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 | $638M | 9% | Dec 2023 |
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Bank of America Corporation | 4.0M | $238M | 25% | Dec 2023 |
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Alaska Permanent Fund Corp | 2.7M | $169M | 14% | Mar 2024 |
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Buckingham Asset Management | 2.6M | $156M | -2% | Dec 2023 |
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TCI Wealth Advisors | 2.1M | $126M | 3% | Dec 2023 |
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Ark & Tlk Investments | 2.0M | $117M | 100% | Dec 2023 |
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Plan | 1.5M | $90M | 0% | Dec 2023 |
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Financial Counselors | 1.5M | $87M | 1591% | Dec 2023 |
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Mercer Global Advisors | 1.4M | $81M | 0% | Dec 2023 |
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Savant Capital Management | 1.4M | $81M | 21% | Dec 2023 |
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Pure Financial Advisors | 1.2M | $73M | 14% | Mar 2024 |
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Resource Consulting Group | 1.1M | $63M | -7% | Dec 2023 |
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Beaird Harris Wealth Management | 984k | $59M | 3% | Dec 2023 |
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Sageworth Trust Company | 984k | $61M | 2% | Mar 2024 |
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Massmutual Trust | 965k | $60M | 2% | Mar 2024 |
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Evanson Asset Management | 916k | $57M | 3% | Mar 2024 |
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First Command Advisory Services | 844k | $50M | 28% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 840k | $52M | 3% | Mar 2024 |
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Ml & R Wealth Management | 752k | $45M | 4% | Dec 2023 |
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DiNuzzo Private Wealth | 723k | $43M | 100% | Dec 2023 |
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Stordahl Capital Management | 667k | $42M | 3% | Mar 2024 |
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Vista Wealth Management Group | 658k | $39M | 8% | Dec 2023 |
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CI Private Wealth | 649k | $39M | 0% | Dec 2023 |
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Commonwealth Equity Services | 649k | $39M | 7% | Dec 2023 |
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Confluence Wealth Services | 641k | $40M | 16% | Mar 2024 |
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Dixon Fnancial Services | 590k | $37M | -1% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 585k | $36M | 22% | Mar 2024 |
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Great Waters Wealth Management | 580k | $36M | 9% | Mar 2024 |
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Bank Of Montreal | 568k | $34M | 58% | Dec 2023 |
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Foster Group | 523k | $33M | -1% | Mar 2024 |
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Heritage Investment Group | 490k | $29M | -2% | Dec 2023 |
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UBS Group | 478k | $29M | 5% | Dec 2023 |
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Austin Asset Management | 477k | $28M | -1% | Dec 2023 |
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Rsm Us Wealth Management | 466k | $28M | -4% | Dec 2023 |
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Chicago Partners Investment | 463k | $28M | 13% | Mar 2024 |
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Sequoia Financial Advisors | 462k | $28M | 6% | Dec 2023 |
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Bouchey Financial | 435k | $27M | 4% | Mar 2024 |
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KWMG | 420k | $26M | 2% | Mar 2024 |
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BKD Wealth Advisors | 375k | $23M | -3% | Mar 2024 |
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First National Trust Company | 373k | $22M | 10% | Dec 2023 |
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Wealth Enhancement Advisory Services | 367k | $23M | 23% | Mar 2024 |
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Modera Wealth Management | 366k | $22M | -2% | Dec 2023 |
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Market Street Wealth Management Advisors | 340k | $21M | 3% | Mar 2024 |
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Branch Banking & Trust Company | 339k | $20M | 34% | Dec 2023 |
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Royal Bank of Canada | 326k | $19M | 22% | Dec 2023 |
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Tillman Hartley | 322k | $19M | 1% | Dec 2023 |
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Buckingham Strategic Partners | 316k | $19M | -28% | Dec 2023 |
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Planning Center | 312k | $19M | 0% | Mar 2024 |
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Heritage Wealth Management, Inc./Texas | 309k | $19M | 3% | Mar 2024 |
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Pathstone Holdings | 307k | $18M | 100% | Dec 2023 |
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Tanager Wealth Management | 302k | $18M | 6% | Dec 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 300k | $18M | 0% | Dec 2023 |
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Sax Wealth Advisors | 295k | $18M | 6% | Dec 2023 |
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Disciplined Equity Management | 286k | $17M | 6% | Dec 2023 |
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McLean Asset Management Corp | 286k | $18M | -2% | Mar 2024 |
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Jackson Thornton Asset Management | 286k | $17M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 285k | $18M | -12% | Mar 2024 |
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Builder Investment Group | 282k | $17M | 1% | Dec 2023 |
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SRS Capital Advisors | 274k | $16M | 2% | Dec 2023 |
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New Hampshire Trust | 271k | $17M | 3% | Mar 2024 |
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Tilson Financial Group | 257k | $16M | 16% | Mar 2024 |
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Beacon Pointe Advisors | 253k | $15M | 4% | Dec 2023 |
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Larson Financial Group | 247k | $15M | 4% | Dec 2023 |
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Hurlow Wealth Management Group | 238k | $15M | 3% | Mar 2024 |
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AdvisorNet Financial | 230k | $14M | -9% | Mar 2024 |
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Lutz Financial Services | 228k | $14M | 2% | Dec 2023 |
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Mariner Wealth Advisors | 225k | $13M | 17% | Dec 2023 |
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HighTower Advisors | 211k | $13M | 8% | Dec 2023 |
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DecisionPoint Financial | 211k | $13M | 15% | Dec 2023 |
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EP Wealth Advisors | 208k | $12M | 1% | Dec 2023 |
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Advisory Services & Investments | 199k | $12M | 8% | Mar 2024 |
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Forum Private Client Group | 198k | $12M | 100% | Dec 2023 |
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Mission Wealth Management | 195k | $12M | -13% | Dec 2023 |
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Financial Synergies Wealth Advisors | 194k | $12M | 2038% | Mar 2024 |
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CWM | 192k | $12M | 12% | Mar 2024 |
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Systelligence | 192k | $12M | 0% | Mar 2024 |
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HPM Partners | 191k | $11M | 42% | Dec 2023 |
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Armor Investment Advisors | 186k | $12M | 11% | Mar 2024 |
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Garrett Investment Advisors | 186k | $12M | -23% | Mar 2024 |
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Williams Financial | 184k | $12M | 100% | Mar 2024 |
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American Investment Services | 180k | $11M | 8% | Dec 2023 |
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Aire Advisors | 179k | $11M | -5% | Dec 2023 |
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West Financial Advisors | 179k | $11M | 1% | Mar 2024 |
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Advisor Group Holdings | 173k | $10M | -13% | Dec 2023 |
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McGlone Suttner Wealth Management | 173k | $11M | -4% | Mar 2024 |
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G2 Capital Management, Llc / Oh | 173k | $10M | 0% | Dec 2023 |
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Dynamic Advisors Solutions | 170k | $11M | 6% | Mar 2024 |
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Fundamentun | 170k | $11M | 100% | Mar 2024 |
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Monograph Wealth Advisors | 165k | $9.9M | -18% | Dec 2023 |
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Baird Financial | 164k | $9.8M | 5% | Dec 2023 |
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Phillips Financial Management | 162k | $10M | 23% | Mar 2024 |
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WorthPointe | 162k | $9.6M | 2% | Dec 2023 |
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Midwest Heritage Bank | 156k | $9.8M | 13% | Mar 2024 |
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Cardiff Park Advisors | 155k | $9.3M | -1% | Dec 2023 |
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Spinnaker Investment Group | 152k | $9.5M | 6% | Mar 2024 |
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Cambridge Investment Research Advisors | 152k | $9.5M | 24% | Mar 2024 |
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Your Advocates | 152k | $9.1M | 3% | Dec 2023 |
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Divergent Planning | 147k | $9.1M | 100% | Mar 2024 |
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Capital Performance Advisors | 147k | $8.7M | 3% | Dec 2023 |
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Granite Harbor Advisors | 146k | $8.7M | -16% | Dec 2023 |
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Enzi Wealth | 143k | $8.3M | -1% | Mar 2024 |
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Regal Wealth Group | 143k | $8.2M | 4% | Dec 2023 |
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Monticello Wealth Management | 140k | $8.8M | -2% | Mar 2024 |
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Bridgewater Advisors | 140k | $8.3M | 12% | Dec 2023 |
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Gemmer Asset Management | 139k | $8.6M | -2% | Mar 2024 |
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Forum Financial Management | 136k | $8.1M | -3% | Dec 2023 |
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Traverso Chambers Private Wealth Management | 136k | $8.1M | 4% | Dec 2023 |
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Jpmorgan Chase & Co | 136k | $8.1M | 34% | Dec 2023 |
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Cascade Wealth Advisors | 135k | $8.0M | 100% | Mar 2024 |
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Tfo-tdc | 134k | $8.0B | -1% | Dec 2023 |
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Spire Wealth Management | 133k | $8.3M | 1% | Mar 2024 |
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Annapolis Financial Services | 132k | $8.2M | -26% | Mar 2024 |
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PBMares Wealth Management | 130k | $7.7M | 23% | Dec 2023 |
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Clarity Asset Management | 129k | $7.7M | 100% | Dec 2023 |
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Hanson McClain Advisors | 127k | $7.9M | 4% | Mar 2024 |
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Keb Asset Management | 126k | $7.8M | -1% | Mar 2024 |
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Towneley Capital Management, Inc / DE | 124k | $7.7M | -1% | Mar 2024 |
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Alpha Financial Advisors | 124k | $7.4M | 1% | Dec 2023 |
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Aspiriant | 119k | $7.4M | -2% | Mar 2024 |
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Cedar Point Capital Partners | 118k | $7.0M | 100% | Dec 2023 |
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Sterling Wealth Management | 115k | $6.9M | 100% | Dec 2023 |
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FLC Capital Advisors | 113k | $6.8M | 9% | Dec 2023 |
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Mutual Advisors | 113k | $6.7M | 60% | Dec 2023 |
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Bordeaux Wealth Advisors | 111k | $6.6M | -2% | Dec 2023 |
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Lam Group | 110k | $6.9M | 2% | Mar 2024 |
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CarsonAllaria Wealth Management | 110k | $6.6M | 3% | Dec 2023 |
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Acorn Creek Capital | 109k | $6.8M | 5% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 105k | $6.5M | -1% | Mar 2024 |
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Continuum Wealth Advisors | 104k | $6.2M | 1% | Dec 2023 |
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Criterion Capital Advisors | 104k | $6.4M | 6% | Mar 2024 |
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Ruedi Wealth Management | 102k | $6.1M | 8% | Dec 2023 |
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Colorado Capital Management | 101k | $6.3M | -1% | Mar 2024 |
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Rf&l Wealth Management | 100k | $6.0M | 1% | Dec 2023 |
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Trinity Financial Advisors | 98k | $6.1M | 18% | Mar 2024 |
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Zhang Financial | 98k | $6.1M | 1% | Mar 2024 |
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Whittier Trust | 98k | $5.8M | 0% | Dec 2023 |
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Hardy Reed | 92k | $5.5M | -1% | Dec 2023 |
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Steward Partners Investment Advisory | 88k | $5.3M | 20% | Dec 2023 |
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Andrews, Lucia Wealth Management | 88k | $5.2M | 2% | Dec 2023 |
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GEM Asset Management | 87k | $5.2M | 6% | Dec 2023 |
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Hill Investment Group Partners | 87k | $5.2M | -6% | Dec 2023 |
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Advisory Alpha | 82k | $4.9M | -6% | Dec 2023 |
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Pioneer Wealth Management Group | 82k | $5.1M | 10% | Mar 2024 |
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Waterfront Wealth | 81k | $4.8M | -3% | Dec 2023 |
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UMA Financial Services | 80k | $4.7M | 2% | Mar 2024 |
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Envision Financial Planning | 80k | $4.8M | 6% | Dec 2023 |
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M Financial Asset Management | 80k | $4.8M | 0% | Dec 2023 |
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Captrust Financial Advisors | 79k | $4.7M | 0% | Dec 2023 |
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Bayshore Asset Management | 78k | $4.7M | 0% | Dec 2023 |
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VeraBank | 78k | $4.7M | 40% | Dec 2023 |
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Raymond James & Associates | 68k | $4.2M | -32% | Mar 2024 |
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Financial Connections Group | 56k | $3.3M | -63% | Dec 2023 |
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United Capital Financial Advisers | 38k | $2.3M | -64% | Dec 2023 |
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Financial Advocates Investment Management | 34k | $2.0M | -70% | Dec 2023 |
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Carlson Capital Management | 9.3k | $580k | -96% | Mar 2024 |
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Stokes Family Office | 4.9k | $294k | -96% | Dec 2023 |
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