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 |
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Creative Planning | 13M | $599M | -1% | Sep 2023 |
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Buckingham Asset Management | 13M | $586M | 0% | Sep 2023 |
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Forum Financial Management | 8.9M | $409M | 7% | Sep 2023 |
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Index Fund Advisors | 8.0M | $363M | -1% | Sep 2023 |
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Savant Capital Management | 5.1M | $233M | 10% | Sep 2023 |
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Envestnet Asset Management | 3.2M | $150M | 2% | Jun 2023 |
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Buckingham Strategic Partners | 3.0M | $138M | 0% | Sep 2023 |
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CI Private Wealth | 2.7M | $125M | -1% | Sep 2023 |
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Mercer Global Advisors | 2.7M | $123M | 9% | Sep 2023 |
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Modera Wealth Management | 2.7M | $88M | 191% | Sep 2023 |
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Jackson Thornton Asset Management | 2.6M | $118M | -4% | Sep 2023 |
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Wealth Enhancement Advisory Services | 2.3M | $106M | 22335% | Sep 2023 |
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Asset Dedication | 1.9M | $85M | 4% | Sep 2023 |
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Plan | 1.7M | $79M | -1% | Sep 2023 |
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Willow Creek Wealth Management | 1.7M | $78M | 2% | Jun 2023 |
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Truepoint | 1.7M | $76M | -1% | Sep 2023 |
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Resource Consulting Group | 1.6M | $72M | 0% | Sep 2023 |
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Pure Financial Advisors | 1.4M | $62M | 28% | Sep 2023 |
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Apella Capital | 1.3M | $60M | 7% | Sep 2023 |
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Mbb Public Markets I | 1.3M | $59M | 22% | Sep 2023 |
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Abacus Wealth Partners | 1.3M | $59M | -6% | Sep 2023 |
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Evanson Asset Management | 1.2M | $53M | 1% | Sep 2023 |
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EP Wealth Advisors | 1.1M | $54M | 390% | Jun 2023 |
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Team Hewins | 1.0M | $46M | -1% | Sep 2023 |
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BKD Wealth Advisors | 950k | $43M | -2% | Sep 2023 |
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Merriman Wealth Management | 920k | $43M | -77% | Jun 2023 |
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Bayshore Asset Management | 898k | $41M | -2% | Sep 2023 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 834k | $38M | 1% | Sep 2023 |
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Ml & R Wealth Management | 831k | $38M | 1% | Sep 2023 |
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Capital Performance Advisors | 828k | $38M | -1% | Sep 2023 |
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Carlson Capital Management | 779k | $36M | -4% | Jun 2023 |
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Sax Wealth Advisors | 688k | $31M | 1% | Sep 2023 |
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Hill Investment Group Partners | 680k | $32M | -1% | Jun 2023 |
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Sequoia Financial Advisors | 677k | $31M | 1% | Sep 2023 |
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Cambridge Investment Research Advisors | 658k | $30M | 173% | Sep 2023 |
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Raymond James Financial Services Advisors | 642k | $29M | 2% | Sep 2023 |
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Meritas Wealth Management | 641k | $29M | -1% | Sep 2023 |
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Keb Asset Management | 635k | $29M | 0% | Sep 2023 |
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Monograph Wealth Advisors | 606k | $28M | 3% | Sep 2023 |
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LPL Financial | 599k | $28M | 13% | Jun 2023 |
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Joel Isaacson & Co | 580k | $27M | 5% | Sep 2023 |
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Baird Financial | 571k | $26M | 3% | Sep 2023 |
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HighTower Advisors | 563k | $26M | 9% | Sep 2023 |
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Rsm Us Wealth Management | 561k | $26M | -3% | Sep 2023 |
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Beaird Harris Wealth Management | 561k | $26M | -3% | Sep 2023 |
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TCI Wealth Advisors | 552k | $25M | -2% | Sep 2023 |
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TFC Financial Management | 549k | $25M | -13% | Sep 2023 |
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Kraft Asset Management | 545k | $25M | -2% | Sep 2023 |
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Foster Group | 537k | $25M | -2% | Sep 2023 |
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Hanson McClain Advisors | 525k | $24M | 4% | Sep 2023 |
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HPM Partners | 517k | $24M | -2% | Jun 2023 |
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Assetmark | 499k | $23M | 2% | Sep 2023 |
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Watchman Group | 450k | $21M | 4% | Sep 2023 |
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Mariner Wealth Advisors | 449k | $21M | 8% | Sep 2023 |
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Tfo-tdc | 440k | $20M | 0% | Sep 2023 |
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Planning Center | 440k | $20M | 0% | Sep 2023 |
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Lauterbach Financial Advisors | 431k | $20M | 0% | Sep 2023 |
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Larson Financial Group | 386k | $18M | 2% | Sep 2023 |
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PBMares Wealth Management | 383k | $18M | 2% | Sep 2023 |
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Pathstone Family Office | 382k | $17M | 5% | Sep 2023 |
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Dopkins Wealth Management | 379k | $17M | 17% | Sep 2023 |
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Great Waters Wealth Management | 378k | $17M | 16% | Sep 2023 |
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Relaxing Retirement Coach | 369k | $17M | 12% | Jun 2023 |
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Tillman Hartley | 355k | $16M | -1% | Sep 2023 |
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Commonwealth Equity Services | 355k | $16M | 9% | Sep 2023 |
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Mosaic Family Wealth Partners | 353k | $16M | 8% | Sep 2023 |
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Advisor Group Holdings | 351k | $16M | 2% | Jun 2023 |
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Quantum Financial Advisors | 348k | $16M | -7% | Jun 2023 |
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WPWealth | 339k | $16M | 23% | Sep 2023 |
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Phillips Financial Management | 339k | $16M | 9% | Sep 2023 |
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Cardiff Park Advisors | 334k | $16M | 9% | Jun 2023 |
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Disciplined Equity Management | 325k | $15M | 0% | Jun 2023 |
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Steward Financial Group | 315k | $14M | 1% | Sep 2023 |
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Lakeshore Financial Planning | 314k | $14M | 100% | Sep 2023 |
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Vista Wealth Management Group | 313k | $14M | -2% | Sep 2023 |
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Rf&l Wealth Management | 303k | $14M | 0% | Sep 2023 |
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Libra Wealth | 302k | $14M | 0% | Sep 2023 |
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Rs Crum | 289k | $13M | -1% | Sep 2023 |
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Mather Group | 287k | $13M | 10% | Jun 2023 |
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New England Private Wealth Advisors | 284k | $13M | 0% | Sep 2023 |
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Cetera Investment Advisers | 283k | $13M | 12% | Sep 2023 |
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First Command Advisory Services | 263k | $12M | 100% | Sep 2023 |
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Bank of America Corporation | 263k | $12M | -45% | Jun 2023 |
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UBS Group | 262k | $12M | 22% | Sep 2023 |
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BlueSky Wealth Advisors | 262k | $12M | 4% | Sep 2023 |
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McLean Asset Management Corp | 259k | $12M | 0% | Sep 2023 |
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G2 Capital Management, Llc / Oh | 258k | $12M | 0% | Sep 2023 |
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Andrews, Lucia Wealth Management | 254k | $12M | 0% | Sep 2023 |
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Visionary Wealth Advisors | 247k | $11M | 0% | Sep 2023 |
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McKinley Carter Wealth Services | 246k | $11M | 1% | Sep 2023 |
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Mml Investors Services | 245k | $11M | 14% | Jun 2023 |
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Landmark Financial Advisors | 238k | $11M | 5% | Sep 2023 |
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Moisand Fitzgerald Tamayo | 231k | $11M | -2% | Sep 2023 |
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AE Wealth Management | 223k | $10M | 19% | Sep 2023 |
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Branch Banking & Trust Company | 218k | $10M | 11% | Sep 2023 |
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Symmetry Partner | 217k | $9.9M | -1% | Sep 2023 |
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Beacon Pointe Advisors | 212k | $9.7M | 19% | Sep 2023 |
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Ruedi Wealth Management | 211k | $9.6M | 6% | Sep 2023 |
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Raymond James & Associates | 209k | $9.6M | -26% | Sep 2023 |
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Equitable Holdings | 208k | $9.5M | 7% | Sep 2023 |
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Compass Advisory Group | 206k | $9.4M | 5% | Sep 2023 |
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Henrickson Nauta Wealth Advisors | 201k | $9.2M | 3% | Sep 2023 |
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ShankerValleau Wealth Advisors | 193k | $8.8M | 1% | Sep 2023 |
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Cypress Point Wealth Management | 188k | $8.6M | 13% | Sep 2023 |
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Austin Asset Management | 183k | $8.3M | -1% | Sep 2023 |
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Aspiriant | 181k | $8.3M | -1% | Sep 2023 |
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American Investment Services | 180k | $8.3M | -4% | Jun 2023 |
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Spire Wealth Management | 177k | $8.1M | 2% | Sep 2023 |
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First Command Bank | 177k | $8.2M | 100% | Jun 2023 |
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First Command Financial Services | 177k | $8.2M | 100% | Jun 2023 |
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Legacy Financial Group | 170k | $7.9M | -3% | Jun 2023 |
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Captrust Financial Advisors | 152k | $6.9M | 1% | Sep 2023 |
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Oppenheimer & Co | 152k | $6.9M | 100% | Sep 2023 |
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Lutz Financial Services | 147k | $6.7M | 0% | Sep 2023 |
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Jpmorgan Chase & Co | 146k | $6.8M | 48% | Jun 2023 |
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Rather & Kittrell | 145k | $6.6M | -2% | Sep 2023 |
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Liberty Wealth Management | 145k | $6.6M | -1% | Sep 2023 |
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Kestra Advisory Services | 144k | $6.7M | 15% | Jun 2023 |
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Rise Advisors | 142k | $6.5M | 9% | Sep 2023 |
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FinDec Wealth Services | 140k | $6.4M | 1% | Sep 2023 |
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Northwest Wealth Management | 140k | $6.4M | -2% | Sep 2023 |
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Gradient Capital Advisors | 140k | $6.4M | -1% | Sep 2023 |
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Regions Bank | 140k | $6.4M | -1% | Sep 2023 |
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D.A. Davidson & Co. | 138k | $6.3M | 10% | Sep 2023 |
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RFG Advisory | 132k | $6.0M | 7% | Sep 2023 |
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Sandy Spring Bank | 131k | $6.0M | 12% | Sep 2023 |
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Cresset Asset Management | 129k | $6.0M | 164% | Jun 2023 |
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Stratos Wealth Partners | 119k | $5.5M | -2% | Sep 2023 |
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MAI Wealth Advisors | 118k | $5.5M | -5% | Jun 2023 |
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Altiora Financial Group | 118k | $5.5M | -1% | Jun 2023 |
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Jane Street | 117k | $5.4M | 1124% | Sep 2023 |
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Verdence Capital Advisors | 117k | $5.4M | 0% | Sep 2023 |
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Schoolcraft Capital | 115k | $5.3M | -4% | Sep 2023 |
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Monticello Wealth Management | 113k | $5.2M | -2% | Sep 2023 |
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Disciplined Investments | 113k | $5.2M | -14% | Jun 2023 |
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Watershed Private Wealth | 112k | $5.1M | 2% | Sep 2023 |
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Cherry Tree Wealth Management | 111k | $5.1M | -1% | Sep 2023 |
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Red Lighthouse Investment Management | 109k | $5.0M | 0% | Sep 2023 |
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Activest Wealth Management | 108k | $5.0M | 100% | Sep 2023 |
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Gibson Capital | 102k | $4.7M | 0% | Sep 2023 |
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Robertson Stephens Wealth Management | 100k | $4.6M | 0% | Jun 2023 |
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Juncture Wealth Strategies | 95k | $4.3M | 0% | Sep 2023 |
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Strategic Investment Solutions | 92k | $3.9M | -64% | Jun 2023 |
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True Wealth Design | 91k | $4.2M | -3% | Sep 2023 |
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Stifel Financial | 90k | $4.1M | -24% | Sep 2023 |
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Wealthstream Advisors | 89k | $4.1M | 0% | Sep 2023 |
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Shearwater Capital | 88k | $4.0M | 0% | Sep 2023 |
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RTD Financial Advisors | 87k | $4.0M | -1% | Sep 2023 |
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Financial Network Investment Corporation | 87k | $4.0M | 54% | Sep 2023 |
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United Capital Financial Advisers | 86k | $3.9M | 0% | Sep 2023 |
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Vawter Financial | 53k | $2.4M | -66% | Sep 2023 |
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Sensible Financial Planning & Management | 17k | $759k | -85% | Sep 2023 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Asio Capital | Jun 2023 | 107k | $4.9M |