Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSU
- CUSIP Number: 25434v716
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop 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 |
---|---|---|---|---|---|
AE Wealth Management | 6.2M | $197M | 1% | Dec 2023 |
|
Retirement Solution | 6.2M | $192M | 1% | Dec 2023 |
|
Quantum Financial Advisors | 2.0M | $69M | 12% | Mar 2024 |
|
Awm Capital | 1.9M | $65M | 15% | Mar 2024 |
|
Abacus Wealth Partners | 898k | $31M | 1% | Mar 2024 |
|
Vista Wealth Management Group | 448k | $15M | 14% | Mar 2024 |
|
Gibson Capital | 419k | $14M | 0% | Mar 2024 |
|
Forum Financial Management | 355k | $11M | 72% | Dec 2023 |
|
Wealth Enhancement Advisory Services | 340k | $12M | 6% | Mar 2024 |
|
New Capital Management | 310k | $11M | 26% | Mar 2024 |
|
Buckingham Strategic Partners | 287k | $8.9M | 19% | Dec 2023 |
|
Heritage Financial Services | 241k | $7.5M | 13% | Dec 2023 |
|
Pathstone Holdings | 216k | $6.7M | 100% | Dec 2023 |
|
CI Private Wealth | 209k | $6.5M | 100% | Dec 2023 |
|
Planning Center | 203k | $7.0M | 1% | Mar 2024 |
|
Nwam | 188k | $5.9M | 5% | Dec 2023 |
|
Buckingham Asset Management | 145k | $4.5M | 44% | Dec 2023 |
|
Quarry Hill Advisors | 144k | $4.9M | 0% | Mar 2024 |
|
Northland Capital Management | 109k | $3.8M | -2% | Mar 2024 |
|
MB Generational Wealth | 105k | $3.3M | 100% | Dec 2023 |
|
Apella Capital | 99k | $3.4M | 82% | Mar 2024 |
|
BetterWealth | 92k | $3.2M | -4% | Mar 2024 |
|
Syverson Strege & Co | 89k | $3.1M | -2% | Mar 2024 |
|
SJS Investment Consulting | 87k | $3.0M | 256% | Mar 2024 |
|
Jane Street | 84k | $2.6M | 100% | Dec 2023 |
|
Five Oceans Advisors | 76k | $2.6M | 50% | Mar 2024 |
|
RAM Investment Partners | 70k | $2.4M | 14% | Mar 2024 |
|
Commonwealth Equity Services | 62k | $2.1M | -3% | Mar 2024 |
|
Chicago Partners Investment | 61k | $2.0M | 19% | Mar 2024 |
|
Advisory Services & Investments | 61k | $2.1M | 100% | Mar 2024 |
|
Rockbridge Investment Management, LCC | 60k | $1.9M | 100% | Dec 2023 |
|
DiNuzzo Private Wealth | 58k | $2.0M | 1% | Mar 2024 |
|
Trellis Wealth Advisors | 58k | $2.0M | 0% | Mar 2024 |
|
Addison Advisors | 57k | $2.0M | 13% | Mar 2024 |
|
Waypoint Wealth Partners | 54k | $1.9M | 79% | Mar 2024 |
|
Asset Dedication | 51k | $1.8M | -2% | Mar 2024 |
|
LifePro Asset Management | 50k | $1.7M | 585% | Mar 2024 |
|
Private Advisor | 44k | $1.5M | 100% | Mar 2024 |
|
Modera Wealth Management | 42k | $1.3M | 1% | Dec 2023 |
|
Level Financial Advisors | 40k | $1.4M | 1259% | Mar 2024 |
|
Wealth Architects | 40k | $1.2M | 0% | Dec 2023 |
|
EnRich Financial Partners | 39k | $1.3M | 100% | Mar 2024 |
|
Shira Ridge Wealth Management | 36k | $1.2M | 5% | Mar 2024 |
|
UMA Financial Services | 35k | $1.2M | 100% | Mar 2024 |
|
Carlson Capital Management | 33k | $1.1M | -11% | Mar 2024 |
|
Walden Wealth Partners | 31k | $953k | 100% | Dec 2023 |
|
Orion Capital Management | 30k | $945k | 3% | Dec 2023 |
|
Morling Financial Advisors | 29k | $909k | 100% | Dec 2023 |
|
Cordant | 29k | $980k | 11% | Mar 2024 |
|
Schwarz Dygos Wheeler Investment Advisors | 25k | $864k | 8% | Mar 2024 |
|
Cardinal Point Capital Management, ULC | 24k | $841k | 100% | Mar 2024 |
|
Truepoint | 24k | $752k | 0% | Dec 2023 |
|
TCI Wealth Advisors | 22k | $682k | 0% | Dec 2023 |
|
FirstPurpose Wealth | 21k | $693k | 78% | Mar 2024 |
|
Investment Advisory Group | 20k | $698k | 0% | Mar 2024 |
|
Tanager Wealth Management | 19k | $646k | 14% | Mar 2024 |
|
Financial Connections Group | 19k | $646k | 7% | Mar 2024 |
|
Henrickson Nauta Wealth Advisors | 17k | $581k | 1% | Mar 2024 |
|
Rehmann Capital Advisory | 17k | $577k | 22% | Mar 2024 |
|
Opes Wealth Management | 16k | $564k | 100% | Mar 2024 |
|
Grand Wealth Management | 16k | $505k | 0% | Dec 2023 |
|
Two Sigma Investments | 16k | $501k | 100% | Dec 2023 |
|
North Ridge Wealth Advisors | 14k | $490k | -1% | Mar 2024 |
|
Greenspring Advisors | 13k | $439k | 0% | Mar 2024 |
|
Stifel Financial | 12k | $387k | -5% | Dec 2023 |
|
BKD Wealth Advisors | 12k | $423k | -3% | Mar 2024 |
|
D.A. Davidson & Co. | 12k | $382k | -15% | Dec 2023 |
|
Monument Group Wealth Advisors | 12k | $363k | 100% | Dec 2023 |
|
Ruedi Wealth Management | 11k | $385k | 0% | Mar 2024 |
|
Tortoise Investment Management | 11k | $337k | 0% | Dec 2023 |
|
Kestra Advisory Services | 11k | $328k | 0% | Dec 2023 |
|
AdvisorNet Financial | 10k | $351k | -59% | Mar 2024 |
|
Prime Capital Investment Advisors | 10k | $317k | 0% | Dec 2023 |
|
Savant Capital Management | 9.5k | $327k | -44% | Mar 2024 |
|
Creative Capital Management Investments | 9.4k | $322k | 87% | Mar 2024 |
|
Laurel Wealth Planning | 8.9k | $307k | 0% | Mar 2024 |
|
Altiora Financial Group | 8.0k | $275k | 100% | Mar 2024 |
|
Hutchinson Capital Management | 7.8k | $267k | 0% | Mar 2024 |
|
Towneley Capital Management, Inc / DE | 7.6k | $261k | 3% | Mar 2024 |
|
Meritas Wealth Management | 7.5k | $259k | 0% | Mar 2024 |
|
Acorn Creek Capital | 7.5k | $258k | -5% | Mar 2024 |
|
Mercer Global Advisors | 7.1k | $220k | 100% | Dec 2023 |
|
Sutton Place Investors | 7.0k | $241k | 100% | Mar 2024 |
|
HighTower Advisors | 6.9k | $237k | 0% | Mar 2024 |
|
Family Wealth Partners | 6.7k | $230k | 0% | Mar 2024 |
|
Farther Finance Advisors | 6.5k | $203k | 0% | Dec 2023 |
|
Flagstone Financial Management | 6.5k | $224k | 100% | Mar 2024 |
|
Silver Oak Advisory Group | 6.5k | $224k | 100% | Mar 2024 |
|
Red Tortoise | 4.7k | $163k | 0% | Mar 2024 |
|
JFS Wealth Advisors | 4.7k | $162k | 0% | Mar 2024 |
|
Advisor Group Holdings | 4.2k | $131k | 0% | Dec 2023 |
|
True Wealth Design | 3.9k | $120k | 100% | Dec 2023 |
|
Glassman Wealth Services | 3.8k | $130k | 21% | Mar 2024 |
|
Red Lighthouse Investment Management | 3.7k | $117k | 0% | Dec 2023 |
|
Criterion Capital Advisors | 3.5k | $120k | 79% | Mar 2024 |
|
Glass Jacobson Investment Advisors | 2.8k | $95k | 1075% | Mar 2024 |
|
Zrc Wealth Management | 2.4k | $84k | -1% | Mar 2024 |
|
Cardiff Park Advisors | 961.00 | $30k | 0% | Dec 2023 |
|
Nalls Sherbakoff Group | 925.00 | $29k | 0% | Dec 2023 |
|
Signature Resources Capital Management | 447.00 | $14k | 0% | Mar 2024 |
|
Nelson, Van Denburg & Campbell Wealth Management | 299.00 | $10k | 0% | Mar 2024 |
|
Jpmorgan Chase & Co | 249.00 | $7.8k | -95% | Dec 2023 |
|
Sym Financial Corporation | 120.00 | $4.1k | 0% | Mar 2024 |
|
UBS Group | 63.00 | $2.0k | 100% | Dec 2023 |
|
Quent Capital | 2.00 | $69.000000 | 100% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Brighton Jones | Sep 2023 | 48k | $1.3M |
Flow Traders US | Sep 2023 | 9.1k | $253k |
Annapolis Financial Services | Dec 2023 | 4.7k | $145k |
McClarren Financial Advisors | Dec 2023 | 4.2k | $130k |
Wells Fargo & Company | Sep 2023 | 3.5k | $97k |
Elevate Wealth Advisory | Dec 2023 | 2.6k | $80k |
Royal Bank of Canada | Sep 2023 | 278.00 | $8.0k |
Us Bancorp | Sep 2023 | 262.00 | $7.3k |
Bank of America Corporation | Sep 2023 | 28.00 | $777.000000 |