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 | 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 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Asio Capital | Jun 2023 | 107k | $4.9M |