Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAC
- CUSIP Number: 25434v708
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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 |
---|---|---|---|---|---|
Envestnet Asset Management | 57M | $1.9B | 6% | Sep 2024 |
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Mercer Global Advisors | 48M | $1.5B | 6% | Jun 2024 |
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Colony | 39M | $1.3B | 5858% | Sep 2024 |
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Forum Financial Management | 38M | $1.3B | 1% | Sep 2024 |
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Buckingham Asset Management | 37M | $1.2B | -1% | Jun 2024 |
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LPL Financial | 18M | $609M | 1% | Sep 2024 |
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Buckingham Strategic Partners | 13M | $449M | 4% | Sep 2024 |
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Plan | 11M | $364M | -1% | Sep 2024 |
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Commonwealth Equity Services | 9.8M | $335M | -1% | Sep 2024 |
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Savant Capital Management | 9.7M | $331M | -1% | Sep 2024 |
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Rockwood Wealth Management | 9.3M | $320M | 2% | Sep 2024 |
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SJS Investment Consulting | 9.0M | $309M | 0% | Sep 2024 |
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Apella Capital | 8.8M | $299M | 5% | Sep 2024 |
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Sontag Advisory | 7.9M | $271M | 3096% | Sep 2024 |
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Private Ocean | 7.5M | $243M | 8% | Jun 2024 |
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Geometric Wealth Advisors | 7.3M | $251M | 9% | Sep 2024 |
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Greenspring Advisors | 7.3M | $251M | -1% | Sep 2024 |
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Monograph Wealth Advisors | 6.5M | $210M | 2% | Jun 2024 |
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HighTower Advisors | 6.4M | $207M | -1% | Jun 2024 |
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Heritage Financial Services | 6.2M | $212M | 0% | Sep 2024 |
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Capstone Financial Advisors | 5.5M | $190M | 6% | Sep 2024 |
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CI Private Wealth | 5.4M | $184M | -1% | Sep 2024 |
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Modera Wealth Management | 5.2M | $178M | -1% | Sep 2024 |
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Hill Investment Group Partners | 5.0M | $167M | 2% | Jun 2024 |
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Jackson Thornton Asset Management | 4.9M | $167M | 4% | Sep 2024 |
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Wealth Enhancement Advisory Services | 4.6M | $150M | 3% | Jun 2024 |
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Pure Financial Advisors | 4.6M | $158M | -4% | Sep 2024 |
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Wealthstream Advisors | 4.5M | $155M | 326% | Sep 2024 |
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Tfo-tdc | 4.2M | $145M | -1% | Sep 2024 |
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Austin Asset Management | 4.2M | $144M | -1% | Sep 2024 |
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HPM Partners | 4.2M | $144M | 1% | Sep 2024 |
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Cardiff Park Advisors | 4.2M | $135M | 1% | Jun 2024 |
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Bank of America Corporation | 4.2M | $143M | 12% | Sep 2024 |
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Evanson Asset Management | 4.0M | $138M | 1% | Sep 2024 |
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Hanson McClain Advisors | 4.0M | $137M | 23% | Sep 2024 |
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Asset Dedication | 3.9M | $135M | 5% | Sep 2024 |
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Triune Financial Partners | 3.7M | $127M | 2% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.5M | $119M | 23% | Sep 2024 |
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Syverson Strege & Co | 3.4M | $118M | -1% | Sep 2024 |
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Onyx Financial Advisors | 3.4M | $116M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 3.3M | $114M | 2% | Sep 2024 |
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Millburn Ridgefield | 3.2M | $103M | 5% | Jun 2024 |
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Vestmark Advisory Solutions | 3.2M | $102M | 6% | Jun 2024 |
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Assetmark | 3.2M | $108M | -2% | Sep 2024 |
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Resources Investment Advisors | 3.1M | $108M | 14% | Sep 2024 |
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Fundamentun | 3.1M | $107M | 25% | Sep 2024 |
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Integrated Wealth Concepts | 3.1M | $107M | 2% | Sep 2024 |
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Altiora Financial Group | 3.1M | $107M | 1% | Sep 2024 |
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Goss Wealth Management | 3.1M | $99M | -1% | Jun 2024 |
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JFS Wealth Advisors | 3.1M | $105M | 2% | Sep 2024 |
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Core Wealth Management | 3.0M | $98M | 0% | Sep 2024 |
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Conrad Siegel Investment Advisors | 3.0M | $103M | 3% | Sep 2024 |
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Catalyst Capital Advisors | 3.0M | $102M | -6% | Sep 2024 |
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New Capital Management | 3.0M | $101M | 6% | Sep 2024 |
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BetterWealth | 2.9M | $100M | 1% | Sep 2024 |
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Meridian Wealth Partners | 2.9M | $99M | -1% | Sep 2024 |
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Raymond James Financial Services Advisors | 2.9M | $99M | 2% | Sep 2024 |
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DecisionPoint Financial | 2.9M | $98M | 5% | Sep 2024 |
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BKD Wealth Advisors | 2.8M | $90M | -2% | Jun 2024 |
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McGlone Suttner Wealth Management | 2.8M | $95M | -40% | Sep 2024 |
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Warwick Investment Management | 2.7M | $92M | -1% | Sep 2024 |
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RAM Investment Partners | 2.6M | $88M | 5% | Sep 2024 |
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Awm Capital | 2.6M | $83M | 3% | Jun 2024 |
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Zhang Financial | 2.5M | $85M | 12% | Sep 2024 |
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LRI Investments | 2.5M | $88M | 2% | Sep 2024 |
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GeoWealth Management | 2.5M | $84M | -13% | Sep 2024 |
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Safeguard Investment Advisory Group | 2.4M | $78M | 7% | Jun 2024 |
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Waypoint Wealth Partners | 2.4M | $83M | 2% | Sep 2024 |
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Advisor Group Holdings | 2.4M | $82M | 58% | Sep 2024 |
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Creative Planning | 2.3M | $81M | 2% | Sep 2024 |
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Eaton-Cambridge | 2.3M | $80M | 1% | Sep 2024 |
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Heritage Investment Group | 2.3M | $79M | 1% | Sep 2024 |
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Park Avenue Securities | 2.3M | $78M | 6% | Sep 2024 |
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Monument Group Wealth Advisors | 2.3M | $78M | 8% | Sep 2024 |
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Cetera Investment Advisers | 2.2M | $70M | 18% | Jun 2024 |
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Financial Engines Advisors L.L.C | 2.2M | $74M | 17% | Sep 2024 |
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Ruedi Wealth Management | 2.2M | $74M | -3% | Sep 2024 |
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BCU Wealth Advisors | 2.1M | $74M | 19% | Sep 2024 |
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ShankerValleau Wealth Advisors | 2.1M | $73M | -2% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 2.1M | $73M | -3% | Sep 2024 |
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WorthPointe | 2.1M | $73M | -1% | Sep 2024 |
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Grand Wealth Management | 2.1M | $73M | -5% | Sep 2024 |
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Merriman Wealth Management | 2.1M | $73M | -2% | Sep 2024 |
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Planning Center | 2.1M | $71M | -1% | Sep 2024 |
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Rockbridge Investment Management, LCC | 2.0M | $69M | 116% | Sep 2024 |
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SC&H Financial Advisors | 2.0M | $68M | 6% | Sep 2024 |
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Sax Wealth Advisors | 2.0M | $68M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 1.9M | $66M | 6% | Sep 2024 |
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TCI Wealth Advisors | 1.9M | $66M | 8% | Sep 2024 |
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Ark & Tlk Investments | 1.9M | $66M | -1% | Sep 2024 |
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Andrews, Lucia Wealth Management | 1.9M | $62M | 0% | Sep 2024 |
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Keb Asset Management | 1.9M | $66M | 2% | Sep 2024 |
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Symmetry Partner | 1.9M | $63M | 344% | Sep 2024 |
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Tillman Hartley | 1.8M | $63M | 0% | Sep 2024 |
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Baker Boyer National Bank | 1.8M | $62M | -1% | Sep 2024 |
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Kestra Advisory Services | 1.8M | $62M | -10% | Sep 2024 |
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Brian McDonald | 1.8M | $62M | -5% | Sep 2024 |
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Henrickson Nauta Wealth Advisors | 1.8M | $61M | 0% | Sep 2024 |
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Sensible Money | 1.7M | $58M | 2% | Sep 2024 |
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Shearwater Capital | 1.7M | $58M | 0% | Sep 2024 |
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Vista Wealth Management Group | 1.7M | $58M | -1% | Sep 2024 |
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Vance Wealth | 1.7M | $57M | 1% | Sep 2024 |
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Claris Advisors, Llc / Mo / | 1.7M | $57M | 4% | Sep 2024 |
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Perigon Wealth Management | 1.6M | $55M | 0% | Sep 2024 |
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Capital Performance Advisors | 1.6M | $55M | -1% | Sep 2024 |
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Private Advisor | 1.6M | $55M | 2% | Sep 2024 |
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von Borstel & Associates | 1.6M | $54M | 100% | Sep 2024 |
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Mattern Wealth Management | 1.6M | $54M | 58% | Sep 2024 |
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Capstone Capital Wealth Advisors | 1.6M | $54M | 1% | Sep 2024 |
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Chico Wealth RIA | 1.6M | $53M | 1% | Sep 2024 |
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Helen Stephens Group | 1.5M | $52M | 8% | Sep 2024 |
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Jpmorgan Chase & Co | 1.5M | $52M | 2% | Sep 2024 |
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Brighton Jones | 1.5M | $52M | -10% | Sep 2024 |
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Ballentine Capital Advisors | 1.5M | $52M | 0% | Sep 2024 |
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True Wealth Design | 1.5M | $52M | -15% | Sep 2024 |
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Mml Investors Services | 1.5M | $50M | 17% | Sep 2024 |
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Beacon Pointe Advisors | 1.4M | $50M | 5% | Sep 2024 |
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Grunden Financial Advisory | 1.4M | $49M | 1% | Sep 2024 |
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Efficient Advisors | 1.4M | $49M | 1% | Sep 2024 |
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Creative Capital Management Investments | 1.4M | $48M | 12% | Sep 2024 |
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Royal Bank of Canada | 1.3M | $46M | 4% | Sep 2024 |
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Lauterbach Financial Advisors | 1.3M | $45M | 2% | Sep 2024 |
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Client 1st Advisory Group | 1.3M | $42M | 2% | Jun 2024 |
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Glassman Wealth Services | 1.3M | $44M | 4% | Sep 2024 |
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Northwest Wealth Management | 1.3M | $43M | 6% | Sep 2024 |
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Austin Wealth Management | 1.2M | $42M | -1% | Sep 2024 |
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Rs Crum | 1.2M | $43M | 1% | Sep 2024 |
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One Degree Advisors | 1.2M | $42M | 4% | Sep 2024 |
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Applied Capital | 1.2M | $42M | 4% | Sep 2024 |
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Straight Path Wealth Management | 1.2M | $42M | 5% | Sep 2024 |
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Morton Capital Management | 1.2M | $41M | 5% | Sep 2024 |
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Rather & Kittrell | 1.2M | $41M | -2% | Sep 2024 |
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Trust Co of the South | 1.2M | $41M | 4% | Sep 2024 |
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Vannoy Advisory Group | 1.2M | $41M | 0% | Sep 2024 |
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Bayshore Asset Management | 1.2M | $40M | -4% | Sep 2024 |
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Cherrydale Wealth Management | 1.2M | $40M | -1% | Sep 2024 |
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Sowell Financial Services | 1.1M | $39M | -1% | Sep 2024 |
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Midwest Heritage Bank | 1.1M | $39M | 1% | Sep 2024 |
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Great Valley Advisor Group | 1.1M | $38M | 1% | Sep 2024 |
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Red Lighthouse Investment Management | 1.1M | $38M | 0% | Sep 2024 |
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WNY Asset Management | 1.1M | $37M | 24% | Sep 2024 |
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Dynamic Advisors Solutions | 1.1M | $36M | 4% | Sep 2024 |
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PBMares Wealth Management | 1.1M | $36M | -23% | Sep 2024 |
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North Ridge Wealth Advisors | 1.0M | $34M | 2% | Jun 2024 |
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Financial Symmetry | 1.0M | $36M | 2% | Sep 2024 |
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Cypress Point Wealth Management | 1.0M | $35M | 3% | Sep 2024 |
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Equitable Holdings | 1.0M | $33M | 5% | Jun 2024 |
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Trellis Wealth Advisors | 1.0M | $34M | 4% | Sep 2024 |
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Passive Capital Management | 982k | $34M | 3% | Sep 2024 |
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EP Wealth Advisors | 977k | $34M | -2% | Sep 2024 |
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Liberty Wealth Management | 912k | $31M | -46% | Sep 2024 |
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Dopkins Wealth Management | 873k | $30M | -12% | Sep 2024 |
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Summit Wealth Group | 535k | $18M | -58% | Sep 2024 |
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Simplicity Wealth | 526k | $18M | -50% | Sep 2024 |
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Diversify Wealth Management | 509k | $18M | -55% | Sep 2024 |
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