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 | 42M | $1.1B | 47% | Jun 2023 |
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| Forum Financial Management | 39M | $1.1B | 15% | Jun 2023 |
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| Buckingham Asset Management | 37M | $1.0B | 5% | Jun 2023 |
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| Mercer Global Advisors | 29M | $779M | 88% | Jun 2023 |
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| LPL Financial | 18M | $485M | 7% | Jun 2023 |
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| Plan | 11M | $303M | 0% | Jun 2023 |
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| Commonwealth Equity Services | 9.8M | $266M | 15% | Jun 2023 |
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| SJS Investment Consulting | 8.5M | $231M | 2% | Jun 2023 |
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| Rockwood Wealth Management | 8.3M | $225M | 9% | Jun 2023 |
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| HighTower Advisors | 7.2M | $194M | -5% | Jun 2023 |
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| Buckingham Strategic Partners | 6.9M | $188M | -4% | Jun 2023 |
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| Greenspring Advisors | 6.8M | $186M | -12% | Jun 2023 |
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| Geometric Wealth Advisors | 5.9M | $162M | 5% | Jun 2023 |
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| Monograph Wealth Advisors | 5.7M | $156M | 5% | Jun 2023 |
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| Savant Capital Management | 5.7M | $155M | 7% | Jun 2023 |
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| Private Ocean | 5.6M | $153M | 11% | Jun 2023 |
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| Capstone Financial Advisors | 5.3M | $144M | 1% | Jun 2023 |
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| Heritage Financial Services | 5.2M | $142M | 6% | Jun 2023 |
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| Modera Wealth Management | 5.2M | $141M | 13% | Jun 2023 |
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| CI Private Wealth | 5.1M | $137M | 2% | Jun 2023 |
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| Pure Financial Advisors | 4.8M | $131M | 2% | Jun 2023 |
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| Jackson Thornton Asset Management | 4.7M | $127M | 2% | Jun 2023 |
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| Tfo-tdc | 4.5M | $123M | -1% | Jun 2023 |
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| McGlone Suttner Wealth Management | 4.4M | $119M | 9% | Jun 2023 |
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| Hill Investment Group Partners | 4.3M | $118M | 9% | Jun 2023 |
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| Cardiff Park Advisors | 4.3M | $117M | -3% | Jun 2023 |
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| Austin Asset Management | 4.3M | $117M | 0% | Jun 2023 |
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| Baird Financial | 4.2M | $114M | 0% | Jun 2023 |
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| HPM Partners | 4.0M | $109M | 5% | Jun 2023 |
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| Evanson Asset Management | 3.8M | $103M | 6% | Jun 2023 |
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| Bridgeworth | 3.8M | $102M | 28% | Jun 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.6M | $98M | 2% | Jun 2023 |
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| Syverson Strege & Co | 3.5M | $94M | 3% | Jun 2023 |
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| UBS Group | 3.4M | $91M | 92% | Jun 2023 |
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| Hanson McClain Advisors | 3.2M | $87M | 8% | Jun 2023 |
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| Meridian Wealth Partners | 3.2M | $86M | -2% | Jun 2023 |
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| Apella Capital | 3.1M | $85M | 18% | Jun 2023 |
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| Assetmark | 3.1M | $85M | 4% | Jun 2023 |
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| Mariner Wealth Advisors | 3.1M | $83M | 2% | Jun 2023 |
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| Asset Dedication | 3.1M | $83M | 17% | Jun 2023 |
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| Advisor Group Holdings | 3.1M | $83M | -18% | Jun 2023 |
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| Onyx Financial Advisors | 3.0M | $81M | 2% | Jun 2023 |
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| BKD Wealth Advisors | 2.9M | $79M | 5% | Jun 2023 |
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| Core Wealth Management | 2.9M | $79M | 1% | Jun 2023 |
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| Steward Financial Group | 2.9M | $78M | 3% | Jun 2023 |
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| Warwick Investment Management | 2.8M | $75M | 0% | Jun 2023 |
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| JFS Wealth Advisors | 2.8M | $75M | 4% | Jun 2023 |
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| BetterWealth | 2.7M | $74M | 0% | Jun 2023 |
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| Altiora Financial Group | 2.6M | $71M | 1% | Jun 2023 |
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| First Ascent Asset Management | 2.6M | $71M | 1% | Jun 2023 |
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| CliftonLarsonAllen Wealth Advisors | 2.5M | $67M | -2% | Jun 2023 |
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| Grand Wealth Management | 2.4M | $65M | -4% | Jun 2023 |
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| Waypoint Wealth Partners | 2.4M | $65M | -2% | Jun 2023 |
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| Raymond James Financial Services Advisors | 2.4M | $65M | 4% | Jun 2023 |
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| New Capital Management | 2.3M | $60M | 5% | Mar 2023 |
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| Merriman Wealth Management | 2.3M | $62M | -3% | Jun 2023 |
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| Heritage Investment Group | 2.3M | $62M | 4% | Jun 2023 |
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| ShankerValleau Wealth Advisors | 2.2M | $61M | -3% | Jun 2023 |
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| Integrated Wealth Concepts | 2.2M | $60M | 11% | Jun 2023 |
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| Planning Center | 2.1M | $58M | 1% | Jun 2023 |
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| WorthPointe | 2.1M | $58M | 2% | Jun 2023 |
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| Cambridge Investment Research Advisors | 2.1M | $57M | 0% | Jun 2023 |
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| Awm Capital | 2.1M | $56M | 7% | Jun 2023 |
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| Ruedi Wealth Management | 2.0M | $56M | 4% | Jun 2023 |
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| RAM Investment Partners | 2.0M | $55M | 5% | Jun 2023 |
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| Sax Wealth Advisors | 1.9M | $52M | 2% | Jun 2023 |
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| Tillman Hartley | 1.9M | $52M | -4% | Jun 2023 |
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| Vista Wealth Management Group | 1.9M | $52M | -4% | Jun 2023 |
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| Andrews, Lucia Wealth Management | 1.9M | $52M | 2% | Jun 2023 |
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| Baker Boyer National Bank | 1.9M | $52M | 6% | Jun 2023 |
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| Keb Asset Management | 1.8M | $49M | 0% | Jun 2023 |
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| Safeguard Investment Advisory Group | 1.8M | $49M | 22% | Jun 2023 |
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| Frank. Day | 1.8M | $49M | -11% | Jun 2023 |
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| DecisionPoint Financial | 1.8M | $49M | 23% | Jun 2023 |
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| Private Advisor | 1.7M | $47M | 8% | Jun 2023 |
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| Park Avenue Securities | 1.6M | $45M | 12% | Jun 2023 |
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| Triad Financial Advisors | 1.6M | $45M | 2% | Jun 2023 |
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| Shearwater Capital | 1.6M | $44M | 3% | Jun 2023 |
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| Vestmark Advisory Solutions | 1.6M | $44M | 40% | Jun 2023 |
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| Capital Performance Advisors | 1.6M | $44M | 0% | Jun 2023 |
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| TCI Wealth Advisors | 1.6M | $42M | 3% | Jun 2023 |
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| Henrickson Nauta Wealth Advisors | 1.5M | $42M | 5% | Jun 2023 |
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| Perigon Wealth Management | 1.5M | $41M | 2% | Jun 2023 |
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| Vance Wealth | 1.5M | $41M | 1% | Jun 2023 |
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| Claris Advisors, Llc / Mo / | 1.4M | $39M | 1% | Jun 2023 |
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| Efficient Advisors | 1.4M | $39M | 2% | Jun 2023 |
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| Lincoln National | 1.4M | $38M | 10% | Jun 2023 |
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| SC&H Financial Advisors | 1.4M | $38M | 10% | Jun 2023 |
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| Chico Wealth RIA | 1.4M | $37M | 7% | Jun 2023 |
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| Lauterbach Financial Advisors | 1.3M | $37M | 3% | Jun 2023 |
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| True Wealth Design | 1.3M | $36M | 8% | Jun 2023 |
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| Kestra Advisory Services | 1.3M | $35M | 0% | Jun 2023 |
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| Bayshore Asset Management | 1.3M | $36M | -2% | Jun 2023 |
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| Chicago Partners Investment | 1.3M | $35M | 7% | Jun 2023 |
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| Summit Wealth Group | 1.3M | $34M | -96% | Jun 2023 |
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| Bank of America Corporation | 1.2M | $34M | 86% | Jun 2023 |
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| Rs Crum | 1.2M | $33M | 2% | Jun 2023 |
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| Goss Wealth Management | 1.2M | $33M | 19% | Jun 2023 |
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| PBMares Wealth Management | 1.2M | $33M | -2% | Jun 2023 |
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| Beacon Pointe Advisors | 1.2M | $33M | -16% | Jun 2023 |
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| Phillips Financial Management | 1.2M | $32M | -5% | Jun 2023 |
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| Red Lighthouse Investment Management | 1.1M | $30M | 0% | Jun 2023 |
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| Creative Planning | 1.1M | $30M | 2% | Jun 2023 |
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| Rather & Kittrell | 1.1M | $30M | 7% | Jun 2023 |
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| Applied Capital | 1.1M | $29M | 3% | Jun 2023 |
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| FirstPurpose Wealth | 1.1M | $29M | 7% | Jun 2023 |
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| Zhang Financial | 1.1M | $29M | 15% | Jun 2023 |
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| Conrad Siegel Investment Advisors | 1.1M | $29M | 12% | Jun 2023 |
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| Brighton Jones | 1.0M | $28M | 14% | Jun 2023 |
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| Cetera Investment Advisers | 1.0M | $28M | 4% | Jun 2023 |
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| Cherrydale Wealth Management | 1.0M | $27M | -3% | Jun 2023 |
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| Jpmorgan Chase & Co | 988k | $27M | 34% | Jun 2023 |
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| Liberty Wealth Management | 976k | $27M | -14% | Jun 2023 |
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| Helen Stephens Group | 974k | $27M | 6% | Jun 2023 |
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| Mather Group | 956k | $26M | 3% | Jun 2023 |
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| Dopkins Wealth Management | 942k | $26M | -2% | Jun 2023 |
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| Mml Investors Services | 937k | $25M | 34% | Jun 2023 |
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| Betterment | 931k | $25M | 9% | Jun 2023 |
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| WMS Partners | 921k | $25M | 0% | Jun 2023 |
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| Glassman Wealth Services | 909k | $25M | 1% | Jun 2023 |
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| IFG Advisory | 905k | $25M | -1% | Jun 2023 |
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| Royal Bank of Canada | 895k | $24M | 23% | Jun 2023 |
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| Midwest Heritage Bank | 890k | $24M | 3% | Jun 2023 |
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| North Ridge Wealth Advisors | 886k | $24M | 1% | Jun 2023 |
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| Equitable Holdings | 872k | $24M | 2% | Jun 2023 |
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| Comerica Securities | 852k | $23M | -2% | Jun 2023 |
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| Creative Capital Management Investments | 850k | $23M | 16% | Jun 2023 |
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| Branch Banking & Trust Company | 838k | $23M | 27% | Jun 2023 |
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| Captrust Financial Advisors | 827k | $22M | 0% | Jun 2023 |
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| Umb Bank N A | 823k | $22M | -17% | Jun 2023 |
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| Northwest Wealth Management | 801k | $22M | 5% | Jun 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 792k | $22M | -3% | Jun 2023 |
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| Wealthstream Advisors | 783k | $21M | 9% | Jun 2023 |
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| Ml & R Wealth Management | 780k | $21M | -1% | Jun 2023 |
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| Root Financial Partners | 780k | $21M | 9% | Jun 2023 |
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| Straight Path Wealth Management | 776k | $21M | 19% | Jun 2023 |
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| Hemington Wealth Management | 763k | $21M | -14% | Jun 2023 |
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| Soundmark Wealth Management | 760k | $21M | 2% | Jun 2023 |
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| Symmetry Partner | 749k | $20M | -9% | Jun 2023 |
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| Baldrige Asset Management | 739k | $19M | 1% | Mar 2023 |
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| Kraft Asset Management | 736k | $20M | -10% | Jun 2023 |
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| Quarry Hill Advisors | 700k | $19M | -1% | Jun 2023 |
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| United Capital Financial Advisers | 669k | $18M | -4% | Jun 2023 |
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| Passive Capital Management | 664k | $17M | 7% | Mar 2023 |
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| Versant Capital Management | 660k | $18M | -1% | Jun 2023 |
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| Orion Portfolio Solutions | 652k | $17M | 33% | Jun 2023 |
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| RCS Financial Planning | 643k | $18M | -1% | Jun 2023 |
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| N.E.W. Advisory Services | 621k | $17M | -2% | Jun 2023 |
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| RFG Advisory | 618k | $17M | 58% | Jun 2023 |
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| Legacy Financial Group | 589k | $16M | -1% | Jun 2023 |
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| Hassell Wealth Management | 523k | $15M | -14% | Jun 2023 |
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| Knightsbridge Asset Management | 303k | $8.2M | -49% | Jun 2023 |
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| Multi-Financial Securities | 48k | $1.3M | -93% | Jun 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brian McDonald | Dec 2022 | 2.5M | $63M |