Who owns DIMENSIONAL ETF TRUST?
- Ticker: DEHP
- CUSIP Number: 25434v757
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Unison Advisors | 1.2M | $33M | -3% | Sep 2024 |
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Beacon Pointe Advisors | 479k | $13M | 3% | Sep 2024 |
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Quadcap Wealth Management | 243k | $6.5M | 41% | Sep 2024 |
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Sontag Advisory | 240k | $6.4M | 100% | Sep 2024 |
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DiNuzzo Private Wealth | 222k | $6.0M | 1% | Sep 2024 |
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RFG Advisory | 222k | $6.0M | 8% | Sep 2024 |
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Retirement Solution | 221k | $5.9M | -1% | Sep 2024 |
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Vestmark Advisory Solutions | 154k | $4.0M | -5% | Jun 2024 |
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Fortress Wealth Management | 129k | $3.5M | 100% | Sep 2024 |
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Chicago Partners Investment | 128k | $3.4M | 1% | Sep 2024 |
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von Borstel & Associates | 127k | $3.4M | 100% | Sep 2024 |
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Envestnet Asset Management | 118k | $3.2M | 5% | Sep 2024 |
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Commonwealth Equity Services | 117k | $3.1M | 2% | Sep 2024 |
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Goss Wealth Management | 112k | $2.9M | 2% | Jun 2024 |
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Walden Wealth Partners | 111k | $2.9M | 3% | Jun 2024 |
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Sequoia Financial Advisors | 89k | $2.4M | 8% | Sep 2024 |
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Savant Capital Management | 84k | $2.3M | 100% | Sep 2024 |
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Meredith Wealth Planning | 75k | $2.0M | 9% | Sep 2024 |
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Jane Street | 74k | $2.0M | -76% | Sep 2024 |
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Applied Capital | 65k | $1.7M | 3% | Sep 2024 |
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Alpha Financial Advisors | 60k | $1.6M | 0% | Sep 2024 |
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Abel Hall | 51k | $1.4M | -1% | Sep 2024 |
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Jpmorgan Chase & Co | 50k | $1.3M | -1% | Sep 2024 |
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Yeomans Consulting Group | 50k | $1.3M | 2% | Sep 2024 |
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Lodestone Wealth Management | 49k | $1.4M | -3% | Sep 2024 |
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Advisor Group Holdings | 48k | $1.3M | 269% | Sep 2024 |
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Bank of America Corporation | 44k | $1.2M | 17% | Sep 2024 |
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Mills Wealth Advisors | 41k | $1.1M | -3% | Sep 2024 |
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Evanson Asset Management | 41k | $1.1M | 15% | Sep 2024 |
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Schubert & Co | 37k | $994k | 103% | Sep 2024 |
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Tortoise Investment Management | 36k | $973k | -9% | Sep 2024 |
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Hm Payson & Co | 34k | $901k | 3% | Sep 2024 |
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Integrated Wealth Concepts | 29k | $772k | 1% | Sep 2024 |
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Resources Investment Advisors | 26k | $705k | 2% | Sep 2024 |
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Altiora Financial Group | 26k | $685k | 100% | Sep 2024 |
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RCS Financial Planning | 19k | $515k | -2% | Sep 2024 |
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Glass Jacobson Investment Advisors | 19k | $508k | -7% | Sep 2024 |
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Kestra Advisory Services | 19k | $497k | 24% | Sep 2024 |
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Two West Capital Advisors | 17k | $446k | 3% | Sep 2024 |
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Sax Wealth Advisors | 15k | $409k | 0% | Sep 2024 |
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Firethorn Wealth Partners | 15k | $393k | -3% | Sep 2024 |
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Branch Banking & Trust Company | 14k | $366k | 13% | Jun 2024 |
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HighTower Advisors | 14k | $365k | -6% | Jun 2024 |
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Wealthcare Advisory Partners | 12k | $325k | 13% | Sep 2024 |
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LPL Financial | 11k | $303k | 35% | Sep 2024 |
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Rehmann Capital Advisory | 11k | $283k | 0% | Sep 2024 |
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SageView Advisory Group | 8.5k | $230k | -86% | Sep 2024 |
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Arrowroot Family Office | 8.5k | $220k | 100% | Jun 2024 |
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Park Avenue Securities | 8.1k | $218k | 100% | Sep 2024 |
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Old Mission Capital | 7.9k | $205k | -44% | Jun 2024 |
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Nwam | 7.7k | $208k | 100% | Sep 2024 |
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GeoWealth Management | 4.8k | $130k | 100% | Sep 2024 |
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Capital Investment Advisory Services | 2.9k | $78k | -8% | Sep 2024 |
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Lam Group | 2.7k | $71k | 0% | Sep 2024 |
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Citigroup | 2.3k | $62k | 100% | Sep 2024 |
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Hanson McClain Advisors | 1.8k | $49k | -16% | Sep 2024 |
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Maryland Capital Advisors | 1.6k | $42k | 153% | Sep 2024 |
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Aspire Wealth Management Corp | 1.5k | $40k | 0% | Sep 2024 |
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Royal Bank of Canada | 1.4k | $38k | -94% | Sep 2024 |
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Aspire Private Capital | 1.4k | $37k | -8% | Sep 2024 |
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Aptus Capital Advisors | 560.00 | $15k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 400.00 | $10k | 0% | Jun 2024 |
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Farther Finance Advisors | 376.00 | $10k | 64% | Sep 2024 |
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Brian McDonald | 125.00 | $3.4k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 107.00 | $2.9k | -24% | Sep 2024 |
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Principal Securities | 76.00 | $2.0k | 0% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Elser Financial Planning | Jun 2024 | 896k | $24M |
Symmetry Partner | Jun 2024 | 427k | $11M |
Goldman Sachs Group | Mar 2024 | 23k | $575k |
Flow Traders US | Jun 2024 | 18k | $469k |
Cambridge Investment Research Advisors | Jun 2024 | 18k | $468k |