Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSI
- CUSIP Number: 25434v690
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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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 883k | $28M | 1% | Dec 2023 |
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| Francis Financial | 462k | $16M | 11% | Mar 2024 |
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| Abacus Wealth Partners | 435k | $15M | 2% | Mar 2024 |
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| AE Wealth Management | 410k | $13M | 3% | Dec 2023 |
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| Retirement Solution | 407k | $13M | 2% | Dec 2023 |
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| Vista Wealth Management Group | 379k | $12M | 4% | Dec 2023 |
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| Awm Capital | 325k | $10M | -46% | Dec 2023 |
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| Forum Financial Management | 241k | $7.7M | 91% | Dec 2023 |
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| Greenspring Advisors | 204k | $6.5M | 0% | Dec 2023 |
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| Planning Center | 192k | $6.1M | 40% | Dec 2023 |
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| New Capital Management | 135k | $4.6M | -19% | Mar 2024 |
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| CI Private Wealth | 133k | $4.3M | 1044% | Dec 2023 |
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| Five Oceans Advisors | 123k | $4.1M | 19% | Mar 2024 |
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| Heritage Financial Services | 122k | $3.9M | 3% | Dec 2023 |
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| Pathstone Holdings | 122k | $3.9M | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 115k | $3.9M | 9% | Mar 2024 |
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| Asset Dedication | 104k | $3.5M | 11% | Mar 2024 |
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| Jane Street | 85k | $2.7M | -73% | Dec 2023 |
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| Apella Capital | 71k | $2.4M | 201% | Mar 2024 |
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| Flow Traders US | 68k | $2.2M | -20% | Dec 2023 |
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| Quarry Hill Advisors | 66k | $2.1M | 66% | Dec 2023 |
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| Savant Capital Management | 57k | $1.8M | 71% | Dec 2023 |
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| Northland Capital Management | 50k | $1.6M | 2% | Dec 2023 |
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| RAM Investment Partners | 48k | $1.5M | -1% | Dec 2023 |
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| Perigon Wealth Management | 48k | $1.5M | 100% | Dec 2023 |
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| Nwam | 46k | $1.5M | 5% | Dec 2023 |
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| Hutchinson Capital Management | 43k | $1.4M | 28% | Dec 2023 |
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| Buckingham Strategic Partners | 43k | $1.4M | 21% | Dec 2023 |
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| Private Ocean | 41k | $1.4M | 0% | Mar 2024 |
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| Trellis Wealth Advisors | 41k | $1.3M | -47% | Dec 2023 |
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| Syverson Strege & Co | 41k | $1.3M | 100% | Dec 2023 |
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| Revolve Wealth Partners | 38k | $1.3M | 39% | Mar 2024 |
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| Truepoint | 37k | $1.2M | 1% | Dec 2023 |
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| MB Generational Wealth | 37k | $1.2M | 100% | Dec 2023 |
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| BetterWealth | 35k | $1.1M | 4% | Dec 2023 |
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| Parkside Financial Bank & Trust | 34k | $1.1M | 100% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 31k | $984k | 100% | Dec 2023 |
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| DiNuzzo Private Wealth | 30k | $946k | 100% | Dec 2023 |
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| Cook Wealth Management Group | 29k | $908k | 100% | Dec 2023 |
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| Addison Advisors | 28k | $894k | 276% | Dec 2023 |
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| Shira Ridge Wealth Management | 24k | $816k | 3% | Mar 2024 |
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| Wealth Architects | 24k | $763k | 13% | Dec 2023 |
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| Commonwealth Equity Services | 23k | $721k | 0% | Dec 2023 |
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| Buckingham Asset Management | 21k | $687k | -13% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 21k | $695k | 1% | Mar 2024 |
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| Modera Wealth Management | 20k | $649k | 0% | Dec 2023 |
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| Grand Wealth Management | 18k | $568k | -4% | Dec 2023 |
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| Cordant | 17k | $577k | 26% | Mar 2024 |
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| Carlson Capital Management | 17k | $572k | -3% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 17k | $544k | 17% | Dec 2023 |
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| Advisory Services & Investments | 17k | $560k | 100% | Mar 2024 |
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| Warren Averett Asset Management | 16k | $505k | -27% | Dec 2023 |
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| Walden Wealth Partners | 15k | $482k | 100% | Dec 2023 |
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| Waypoint Wealth Partners | 15k | $472k | 5% | Dec 2023 |
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| North Ridge Wealth Advisors | 14k | $446k | -25% | Dec 2023 |
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| Chicago Partners Investment | 14k | $438k | 0% | Dec 2023 |
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| Investment Advisory Group | 12k | $393k | 0% | Dec 2023 |
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| Kestra Advisory Services | 12k | $382k | 100% | Dec 2023 |
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| HighTower Advisors | 11k | $362k | 43% | Dec 2023 |
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| UMA Financial Services | 11k | $357k | 100% | Mar 2024 |
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| TCI Wealth Advisors | 9.6k | $308k | 0% | Dec 2023 |
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| Orion Capital Management | 9.3k | $300k | 4% | Dec 2023 |
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| AdvisorNet Financial | 9.3k | $312k | -51% | Mar 2024 |
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| Tanager Wealth Management | 8.5k | $271k | 100% | Dec 2023 |
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| RHS Financial | 7.2k | $241k | 100% | Mar 2024 |
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| Morling Financial Advisors | 7.1k | $227k | 100% | Dec 2023 |
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| Acorn Creek Capital | 6.3k | $201k | 100% | Dec 2023 |
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| Red Tortoise | 6.1k | $194k | 0% | Dec 2023 |
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| Financial Connections Group | 5.4k | $173k | 9% | Dec 2023 |
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| Cardiff Park Advisors | 4.0k | $128k | 0% | Dec 2023 |
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| McClarren Financial Advisors | 3.6k | $115k | -20% | Dec 2023 |
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| Glassman Wealth Services | 3.3k | $107k | 9% | Dec 2023 |
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| Hanson McClain Advisors | 3.0k | $96k | 0% | Dec 2023 |
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| Red Lighthouse Investment Management | 2.9k | $92k | 0% | Dec 2023 |
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| True Wealth Design | 2.7k | $87k | 100% | Dec 2023 |
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| Elevate Wealth Advisory | 2.4k | $77k | 100% | Dec 2023 |
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| JFS Wealth Advisors | 2.0k | $66k | 0% | Dec 2023 |
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| Creative Capital Management Investments | 1.8k | $56k | 20% | Dec 2023 |
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| Criterion Capital Advisors | 1.4k | $48k | 127% | Mar 2024 |
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| Cherry Tree Wealth Management | 713.00 | $23k | 0% | Dec 2023 |
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| Signature Resources Capital Management | 687.00 | $22k | 0% | Mar 2024 |
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| Level Financial Advisors | 513.00 | $16k | 134% | Dec 2023 |
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| Zrc Wealth Management | 452.00 | $13k | 0% | Dec 2023 |
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| Farther Finance Advisors | 436.00 | $14k | 0% | Dec 2023 |
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| Mendota Financial Group | 394.00 | $13k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 362.00 | $12k | -85% | Dec 2023 |
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| Tortoise Investment Management | 340.00 | $11k | 0% | Dec 2023 |
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| Blume Capital Management | 150.00 | $4.8k | 0% | Dec 2023 |
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| McIlrath & Eck | 129.00 | $4.1k | 0% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 100.00 | $3.2k | 0% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 89.00 | $2.9k | -96% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 57k | $1.6M |
| Brighton Jones | Sep 2023 | 8.8k | $252k |
| Annapolis Financial Services | Dec 2023 | 1.4k | $46k |
| Wells Fargo & Company | Sep 2023 | 1.2k | $35k |