Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAE
- CUSIP Number: 25434v302
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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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 13M | $305M | 0% | Dec 2023 |
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| UBS Group | 5.0M | $120M | 12% | Dec 2023 |
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| Mercer Global Advisors | 3.7M | $90M | -3% | Dec 2023 |
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| Bank of America Corporation | 3.4M | $82M | 10% | Dec 2023 |
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| Mariner Wealth Advisors | 2.9M | $69M | -5% | Dec 2023 |
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| Cable Hill Partners | 2.6M | $61M | 6% | Dec 2023 |
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| Private Ocean | 2.1M | $51M | 14% | Mar 2024 |
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| CI Private Wealth | 1.8M | $43M | 4% | Dec 2023 |
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| Catalyst Capital Advisors | 1.8M | $44M | 24% | Mar 2024 |
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| Creative Planning | 1.8M | $42M | -3% | Dec 2023 |
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| Millburn Ridgefield | 1.6M | $38M | 11% | Dec 2023 |
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| Falcon Wealth Planning | 1.5M | $36M | 9% | Mar 2024 |
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| True Link Financial Advisors | 1.4M | $35M | 4% | Mar 2024 |
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| Mission Wealth Management | 1.4M | $33M | 15% | Dec 2023 |
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| Evoke Wealth | 1.2M | $29M | 1% | Dec 2023 |
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| CWM | 1.1M | $28M | 15% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $26M | 57% | Mar 2024 |
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| Bank Of Montreal | 1.0M | $25M | 36% | Dec 2023 |
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| Aquire Wealth Advisors | 966k | $23M | 6% | Dec 2023 |
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| RVW Wealth | 956k | $24M | 6% | Mar 2024 |
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| Buckingham Asset Management | 953k | $23M | 6% | Dec 2023 |
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| Root Financial Partners | 892k | $22M | 19% | Mar 2024 |
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| West Financial Advisors | 875k | $22M | 2% | Mar 2024 |
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| RAM Investment Partners | 757k | $18M | 2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 753k | $19M | -41% | Mar 2024 |
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| Ledyard National Bank | 748k | $18M | 0% | Dec 2023 |
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| Market Street Wealth Management Advisors | 745k | $18M | 8% | Mar 2024 |
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| Prime Capital Investment Advisors | 738k | $18M | 34% | Dec 2023 |
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| Royal Bank of Canada | 726k | $18M | 13% | Dec 2023 |
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| Aveo Capital Partners | 700k | $17M | 9% | Dec 2023 |
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| JFS Wealth Advisors | 675k | $16M | -3% | Dec 2023 |
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| Diversified Portfolios | 667k | $16M | -1% | Dec 2023 |
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| WPWealth | 650k | $16M | 13% | Dec 2023 |
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| Marquette Asset Management | 642k | $16M | 36% | Dec 2023 |
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| Great Waters Wealth Management | 622k | $15M | -9% | Mar 2024 |
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| CPA Asset Management | 622k | $15M | 18% | Dec 2023 |
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| Commonwealth Equity Services | 617k | $15M | 9% | Dec 2023 |
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| Horizon Investments | 564k | $14M | 6% | Dec 2023 |
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| Jane Street | 560k | $14M | -8% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 558k | $14M | 5% | Mar 2024 |
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| Bedel Financial Consulting | 532k | $13M | 3% | Dec 2023 |
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| Pallas Capital Advisors | 510k | $13M | 5% | Mar 2024 |
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| Park Avenue Securities | 488k | $12M | 14% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 482k | $12M | 6% | Dec 2023 |
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| Colony Family Offices | 475k | $11M | 23% | Dec 2023 |
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| Jpmorgan Chase & Co | 474k | $11M | 4829% | Dec 2023 |
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| Creative Capital Management Investments | 458k | $11M | 8% | Mar 2024 |
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| UMA Financial Services | 455k | $11M | 2% | Mar 2024 |
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| DiNuzzo Private Wealth | 454k | $11M | 100% | Dec 2023 |
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| Great Point Wealth Advisors | 454k | $11M | 13% | Dec 2023 |
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| Mather Group | 446k | $11M | 0% | Mar 2024 |
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| Perigon Wealth Management | 432k | $10M | 41% | Dec 2023 |
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| Morling Financial Advisors | 420k | $10M | 23% | Dec 2023 |
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| Founders Financial Securities | 420k | $10M | -27% | Mar 2024 |
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| Annandale Capital | 415k | $10M | 19% | Dec 2023 |
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| Efficient Advisors | 389k | $9.4M | 0% | Dec 2023 |
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| Awm Capital | 377k | $9.3M | -5% | Mar 2024 |
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| TCI Wealth Advisors | 373k | $9.0M | 18% | Dec 2023 |
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| Pioneer Wealth Management Group | 368k | $9.1M | 13% | Mar 2024 |
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| Avondale Wealth Management | 367k | $8.8M | 7% | Dec 2023 |
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| SOL Capital Management | 364k | $8.8M | 7% | Dec 2023 |
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| Modera Wealth Management | 364k | $8.8M | 9% | Dec 2023 |
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| Envision Financial Planning | 353k | $8.5M | -4% | Dec 2023 |
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| Chico Wealth RIA | 352k | $8.7M | 6% | Mar 2024 |
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| HighTower Advisors | 352k | $8.5M | 96% | Dec 2023 |
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| TCP Asset Management | 347k | $8.6M | 28% | Mar 2024 |
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| Dynamic Advisors Solutions | 341k | $8.4M | -5% | Mar 2024 |
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| Collective Family Office | 337k | $8.3M | 6% | Mar 2024 |
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| Private Capital Management | 334k | $8.1M | 19% | Dec 2023 |
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| Mutual Advisors | 334k | $8.0M | 655% | Dec 2023 |
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| Beaird Harris Wealth Management | 330k | $8.0M | -2% | Dec 2023 |
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| Shore Point Advisors | 313k | $7.6M | -4% | Dec 2023 |
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| Larson Financial Group | 306k | $7.4M | 10% | Dec 2023 |
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| SC&H Financial Advisors | 296k | $7.1M | -7% | Dec 2023 |
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| Betterment | 294k | $7.1M | 29% | Dec 2023 |
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| Keyes, Stange & Wooten Wealth Management | 290k | $7.0M | 100% | Dec 2023 |
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| FirstPurpose Wealth | 286k | $7.1M | 5% | Mar 2024 |
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| Towneley Capital Management, Inc / DE | 285k | $7.0M | 1% | Mar 2024 |
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| Bridgewater Advisors | 283k | $6.8M | 40% | Dec 2023 |
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| Perritt Capital Management | 275k | $6.6M | 2% | Dec 2023 |
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| PBMares Wealth Management | 263k | $6.3M | 31% | Dec 2023 |
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| Captrust Financial Advisors | 259k | $6.2M | 2% | Dec 2023 |
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| Wealth Dimensions Group | 252k | $6.1M | 16% | Dec 2023 |
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| Plan Group Financial | 244k | $5.9M | -43% | Dec 2023 |
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| Newman Dignan & Sheerar | 242k | $5.8M | -4% | Dec 2023 |
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| Monticello Wealth Management | 242k | $5.8M | 858% | Dec 2023 |
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| Advisory Alpha | 239k | $5.8M | 2% | Dec 2023 |
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| Grimes & Company | 237k | $5.9M | 100% | Mar 2024 |
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| Umb Bank N A | 233k | $5.6M | 0% | Dec 2023 |
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| FinDec Wealth Services | 233k | $5.6M | 2% | Dec 2023 |
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| One Capital Management | 221k | $5.3M | 100% | Dec 2023 |
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| Private Advisor | 220k | $5.3M | 29% | Dec 2023 |
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| Gail Mannix | 216k | $5.2M | -2% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 215k | $5.2M | -2% | Dec 2023 |
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| Forum Private Client Group | 213k | $5.1M | 100% | Dec 2023 |
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| tru Independence | 209k | $5.2M | -20% | Mar 2024 |
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| Financial Advocates Investment Management | 206k | $5.0M | -35% | Dec 2023 |
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| Balyasny Asset Management | 206k | $5.0M | 100% | Dec 2023 |
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| Catalyst Private Wealth | 205k | $5.1M | 36% | Mar 2024 |
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| Monument Group Wealth Advisors | 204k | $4.9M | 100% | Dec 2023 |
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| DecisionPoint Financial | 203k | $4.9M | 0% | Dec 2023 |
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| MAI Wealth Advisors | 201k | $4.8M | 12% | Dec 2023 |
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| Wealthquest | 194k | $4.7M | 8% | Dec 2023 |
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| Sterling Wealth Management | 193k | $4.7M | 100% | Dec 2023 |
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| Austin Wealth Management | 192k | $4.6M | 37% | Dec 2023 |
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| Arista Wealth Management | 188k | $4.6M | -62% | Mar 2024 |
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| Jackson Thornton Asset Management | 187k | $4.5M | 5% | Dec 2023 |
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| Kure Advisory | 186k | $4.5M | 3% | Dec 2023 |
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| Oceanside Advisors | 183k | $4.4M | 100% | Dec 2023 |
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| Relative Value Partners | 183k | $4.4M | 325% | Dec 2023 |
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| Stifel Financial | 181k | $4.4M | 16% | Dec 2023 |
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| Sax Wealth Advisors | 177k | $4.3M | -3% | Dec 2023 |
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| Sageworth Trust Company | 175k | $4.3M | 0% | Mar 2024 |
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| Ml & R Wealth Management | 174k | $4.2M | 26% | Dec 2023 |
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| Midwest Heritage Bank | 174k | $4.3M | 77% | Mar 2024 |
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| Quantum Financial Advisors | 172k | $4.1M | -4% | Dec 2023 |
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| Rappaport Reiches Capital Management | 170k | $4.2M | 12% | Mar 2024 |
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| HPM Partners | 169k | $4.1M | 70% | Dec 2023 |
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| AE Wealth Management | 168k | $3.9M | 18% | Dec 2023 |
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| Integrity Wealth Solutions | 151k | $3.7M | 1% | Mar 2024 |
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| Disciplined Investments | 150k | $3.7M | 15% | Mar 2024 |
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| Sutton Place Investors | 148k | $3.7M | 27% | Mar 2024 |
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| Fort Henry Capital | 143k | $3.5M | 11% | Mar 2024 |
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| Keb Asset Management | 143k | $3.5M | 2% | Mar 2024 |
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| Seven Mile Advisory | 142k | $3.4M | 4% | Dec 2023 |
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| Apella Capital | 141k | $3.6M | -12% | Mar 2024 |
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| Tortoise Investment Management | 139k | $3.3M | -3% | Dec 2023 |
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| Level Financial Advisors | 138k | $3.4M | -8% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 138k | $3.3M | 8% | Dec 2023 |
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| Flow Traders US | 129k | $3.1M | -65% | Dec 2023 |
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| CVA Family Office | 127k | $3.1M | -5% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 123k | $3.0M | 3% | Dec 2023 |
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| Buckingham Strategic Partners | 121k | $2.9M | -16% | Dec 2023 |
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| Builder Investment Group | 117k | $2.8M | 1% | Dec 2023 |
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| Financial Gravity Wealth | 116k | $45k | 0% | Dec 2023 |
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| Waypoint Wealth Partners | 112k | $2.7M | 0% | Dec 2023 |
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| Pettinga Financial Advisors | 111k | $2.8M | 547% | Mar 2024 |
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| Advisor Group Holdings | 108k | $2.6M | -16% | Dec 2023 |
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| RCS Financial Planning | 106k | $2.6M | -4% | Dec 2023 |
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| Okabena Investment Services | 105k | $2.5M | 5% | Dec 2023 |
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| Baker Boyer National Bank | 102k | $2.5M | 5% | Mar 2024 |
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| PFG Advisors | 102k | $2.5M | 13% | Dec 2023 |
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| IFP Advisors | 102k | $2.5M | 31% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 102k | $2.4M | 17% | Dec 2023 |
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| Heritage Wealth Management | 99k | $2.4M | 100% | Dec 2023 |
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| Annapolis Financial Services | 96k | $2.4M | -64% | Mar 2024 |
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| Raymond James & Associates | 95k | $2.3M | 3% | Mar 2024 |
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| Beacon Pointe Advisors | 93k | $2.2M | -9% | Dec 2023 |
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| Vista Wealth Management Group | 91k | $2.2M | 0% | Dec 2023 |
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| Saxony Capital Management | 90k | $2.2M | 100% | Dec 2023 |
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| AlTi Global | 88k | $2.1M | 100% | Dec 2023 |
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| Lodestone Wealth Management | 87k | $2.1M | -3% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 83k | $2.0M | -37% | Dec 2023 |
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| Sequoia Financial Advisors | 79k | $1.9M | -32% | Dec 2023 |
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| Chicago Partners Investment | 71k | $1.7M | -30% | Dec 2023 |
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| First Command Advisory Services | 61k | $1.5M | -45% | Dec 2023 |
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| AdvisorNet Financial | 57k | $1.4M | -40% | 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 | 289k | $6.5M |