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 | $714M | 4% | Dec 2023 |
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| Buckingham Asset Management | 13M | $664M | -1% | Dec 2023 |
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| Forum Financial Management | 9.2M | $480M | 2% | Dec 2023 |
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| Savant Capital Management | 5.4M | $284M | 6% | Dec 2023 |
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| Mercer Global Advisors | 2.9M | $153M | 8% | Dec 2023 |
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| CI Private Wealth | 2.7M | $144M | 0% | Dec 2023 |
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| Buckingham Strategic Partners | 2.7M | $141M | -11% | Dec 2023 |
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| Jackson Thornton Asset Management | 2.5M | $132M | -3% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 2.3M | $125M | 3% | Mar 2024 |
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| Pure Financial Advisors | 2.1M | $112M | 16% | Mar 2024 |
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| Asset Dedication | 2.0M | $108M | 6% | Mar 2024 |
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| Trust Co of the South | 1.9M | $102M | -2% | Mar 2024 |
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| Plan | 1.7M | $90M | -1% | Dec 2023 |
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| Truepoint | 1.6M | $85M | -2% | Dec 2023 |
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| Resource Consulting Group | 1.6M | $82M | -1% | Dec 2023 |
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| Apella Capital | 1.5M | $78M | 3% | Mar 2024 |
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| EP Wealth Advisors | 1.3M | $66M | 5% | Dec 2023 |
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| Abacus Wealth Partners | 1.2M | $67M | -3% | Mar 2024 |
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| Mbb Public Markets I | 1.2M | $64M | -6% | Dec 2023 |
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| Evanson Asset Management | 1.1M | $62M | -1% | Mar 2024 |
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| Great Oak Capital Partners | 1.0M | $57M | 12% | Mar 2024 |
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| Team Hewins | 1.0M | $53M | -1% | Dec 2023 |
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| Bayshore Asset Management | 894k | $47M | 0% | Dec 2023 |
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| BKD Wealth Advisors | 890k | $48M | -2% | Mar 2024 |
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| Modera Wealth Management | 888k | $47M | -3% | Dec 2023 |
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| Bank of America Corporation | 878k | $46M | 16% | Dec 2023 |
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| Ml & R Wealth Management | 862k | $45M | 4% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 849k | $44M | 2% | Dec 2023 |
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| Capital Performance Advisors | 818k | $45M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 743k | $40M | 7% | Mar 2024 |
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| Sax Wealth Advisors | 707k | $37M | 3% | Dec 2023 |
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| Sequoia Financial Advisors | 704k | $37M | 4% | Dec 2023 |
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| Hill Investment Group Partners | 654k | $34M | -1% | Dec 2023 |
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| Keb Asset Management | 631k | $34M | 0% | Mar 2024 |
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| Monograph Wealth Advisors | 619k | $32M | 2% | Dec 2023 |
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| Joel Isaacson & Co | 600k | $31M | 3% | Dec 2023 |
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| Cambridge Investment Research Advisors | 594k | $32M | -6% | Mar 2024 |
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| Efficient Frontier Advisors | 572k | $31M | 3% | Mar 2024 |
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| HighTower Advisors | 561k | $29M | 0% | Dec 2023 |
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| Beaird Harris Wealth Management | 552k | $29M | -2% | Dec 2023 |
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| TFC Financial Management | 544k | $28M | -1% | Dec 2023 |
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| TCI Wealth Advisors | 539k | $28M | -2% | Dec 2023 |
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| Kraft Asset Management | 539k | $28M | -1% | Dec 2023 |
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| Foster Group | 525k | $29M | -2% | Mar 2024 |
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| Rsm Us Wealth Management | 522k | $27M | -7% | Dec 2023 |
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| Hanson McClain Advisors | 509k | $28M | -1% | Mar 2024 |
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| Assetmark | 508k | $27M | 2% | Dec 2023 |
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| HPM Partners | 508k | $27M | 1% | Dec 2023 |
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| Mariner Wealth Advisors | 474k | $25M | 6% | Dec 2023 |
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| Meritas Wealth Management | 472k | $26M | -1% | Mar 2024 |
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| Great Waters Wealth Management | 471k | $26M | 8% | Mar 2024 |
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| Baird Financial | 440k | $23M | -23% | Dec 2023 |
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| Planning Center | 439k | $24M | 2% | Mar 2024 |
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| Pathstone Holdings | 433k | $23M | 100% | Dec 2023 |
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| Tfo-tdc | 432k | $23B | -2% | Dec 2023 |
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| Conrad Siegel Investment Advisors | 425k | $23M | 2817% | Mar 2024 |
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| Lauterbach Financial Advisors | 423k | $22M | -2% | Dec 2023 |
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| PBMares Wealth Management | 393k | $21M | 3% | Dec 2023 |
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| Larson Financial Group | 392k | $21M | 1% | Dec 2023 |
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| WPWealth | 389k | $20M | 15% | Dec 2023 |
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| Phillips Financial Management | 380k | $21M | 6% | Mar 2024 |
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| Allen Capital Group | 374k | $20M | 42% | Mar 2024 |
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| Commonwealth Equity Services | 365k | $19M | 3% | Dec 2023 |
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| Tillman Hartley | 358k | $19M | 1% | Dec 2023 |
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| UBS Group | 346k | $18M | 32% | Dec 2023 |
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| Cardiff Park Advisors | 335k | $18M | -1% | Dec 2023 |
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| Mosaic Family Wealth Partners | 333k | $17M | -6% | Dec 2023 |
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| Disciplined Equity Management | 332k | $17M | 4% | Dec 2023 |
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| Quantum Financial Advisors | 332k | $18M | -3% | Mar 2024 |
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| Dopkins Wealth Management | 325k | $17M | -14% | Dec 2023 |
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| Mather Group | 320k | $17M | 0% | Mar 2024 |
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| Vista Wealth Management Group | 308k | $16M | -1% | Dec 2023 |
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| Rf&l Wealth Management | 301k | $16M | 0% | Dec 2023 |
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| First Command Advisory Services | 298k | $16M | 13% | Dec 2023 |
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| Libra Wealth | 294k | $15M | -3% | Dec 2023 |
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| New England Private Wealth Advisors | 288k | $15M | 1% | Dec 2023 |
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| Rs Crum | 284k | $15M | -1% | Dec 2023 |
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| Keyes, Stange & Wooten Wealth Management | 271k | $14M | 100% | Dec 2023 |
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| Compass Advisory Group | 267k | $14M | 30% | Dec 2023 |
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| BlueSky Wealth Advisors | 262k | $14M | 2% | Mar 2024 |
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| Andrews, Lucia Wealth Management | 260k | $14M | 2% | Dec 2023 |
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| G2 Capital Management, Llc / Oh | 257k | $14M | 0% | Dec 2023 |
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| AE Wealth Management | 256k | $13M | 15% | Dec 2023 |
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| McLean Asset Management Corp | 255k | $14M | -2% | Mar 2024 |
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| Beacon Pointe Advisors | 240k | $13M | 13% | Dec 2023 |
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| Visionary Wealth Advisors | 236k | $12M | -4% | Dec 2023 |
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| Branch Banking & Trust Company | 234k | $12M | 8% | Dec 2023 |
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| Ruedi Wealth Management | 225k | $12M | 7% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 224k | $12M | 6% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 220k | $12M | -1% | Mar 2024 |
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| Symmetry Partner | 216k | $11M | -1% | Dec 2023 |
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| Cook Wealth Management Group | 209k | $11M | 100% | Dec 2023 |
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| Robertson Stephens Wealth Management | 198k | $10M | 3% | Dec 2023 |
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| Jpmorgan Chase & Co | 195k | $10M | 12% | Dec 2023 |
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| ShankerValleau Wealth Advisors | 191k | $10M | 1% | Mar 2024 |
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| Spire Wealth Management | 182k | $9.9M | 2% | Mar 2024 |
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| Austin Asset Management | 176k | $9.6M | -3% | Mar 2024 |
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| American Investment Services | 174k | $9.1M | 0% | Dec 2023 |
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| Jane Street | 174k | $9.1M | 48% | Dec 2023 |
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| Aspiriant | 173k | $9.4M | -3% | Mar 2024 |
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| Kestra Advisory Services | 171k | $9.0M | 2% | Dec 2023 |
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| Sandy Spring Bank | 171k | $9.0M | 31% | Dec 2023 |
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| Raymond James & Associates | 170k | $9.3M | -19% | Mar 2024 |
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| Confluence Wealth Services | 161k | $8.7M | 17% | Mar 2024 |
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| Altiora Financial Group | 160k | $8.7M | 35% | Mar 2024 |
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| Juncture Wealth Strategies | 158k | $8.6M | 54% | Mar 2024 |
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| Glassy Mountain Advisors | 155k | $8.4M | 3% | Mar 2024 |
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| Rise Advisors | 154k | $8.4M | 2% | Mar 2024 |
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| Lutz Financial Services | 151k | $7.9M | 3% | Dec 2023 |
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| DiNuzzo Private Wealth | 150k | $7.8M | 100% | Dec 2023 |
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| Sterling Wealth Management | 148k | $7.7M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 144k | $7.5M | -5% | Dec 2023 |
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| Liberty Wealth Management | 143k | $7.5M | -1% | Dec 2023 |
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| McKinley Carter Wealth Services | 141k | $7.7M | 1% | Mar 2024 |
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| Northwest Wealth Management | 140k | $7.3M | 0% | Dec 2023 |
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| Gradient Capital Advisors | 139k | $7.6M | -2% | Mar 2024 |
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| Regions Bank | 139k | $7.6M | 0% | Mar 2024 |
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| Rather & Kittrell | 138k | $7.5M | -3% | Mar 2024 |
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| Betterment | 131k | $6.8M | 80% | Dec 2023 |
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| Activest Wealth Management | 129k | $7.0M | 5% | Mar 2024 |
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| Stifel Financial | 128k | $6.7M | 41% | Dec 2023 |
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| Royal Bank of Canada | 125k | $6.5M | 19% | Dec 2023 |
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| RFG Advisory | 122k | $6.7M | 0% | Mar 2024 |
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| Stratos Wealth Partners | 118k | $6.4M | -1% | Mar 2024 |
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| Verdence Capital Advisors | 117k | $6.4M | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 116k | $6.1M | -16% | Dec 2023 |
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| FinDec Wealth Services | 114k | $6.0M | -19% | Dec 2023 |
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| MAI Wealth Advisors | 114k | $6.0M | -1% | Dec 2023 |
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| Watershed Private Wealth | 109k | $5.7M | -3% | Dec 2023 |
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| Cherry Tree Wealth Management | 109k | $5.7M | -2% | Dec 2023 |
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| OMNI 360 Wealth | 108k | $5.9M | 4% | Mar 2024 |
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| Schoolcraft Capital | 108k | $5.9M | -1% | Mar 2024 |
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| Red Lighthouse Investment Management | 106k | $5.6M | -3% | Dec 2023 |
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| Cypress Point Wealth Management | 104k | $5.5M | -44% | Dec 2023 |
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| Monticello Wealth Management | 103k | $5.6M | -3% | Mar 2024 |
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| Gibson Capital | 102k | $5.5M | 0% | Mar 2024 |
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| Disciplined Investments | 101k | $5.5M | 4% | Mar 2024 |
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| Better Money Decisions | 97k | $5.1M | 361% | Dec 2023 |
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| Carlson Capital Management | 92k | $5.0M | -88% | Mar 2024 |
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| Private Wealth Management Group | 92k | $4.8M | 100% | Dec 2023 |
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| Advisor Group Holdings | 91k | $4.8M | -76% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 91k | $4.8M | 13% | Dec 2023 |
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| Shearwater Capital | 86k | $4.7M | -3% | Mar 2024 |
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| Park Avenue Securities | 86k | $4.7M | 28% | Mar 2024 |
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| TAGStone Capital | 86k | $4.5M | 56% | Dec 2023 |
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| RTD Financial Advisors | 86k | $4.7M | -1% | Mar 2024 |
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| Pioneer Wealth Management Group | 83k | $4.5M | 44% | Mar 2024 |
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| Wealthstream Advisors | 82k | $4.3M | -8% | Dec 2023 |
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| Soundmark Wealth Management | 79k | $4.3M | -6% | Mar 2024 |
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| Diversified Portfolios | 79k | $4.1M | -1% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 78k | $4.2M | -2% | Mar 2024 |
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| True Wealth Design | 76k | $4.0M | -17% | Dec 2023 |
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| United Capital Financial Advisers | 21k | $1.1M | -76% | Dec 2023 |
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