Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAX
- CUSIP Number: 25434v880
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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 |
|---|---|---|---|---|---|
| Buckingham Asset Management | 12M | $284M | 1% | Dec 2023 |
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| Geometric Wealth Advisors | 6.2M | $152M | 8% | Dec 2023 |
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| Commonwealth Equity Services | 5.5M | $135M | 2% | Dec 2023 |
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| Monograph Wealth Advisors | 4.7M | $115M | 0% | Dec 2023 |
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| RFG Advisory | 4.5M | $115M | 6% | Mar 2024 |
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| UBS Group | 4.3M | $104M | 1% | Dec 2023 |
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| Plan | 4.2M | $103M | 0% | Dec 2023 |
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| Alerus Financial | 3.9M | $96M | -5% | Dec 2023 |
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| JFS Wealth Advisors | 3.9M | $94M | -2% | Dec 2023 |
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| Hanson McClain Advisors | 3.7M | $90M | 2% | Dec 2023 |
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| Assetmark | 3.5M | $85M | 3% | Dec 2023 |
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| Pathstone Holdings | 3.3M | $81M | 100% | Dec 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.1M | $77M | 16% | Dec 2023 |
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| Great Waters Wealth Management | 3.0M | $77M | 8% | Mar 2024 |
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| Evanson Asset Management | 2.8M | $72M | -1% | Mar 2024 |
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| Planning Center | 2.8M | $68M | 2% | Dec 2023 |
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| Asset Dedication | 2.6M | $67M | 7% | Mar 2024 |
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| D.A. Davidson & Co. | 2.4M | $60M | 2% | Dec 2023 |
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| Cobblestone Capital Advisors | 2.3M | $55M | -2% | Dec 2023 |
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| New Capital Management | 2.1M | $54M | 2% | Mar 2024 |
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| Morton Capital Management | 2.1M | $53M | 4% | Mar 2024 |
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| Core Wealth Management | 2.1M | $50M | -1% | Dec 2023 |
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| Greenspring Advisors | 2.0M | $48M | 3% | Dec 2023 |
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| Buckingham Strategic Partners | 1.8M | $44M | -25% | Dec 2023 |
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| Jackson Thornton Asset Management | 1.8M | $43M | -7% | Dec 2023 |
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| Bank of America Corporation | 1.7M | $42M | 138% | Dec 2023 |
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| Baker Boyer National Bank | 1.7M | $43M | 5% | Mar 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.6M | $39M | -2% | Dec 2023 |
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| Jane Street | 1.6M | $39M | -69% | Dec 2023 |
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| Forum Financial Management | 1.6M | $39M | 4% | Dec 2023 |
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| First Ascent Asset Management | 1.5M | $36M | 2% | Dec 2023 |
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| Trellis Wealth Advisors | 1.4M | $34M | 3% | Dec 2023 |
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| ShankerValleau Wealth Advisors | 1.4M | $35M | 1% | Mar 2024 |
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| Glassman Wealth Services | 1.3M | $33M | 13% | Dec 2023 |
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| Altiora Financial Group | 1.3M | $34M | 42% | Mar 2024 |
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| Cardiff Park Advisors | 1.3M | $31M | -1% | Dec 2023 |
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| Creative Capital Management Investments | 1.2M | $30M | 8% | Dec 2023 |
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| Mercer Global Advisors | 1.2M | $30M | -2% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.2M | $30M | -9% | Dec 2023 |
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| BlueSky Wealth Advisors | 1.2M | $30M | 4% | Mar 2024 |
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| Royal Bank of Canada | 1.1M | $28M | 17% | Dec 2023 |
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| Vance Wealth | 1.1M | $26M | -3% | Dec 2023 |
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| Financial Symmetry | 1.1M | $26M | 100% | Dec 2023 |
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| HighTower Advisors | 1.0M | $26M | -5% | Dec 2023 |
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| Frank. Day | 1.0M | $25M | 100% | Dec 2023 |
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| Private Advisor | 987k | $24M | 16% | Dec 2023 |
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| Onyx Financial Advisors | 986k | $25M | 10% | Mar 2024 |
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| Symmetry Partner | 954k | $23M | -2% | Dec 2023 |
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| BetterWealth | 942k | $24M | 2% | Mar 2024 |
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| Apella Capital | 883k | $23M | -4% | Mar 2024 |
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| Advisor Group Holdings | 832k | $20M | -51% | Dec 2023 |
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| Confluence Wealth Services | 828k | $20M | 154% | Dec 2023 |
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| CI Private Wealth | 776k | $19M | -6% | Dec 2023 |
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| Shearwater Capital | 770k | $20M | 5% | Mar 2024 |
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| RWM Asset Management | 758k | $19M | -9% | Mar 2024 |
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| TCI Wealth Advisors | 698k | $17M | 0% | Dec 2023 |
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| Chicago Partners Investment | 694k | $17M | 7% | Dec 2023 |
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| HTG Investment Advisors | 634k | $16M | 0% | Dec 2023 |
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| Prosperity Planning | 631k | $16M | -1% | Mar 2024 |
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| Kestra Advisory Services | 622k | $15M | -1% | Dec 2023 |
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| Glassy Mountain Advisors | 606k | $15M | 10% | Dec 2023 |
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| Grand Wealth Management | 589k | $14M | 0% | Dec 2023 |
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| Cherrydale Wealth Management | 581k | $15M | 6% | Mar 2024 |
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| Conrad Siegel Investment Advisors | 564k | $14M | 19% | Mar 2024 |
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| Grunden Financial Advisory | 559k | $14M | 100% | Dec 2023 |
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| IFG Advisory | 545k | $13M | 3% | Dec 2023 |
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| Modera Wealth Management | 538k | $13M | -2% | Dec 2023 |
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| BKD Wealth Advisors | 537k | $14M | 12% | Mar 2024 |
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| Savant Capital Management | 534k | $13M | 2% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 525k | $13M | 0% | Dec 2023 |
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| Soundmark Wealth Management | 505k | $13M | 3% | Mar 2024 |
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| Lauterbach Financial Advisors | 484k | $12M | 0% | Dec 2023 |
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| Robertson Stephens Wealth Management | 475k | $12M | 1% | Dec 2023 |
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| Ruedi Wealth Management | 459k | $11M | 3% | Dec 2023 |
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| North Ridge Wealth Advisors | 440k | $11M | 1% | Dec 2023 |
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| Ark & Tlk Investments | 430k | $11M | 100% | Dec 2023 |
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| American Investment Services | 414k | $10M | 0% | Dec 2023 |
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| Trust Co of the South | 409k | $10M | -2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 395k | $10M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 383k | $9.3M | 16% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 376k | $9.2M | -4% | Dec 2023 |
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| EP Wealth Advisors | 375k | $9.2M | -3% | Dec 2023 |
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| ERn Financial | 368k | $9.4M | 2% | Mar 2024 |
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| Silver Oak Advisory Group | 366k | $8.9M | 3% | Dec 2023 |
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| Hemington Wealth Management | 359k | $8.8M | 0% | Dec 2023 |
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| Truepoint | 355k | $8.7M | -4% | Dec 2023 |
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| Financial Connections Group | 350k | $8.6M | -3% | Dec 2023 |
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| SJS Investment Consulting | 342k | $8.7M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 331k | $8.1M | -3% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 328k | $8.3M | -1% | Mar 2024 |
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| Pure Financial Advisors | 324k | $8.2M | 1% | Mar 2024 |
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| First National Bank Sioux Falls | 313k | $8.0M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 308k | $7.5M | -1% | Dec 2023 |
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| Warwick Investment Management | 306k | $7.5M | -1% | Dec 2023 |
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| Captrust Financial Advisors | 304k | $7.4M | -2% | Dec 2023 |
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| Eldridge Investment Advisors | 302k | $7.4M | 0% | Dec 2023 |
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| Creative Planning | 301k | $7.4M | 0% | Dec 2023 |
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| Phillips Financial Management | 297k | $7.2M | -12% | Dec 2023 |
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| Hurlow Wealth Management Group | 287k | $7.3M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 283k | $6.9M | -4% | Dec 2023 |
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| PBMares Wealth Management | 283k | $6.9M | -1% | Dec 2023 |
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| Aspiriant | 281k | $7.1M | 0% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 273k | $6.9M | -1% | Mar 2024 |
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| Hassell Wealth Management | 269k | $6.5M | -5% | Dec 2023 |
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| Mather Group | 267k | $6.5M | -25% | Mar 2024 |
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| Park Avenue Securities | 262k | $6.7M | 11% | Mar 2024 |
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| N.E.W. Advisory Services | 260k | $6.4M | 3% | Dec 2023 |
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| Bayshore Asset Management | 260k | $6.4M | -2% | Dec 2023 |
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| Magnolia Capital Advisors | 258k | $6.2M | 615% | Dec 2023 |
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| McCarthy Grittinger Financial Group | 251k | $6.1M | 7% | Dec 2023 |
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| Peirce Capital Management | 245k | $6.0M | 100% | Dec 2023 |
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| Delap Wealth Advisory | 243k | $5.9M | 0% | Dec 2023 |
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| DiNuzzo Private Wealth | 221k | $5.4M | 100% | Dec 2023 |
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| Betterment | 210k | $5.1M | -7% | Dec 2023 |
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| Walden Wealth Partners | 205k | $5.0M | 100% | Dec 2023 |
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| Awm Capital | 203k | $5.2M | -1% | Mar 2024 |
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| Bridgeworth | 201k | $4.9M | -1% | Dec 2023 |
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| Integrated Advisors Network | 197k | $4.8M | 4% | Dec 2023 |
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| SC&H Financial Advisors | 195k | $4.8M | 1% | Dec 2023 |
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| Dopkins Wealth Management | 194k | $4.7M | -16% | Dec 2023 |
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| Sowell Financial Services | 194k | $4.7M | 16% | Dec 2023 |
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| Tranquilli Financial Advisor | 192k | $4.7M | 0% | Dec 2023 |
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| Investment Advisory Group | 190k | $4.6M | 2% | Dec 2023 |
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| RAM Investment Partners | 182k | $4.4M | -5% | Dec 2023 |
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| Ml & R Wealth Management | 175k | $4.3M | -1% | Dec 2023 |
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| Rs Crum | 172k | $4.2M | -13% | Dec 2023 |
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| AE Wealth Management | 169k | $4.1M | -4% | Dec 2023 |
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| Tillman Hartley | 163k | $4.0M | 0% | Dec 2023 |
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| Heritage Wealth Management, Inc./Texas | 162k | $3.9M | 3% | Dec 2023 |
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| Treynor Bancshares | 154k | $3.8M | 1% | Dec 2023 |
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| Atria Wealth Solutions | 154k | $3.8M | 0% | Dec 2023 |
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| Garrett Investment Advisors | 154k | $3.9M | 1% | Mar 2024 |
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| Summit Wealth Group | 147k | $3.6M | -1% | Dec 2023 |
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| Gould Asset Management | 143k | $3.5M | 7% | Dec 2023 |
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| Capital Performance Advisors | 141k | $3.4M | 0% | Dec 2023 |
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| Beacon Pointe Advisors | 140k | $3.4M | 138% | Dec 2023 |
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| GEM Asset Management | 133k | $3.3M | 5% | Dec 2023 |
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| Concord Wealth Partners | 131k | $3.2M | 299% | Dec 2023 |
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| Ballentine Partners | 127k | $3.2M | 0% | Mar 2024 |
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| Ancora Advisors | 122k | $3.0M | 5% | Dec 2023 |
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| Visionary Wealth Advisors | 118k | $2.9M | 0% | Dec 2023 |
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| Harbor Group | 118k | $3.0M | -3% | Mar 2024 |
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| Versant Capital Management | 117k | $3.0M | -2% | Mar 2024 |
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| Keb Asset Management | 116k | $2.8M | -2% | Dec 2023 |
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| Herold Advisors | 115k | $2.8M | 100% | Dec 2023 |
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| Lantern Wealth Advisors | 115k | $2.8M | 100% | Dec 2023 |
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| Kraft Asset Management | 114k | $2.8M | -1% | Dec 2023 |
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| Stifel Financial | 113k | $2.8M | -61% | Dec 2023 |
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| Rockwood Wealth Management | 110k | $2.7M | 5% | Dec 2023 |
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| Firethorn Wealth Partners | 108k | $2.8M | -28% | Mar 2024 |
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| Wealth Architects | 108k | $2.6M | 0% | Dec 2023 |
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| Intelligent Financial Strategies | 107k | $2.6M | -4% | Dec 2023 |
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| McCarthy Asset Management | 95k | $2.3M | -32% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank Of Montreal | Sep 2023 | 997k | $23M |
| Brighton Jones | Sep 2023 | 364k | $8.2M |
| Citadel Advisors | Sep 2023 | 279k | $6.3M |