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 | ||
---|---|---|---|---|---|---|
Buckingham Asset Management | 35M | $861M | 3% | Dec 2022 | ||
Forum Financial Management | 33M | $789M | 3% | Dec 2022 | ||
Envestnet Asset Management | 22M | $538M | 39% | Dec 2022 | ||
LPL Financial | 16M | $388M | 2% | Dec 2022 | ||
Plan | 11M | $272M | -2% | Dec 2022 | ||
Mercer Global Advisors | 10M | $250M | 90% | Dec 2022 | ||
SJS Investment Consulting | 8.1M | $197M | 6% | Dec 2022 | ||
Commonwealth Equity Services | 7.7M | $186M | 16% | Dec 2022 | ||
Greenspring Advisors | 6.6M | $160M | -2% | Dec 2022 | ||
HighTower Advisors | 6.3M | $154M | -1% | Dec 2022 | ||
Buckingham Strategic Partners | 6.2M | $150M | -45% | Dec 2022 | ||
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Private Ocean | 5.4M | $131M | 12% | Dec 2022 | ||
Monograph Wealth Advisors | 5.4M | $131M | 19% | Dec 2022 | ||
Savant Capital Management | 5.2M | $126M | 7% | Dec 2022 | ||
Capstone Financial Advisors | 5.2M | $126M | 2% | Dec 2022 | ||
Geometric Wealth Advisors | 5.0M | $123M | 5% | Dec 2022 | ||
Modera Wealth Management | 4.6M | $111M | 164% | Dec 2022 | ||
Pure Financial Advisors | 4.5M | $110M | 4% | Dec 2022 | ||
Jackson Thornton Asset Management | 4.5M | $110M | 4% | Dec 2022 | ||
Cardiff Park Advisors | 4.4M | $107M | 9% | Dec 2022 | ||
CI Private Wealth | 4.4M | $106M | 100% | Dec 2022 | ||
Austin Asset Management | 4.3M | $96M | 0% | Dec 2022 | ||
Baird Financial | 4.1M | $101M | 76% | Dec 2022 | ||
Heritage Financial Services | 4.0M | $98M | 20% | Dec 2022 | ||
Evanson Asset Management | 3.7M | $91M | 0% | Dec 2022 | ||
Advisor Group Holdings | 3.6M | $89M | 57% | Dec 2022 | ||
Meridian Wealth Partners | 3.3M | $80M | 0% | Dec 2022 | ||
Syverson Strege & Co | 3.3M | $79M | 5% | Dec 2022 | ||
McGlone Suttner Wealth Management | 3.1M | $74M | 100% | Dec 2022 | ||
Assetmark | 2.9M | $70M | 5% | Dec 2022 | ||
Core Wealth Management | 2.9M | $70M | 100% | Dec 2022 | ||
Onyx Financial Advisors | 2.9M | $69M | 100% | Dec 2022 | ||
Hanson McClain Advisors | 2.8M | $68M | 21% | Dec 2022 | ||
Mariner Wealth Advisors | 2.8M | $68M | 44% | Dec 2022 | ||
Warwick Investment Management | 2.8M | $68M | -1% | Dec 2022 | ||
Steward Financial Group | 2.7M | $66M | 0% | Dec 2022 | ||
BetterWealth | 2.7M | $65M | 1% | Dec 2022 | ||
Apella Capital | 2.7M | $65M | 7% | Dec 2022 | ||
JFS Wealth Advisors | 2.6M | $64M | -1% | Dec 2022 | ||
BKD Wealth Advisors | 2.6M | $64M | 9% | Dec 2022 | ||
Grand Wealth Management | 2.6M | $63M | 2% | Dec 2022 | ||
CliftonLarsonAllen Wealth Advisors | 2.5M | $61M | -4% | Dec 2022 | ||
First Ascent Asset Management | 2.5M | $60M | 47% | Dec 2022 | ||
Brian McDonald | 2.5M | $63M | -3% | Dec 2022 | ||
Waypoint Wealth Partners | 2.5M | $60M | -1% | Dec 2022 | ||
Merriman Wealth Management | 2.4M | $59M | -2% | Dec 2022 | ||
Raymond James Financial Services Advisors | 2.3M | $55M | 6% | Dec 2022 | ||
Dowling & Yahnke, LLC" | 2.3M | $50M | 5% | Sep 2022 | ||
ShankerValleau Wealth Advisors | 2.2M | $55M | -3% | Dec 2022 | ||
New Capital Management | 2.2M | $54M | 26% | Dec 2022 | ||
Integrated Wealth Concepts | 2.2M | $54M | 5% | Dec 2022 | ||
Asset Dedication | 2.1M | $52M | 13% | Dec 2022 | ||
Planning Center | 2.1M | $52M | 103% | Dec 2022 | ||
Heritage Investment Group | 2.1M | $51M | 7068% | Dec 2022 | ||
WorthPointe | 2.0M | $49M | -3% | Dec 2022 | ||
Cambridge Investment Research Advisors | 2.0M | $49M | 6% | Dec 2022 | ||
Tillman Hartley | 2.0M | $49M | 100% | Dec 2022 | ||
Vista Wealth Management Group | 2.0M | $49M | -1% | Dec 2022 | ||
Sax Wealth Advisors | 2.0M | $48M | 3% | Dec 2022 | ||
Andrews, Lucia Wealth Management | 1.8M | $45M | 2% | Dec 2022 | ||
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.8M | $44M | 100% | Dec 2022 | ||
UBS Group | 1.8M | $44M | 10% | Dec 2022 | ||
Ruedi Wealth Management | 1.8M | $44M | 100% | Dec 2022 | ||
Keb Asset Management | 1.8M | $43M | 1% | Dec 2022 | ||
Triad Financial Advisors | 1.7M | $41M | -1% | Dec 2022 | ||
Baker Boyer National Bank | 1.6M | $40M | -2% | Dec 2022 | ||
Capital Performance Advisors | 1.6M | $39M | 0% | Dec 2022 | ||
Chico Wealth RIA | 1.6M | $39M | 7% | Dec 2022 | ||
Align Wealth Management | 1.6M | $35M | 100% | Dec 2022 | ||
CPCM | 1.6M | $35M | 15% | Sep 2022 | ||
Lincoln National | 1.6M | $38M | 2% | Dec 2022 | ||
Frank. Day | 1.6M | $38M | 10% | Dec 2022 | ||
Private Advisor | 1.6M | $13M | 2% | Dec 2022 | ||
Shearwater Capital | 1.5M | $38M | 0% | Dec 2022 | ||
Kestra Advisory Services | 1.5M | $37M | -11% | Dec 2022 | ||
TCI Wealth Advisors | 1.4M | $35M | 1% | Dec 2022 | ||
Awm Capital | 1.4M | $35M | -1% | Dec 2022 | ||
Henrickson Nauta Wealth Advisors | 1.4M | $35M | 1% | Dec 2022 | ||
Vance Wealth | 1.4M | $34M | -2% | Dec 2022 | ||
Beacon Pointe Advisors | 1.3M | $33M | 6% | Dec 2022 | ||
Efficient Advisors | 1.3M | $32M | 12769% | Dec 2022 | ||
Park Avenue Securities | 1.3M | $32M | 189% | Dec 2022 | ||
Lauterbach Financial Advisors | 1.3M | $32M | 2% | Dec 2022 | ||
Claris Advisors, Llc / Mo / | 1.3M | $31M | 4% | Dec 2022 | ||
Creative Planning | 1.3M | $31M | 102% | Dec 2022 | ||
Bayshore Asset Management | 1.3M | $31M | 4% | Dec 2022 | ||
PBMares Wealth Management | 1.2M | $30M | -5% | Dec 2022 | ||
Umb Bank N A | 1.2M | $29M | 0% | Dec 2022 | ||
Dopkins Wealth Management | 1.2M | $29M | 1% | Dec 2022 | ||
True Wealth Design | 1.2M | $29M | 100% | Dec 2022 | ||
Rs Crum | 1.2M | $26M | 0% | Sep 2022 | ||
EP Wealth Advisors | 1.1M | $26M | -1% | Sep 2022 | ||
Red Lighthouse Investment Management | 1.1M | $28M | 100% | Dec 2022 | ||
Liberty Wealth Management | 1.1M | $25M | 999% | Sep 2022 | ||
Phillips Financial Management | 1.1M | $27M | 67% | Dec 2022 | ||
SC&H Financial Advisors | 1.0M | $25M | 24% | Dec 2022 | ||
Chicago Partners Investment | 1.0M | $28M | 2% | Dec 2022 | ||
Bridgeworth | 1.0M | $25M | 87% | Dec 2022 | ||
FirstPurpose Wealth | 1.0M | $25M | -2% | Dec 2022 | ||
Applied Capital | 1.0M | $25M | 5% | Dec 2022 | ||
Cherrydale Wealth Management | 1.0M | $25M | 8% | Dec 2022 | ||
McLean Asset Management Corp | 981k | $24M | 0% | Dec 2022 | ||
Conrad Siegel Investment Advisors | 937k | $23M | 32% | Dec 2022 | ||
WMS Partners | 931k | $23M | -3% | Dec 2022 | ||
IFG Advisory | 930k | $23M | -10% | Dec 2022 | ||
Hemington Wealth Management | 892k | $22M | -17% | Dec 2022 | ||
Kraft Asset Management | 888k | $22M | 1% | Dec 2022 | ||
Mather Group | 887k | $22M | -1% | Dec 2022 | ||
Rather & Kittrell | 848k | $21M | 57% | Dec 2022 | ||
Comerica Securities | 840k | $20M | 7% | Dec 2022 | ||
Captrust Financial Advisors | 839k | $20M | 4% | Dec 2022 | ||
Equitable Holdings | 838k | $20M | 6% | Dec 2022 | ||
Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 831k | $20M | -3% | Dec 2022 | ||
Symmetry Partner | 830k | $20M | 5% | Dec 2022 | ||
Mml Investors Services | 817k | $20M | -5% | Dec 2022 | ||
Helen Stephens Group | 799k | $19M | 21% | Dec 2022 | ||
Brighton Jones | 794k | $19M | 18% | Dec 2022 | ||
Glassman Wealth Services | 786k | $19M | 35% | Dec 2022 | ||
United Capital Financial Advisers | 781k | $19M | -7% | Dec 2022 | ||
Northwest Wealth Management | 775k | $19M | -4% | Dec 2022 | ||
Zhang Financial | 771k | $19M | 31% | Dec 2022 | ||
Ml & R Wealth Management | 755k | $18M | 4% | Dec 2022 | ||
Baldrige Asset Management | 733k | $18M | 7% | Dec 2022 | ||
Royal Bank of Canada | 727k | $18M | 216% | Dec 2022 | ||
Soundmark Wealth Management | 714k | $17M | 2% | Dec 2022 | ||
Hassell Wealth Management | 697k | $18M | 100% | Dec 2022 | ||
Betterment | 683k | $17M | 26% | Dec 2022 | ||
Versant Capital Management | 666k | $16M | -3% | Dec 2022 | ||
Multi-Financial Securities | 653k | $16M | 2% | Dec 2022 | ||
Midwest Heritage Bank | 645k | $16M | -5% | Dec 2022 | ||
Quarry Hill Advisors | 645k | $16M | 100% | Dec 2022 | ||
Wealthstream Advisors | 637k | $16M | 2498% | Dec 2022 | ||
N.E.W. Advisory Services | 633k | $15M | 3% | Dec 2022 | ||
RCS Financial Planning | 610k | $15M | 100% | Dec 2022 | ||
Cetera Investment Advisers | 608k | $15M | 7% | Dec 2022 | ||
Jpmorgan Chase & Co | 604k | $15M | 42303% | Dec 2022 | ||
Knightsbridge Asset Management | 600k | $15M | 9% | Dec 2022 | ||
Legacy Financial Group | 599k | $15M | 100% | Dec 2022 | ||
AdvisorNet Financial | 597k | $15M | 1% | Dec 2022 | ||
Keudell/Morrison Wealth Management | 576k | $14M | -50% | Dec 2022 | ||
Straight Path Wealth Management | 569k | $14M | 160% | Dec 2022 | ||
HTG Investment Advisors | 541k | $13M | 100% | Dec 2022 | ||
CFS Investment Advisory Services | 528k | $13M | -95% | Dec 2022 | ||
Strategic Wealth Advisors | 527k | $12M | 0% | Sep 2022 | ||
Delap Wealth Advisory | 523k | $13M | 100% | Dec 2022 | ||
Creative Capital Management Investments | 513k | $13M | 100% | Dec 2022 | ||
Wealthcare Advisory Partners | 508k | $12M | 2% | Dec 2022 | ||
Summit Wealth Group | 502k | $12M | 3% | Dec 2022 | ||
WealthSpring Partners | 484k | $12M | 0% | Dec 2022 | ||
CVA Family Office | 483k | $12M | 14% | Dec 2022 | ||
Tfo-tdc | 444k | $20M | -90% | Dec 2022 | ||
Bank of America Corporation | 292k | $7.1M | -62% | Dec 2022 | ||
HPM Partners | 141k | $93M | -96% | Dec 2022 |
Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Perigon Wealth Management | Sep 2022 | 1.5M | $33M |
Guardian Wealth Advisors | Sep 2022 | 584k | $13M |
Sloy Dahl & Holst | Sep 2022 | 489k | $11M |