Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAT
- CUSIP Number: 25434v609
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | $783M | -1% | Dec 2024 |
|
| Colony | 12M | $678M | 0% | Dec 2024 |
|
| Forum Financial Management | 8.9M | $498M | 2% | Dec 2024 |
|
| Index Fund Advisors | 7.2M | $401M | -2% | Dec 2024 |
|
| Savant Capital Management | 5.1M | $286M | -1% | Dec 2024 |
|
| Buckingham Strategic Partners | 4.8M | $268M | 34% | Dec 2024 |
|
| Pure Financial Advisors | 4.0M | $224M | 13% | Dec 2024 |
|
| Jackson Thornton Asset Management | 3.0M | $164M | 3% | Dec 2024 |
|
| CI Private Wealth | 2.8M | $153M | 0% | Dec 2024 |
|
| Asset Dedication | 2.3M | $127M | 4% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 2.3M | $127M | -3% | Dec 2024 |
|
| EP Wealth Advisors | 2.2M | $124M | 21% | Dec 2024 |
|
| HighTower Advisors | 2.0M | $114M | 0% | Dec 2024 |
|
| Willow Creek Wealth Management | 2.0M | $109M | 100% | Dec 2024 |
|
| Envestnet Asset Management | 1.9M | $108M | -6% | Dec 2024 |
|
| Trust Co of the South | 1.8M | $101M | -1% | Dec 2024 |
|
| RW Investment Management | 1.7M | $96M | -9% | Dec 2024 |
|
| Apella Capital | 1.7M | $93M | -4% | Dec 2024 |
|
| Plan | 1.6M | $90M | -2% | Dec 2024 |
|
| Mercer Global Advisors | 1.5M | $84M | -33% | Dec 2024 |
|
| Truepoint | 1.5M | $82M | -1% | Dec 2024 |
|
| Abacus Wealth Partners | 1.3M | $74M | 11% | Dec 2024 |
|
| Raymond James Financial | 1.2M | $69M | 100% | Dec 2024 |
|
| Great Oak Capital Partners | 1.2M | $67M | 1% | Dec 2024 |
|
| Evanson Asset Management | 1.1M | $62M | 0% | Dec 2024 |
|
| Team Hewins | 1.0M | $53M | 0% | Dec 2024 |
|
| LPL Financial | 984k | $55M | 14% | Dec 2024 |
|
| Bank of America Corporation | 964k | $54M | 5% | Dec 2024 |
|
| Merriman Wealth Management | 880k | $49M | -4% | Dec 2024 |
|
| Sax Wealth Advisors | 878k | $49M | -2% | Dec 2024 |
|
| Raymond James Financial Services Advisors | 860k | $48M | 12% | Sep 2024 |
|
| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 858k | $48M | 1% | Dec 2024 |
|
| Modera Wealth Management | 837k | $47M | -4% | Dec 2024 |
|
| Bayshore Asset Management | 825k | $46M | -1% | Dec 2024 |
|
| Hanson McClain Advisors | 813k | $47M | 30% | Dec 2024 |
|
| Monograph Wealth Advisors | 805k | $45M | 0% | Dec 2024 |
|
| BKD Wealth Advisors | 804k | $45M | -6% | Dec 2024 |
|
| Capital Performance Advisors | 801k | $45M | 0% | Dec 2024 |
|
| Sequoia Financial Advisors | 798k | $44M | 2% | Dec 2024 |
|
| Sensible Money | 792k | $44M | 6% | Dec 2024 |
|
| Mbb Public Markets I | 774k | $43M | 1% | Dec 2024 |
|
| Elser Financial Planning | 706k | $39M | 100% | Dec 2024 |
|
| Great Waters Wealth Management | 700k | $39M | 15% | Dec 2024 |
|
| HPM Partners | 693k | $39M | -2% | Dec 2024 |
|
| Mariner Wealth Advisors | 690k | $38M | 10% | Dec 2024 |
|
| Joel Isaacson & Co | 666k | $37M | 1% | Dec 2024 |
|
| Keb Asset Management | 625k | $35M | -1% | Dec 2024 |
|
| Phillips Financial Management | 593k | $33M | 32% | Dec 2024 |
|
| Parkwoods Wealth Partners | 586k | $33M | 3% | Dec 2024 |
|
| Hill Investment Group Partners | 572k | $32M | -10% | Dec 2024 |
|
| Tumwater Wealth Management | 552k | $31M | 100% | Dec 2024 |
|
| Assetmark | 543k | $30M | 2% | Dec 2024 |
|
| TFC Financial Management | 537k | $30M | -1% | Dec 2024 |
|
| EnRich Financial Partners | 513k | $29M | -1% | Dec 2024 |
|
| TCI Wealth Advisors | 500k | $28M | -2% | Dec 2024 |
|
| Beaird Harris Wealth Management | 499k | $28M | -1% | Dec 2024 |
|
| Efficient Frontier Advisors | 498k | $28M | -1% | Dec 2024 |
|
| Rsm Us Wealth Management | 490k | $27M | -3% | Dec 2024 |
|
| WPWealth | 487k | $27M | 5% | Dec 2024 |
|
| Foster Group | 468k | $26M | -8% | Dec 2024 |
|
| Kraft Asset Management | 466k | $27M | -1% | Dec 2024 |
|
| Jpmorgan Chase & Co | 462k | $26M | 78% | Dec 2024 |
|
| First Command Advisory Services | 457k | $25M | 9% | Dec 2024 |
|
| Watchman Group | 451k | $25M | -2% | Dec 2024 |
|
| Planning Center | 446k | $25M | -2% | Dec 2024 |
|
| Meritas Wealth Management | 445k | $25M | -4% | Dec 2024 |
|
| Squire Investment Management Company | 443k | $25M | 0% | Dec 2024 |
|
| Mosaic Family Wealth Partners | 429k | $24M | 4% | Dec 2024 |
|
| UBS Group | 423k | $24M | -5% | Dec 2024 |
|
| Cetera Investment Advisers | 422k | $24M | 7% | Dec 2024 |
|
| PBMares Wealth Management | 421k | $24M | 1% | Dec 2024 |
|
| Commonwealth Equity Services | 417k | $23M | 6% | Dec 2024 |
|
| Pathstone Holdings | 415k | $23M | -2% | Dec 2024 |
|
| Tillman Hartley | 402k | $22M | 0% | Dec 2024 |
|
| Financial Harvest | 399k | $22M | 100% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 399k | $22M | 44% | Dec 2024 |
|
| Tfo-tdc | 392k | $22M | -2% | Dec 2024 |
|
| Conrad Siegel Investment Advisors | 391k | $22M | 1% | Dec 2024 |
|
| Lauterbach Financial Advisors | 378k | $21M | -3% | Dec 2024 |
|
| Bridge Generations Wealth Management | 378k | $21M | 100% | Dec 2024 |
|
| Allen Capital Group | 370k | $21M | -1% | Dec 2024 |
|
| Cardiff Park Advisors | 363k | $20M | 0% | Dec 2024 |
|
| AE Wealth Management | 360k | $20M | 11% | Dec 2024 |
|
| Burns Wealth Management | 354k | $20M | 0% | Dec 2024 |
|
| Baird Financial | 346k | $19M | -4% | Dec 2024 |
|
| Mml Investors Services | 343k | $19M | 2% | Dec 2024 |
|
| Confluence Wealth Services | 339k | $20M | 13% | Dec 2024 |
|
| Larson Financial Group | 337k | $19M | -7% | Dec 2024 |
|
| Disciplined Equity Management | 333k | $19M | -2% | Dec 2024 |
|
| Babb Wealth Advisors | 330k | $18M | 100% | Dec 2024 |
|
| Triune Financial Partners | 329k | $18M | 1% | Dec 2024 |
|
| Dopkins Wealth Management | 327k | $18M | 14% | Dec 2024 |
|
| Helen Stephens Group | 318k | $18M | 8003% | Dec 2024 |
|
| Summit Financial Strategies | 312k | $17M | 9% | Dec 2024 |
|
| Quantum Financial Advisors | 298k | $17M | -4% | Dec 2024 |
|
| Rf&l Wealth Management | 294k | $16M | 0% | Dec 2024 |
|
| Rs Crum | 293k | $16M | -1% | Dec 2024 |
|
| Branch Banking & Trust Company | 291k | $16M | 2% | Dec 2024 |
|
| Vista Wealth Management Group | 288k | $16M | -2% | Dec 2024 |
|
| Master's Wealth Management | 285k | $16M | 100% | Dec 2024 |
|
| Sterling Wealth Management | 280k | $16M | 7% | Dec 2024 |
|
| Keyes, Stange & Wooten Wealth Management | 280k | $16M | 2% | Dec 2024 |
|
| BlueSky Wealth Advisors | 279k | $16M | 1% | Dec 2024 |
|
| Lakeshore Financial Planning | 278k | $16M | -1% | Dec 2024 |
|
| Equitable Holdings | 275k | $15M | 7% | Dec 2024 |
|
| New England Private Wealth Advisors | 270k | $15M | -2% | Dec 2024 |
|
| McMill Wealth Management | 265k | $15M | 100% | Dec 2024 |
|
| Libra Wealth | 265k | $15M | -3% | Dec 2024 |
|
| G2 Capital Management, Llc / Oh | 265k | $15M | 1% | Dec 2024 |
|
| Betterment | 263k | $15M | 6% | Dec 2024 |
|
| Wealth Management Nebraska | 262k | $15M | 100% | Dec 2024 |
|
| Andrews, Lucia Wealth Management | 259k | $14M | 0% | Dec 2024 |
|
| Sandy Spring Bank | 259k | $14M | 3% | Dec 2024 |
|
| Ruedi Wealth Management | 251k | $14M | 7% | Dec 2024 |
|
| Strategic Investment Solutions | 251k | $14M | -1% | Dec 2024 |
|
| Visionary Wealth Advisors | 249k | $14M | 6% | Dec 2024 |
|
| Henrickson Nauta Wealth Advisors | 248k | $14M | 7% | Dec 2024 |
|
| McLean Asset Management Corp | 247k | $14M | -2% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 245k | $14M | -1% | Dec 2024 |
|
| Kelly Financial Group | 238k | $13M | 100% | Dec 2024 |
|
| Altiora Financial Group | 233k | $13M | 12% | Dec 2024 |
|
| Navigoe | 232k | $13M | 100% | Dec 2024 |
|
| Kestra Advisory Services | 227k | $13M | 21% | Dec 2024 |
|
| Cook Wealth Management Group | 226k | $13M | 3% | Dec 2024 |
|
| Mather Group | 220k | $12M | -15% | Dec 2024 |
|
| Moisand Fitzgerald Tamayo | 212k | $12M | -2% | Dec 2024 |
|
| Northwestern Mutual Wealth Management Company | 209k | $12M | 4% | Dec 2024 |
|
| Capstone Wealth Management | 208k | $12M | 100% | Dec 2024 |
|
| Jones Financial Companies, L.L | 201k | $11M | 32% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 198k | $11M | -1% | Dec 2024 |
|
| Beacon Pointe Advisors | 196k | $11M | -6% | Dec 2024 |
|
| Juncture Wealth Strategies | 194k | $11M | 5% | Dec 2024 |
|
| BWM Planning | 192k | $11M | -4% | Dec 2024 |
|
| Scratch Capital | 192k | $11M | 100% | Dec 2024 |
|
| Pinney & Scofield | 186k | $10M | 100% | Dec 2024 |
|
| ShankerValleau Wealth Advisors | 186k | $10M | -4% | Dec 2024 |
|
| Robertson Stephens Wealth Management | 186k | $10M | -1% | Dec 2024 |
|
| Morgan Stanley | 182k | $13M | 30% | Dec 2024 |
|
| Fiduciary Financial Group | 177k | $9.7M | 0% | Dec 2024 |
|
| Better Money Decisions | 176k | $9.8M | 12% | Dec 2024 |
|
| Aspiriant | 173k | $9.6M | 1% | Dec 2024 |
|
| Raymond James & Associates | 169k | $9.4M | 0% | Sep 2024 |
|
| Spire Wealth Management | 169k | $9.4M | 1% | Dec 2024 |
|
| Austin Asset Management | 165k | $9.2M | -3% | Dec 2024 |
|
| OLIO Financial Planning | 165k | $9.2M | 281% | Dec 2024 |
|
| Glassy Mountain Advisors | 165k | $9.2M | 1% | Dec 2024 |
|
| Legacy Financial Group | 163k | $9.1M | -3% | Dec 2024 |
|
| American Investment Services | 161k | $9.0M | -2% | Dec 2024 |
|
| McKinley Carter Wealth Services | 160k | $8.9M | 5% | Dec 2024 |
|
| Vawter Financial | 160k | $8.9M | -3% | Dec 2024 |
|
| Compass Advisory Group | 18k | $1.0M | -90% | Dec 2024 |
|