Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAI
- CUSIP Number: 25434v203
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | $184M | -1% | Mar 2024 |
|
| Cable Hill Partners | 5.5M | $162M | 4% | Jun 2024 |
|
| Bank of America Corporation | 4.7M | $142M | 2% | Mar 2024 |
|
| CI Private Wealth | 3.9M | $116M | 8% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 3.3M | $101M | 4% | Mar 2024 |
|
| Royal Bank of Canada | 2.5M | $77M | 3% | Mar 2024 |
|
| Pure Financial Advisors | 2.3M | $68M | 184% | Jun 2024 |
|
| Marquette Asset Management | 2.0M | $60M | 0% | Mar 2024 |
|
| Resources Investment Advisors | 2.0M | $59M | 100% | Mar 2024 |
|
| LVZ Advisors | 1.9M | $56M | 1% | Jun 2024 |
|
| Mariner Wealth Advisors | 1.8M | $56M | 14% | Mar 2024 |
|
| Wilbanks Smith & Thomas Asset Management | 1.8M | $55M | 2% | Mar 2024 |
|
| RVW Wealth | 1.7M | $52M | 7% | Jun 2024 |
|
| Northern Trust | 1.7M | $52M | 100% | Mar 2024 |
|
| Evoke Wealth | 1.6M | $47M | 100% | Mar 2024 |
|
| Ronna Sue Cohen | 1.6M | $46M | 100% | Jun 2024 |
|
| Private Capital Management | 1.6M | $46M | 62% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 1.6M | $46M | 17% | Jun 2024 |
|
| Kestra Advisory Services | 1.5M | $46M | 119% | Mar 2024 |
|
| Private Ocean | 1.5M | $45M | 15% | Mar 2024 |
|
| Zhang Financial | 1.5M | $43M | 4% | Jun 2024 |
|
| Root Financial Partners | 1.4M | $44M | 16% | Mar 2024 |
|
| McIlrath & Eck | 1.4M | $43M | 29% | Mar 2024 |
|
| Sequoia Financial Advisors | 1.4M | $41M | 7% | Jun 2024 |
|
| Commonwealth Equity Services | 1.4M | $41M | -16% | Mar 2024 |
|
| RAM Investment Partners | 1.3M | $40M | 7% | Mar 2024 |
|
| Buckingham Asset Management | 1.3M | $40M | 88% | Mar 2024 |
|
| Financial Management Professionals | 1.3M | $39M | 100% | Jun 2024 |
|
| UBS Group | 1.3M | $38M | 0% | Mar 2024 |
|
| Spinnaker Investment Group | 1.2M | $37M | 3% | Jun 2024 |
|
| Great Point Wealth Advisors | 1.2M | $35M | 178% | Mar 2024 |
|
| Bedel Financial Consulting | 1.1M | $34M | 5% | Mar 2024 |
|
| Financial Planning & Information Services | 1.1M | $34M | 100% | Mar 2024 |
|
| Aquire Wealth Advisors | 1.1M | $33M | 4% | Mar 2024 |
|
| Mission Wealth Management | 1.1M | $32M | 14% | Mar 2024 |
|
| Mather Group | 1.0M | $31M | 4% | Jun 2024 |
|
| Apollon Wealth Management | 967k | $29M | 3812% | Jun 2024 |
|
| JFS Wealth Advisors | 964k | $29M | -1% | Jun 2024 |
|
| Vantage Financial Partners | 876k | $27M | 100% | Mar 2024 |
|
| Chico Wealth RIA | 872k | $26M | 3% | Jun 2024 |
|
| Pioneer Wealth Management Group | 862k | $26M | 7% | Jun 2024 |
|
| Envestnet Asset Management | 842k | $25M | 100% | Mar 2024 |
|
| Wealth Dimensions Group | 829k | $25M | 6% | Mar 2024 |
|
| Betterment | 827k | $25M | 0% | Mar 2024 |
|
| LRI Investments | 818k | $24M | 2% | Jun 2024 |
|
| Larson Financial Group | 807k | $24M | -6% | Mar 2024 |
|
| MAI Wealth Advisors | 800k | $24M | 86% | Mar 2024 |
|
| Brighton Jones | 785k | $24M | 100% | Mar 2024 |
|
| Creative Planning | 730k | $22M | -3% | Mar 2024 |
|
| Goss Wealth Management | 729k | $22M | 100% | Mar 2024 |
|
| Monument Group Wealth Advisors | 718k | $22M | 12% | Mar 2024 |
|
| Aptus Capital Advisors | 704k | $21M | 100% | Mar 2024 |
|
| Sax Wealth Advisors | 690k | $21M | 23% | Jun 2024 |
|
| Perigon Wealth Management | 665k | $20M | 6% | Mar 2024 |
|
| Keyes, Stange & Wooten Wealth Management | 664k | $20M | 4% | Jun 2024 |
|
| UMA Financial Services | 647k | $20M | 4% | Jun 2024 |
|
| DecisionPoint Financial | 647k | $19M | 0% | Mar 2024 |
|
| Cetera Investment Advisers | 639k | $19M | 100% | Mar 2024 |
|
| Valued Wealth Advisors | 632k | $19M | 5% | Jun 2024 |
|
| Captrust Financial Advisors | 625k | $19M | 21% | Mar 2024 |
|
| Stonehearth Capital Management | 616k | $18M | 7% | Jun 2024 |
|
| Hanson McClain Advisors | 594k | $18M | 0% | Jun 2024 |
|
| Kure Advisory | 593k | $18M | 4% | Jun 2024 |
|
| Awm Capital | 584k | $18M | -4% | Mar 2024 |
|
| SC&H Financial Advisors | 578k | $18M | 4% | Mar 2024 |
|
| Rappaport Reiches Capital Management | 574k | $17M | 9% | Jun 2024 |
|
| Dynamic Advisors Solutions | 572k | $17M | 57% | Jun 2024 |
|
| Legacy Financial Group | 569k | $17M | 100% | Mar 2024 |
|
| Mml Investors Services | 552k | $17M | 3% | Mar 2024 |
|
| Brogan Financial | 544k | $16M | 5% | Mar 2024 |
|
| Wiley Bros.-aintree Capital | 543k | $16M | 726% | Jun 2024 |
|
| Fiduciary Financial Group | 543k | $17M | 100% | Jun 2024 |
|
| Pallas Capital Advisors | 538k | $16M | 1% | Jun 2024 |
|
| Annandale Capital | 521k | $16M | 16% | Mar 2024 |
|
| Buckingham Strategic Partners | 518k | $16M | 131% | Mar 2024 |
|
| Consilium Wealth Advisory | 517k | $16M | 4% | Mar 2024 |
|
| TCP Asset Management | 514k | $15M | 5% | Jun 2024 |
|
| Evanson Asset Management | 503k | $15M | 8% | Jun 2024 |
|
| Curated Wealth Partners | 500k | $15M | 182% | Jun 2024 |
|
| FirstPurpose Wealth | 486k | $15M | 4% | Mar 2024 |
|
| AE Wealth Management | 481k | $15M | 10% | Mar 2024 |
|
| PBMares Wealth Management | 475k | $14M | 16% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 474k | $14M | 8% | Jun 2024 |
|
| Mendota Financial Group | 471k | $14M | 24% | Jun 2024 |
|
| Chicago Partners Investment | 462k | $14M | 9% | Mar 2024 |
|
| Essential Planning | 461k | $13M | 100% | Mar 2024 |
|
| Sterling Financial Group | 445k | $13M | 3% | Jun 2024 |
|
| Pathstone Holdings | 445k | $13M | -2% | Mar 2024 |
|
| Quantum Financial Advisors | 444k | $13M | 1% | Jun 2024 |
|
| Mercer Global Advisors | 430k | $13M | -1% | Mar 2024 |
|
| Spectrum Investment Advisors | 421k | $13M | 11% | Mar 2024 |
|
| Builder Investment Group | 417k | $13M | 1% | Mar 2024 |
|
| Financial Alternatives | 410k | $12M | 100% | Mar 2024 |
|
| Financial Advocates Investment Management | 400k | $12M | -5% | Mar 2024 |
|
| McCarthy & Cox | 399k | $12M | -5% | Jun 2024 |
|
| tru Independence | 399k | $12M | -18% | Mar 2024 |
|
| Arista Wealth Management | 395k | $12M | -63% | Mar 2024 |
|
| Gail Mannix | 383k | $12M | -1% | Mar 2024 |
|
| Advisory Alpha | 382k | $12M | 6% | Mar 2024 |
|
| Monticello Wealth Management | 381k | $12M | -50% | Mar 2024 |
|
| Pinnacle Wealth Management Advisory | 379k | $11M | -1% | Jun 2024 |
|
| One Capital Management | 371k | $11M | 100% | Mar 2024 |
|
| Forum Private Client Group | 369k | $11M | 6% | Mar 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 368k | $11M | 13% | Mar 2024 |
|
| Plan | 365k | $11M | 10% | Mar 2024 |
|
| Burns Wealth Management | 346k | $10M | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 341k | $10M | 4% | Mar 2024 |
|
| Jpmorgan Chase & Co | 341k | $10M | 15% | Mar 2024 |
|
| Diversified Portfolios | 336k | $10M | 1% | Jun 2024 |
|
| Modera Wealth Management | 335k | $10M | -5% | Mar 2024 |
|
| Brown Advisory Holdings Incorporated | 320k | $9.7M | 257% | Mar 2024 |
|
| Envision Financial Planning | 312k | $9.4M | 4% | Mar 2024 |
|
| Allegiance Financial Group Advisory Services | 309k | $9.2M | 13% | Jun 2024 |
|
| Guardian Wealth Advisors, Llc / Nc | 301k | $9.1M | 4% | Mar 2024 |
|
| Midwest Heritage Bank | 300k | $8.9M | -1% | Jun 2024 |
|
| Liberty Wealth Management | 297k | $9.0M | 4% | Mar 2024 |
|
| Baird Financial | 297k | $9.0M | 0% | Mar 2024 |
|
| Raymond James & Associates | 294k | $8.7M | 0% | Jun 2024 |
|
| First National Corp | 289k | $8.6M | -16% | Jun 2024 |
|
| Jane Street | 289k | $8.7M | -27% | Mar 2024 |
|
| Fonville Wealth Management | 286k | $8.7M | 32% | Mar 2024 |
|
| HighTower Advisors | 281k | $8.5M | 33% | Mar 2024 |
|
| Okabena Investment Services | 278k | $8.4M | -23% | Mar 2024 |
|
| Private Advisor | 277k | $8.4M | -1% | Mar 2024 |
|
| Heritage Wealth Management, Inc./Texas | 276k | $8.3M | 3% | Mar 2024 |
|
| Austin Wealth Management | 271k | $8.3M | 19% | Mar 2024 |
|
| Stadion Money Management | 268k | $8.1M | -4% | Mar 2024 |
|
| Plan Group Financial | 249k | $7.5M | 14% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 246k | $7.4M | 100% | Mar 2024 |
|
| Vista Wealth Management Group | 244k | $7.4M | -9% | Mar 2024 |
|
| Security Financial Services | 241k | $7.2M | 8% | Jun 2024 |
|
| Hurlow Wealth Management Group | 235k | $7.0M | 0% | Jun 2024 |
|
| Shira Ridge Wealth Management | 234k | $6.9M | 1% | Jun 2024 |
|
| Equitable Holdings | 233k | $7.0M | 47% | Mar 2024 |
|
| Morling Financial Advisors | 232k | $7.0M | 20% | Mar 2024 |
|
| Cowa | 229k | $6.9M | -3% | Mar 2024 |
|
| Stifel Financial | 229k | $6.9M | 2% | Mar 2024 |
|
| CVA Family Office | 227k | $6.7M | 1% | Jun 2024 |
|
| LPL Financial | 227k | $6.9M | 100% | Mar 2024 |
|
| Fort Henry Capital | 223k | $6.6M | 6% | Jun 2024 |
|
| Helen Stephens Group | 221k | $6.6M | -4% | Jun 2024 |
|
| Wealthquest | 220k | $6.7M | 14% | Mar 2024 |
|
| Advisor Group Holdings | 206k | $6.2M | 17% | Mar 2024 |
|
| Forza Wealth Management | 205k | $6.1M | 9% | Jun 2024 |
|
| D.B. Root & Company | 205k | $6.1M | 3% | Jun 2024 |
|
| Flow Traders US | 203k | $6.1M | 100% | Mar 2024 |
|
| GEM Asset Management | 199k | $5.8M | 2% | Mar 2024 |
|
| Change Path | 196k | $5.9M | 203% | Mar 2024 |
|
| Apella Capital | 193k | $5.8M | -4% | Jun 2024 |
|
| Keating Wealth Management | 186k | $5.6M | 23% | Mar 2024 |
|
| D.A. Davidson & Co. | 185k | $5.6M | -1% | Mar 2024 |
|
| American Capital Advisory | 129k | $3.5M | -37% | Mar 2024 |
|
| Mutual Advisors | 47k | $1.4M | -91% | Mar 2024 |
|
| Continuum Wealth Advisors | 11k | $317k | -96% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frank. Day | Dec 2023 | 714k | $21M |