Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFLV
- CUSIP Number: 25434v666
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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 |
---|---|---|---|---|---|
Pathstone Holdings | 3.2M | $87M | 100% | Dec 2023 |
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CI Private Wealth | 3.2M | $87M | 14% | Dec 2023 |
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Mosaic Family Wealth Partners | 2.1M | $56M | -6% | Dec 2023 |
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EP Wealth Advisors | 1.9M | $53M | 34% | Dec 2023 |
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DiNuzzo Private Wealth | 1.9M | $51M | 100% | Dec 2023 |
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Truepoint | 1.4M | $39M | 20% | Dec 2023 |
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Cable Hill Partners | 1.4M | $37M | 13% | Dec 2023 |
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WPWealth | 1.0M | $27M | 26% | Dec 2023 |
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Regal Wealth Group | 823k | $22M | 0% | Dec 2023 |
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Mather Group | 792k | $21M | 0% | Mar 2024 |
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Team Hewins | 703k | $19M | 9% | Dec 2023 |
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Great Oak Capital Partners | 682k | $20M | 16% | Mar 2024 |
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Wealth Enhancement Advisory Services | 662k | $20M | 6% | Mar 2024 |
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Phillips Financial Management | 654k | $20M | 23% | Mar 2024 |
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Beacon Pointe Advisors | 633k | $17M | 15% | Dec 2023 |
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SRS Capital Advisors | 621k | $17M | 5% | Dec 2023 |
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Bank Of Montreal | 608k | $17M | 40% | Dec 2023 |
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Acropolis Investment Management | 600k | $18M | 10% | Mar 2024 |
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Total Wealth Planning | 575k | $17M | 16% | Mar 2024 |
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Acorn Creek Capital | 502k | $14M | 100% | Dec 2023 |
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HighTower Advisors | 459k | $12M | 20% | Dec 2023 |
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Corrigan Financial | 422k | $13M | 64% | Mar 2024 |
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Liberty Wealth Management | 396k | $11M | -1% | Dec 2023 |
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Jentner | 392k | $11M | 232% | Dec 2023 |
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Larson Financial Group | 365k | $9.9M | 17% | Dec 2023 |
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Schoolcraft Capital | 353k | $11M | 16% | Mar 2024 |
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Evanson Asset Management | 332k | $10M | 63% | Mar 2024 |
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Tilson Financial Group | 331k | $8.9M | 95% | Dec 2023 |
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Cardiff Park Advisors | 331k | $9.6M | 1122% | Dec 2023 |
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Savant Capital Management | 324k | $8.8M | -21% | Dec 2023 |
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FinDec Wealth Services | 321k | $8.7M | -33% | Dec 2023 |
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Wealth Architects | 318k | $8.6M | 28% | Dec 2023 |
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VeraBank | 304k | $8.2M | 20% | Dec 2023 |
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RFG Advisory | 281k | $8.4M | 1% | Mar 2024 |
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Chicago Partners Investment | 243k | $6.5M | 13% | Dec 2023 |
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Austin Asset Management | 235k | $6.4M | 4% | Dec 2023 |
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Monograph Wealth Advisors | 230k | $6.2M | 100% | Dec 2023 |
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Lauer Wealth | 223k | $6.5M | 0% | Mar 2024 |
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Quent Capital | 189k | $5.1M | 59% | Dec 2023 |
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Francis Financial | 178k | $5.4M | 18% | Mar 2024 |
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Gemmer Asset Management | 164k | $4.9M | 5% | Mar 2024 |
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Advisory Services & Investments | 147k | $4.4M | 45% | Mar 2024 |
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Jane Street | 139k | $3.8M | 100% | Dec 2023 |
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Frank. Day | 134k | $3.6M | -3% | Dec 2023 |
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Sax Wealth Advisors | 132k | $3.6M | 98% | Dec 2023 |
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Diversified Portfolios | 122k | $3.3M | 21% | Dec 2023 |
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Modera Wealth Management | 115k | $3.1M | 250% | Dec 2023 |
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Disciplined Investments | 115k | $3.4M | 13% | Mar 2024 |
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Commonwealth Equity Services | 113k | $3.0M | 69% | Dec 2023 |
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Ruedi Wealth Management | 112k | $3.0M | 219% | Dec 2023 |
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Peninsula Wealth | 104k | $2.8M | 4% | Dec 2023 |
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Pine Harbor Wealth Management | 103k | $2.8M | 100% | Dec 2023 |
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Glass Jacobson Investment Advisors | 86k | $2.3M | 20% | Dec 2023 |
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Cordant | 84k | $2.5M | 67% | Mar 2024 |
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Elevate Wealth Advisory | 80k | $2.2M | 100% | Dec 2023 |
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Mustard Seed Financial | 77k | $2.3M | 100% | Mar 2024 |
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American Investment Services | 76k | $2.1M | 172% | Dec 2023 |
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Ronald Blue Trust | 76k | $1.9M | 59% | Dec 2023 |
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Retirement Guys Formula | 75k | $2.3M | -33% | Mar 2024 |
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Studio Investment Management | 71k | $1.9M | 1% | Dec 2023 |
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Trinity Financial Advisors | 70k | $2.1M | 2% | Mar 2024 |
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BFSG | 66k | $2.0M | 9% | Mar 2024 |
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Maryland Capital Advisors | 64k | $1.9M | 11% | Mar 2024 |
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Goldman Sachs Group | 64k | $1.7M | 100% | Dec 2023 |
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Envision Financial Planning | 64k | $1.7M | 9% | Dec 2023 |
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Financial Counselors | 63k | $1.7M | 165% | Dec 2023 |
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Level Financial Advisors | 61k | $1.8M | 110% | Mar 2024 |
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Criterion Capital Advisors | 56k | $1.7M | 14% | Mar 2024 |
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Sandy Spring Bank | 54k | $1.5M | 820% | Dec 2023 |
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SC&H Financial Advisors | 53k | $1.4M | 4% | Dec 2023 |
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Collective Family Office | 52k | $1.6M | -1% | Mar 2024 |
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Cambridge Investment Research Advisors | 45k | $1.3M | 71% | Mar 2024 |
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DBK Financial Counsel | 44k | $1.3M | 95% | Mar 2024 |
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Emprise Bank | 44k | $1.3M | 100% | Mar 2024 |
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Sprinkle Financial Consultants | 44k | $1.2M | 100% | Dec 2023 |
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Essex Financial Services | 42k | $1.3M | -6% | Mar 2024 |
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TCI Wealth Advisors | 42k | $1.1M | 94% | Dec 2023 |
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Gradient Capital Advisors | 42k | $1.2M | 15% | Mar 2024 |
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H D Vest Advisory Services | 41k | $1.1M | 100% | Dec 2023 |
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Compass Financial | 38k | $1.0M | 18% | Dec 2023 |
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Zhang Financial | 30k | $818k | 100% | Dec 2023 |
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Sterling Wealth Management | 30k | $803k | 100% | Dec 2023 |
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GEM Asset Management | 29k | $777k | 3% | Dec 2023 |
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Mraz, Amerine & Associates | 28k | $763k | 100% | Dec 2023 |
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Betterment | 28k | $743k | 166% | Dec 2023 |
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Morris Financial Concepts | 27k | $805k | 6% | Mar 2024 |
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Private Advisor | 27k | $717k | 128% | Dec 2023 |
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Farther Finance Advisors | 26k | $699k | 100% | Dec 2023 |
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Mariner Wealth Advisors | 26k | $693k | 100% | Dec 2023 |
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Mercer Global Advisors | 25k | $687k | -10% | Dec 2023 |
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Builder Investment Group | 25k | $665k | 18% | Dec 2023 |
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Bromfield Sneider Wealth Advisors | 21k | $627k | 0% | Mar 2024 |
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Aire Advisors | 19k | $521k | 40% | Dec 2023 |
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Oceanside Advisors | 18k | $484k | 100% | Dec 2023 |
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Buckingham Asset Management | 17k | $469k | 100% | Dec 2023 |
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My Personal CFO | 14k | $427k | -7% | Mar 2024 |
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Keb Asset Management | 13k | $399k | 0% | Mar 2024 |
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Sym Financial Corporation | 13k | $354k | 100% | Dec 2023 |
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RCS Financial Planning | 13k | $341k | 1% | Dec 2023 |
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Warner Financial | 12k | $371k | 32% | Mar 2024 |
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Asset Dedication | 12k | $368k | 742% | Mar 2024 |
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FineMark National Bank & Trust | 12k | $326k | 100% | Dec 2023 |
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Advisor Group Holdings | 12k | $314k | -9% | Dec 2023 |
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McClarren Financial Advisors | 11k | $368k | 59% | Dec 2023 |
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Foster Group | 11k | $324k | 100% | Mar 2024 |
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Americana Partners | 11k | $287k | 0% | Dec 2023 |
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Kestra Advisory Services | 10k | $280k | 1% | Dec 2023 |
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Tortoise Investment Management | 10k | $272k | 0% | Dec 2023 |
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Hutchens & Kramer Investment Management Group | 9.7k | $263k | -35% | Dec 2023 |
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Bank of America Corporation | 9.4k | $254k | 7% | Dec 2023 |
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Wealthcare Advisory Partners | 9.0k | $271k | 0% | Mar 2024 |
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Family CFO | 8.5k | $254k | 91% | Mar 2024 |
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SOL Capital Management | 8.4k | $228k | 0% | Dec 2023 |
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Fonville Wealth Management | 7.5k | $202k | 100% | Dec 2023 |
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D. E. Shaw & Co | 7.4k | $201k | 100% | Dec 2023 |
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Steward Partners Investment Advisory | 6.2k | $167k | -4% | Dec 2023 |
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Royal Bank of Canada | 2.9k | $79k | 1015% | Dec 2023 |
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Avondale Wealth Management | 2.8k | $76k | 285% | Dec 2023 |
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EverSource Wealth Advisors | 2.5k | $69k | 100% | Dec 2023 |
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Ancora Advisors | 1.9k | $50k | 0% | Dec 2023 |
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IFP Advisors | 1.5k | $41k | 50% | Dec 2023 |
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Cherry Tree Wealth Management | 1.3k | $34k | 0% | Dec 2023 |
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Annapolis Financial Services | 1.2k | $35k | -95% | Mar 2024 |
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Parkside Financial Bank & Trust | 1.1k | $30k | 0% | Dec 2023 |
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Global Trust Asset Management | 902.00 | $27k | 0% | Mar 2024 |
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Hanson McClain Advisors | 856.00 | $23k | 100% | Dec 2023 |
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AdvisorNet Financial | 800.00 | $24k | 0% | Mar 2024 |
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Signature Resources Capital Management | 651.00 | $18k | 0% | Mar 2024 |
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Lam Group | 620.00 | $19k | 1278% | Mar 2024 |
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City State Bank | 570.00 | $17k | 2% | Mar 2024 |
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Jpmorgan Chase & Co | 528.00 | $14k | 100% | Dec 2023 |
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DecisionPoint Financial | 415.00 | $11k | 100% | Dec 2023 |
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Simplex Trading | 133.00 | $3.0k | 478% | Dec 2023 |
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Financial Synergies Wealth Advisors | 33.00 | $992.999700 | 100% | Mar 2024 |
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Hartland & Co | 17.00 | $459.999600 | 100% | Dec 2023 |
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JJJ Advisors | 5.00 | $150.000000 | 100% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mutual Advisors | Sep 2023 | 57k | $1.4M |
Flow Traders US | Sep 2023 | 25k | $628k |
Citadel Advisors | Sep 2023 | 8.4k | $209k |
Tempus Wealth Planning | Dec 2023 | 7.9k | $215k |