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 | 2.9M | $76M | 0% | Sep 2024 |
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| HighTower Advisors | 2.1M | $48M | 19% | Jun 2024 |
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| Elwood & Goetz Wealth Advisory Group | 1.9M | $42M | 8% | Jun 2024 |
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| Beaird Harris Wealth Management | 1.7M | $37M | -7% | Jun 2024 |
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| Savant Capital Management | 1.3M | $32M | -10% | Sep 2024 |
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| RAM Investment Partners | 1.2M | $31M | 1% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 1.1M | $28M | 1% | Sep 2024 |
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| Rather & Kittrell | 834k | $21M | -2% | Sep 2024 |
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| Great Oak Capital Partners | 779k | $20M | 5% | Sep 2024 |
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| Root Financial Partners | 749k | $19M | 37% | Sep 2024 |
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| Brown Financial Advisory | 576k | $15M | -3% | Sep 2024 |
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| Bridgewater Advisors | 544k | $14M | 9% | Sep 2024 |
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| BKD Wealth Advisors | 517k | $11M | -13% | Jun 2024 |
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| Burns Wealth Management | 491k | $13M | 0% | Sep 2024 |
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| Phillips Financial Management | 472k | $12M | 8% | Sep 2024 |
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| Core Wealth Management | 451k | $10M | 0% | Sep 2024 |
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| Forum Financial Management | 410k | $11M | -2% | Sep 2024 |
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| Wealth Dimensions Group | 396k | $10M | 13% | Sep 2024 |
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| Satovsky Asset Management | 391k | $10M | 1% | Sep 2024 |
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| Fidato Wealth | 391k | $10M | 6% | Sep 2024 |
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| Helen Stephens Group | 381k | $9.8M | 15% | Sep 2024 |
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| Commonwealth Equity Services | 379k | $9.7M | 1% | Sep 2024 |
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| Dynamic Advisors Solutions | 362k | $9.3M | 3% | Sep 2024 |
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| Crestmont Private Wealth | 354k | $9.1M | 1% | Sep 2024 |
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| Sequoia Financial Advisors | 331k | $8.5M | 7% | Sep 2024 |
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| Diversify Wealth Management | 329k | $8.4M | 0% | Sep 2024 |
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| Asset Planning Corporation | 328k | $8.4M | -2% | Sep 2024 |
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| Aprio Wealth Management | 291k | $7.5M | 82% | Sep 2024 |
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| Onyx Financial Advisors | 281k | $7.2M | 3% | Sep 2024 |
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| Beacon Pointe Advisors | 275k | $7.0M | 0% | Sep 2024 |
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| LPL Financial | 273k | $7.0M | 4% | Sep 2024 |
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| Pinnacle Financial Group, LLC / IL | 259k | $6.6M | -14% | Sep 2024 |
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| Colony | 256k | $6.6M | 100% | Sep 2024 |
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| Raymond James Financial Services Advisors | 248k | $6.4M | 51% | Sep 2024 |
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| Vannoy Advisory Group | 247k | $6.3M | -1% | Sep 2024 |
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| Austin Wealth Management | 243k | $6.1M | -1% | Sep 2024 |
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| Jackson Thornton Asset Management | 232k | $5.9M | 49% | Sep 2024 |
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| Buckingham Asset Management | 219k | $4.8M | 14% | Jun 2024 |
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| PBMares Wealth Management | 218k | $5.6M | 16% | Sep 2024 |
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| Rockwood Wealth Management | 216k | $5.5M | -3% | Sep 2024 |
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| Evanson Asset Management | 214k | $5.5M | 11% | Sep 2024 |
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| Chicago Partners Investment | 188k | $4.8M | 1% | Sep 2024 |
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| Oceanside Advisors | 183k | $4.7M | 3% | Sep 2024 |
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| DecisionPoint Financial | 180k | $4.6M | 0% | Sep 2024 |
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| Gradient Capital Advisors | 179k | $4.6M | 4% | Sep 2024 |
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| Straight Path Wealth Management | 177k | $4.5M | 5% | Sep 2024 |
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| Ruedi Wealth Management | 173k | $4.4M | -7% | Sep 2024 |
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| Legacy Financial Group | 164k | $4.1M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 145k | $3.7M | 0% | Sep 2024 |
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| Mercer Global Advisors | 142k | $3.1M | -40% | Jun 2024 |
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| AE Wealth Management | 136k | $3.5M | 9% | Sep 2024 |
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| Hemington Wealth Management | 133k | $2.9M | 40% | Jun 2024 |
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| Maryland Capital Advisors | 125k | $3.2M | 5% | Sep 2024 |
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| Integrity Wealth Solutions | 117k | $3.0M | 9% | Sep 2024 |
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| Grand Wealth Management | 115k | $2.9M | 4% | Sep 2024 |
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| CarsonAllaria Wealth Management | 114k | $2.9M | 0% | Sep 2024 |
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| Sax Wealth Advisors | 113k | $2.9M | -1% | Sep 2024 |
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| Goss Wealth Management | 107k | $2.4M | -53% | Jun 2024 |
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| Carlson Capital Management | 105k | $2.7M | -44% | Sep 2024 |
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| Advisor Group Holdings | 105k | $2.7M | 215% | Sep 2024 |
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| Pathstone Holdings | 100k | $2.6M | 11% | Sep 2024 |
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| Disciplined Investments | 100k | $2.6M | 8% | Sep 2024 |
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| RCS Financial Planning | 98k | $2.5M | 0% | Sep 2024 |
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| Creative Planning | 95k | $2.4M | 2% | Sep 2024 |
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| Envestnet Asset Management | 94k | $2.4M | 13% | Sep 2024 |
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| Strategic Investment Solutions | 94k | $2.4M | 0% | Sep 2024 |
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| BCU Wealth Advisors | 92k | $2.4M | 20% | Sep 2024 |
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| Summit Wealth Group | 91k | $2.3M | -5% | Sep 2024 |
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| Tillman Hartley | 91k | $2.3M | 6% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 88k | $2.2M | 6% | Sep 2024 |
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| Mariner Wealth Advisors | 87k | $2.2M | -36% | Sep 2024 |
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| CI Private Wealth | 87k | $2.2M | 7% | Sep 2024 |
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| Mml Investors Services | 85k | $2.2M | 0% | Sep 2024 |
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| RFG Advisory | 82k | $2.1M | -13% | Sep 2024 |
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| Apollon Wealth Management | 81k | $2.1M | -5% | Sep 2024 |
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| SageView Advisory Group | 78k | $2.0M | -4% | Sep 2024 |
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| Forum Private Client Group | 77k | $2.0M | -14% | Sep 2024 |
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| Cambridge Investment Research Advisors | 75k | $1.9M | 100% | Sep 2024 |
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| Applied Capital | 70k | $1.8M | -4% | Sep 2024 |
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| PFG Advisors | 70k | $1.8M | 13% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 70k | $1.5M | 299% | Jun 2024 |
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| Builder Investment Group | 68k | $1.8M | 9% | Sep 2024 |
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| WPWealth | 67k | $1.7M | -6% | Sep 2024 |
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| JMG Financial Group | 67k | $1.7M | 0% | Sep 2024 |
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| Garrett Investment Advisors | 67k | $1.7M | 1% | Sep 2024 |
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| Jentner | 67k | $1.5M | -29% | Jun 2024 |
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| Andrews, Lucia Wealth Management | 58k | $1.3M | 25% | Sep 2024 |
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| Buckingham Strategic Partners | 57k | $1.5M | 100% | Sep 2024 |
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| Vawter Financial | 56k | $1.4M | 10% | Sep 2024 |
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| Total Clarity Wealth Management | 56k | $1.4M | 1% | Sep 2024 |
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| DiNuzzo Private Wealth | 55k | $1.4M | 0% | Sep 2024 |
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| Signature Resources Capital Management | 54k | $1.4M | -25% | Sep 2024 |
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| Arcadia Wealth Management | 53k | $1.4M | 5% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 49k | $1.3M | 7% | Sep 2024 |
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| Susquehanna International | 48k | $1.2M | 100% | Sep 2024 |
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| American Investment Services | 46k | $1.0M | 0% | Jun 2024 |
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| Red Lighthouse Investment Management | 46k | $1.2M | 0% | Sep 2024 |
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| Fmb Wealth Management | 46k | $1.2M | 19% | Sep 2024 |
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| Hanson McClain Advisors | 44k | $1.1M | -9% | Sep 2024 |
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| Hutchinson Capital Management | 44k | $1.1M | 0% | Sep 2024 |
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| Royal Bank of Canada | 43k | $1.1M | 5% | Sep 2024 |
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| Sterling Financial Planning | 41k | $1.1M | -2% | Sep 2024 |
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| Great Valley Advisor Group | 39k | $989k | 0% | Sep 2024 |
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| Kestra Advisory Services | 37k | $947k | -9% | Sep 2024 |
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| Advisory Alpha | 37k | $944k | -3% | Sep 2024 |
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| Heritage Wealth Management | 37k | $939k | -3% | Sep 2024 |
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| Sowell Financial Services | 36k | $930k | -46% | Sep 2024 |
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| Private Advisor | 35k | $893k | 3% | Sep 2024 |
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| Tru Independence Asset Management 2 | 35k | $891k | 100% | Sep 2024 |
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| Global Trust Asset Management | 34k | $871k | -9% | Sep 2024 |
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| Apella Capital | 31k | $783k | 50% | Sep 2024 |
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| Monograph Wealth Advisors | 30k | $671k | 100% | Jun 2024 |
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| DBK Financial Counsel | 30k | $776k | -23% | Sep 2024 |
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| Caprock | 28k | $716k | 100% | Sep 2024 |
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| TAGStone Capital | 28k | $704k | 1% | Sep 2024 |
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| Sprinkle Financial Consultants | 27k | $701k | 1% | Sep 2024 |
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| Ariadne Wealth Management | 27k | $660k | 48% | Sep 2024 |
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| Diversified Portfolios | 26k | $676k | -2% | Sep 2024 |
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| Five Oceans Advisors | 26k | $673k | -2% | Sep 2024 |
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| Lodestone Wealth Management | 24k | $731k | 28% | Sep 2024 |
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| SOL Capital Management | 23k | $589k | -14% | Sep 2024 |
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| Austin Asset Management | 23k | $580k | 0% | Sep 2024 |
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| Lakeridge Wealth Management | 22k | $574k | 8% | Sep 2024 |
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| Raymond James & Associates | 22k | $573k | 100% | Sep 2024 |
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| Walkner Condon Financial Advisors | 22k | $569k | 3% | Sep 2024 |
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| Citadel Advisors | 21k | $549k | 100% | Sep 2024 |
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| Fonville Wealth Management | 21k | $541k | 0% | Sep 2024 |
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| Flagstone Financial Management | 19k | $494k | 0% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 19k | $477k | -5% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 18k | $470k | -5% | Sep 2024 |
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| SC&H Financial Advisors | 18k | $470k | 0% | Sep 2024 |
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| Melfa Wealth Management | 18k | $455k | -2% | Sep 2024 |
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| Northwest Wealth Management | 17k | $436k | -3% | Sep 2024 |
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| WorthPointe | 17k | $425k | 38% | Sep 2024 |
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| Drive Wealth Management | 16k | $407k | -33% | Sep 2024 |
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| Dupree Financial Group | 15k | $384k | 1% | Sep 2024 |
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| Annapolis Financial Services | 15k | $381k | 0% | Sep 2024 |
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| Bridge Advisory | 15k | $380k | 1% | Sep 2024 |
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| Sigma Planning | 14k | $362k | 100% | Sep 2024 |
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| Tortoise Investment Management | 14k | $356k | 16% | Sep 2024 |
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| CFS Investment Advisory Services | 14k | $353k | 1% | Sep 2024 |
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| Monument Group Wealth Advisors | 14k | $350k | -58% | Sep 2024 |
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| Elevate Wealth Advisory | 14k | $299k | 2% | Jun 2024 |
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| Firethorn Wealth Partners | 14k | $346k | -22% | Sep 2024 |
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| Simplicity Wealth | 13k | $325k | -3% | Sep 2024 |
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| Atria Investments | 13k | $321k | 100% | Sep 2024 |
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| Yoder Wealth Management | 12k | $318k | -1% | Sep 2024 |
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| Arista Wealth Management | 12k | $312k | -49% | Sep 2024 |
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| EnRich Financial Partners | 12k | $311k | 0% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 12k | $307k | -3% | Sep 2024 |
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| Dodds Wealth | 10k | $255k | -43% | Sep 2024 |
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| Jane Street | 8.7k | $222k | -79% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| D. E. Shaw & Co | Jun 2024 | 46k | $1.0M |
| White Wing Wealth Management | Jun 2024 | 16k | $361k |