Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAT
- CUSIP Number: 25434v609
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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 |
---|---|---|---|---|---|
Creative Planning | 14M | $714M | 4% | Dec 2023 |
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Buckingham Asset Management | 13M | $664M | -1% | Dec 2023 |
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Forum Financial Management | 9.2M | $480M | 2% | Dec 2023 |
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Index Fund Advisors | 8.0M | $363M | -1% | Sep 2023 |
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Strategic Investment Solutions | 6.5M | $308M | 7038% | Sep 2023 |
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Savant Capital Management | 5.4M | $284M | 6% | Dec 2023 |
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Mercer Global Advisors | 2.9M | $153M | 8% | Dec 2023 |
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CI Private Wealth | 2.7M | $144M | 0% | Dec 2023 |
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Envestnet Asset Management | 2.7M | $123M | -17% | Sep 2023 |
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Buckingham Strategic Partners | 2.7M | $141M | -11% | Dec 2023 |
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Jackson Thornton Asset Management | 2.5M | $132M | -3% | Dec 2023 |
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Wealth Enhancement Advisory Services | 2.2M | $117M | -4% | Dec 2023 |
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Trust Co of the South | 1.9M | $100M | 100% | Dec 2023 |
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Asset Dedication | 1.9M | $98M | 0% | Dec 2023 |
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Pure Financial Advisors | 1.8M | $93M | 31% | Dec 2023 |
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Willow Creek Wealth Management | 1.7M | $78M | 2% | Sep 2023 |
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Plan | 1.7M | $90M | -1% | Dec 2023 |
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Truepoint | 1.6M | $85M | -2% | Dec 2023 |
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Resource Consulting Group | 1.6M | $82M | -1% | Dec 2023 |
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Apella Capital | 1.4M | $72M | 7% | Dec 2023 |
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EP Wealth Advisors | 1.3M | $66M | 5% | Dec 2023 |
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Abacus Wealth Partners | 1.3M | $66M | -2% | Dec 2023 |
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Mbb Public Markets I | 1.2M | $64M | -6% | Dec 2023 |
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Evanson Asset Management | 1.2M | $61M | 0% | Dec 2023 |
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Team Hewins | 1.0M | $53M | -1% | Dec 2023 |
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Great Oak Capital Partners | 934k | $49M | 100% | Dec 2023 |
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Merriman Wealth Management | 909k | $42M | -1% | Sep 2023 |
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BKD Wealth Advisors | 908k | $48M | -4% | Dec 2023 |
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Bayshore Asset Management | 894k | $47M | 0% | Dec 2023 |
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Modera Wealth Management | 888k | $47M | -3% | Dec 2023 |
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Bank of America Corporation | 878k | $46M | 16% | Dec 2023 |
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Ml & R Wealth Management | 862k | $45M | 4% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 849k | $44M | 2% | Dec 2023 |
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Capital Performance Advisors | 827k | $43M | 0% | Dec 2023 |
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Carlson Capital Management | 785k | $41M | 1% | Dec 2023 |
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Sax Wealth Advisors | 707k | $37M | 3% | Dec 2023 |
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Sequoia Financial Advisors | 704k | $37M | 4% | Dec 2023 |
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Raymond James Financial Services Advisors | 696k | $36M | 8% | Dec 2023 |
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LPL Financial | 670k | $31M | 12% | Sep 2023 |
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Hill Investment Group Partners | 654k | $34M | -1% | Dec 2023 |
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Keb Asset Management | 631k | $33M | -1% | Dec 2023 |
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Cambridge Investment Research Advisors | 631k | $33M | -4% | Dec 2023 |
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Monograph Wealth Advisors | 619k | $32M | 2% | Dec 2023 |
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Joel Isaacson & Co | 600k | $31M | 3% | Dec 2023 |
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HighTower Advisors | 561k | $29M | 0% | Dec 2023 |
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Efficient Frontier Advisors | 558k | $29M | 100% | Dec 2023 |
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Beaird Harris Wealth Management | 552k | $29M | -2% | Dec 2023 |
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TFC Financial Management | 544k | $28M | -1% | Dec 2023 |
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TCI Wealth Advisors | 539k | $28M | -2% | Dec 2023 |
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Kraft Asset Management | 539k | $28M | -1% | Dec 2023 |
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Foster Group | 537k | $25M | 0% | Dec 2023 |
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Rsm Us Wealth Management | 522k | $27M | -7% | Dec 2023 |
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Hanson McClain Advisors | 512k | $27M | -3% | Dec 2023 |
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Assetmark | 508k | $27M | 2% | Dec 2023 |
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HPM Partners | 508k | $27M | 1% | Dec 2023 |
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Meritas Wealth Management | 476k | $25M | -26% | Dec 2023 |
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Mariner Wealth Advisors | 474k | $25M | 6% | Dec 2023 |
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Watchman Group | 450k | $21M | 4% | Sep 2023 |
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Baird Financial | 440k | $23M | -23% | Dec 2023 |
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Great Waters Wealth Management | 436k | $22M | 15% | Dec 2023 |
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Pathstone Holdings | 433k | $23M | 100% | Dec 2023 |
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Tfo-tdc | 432k | $23B | -2% | Dec 2023 |
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Planning Center | 429k | $22M | -3% | Dec 2023 |
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Lauterbach Financial Advisors | 423k | $22M | -2% | Dec 2023 |
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PBMares Wealth Management | 393k | $21M | 3% | Dec 2023 |
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Larson Financial Group | 392k | $21M | 1% | Dec 2023 |
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WPWealth | 389k | $20M | 15% | Dec 2023 |
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Pathstone Family Office | 382k | $17M | 5% | Sep 2023 |
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Commonwealth Equity Services | 365k | $19M | 3% | Dec 2023 |
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Tillman Hartley | 358k | $19M | 1% | Dec 2023 |
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Phillips Financial Management | 358k | $19M | 6% | Dec 2023 |
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UBS Group | 346k | $18M | 32% | Dec 2023 |
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Quantum Financial Advisors | 344k | $18M | -3% | Dec 2023 |
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Cardiff Park Advisors | 335k | $18M | -1% | Dec 2023 |
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Mosaic Family Wealth Partners | 333k | $17M | -6% | Dec 2023 |
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Disciplined Equity Management | 332k | $17M | 4% | Dec 2023 |
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Dopkins Wealth Management | 325k | $17M | -14% | Dec 2023 |
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Mather Group | 321k | $17M | 0% | Dec 2023 |
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Steward Financial Group | 315k | $14M | 1% | Sep 2023 |
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Lakeshore Financial Planning | 314k | $14M | 100% | Sep 2023 |
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Vista Wealth Management Group | 308k | $16M | -1% | Dec 2023 |
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Rf&l Wealth Management | 301k | $16M | 0% | Dec 2023 |
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First Command Advisory Services | 298k | $16M | 13% | Dec 2023 |
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Libra Wealth | 294k | $15M | -3% | Dec 2023 |
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New England Private Wealth Advisors | 288k | $15M | 1% | Dec 2023 |
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Rs Crum | 284k | $15M | -1% | Dec 2023 |
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Cetera Investment Advisers | 283k | $13M | 12% | Sep 2023 |
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Keyes, Stange & Wooten Wealth Management | 271k | $14M | 100% | Dec 2023 |
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Compass Advisory Group | 267k | $14M | 30% | Dec 2023 |
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Allen Capital Group | 263k | $14M | 336% | Dec 2023 |
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Mml Investors Services | 262k | $12M | 7% | Sep 2023 |
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Andrews, Lucia Wealth Management | 260k | $14M | 2% | Dec 2023 |
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McLean Asset Management Corp | 259k | $13M | 0% | Dec 2023 |
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G2 Capital Management, Llc / Oh | 257k | $14M | 0% | Dec 2023 |
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BlueSky Wealth Advisors | 257k | $13M | -2% | Dec 2023 |
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AE Wealth Management | 256k | $13M | 15% | Dec 2023 |
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Beacon Pointe Advisors | 240k | $13M | 13% | Dec 2023 |
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Landmark Financial Advisors | 238k | $11M | 5% | Sep 2023 |
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Visionary Wealth Advisors | 236k | $12M | -4% | Dec 2023 |
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Branch Banking & Trust Company | 234k | $12M | 8% | Dec 2023 |
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Ruedi Wealth Management | 225k | $12M | 7% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 223k | $12M | -3% | Dec 2023 |
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Symmetry Partner | 216k | $11M | -1% | Dec 2023 |
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Henrickson Nauta Wealth Advisors | 211k | $11M | 5% | Dec 2023 |
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Raymond James & Associates | 210k | $11M | 0% | Dec 2023 |
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Cook Wealth Management Group | 209k | $11M | 100% | Dec 2023 |
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Equitable Holdings | 208k | $9.5M | 7% | Sep 2023 |
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Robertson Stephens Wealth Management | 198k | $10M | 3% | Dec 2023 |
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Jpmorgan Chase & Co | 195k | $10M | 12% | Dec 2023 |
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ShankerValleau Wealth Advisors | 189k | $9.9M | -2% | Dec 2023 |
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Austin Asset Management | 181k | $9.5M | -1% | Dec 2023 |
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Aspiriant | 179k | $9.4M | -1% | Dec 2023 |
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Spire Wealth Management | 178k | $9.0M | 0% | Dec 2023 |
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American Investment Services | 174k | $9.1M | 0% | Dec 2023 |
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Jane Street | 174k | $9.1M | 48% | Dec 2023 |
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Kestra Advisory Services | 171k | $9.0M | 2% | Dec 2023 |
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Sandy Spring Bank | 171k | $9.0M | 31% | Dec 2023 |
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Legacy Financial Group | 170k | $7.8M | 0% | Sep 2023 |
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Oppenheimer & Co | 152k | $6.9M | 100% | Sep 2023 |
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Lutz Financial Services | 151k | $7.9M | 3% | Dec 2023 |
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Rise Advisors | 151k | $7.9M | 6% | Dec 2023 |
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Glassy Mountain Advisors | 150k | $7.9M | 100% | Dec 2023 |
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DiNuzzo Private Wealth | 150k | $7.8M | 100% | Dec 2023 |
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Sterling Wealth Management | 148k | $7.7M | 100% | Dec 2023 |
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Captrust Financial Advisors | 144k | $7.5M | -5% | Dec 2023 |
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Liberty Wealth Management | 143k | $7.5M | -1% | Dec 2023 |
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Gradient Capital Advisors | 143k | $7.5M | 2% | Dec 2023 |
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Rather & Kittrell | 142k | $7.4M | -2% | Dec 2023 |
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Regions Bank | 140k | $7.3M | 0% | Dec 2023 |
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Northwest Wealth Management | 140k | $7.3M | 0% | Dec 2023 |
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McKinley Carter Wealth Services | 139k | $7.3M | -43% | Dec 2023 |
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Confluence Wealth Services | 137k | $7.2M | 132% | Dec 2023 |
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Cresset Asset Management | 131k | $6.0M | 1% | Sep 2023 |
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Betterment | 131k | $6.8M | 80% | Dec 2023 |
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Stifel Financial | 128k | $6.7M | 41% | Dec 2023 |
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Royal Bank of Canada | 125k | $6.5M | 19% | Dec 2023 |
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RFG Advisory | 122k | $6.4M | -7% | Dec 2023 |
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Activest Wealth Management | 122k | $6.4M | 13% | Dec 2023 |
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Stratos Wealth Partners | 119k | $6.2M | 0% | Dec 2023 |
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Altiora Financial Group | 118k | $5.4M | 0% | Sep 2023 |
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Verdence Capital Advisors | 117k | $6.1M | 0% | Dec 2023 |
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D.A. Davidson & Co. | 116k | $6.1M | -16% | Dec 2023 |
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FinDec Wealth Services | 114k | $6.0M | -19% | Dec 2023 |
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MAI Wealth Advisors | 114k | $6.0M | -1% | Dec 2023 |
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Vawter Financial | 113k | $5.1M | -28% | Sep 2023 |
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Watershed Private Wealth | 109k | $5.7M | -3% | Dec 2023 |
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Cherry Tree Wealth Management | 109k | $5.7M | -2% | Dec 2023 |
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Schoolcraft Capital | 109k | $5.7M | -5% | Dec 2023 |
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Monticello Wealth Management | 107k | $5.6M | -6% | Dec 2023 |
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Red Lighthouse Investment Management | 106k | $5.6M | -3% | Dec 2023 |
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Cypress Point Wealth Management | 104k | $5.5M | -44% | Dec 2023 |
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Advisor Group Holdings | 91k | $4.8M | -76% | Dec 2023 |
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LJI Wealth Management | 60k | $2.7M | -97% | Sep 2023 |
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