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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 57M | $1.9B | 6% | Sep 2024 |
|
| 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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| Chico Wealth RIA | 1.6M | $53M | 1% | Sep 2024 |
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| Capstone Capital Wealth Advisors | 1.5M | $50M | 2% | Jun 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 |
|
| 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 |
|
| Austin Wealth Management | 1.2M | $42M | -1% | Sep 2024 |
|
| Rs Crum | 1.2M | $43M | 1% | Sep 2024 |
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| One Degree Advisors | 1.2M | $42M | 4% | Sep 2024 |
|
| Applied Capital | 1.2M | $42M | 4% | Sep 2024 |
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| Straight Path Wealth Management | 1.2M | $42M | 5% | Sep 2024 |
|
| Morton Capital Management | 1.2M | $41M | 5% | Sep 2024 |
|
| 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 |
|
| 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 |
|