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 | $2.0B | 1% | Dec 2024 |
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| Mercer Global Advisors | 47M | $1.6B | -7% | Dec 2024 |
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| Colony | 38M | $1.3B | -2% | Dec 2024 |
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| Forum Financial Management | 38M | $1.3B | 0% | Dec 2024 |
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| LPL Financial | 18M | $628M | 2% | Dec 2024 |
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| Buckingham Strategic Partners | 16M | $557M | 23% | Dec 2024 |
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| Apella Capital | 11M | $367M | 20% | Dec 2024 |
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| Plan | 11M | $363M | -1% | Dec 2024 |
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| Commonwealth Equity Services | 10M | $356M | 5% | Dec 2024 |
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| Rockwood Wealth Management | 9.7M | $337M | 4% | Dec 2024 |
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| SJS Investment Consulting | 9.1M | $316M | 1% | Dec 2024 |
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| Savant Capital Management | 8.8M | $305M | -9% | Dec 2024 |
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| Sontag Advisory | 8.0M | $276M | 1% | Dec 2024 |
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| Geometric Wealth Advisors | 7.5M | $259M | 2% | Dec 2024 |
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| Greenspring Advisors | 7.4M | $255M | 1% | Dec 2024 |
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| Monograph Wealth Advisors | 6.6M | $230M | -1% | Dec 2024 |
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| HighTower Advisors | 6.3M | $217M | -1% | Dec 2024 |
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| Heritage Financial Services | 6.1M | $210M | -2% | Dec 2024 |
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| Capstone Financial Advisors | 5.6M | $192M | 0% | Dec 2024 |
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| GeoWealth Management | 5.4M | $186M | 119% | Dec 2024 |
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| CI Private Wealth | 5.3M | $183M | -1% | Dec 2024 |
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| Modera Wealth Management | 5.2M | $179M | 0% | Dec 2024 |
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| Jackson Thornton Asset Management | 5.0M | $174M | 3% | Dec 2024 |
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| Hill Investment Group Partners | 5.0M | $172M | -2% | Dec 2024 |
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| Fundamentun | 4.8M | $167M | 54% | Dec 2024 |
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| Wealthstream Advisors | 4.8M | $165M | 6% | Dec 2024 |
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| Bank of America Corporation | 4.6M | $161M | 11% | Dec 2024 |
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| Baird Financial | 4.6M | $161M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 4.5M | $155M | -3% | Dec 2024 |
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| Pure Financial Advisors | 4.5M | $156M | -2% | Dec 2024 |
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| Goss Wealth Management | 4.4M | $153M | -4% | Dec 2024 |
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| Hanson McClain Advisors | 4.2M | $151M | 5% | Dec 2024 |
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| HPM Partners | 4.2M | $145M | 0% | Dec 2024 |
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| Cardiff Park Advisors | 4.2M | $144M | -1% | Dec 2024 |
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| Tfo-tdc | 4.1M | $143M | -2% | Dec 2024 |
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| Austin Asset Management | 4.1M | $142M | -2% | Dec 2024 |
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| Evanson Asset Management | 4.0M | $140M | 1% | Dec 2024 |
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| Asset Dedication | 4.0M | $140M | 3% | Dec 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.9M | $136M | 13% | Dec 2024 |
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| Essential Planning | 3.9M | $139M | 6720% | Dec 2024 |
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| Triune Financial Partners | 3.7M | $129M | 0% | Dec 2024 |
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| Vestmark Advisory Solutions | 3.6M | $126M | 5% | Dec 2024 |
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| McGlone Suttner Wealth Management | 3.6M | $123M | 28% | Dec 2024 |
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| Raymond James Financial | 3.5M | $122M | 100% | Dec 2024 |
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| Syverson Strege & Co | 3.4M | $119M | 0% | Dec 2024 |
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| Symmetry Partner | 3.4M | $119M | 86% | Dec 2024 |
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| Onyx Financial Advisors | 3.4M | $117M | 0% | Dec 2024 |
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| Mariner Wealth Advisors | 3.3M | $114M | -1% | Dec 2024 |
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| Resources Investment Advisors | 3.3M | $113M | 4% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 3.2M | $112M | 50% | Dec 2024 |
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| JFS Wealth Advisors | 3.2M | $110M | 4% | Dec 2024 |
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| United Wealth Management | 3.1M | $109M | 100% | Dec 2024 |
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| Catalyst Capital Advisors | 3.1M | $109M | 5% | Dec 2024 |
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| Millburn Ridgefield | 3.1M | $109M | 5% | Dec 2024 |
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| Assetmark | 3.1M | $107M | -3% | Dec 2024 |
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| Conrad Siegel Investment Advisors | 3.0M | $105M | 1% | Dec 2024 |
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| Altiora Financial Group | 3.0M | $105M | -3% | Dec 2024 |
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| DecisionPoint Financial | 3.0M | $104M | 5% | Dec 2024 |
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| Integrated Wealth Concepts | 3.0M | $103M | -4% | Dec 2024 |
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| New Capital Management | 3.0M | $102M | 0% | Dec 2024 |
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| Core Wealth Management | 3.0M | $102M | -3% | Dec 2024 |
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| Raymond James Financial Services Advisors | 2.9M | $99M | 2% | Sep 2024 |
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| Meridian Wealth Partners | 2.9M | $99M | -1% | Dec 2024 |
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| BetterWealth | 2.8M | $99M | -3% | Dec 2024 |
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| Zhang Financial | 2.8M | $98M | 14% | Dec 2024 |
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| Awm Capital | 2.7M | $94M | -1% | Dec 2024 |
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| Royal Bank of Canada | 2.7M | $93M | 101% | Dec 2024 |
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| RAM Investment Partners | 2.6M | $91M | 3% | Dec 2024 |
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| Safeguard Investment Advisory Group | 2.6M | $89M | 2% | Dec 2024 |
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| Warwick Investment Management | 2.6M | $89M | -4% | Dec 2024 |
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| Park Avenue Securities | 2.6M | $88M | 12% | Dec 2024 |
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| LRI Investments | 2.5M | $86M | 0% | Dec 2024 |
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| BKD Wealth Advisors | 2.5M | $85M | -10% | Dec 2024 |
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| Eaton-Cambridge | 2.3M | $80M | 0% | Dec 2024 |
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| Waypoint Wealth Partners | 2.3M | $80M | -4% | Dec 2024 |
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| Heritage Investment Group | 2.3M | $80M | 1% | Dec 2024 |
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| Creative Planning | 2.3M | $80M | -2% | Dec 2024 |
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| von Borstel & Associates | 2.3M | $79M | 44% | Dec 2024 |
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| Betterment | 2.3M | $79M | 7% | Dec 2024 |
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| Warburton Capital Management | 2.3M | $78M | 100% | Dec 2024 |
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| Grand Wealth Management | 2.2M | $76M | 3% | Dec 2024 |
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| BCU Wealth Advisors | 2.2M | $75M | 1% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 2.2M | $75M | 8% | Dec 2024 |
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| Ruedi Wealth Management | 2.1M | $74M | -1% | Dec 2024 |
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| Advisor Group Holdings | 2.1M | $73M | -11% | Dec 2024 |
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| Kestra Advisory Services | 2.1M | $74M | 17% | Dec 2024 |
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| WorthPointe | 2.1M | $72M | -2% | Dec 2024 |
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| ShankerValleau Wealth Advisors | 2.1M | $72M | -3% | Dec 2024 |
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| SC&H Financial Advisors | 2.1M | $71M | 3% | Dec 2024 |
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| Verisail Partners | 2.1M | $71M | 100% | Dec 2024 |
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| CliftonLarsonAllen Wealth Advisors | 2.0M | $71M | -4% | Dec 2024 |
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| Merriman Wealth Management | 2.0M | $71M | -4% | Dec 2024 |
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| Claris Advisors, Llc / Mo / | 2.0M | $71M | 23% | Dec 2024 |
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| Cetera Investment Advisers | 2.0M | $70M | 11% | Dec 2024 |
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| Planning Center | 2.0M | $70M | -2% | Dec 2024 |
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| TCI Wealth Advisors | 2.0M | $69M | 4% | Dec 2024 |
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| Keb Asset Management | 2.0M | $69M | 4% | Dec 2024 |
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| Ark & Tlk Investments | 2.0M | $68M | 2% | Dec 2024 |
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| Sax Wealth Advisors | 2.0M | $68M | -1% | Dec 2024 |
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| Andrews, Lucia Wealth Management | 1.9M | $65M | -1% | Dec 2024 |
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| Private Advisor | 1.9M | $66M | 19% | Dec 2024 |
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| Monument Group Wealth Advisors | 1.9M | $65M | -17% | Dec 2024 |
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| Tillman Hartley | 1.8M | $64M | 0% | Dec 2024 |
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| Baker Boyer National Bank | 1.8M | $62M | -1% | Dec 2024 |
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| Henrickson Nauta Wealth Advisors | 1.8M | $62M | 0% | Dec 2024 |
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| Brighton Jones | 1.7M | $61M | 15% | Dec 2024 |
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| Sensible Money | 1.7M | $60M | 2% | Dec 2024 |
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| Brian McDonald | 1.7M | $60M | -4% | Dec 2024 |
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| Shearwater Capital | 1.7M | $59M | 0% | Dec 2024 |
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| Vista Wealth Management Group | 1.7M | $58M | -1% | Dec 2024 |
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| Vance Wealth | 1.6M | $56M | -2% | Dec 2024 |
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| Mattern Wealth Management | 1.6M | $56M | 4% | Dec 2024 |
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| Master's Wealth Management | 1.6M | $56M | 100% | Dec 2024 |
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| Capstone Capital Wealth Advisors | 1.6M | $56M | 4% | Dec 2024 |
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| Perigon Wealth Management | 1.6M | $56M | 0% | Dec 2024 |
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| Chico Wealth RIA | 1.6M | $55M | 3% | Dec 2024 |
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| Capital Performance Advisors | 1.6M | $55M | -1% | Dec 2024 |
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| UBS Group | 1.6M | $55M | -51% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.5M | $54M | 1% | Dec 2024 |
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| Ballentine Capital Advisors | 1.5M | $52M | -2% | Dec 2024 |
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| True Wealth Design | 1.5M | $51M | -1% | Dec 2024 |
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| Grunden Financial Advisory | 1.5M | $50M | 2% | Dec 2024 |
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| Mml Investors Services | 1.5M | $50M | 0% | Dec 2024 |
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| Cambridge Investment Research Advisors | 1.4M | $50M | -26% | Dec 2024 |
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| Creative Capital Management Investments | 1.4M | $49M | 1% | Dec 2024 |
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| Efficient Advisors | 1.4M | $49M | 0% | Dec 2024 |
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| Glassman Wealth Services | 1.3M | $46M | 4% | Dec 2024 |
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| Client 1st Advisory Group | 1.3M | $46M | 0% | Dec 2024 |
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| Lauterbach Financial Advisors | 1.3M | $44M | -1% | Dec 2024 |
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| One Degree Advisors | 1.3M | $45M | 3% | Dec 2024 |
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| Beacon Pointe Advisors | 1.3M | $44M | -12% | Dec 2024 |
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| Northwest Wealth Management | 1.3M | $44M | 1% | Dec 2024 |
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| Rs Crum | 1.3M | $44M | 2% | Dec 2024 |
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| Straight Path Wealth Management | 1.2M | $43M | 3% | Dec 2024 |
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| Applied Capital | 1.2M | $43M | 1% | Dec 2024 |
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| Morton Capital Management | 1.2M | $42M | 2% | Dec 2024 |
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| WNY Asset Management | 1.2M | $42M | 12% | Dec 2024 |
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| Trust Co of the South | 1.2M | $42M | 2% | Dec 2024 |
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| Bannerman Wealth Management Group | 1.2M | $41M | 100% | Dec 2024 |
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| EP Wealth Advisors | 1.2M | $41M | 21% | Dec 2024 |
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| Austin Wealth Management | 1.2M | $42M | -5% | Dec 2024 |
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| Rather & Kittrell | 1.2M | $41M | -1% | Dec 2024 |
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| Cherrydale Wealth Management | 1.2M | $40M | 0% | Dec 2024 |
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| Vannoy Advisory Group | 1.2M | $40M | -2% | Dec 2024 |
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| Bayshore Asset Management | 1.1M | $39M | -1% | Dec 2024 |
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| Midwest Heritage Bank | 1.1M | $39M | 0% | Dec 2024 |
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| Cypress Point Wealth Management | 1.1M | $39M | 10% | Dec 2024 |
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| Wealth Advisors Northwest | 1.1M | $39M | 100% | Dec 2024 |
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| Financial Symmetry | 1.1M | $38M | 6% | Dec 2024 |
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| Vested Financial Planning | 1.1M | $38M | 100% | Dec 2024 |
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| Great Valley Advisor Group | 937k | $32M | -16% | Dec 2024 |
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| Helen Stephens Group | 781k | $27M | -49% | Dec 2024 |
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| Sowell Financial Services | 160k | $5.5M | -86% | Dec 2024 |
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