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 | 6.2M | $185M | 2% | Jun 2024 |
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| Cable Hill Partners | 5.5M | $162M | 4% | Jun 2024 |
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| Bank of America Corporation | 5.1M | $152M | 9% | Jun 2024 |
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| CI Private Wealth | 4.1M | $123M | 7% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 3.5M | $112M | 3% | Sep 2024 |
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| Royal Bank of Canada | 2.6M | $77M | 2% | Jun 2024 |
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| EP Wealth Advisors | 2.5M | $73M | 19022% | Jun 2024 |
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| Resources Investment Advisors | 2.3M | $69M | 18% | Jun 2024 |
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| Pure Financial Advisors | 2.3M | $68M | 184% | Jun 2024 |
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| Mariner Wealth Advisors | 2.1M | $63M | 16% | Jun 2024 |
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| Marquette Asset Management | 2.0M | $65M | 0% | Sep 2024 |
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| LVZ Advisors | 1.9M | $56M | 1% | Jun 2024 |
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| Hartland & Co | 1.9M | $56M | 11972% | Jun 2024 |
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| RVW Wealth | 1.8M | $58M | 4% | Sep 2024 |
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| Root Financial Partners | 1.8M | $54M | 26% | Jun 2024 |
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| Envestnet Asset Management | 1.7M | $50M | 98% | Jun 2024 |
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| Private Ocean | 1.6M | $48M | 7% | Jun 2024 |
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| Kestra Advisory Services | 1.6M | $47M | 4% | Jun 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 | 1.4M | $42M | 6% | Jun 2024 |
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| Buckingham Asset Management | 1.4M | $42M | 7% | Jun 2024 |
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| Financial Management Professionals | 1.3M | $39M | 100% | Jun 2024 |
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| Spinnaker Investment Group | 1.2M | $37M | 3% | Jun 2024 |
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| Great Point Wealth Advisors | 1.2M | $40M | 2% | Sep 2024 |
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| Bedel Financial Consulting | 1.2M | $34M | 4% | Jun 2024 |
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| Financial Planning & Information Services | 1.1M | $34M | 3% | Jun 2024 |
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| Commonwealth Equity Services | 1.1M | $34M | -27% | Sep 2024 |
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| WNY Asset Management | 1.0M | $31M | 1315% | Jun 2024 |
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| Mather Group | 986k | $31M | -5% | Sep 2024 |
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| Apollon Wealth Management | 967k | $29M | 3812% | Jun 2024 |
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| JFS Wealth Advisors | 964k | $29M | -1% | Jun 2024 |
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| Mission Wealth Management | 959k | $28M | -9% | Jun 2024 |
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| Cetera Investment Advisers | 946k | $28M | 48% | Jun 2024 |
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| Arista Wealth Management | 944k | $28M | 139% | Jun 2024 |
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| Brighton Jones | 941k | $28M | 20% | Jun 2024 |
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| Pioneer Wealth Management Group | 921k | $29M | 7% | Sep 2024 |
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| Wealth Dimensions Group | 917k | $27M | 11% | Jun 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 | 872k | $26M | 3% | Jun 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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| LRI Investments | 818k | $24M | 2% | Jun 2024 |
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| MAI Wealth Advisors | 814k | $24M | 2% | Jun 2024 |
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| Raymond James Financial Services Advisors | 767k | $24M | 62% | Sep 2024 |
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| Larson Financial Group | 759k | $23M | -6% | Jun 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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| Aptus Capital Advisors | 725k | $22M | 3% | Jun 2024 |
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| Perigon Wealth Management | 717k | $23M | 3% | Sep 2024 |
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| Keyes, Stange & Wooten Wealth Management | 664k | $20M | 4% | Jun 2024 |
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| DecisionPoint Financial | 661k | $20M | 2% | Jun 2024 |
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| UMA Financial Services | 655k | $20M | 1% | Sep 2024 |
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| Stonehearth Capital Management | 635k | $20M | 3% | Sep 2024 |
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| Captrust Financial Advisors | 634k | $19M | 1% | Jun 2024 |
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| Valued Wealth Advisors | 632k | $19M | 5% | Jun 2024 |
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| Rappaport Reiches Capital Management | 628k | $20M | 9% | Sep 2024 |
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| Annandale Capital | 623k | $19M | 20% | Jun 2024 |
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| BWM Planning | 619k | $20M | 100% | Sep 2024 |
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| Mml Investors Services | 605k | $18M | 10% | Jun 2024 |
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| SC&H Financial Advisors | 605k | $18M | 5% | Jun 2024 |
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| Kure Advisory | 604k | $19M | 2% | Sep 2024 |
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| Hanson McClain Advisors | 594k | $18M | 0% | Jun 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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| Awm Capital | 582k | $17M | 0% | Jun 2024 |
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| Advisory Alpha | 575k | $17M | 50% | Jun 2024 |
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| Liberty Wealth Management | 566k | $8.3M | 91% | Jun 2024 |
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| Legacy Financial Group | 564k | $17M | -1% | Jun 2024 |
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| Diversify Wealth Management | 564k | $16M | 100% | Jun 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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| Pallas Capital Advisors | 538k | $16M | 1% | Jun 2024 |
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| Curated Wealth Partners | 533k | $17M | 7% | Sep 2024 |
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| Evanson Asset Management | 528k | $17M | 5% | Sep 2024 |
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| Mendota Financial Group | 522k | $17M | 11% | Sep 2024 |
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| Consilium Wealth Advisory | 519k | $15M | 0% | Jun 2024 |
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| TCP Asset Management | 514k | $15M | 5% | Jun 2024 |
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| Quantum Financial Advisors | 503k | $16M | 13% | Sep 2024 |
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| Essential Planning | 498k | $15M | 8% | Jun 2024 |
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| Spectrum Investment Advisors | 495k | $15M | 18% | Jun 2024 |
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| Chicago Partners Investment | 487k | $15M | 5% | Jun 2024 |
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| Jane Street | 487k | $14M | 69% | Jun 2024 |
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| AE Wealth Management | 482k | $14M | 0% | Jun 2024 |
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| PBMares Wealth Management | 475k | $14M | 16% | Jun 2024 |
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| Pathstone Holdings | 467k | $14M | 5% | Jun 2024 |
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| Sterling Financial Group | 445k | $13M | 3% | Jun 2024 |
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| Builder Investment Group | 433k | $14M | 2% | Sep 2024 |
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| tru Independence | 416k | $12M | 4% | Jun 2024 |
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| Mercer Global Advisors | 405k | $12M | -6% | Jun 2024 |
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| Plan | 393k | $12M | 7% | Jun 2024 |
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| HighTower Advisors | 389k | $12M | 39% | Jun 2024 |
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| One Capital Management | 385k | $11M | 4% | Jun 2024 |
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| Gail Mannix | 379k | $11M | -1% | Jun 2024 |
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| Pinnacle Wealth Management Advisory | 379k | $12M | 0% | Sep 2024 |
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| Landmark Wealth Management | 376k | $11M | 100% | Jun 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 374k | $11M | 2% | Jun 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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| Private Advisor | 348k | $10M | 26% | Jun 2024 |
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| GeoWealth Management | 347k | $10M | 100% | Jun 2024 |
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| Modera Wealth Management | 342k | $10M | 2% | Jun 2024 |
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| Cambridge Investment Research Advisors | 338k | $10M | -1% | Jun 2024 |
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| Diversified Portfolios | 336k | $10M | 1% | Jun 2024 |
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| LPL Financial | 335k | $9.9M | 47% | Jun 2024 |
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| Burns Wealth Management | 333k | $9.9M | -4% | Jun 2024 |
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| Fonville Wealth Management | 331k | $9.8M | 16% | Jun 2024 |
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| Envision Financial Planning | 326k | $9.7M | 5% | Jun 2024 |
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| Two West Capital Advisors | 321k | $10M | 14% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 320k | $9.5M | 16% | Jun 2024 |
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| HPM Partners | 317k | $9.4M | 659% | Jun 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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| Monticello Wealth Management | 301k | $8.9M | -21% | Jun 2024 |
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| Raymond James & Associates | 296k | $9.4M | 1% | Sep 2024 |
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| Austin Wealth Management | 296k | $9.0M | 9% | Jun 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 | $8.2M | 0% | Jun 2024 |
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| CVA Family Office | 277k | $8.8M | 22% | Sep 2024 |
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| Equitable Holdings | 267k | $7.9M | 15% | Jun 2024 |
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| Plan Group Financial | 263k | $7.8M | 6% | Jun 2024 |
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| Shira Ridge Wealth Management | 251k | $8.0M | 7% | Sep 2024 |
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| Wealthquest | 251k | $7.4M | 14% | Jun 2024 |
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| Pure Portfolios Holdings | 244k | $7.8M | 100% | Sep 2024 |
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| Security Financial Services | 241k | $7.2M | 8% | Jun 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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| Vista Wealth Management Group | 233k | $6.9M | -4% | Jun 2024 |
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| Stifel Financial | 230k | $6.8M | 0% | Jun 2024 |
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| Cowa | 227k | $6.7M | -1% | Jun 2024 |
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| Fort Henry Capital | 223k | $6.6M | 6% | Jun 2024 |
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| Sanctuary Advisors | 206k | $6.1M | 100% | Jun 2024 |
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| Forza Wealth Management | 205k | $6.1M | 9% | Jun 2024 |
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| D.B. Root & Company | 205k | $6.1M | 3% | Jun 2024 |
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| Helen Stephens Group | 205k | $6.5M | -7% | Sep 2024 |
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| American Capital Advisory | 205k | $5.9M | 59% | Jun 2024 |
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| Waypoint Capital Advisors | 196k | $6.2M | 220% | Sep 2024 |
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| Fermata Advisors | 189k | $6.0M | 14% | Sep 2024 |
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| Jpmorgan Chase & Co | 186k | $5.5M | -45% | Jun 2024 |
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| Glass Jacobson Investment Advisors | 186k | $5.5M | 8% | Jun 2024 |
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| Colorado Capital Management | 185k | $5.9M | 122% | Sep 2024 |
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| Syverson Strege & Co | 183k | $5.4M | 3% | Jun 2024 |
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| Andrews, Lucia Wealth Management | 182k | $5.4M | 13% | Sep 2024 |
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| D.A. Davidson & Co. | 182k | $5.4M | -2% | Jun 2024 |
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| Dodds Wealth | 178k | $5.4M | 1% | Jun 2024 |
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| RFG Advisory | 178k | $5.7M | 1% | Sep 2024 |
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| Apella Capital | 166k | $5.2M | -14% | Sep 2024 |
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| Change Path | 135k | $4.0M | -31% | Jun 2024 |
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| Evoke Wealth | 37k | $1.1M | -98% | Jun 2024 |
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| Financial Advocates Investment Management | 9.0k | $228k | -98% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| McCarthy & Cox | Jun 2024 | 399k | $12M |
| Flow Traders US | Mar 2024 | 203k | $6.1M |