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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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 |
|---|---|---|---|---|---|
| Essential Planning | 32M | $980M | 6241% | Dec 2024 |
|
| Sym Financial Corporation | 6.6M | $194M | 100% | Dec 2024 |
|
| Bank of America Corporation | 6.0M | $175M | -1% | Dec 2024 |
|
| Envestnet Asset Management | 6.0M | $175M | 59% | Dec 2024 |
|
| Cable Hill Partners | 5.6M | $163M | 3% | Dec 2024 |
|
| CI Private Wealth | 4.2M | $123M | 0% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 4.1M | $122M | 55% | Dec 2024 |
|
| Northern Trust | 3.9M | $115M | -9% | Dec 2024 |
|
| Royal Bank of Canada | 3.6M | $106M | 5% | Dec 2024 |
|
| Moisand Fitzgerald Tamayo | 3.6M | $105M | 2% | Dec 2024 |
|
| UBS Group | 3.2M | $92M | 16% | Dec 2024 |
|
| Root Financial Partners | 3.1M | $91M | 29% | Dec 2024 |
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| Pure Financial Advisors | 3.0M | $87M | 8% | Dec 2024 |
|
| Resources Investment Advisors | 2.5M | $74M | 4% | Dec 2024 |
|
| Hartland & Co | 2.5M | $74M | 7% | Dec 2024 |
|
| Mariner Wealth Advisors | 2.4M | $71M | 7% | Dec 2024 |
|
| Sontag Advisory | 2.1M | $62M | 18% | Dec 2024 |
|
| Marquette Asset Management | 2.1M | $67M | 0% | Mar 2025 |
|
| LVZ Advisors | 1.9M | $57M | 3% | Dec 2024 |
|
| RVW Wealth | 1.9M | $54M | 2% | Dec 2024 |
|
| Kestra Advisory Services | 1.9M | $54M | 14% | Dec 2024 |
|
| Evoke Wealth | 1.8M | $54M | 4% | Dec 2024 |
|
| Colony | 1.8M | $51M | 12% | Dec 2024 |
|
| Zhang Financial | 1.7M | $52M | 6% | Mar 2025 |
|
| WNY Asset Management | 1.6M | $48M | 2% | Dec 2024 |
|
| Financial Management Professionals | 1.6M | $51M | 8% | Mar 2025 |
|
| Sequoia Financial Advisors | 1.6M | $47M | 6% | Dec 2024 |
|
| RAM Investment Partners | 1.6M | $46M | 6% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 1.6M | $49M | -7% | Mar 2025 |
|
| Private Capital Management | 1.5M | $42M | 2% | Dec 2024 |
|
| First National Bank Of Omaha | 1.4M | $42M | 55% | Dec 2024 |
|
| Spinnaker Investment Group | 1.3M | $39M | 2% | Dec 2024 |
|
| Commonwealth Equity Services | 1.3M | $39M | 26% | Dec 2024 |
|
| Great Point Wealth Advisors | 1.3M | $39M | 6% | Dec 2024 |
|
| Bedel Financial Consulting | 1.3M | $40M | 7% | Dec 2024 |
|
| EP Wealth Advisors | 1.3M | $38M | -41% | Dec 2024 |
|
| Aquire Wealth Advisors | 1.3M | $38M | 8% | Dec 2024 |
|
| McIlrath & Eck | 1.3M | $37M | -9% | Dec 2024 |
|
| Betterment | 1.2M | $36M | 15% | Dec 2024 |
|
| Raymond James Financial | 1.2M | $34M | 100% | Dec 2024 |
|
| Wealth Dimensions Group | 1.1M | $33M | 6% | Dec 2024 |
|
| Pioneer Wealth Management Group | 1.1M | $35M | 20% | Mar 2025 |
|
| First National Advisers | 1.1M | $32M | 23% | Dec 2024 |
|
| Apollon Wealth Management | 1.1M | $32M | 6% | Dec 2024 |
|
| Brighton Jones | 1.1M | $31M | 21% | Dec 2024 |
|
| JFS Wealth Advisors | 1.0M | $30M | 3% | Dec 2024 |
|
| Willow Creek Wealth Management | 998k | $29M | 100% | Dec 2024 |
|
| Arista Wealth Management | 997k | $29M | 1% | Dec 2024 |
|
| Mather Group | 993k | $29M | 1% | Dec 2024 |
|
| Buckingham Strategic Partners | 973k | $28M | 41% | Dec 2024 |
|
| Mission Wealth Management | 930k | $27M | -4% | Dec 2024 |
|
| Chico Wealth RIA | 905k | $26M | 5% | Dec 2024 |
|
| LRI Investments | 895k | $26M | 5% | Dec 2024 |
|
| MAI Wealth Advisors | 872k | $26M | 7% | Dec 2024 |
|
| Aptus Capital Advisors | 782k | $23M | 3% | Dec 2024 |
|
| LPL Financial | 760k | $22M | 1% | Dec 2024 |
|
| Stadion Money Management | 756k | $22M | 2% | Dec 2024 |
|
| Sax Wealth Advisors | 751k | $22M | 1% | Dec 2024 |
|
| Annandale Capital | 742k | $22M | 7% | Dec 2024 |
|
| Perigon Wealth Management | 727k | $21M | 1% | Dec 2024 |
|
| UMA Financial Services | 727k | $21M | 11% | Dec 2024 |
|
| Creative Planning | 725k | $21M | -2% | Dec 2024 |
|
| Monument Group Wealth Advisors | 718k | $21M | -14% | Dec 2024 |
|
| PBMares Wealth Management | 713k | $21M | -16% | Dec 2024 |
|
| SC&H Financial Advisors | 710k | $21M | 11% | Dec 2024 |
|
| Mml Investors Services | 702k | $21M | 5% | Dec 2024 |
|
| Rappaport Reiches Capital Management | 693k | $20M | 10% | Dec 2024 |
|
| Keyes, Stange & Wooten Wealth Management | 678k | $20M | 0% | Dec 2024 |
|
| DecisionPoint Financial | 670k | $20M | 4% | Dec 2024 |
|
| Stonehearth Capital Management | 665k | $19M | 5% | Dec 2024 |
|
| Mercer Global Advisors | 661k | $19M | 74% | Dec 2024 |
|
| Valued Wealth Advisors | 658k | $19M | 7% | Dec 2024 |
|
| Goss Wealth Management | 655k | $19M | -13% | Dec 2024 |
|
| Brogan Financial | 632k | $19M | 7% | Dec 2024 |
|
| Bridgewater Advisors | 627k | $18M | 613% | Dec 2024 |
|
| Kure Advisory | 624k | $20M | 3% | Mar 2025 |
|
| Captrust Financial Advisors | 618k | $18M | -3% | Dec 2024 |
|
| Fiduciary Financial Group | 616k | $18M | 1% | Mar 2025 |
|
| Dynamic Advisors Solutions | 615k | $18M | 5% | Dec 2024 |
|
| Larson Financial Group | 608k | $18M | -13% | Dec 2024 |
|
| GeoWealth Management | 608k | $18M | -15% | Dec 2024 |
|
| AE Wealth Management | 607k | $18M | 14% | Dec 2024 |
|
| BWM Planning | 605k | $18M | -2% | Dec 2024 |
|
| Private Advisor | 600k | $18M | 51% | Dec 2024 |
|
| Pallas Capital Advisors | 600k | $19M | 2% | Mar 2025 |
|
| Diversify Wealth Management | 595k | $17M | 2% | Dec 2024 |
|
| Curated Wealth Partners | 587k | $18M | 5% | Mar 2025 |
|
| Quantum Financial Advisors | 584k | $17M | 16% | Dec 2024 |
|
| Legacy Financial Group | 579k | $17M | 1% | Dec 2024 |
|
| Awm Capital | 576k | $17M | 0% | Dec 2024 |
|
| Evanson Asset Management | 565k | $17M | 7% | Dec 2024 |
|
| TCP Asset Management | 561k | $16M | 6% | Dec 2024 |
|
| Hanson McClain Advisors | 557k | $17M | -5% | Dec 2024 |
|
| Pathstone Holdings | 545k | $16M | 3% | Dec 2024 |
|
| Spectrum Investment Advisors | 532k | $16M | 5% | Dec 2024 |
|
| HighTower Advisors | 527k | $15M | 14% | Dec 2024 |
|
| Consilium Wealth Advisory | 514k | $16M | 3% | Mar 2025 |
|
| Plan | 496k | $15M | 26% | Dec 2024 |
|
| tru Independence | 481k | $14M | 5% | Dec 2024 |
|
| Chicago Partners Investment | 464k | $14M | -5% | Dec 2024 |
|
| Baird Financial | 461k | $14M | 1% | Dec 2024 |
|
| Builder Investment Group | 447k | $13M | 3% | Dec 2024 |
|
| Financial Alternatives | 443k | $13M | 7% | Dec 2024 |
|
| HPM Partners | 430k | $13M | 231% | Dec 2024 |
|
| Mendota Financial Group | 430k | $13M | -18% | Dec 2024 |
|
| Forum Private Client Group | 423k | $12M | 8% | Dec 2024 |
|
| One Capital Management | 422k | $12M | 5% | Dec 2024 |
|
| Liberty Wealth Management | 416k | $12M | 45% | Dec 2024 |
|
| Advantage Trust | 415k | $12M | 100% | Dec 2024 |
|
| Modera Wealth Management | 412k | $12M | 25% | Dec 2024 |
|
| Asset Planning Corporation | 407k | $12M | 14% | Dec 2024 |
|
| Cetera Investment Advisers | 406k | $12M | -61% | Dec 2024 |
|
| Fonville Wealth Management | 403k | $12M | 15% | Dec 2024 |
|
| Heritage Wealth Management, Inc./Texas | 398k | $12M | 15% | Dec 2024 |
|
| Austin Wealth Management | 396k | $12M | 19% | Dec 2024 |
|
| Envision Financial Planning | 395k | $12M | 6% | Dec 2024 |
|
| Brown Advisory Holdings Incorporated | 388k | $11M | -65% | Dec 2024 |
|
| CPA Asset Management | 385k | $11M | 120% | Dec 2024 |
|
| Gail Mannix | 381k | $11M | -1% | Dec 2024 |
|
| Pinnacle Wealth Management Advisory | 381k | $11M | 0% | Dec 2024 |
|
| Hemington Wealth Management | 379k | $11M | 45% | Dec 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 372k | $11M | 4% | Dec 2024 |
|
| Landmark Wealth Management | 360k | $11M | -8% | Dec 2024 |
|
| Diversified Portfolios | 359k | $11M | 1% | Dec 2024 |
|
| Burns Wealth Management | 359k | $11M | 9% | Dec 2024 |
|
| Allegiance Financial Group Advisory Services | 359k | $11M | 9% | Dec 2024 |
|
| Sterling Wealth Advisors | 353k | $10M | 100% | Dec 2024 |
|
| Wealthquest | 345k | $10M | 11% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 345k | $10M | 20% | Dec 2024 |
|
| Ledgewood Wealth Advisors | 340k | $9.9M | 5% | Dec 2024 |
|
| Guardian Wealth Advisors, Llc / Nc | 334k | $9.7M | 2% | Dec 2024 |
|
| Morling Financial Advisors | 332k | $9.7M | 17% | Dec 2024 |
|
| Colorado Capital Management | 328k | $9.6M | 77% | Dec 2024 |
|
| Archvest Wealth Advisors | 326k | $9.5M | 658% | Dec 2024 |
|
| Next Level Wealth Planning | 325k | $9.5M | 100% | Dec 2024 |
|
| Midwest Heritage Bank | 322k | $9.4M | 6% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 319k | $9.3M | -8% | Dec 2024 |
|
| Bannerman Wealth Management Group | 318k | $9.9M | 3% | Mar 2025 |
|
| Two West Capital Advisors | 317k | $9.6M | 7% | Mar 2025 |
|
| Thrivent Financial for Lutherans | 298k | $8.7M | 2% | Dec 2024 |
|
| CVA Family Office | 291k | $9.1M | 6% | Mar 2025 |
|
| Kestra Investment Management | 283k | $8.3M | 47% | Dec 2024 |
|
| Plan Group Financial | 279k | $8.1M | 1% | Dec 2024 |
|
| Okabena Investment Services | 278k | $8.1M | 0% | Dec 2024 |
|
| First National Corp | 278k | $8.7M | -2% | Mar 2025 |
|
| Equitable Holdings | 277k | $8.1M | -12% | Dec 2024 |
|
| Integrated Wealth Concepts | 276k | $8.1M | 78% | Dec 2024 |
|
| Fermata Advisors | 274k | $8.5M | 19% | Mar 2025 |
|
| Aegis Wealth Management | 273k | $8.0M | 100% | Dec 2024 |
|
| Shira Ridge Wealth Management | 269k | $8.4M | 1% | Mar 2025 |
|
| Advisory Alpha | 23k | $704k | -97% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 584k | $19M |
| Flow Traders US | Sep 2024 | 301k | $9.6M |
| Susquehanna International | Sep 2024 | 293k | $9.3M |