Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAT
- CUSIP Number: 25434v609
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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 |
|---|---|---|---|---|---|
| Creative Planning | 14M | $787M | -1% | Sep 2024 |
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| Buckingham Asset Management | 12M | $645M | -2% | Jun 2024 |
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| Colony | 12M | $680M | 100% | Sep 2024 |
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| Forum Financial Management | 8.8M | $489M | 2% | Sep 2024 |
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| Index Fund Advisors | 7.4M | $410M | -2% | Sep 2024 |
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| Savant Capital Management | 5.2M | $289M | 7% | Sep 2024 |
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| Buckingham Strategic Partners | 3.6M | $200M | -4% | Sep 2024 |
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| Pure Financial Advisors | 3.6M | $198M | 29% | Sep 2024 |
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| Jackson Thornton Asset Management | 2.9M | $159M | 5% | Sep 2024 |
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| CI Private Wealth | 2.8M | $154M | 0% | Sep 2024 |
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| Mercer Global Advisors | 2.7M | $138M | -7% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 2.4M | $122M | 2% | Jun 2024 |
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| Asset Dedication | 2.2M | $122M | 4% | Sep 2024 |
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| HighTower Advisors | 2.1M | $107M | 1% | Jun 2024 |
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| Envestnet Asset Management | 2.1M | $115M | -14% | Sep 2024 |
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| RW Investment Management | 1.9M | $105M | 0% | Sep 2024 |
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| EP Wealth Advisors | 1.8M | $103M | 18% | Sep 2024 |
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| Trust Co of the South | 1.8M | $102M | -1% | Sep 2024 |
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| Apella Capital | 1.8M | $96M | 7% | Sep 2024 |
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| Plan | 1.6M | $91M | -1% | Sep 2024 |
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| Truepoint | 1.5M | $83M | -1% | Sep 2024 |
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| Great Oak Capital Partners | 1.2M | $67M | 2% | Sep 2024 |
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| Abacus Wealth Partners | 1.2M | $66M | -2% | Sep 2024 |
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| Evanson Asset Management | 1.1M | $62M | -2% | Sep 2024 |
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| Team Hewins | 1.0M | $53M | 1% | Sep 2024 |
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| Bank of America Corporation | 922k | $51M | 2% | Sep 2024 |
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| Merriman Wealth Management | 920k | $51M | 1% | Sep 2024 |
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| Sax Wealth Advisors | 895k | $50M | -1% | Sep 2024 |
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| BKD Wealth Advisors | 879k | $46M | -1% | Jun 2024 |
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| Modera Wealth Management | 872k | $49M | -1% | Sep 2024 |
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| LPL Financial | 866k | $48M | 13% | Sep 2024 |
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| Raymond James Financial Services Advisors | 860k | $48M | 12% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 846k | $47M | 1% | Sep 2024 |
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| Bayshore Asset Management | 833k | $46M | -6% | Sep 2024 |
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| Capital Performance Advisors | 803k | $45M | -1% | Sep 2024 |
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| Sequoia Financial Advisors | 784k | $44M | 4% | Sep 2024 |
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| Mbb Public Markets I | 769k | $43M | 6% | Sep 2024 |
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| Sensible Money | 749k | $42M | 3% | Sep 2024 |
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| Monograph Wealth Advisors | 734k | $38M | 11% | Jun 2024 |
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| HPM Partners | 708k | $39M | 6% | Sep 2024 |
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| Joel Isaacson & Co | 652k | $34M | 4% | Jun 2024 |
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| Hill Investment Group Partners | 636k | $36M | 1% | Jun 2024 |
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| Mariner Wealth Advisors | 629k | $35M | 8% | Sep 2024 |
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| Keb Asset Management | 629k | $35M | 0% | Sep 2024 |
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| Hanson McClain Advisors | 624k | $35M | 20% | Sep 2024 |
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| Great Waters Wealth Management | 610k | $34M | 15% | Sep 2024 |
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| Parkwoods Wealth Partners | 567k | $32M | 100% | Sep 2024 |
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| TFC Financial Management | 541k | $30M | 0% | Sep 2024 |
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| FMFE Wealth Management | 536k | $28M | 1% | Jun 2024 |
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| Assetmark | 533k | $30M | 2% | Sep 2024 |
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| EnRich Financial Partners | 517k | $29M | 1% | Sep 2024 |
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| Beaird Harris Wealth Management | 516k | $27M | -5% | Jun 2024 |
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| TCI Wealth Advisors | 508k | $28M | -1% | Sep 2024 |
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| Foster Group | 507k | $28M | -2% | Sep 2024 |
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| Rsm Us Wealth Management | 503k | $28M | -1% | Sep 2024 |
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| Efficient Frontier Advisors | 503k | $28M | 1% | Sep 2024 |
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| Kraft Asset Management | 472k | $26M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 472k | $25M | 10% | Jun 2024 |
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| WPWealth | 466k | $26M | 5% | Sep 2024 |
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| Meritas Wealth Management | 462k | $26M | -1% | Sep 2024 |
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| Watchman Group | 460k | $26M | 0% | Sep 2024 |
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| Planning Center | 454k | $25M | 2% | Sep 2024 |
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| Phillips Financial Management | 449k | $25M | 10% | Sep 2024 |
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| Squire Investment Management Company | 444k | $25M | 0% | Sep 2024 |
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| Pathstone Holdings | 424k | $24M | 1% | Sep 2024 |
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| First Command Advisory Services | 418k | $23M | 11% | Sep 2024 |
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| PBMares Wealth Management | 415k | $23M | 6% | Sep 2024 |
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| Tillman Hartley | 403k | $22M | 15% | Sep 2024 |
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| Tfo-tdc | 399k | $22M | -4% | Sep 2024 |
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| Commonwealth Equity Services | 395k | $22M | -1% | Sep 2024 |
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| Conrad Siegel Investment Advisors | 388k | $22M | 0% | Sep 2024 |
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| Lauterbach Financial Advisors | 388k | $22M | -1% | Sep 2024 |
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| Mosaic Family Wealth Partners | 387k | $20M | 5% | Jun 2024 |
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| Allen Capital Group | 372k | $21M | 0% | Sep 2024 |
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| Larson Financial Group | 364k | $20M | -5% | Sep 2024 |
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| Cardiff Park Advisors | 361k | $19M | 6% | Jun 2024 |
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| Burns Wealth Management | 355k | $20M | 1% | Sep 2024 |
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| Disciplined Equity Management | 338k | $19M | -3% | Sep 2024 |
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| Mml Investors Services | 337k | $19M | 3% | Sep 2024 |
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| Triune Financial Partners | 325k | $18M | 3% | Sep 2024 |
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| AE Wealth Management | 325k | $18M | 11% | Sep 2024 |
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| Quantum Financial Advisors | 310k | $17M | -3% | Sep 2024 |
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| Confluence Wealth Services | 300k | $17M | 9% | Sep 2024 |
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| Rs Crum | 296k | $17M | 1% | Sep 2024 |
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| Vista Wealth Management Group | 294k | $16M | -1% | Sep 2024 |
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| Rf&l Wealth Management | 293k | $16M | -1% | Sep 2024 |
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| Summit Financial Strategies | 288k | $16M | 11% | Sep 2024 |
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| Dopkins Wealth Management | 286k | $16M | -15% | Sep 2024 |
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| Lakeshore Financial Planning | 280k | $16M | -2% | Sep 2024 |
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| Branch Banking & Trust Company | 278k | $14M | 6% | Jun 2024 |
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| Financial Engines Advisors L.L.C | 276k | $15M | -11% | Sep 2024 |
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| New England Private Wealth Advisors | 276k | $15M | -5% | Sep 2024 |
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| BlueSky Wealth Advisors | 275k | $15M | 6% | Sep 2024 |
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| Keyes, Stange & Wooten Wealth Management | 274k | $15M | 1% | Sep 2024 |
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| Libra Wealth | 273k | $15M | -2% | Sep 2024 |
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| G2 Capital Management, Llc / Oh | 263k | $15M | -1% | Sep 2024 |
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| Sterling Wealth Management | 261k | $15M | 41% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 260k | $14M | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 260k | $14M | 13% | Sep 2024 |
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| Mather Group | 257k | $14M | -19% | Sep 2024 |
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| Strategic Investment Solutions | 255k | $14M | -1% | Sep 2024 |
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| McLean Asset Management Corp | 252k | $14M | -1% | Sep 2024 |
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| Sandy Spring Bank | 251k | $14M | 11% | Sep 2024 |
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| Cambridge Investment Research Advisors | 247k | $14M | -57% | Sep 2024 |
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| Equitable Holdings | 246k | $13M | 6% | Jun 2024 |
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| Visionary Wealth Advisors | 236k | $13M | 0% | Sep 2024 |
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| Ruedi Wealth Management | 235k | $13M | 1% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 233k | $13M | 1% | Sep 2024 |
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| Cook Wealth Management Group | 220k | $12M | -3% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 215k | $12M | -2% | Sep 2024 |
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| Beacon Pointe Advisors | 210k | $12M | 0% | Sep 2024 |
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| Altiora Financial Group | 208k | $12M | 16% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 201k | $11M | -37% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 200k | $11M | 0% | Sep 2024 |
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| BWM Planning | 200k | $11M | 100% | Sep 2024 |
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| ShankerValleau Wealth Advisors | 194k | $11M | 1% | Sep 2024 |
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| Compass Advisory Group | 190k | $11M | -31% | Sep 2024 |
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| Robertson Stephens Wealth Management | 188k | $10M | 0% | Sep 2024 |
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| Kestra Advisory Services | 187k | $10M | -8% | Sep 2024 |
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| Juncture Wealth Strategies | 184k | $10M | 7% | Sep 2024 |
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| Fiduciary Financial Group | 176k | $9.6M | 8% | Sep 2024 |
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| Aspiriant | 172k | $9.6M | 0% | Sep 2024 |
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| Austin Asset Management | 170k | $9.4M | -2% | Sep 2024 |
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| Raymond James & Associates | 169k | $9.4M | 0% | Sep 2024 |
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| Legacy Financial Group | 168k | $9.2M | -1% | Sep 2024 |
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| Spire Wealth Management | 167k | $9.3M | -7% | Sep 2024 |
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| American Investment Services | 167k | $8.7M | -2% | Jun 2024 |
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| Vawter Financial | 165k | $9.2M | -1% | Sep 2024 |
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| Glassy Mountain Advisors | 163k | $9.1M | 6% | Sep 2024 |
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| Rise Advisors | 159k | $8.8M | 8% | Sep 2024 |
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| Better Money Decisions | 157k | $8.8M | 7% | Sep 2024 |
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| Oppenheimer & Co | 156k | $8.7M | -5% | Sep 2024 |
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| Jones Financial Companies, L.L | 153k | $8.5M | 253% | Sep 2024 |
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| McKinley Carter Wealth Services | 152k | $8.4M | 10% | Sep 2024 |
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| Lutz Financial Services | 146k | $8.1M | 0% | Sep 2024 |
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| DiNuzzo Private Wealth | 146k | $8.1M | -1% | Sep 2024 |
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| Activest Wealth Management | 144k | $8.0M | 2% | Sep 2024 |
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| Liberty Wealth Management | 141k | $7.9M | -62% | Sep 2024 |
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| Regions Bank | 137k | $7.6M | -2% | Sep 2024 |
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| Gradient Capital Advisors | 136k | $7.6M | -1% | Sep 2024 |
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| Passive Capital Management | 134k | $7.5M | 0% | Sep 2024 |
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| Avondale Wealth Management | 133k | $7.4M | 2% | Sep 2024 |
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| Rather & Kittrell | 130k | $7.2M | -1% | Sep 2024 |
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| Captrust Financial Advisors | 130k | $7.2M | -1% | Sep 2024 |
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| Northwest Wealth Management | 128k | $7.1M | -8% | Sep 2024 |
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| Ariadne Wealth Management | 126k | $7.4M | 6% | Sep 2024 |
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| RFG Advisory | 125k | $7.0M | 2% | Sep 2024 |
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| Good Life Advisors | 124k | $6.9M | 100% | Sep 2024 |
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| Disciplined Investments | 119k | $6.6M | 10% | Sep 2024 |
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| Mason Investment Advisory Services | 119k | $6.6M | 0% | Sep 2024 |
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| Goss Wealth Management | 96k | $5.0M | -20% | Jun 2024 |
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| Simplicity Wealth | 85k | $4.7M | -75% | Sep 2024 |
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| Symmetry Partner | 61k | $3.4M | -90% | Sep 2024 |
|
| Strategic Financial Concepts | 4.0k | $225k | -98% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Jun 2024 | 552k | $29M |
| Balyasny Asset Management | Mar 2024 | 150k | $8.1M |