Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAR
- CUSIP Number: 25434v823
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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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group | 3.1M | $74M | 4% | Mar 2025 |
|
| HighTower Advisors | 2.3M | $54M | 6% | Dec 2024 |
|
| Elwood & Goetz Wealth Advisory Group | 2.0M | $45M | 1% | Dec 2024 |
|
| Beaird Harris Wealth Management | 1.7M | $39M | 3% | Dec 2024 |
|
| RAM Investment Partners | 1.2M | $28M | 1% | Dec 2024 |
|
| Prudential Financial | 1.1M | $26M | 100% | Dec 2024 |
|
| Moisand Fitzgerald Tamayo | 1.1M | $25M | -1% | Dec 2024 |
|
| Savant Capital Management | 1.0M | $24M | -20% | Dec 2024 |
|
| Root Financial Partners | 970k | $23M | 30% | Dec 2024 |
|
| Rather & Kittrell | 849k | $20M | 2% | Dec 2024 |
|
| Great Oak Capital Partners | 819k | $19M | 5% | Dec 2024 |
|
| Essential Planning | 678k | $17M | 6023% | Dec 2024 |
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| Phillips Financial Management | 559k | $13M | 19% | Dec 2024 |
|
| Brown Financial Advisory | 543k | $13M | -6% | Dec 2024 |
|
| Bridgewater Advisors | 517k | $12M | -5% | Dec 2024 |
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| Burns Wealth Management | 482k | $11M | -2% | Dec 2024 |
|
| Core Wealth Management | 454k | $11M | 1% | Dec 2024 |
|
| Willow Creek Wealth Management | 444k | $10M | 100% | Dec 2024 |
|
| United Wealth Management | 441k | $10M | 100% | Dec 2024 |
|
| Wealth Dimensions Group | 427k | $9.9M | 8% | Dec 2024 |
|
| Fidato Wealth | 418k | $9.7M | 7% | Dec 2024 |
|
| Forum Financial Management | 404k | $9.4M | -2% | Dec 2024 |
|
| Commonwealth Equity Services | 396k | $9.2M | 5% | Dec 2024 |
|
| Satovsky Asset Management | 388k | $9.0M | -1% | Dec 2024 |
|
| Colony | 380k | $8.8M | 48% | Dec 2024 |
|
| Dynamic Advisors Solutions | 375k | $8.7M | 4% | Dec 2024 |
|
| Aprio Wealth Management | 373k | $8.7M | 28% | Dec 2024 |
|
| Sequoia Financial Advisors | 352k | $8.2M | 6% | Dec 2024 |
|
| Crestmont Private Wealth | 338k | $8.0M | -7% | Mar 2025 |
|
| Helen Stephens Group | 329k | $7.7M | -14% | Dec 2024 |
|
| Diversify Wealth Management | 324k | $7.2M | -1% | Dec 2024 |
|
| LPL Financial | 298k | $6.9M | 9% | Dec 2024 |
|
| Onyx Financial Advisors | 294k | $6.8M | 4% | Dec 2024 |
|
| Jackson Thornton Asset Management | 291k | $6.8M | 26% | Dec 2024 |
|
| Raymond James Financial | 286k | $6.7M | 100% | Dec 2024 |
|
| Beacon Pointe Advisors | 274k | $6.4M | 0% | Dec 2024 |
|
| BKD Wealth Advisors | 269k | $6.3M | -29% | Dec 2024 |
|
| Timonier Family Office | 249k | $5.8M | 100% | Dec 2024 |
|
| Vannoy Advisory Group | 245k | $5.7M | -1% | Dec 2024 |
|
| Pinnacle Financial Group, LLC / IL | 240k | $5.6M | -7% | Dec 2024 |
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| Austin Wealth Management | 234k | $5.5M | -4% | Dec 2024 |
|
| Pinney & Scofield | 228k | $5.3M | 100% | Dec 2024 |
|
| Betterment | 227k | $5.3M | 9% | Dec 2024 |
|
| PBMares Wealth Management | 226k | $5.2M | 3% | Dec 2024 |
|
| Asset Planning Corporation | 224k | $5.2M | -32% | Dec 2024 |
|
| Pillar Financial Advisors | 222k | $5.3M | 8% | Mar 2025 |
|
| Evanson Asset Management | 221k | $5.1M | 3% | Dec 2024 |
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| Curio Wealth | 208k | $4.8M | 100% | Dec 2024 |
|
| Hemington Wealth Management | 207k | $4.8M | 18% | Dec 2024 |
|
| Rockwood Wealth Management | 198k | $4.7M | -2% | Mar 2025 |
|
| Financial Harvest | 195k | $4.5M | 100% | Dec 2024 |
|
| Chicago Partners Investment | 194k | $4.4M | 3% | Dec 2024 |
|
| DecisionPoint Financial | 189k | $4.4M | 5% | Dec 2024 |
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| Legacy Financial Group | 187k | $4.4M | 14% | Dec 2024 |
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| Oceanside Advisors | 187k | $4.3M | 2% | Dec 2024 |
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| Straight Path Wealth Management | 186k | $4.3M | 5% | Dec 2024 |
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| Gradient Capital Advisors | 184k | $4.3M | 3% | Dec 2024 |
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| Ruedi Wealth Management | 167k | $3.9M | -4% | Dec 2024 |
|
| Citrine Capital | 160k | $3.7M | 100% | Dec 2024 |
|
| Grand Wealth Management | 143k | $3.3M | 24% | Dec 2024 |
|
| Arcadia Wealth Management | 139k | $3.2M | 100% | Dec 2024 |
|
| AE Wealth Management | 139k | $3.2M | 2% | Dec 2024 |
|
| Maryland Capital Advisors | 136k | $3.2M | 9% | Dec 2024 |
|
| Integrity Wealth Solutions | 135k | $3.1M | 16% | Dec 2024 |
|
| Integrated Wealth Concepts | 132k | $3.1M | -9% | Dec 2024 |
|
| Envestnet Asset Management | 129k | $3.0M | 38% | Dec 2024 |
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| Atria Investments | 129k | $3.0M | 931% | Dec 2024 |
|
| Pathstone Holdings | 128k | $3.0M | 29% | Dec 2024 |
|
| Bannerman Wealth Management Group | 123k | $2.9M | 5% | Mar 2025 |
|
| BCU Wealth Advisors | 122k | $2.9M | 11% | Mar 2025 |
|
| Mercer Global Advisors | 120k | $2.8M | 0% | Dec 2024 |
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| CarsonAllaria Wealth Management | 119k | $2.8M | 4% | Dec 2024 |
|
| Disciplined Investments | 116k | $2.8M | 16% | Mar 2025 |
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| Awm Capital | 106k | $2.5M | 156% | Dec 2024 |
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| Strathmore Capital Advisors | 106k | $2.5M | 100% | Dec 2024 |
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| Strategic Investment Solutions | 105k | $2.5M | 13% | Dec 2024 |
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| Advisor Group Holdings | 104k | $2.7M | 0% | Dec 2024 |
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| Sax Wealth Advisors | 104k | $2.4M | -8% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 100k | $2.4M | 16% | Mar 2025 |
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| Apella Capital | 98k | $2.2M | 13% | Mar 2025 |
|
| Glass Jacobson Investment Advisors | 96k | $2.2M | 10% | Dec 2024 |
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| Summit Wealth Group | 95k | $2.2M | 4% | Dec 2024 |
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| Tillman Hartley | 94k | $2.2M | 4% | Dec 2024 |
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| CI Private Wealth | 92k | $2.1M | 5% | Dec 2024 |
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| Creative Planning | 90k | $2.1M | -4% | Dec 2024 |
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| Mml Investors Services | 90k | $2.1M | 6% | Dec 2024 |
|
| SageView Advisory Group | 80k | $1.9M | 2% | Dec 2024 |
|
| RCS Financial Planning | 79k | $1.8M | -19% | Dec 2024 |
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| Carlson Capital Management | 79k | $1.8M | -25% | Dec 2024 |
|
| Apollon Wealth Management | 79k | $1.8M | -3% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 76k | $1.8M | 37761% | Dec 2024 |
|
| Builder Investment Group | 76k | $1.8M | 11% | Dec 2024 |
|
| PFG Advisors | 75k | $1.7M | 7% | Dec 2024 |
|
| Applied Capital | 74k | $1.7M | 5% | Dec 2024 |
|
| Ariadne Wealth Management | 72k | $1.7M | 170% | Dec 2024 |
|
| Private Advisor | 71k | $1.6M | 103% | Dec 2024 |
|
| Garrett Investment Advisors | 71k | $1.7M | 2% | Mar 2025 |
|
| Hanson McClain Advisors | 67k | $1.6M | 54% | Dec 2024 |
|
| Sterling Wealth Advisors | 66k | $1.5M | 100% | Dec 2024 |
|
| JMG Financial Group | 65k | $1.5M | -3% | Dec 2024 |
|
| Forum Private Client Group | 62k | $1.4M | -20% | Dec 2024 |
|
| Buckingham Strategic Partners | 62k | $1.4M | 9% | Dec 2024 |
|
| Kestra Advisory Services | 62k | $1.4M | 66% | Dec 2024 |
|
| Andrews, Lucia Wealth Management | 61k | $1.6M | 6% | Dec 2024 |
|
| WPWealth | 61k | $1.4M | -9% | Dec 2024 |
|
| Entrewealth | 59k | $1.5M | 100% | Dec 2024 |
|
| Vawter Financial | 58k | $1.3M | 3% | Dec 2024 |
|
| Total Clarity Wealth Management | 57k | $1.3M | 2% | Dec 2024 |
|
| Arcadia Wealth Management | 57k | $1.3M | 7% | Dec 2024 |
|
| DiNuzzo Private Wealth | 55k | $1.3M | 0% | Dec 2024 |
|
| Fmb Wealth Management | 53k | $1.3M | 11% | Mar 2025 |
|
| Goss Wealth Management | 53k | $1.2M | 5% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 53k | $1.2M | 7% | Dec 2024 |
|
| First Financial Group Corp | 51k | $1.2M | 100% | Dec 2024 |
|
| Aegis Wealth Management | 50k | $1.2M | 100% | Dec 2024 |
|
| Vantage Point Financial | 50k | $1.2M | 100% | Dec 2024 |
|
| Note Advisors | 50k | $1.2M | 100% | Dec 2024 |
|
| Weinberger Asset Management | 49k | $1.2M | 100% | Mar 2025 |
|
| Warburton Capital Management | 47k | $1.1M | 100% | Dec 2024 |
|
| Red Lighthouse Investment Management | 46k | $1.1M | 0% | Dec 2024 |
|
| Great Valley Advisor Group | 42k | $975k | 9% | Dec 2024 |
|
| Wealth Advisors Northwest | 42k | $995k | -43% | Mar 2025 |
|
| Sterling Financial Planning | 41k | $958k | 0% | Dec 2024 |
|
| American Investment Services | 41k | $949k | -5% | Dec 2024 |
|
| Clune & Associates | 40k | $922k | 100% | Dec 2024 |
|
| Signature Resources Capital Management | 39k | $935k | -16% | Mar 2025 |
|
| Sowell Financial Services | 37k | $880k | 0% | Mar 2025 |
|
| Sontag Advisory | 37k | $859k | 100% | Dec 2024 |
|
| Heritage Wealth Management | 37k | $858k | 1% | Dec 2024 |
|
| TAGStone Capital | 33k | $777k | 22% | Dec 2024 |
|
| Mariner Wealth Advisors | 33k | $768k | -62% | Dec 2024 |
|
| Royal Bank of Canada | 32k | $742k | -25% | Dec 2024 |
|
| Sprinkle Financial Consultants | 32k | $748k | 6% | Mar 2025 |
|
| Monograph Wealth Advisors | 31k | $721k | 1% | Dec 2024 |
|
| Jentner | 31k | $716k | -52% | Dec 2024 |
|
| Jane Street | 31k | $710k | 252% | Dec 2024 |
|
| DBK Financial Counsel | 30k | $721k | 0% | Mar 2025 |
|
| Lakeridge Wealth Management | 30k | $718k | 9% | Mar 2025 |
|
| Diversified Portfolios | 30k | $687k | 12% | Dec 2024 |
|
| Citadel Advisors | 28k | $661k | 33% | Dec 2024 |
|
| Caprock | 28k | $650k | 0% | Dec 2024 |
|
| Walkner Condon Financial Advisors | 28k | $645k | 25% | Dec 2024 |
|
| Tru Independence Asset Management 2 | 26k | $597k | -26% | Dec 2024 |
|
| Global Trust Asset Management | 23k | $536k | -32% | Dec 2024 |
|
| SOL Capital Management | 23k | $535k | 0% | Dec 2024 |
|
| SpringVest Wealth Management | 23k | $534k | 100% | Dec 2024 |
|
| Austin Asset Management | 23k | $526k | 0% | Dec 2024 |
|
| Five Oceans Advisors | 22k | $522k | -14% | Dec 2024 |
|
| WorthPointe | 21k | $497k | 29% | Dec 2024 |
|
| Flagstone Financial Management | 21k | $492k | 10% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 19k | $448k | -74% | Dec 2024 |
|
| Hutchinson Capital Management | 10k | $232k | -77% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| RFG Advisory | Dec 2024 | 82k | $1.9M |
| Susquehanna International | Sep 2024 | 48k | $1.2M |
| Advisory Alpha | Dec 2024 | 35k | $817k |
| Lodestone Wealth Management | Sep 2024 | 24k | $731k |