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 | $739M | 4% | Jun 2024 |
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| Buckingham Asset Management | 12M | $645M | -2% | Jun 2024 |
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| Forum Financial Management | 8.6M | $448M | -5% | Jun 2024 |
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| Index Fund Advisors | 7.5M | $389M | -3% | Jun 2024 |
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| Savant Capital Management | 4.8M | $251M | 1% | Jun 2024 |
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| CI Private Wealth | 2.8M | $144M | 0% | Jun 2024 |
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| Pure Financial Advisors | 2.8M | $143M | 34% | Jun 2024 |
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| Jackson Thornton Asset Management | 2.7M | $142M | 7% | Jun 2024 |
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| Mercer Global Advisors | 2.7M | $138M | -7% | Jun 2024 |
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| Envestnet Asset Management | 2.4M | $124M | -12% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 2.4M | $122M | 2% | Jun 2024 |
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| Asset Dedication | 2.1M | $109M | 6% | Jun 2024 |
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| HighTower Advisors | 2.1M | $107M | 1% | Jun 2024 |
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| RW Investment Management | 1.9M | $98M | 4% | Jun 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 | 1.7M | $86M | -1% | Jun 2024 |
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| EP Wealth Advisors | 1.6M | $81M | 18% | Jun 2024 |
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| Truepoint | 1.5M | $78M | -5% | Jun 2024 |
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| Abacus Wealth Partners | 1.2M | $66M | -2% | Sep 2024 |
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| Great Oak Capital Partners | 1.2M | $62M | 13% | Jun 2024 |
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| Evanson Asset Management | 1.1M | $62M | -2% | Sep 2024 |
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| Team Hewins | 997k | $52M | -1% | Jun 2024 |
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| Merriman Wealth Management | 911k | $47M | 4% | Jun 2024 |
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| Bank of America Corporation | 906k | $47M | 3% | Jun 2024 |
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| Sax Wealth Advisors | 901k | $47M | 1% | Jun 2024 |
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| Bayshore Asset Management | 887k | $46M | 1% | Jun 2024 |
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| Modera Wealth Management | 880k | $46M | 0% | Jun 2024 |
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| BKD Wealth Advisors | 879k | $46M | -1% | Jun 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 840k | $44M | -2% | Jun 2024 |
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| Capital Performance Advisors | 813k | $42M | -1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 771k | $40M | 4% | Jun 2024 |
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| LPL Financial | 769k | $40M | 11% | Jun 2024 |
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| Sequoia Financial Advisors | 755k | $39M | 5% | Jun 2024 |
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| Monograph Wealth Advisors | 734k | $38M | 11% | Jun 2024 |
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| Sensible Money | 725k | $38M | 8% | Jun 2024 |
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| Mbb Public Markets I | 725k | $38M | 11% | Jun 2024 |
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| HPM Partners | 665k | $35M | 29% | Jun 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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| Keb Asset Management | 629k | $33M | 0% | Jun 2024 |
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| Great Waters Wealth Management | 610k | $34M | 15% | Sep 2024 |
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| Symmetry Partner | 593k | $31M | 130% | Jun 2024 |
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| Mariner Wealth Advisors | 582k | $30M | 5% | Jun 2024 |
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| Cambridge Investment Research Advisors | 574k | $30M | -3% | Jun 2024 |
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| Elser Financial Planning | 552k | $29M | 100% | Jun 2024 |
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| TFC Financial Management | 539k | $28M | 1% | Jun 2024 |
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| FMFE Wealth Management | 536k | $28M | 1% | Jun 2024 |
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| Hanson McClain Advisors | 522k | $29M | 3% | Jun 2024 |
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| Assetmark | 520k | $27M | 1% | Jun 2024 |
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| Foster Group | 518k | $27M | -1% | Jun 2024 |
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| Beaird Harris Wealth Management | 516k | $27M | -5% | Jun 2024 |
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| TCI Wealth Advisors | 515k | $27M | -2% | Jun 2024 |
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| Magnolia Capital Advisors | 514k | $9.9k | 100% | Jun 2024 |
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| EnRich Financial Partners | 511k | $27M | 1% | Jun 2024 |
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| Rsm Us Wealth Management | 510k | $26M | 0% | Jun 2024 |
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| Efficient Frontier Advisors | 503k | $28M | 1% | Sep 2024 |
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| Kraft Asset Management | 475k | $25M | -6% | Jun 2024 |
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| Cetera Investment Advisers | 472k | $25M | 10% | Jun 2024 |
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| Meritas Wealth Management | 462k | $26M | -1% | Sep 2024 |
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| Watchman Group | 458k | $24M | 1% | Jun 2024 |
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| Planning Center | 446k | $23M | 2% | Jun 2024 |
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| WPWealth | 442k | $23M | 8% | Jun 2024 |
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| Squire Investment Management Company | 442k | $23M | 0% | Jun 2024 |
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| Pathstone Holdings | 421k | $22M | -3% | Jun 2024 |
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| Tfo-tdc | 417k | $22M | -2% | Jun 2024 |
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| Phillips Financial Management | 406k | $21M | 7% | Jun 2024 |
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| Commonwealth Equity Services | 399k | $21M | 4% | Jun 2024 |
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| PBMares Wealth Management | 391k | $20M | 1% | Jun 2024 |
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| Lauterbach Financial Advisors | 391k | $21M | 0% | Jun 2024 |
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| Conrad Siegel Investment Advisors | 387k | $20M | -9% | Jun 2024 |
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| Mosaic Family Wealth Partners | 387k | $20M | 5% | Jun 2024 |
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| Larson Financial Group | 383k | $20M | -1% | Jun 2024 |
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| First Command Advisory Services | 377k | $20M | 8% | Jun 2024 |
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| Liberty Wealth Management | 376k | $7.3M | 164% | Jun 2024 |
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| Allen Capital Group | 373k | $19M | 0% | Jun 2024 |
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| Cardiff Park Advisors | 361k | $19M | 6% | Jun 2024 |
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| Burns Wealth Management | 353k | $18M | 13% | Jun 2024 |
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| Tillman Hartley | 349k | $18M | -1% | Jun 2024 |
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| Disciplined Equity Management | 349k | $18M | 1% | Jun 2024 |
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| Simplicity Wealth | 337k | $18M | 100% | Jun 2024 |
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| Dopkins Wealth Management | 336k | $17M | -3% | Jun 2024 |
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| Mml Investors Services | 327k | $17M | 2% | Jun 2024 |
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| Mather Group | 319k | $17M | 0% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 318k | $17M | 5% | Jun 2024 |
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| Quantum Financial Advisors | 310k | $17M | -3% | Sep 2024 |
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| Vista Wealth Management Group | 297k | $15M | -1% | Jun 2024 |
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| Rf&l Wealth Management | 296k | $15M | -1% | Jun 2024 |
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| Rs Crum | 294k | $15M | 3% | Jun 2024 |
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| AE Wealth Management | 292k | $15M | 7% | Jun 2024 |
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| Lakeshore Financial Planning | 285k | $15M | -1% | Jun 2024 |
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| Libra Wealth | 279k | $15M | -4% | Jun 2024 |
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| Branch Banking & Trust Company | 278k | $14M | 6% | Jun 2024 |
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| Compass Advisory Group | 276k | $14M | 1% | Jun 2024 |
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| Confluence Wealth Services | 274k | $14M | 71% | Jun 2024 |
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| Keyes, Stange & Wooten Wealth Management | 270k | $14M | -1% | Jun 2024 |
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| G2 Capital Management, Llc / Oh | 266k | $14M | 2% | Jun 2024 |
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| Andrews, Lucia Wealth Management | 260k | $14M | 0% | Jun 2024 |
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| Summit Financial Strategies | 259k | $13M | 14% | Jun 2024 |
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| BlueSky Wealth Advisors | 259k | $13M | -1% | Jun 2024 |
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| Strategic Investment Solutions | 257k | $15M | 100% | Jun 2024 |
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| McLean Asset Management Corp | 255k | $13M | 0% | Jun 2024 |
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| Equitable Holdings | 246k | $13M | 6% | Jun 2024 |
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| Visionary Wealth Advisors | 236k | $12M | 0% | Jun 2024 |
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| Ruedi Wealth Management | 233k | $12M | 4% | Jun 2024 |
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| Henrickson Nauta Wealth Advisors | 231k | $12M | 3% | Jun 2024 |
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| Jpmorgan Chase & Co | 229k | $12M | 2% | Jun 2024 |
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| Strategic Financial Concepts | 229k | $4.0M | 5575% | Jun 2024 |
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| Sandy Spring Bank | 227k | $12M | 14% | Jun 2024 |
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| Cook Wealth Management Group | 227k | $13M | 5% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 218k | $11M | -1% | Jun 2024 |
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| Beacon Pointe Advisors | 209k | $11M | -11% | Jun 2024 |
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| Kestra Advisory Services | 204k | $11M | 8% | Jun 2024 |
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| Vestia Personal Wealth Advisors | 200k | $10M | 100% | Jun 2024 |
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| ShankerValleau Wealth Advisors | 191k | $9.9M | 0% | Jun 2024 |
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| Sterling Wealth Management | 185k | $9.6M | 15% | Jun 2024 |
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| Spire Wealth Management | 179k | $9.3M | -2% | Jun 2024 |
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| Altiora Financial Group | 179k | $9.3M | 12% | Jun 2024 |
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| Austin Asset Management | 173k | $9.0M | -2% | Jun 2024 |
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| Juncture Wealth Strategies | 173k | $9.0M | 9% | Jun 2024 |
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| Aspiriant | 173k | $9.0M | 0% | Jun 2024 |
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| Raymond James & Associates | 169k | $8.8M | -1% | Jun 2024 |
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| Legacy Financial Group | 169k | $8.8M | -1% | Jun 2024 |
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| American Investment Services | 167k | $8.7M | -2% | Jun 2024 |
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| Vawter Financial | 167k | $8.6M | -2% | Jun 2024 |
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| Fiduciary Financial Group | 164k | $9.2M | 100% | Jun 2024 |
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| Glassy Mountain Advisors | 154k | $8.0M | -1% | Jun 2024 |
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| Rise Advisors | 147k | $7.6M | -5% | Jun 2024 |
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| Better Money Decisions | 147k | $7.6M | 6% | Jun 2024 |
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| DiNuzzo Private Wealth | 147k | $7.6M | -1% | Jun 2024 |
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| Lutz Financial Services | 146k | $7.6M | 0% | Jun 2024 |
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| Activest Wealth Management | 141k | $7.3M | 10% | Jun 2024 |
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| Regions Bank | 139k | $7.2M | 0% | Jun 2024 |
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| Northwest Wealth Management | 139k | $7.2M | -1% | Jun 2024 |
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| McKinley Carter Wealth Services | 139k | $7.2M | -2% | Jun 2024 |
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| Gradient Capital Advisors | 137k | $7.1M | -2% | Jun 2024 |
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| Passive Capital Management | 134k | $7.0M | -7% | Jun 2024 |
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| Captrust Financial Advisors | 131k | $6.8M | 0% | Jun 2024 |
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| Rather & Kittrell | 131k | $6.8M | -5% | Jun 2024 |
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| Avondale Wealth Management | 130k | $6.8M | 4% | Jun 2024 |
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| RFG Advisory | 123k | $6.4M | 1% | Jun 2024 |
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| Ariadne Wealth Management | 119k | $6.2M | 100% | Jun 2024 |
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| Stratos Wealth Partners | 118k | $6.1M | 0% | Jun 2024 |
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| D.A. Davidson & Co. | 118k | $6.1M | 1% | Jun 2024 |
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| Mason Investment Advisory Services | 118k | $6.1M | 0% | Jun 2024 |
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| OMNI 360 Wealth | 116k | $6.0M | 7% | Jun 2024 |
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| Stifel Financial | 114k | $5.9M | 0% | Jun 2024 |
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| MAI Wealth Advisors | 111k | $5.8M | -2% | Jun 2024 |
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| Schoolcraft Capital | 110k | $5.7M | 2% | Jun 2024 |
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| Park Avenue Securities | 110k | $6.1M | 5% | Sep 2024 |
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| FinDec Wealth Services | 108k | $5.6M | -4% | Jun 2024 |
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| Royal Bank of Canada | 108k | $5.6M | -6% | Jun 2024 |
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| Goss Wealth Management | 96k | $5.0M | -20% | Jun 2024 |
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| Verdence Capital Advisors | 80k | $4.2M | -32% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Empowered Funds | Mar 2024 | 218k | $12M |
| Susquehanna International | Mar 2024 | 163k | $8.9M |
| Balyasny Asset Management | Mar 2024 | 150k | $8.1M |