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 |
|---|---|---|---|---|---|
| Sym Financial Corporation | 6.1M | $176M | -4% | Dec 2023 |
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| Cable Hill Partners | 5.3M | $149M | 5% | Dec 2023 |
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| Bank of America Corporation | 4.6M | $131M | 3% | Dec 2023 |
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| CI Private Wealth | 3.6M | $102M | 6% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 3.3M | $101M | 4% | Mar 2024 |
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| Royal Bank of Canada | 2.5M | $71M | 17% | Dec 2023 |
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| Marquette Asset Management | 2.0M | $57M | 36% | Dec 2023 |
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| LVZ Advisors | 1.9M | $57M | 1% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 1.8M | $51M | 13% | Dec 2023 |
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| RVW Wealth | 1.6M | $50M | 5% | Mar 2024 |
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| Commonwealth Equity Services | 1.6M | $46M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 1.6M | $46M | 2% | Dec 2023 |
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| Evoke Wealth | 1.5M | $44M | 3% | Dec 2023 |
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| Private Ocean | 1.5M | $45M | 15% | Mar 2024 |
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| Root Financial Partners | 1.4M | $44M | 16% | Mar 2024 |
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| Zhang Financial | 1.4M | $43M | 9% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.3M | $40M | 33% | Mar 2024 |
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| UBS Group | 1.3M | $36M | -8% | Dec 2023 |
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| RAM Investment Partners | 1.3M | $36M | 1% | Dec 2023 |
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| Sequoia Financial Advisors | 1.2M | $36M | 8% | Dec 2023 |
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| Spinnaker Investment Group | 1.2M | $37M | 4% | Mar 2024 |
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| McIlrath & Eck | 1.1M | $32M | 21% | Dec 2023 |
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| Bedel Financial Consulting | 1.1M | $30M | 2% | Dec 2023 |
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| Aquire Wealth Advisors | 1.0M | $30M | 2% | Dec 2023 |
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| Mather Group | 995k | $29M | 0% | Mar 2024 |
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| JFS Wealth Advisors | 975k | $28M | 45% | Dec 2023 |
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| Mission Wealth Management | 927k | $27M | -2% | Dec 2023 |
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| Private Capital Management | 862k | $25M | 16% | Dec 2023 |
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| Larson Financial Group | 858k | $25M | 6% | Dec 2023 |
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| Chico Wealth RIA | 847k | $26M | 5% | Mar 2024 |
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| Betterment | 830k | $24M | 45% | Dec 2023 |
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| Pure Financial Advisors | 807k | $24M | 20% | Mar 2024 |
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| Pioneer Wealth Management Group | 805k | $24M | 16% | Mar 2024 |
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| Wealth Dimensions Group | 780k | $22M | 70% | Dec 2023 |
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| Creative Planning | 756k | $22M | 17% | Dec 2023 |
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| Frank. Day | 714k | $21M | 2% | Dec 2023 |
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| Buckingham Asset Management | 705k | $20M | 87% | Dec 2023 |
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| Kestra Advisory Services | 697k | $20M | 484% | Dec 2023 |
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| DecisionPoint Financial | 649k | $19M | 0% | Dec 2023 |
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| Monument Group Wealth Advisors | 639k | $18M | 100% | Dec 2023 |
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| Keyes, Stange & Wooten Wealth Management | 632k | $18M | 100% | Dec 2023 |
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| Perigon Wealth Management | 626k | $18M | -7% | Dec 2023 |
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| UMA Financial Services | 620k | $18M | 3% | Mar 2024 |
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| Hanson McClain Advisors | 592k | $18M | -2% | Mar 2024 |
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| Awm Capital | 584k | $18M | -4% | Mar 2024 |
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| SC&H Financial Advisors | 557k | $16M | 4% | Dec 2023 |
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| Stonehearth Capital Management | 552k | $16M | -9% | Dec 2023 |
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| Kure Advisory | 543k | $16M | 1% | Dec 2023 |
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| Pallas Capital Advisors | 531k | $16M | 3% | Mar 2024 |
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| Rappaport Reiches Capital Management | 525k | $16M | 14% | Mar 2024 |
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| Captrust Financial Advisors | 518k | $15M | 3% | Dec 2023 |
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| Brogan Financial | 518k | $15M | 100% | Dec 2023 |
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| Mutual Advisors | 501k | $14M | 251% | Dec 2023 |
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| Consilium Wealth Advisory | 498k | $14M | 2% | Dec 2023 |
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| TCP Asset Management | 490k | $15M | 26% | Mar 2024 |
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| FirstPurpose Wealth | 486k | $15M | 4% | Mar 2024 |
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| Evanson Asset Management | 465k | $14M | 9% | Mar 2024 |
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| Chicago Partners Investment | 462k | $14M | 9% | Mar 2024 |
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| Pathstone Holdings | 452k | $13M | 100% | Dec 2023 |
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| Annandale Capital | 448k | $13M | 25% | Dec 2023 |
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| Quantum Financial Advisors | 438k | $13M | 81% | Mar 2024 |
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| AE Wealth Management | 438k | $13M | 16% | Dec 2023 |
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| Raymond James Financial Services Advisors | 437k | $13M | -40% | Mar 2024 |
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| Mercer Global Advisors | 434k | $12M | -6% | Dec 2023 |
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| MAI Wealth Advisors | 431k | $12M | -8% | Dec 2023 |
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| Financial Advocates Investment Management | 423k | $12M | -13% | Dec 2023 |
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| Great Point Wealth Advisors | 420k | $12M | 12% | Dec 2023 |
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| Builder Investment Group | 412k | $12M | 1% | Dec 2023 |
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| Sterling Financial Group | 406k | $12M | -5% | Dec 2023 |
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| tru Independence | 399k | $12M | -18% | Mar 2024 |
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| Jane Street | 398k | $11M | -59% | Dec 2023 |
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| Arista Wealth Management | 395k | $12M | -63% | Mar 2024 |
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| Sax Wealth Advisors | 392k | $11M | 80% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 385k | $11M | -7% | Dec 2023 |
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| Gail Mannix | 383k | $12M | -1% | Mar 2024 |
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| Mendota Financial Group | 381k | $12M | 378% | Mar 2024 |
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| Monticello Wealth Management | 381k | $12M | -50% | Mar 2024 |
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| Spectrum Investment Advisors | 380k | $11M | 100% | Dec 2023 |
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| Kickstand Ventures | 374k | $11M | 100% | Dec 2023 |
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| Dynamic Advisors Solutions | 365k | $11M | 7% | Mar 2024 |
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| Advisory Alpha | 362k | $10M | 2% | Dec 2023 |
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| Okabena Investment Services | 361k | $10M | 0% | Dec 2023 |
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| Modera Wealth Management | 352k | $10M | -2% | Dec 2023 |
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| Forum Private Client Group | 348k | $10M | 100% | Dec 2023 |
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| Traverso Chambers Private Wealth Management | 345k | $9.9M | 5% | Dec 2023 |
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| First National Corp | 343k | $9.8M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 341k | $10M | 4% | Mar 2024 |
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| Plan | 333k | $9.5M | 6% | Dec 2023 |
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| PBMares Wealth Management | 330k | $9.4M | 63% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 326k | $9.3M | 11% | Dec 2023 |
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| Diversified Portfolios | 323k | $9.3M | -8% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 320k | $9.7M | 257% | Mar 2024 |
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| Midwest Heritage Bank | 303k | $9.2M | 80% | Mar 2024 |
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| Envision Financial Planning | 300k | $8.6M | -2% | Dec 2023 |
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| Jpmorgan Chase & Co | 296k | $8.5M | 300% | Dec 2023 |
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| Baird Financial | 296k | $8.5M | 12% | Dec 2023 |
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| Raymond James & Associates | 294k | $8.9M | 2% | Mar 2024 |
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| Continuum Wealth Advisors | 287k | $8.2M | 1% | Dec 2023 |
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| Liberty Wealth Management | 287k | $8.2M | -10% | Dec 2023 |
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| Fonville Wealth Management | 286k | $8.7M | 32% | Mar 2024 |
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| Private Advisor | 280k | $8.0M | 28% | Dec 2023 |
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| Heritage Wealth Management, Inc./Texas | 276k | $8.3M | 3% | Mar 2024 |
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| Vista Wealth Management Group | 267k | $7.6M | -6% | Dec 2023 |
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| Plan Group Financial | 249k | $7.5M | 14% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 239k | $6.8M | 18% | Dec 2023 |
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| Cowa | 237k | $6.8M | -5% | Dec 2023 |
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| CVA Family Office | 235k | $6.7M | 0% | Dec 2023 |
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| Hurlow Wealth Management Group | 234k | $7.1M | 1% | Mar 2024 |
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| Shira Ridge Wealth Management | 231k | $7.0M | -2% | Mar 2024 |
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| Helen Stephens Group | 231k | $7.0M | -10% | Mar 2024 |
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| Austin Wealth Management | 227k | $6.5M | 32% | Dec 2023 |
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| Buckingham Strategic Partners | 224k | $6.4M | -7% | Dec 2023 |
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| Stifel Financial | 224k | $6.4M | 5% | Dec 2023 |
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| Security Financial Services | 223k | $6.7M | 4% | Mar 2024 |
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| HighTower Advisors | 211k | $6.0M | 245% | Dec 2023 |
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| Fort Henry Capital | 210k | $6.4M | 4% | Mar 2024 |
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| American Capital Advisory | 205k | $5.9M | 100% | Dec 2023 |
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| Apella Capital | 200k | $6.0M | -10% | Mar 2024 |
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| D.B. Root & Company | 199k | $6.0M | -3% | Mar 2024 |
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| Regal Wealth Group | 197k | $5.6M | 6% | Dec 2023 |
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| GEM Asset Management | 195k | $5.6M | 16% | Dec 2023 |
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| Wealthquest | 193k | $5.5M | 8% | Dec 2023 |
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| Morling Financial Advisors | 193k | $5.5M | 21% | Dec 2023 |
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| D.A. Davidson & Co. | 188k | $5.4M | 4% | Dec 2023 |
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| Forza Wealth Management | 188k | $5.7M | 10% | Mar 2024 |
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| Keating Wealth Management | 186k | $5.6M | 23% | Mar 2024 |
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| Curated Wealth Partners | 177k | $5.4M | 100% | Mar 2024 |
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| Advisor Group Holdings | 175k | $5.0M | -10% | Dec 2023 |
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| ERn Financial | 174k | $5.3M | 2% | Mar 2024 |
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| Baker Boyer National Bank | 173k | $5.2M | 0% | Mar 2024 |
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| Syverson Strege & Co | 173k | $4.9M | 0% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 172k | $5.2M | 9% | Mar 2024 |
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| Beacon Pointe Advisors | 168k | $4.8M | 9% | Dec 2023 |
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| RFG Advisory | 167k | $5.0M | -1% | Mar 2024 |
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| Dodds Wealth | 162k | $4.6M | 100% | Dec 2023 |
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| Wealthspan Partners | 161k | $4.6M | 10% | Dec 2023 |
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| Sutton Place Investors | 157k | $4.8M | 14% | Mar 2024 |
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| Warren Averett Asset Management | 157k | $4.5M | -7% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 153k | $4.4M | 9% | Dec 2023 |
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| Ark & Tlk Investments | 152k | $4.4M | 100% | Dec 2023 |
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| Premier Path Wealth Partners | 152k | $4.6M | 27% | Mar 2024 |
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| Fermata Advisors | 152k | $4.6M | 5% | Mar 2024 |
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| CPA Asset Management | 151k | $4.3M | 27% | Dec 2023 |
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| Market Street Wealth Management Advisors | 150k | $4.5M | 10% | Mar 2024 |
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| Drive Wealth Management | 149k | $4.5M | 10% | Mar 2024 |
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| Clarity Capital Advisors | 148k | $4.5M | 7% | Mar 2024 |
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| CX Institutional | 142k | $4.3M | 9% | Mar 2024 |
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| SOL Capital Management | 141k | $4.3M | -1% | Mar 2024 |
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| Patriot Financial Group Insurance Agency | 138k | $4.0M | -7% | Dec 2023 |
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| Tortoise Investment Management | 133k | $3.8M | 7% | Dec 2023 |
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| Wealthsource Partners | 131k | $3.8M | 0% | Dec 2023 |
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| Sontag Advisory | 131k | $3.8M | 100% | Dec 2023 |
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| AdvisorNet Financial | 120k | $3.6M | -27% | Mar 2024 |
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| Annapolis Financial Services | 61k | $1.8M | -80% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 527k | $14M |