Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAS
- CUSIP Number: 25434v500
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Creative Planning | 11M | $638M | 9% | Dec 2023 |
|
| Bank of America Corporation | 4.0M | $238M | 25% | Dec 2023 |
|
| Alaska Permanent Fund Corp | 2.7M | $169M | 14% | Mar 2024 |
|
| Buckingham Asset Management | 2.6M | $156M | -2% | Dec 2023 |
|
| TCI Wealth Advisors | 2.1M | $126M | 3% | Dec 2023 |
|
| Ark & Tlk Investments | 2.0M | $117M | 100% | Dec 2023 |
|
| Plan | 1.5M | $90M | 0% | Dec 2023 |
|
| Financial Counselors | 1.5M | $87M | 1591% | Dec 2023 |
|
| Mercer Global Advisors | 1.4M | $81M | 0% | Dec 2023 |
|
| Savant Capital Management | 1.4M | $81M | 21% | Dec 2023 |
|
| Pure Financial Advisors | 1.2M | $73M | 14% | Mar 2024 |
|
| Resource Consulting Group | 1.1M | $63M | -7% | Dec 2023 |
|
| Beaird Harris Wealth Management | 984k | $59M | 3% | Dec 2023 |
|
| Sageworth Trust Company | 984k | $61M | 2% | Mar 2024 |
|
| Massmutual Trust | 965k | $60M | 2% | Mar 2024 |
|
| Evanson Asset Management | 916k | $57M | 3% | Mar 2024 |
|
| First Command Advisory Services | 844k | $50M | 28% | Dec 2023 |
|
| Moisand Fitzgerald Tamayo | 840k | $52M | 3% | Mar 2024 |
|
| Ml & R Wealth Management | 752k | $45M | 4% | Dec 2023 |
|
| DiNuzzo Private Wealth | 723k | $43M | 100% | Dec 2023 |
|
| Stordahl Capital Management | 667k | $42M | 3% | Mar 2024 |
|
| Vista Wealth Management Group | 658k | $39M | 8% | Dec 2023 |
|
| CI Private Wealth | 649k | $39M | 0% | Dec 2023 |
|
| Commonwealth Equity Services | 649k | $39M | 7% | Dec 2023 |
|
| Confluence Wealth Services | 641k | $40M | 16% | Mar 2024 |
|
| Dixon Fnancial Services | 590k | $37M | -1% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 585k | $36M | 22% | Mar 2024 |
|
| Great Waters Wealth Management | 580k | $36M | 9% | Mar 2024 |
|
| Bank Of Montreal | 568k | $34M | 58% | Dec 2023 |
|
| Foster Group | 523k | $33M | -1% | Mar 2024 |
|
| Heritage Investment Group | 490k | $29M | -2% | Dec 2023 |
|
| UBS Group | 478k | $29M | 5% | Dec 2023 |
|
| Austin Asset Management | 477k | $28M | -1% | Dec 2023 |
|
| Rsm Us Wealth Management | 466k | $28M | -4% | Dec 2023 |
|
| Sequoia Financial Advisors | 462k | $28M | 6% | Dec 2023 |
|
| Bouchey Financial | 435k | $27M | 4% | Mar 2024 |
|
| KWMG | 420k | $26M | 2% | Mar 2024 |
|
| Chicago Partners Investment | 409k | $24M | 6% | Dec 2023 |
|
| BKD Wealth Advisors | 375k | $23M | -3% | Mar 2024 |
|
| First National Trust Company | 373k | $22M | 10% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 367k | $23M | 23% | Mar 2024 |
|
| Modera Wealth Management | 366k | $22M | -2% | Dec 2023 |
|
| Market Street Wealth Management Advisors | 340k | $21M | 3% | Mar 2024 |
|
| Branch Banking & Trust Company | 339k | $20M | 34% | Dec 2023 |
|
| Royal Bank of Canada | 326k | $19M | 22% | Dec 2023 |
|
| Tillman Hartley | 322k | $19M | 1% | Dec 2023 |
|
| Buckingham Strategic Partners | 316k | $19M | -28% | Dec 2023 |
|
| Planning Center | 312k | $19M | 0% | Mar 2024 |
|
| Pathstone Holdings | 307k | $18M | 100% | Dec 2023 |
|
| Tanager Wealth Management | 302k | $18M | 6% | Dec 2023 |
|
| Heritage Wealth Management, Inc./Texas | 301k | $18M | 3% | Dec 2023 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 300k | $18M | 0% | Dec 2023 |
|
| Sax Wealth Advisors | 295k | $18M | 6% | Dec 2023 |
|
| Disciplined Equity Management | 286k | $17M | 6% | Dec 2023 |
|
| McLean Asset Management Corp | 286k | $18M | -2% | Mar 2024 |
|
| Jackson Thornton Asset Management | 286k | $17M | 1% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 285k | $18M | -12% | Mar 2024 |
|
| Builder Investment Group | 282k | $17M | 1% | Dec 2023 |
|
| SRS Capital Advisors | 274k | $16M | 2% | Dec 2023 |
|
| New Hampshire Trust | 271k | $17M | 3% | Mar 2024 |
|
| Beacon Pointe Advisors | 253k | $15M | 4% | Dec 2023 |
|
| Larson Financial Group | 247k | $15M | 4% | Dec 2023 |
|
| Hurlow Wealth Management Group | 238k | $15M | 3% | Mar 2024 |
|
| AdvisorNet Financial | 230k | $14M | -9% | Mar 2024 |
|
| Lutz Financial Services | 228k | $14M | 2% | Dec 2023 |
|
| Mariner Wealth Advisors | 225k | $13M | 17% | Dec 2023 |
|
| Tilson Financial Group | 223k | $13M | 116% | Dec 2023 |
|
| HighTower Advisors | 211k | $13M | 8% | Dec 2023 |
|
| DecisionPoint Financial | 211k | $13M | 15% | Dec 2023 |
|
| EP Wealth Advisors | 208k | $12M | 1% | Dec 2023 |
|
| Advisory Services & Investments | 199k | $12M | 8% | Mar 2024 |
|
| Forum Private Client Group | 198k | $12M | 100% | Dec 2023 |
|
| Mission Wealth Management | 195k | $12M | -13% | Dec 2023 |
|
| Financial Synergies Wealth Advisors | 194k | $12M | 2038% | Mar 2024 |
|
| CWM | 192k | $12M | 12% | Mar 2024 |
|
| Systelligence | 192k | $12M | 0% | Mar 2024 |
|
| HPM Partners | 191k | $11M | 42% | Dec 2023 |
|
| Garrett Investment Advisors | 186k | $12M | -23% | Mar 2024 |
|
| Williams Financial | 184k | $12M | 100% | Mar 2024 |
|
| American Investment Services | 180k | $11M | 8% | Dec 2023 |
|
| Aire Advisors | 179k | $11M | -5% | Dec 2023 |
|
| West Financial Advisors | 179k | $11M | 1% | Mar 2024 |
|
| Advisor Group Holdings | 173k | $10M | -13% | Dec 2023 |
|
| McGlone Suttner Wealth Management | 173k | $11M | -4% | Mar 2024 |
|
| G2 Capital Management, Llc / Oh | 173k | $10M | 0% | Dec 2023 |
|
| Dynamic Advisors Solutions | 170k | $11M | 6% | Mar 2024 |
|
| Fundamentun | 170k | $11M | 100% | Mar 2024 |
|
| Armor Investment Advisors | 168k | $10M | 17% | Dec 2023 |
|
| Monograph Wealth Advisors | 165k | $9.9M | -18% | Dec 2023 |
|
| Baird Financial | 164k | $9.8M | 5% | Dec 2023 |
|
| Phillips Financial Management | 162k | $10M | 23% | Mar 2024 |
|
| WorthPointe | 162k | $9.6M | 2% | Dec 2023 |
|
| Midwest Heritage Bank | 156k | $9.8M | 13% | Mar 2024 |
|
| Cardiff Park Advisors | 155k | $9.3M | -1% | Dec 2023 |
|
| Spinnaker Investment Group | 152k | $9.5M | 6% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 152k | $9.5M | 24% | Mar 2024 |
|
| Your Advocates | 152k | $9.1M | 3% | Dec 2023 |
|
| Divergent Planning | 147k | $9.1M | 100% | Mar 2024 |
|
| Capital Performance Advisors | 147k | $8.7M | 3% | Dec 2023 |
|
| Granite Harbor Advisors | 146k | $8.7M | -16% | Dec 2023 |
|
| Enzi Wealth | 143k | $8.3M | -1% | Mar 2024 |
|
| Monticello Wealth Management | 143k | $8.5M | 3% | Dec 2023 |
|
| Regal Wealth Group | 143k | $8.2M | 4% | Dec 2023 |
|
| Bridgewater Advisors | 140k | $8.3M | 12% | Dec 2023 |
|
| Gemmer Asset Management | 139k | $8.6M | -2% | Mar 2024 |
|
| Forum Financial Management | 136k | $8.1M | -3% | Dec 2023 |
|
| Traverso Chambers Private Wealth Management | 136k | $8.1M | 4% | Dec 2023 |
|
| Jpmorgan Chase & Co | 136k | $8.1M | 34% | Dec 2023 |
|
| Cascade Wealth Advisors | 135k | $8.0M | 100% | Mar 2024 |
|
| Tfo-tdc | 134k | $8.0B | -1% | Dec 2023 |
|
| Spire Wealth Management | 133k | $8.3M | 1% | Mar 2024 |
|
| Annapolis Financial Services | 132k | $8.2M | -26% | Mar 2024 |
|
| PBMares Wealth Management | 130k | $7.7M | 23% | Dec 2023 |
|
| Clarity Asset Management | 129k | $7.7M | 100% | Dec 2023 |
|
| Keb Asset Management | 126k | $7.8M | -1% | Mar 2024 |
|
| Towneley Capital Management, Inc / DE | 124k | $7.7M | -1% | Mar 2024 |
|
| Alpha Financial Advisors | 124k | $7.4M | 1% | Dec 2023 |
|
| Hanson McClain Advisors | 122k | $7.3M | -2% | Dec 2023 |
|
| Aspiriant | 119k | $7.4M | -2% | Mar 2024 |
|
| Cedar Point Capital Partners | 118k | $7.0M | 100% | Dec 2023 |
|
| Sterling Wealth Management | 115k | $6.9M | 100% | Dec 2023 |
|
| FLC Capital Advisors | 113k | $6.8M | 9% | Dec 2023 |
|
| Mutual Advisors | 113k | $6.7M | 60% | Dec 2023 |
|
| Bordeaux Wealth Advisors | 111k | $6.6M | -2% | Dec 2023 |
|
| Lam Group | 110k | $6.9M | 2% | Mar 2024 |
|
| CarsonAllaria Wealth Management | 110k | $6.6M | 3% | Dec 2023 |
|
| Claris Advisors, Llc / Mo / | 106k | $6.3M | 0% | Dec 2023 |
|
| Continuum Wealth Advisors | 104k | $6.2M | 1% | Dec 2023 |
|
| Acorn Creek Capital | 104k | $6.2M | 100% | Dec 2023 |
|
| Criterion Capital Advisors | 104k | $6.4M | 6% | Mar 2024 |
|
| Ruedi Wealth Management | 102k | $6.1M | 8% | Dec 2023 |
|
| Colorado Capital Management | 101k | $6.3M | -1% | Mar 2024 |
|
| Rf&l Wealth Management | 100k | $6.0M | 1% | Dec 2023 |
|
| Trinity Financial Advisors | 98k | $6.1M | 18% | Mar 2024 |
|
| Whittier Trust | 98k | $5.8M | 0% | Dec 2023 |
|
| Zhang Financial | 97k | $5.8M | 1% | Dec 2023 |
|
| Hardy Reed | 92k | $5.5M | -1% | Dec 2023 |
|
| Steward Partners Investment Advisory | 88k | $5.3M | 20% | Dec 2023 |
|
| Andrews, Lucia Wealth Management | 88k | $5.2M | 2% | Dec 2023 |
|
| GEM Asset Management | 87k | $5.2M | 6% | Dec 2023 |
|
| Hill Investment Group Partners | 87k | $5.2M | -6% | Dec 2023 |
|
| Advisory Alpha | 82k | $4.9M | -6% | Dec 2023 |
|
| Pioneer Wealth Management Group | 82k | $5.1M | 10% | Mar 2024 |
|
| Waterfront Wealth | 81k | $4.8M | -3% | Dec 2023 |
|
| UMA Financial Services | 80k | $4.7M | 2% | Mar 2024 |
|
| Envision Financial Planning | 80k | $4.8M | 6% | Dec 2023 |
|
| M Financial Asset Management | 80k | $4.8M | 0% | Dec 2023 |
|
| Captrust Financial Advisors | 79k | $4.7M | 0% | Dec 2023 |
|
| Bayshore Asset Management | 78k | $4.7M | 0% | Dec 2023 |
|
| VeraBank | 78k | $4.7M | 40% | Dec 2023 |
|
| Raymond James & Associates | 68k | $4.2M | -32% | Mar 2024 |
|
| Financial Connections Group | 56k | $3.3M | -63% | Dec 2023 |
|
| United Capital Financial Advisers | 38k | $2.3M | -64% | Dec 2023 |
|
| Financial Advocates Investment Management | 34k | $2.0M | -70% | Dec 2023 |
|
| Carlson Capital Management | 9.3k | $580k | -96% | Mar 2024 |
|
| Stokes Family Office | 4.9k | $294k | -96% | Dec 2023 |
|