Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAE
- CUSIP Number: 25434v302
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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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 13M | $328M | 0% | Jun 2024 |
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| Mather Group | 6.1M | $168M | 1171% | Sep 2024 |
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| Bank of America Corporation | 4.5M | $124M | 7% | Sep 2024 |
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| Foster Group | 3.5M | $96M | 1% | Sep 2024 |
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| Mariner Wealth Advisors | 3.3M | $90M | 5% | Sep 2024 |
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| Factory Mutual Insurance Company | 3.1M | $85M | 127% | Sep 2024 |
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| Mercer Global Advisors | 2.9M | $76M | -20% | Jun 2024 |
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| Cable Hill Partners | 2.4M | $67M | -10% | Sep 2024 |
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| Envestnet Asset Management | 2.4M | $66M | -35% | Sep 2024 |
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| Sontag Advisory | 2.3M | $63M | 3676% | Sep 2024 |
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| Private Ocean | 2.2M | $56M | 5% | Jun 2024 |
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| CI Private Wealth | 2.1M | $59M | 3% | Sep 2024 |
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| Millburn Ridgefield | 1.8M | $46M | -1% | Jun 2024 |
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| Creative Planning | 1.7M | $46M | -3% | Sep 2024 |
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| Catalyst Capital Advisors | 1.7M | $45M | -6% | Sep 2024 |
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| True Link Financial Advisors | 1.6M | $43M | 7% | Sep 2024 |
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| Falcon Wealth Planning | 1.5M | $40M | -7% | Sep 2024 |
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| Root Financial Partners | 1.5M | $40M | 32% | Sep 2024 |
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| Colony | 1.4M | $39M | 100% | Sep 2024 |
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| Evoke Wealth | 1.3M | $36M | 100% | Sep 2024 |
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| Royal Bank of Canada | 1.3M | $36M | 46% | Sep 2024 |
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| Mission Wealth Management | 1.2M | $32M | -10% | Sep 2024 |
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| Aquire Wealth Advisors | 1.1M | $31M | 12% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $28M | 4% | Jun 2024 |
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| CWM | 1.1M | $30M | -11% | Sep 2024 |
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| Great Point Wealth Advisors | 1.0M | $29M | 2% | Sep 2024 |
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| EP Wealth Advisors | 1.0M | $29M | -14% | Sep 2024 |
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| RVW Wealth | 1.0M | $28M | 2% | Sep 2024 |
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| Buckingham Asset Management | 993k | $26M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 945k | $26M | 144% | Sep 2024 |
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| RAM Investment Partners | 936k | $26M | 6% | Sep 2024 |
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| West Financial Advisors | 911k | $25M | 1% | Sep 2024 |
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| TCI Wealth Advisors | 897k | $25M | 38% | Sep 2024 |
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| Prime Capital Investment Advisors | 884k | $24M | 4% | Sep 2024 |
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| Financial Planning & Information Services | 838k | $23M | 4% | Sep 2024 |
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| WPWealth | 813k | $22M | 7% | Sep 2024 |
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| Ledyard National Bank | 797k | $22M | 1% | Sep 2024 |
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| Market Street Wealth Management Advisors | 785k | $22M | 2% | Sep 2024 |
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| Aveo Capital Partners | 741k | $20M | 2% | Sep 2024 |
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| Founders Financial Securities | 722k | $20M | 3% | Sep 2024 |
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| Raymond James Financial Services Advisors | 717k | $20M | 0% | Sep 2024 |
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| Horizon Investments | 713k | $20M | 3% | Sep 2024 |
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| Resources Investment Advisors | 688k | $19M | 17% | Sep 2024 |
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| Eqis Capital Management | 683k | $19M | 3% | Sep 2024 |
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| JFS Wealth Advisors | 682k | $19M | 4% | Sep 2024 |
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| Diversified Portfolios | 681k | $19M | 3% | Sep 2024 |
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| Marquette Asset Management | 664k | $18M | 1% | Sep 2024 |
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| H D Vest Advisory Services | 657k | $17M | 63% | Jun 2024 |
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| Stifel Financial | 647k | $17M | 296% | Jun 2024 |
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| CPA Asset Management | 631k | $17M | 1% | Sep 2024 |
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| Morling Financial Advisors | 618k | $17M | 14% | Sep 2024 |
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| Perigon Wealth Management | 616k | $17M | 7% | Sep 2024 |
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| Annandale Capital | 609k | $17M | 9% | Sep 2024 |
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| Park Avenue Securities | 596k | $16M | 9% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 588k | $16M | 3% | Sep 2024 |
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| Modera Wealth Management | 581k | $16M | -2% | Sep 2024 |
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| Fiduciary Financial Group | 573k | $16M | 9% | Sep 2024 |
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| HPM Partners | 569k | $16M | 53% | Sep 2024 |
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| Buckingham Strategic Partners | 561k | $15M | 28% | Sep 2024 |
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| Hartland & Co | 557k | $15M | 9% | Sep 2024 |
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| HighTower Advisors | 553k | $14M | 24% | Jun 2024 |
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| Bedel Financial Consulting | 551k | $15M | 1% | Sep 2024 |
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| Arista Wealth Management | 549k | $15M | 3% | Sep 2024 |
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| Dynamic Advisors Solutions | 528k | $15M | 3% | Sep 2024 |
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| Pallas Capital Advisors | 528k | $14M | 2% | Sep 2024 |
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| Creative Capital Management Investments | 523k | $14M | 11% | Sep 2024 |
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| Great Waters Wealth Management | 514k | $14M | -11% | Sep 2024 |
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| Colony Family Offices | 504k | $14M | -8% | Sep 2024 |
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| Envision Financial Planning | 478k | $13M | 12% | Sep 2024 |
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| Mml Investors Services | 469k | $13M | -4% | Sep 2024 |
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| Voisard Asset Management Group | 468k | $13M | 8% | Sep 2024 |
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| UMA Financial Services | 464k | $13M | -1% | Sep 2024 |
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| DDFG | 463k | $13B | 44% | Sep 2024 |
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| Collective Family Office | 462k | $13M | 0% | Sep 2024 |
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| DiNuzzo Private Wealth | 457k | $13M | 0% | Sep 2024 |
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| Wescott Financial Advisory Group | 456k | $13M | 2% | Sep 2024 |
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| Cetera Investment Advisers | 452k | $12M | 45% | Jun 2024 |
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| Pioneer Wealth Management Group | 443k | $12M | 7% | Sep 2024 |
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| Integrated Wealth Concepts | 439k | $12M | 1% | Sep 2024 |
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| Efficient Advisors | 438k | $12M | 5% | Sep 2024 |
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| Index Fund Advisors | 438k | $12M | 18% | Sep 2024 |
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| CFS Investment Advisory Services | 434k | $12M | 0% | Sep 2024 |
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| Brighton Jones | 413k | $11M | -6% | Sep 2024 |
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| Private Capital Management | 413k | $11M | 12% | Jun 2024 |
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| BWM Planning | 394k | $11M | 100% | Sep 2024 |
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| Avondale Wealth Management | 391k | $11M | 4% | Sep 2024 |
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| PBMares Wealth Management | 382k | $11M | 11% | Sep 2024 |
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| Wealth Dimensions Group | 381k | $10M | 20% | Sep 2024 |
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| Chico Wealth RIA | 376k | $10M | 2% | Sep 2024 |
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| TCP Asset Management | 371k | $10M | 3% | Sep 2024 |
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| Awm Capital | 371k | $9.6M | -2% | Jun 2024 |
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| Sequoia Financial Advisors | 371k | $10M | 14% | Sep 2024 |
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| Keyes, Stange & Wooten Wealth Management | 359k | $9.8M | 3% | Sep 2024 |
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| Sterling Wealth Management | 354k | $9.7M | 40% | Sep 2024 |
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| Newman Dignan & Sheerar | 341k | $9.2M | 10% | Sep 2024 |
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| Diversify Wealth Management | 339k | $9.1M | 3% | Sep 2024 |
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| Bridgewater Advisors | 335k | $9.0M | 2% | Sep 2024 |
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| SC&H Financial Advisors | 335k | $9.2M | 5% | Sep 2024 |
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| Kestra Advisory Services | 325k | $8.9M | 6% | Sep 2024 |
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| Austin Wealth Management | 320k | $8.8M | 27% | Sep 2024 |
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| Plan Group Financial | 314k | $8.6M | 6% | Sep 2024 |
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| Vawter Financial | 313k | $8.6M | 2% | Sep 2024 |
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| Shore Point Advisors | 311k | $8.5M | 1% | Sep 2024 |
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| LPL Financial | 310k | $8.5M | 11% | Sep 2024 |
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| Burns Wealth Management | 310k | $8.5M | -1% | Sep 2024 |
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| Commonwealth Equity Services | 296k | $8.1M | -2% | Sep 2024 |
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| Captrust Financial Advisors | 294k | $8.0M | 1% | Sep 2024 |
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| Beaird Harris Wealth Management | 292k | $7.6M | -12% | Jun 2024 |
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| SOL Capital Management | 283k | $7.8M | -17% | Sep 2024 |
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| Perritt Capital Management | 282k | $7.7M | 1% | Sep 2024 |
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| Towneley Capital Management, Inc / DE | 275k | $7.5M | -1% | Sep 2024 |
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| Kovitz Investment Group Partners | 275k | $7.5M | 100% | Sep 2024 |
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| Confluence Wealth Services | 270k | $7.4M | 100% | Sep 2024 |
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| Monument Group Wealth Advisors | 269k | $7.4M | 7% | Sep 2024 |
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| Aptus Capital Advisors | 259k | $7.1M | 4% | Sep 2024 |
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| Grimes & Company | 255k | $7.0M | 5% | Sep 2024 |
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| Larson Financial Group | 247k | $6.8M | -8% | Sep 2024 |
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| Essential Planning | 244k | $6.7M | 2% | Sep 2024 |
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| Forum Private Client Group | 237k | $6.5M | 3% | Sep 2024 |
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| AA Financial Advisors | 236k | $6.5M | 31% | Sep 2024 |
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| FinDec Wealth Services | 234k | $6.1M | 0% | Jun 2024 |
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| Catalyst Private Wealth | 233k | $6.4M | 9% | Sep 2024 |
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| Umb Bank N A | 233k | $6.4M | 0% | Sep 2024 |
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| tru Independence | 233k | $6.4M | 9% | Sep 2024 |
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| AE Wealth Management | 231k | $6.3M | 14% | Sep 2024 |
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| Wealthquest | 229k | $5.9M | 9% | Jun 2024 |
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| Legacy Financial Group | 229k | $6.1M | -3% | Sep 2024 |
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| MAI Wealth Advisors | 228k | $6.3M | -2% | Sep 2024 |
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| Jpmorgan Chase & Co | 222k | $6.1M | 254% | Sep 2024 |
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| Gail Mannix | 216k | $5.2M | 3% | Sep 2024 |
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| Kure Advisory | 213k | $5.8M | 2% | Sep 2024 |
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| Tortoise Investment Management | 213k | $5.8M | 25% | Sep 2024 |
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| GEM Asset Management | 212k | $6.0M | 13% | Sep 2024 |
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| Jackson Thornton Asset Management | 210k | $5.7M | -2% | Sep 2024 |
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| PCA Investment Advisory Services | 209k | $5.7M | 10% | Sep 2024 |
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| DecisionPoint Financial | 207k | $5.7M | -3% | Sep 2024 |
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| Pinnacle Wealth Management Advisory | 206k | $5.7M | -1% | Sep 2024 |
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| Oceanside Advisors | 201k | $5.5M | 3% | Sep 2024 |
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| Rappaport Reiches Capital Management | 200k | $5.5M | 9% | Sep 2024 |
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| Advisor Group Holdings | 200k | $5.5M | 46% | Sep 2024 |
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| Advisory Alpha | 200k | $5.5M | 2% | Sep 2024 |
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| Archford Capital Strategies | 190k | $5.2M | 5% | Sep 2024 |
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| Cassady Schiller Wealth Management | 185k | $5.1M | 15% | Sep 2024 |
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| Disciplined Investments | 181k | $5.0M | 13% | Sep 2024 |
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| Private Advisor | 174k | $4.8M | -31% | Sep 2024 |
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| Sageworth Trust Company | 173k | $4.7M | 0% | Sep 2024 |
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| Keb Asset Management | 170k | $4.7M | 10% | Sep 2024 |
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| Midwest Heritage Bank | 170k | $4.7M | 0% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 167k | $4.6M | 4% | Sep 2024 |
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| Integrity Wealth Solutions | 162k | $4.4M | 5% | Sep 2024 |
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| One Capital Management | 134k | $3.7M | -40% | Sep 2024 |
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| Flow Traders US | 102k | $2.8M | -45% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2024 | 553k | $14M |
| Balyasny Asset Management | Mar 2024 | 548k | $14M |
| Old Mission Capital | Mar 2024 | 450k | $11M |
| Relative Value Partners | Mar 2024 | 191k | $4.4M |