Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
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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 |
|---|---|---|---|---|---|
| Elser Financial Planning | 2.0B | $80M | 100% | Dec 2024 |
|
| Essential Planning | 78M | $3.2B | 6182% | Dec 2024 |
|
| Sequoia Financial Advisors | 4.9M | $200M | 3% | Dec 2024 |
|
| Modera Wealth Management | 3.6M | $147M | -1% | Dec 2024 |
|
| Aquire Wealth Advisors | 3.6M | $146M | 3% | Dec 2024 |
|
| Resources Investment Advisors | 3.1M | $127M | 24% | Dec 2024 |
|
| Hanson McClain Advisors | 3.0M | $124M | 3% | Dec 2024 |
|
| Blankinship & Foster | 2.9M | $116M | 100% | Dec 2024 |
|
| Kooman & Associates | 2.7M | $109M | 2% | Dec 2024 |
|
| Spinnaker Investment Group | 2.0M | $83M | 2% | Dec 2024 |
|
| AE Wealth Management | 2.0M | $82M | 10% | Dec 2024 |
|
| Arista Wealth Management | 1.9M | $78M | 1% | Dec 2024 |
|
| Meridian Wealth Partners | 1.8M | $75M | 1% | Dec 2024 |
|
| Evoke Wealth | 1.7M | $70M | 7% | Dec 2024 |
|
| Colony | 1.7M | $67M | -1% | Dec 2024 |
|
| Krilogy Financial | 1.6M | $60M | 7% | Mar 2025 |
|
| HB Wealth Management | 1.5M | $60M | 6% | Dec 2024 |
|
| RVW Wealth | 1.4M | $59M | 13% | Dec 2024 |
|
| Commonwealth Equity Services | 1.4M | $56M | 13% | Dec 2024 |
|
| Billeaud Capital Management | 1.3M | $56M | -16% | Dec 2024 |
|
| CI Private Wealth | 1.3M | $53M | -2% | Dec 2024 |
|
| Betterment | 1.2M | $50M | 6% | Dec 2024 |
|
| WPWealth | 1.2M | $50M | 5% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 1.2M | $47M | 21% | Mar 2025 |
|
| Pioneer Wealth Management Group | 1.2M | $46M | 17% | Mar 2025 |
|
| Diversify Wealth Management | 1.2M | $48M | -4% | Dec 2024 |
|
| Hill Island Financial | 1.2M | $47M | 100% | Dec 2024 |
|
| Savant Capital Management | 1.1M | $43M | 7% | Dec 2024 |
|
| Mariner Wealth Advisors | 1.0M | $42M | -2% | Dec 2024 |
|
| Rappaport Reiches Capital Management | 1.0M | $41M | 7% | Dec 2024 |
|
| Brighton Jones | 989k | $40M | 11% | Dec 2024 |
|
| Aveo Capital Partners | 962k | $39M | -4% | Dec 2024 |
|
| Sterling Wealth Advisors | 949k | $38M | 100% | Dec 2024 |
|
| Stadion Money Management | 935k | $38M | 100% | Dec 2024 |
|
| PBMares Wealth Management | 888k | $36M | 4% | Dec 2024 |
|
| TCP Asset Management | 860k | $35M | 2% | Dec 2024 |
|
| Austin Wealth Management | 859k | $36M | 21% | Dec 2024 |
|
| Yardley Wealth Management | 844k | $34M | 19% | Dec 2024 |
|
| Kovitz Investment Group Partners | 804k | $33M | 17% | Dec 2024 |
|
| Sontag Advisory | 797k | $32M | -36% | Dec 2024 |
|
| Plan | 795k | $32M | 27% | Dec 2024 |
|
| Liberty Wealth Management | 753k | $31M | 5% | Dec 2024 |
|
| Two West Capital Advisors | 751k | $27M | 6% | Mar 2025 |
|
| BKD Wealth Advisors | 746k | $30M | -4% | Dec 2024 |
|
| Curio Wealth | 745k | $30M | 100% | Dec 2024 |
|
| Valued Wealth Advisors | 743k | $30M | 0% | Dec 2024 |
|
| Buckingham Strategic Partners | 738k | $30M | 8% | Dec 2024 |
|
| Financial Connections Group | 734k | $30M | 3% | Dec 2024 |
|
| SC&H Financial Advisors | 732k | $30M | 4% | Dec 2024 |
|
| Quantum Financial Advisors | 724k | $29M | 21% | Dec 2024 |
|
| Creative Planning | 695k | $28M | 0% | Dec 2024 |
|
| Highland Financial Advisors | 679k | $26M | 7% | Mar 2025 |
|
| Fonville Wealth Management | 667k | $27M | 9% | Dec 2024 |
|
| M Wealth Management | 657k | $27M | 100% | Dec 2024 |
|
| Physician Wealth Solutions | 638k | $26M | 1% | Dec 2024 |
|
| Spectrum Investment Advisors | 599k | $24M | 1% | Dec 2024 |
|
| Keystone Financial Group | 597k | $24M | 100% | Dec 2024 |
|
| Alpha Financial Advisors | 596k | $24M | 2% | Dec 2024 |
|
| AdvisorNet Financial | 594k | $23M | 23% | Mar 2025 |
|
| LPL Financial | 591k | $24M | -6% | Dec 2024 |
|
| ACT Advisors | 589k | $23M | 13% | Mar 2025 |
|
| Stifel Financial | 586k | $24M | 0% | Dec 2024 |
|
| Bay Harbor Wealth Management | 581k | $24M | 11% | Dec 2024 |
|
| VeraBank | 577k | $23M | 23% | Dec 2024 |
|
| Hemington Wealth Management | 573k | $23M | 12% | Dec 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 545k | $22M | 3% | Dec 2024 |
|
| Envestnet Asset Management | 534k | $22M | 5% | Dec 2024 |
|
| Shira Ridge Wealth Management | 526k | $20M | 1% | Mar 2025 |
|
| Envision Financial Planning | 522k | $21M | 2% | Dec 2024 |
|
| Kure Advisory | 511k | $20M | 100% | Mar 2025 |
|
| Awm Capital | 508k | $21M | -1% | Dec 2024 |
|
| Mission Wealth Management | 505k | $20M | 1% | Dec 2024 |
|
| Morling Financial Advisors | 503k | $20M | 2% | Dec 2024 |
|
| Heritage Investment Group | 498k | $20M | 4% | Dec 2024 |
|
| Note Advisors | 494k | $20M | 100% | Dec 2024 |
|
| IFP Advisors | 487k | $20M | 1% | Dec 2024 |
|
| Pathstone Holdings | 475k | $20M | -2% | Dec 2024 |
|
| Bank of America Corporation | 474k | $19M | 1% | Dec 2024 |
|
| Assetmark | 454k | $18M | -2% | Dec 2024 |
|
| Zhang Financial | 447k | $17M | 8% | Mar 2025 |
|
| Cetera Investment Advisers | 441k | $18M | 5% | Dec 2024 |
|
| UBS Group | 438k | $18M | 1193% | Dec 2024 |
|
| MAI Wealth Advisors | 435k | $18M | 9% | Dec 2024 |
|
| Timonier Family Office | 426k | $17M | 100% | Dec 2024 |
|
| Two Sigma Investments | 424k | $17M | 100% | Dec 2024 |
|
| Allegiance Financial Group Advisory Services | 418k | $17M | 6% | Dec 2024 |
|
| Mercer Global Advisors | 414k | $17M | 82% | Dec 2024 |
|
| Perigon Wealth Management | 400k | $16M | 0% | Dec 2024 |
|
| Tortoise Investment Management | 399k | $16M | 3% | Dec 2024 |
|
| UMA Financial Services | 386k | $16M | 3% | Dec 2024 |
|
| CVA Family Office | 371k | $14M | -2% | Mar 2025 |
|
| Sax Wealth Advisors | 363k | $15M | -10% | Dec 2024 |
|
| Jpmorgan Chase & Co | 361k | $15M | 5% | Dec 2024 |
|
| Ledgewood Wealth Advisors | 340k | $14M | 5% | Dec 2024 |
|
| JFS Wealth Advisors | 332k | $14M | -2% | Dec 2024 |
|
| Willow Creek Wealth Management | 326k | $13M | 100% | Dec 2024 |
|
| Great Point Wealth Advisors | 322k | $13M | -1% | Dec 2024 |
|
| Syverson Strege & Co | 304k | $12M | 0% | Dec 2024 |
|
| Tassel Capital Management | 294k | $12M | 100% | Dec 2024 |
|
| Clarity Capital Advisors | 293k | $11M | 6% | Mar 2025 |
|
| Security Financial Services | 292k | $12M | -14% | Dec 2024 |
|
| Legacy Financial Group | 288k | $12M | -1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 285k | $12M | 4% | Dec 2024 |
|
| Integrated Wealth Concepts | 276k | $11M | 43% | Dec 2024 |
|
| FinDec Wealth Services | 275k | $11M | -17% | Dec 2024 |
|
| Centennial Bank | 269k | $11M | -1% | Dec 2024 |
|
| First Financial Group Corp | 250k | $10M | 100% | Dec 2024 |
|
| Cherrydale Wealth Management | 245k | $9.4M | 0% | Mar 2025 |
|
| Raymond James Financial | 243k | $9.8M | 100% | Dec 2024 |
|
| Jackson Thornton Asset Management | 235k | $9.5M | 4% | Dec 2024 |
|
| Fmb Wealth Management | 229k | $8.8M | 12% | Mar 2025 |
|
| Weinberger Asset Management | 226k | $8.7M | 100% | Mar 2025 |
|
| WMS Partners | 220k | $8.9M | 0% | Dec 2024 |
|
| Strategic Investment Solutions | 220k | $8.9M | 12% | Dec 2024 |
|
| Lauer Wealth | 219k | $8.9M | 2% | Dec 2024 |
|
| HPM Partners | 217k | $8.8M | 15% | Dec 2024 |
|
| Maryland Capital Advisors | 217k | $8.8M | 8% | Dec 2024 |
|
| U.S. Capital Wealth Advisors | 214k | $8.7M | 0% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 214k | $8.6M | 2% | Dec 2024 |
|
| Farther Finance Advisors | 212k | $8.2M | 5% | Mar 2025 |
|
| Royal Bank of Canada | 210k | $8.5M | 1% | Dec 2024 |
|
| Mml Investors Services | 205k | $8.3M | 2% | Dec 2024 |
|
| Hutchinson Capital Management | 200k | $8.1M | 10% | Dec 2024 |
|
| Martin Worley Group | 199k | $8.1M | 100% | Dec 2024 |
|
| Sollinda Capital Management | 199k | $8.0M | 9% | Dec 2024 |
|
| Chicago Partners Investment | 198k | $8.1M | -36% | Dec 2024 |
|
| Jacobi Capital Management | 198k | $8.0M | 11% | Dec 2024 |
|
| Firethorn Wealth Partners | 191k | $7.3M | 18% | Mar 2025 |
|
| Private Wealth Management Group | 189k | $7.7M | 72% | Dec 2024 |
|
| Ark & Tlk Investments | 188k | $7.6M | -1% | Dec 2024 |
|
| Abel Hall | 185k | $7.5M | 0% | Dec 2024 |
|
| Private Advisor | 175k | $7.1M | 3% | Dec 2024 |
|
| Diversified Portfolios | 175k | $7.1M | -2% | Dec 2024 |
|
| American Capital Advisory | 174k | $7.0M | 5% | Dec 2024 |
|
| Beacon Pointe Advisors | 174k | $7.0M | 5% | Dec 2024 |
|
| Navigoe | 172k | $7.0M | 100% | Dec 2024 |
|
| Canopy Partners | 169k | $6.8M | 6% | Dec 2024 |
|
| Cypress Point Wealth Management | 165k | $6.3M | -2% | Mar 2025 |
|
| Entrewealth | 159k | $6.3M | 100% | Dec 2024 |
|
| Advisor Group Holdings | 158k | $6.3M | -3% | Dec 2024 |
|
| Wealth Advisors Northwest | 158k | $6.1M | 1% | Mar 2025 |
|
| Morton Capital Management | 155k | $6.3M | -6% | Dec 2024 |
|
| Park Avenue Securities | 154k | $5.9M | 20% | Mar 2025 |
|
| Chico Wealth RIA | 153k | $6.2M | 0% | Dec 2024 |
|
| Morgan Stanley | 152k | $6.1M | 434% | Dec 2024 |
|
| Level Wealth Management | 149k | $6.0M | 100% | Dec 2024 |
|
| Aegis Wealth Management | 149k | $6.0M | 100% | Dec 2024 |
|
| Mattern Wealth Management | 148k | $6.0M | 2% | Dec 2024 |
|
| HTG Investment Advisors | 144k | $5.8M | 0% | Dec 2024 |
|
| Hardy Reed | 141k | $5.7M | 0% | Dec 2024 |
|
| HFG Wealth Management | 139k | $5.6M | -1% | Mar 2025 |
|
| Garrett Investment Advisors | 139k | $5.3M | -20% | Mar 2025 |
|
| Advisory Alpha | 29k | $1.1M | -96% | Mar 2025 |
|