partners | 1.0M | $36M | 0% | Mar 2024 |
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| WPWealth | 955k | $32M | 11% | Dec 2023 |
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| Pioneer Wealth Management Group | 915k | $33M | 16% | Mar 2024 |
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| TCP Asset Management | 810k | $30M | 23% | Mar 2024 |
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| Rappaport Reiches Capital Management | 802k | $29M | 13% | Mar 2024 |
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| Mariner Wealth Advisors | 780k | $26M | 11% | Dec 2023 |
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| BKD Wealth Advisors | 775k | $28M | 8% | Mar 2024 |
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| Valued Wealth Advisors | 748k | $27M | 100% | Mar 2024 |
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| Financial Connections Group | 701k | $26M | 14% | Mar 2024 |
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| Creative Planning | 699k | $23M | 117% | Dec 2023 |
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| PBMares Wealth Management | 682k | $25M | 26% | Mar 2024 |
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| Liberty Wealth Management | 674k | $25M | 4% | Mar 2024 |
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| SC&H Financial Advisors | 642k | $23M | 5% | Mar 2024 |
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| Savant Capital Management | 630k | $23M | 22% | Mar 2024 |
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| Arista Wealth Management | 628k | $23M | -62% | Mar 2024 |
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| Stifel Financial | 624k | $21M | 0% | Dec 2023 |
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| Buckingham Strategic Partners | 599k | $20M | 0% | Dec 2023 |
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| Sterling Financial Group | 579k | $19M | -4% | Dec 2023 |
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| Spectrum Investment Advisors | 568k | $21M | 2% | Mar 2024 |
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| Alpha Financial Advisors | 553k | $20M | 7% | Mar 2024 |
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| Highland Financial Advisors | 531k | $19M | -1% | Mar 2024 |
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| Awm Capital | 530k | $19M | -2% | Mar 2024 |
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| Shira Ridge Wealth Management | 527k | $19M | -2% | Mar 2024 |
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| Fonville Wealth Management | 511k | $19M | 22% | Mar 2024 |
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| ACT Advisors | 504k | $18M | 0% | Mar 2024 |
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| Private Ocean | 503k | $18M | -7% | Mar 2024 |
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| Assetmark | 501k | $18M | -3% | Mar 2024 |
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| Quantum Financial Advisors | 500k | $18M | 402% | Mar 2024 |
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| Mission Wealth Management | 497k | $18M | 12% | Mar 2024 |
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| Austin Wealth Management | 492k | $17M | 39% | Dec 2023 |
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| Kure Advisory | 480k | $16M | 0% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 476k | $17M | 12% | Mar 2024 |
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| Bank of America Corporation | 469k | $16M | 2% | Dec 2023 |
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| Heritage Investment Group | 465k | $17M | 3% | Mar 2024 |
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| VeraBank | 444k | $16M | 10% | Mar 2024 |
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| Envision Financial Planning | 431k | $16M | 2% | Mar 2024 |
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| Zhang Financial | 411k | $15M | 1% | Mar 2024 |
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| Plan | 397k | $13M | 4% | Dec 2023 |
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| Pathstone Holdings | 390k | $13M | 100% | Dec 2023 |
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| UMA Financial Services | 375k | $13M | 4% | Mar 2024 |
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| Perigon Wealth Management | 359k | $13M | -31% | Mar 2024 |
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| AdvisorNet Financial | 359k | $13M | -5% | Mar 2024 |
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| IFP Advisors | 349k | $12M | 38% | Dec 2023 |
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| Tortoise Investment Management | 347k | $12M | 1% | Dec 2023 |
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| Bay Harbor Wealth Management | 342k | $13M | 9% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 339k | $12M | 11% | Mar 2024 |
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| FinDec Wealth Services | 338k | $11M | 9% | Dec 2023 |
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| Advisory Alpha | 337k | $12M | 9% | Mar 2024 |
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| Wealthsource Partners | 337k | $11M | -2% | Dec 2023 |
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| Great Point Wealth Advisors | 336k | $11M | -4% | Dec 2023 |
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| Physician Wealth Solutions | 330k | $12M | 15% | Mar 2024 |
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| Chicago Partners Investment | 321k | $11M | 2% | Mar 2024 |
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| Sowell Financial Services | 318k | $12M | 167% | Mar 2024 |
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| JFS Wealth Advisors | 313k | $11M | 6% | Mar 2024 |
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| Ark & Tlk Investments | 310k | $10M | 100% | Dec 2023 |
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| Syverson Strege & Co | 295k | $11M | -4% | Mar 2024 |
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| CVA Family Office | 290k | $9.7M | 16% | Dec 2023 |
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| MAI Wealth Advisors | 289k | $9.6M | 12% | Dec 2023 |
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| Jpmorgan Chase & Co | 278k | $9.2M | 38% | Dec 2023 |
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| Security Financial Services | 267k | $9.8M | 10% | Mar 2024 |
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| Relative Value Partners | 261k | $8.7M | 210% | Dec 2023 |
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| Sax Wealth Advisors | 257k | $8.6M | 44% | Dec 2023 |
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| Cherrydale Wealth Management | 238k | $8.7M | -5% | Mar 2024 |
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| Walden Wealth Partners | 238k | $7.9M | 100% | Dec 2023 |
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| Clarity Capital Advisors | 237k | $8.7M | 6% | Mar 2024 |
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| Jackson Thornton Asset Management | 234k | $7.8M | 145% | Dec 2023 |
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| WMS Partners | 234k | $7.8M | -8% | Dec 2023 |
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| Mercer Global Advisors | 219k | $7.3M | -8% | Dec 2023 |
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| Royal Bank of Canada | 217k | $7.2M | -30% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 208k | $6.9M | 4% | Dec 2023 |
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| Advisor Group Holdings | 208k | $6.9M | -5% | Dec 2023 |
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| Waypoint Capital Advisors | 207k | $7.6M | 0% | Mar 2024 |
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| Bridge Advisory | 203k | $7.4M | 1% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 191k | $7.0M | -7% | Mar 2024 |
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| Maryland Capital Advisors | 190k | $6.9M | 6% | Mar 2024 |
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| Diversified Portfolios | 184k | $6.7M | -2% | Mar 2024 |
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| Abel Hall | 184k | $6.1M | 100% | Dec 2023 |
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| Teamwork Financial Advisors | 180k | $6.6M | 22% | Mar 2024 |
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| Beacon Pointe Advisors | 179k | $6.0M | 15% | Dec 2023 |
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| Private Advisor | 177k | $6.5M | 14% | Mar 2024 |
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| Hemington Wealth Management | 176k | $6.4M | 100% | Mar 2024 |
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| Morton Capital Management | 173k | $6.3M | -3% | Mar 2024 |
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| Cowa | 172k | $6.3M | -7% | Mar 2024 |
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| Annapolis Financial Services | 170k | $6.2M | -77% | Mar 2024 |
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| Garrett Investment Advisors | 167k | $6.1M | 10% | Mar 2024 |
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| Chico Wealth RIA | 155k | $5.7M | 0% | Mar 2024 |
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| Hutchinson Capital Management | 153k | $5.6M | 4% | Mar 2024 |
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| Heirloom Wealth Management | 145k | $5.3M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 142k | $5.2M | 3% | Mar 2024 |
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| Hardy Reed | 142k | $5.2M | 0% | Mar 2024 |
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| Portfolio Strategies | 142k | $5.2M | 100% | Mar 2024 |
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| Sollinda Capital Management | 141k | $5.1M | 100% | Mar 2024 |
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| HTG Investment Advisors | 140k | $5.1M | 31% | Mar 2024 |
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| Retirement Solution | 136k | $5.0M | -1% | Mar 2024 |
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| Capital Investment Advisory Services | 135k | $4.9M | -1% | Mar 2024 |
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| Cypress Point Wealth Management | 132k | $4.8M | 45% | Mar 2024 |
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| Mattern Wealth Management | 129k | $4.3M | 1% | Dec 2023 |
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| Rather & Kittrell | 127k | $4.6M | -4% | Mar 2024 |
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| Andrews, Lucia Wealth Management | 122k | $4.0M | -3% | Dec 2023 |
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| Signature Resources Capital Management | 120k | $4.0M | -15% | Mar 2024 |
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| GEM Asset Management | 120k | $4.2M | 5% | Mar 2024 |
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| My Personal CFO | 116k | $4.2M | 0% | Mar 2024 |
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| Sageworth Trust Company | 116k | $4.2M | -5% | Mar 2024 |
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| Auxano Advisors | 113k | $4.1M | -3% | Mar 2024 |
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| Helen Stephens Group | 112k | $4.1M | 6% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 111k | $4.1M | -2% | Mar 2024 |
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| D.A. Davidson & Co. | 111k | $3.7M | 2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 110k | $4.0M | 15% | Mar 2024 |
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| RFG Advisory | 110k | $4.0M | -2% | Mar 2024 |
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| ERn Financial | 110k | $4.0M | -20% | Mar 2024 |
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| Rehmann Capital Advisory | 109k | $4.0M | -5% | Mar 2024 |
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| Park Avenue Securities | 108k | $3.9M | -1% | Mar 2024 |
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| Catalyst Private Wealth | 100k | $3.7M | 5% | Mar 2024 |
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| Sym Financial Corporation | 99k | $3.6M | 24% | Mar 2024 |
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| Goldman Sachs Group | 98k | $3.3M | 100% | Dec 2023 |
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| Quarry Hill Advisors | 98k | $3.6M | -1% | Mar 2024 |
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| American Capital Advisory | 93k | $2.7M | -47% | Mar 2024 |
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| Apella Capital | 89k | $3.2M | -9% | Mar 2024 |
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| Quad-Cities Investment Group | 87k | $3.2M | 3% | Mar 2024 |
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| Raymond James & Associates | 83k | $3.0M | 3% | Mar 2024 |
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| Waterfront Wealth | 82k | $2.7M | -1% | Dec 2023 |
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| Jane Street | 81k | $2.7M | 107% | Dec 2023 |
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| Seamount Financial Group | 80k | $2.9M | 100% | Mar 2024 |
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| HPM Partners | 78k | $2.6M | 43% | Dec 2023 |
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| Red Lighthouse Investment Management | 78k | $2.6M | 0% | Dec 2023 |
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| Melfa Wealth Management | 76k | $2.8M | 3% | Mar 2024 |
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| Meritas Wealth Management | 76k | $2.8M | -14% | Mar 2024 |
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| Firethorn Wealth Partners | 74k | $2.7M | -22% | Mar 2024 |
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| Exeter Financial | 74k | $2.7M | 5% | Mar 2024 |
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| Apollon Wealth Management | 74k | $2.7M | 1070% | Mar 2024 |
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| Dodds Wealth | 73k | $2.4M | 100% | Dec 2023 |
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| RCS Financial Planning | 67k | $2.4M | -29% | Mar 2024 |
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| Marshall Financial Group | 65k | $2.4M | -13% | Mar 2024 |
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| Retirement Guys Formula | 63k | $2.3M | -36% | Mar 2024 |
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| Elevate Wealth Advisory | 59k | $2.1M | -31% | Mar 2024 |
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| UBS Group | 23k | $778k | -74% | Dec 2023 |
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| Susquehanna International | 18k | $656k | -87% | Mar 2024 |
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| Greenspring Advisors | 12k | $430k | -86% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 630k | $19M |