Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAC
- CUSIP Number: 25434v708
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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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 41M | $1.2B | 18% | Dec 2023 |
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| Forum Financial Management | 40M | $1.2B | 3% | Dec 2023 |
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| Buckingham Asset Management | 38M | $1.1B | 0% | Dec 2023 |
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| Plan | 11M | $322M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 10M | $298M | 1% | Dec 2023 |
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| SJS Investment Consulting | 9.0M | $289M | 1% | Mar 2024 |
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| Rockwood Wealth Management | 8.9M | $286M | 3% | Mar 2024 |
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| Apella Capital | 7.1M | $225M | 13% | Mar 2024 |
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| Greenspring Advisors | 7.1M | $207M | 3% | Dec 2023 |
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| Private Ocean | 7.0M | $223M | -5% | Mar 2024 |
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| HighTower Advisors | 6.9M | $202M | -2% | Dec 2023 |
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| Buckingham Strategic Partners | 6.4M | $187M | -25% | Dec 2023 |
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| Geometric Wealth Advisors | 6.4M | $187M | 6% | Dec 2023 |
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| Monograph Wealth Advisors | 6.2M | $182M | 6% | Dec 2023 |
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| Savant Capital Management | 5.9M | $173M | 2% | Dec 2023 |
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| Heritage Financial Services | 5.6M | $163M | 1% | Dec 2023 |
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| CI Private Wealth | 5.3M | $155M | 2% | Dec 2023 |
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| Modera Wealth Management | 5.2M | $153M | 2% | Dec 2023 |
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| Hill Investment Group Partners | 5.0M | $145M | 5% | Dec 2023 |
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| Pure Financial Advisors | 4.9M | $157M | -2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 4.5M | $145M | 0% | Mar 2024 |
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| Baird Financial | 4.5M | $132M | 4% | Dec 2023 |
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| Tfo-tdc | 4.5M | $129B | -1% | Dec 2023 |
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| Jackson Thornton Asset Management | 4.4M | $128M | -4% | Dec 2023 |
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| Austin Asset Management | 4.3M | $125M | 1% | Dec 2023 |
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| Bridgeworth | 4.2M | $122M | -1% | Dec 2023 |
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| Cardiff Park Advisors | 4.1M | $121M | -1% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4.1M | $121M | 11% | Dec 2023 |
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| HPM Partners | 4.0M | $116M | -1% | Dec 2023 |
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| Evanson Asset Management | 4.0M | $127M | 1% | Mar 2024 |
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| McGlone Suttner Wealth Management | 3.5M | $111M | -24% | Mar 2024 |
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| UBS Group | 3.5M | $102M | 0% | Dec 2023 |
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| Syverson Strege & Co | 3.4M | $101M | -1% | Dec 2023 |
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| Asset Dedication | 3.4M | $110M | 9% | Mar 2024 |
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| Hanson McClain Advisors | 3.3M | $97M | -1% | Dec 2023 |
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| Onyx Financial Advisors | 3.3M | $105M | 7% | Mar 2024 |
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| Assetmark | 3.2M | $94M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 3.2M | $94M | 0% | Dec 2023 |
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| Altiora Financial Group | 3.1M | $99M | 20% | Mar 2024 |
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| Core Wealth Management | 3.0M | $95M | 3% | Mar 2024 |
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| JFS Wealth Advisors | 2.9M | $85M | 7% | Dec 2023 |
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| BetterWealth | 2.9M | $92M | -1% | Mar 2024 |
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| Millburn Ridgefield | 2.9M | $84M | -3% | Dec 2023 |
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| BKD Wealth Advisors | 2.9M | $91M | 0% | Mar 2024 |
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| New Capital Management | 2.8M | $89M | 15% | Mar 2024 |
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| Warwick Investment Management | 2.8M | $81M | 0% | Dec 2023 |
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| First Ascent Asset Management | 2.8M | $80M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 2.7M | $87M | 12% | Mar 2024 |
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| Conrad Siegel Investment Advisors | 2.7M | $85M | 109% | Mar 2024 |
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| Vestmark Advisory Solutions | 2.6M | $78M | 20% | Dec 2023 |
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| Awm Capital | 2.5M | $80M | 5% | Mar 2024 |
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| Waypoint Wealth Partners | 2.4M | $71M | 3% | Dec 2023 |
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| Grand Wealth Management | 2.4M | $70M | 0% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 2.3M | $68M | -4% | Dec 2023 |
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| Frank. Day | 2.3M | $66M | 3% | Dec 2023 |
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| Ruedi Wealth Management | 2.2M | $65M | 6% | Dec 2023 |
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| WorthPointe | 2.2M | $65M | 1% | Dec 2023 |
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| ShankerValleau Wealth Advisors | 2.2M | $71M | -1% | Mar 2024 |
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| RAM Investment Partners | 2.2M | $64M | 1% | Dec 2023 |
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| Heritage Investment Group | 2.2M | $64M | -1% | Dec 2023 |
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| DecisionPoint Financial | 2.1M | $62M | 11% | Dec 2023 |
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| Safeguard Investment Advisory Group | 2.1M | $62M | 7% | Dec 2023 |
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| Bank of America Corporation | 2.1M | $62M | 35% | Dec 2023 |
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| Planning Center | 2.1M | $66M | -2% | Mar 2024 |
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| Sax Wealth Advisors | 2.0M | $60M | 4% | Dec 2023 |
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| Park Avenue Securities | 2.0M | $65M | 7% | Mar 2024 |
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| Cambridge Investment Research Advisors | 1.9M | $57M | -6% | Dec 2023 |
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| Creative Planning | 1.9M | $56M | 72% | Dec 2023 |
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| Tillman Hartley | 1.9M | $56M | 0% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 1.9M | $55M | 0% | Dec 2023 |
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| Vista Wealth Management Group | 1.8M | $54M | 0% | Dec 2023 |
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| Keb Asset Management | 1.8M | $54M | -1% | Dec 2023 |
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| Baker Boyer National Bank | 1.8M | $58M | 3% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 1.7M | $54M | 3% | Mar 2024 |
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| Kestra Advisory Services | 1.7M | $50M | 5% | Dec 2023 |
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| Vance Wealth | 1.7M | $50M | -4% | Dec 2023 |
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| Shearwater Capital | 1.7M | $54M | 1% | Mar 2024 |
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| Zhang Financial | 1.7M | $49M | 24% | Dec 2023 |
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| Advisor Group Holdings | 1.7M | $48M | -48% | Dec 2023 |
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| Capital Performance Advisors | 1.6M | $48M | 0% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 1.6M | $47M | -1% | Dec 2023 |
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| SC&H Financial Advisors | 1.6M | $47M | 9% | Dec 2023 |
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| True Wealth Design | 1.6M | $47M | 5% | Dec 2023 |
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| Lincoln National | 1.6M | $46M | 2% | Dec 2023 |
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| TCI Wealth Advisors | 1.6M | $46M | 1% | Dec 2023 |
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| Chicago Partners Investment | 1.6M | $46M | 2% | Dec 2023 |
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| Perigon Wealth Management | 1.5M | $45M | 2% | Dec 2023 |
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| Capstone Capital Wealth Advisors | 1.5M | $48M | 10% | Mar 2024 |
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| Monument Group Wealth Advisors | 1.5M | $44M | 100% | Dec 2023 |
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| Chico Wealth RIA | 1.5M | $47M | 5% | Mar 2024 |
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| Fundamentun | 1.5M | $47M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 1.5M | $42M | 16% | Dec 2023 |
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| Paragon Wealth Strategies | 1.4M | $42M | 100% | Dec 2023 |
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| Ballentine Capital Advisors | 1.4M | $43M | 100% | Dec 2023 |
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| Betterment | 1.4M | $42M | 26% | Dec 2023 |
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| Efficient Advisors | 1.4M | $41M | 1% | Dec 2023 |
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| Grunden Financial Advisory | 1.4M | $41M | 100% | Dec 2023 |
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| Private Advisor | 1.4M | $41M | 13% | Dec 2023 |
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| Lauterbach Financial Advisors | 1.3M | $39M | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.3M | $38M | 24% | Dec 2023 |
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| Helen Stephens Group | 1.3M | $42M | 19% | Mar 2024 |
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| Austin Wealth Management | 1.3M | $39M | -5% | Dec 2023 |
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| Summit Wealth Group | 1.3M | $38M | 2% | Dec 2023 |
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| Rs Crum | 1.3M | $38M | 4% | Dec 2023 |
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| PBMares Wealth Management | 1.3M | $37M | 5% | Dec 2023 |
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| BCU Wealth Advisors | 1.3M | $37M | 100% | Dec 2023 |
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| Bayshore Asset Management | 1.2M | $37M | 1% | Dec 2023 |
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| Rather & Kittrell | 1.2M | $36M | 2% | Dec 2023 |
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| Royal Bank of Canada | 1.2M | $35M | 22% | Dec 2023 |
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| Northwest Wealth Management | 1.2M | $35M | 35% | Dec 2023 |
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| Creative Capital Management Investments | 1.2M | $38M | 13% | Mar 2024 |
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| Applied Capital | 1.2M | $37M | 4% | Mar 2024 |
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| One Degree Advisors | 1.1M | $34M | 100% | Dec 2023 |
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| Trust Co of the South | 1.1M | $37M | 12% | Mar 2024 |
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| Red Lighthouse Investment Management | 1.1M | $33M | -1% | Dec 2023 |
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| Cherrydale Wealth Management | 1.1M | $35M | 0% | Mar 2024 |
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| FirstPurpose Wealth | 1.1M | $33M | 0% | Mar 2024 |
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| Morton Capital Management | 1.1M | $34M | 7% | Mar 2024 |
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| Great Valley Advisor Group | 1.1M | $31M | 57% | Dec 2023 |
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| Glassman Wealth Services | 1.1M | $31M | 12% | Dec 2023 |
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| EP Wealth Advisors | 983k | $29M | 0% | Dec 2023 |
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| North Ridge Wealth Advisors | 982k | $29M | 5% | Dec 2023 |
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| Straight Path Wealth Management | 973k | $28M | 16% | Dec 2023 |
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| Wealthstream Advisors | 973k | $28M | 13% | Dec 2023 |
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| Dopkins Wealth Management | 946k | $28M | -14% | Dec 2023 |
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| Mather Group | 934k | $27M | 0% | Mar 2024 |
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| Liberty Wealth Management | 933k | $27M | -2% | Dec 2023 |
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| Trellis Wealth Advisors | 932k | $30M | 3% | Mar 2024 |
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| DiNuzzo Private Wealth | 930k | $27M | 100% | Dec 2023 |
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| Financial Symmetry | 928k | $27M | 100% | Dec 2023 |
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| WMS Partners | 913k | $27M | 0% | Dec 2023 |
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| IFG Advisory | 907k | $27M | 1% | Dec 2023 |
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| Phillips Financial Management | 890k | $28M | -10% | Mar 2024 |
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| Midwest Heritage Bank | 888k | $26M | 1% | Dec 2023 |
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| Robertson Stephens Wealth Management | 868k | $25M | 0% | Dec 2023 |
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| Ml & R Wealth Management | 845k | $25M | 2% | Dec 2023 |
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| Captrust Financial Advisors | 831k | $24M | 0% | Dec 2023 |
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| Umb Bank N A | 823k | $24M | 0% | Dec 2023 |
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| Branch Banking & Trust Company | 809k | $24M | 1% | Dec 2023 |
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| Walden Wealth Partners | 799k | $23M | 100% | Dec 2023 |
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| Abel Hall | 796k | $23M | 100% | Dec 2023 |
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| Soundmark Wealth Management | 793k | $25M | 2% | Mar 2024 |
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| Private Wealth Management Group | 781k | $23M | 100% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 780k | $23M | -1% | Dec 2023 |
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| Peirce Capital Management | 780k | $23M | 100% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 775k | $23M | 100% | Dec 2023 |
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| Root Financial Partners | 755k | $22M | 1% | Dec 2023 |
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| Kraft Asset Management | 723k | $21M | 0% | Dec 2023 |
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| Symmetry Partner | 701k | $21M | -2% | Dec 2023 |
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| Schulz Wealth | 698k | $22M | 15% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 1.3M | $34M |