Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAI
- CUSIP Number: 25434v203
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Sym Financial Corporation | 6.2M | $185M | 2% | Jun 2024 |
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Bank of America Corporation | 6.0M | $192M | 18% | Sep 2024 |
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Cable Hill Partners | 5.4M | $173M | -1% | Sep 2024 |
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Northern Trust | 4.3M | $137M | 150% | Sep 2024 |
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CI Private Wealth | 4.2M | $134M | 2% | Sep 2024 |
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Envestnet Asset Management | 3.8M | $120M | 126% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 3.5M | $112M | 3% | Sep 2024 |
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Royal Bank of Canada | 3.5M | $110M | 34% | Sep 2024 |
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Pure Financial Advisors | 2.8M | $88M | 21% | Sep 2024 |
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Resources Investment Advisors | 2.4M | $77M | 5% | Sep 2024 |
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Root Financial Partners | 2.4M | $77M | 33% | Sep 2024 |
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Hartland & Co | 2.4M | $75M | 26% | Sep 2024 |
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Mariner Wealth Advisors | 2.3M | $72M | 7% | Sep 2024 |
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EP Wealth Advisors | 2.2M | $70M | -10% | Sep 2024 |
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Marquette Asset Management | 2.0M | $65M | 0% | Sep 2024 |
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LVZ Advisors | 1.9M | $60M | 0% | Sep 2024 |
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RVW Wealth | 1.8M | $58M | 4% | Sep 2024 |
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Sontag Advisory | 1.8M | $58M | 1116% | Sep 2024 |
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Evoke Wealth | 1.8M | $56M | 4681% | Sep 2024 |
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Kestra Advisory Services | 1.6M | $52M | 2% | Sep 2024 |
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WNY Asset Management | 1.6M | $51M | 57% | Sep 2024 |
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Private Ocean | 1.6M | $48M | 7% | Jun 2024 |
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Colony | 1.6M | $50M | 100% | Sep 2024 |
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Private Capital Management | 1.6M | $46M | 62% | Jun 2024 |
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Wealth Enhancement Advisory Services | 1.6M | $46M | 17% | Jun 2024 |
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Sequoia Financial Advisors | 1.5M | $48M | 9% | Sep 2024 |
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Zhang Financial | 1.5M | $47M | 2% | Sep 2024 |
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RAM Investment Partners | 1.5M | $47M | 4% | Sep 2024 |
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Financial Management Professionals | 1.4M | $45M | 8% | Sep 2024 |
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Buckingham Asset Management | 1.4M | $42M | 7% | Jun 2024 |
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McIlrath & Eck | 1.4M | $44M | -3% | Sep 2024 |
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Spinnaker Investment Group | 1.3M | $42M | 5% | Sep 2024 |
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Financial Planning & Information Services | 1.2M | $40M | 9% | Sep 2024 |
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Great Point Wealth Advisors | 1.2M | $40M | 2% | Sep 2024 |
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Bedel Financial Consulting | 1.2M | $39M | 6% | Sep 2024 |
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Aquire Wealth Advisors | 1.2M | $38M | 12% | Sep 2024 |
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Wealth Dimensions Group | 1.1M | $34M | 17% | Sep 2024 |
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Commonwealth Equity Services | 1.1M | $34M | -27% | Sep 2024 |
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Apollon Wealth Management | 1.0M | $33M | 6% | Sep 2024 |
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JFS Wealth Advisors | 1.0M | $32M | 4% | Sep 2024 |
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Mather Group | 986k | $31M | -5% | Sep 2024 |
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Arista Wealth Management | 982k | $31M | 4% | Sep 2024 |
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Mission Wealth Management | 971k | $31M | 1% | Sep 2024 |
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Cetera Investment Advisers | 946k | $28M | 48% | Jun 2024 |
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First National Bank Of Omaha | 936k | $30M | 997% | Sep 2024 |
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Pioneer Wealth Management Group | 921k | $29M | 7% | Sep 2024 |
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Brighton Jones | 885k | $28M | -6% | Sep 2024 |
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Vantage Financial Partners | 884k | $26M | 1% | Jun 2024 |
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First National Advisers | 880k | $28M | 100% | Sep 2024 |
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Chico Wealth RIA | 859k | $27M | -1% | Sep 2024 |
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PBMares Wealth Management | 852k | $27M | 79% | Sep 2024 |
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LRI Investments | 850k | $25M | 4% | Sep 2024 |
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Goss Wealth Management | 841k | $25M | 15% | Jun 2024 |
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Monument Group Wealth Advisors | 838k | $27M | 9% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 822k | $24M | 157% | Jun 2024 |
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MAI Wealth Advisors | 817k | $26M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 767k | $24M | 62% | Sep 2024 |
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Aptus Capital Advisors | 761k | $24M | 5% | Sep 2024 |
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LPL Financial | 752k | $24M | 124% | Sep 2024 |
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Sax Wealth Advisors | 741k | $24M | 7% | Sep 2024 |
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Creative Planning | 736k | $23M | 0% | Sep 2024 |
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GeoWealth Management | 718k | $23M | 107% | Sep 2024 |
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Perigon Wealth Management | 717k | $23M | 3% | Sep 2024 |
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Larson Financial Group | 700k | $22M | -8% | Sep 2024 |
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Buckingham Strategic Partners | 692k | $22M | 34% | Sep 2024 |
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Annandale Capital | 692k | $22M | 11% | Sep 2024 |
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Keyes, Stange & Wooten Wealth Management | 676k | $22M | 2% | Sep 2024 |
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Mml Investors Services | 670k | $21M | 11% | Sep 2024 |
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UMA Financial Services | 655k | $20M | 1% | Sep 2024 |
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DecisionPoint Financial | 646k | $21M | -2% | Sep 2024 |
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SC&H Financial Advisors | 642k | $20M | 6% | Sep 2024 |
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Captrust Financial Advisors | 637k | $20M | 0% | Sep 2024 |
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Stonehearth Capital Management | 635k | $20M | 3% | Sep 2024 |
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Rappaport Reiches Capital Management | 628k | $20M | 9% | Sep 2024 |
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BWM Planning | 619k | $20M | 100% | Sep 2024 |
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Valued Wealth Advisors | 614k | $20M | -3% | Sep 2024 |
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Kure Advisory | 604k | $19M | 2% | Sep 2024 |
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Advisory Alpha | 601k | $19M | 5% | Sep 2024 |
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Dynamic Advisors Solutions | 587k | $19M | 3% | Sep 2024 |
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Fiduciary Financial Group | 586k | $18M | 8% | Sep 2024 |
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Pallas Capital Advisors | 584k | $18M | 9% | Sep 2024 |
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Hanson McClain Advisors | 584k | $19M | -2% | Sep 2024 |
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Awm Capital | 582k | $17M | 0% | Jun 2024 |
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Diversify Wealth Management | 581k | $18M | 3% | Sep 2024 |
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Legacy Financial Group | 571k | $17M | 1% | Sep 2024 |
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Brogan Financial | 562k | $17M | 3% | Jun 2024 |
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Wiley Bros.-aintree Capital | 543k | $16M | 726% | Jun 2024 |
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AE Wealth Management | 534k | $17M | 11% | Sep 2024 |
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Curated Wealth Partners | 533k | $17M | 7% | Sep 2024 |
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Pathstone Holdings | 528k | $17M | 13% | Sep 2024 |
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Evanson Asset Management | 528k | $17M | 5% | Sep 2024 |
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TCP Asset Management | 527k | $17M | 2% | Sep 2024 |
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Mendota Financial Group | 522k | $17M | 11% | Sep 2024 |
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Essential Planning | 509k | $16M | 2% | Sep 2024 |
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Spectrum Investment Advisors | 508k | $16M | 3% | Sep 2024 |
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Quantum Financial Advisors | 503k | $16M | 13% | Sep 2024 |
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Consilium Wealth Advisory | 492k | $16M | -5% | Sep 2024 |
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Chicago Partners Investment | 490k | $15M | 1% | Sep 2024 |
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tru Independence | 457k | $15M | 10% | Sep 2024 |
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Sterling Financial Group | 444k | $14M | 0% | Sep 2024 |
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Builder Investment Group | 433k | $14M | 2% | Sep 2024 |
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Mercer Global Advisors | 405k | $12M | -6% | Jun 2024 |
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One Capital Management | 402k | $13M | 4% | Sep 2024 |
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Private Advisor | 396k | $13M | 14% | Sep 2024 |
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Plan | 393k | $13M | 0% | Sep 2024 |
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Forum Private Client Group | 391k | $12M | 6% | Sep 2024 |
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Landmark Wealth Management | 390k | $12M | 4% | Sep 2024 |
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HighTower Advisors | 389k | $12M | 39% | Jun 2024 |
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Gail Mannix | 386k | $11M | 2% | Sep 2024 |
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Monticello Wealth Management | 381k | $12M | 26% | Sep 2024 |
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Pinnacle Wealth Management Advisory | 379k | $12M | 0% | Sep 2024 |
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Envision Financial Planning | 373k | $12M | 15% | Sep 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 359k | $11M | -4% | Sep 2024 |
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Diversified Portfolios | 356k | $11M | 6% | Sep 2024 |
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Asset Planning Corporation | 356k | $11M | 100% | Sep 2024 |
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Old Mission Capital | 355k | $11M | 255% | Jun 2024 |
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Fonville Wealth Management | 350k | $11M | 6% | Sep 2024 |
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Cambridge Investment Research Advisors | 349k | $11M | 3% | Sep 2024 |
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Heritage Wealth Management, Inc./Texas | 346k | $11M | 8% | Sep 2024 |
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Austin Wealth Management | 334k | $10M | 13% | Sep 2024 |
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Burns Wealth Management | 330k | $11M | -1% | Sep 2024 |
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Modera Wealth Management | 329k | $11M | -4% | Sep 2024 |
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Two West Capital Advisors | 321k | $10M | 14% | Sep 2024 |
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Wealthquest | 312k | $9.9M | 24% | Sep 2024 |
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Allegiance Financial Group Advisory Services | 309k | $9.2M | 13% | Jun 2024 |
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Midwest Heritage Bank | 305k | $9.7M | 2% | Sep 2024 |
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Flow Traders US | 301k | $9.6M | 100% | Sep 2024 |
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Raymond James & Associates | 296k | $9.4M | 1% | Sep 2024 |
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Susquehanna International | 293k | $9.3M | 100% | Sep 2024 |
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Thrivent Financial for Lutherans | 291k | $9.2M | 19% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 288k | $9.2M | 175% | Sep 2024 |
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Liberty Wealth Management | 286k | $9.1M | -50% | Sep 2024 |
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Morling Financial Advisors | 283k | $9.0M | 17% | Sep 2024 |
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First National Corp | 282k | $9.0M | -2% | Sep 2024 |
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Okabena Investment Services | 278k | $8.8M | 0% | Sep 2024 |
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CVA Family Office | 277k | $8.8M | 22% | Sep 2024 |
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Plan Group Financial | 277k | $8.8M | 5% | Sep 2024 |
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Equitable Holdings | 267k | $7.9M | 15% | Jun 2024 |
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Advisor Group Holdings | 255k | $8.1M | 24% | Sep 2024 |
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Shira Ridge Wealth Management | 251k | $8.0M | 7% | Sep 2024 |
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Security Financial Services | 249k | $7.9M | 3% | Sep 2024 |
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Pure Portfolios Holdings | 244k | $7.8M | 100% | Sep 2024 |
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Fort Henry Capital | 240k | $7.6M | 8% | Sep 2024 |
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GEM Asset Management | 237k | $7.4M | 11% | Sep 2024 |
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Hurlow Wealth Management Group | 235k | $7.5M | 0% | Sep 2024 |
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American Capital Advisory | 234k | $7.4M | 14% | Sep 2024 |
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Change Path | 233k | $7.4M | 73% | Sep 2024 |
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Stifel Financial | 230k | $6.8M | 0% | Jun 2024 |
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Forza Wealth Management | 222k | $7.0M | 8% | Sep 2024 |
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Vista Wealth Management Group | 216k | $6.9M | -7% | Sep 2024 |
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Helen Stephens Group | 205k | $6.5M | -7% | Sep 2024 |
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Cowa | 156k | $5.0M | -31% | Sep 2024 |
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HPM Partners | 130k | $4.1M | -59% | Sep 2024 |
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Jane Street | 45k | $1.4M | -91% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
McCarthy & Cox | Jun 2024 | 399k | $12M |