Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGR
- CUSIP Number: 25434v658
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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 |
|---|---|---|---|---|---|
| Forum Financial Management | 14M | $362M | 12% | Dec 2023 |
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| CI Private Wealth | 2.2M | $57M | 24% | Dec 2023 |
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| JMG Financial Group | 2.1M | $55M | 26% | Dec 2023 |
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| Private Ocean | 2.0M | $52M | 9% | Mar 2024 |
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| Buckingham Asset Management | 1.7M | $44M | 302% | Dec 2023 |
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| Savant Capital Management | 1.6M | $41M | 81% | Dec 2023 |
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| DiNuzzo Private Wealth | 1.5M | $39M | 100% | Dec 2023 |
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| Quantum Financial Advisors | 876k | $23M | 3901% | Dec 2023 |
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| TCI Wealth Advisors | 673k | $18M | 547% | Dec 2023 |
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| Jane Street | 622k | $16M | 274% | Dec 2023 |
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| Rs Crum | 589k | $15M | 31% | Dec 2023 |
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| SRS Capital Advisors | 576k | $15M | 4% | Dec 2023 |
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| Integris Wealth Management | 492k | $13M | 8% | Dec 2023 |
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| Mosaic Family Wealth Partners | 482k | $13M | -1% | Dec 2023 |
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| Planning Center | 480k | $12M | 3% | Mar 2024 |
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| Creative Capital Management Investments | 478k | $12M | 13% | Mar 2024 |
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| Great Waters Wealth Management | 436k | $11M | 10% | Mar 2024 |
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| WPWealth | 435k | $11M | 43% | Dec 2023 |
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| Private Wealth Management Group | 374k | $9.7M | 100% | Dec 2023 |
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| Syverson Strege & Co | 361k | $9.4M | 100% | Dec 2023 |
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| Buckingham Strategic Partners | 357k | $9.3M | 66% | Dec 2023 |
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| Commonwealth Equity Services | 313k | $8.1M | 6% | Dec 2023 |
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| Total Wealth Planning | 312k | $8.0M | 23% | Mar 2024 |
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| Jentner | 304k | $7.9M | 100% | Dec 2023 |
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| New Capital Management | 290k | $7.4M | -21% | Mar 2024 |
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| Apella Capital | 285k | $7.2M | -21% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 256k | $6.5M | 9% | Mar 2024 |
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| Peirce Capital Management | 247k | $6.4M | 100% | Dec 2023 |
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| Sprinkle Financial Consultants | 233k | $6.1M | 100% | Dec 2023 |
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| Pathstone Holdings | 232k | $6.0M | 100% | Dec 2023 |
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| Advisory Services & Investments | 224k | $5.7M | 4% | Mar 2024 |
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| Evanson Asset Management | 206k | $5.3M | 28% | Mar 2024 |
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| Corrigan Financial | 205k | $5.2M | 85% | Mar 2024 |
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| Level Financial Advisors | 196k | $5.0M | 73% | Mar 2024 |
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| Fundamentun | 192k | $4.9M | 100% | Mar 2024 |
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| Lam Group | 168k | $4.3M | 290% | Mar 2024 |
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| AdvisorNet Financial | 160k | $4.1M | 56% | Mar 2024 |
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| SJS Investment Consulting | 153k | $3.9M | 109% | Mar 2024 |
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| Shotwell Rutter Baer | 153k | $3.9M | 1% | Mar 2024 |
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| Rappaport Reiches Capital Management | 150k | $3.8M | 12% | Mar 2024 |
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| American Investment Services | 150k | $3.9M | 58% | Dec 2023 |
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| Waypoint Capital Advisors | 141k | $3.7M | 100% | Dec 2023 |
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| RFG Advisory | 140k | $3.6M | 6% | Mar 2024 |
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| Great Oak Capital Partners | 135k | $3.4M | -31% | Mar 2024 |
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| Vestmark Advisory Solutions | 131k | $3.4M | 15% | Dec 2023 |
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| Tilson Financial Group | 128k | $3.3M | 115% | Dec 2023 |
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| North Ridge Wealth Advisors | 127k | $3.2M | 12% | Mar 2024 |
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| Geometric Wealth Advisors | 126k | $3.3M | 47% | Dec 2023 |
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| Rather & Kittrell | 118k | $3.1M | 100% | Dec 2023 |
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| Wealth Architects | 117k | $3.0M | 38% | Dec 2023 |
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| Beacon Pointe Advisors | 115k | $3.0M | 5% | Dec 2023 |
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| Flow Traders US | 112k | $2.9M | 690% | Dec 2023 |
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| Chicago Partners Investment | 104k | $2.6M | -2% | Dec 2023 |
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| Waypoint Wealth Partners | 99k | $2.6M | -40% | Dec 2023 |
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| Sterling Financial Planning | 87k | $2.3M | 28% | Dec 2023 |
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| Krilogy Financial | 82k | $2.1M | -38% | Dec 2023 |
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| SOL Capital Management | 79k | $2.0M | 55% | Dec 2023 |
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| Retirement Guys Formula | 79k | $2.0M | 1% | Mar 2024 |
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| Cherry Tree Wealth Management | 73k | $1.9M | 22% | Dec 2023 |
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| Hill Investment Group Partners | 69k | $1.8M | -5% | Dec 2023 |
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| Meritas Wealth Management | 65k | $1.6M | -1% | Mar 2024 |
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| Sage Rhino Capital | 55k | $1.4M | -3% | Dec 2023 |
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| Jpmorgan Chase & Co | 54k | $1.4M | 42% | Dec 2023 |
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| Quarry Hill Advisors | 48k | $1.3M | 98% | Dec 2023 |
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| D.A. Davidson & Co. | 45k | $1.2M | 21% | Dec 2023 |
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| Market Street Wealth Management Advisors | 45k | $1.1M | 15% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 42k | $1.0M | 37% | Mar 2024 |
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| Forum Private Client Group | 40k | $1.1M | 100% | Dec 2023 |
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| McNamara Financial Services | 39k | $1.0M | 16% | Mar 2024 |
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| Creative Planning | 38k | $978k | 100% | Dec 2023 |
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| SC&H Financial Advisors | 35k | $916k | 194% | Dec 2023 |
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| Advisor Group Holdings | 35k | $900k | -78% | Dec 2023 |
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| U.S. Capital Wealth Advisors | 32k | $841k | 0% | Dec 2023 |
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| Modera Wealth Management | 30k | $783k | -2% | Dec 2023 |
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| Abel Hall | 30k | $783k | 100% | Dec 2023 |
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| Trust Co of the South | 30k | $756k | 51% | Mar 2024 |
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| Citadel Advisors | 28k | $735k | 100% | Dec 2023 |
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| Wealthsource Partners | 28k | $735k | 22% | Dec 2023 |
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| Morris Financial Concepts | 28k | $717k | 153% | Mar 2024 |
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| Betterment | 27k | $708k | 100% | Dec 2023 |
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| Equita Financial Network | 26k | $685k | 100% | Dec 2023 |
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| Core Wealth Management | 26k | $672k | 0% | Mar 2024 |
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| Vista Wealth Management Group | 26k | $680k | 0% | Dec 2023 |
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| Sterling Wealth Management | 25k | $638k | 100% | Dec 2023 |
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| Stifel Financial | 22k | $559k | 36% | Dec 2023 |
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| WorthPointe | 21k | $537k | 81% | Dec 2023 |
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| Branch Banking & Trust Company | 21k | $533k | 10% | Dec 2023 |
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| Mattern Wealth Management | 20k | $527k | 5% | Dec 2023 |
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| True Wealth Design | 20k | $522k | -4% | Dec 2023 |
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| Visionary Horizons | 20k | $480k | 22% | Mar 2024 |
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| Cypress Point Wealth Management | 19k | $501k | 7% | Dec 2023 |
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| Abacus Wealth Partners | 19k | $480k | -16% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 18k | $460k | 100% | Dec 2023 |
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| W.H. Cornerstone Investments | 18k | $459k | 100% | Dec 2023 |
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| Collective Family Office | 17k | $428k | -1% | Mar 2024 |
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| Orion Portfolio Solutions | 16k | $425k | -3% | Dec 2023 |
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| KM Capital Management | 16k | $408k | 100% | Dec 2023 |
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| Granite Harbor Advisors | 15k | $398k | 32% | Dec 2023 |
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| Northwest Wealth Management | 15k | $387k | 100% | Dec 2023 |
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| First Pacific Financial | 15k | $375k | 369% | Mar 2024 |
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| Seaside Wealth Management | 14k | $357k | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 14k | $354k | 91% | Dec 2023 |
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| Bay Harbor Wealth Management | 14k | $345k | 19% | Mar 2024 |
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| Delap Wealth Advisory | 13k | $349k | 100% | Dec 2023 |
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| Nwam | 13k | $334k | 9% | Dec 2023 |
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| Firethorn Wealth Partners | 13k | $323k | 100% | Mar 2024 |
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| Frank. Day | 12k | $323k | 100% | Dec 2023 |
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| Rockwood Wealth Management | 12k | $314k | 100% | Mar 2024 |
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| Ruedi Wealth Management | 12k | $306k | 37% | Dec 2023 |
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| Farther Finance Advisors | 11k | $289k | 1054% | Dec 2023 |
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| Jackson Thornton Asset Management | 11k | $286k | 100% | Dec 2023 |
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| Hutchens & Kramer Investment Management Group | 11k | $272k | 100% | Dec 2023 |
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| Five Oceans Advisors | 10k | $266k | 5% | Mar 2024 |
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| Capital Performance Advisors | 10k | $270k | 100% | Dec 2023 |
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| Shearwater Capital | 10k | $257k | 13% | Mar 2024 |
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| Wealthstream Advisors | 9.8k | $254k | 100% | Dec 2023 |
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| Trexquant Investment | 9.7k | $251k | 100% | Dec 2023 |
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| Smartleaf Asset Management | 9.7k | $253k | 100% | Dec 2023 |
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| Larson Financial Group | 9.6k | $248k | 2% | Dec 2023 |
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| Physician Wealth Solutions | 8.1k | $208k | 3% | Mar 2024 |
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| Warwick Investment Management | 8.1k | $210k | 100% | Dec 2023 |
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| Ronald Blue Trust | 7.2k | $162k | 68% | Dec 2023 |
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| Hanson McClain Advisors | 6.9k | $180k | 100% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 6.2k | $161k | 2% | Dec 2023 |
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| Red Lighthouse Investment Management | 2.4k | $62k | 21% | Dec 2023 |
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| Royal Bank of Canada | 2.1k | $52k | 638% | Dec 2023 |
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| Aspire Private Capital | 1.6k | $41k | 64% | Mar 2024 |
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| Aspire Wealth Management Corp | 1.2k | $30k | 0% | Dec 2023 |
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| Bank of America Corporation | 974.00 | $25k | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 788.00 | $20k | 0% | Mar 2024 |
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| Advisory Services Network | 103.00 | $2.7k | 100% | Dec 2023 |
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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 | 551k | $12M |
| BetterWealth | Dec 2023 | 171k | $4.5M |
| Alpha Financial Advisors | Sep 2023 | 120k | $2.7M |
| Cable Hill Partners | Sep 2023 | 34k | $758k |
| Cravens & Co Advisors | Sep 2023 | 20k | $447k |
| CWM | Dec 2023 | 211.00 | $5.0k |