Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSB
- CUSIP Number: 25434v674
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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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 1.8M | $93M | -23% | Mar 2024 |
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| RFG Advisory | 204k | $11M | 4% | Mar 2024 |
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| Dimensional Fund Advisors | 200k | $10M | 0% | Dec 2023 |
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| Quantum Financial Advisors | 111k | $5.7M | 182% | Dec 2023 |
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| CI Private Wealth | 73k | $3.8M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 61k | $3.2M | 14% | Dec 2023 |
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| Apella Capital | 40k | $2.0M | 223% | Mar 2024 |
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| Citadel Advisors | 24k | $1.2M | -74% | Dec 2023 |
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| Modera Wealth Management | 15k | $802k | 76% | Dec 2023 |
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| BetterWealth | 15k | $787k | 4% | Dec 2023 |
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| DiNuzzo Private Wealth | 14k | $747k | 100% | Dec 2023 |
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| Creative Capital Management Investments | 13k | $669k | 0% | Dec 2023 |
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| Concord Wealth Partners | 12k | $601k | 100% | Dec 2023 |
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| Hart & Patterson Financial Group | 9.7k | $501k | 83% | Mar 2024 |
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| RAM Investment Partners | 9.5k | $492k | 100% | Dec 2023 |
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| HighTower Advisors | 9.1k | $472k | -35% | Dec 2023 |
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| Buckingham Strategic Partners | 8.9k | $460k | 9% | Dec 2023 |
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| LifePro Asset Management | 6.0k | $312k | -3% | Dec 2023 |
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| Kestra Advisory Services | 5.9k | $306k | 0% | Dec 2023 |
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| Jentner | 5.3k | $276k | 0% | Dec 2023 |
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| Pathstone Holdings | 4.8k | $251k | 100% | Dec 2023 |
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| Level Financial Advisors | 4.4k | $227k | 10% | Dec 2023 |
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| Grand Wealth Management | 3.9k | $202k | 35% | Dec 2023 |
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| JFS Wealth Advisors | 3.1k | $162k | -6% | Dec 2023 |
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| Orion Capital Management | 2.7k | $138k | 3% | Dec 2023 |
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| Cardiff Park Advisors | 1.5k | $76k | 4% | Dec 2023 |
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| McIlrath & Eck | 1.4k | $71k | 3% | Dec 2023 |
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| UBS Group | 1.2k | $61k | 100% | Dec 2023 |
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| Zrc Wealth Management | 588.00 | $29k | 0% | Dec 2023 |
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| Elevate Wealth Advisory | 351.00 | $18k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 200.00 | $10k | 0% | Dec 2023 |
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| Sym Financial Corporation | 81.00 | $4.2k | 0% | Dec 2023 |
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| CWM | 26.00 | $999.999000 | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 22.00 | $1.1k | -99% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2023 | 64k | $3.2M |
| Tanager Wealth Management | Sep 2023 | 6.2k | $308k |
| AdvisorNet Financial | Dec 2023 | 135.00 | $7.0k |