Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAS
- CUSIP Number: 25434v500
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Creative Planning | 11M | $727M | -1% | Sep 2024 |
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Northern Trust | 7.0M | $454M | 14% | Sep 2024 |
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Index Fund Advisors | 6.7M | $432M | -1% | Sep 2024 |
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Bank of America Corporation | 4.9M | $319M | 11% | Sep 2024 |
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Colony | 2.7M | $177M | 61910% | Sep 2024 |
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Buckingham Asset Management | 2.7M | $164M | 0% | Jun 2024 |
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Alaska Permanent Fund Corp | 2.7M | $175M | 0% | Sep 2024 |
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Envestnet Asset Management | 2.5M | $161M | 4% | Sep 2024 |
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Pure Financial Advisors | 2.4M | $154M | 30% | Sep 2024 |
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TCI Wealth Advisors | 2.4M | $153M | 4% | Sep 2024 |
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Financial Counselors | 1.6M | $94M | 5% | Jun 2024 |
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Plan | 1.4M | $94M | -1% | Sep 2024 |
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Mercer Global Advisors | 1.3M | $80M | -2% | Jun 2024 |
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HighTower Advisors | 1.1M | $64M | -4% | Jun 2024 |
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Massmutual Trust | 1.0M | $66M | 3% | Sep 2024 |
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Savant Capital Management | 1.0M | $66M | 21% | Sep 2024 |
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Evanson Asset Management | 1.0M | $65M | 5% | Sep 2024 |
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First Command Advisory Services | 967k | $63M | 4% | Sep 2024 |
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Sageworth Trust Company | 952k | $62M | -6% | Sep 2024 |
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Moisand Fitzgerald Tamayo | 886k | $58M | 2% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 800k | $52M | 6% | Sep 2024 |
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Great Waters Wealth Management | 773k | $50M | 16% | Sep 2024 |
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Confluence Wealth Services | 753k | $49M | 10% | Sep 2024 |
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LPL Financial | 747k | $48M | 19% | Sep 2024 |
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Vista Wealth Management Group | 723k | $47M | 1% | Sep 2024 |
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DiNuzzo Private Wealth | 720k | $47M | -1% | Sep 2024 |
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Commonwealth Equity Services | 696k | $45M | 1% | Sep 2024 |
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Stordahl Capital Management | 672k | $43M | 0% | Sep 2024 |
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CI Private Wealth | 633k | $41M | -1% | Sep 2024 |
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Beaird Harris Wealth Management | 611k | $40M | -8% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 603k | $36M | 3% | Jun 2024 |
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Royal Bank of Canada | 603k | $39M | 9% | Sep 2024 |
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Buckingham Strategic Partners | 599k | $39M | 0% | Sep 2024 |
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Dixon Fnancial Services | 585k | $38M | -1% | Sep 2024 |
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Chicago Partners Investment | 538k | $35M | 6% | Sep 2024 |
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Sax Wealth Advisors | 535k | $35M | 4% | Sep 2024 |
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Austin Asset Management | 499k | $32M | -3% | Sep 2024 |
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Foster Group | 497k | $32M | -3% | Sep 2024 |
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Sequoia Financial Advisors | 488k | $32M | 2% | Sep 2024 |
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Brian McDonald | 474k | $31M | -5% | Sep 2024 |
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Heritage Investment Group | 471k | $31M | -1% | Sep 2024 |
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Branch Banking & Trust Company | 456k | $27M | 1% | Jun 2024 |
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Rsm Us Wealth Management | 449k | $29M | 0% | Sep 2024 |
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KWMG | 436k | $28M | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 418k | $25M | 14% | Jun 2024 |
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HPM Partners | 409k | $27M | 33% | Sep 2024 |
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Modera Wealth Management | 399k | $26M | 1% | Sep 2024 |
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Bouchey Financial | 377k | $24M | 2% | Sep 2024 |
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Raymond James Financial Services Advisors | 376k | $24M | 18% | Sep 2024 |
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Tanager Wealth Management | 374k | $24M | 8% | Sep 2024 |
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BKD Wealth Advisors | 365k | $22M | -3% | Jun 2024 |
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Pathstone Holdings | 364k | $24M | 7% | Sep 2024 |
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Tillman Hartley | 360k | $23M | 12% | Sep 2024 |
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First National Trust Company | 355k | $23M | -1% | Sep 2024 |
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Davenport & Co | 351k | $23M | 6% | Sep 2024 |
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Market Street Wealth Management Advisors | 350k | $23M | 1% | Sep 2024 |
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Mariner Wealth Advisors | 334k | $22M | 15% | Sep 2024 |
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Heritage Wealth Management, Inc./Texas | 332k | $22M | 0% | Sep 2024 |
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Planning Center | 319k | $21M | 0% | Sep 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 303k | $20M | 0% | Sep 2024 |
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DecisionPoint Financial | 299k | $19M | 6% | Sep 2024 |
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Jackson Thornton Asset Management | 297k | $19M | -1% | Sep 2024 |
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Builder Investment Group | 292k | $19M | 2% | Sep 2024 |
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Captrust Financial Advisors | 289k | $19M | -27% | Sep 2024 |
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New Hampshire Trust | 288k | $19M | 1% | Sep 2024 |
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Disciplined Equity Management | 287k | $19M | -3% | Sep 2024 |
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McLean Asset Management Corp | 284k | $18M | -1% | Sep 2024 |
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SRS Capital Advisors | 274k | $18M | 1% | Sep 2024 |
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Your Advocates | 272k | $18M | 3% | Sep 2024 |
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Hurlow Wealth Management Group | 272k | $18M | 9% | Sep 2024 |
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Tilson Financial Group | 272k | $16M | 0% | Sep 2024 |
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EnRich Financial Partners | 269k | $18M | 2% | Sep 2024 |
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Dynamic Advisors Solutions | 248k | $16M | 1% | Sep 2024 |
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Financial Synergies Wealth Advisors | 245k | $16M | 3% | Sep 2024 |
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Forum Private Client Group | 240k | $16M | 9% | Sep 2024 |
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Goss Wealth Management | 238k | $14M | -17% | Jun 2024 |
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Beacon Pointe Advisors | 233k | $15M | -1% | Sep 2024 |
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AdvisorNet Financial | 232k | $15M | 0% | Sep 2024 |
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Lutz Financial Services | 229k | $15M | 0% | Sep 2024 |
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West Financial Advisors | 223k | $14M | 22% | Sep 2024 |
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Phillips Financial Management | 222k | $14M | 17% | Sep 2024 |
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Mendota Financial Group | 222k | $14M | 17% | Sep 2024 |
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Armor Investment Advisors | 218k | $14M | 8% | Sep 2024 |
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Parkwoods Wealth Partners | 213k | $14M | 100% | Sep 2024 |
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Cetera Investment Advisers | 211k | $13M | 14% | Jun 2024 |
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EP Wealth Advisors | 210k | $14M | 0% | Sep 2024 |
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Mission Wealth Management | 207k | $13M | -1% | Sep 2024 |
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Morgan Stanley | 205k | $12M | 30% | Jun 2024 |
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Larson Financial Group | 204k | $13M | -5% | Sep 2024 |
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FMFE Wealth Management | 204k | $12M | 0% | Jun 2024 |
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Farther Finance Advisors | 203k | $13M | 157% | Sep 2024 |
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PBMares Wealth Management | 201k | $13M | 51% | Sep 2024 |
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Granite Harbor Advisors | 195k | $13M | 22% | Sep 2024 |
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Jpmorgan Chase & Co | 194k | $13M | 8% | Sep 2024 |
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Williams Financial | 189k | $12M | 2% | Sep 2024 |
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Advisory Services & Investments | 189k | $12M | -7% | Sep 2024 |
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Resources Investment Advisors | 188k | $12M | 2432% | Sep 2024 |
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Aire Advisors | 186k | $11M | 4% | Jun 2024 |
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CWM | 184k | $12M | -11% | Sep 2024 |
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G2 Capital Management, Llc / Oh | 182k | $12M | 2% | Sep 2024 |
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American Investment Services | 179k | $11M | 0% | Jun 2024 |
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Cambridge Investment Research Advisors | 178k | $12M | 20% | Sep 2024 |
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PCA Investment Advisory Services | 174k | $11M | 15% | Sep 2024 |
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Cardiff Park Advisors | 167k | $10M | 5% | Jun 2024 |
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Spinnaker Investment Group | 166k | $11M | 5% | Sep 2024 |
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TCG Advisory Services | 164k | $9.9M | 1158% | Jun 2024 |
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Midwest Heritage Bank | 163k | $11M | 2% | Sep 2024 |
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Sterling Wealth Management | 163k | $11M | 24% | Sep 2024 |
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WorthPointe | 162k | $11M | 0% | Sep 2024 |
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Annapolis Financial Services | 161k | $11M | 11% | Sep 2024 |
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Divergent Planning | 159k | $10M | 4% | Sep 2024 |
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One Capital Management | 156k | $10M | 2% | Sep 2024 |
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Monograph Wealth Advisors | 155k | $9.3M | -2% | Jun 2024 |
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Hanson McClain Advisors | 155k | $10M | 9% | Sep 2024 |
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Advisory Alpha | 152k | $9.9M | 4% | Sep 2024 |
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Enzi Wealth | 151k | $9.9M | 3% | Sep 2024 |
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Bridgewater Advisors | 150k | $9.7M | -1% | Sep 2024 |
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Wescott Financial Advisory Group | 149k | $9.6M | 8% | Sep 2024 |
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Capital Performance Advisors | 144k | $9.4M | 0% | Sep 2024 |
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BWM Planning | 144k | $9.3M | 100% | Sep 2024 |
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MAI Wealth Advisors | 142k | $9.2M | 0% | Sep 2024 |
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Envision Financial Planning | 142k | $9.2M | 54% | Sep 2024 |
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McGlone Suttner Wealth Management | 141k | $9.1M | -21% | Sep 2024 |
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Summit Wealth Group | 141k | $9.1M | 1233% | Sep 2024 |
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Monticello Wealth Management | 140k | $8.8M | 4% | Sep 2024 |
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Cascade Wealth Advisors | 139k | $9.0M | -2% | Sep 2024 |
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Gemmer Asset Management | 138k | $8.9M | -1% | Sep 2024 |
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Forum Financial Management | 129k | $8.4M | 0% | Sep 2024 |
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Spire Wealth Management | 129k | $8.4M | -1% | Sep 2024 |
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Trinity Financial Advisors | 129k | $6.7M | 16% | Sep 2024 |
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Colorado Capital Management | 128k | $8.3M | 16% | Sep 2024 |
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Keb Asset Management | 124k | $8.1M | 0% | Sep 2024 |
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Tfo-tdc | 123k | $8.0M | -6% | Sep 2024 |
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Acorn Creek Capital | 122k | $7.9M | 8% | Sep 2024 |
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Advisor Group Holdings | 122k | $7.9M | -34% | Sep 2024 |
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FLC Capital Advisors | 120k | $7.8M | 2% | Sep 2024 |
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Alpha Financial Advisors | 119k | $7.7M | 0% | Sep 2024 |
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Cedar Point Capital Partners | 119k | $7.7M | -2% | Sep 2024 |
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Ruedi Wealth Management | 117k | $7.6M | 2% | Sep 2024 |
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Dravo Bay | 117k | $7.6M | 100% | Sep 2024 |
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Aspiriant | 114k | $7.4M | 0% | Sep 2024 |
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CarsonAllaria Wealth Management | 113k | $7.3M | 0% | Sep 2024 |
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Ballentine Capital Advisors | 113k | $7.3M | 1% | Sep 2024 |
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Criterion Capital Advisors | 112k | $6.7M | 0% | Sep 2024 |
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Pacific Sage Partners | 111k | $7.2M | 7% | Sep 2024 |
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Lam Group | 111k | $7.2M | 0% | Sep 2024 |
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Hardy Reed | 107k | $6.9M | 6% | Sep 2024 |
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Pinnacle Financial Group, LLC / IL | 106k | $6.9M | -2% | Sep 2024 |
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Us Financial Advisors | 106k | $6.9M | 8% | Sep 2024 |
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Garrett Investment Advisors | 106k | $6.9M | -9% | Sep 2024 |
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Thrivent Financial for Lutherans | 61k | $3.9M | -83% | Sep 2024 |
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Elser Financial Planning | 20k | $1.3M | -98% | Sep 2024 |
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Frank. Day | 12k | $755k | -97% | Sep 2024 |
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Fundamentun | 3.6k | $233k | -98% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Symmetry Partner | Jun 2024 | 289k | $17M |
Systelligence | Jun 2024 | 190k | $11M |