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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors | 4.8M | $191M | 10% | Sep 2024 |
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| Modera Wealth Management | 3.7M | $146M | -8% | Sep 2024 |
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| Aquire Wealth Advisors | 3.5M | $139M | 8% | Sep 2024 |
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| Hanson McClain Advisors | 2.9M | $114M | 21% | Sep 2024 |
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| Kooman & Associates | 2.6M | $105M | 3% | Sep 2024 |
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| Resources Investment Advisors | 2.5M | $101M | 23% | Sep 2024 |
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| Spinnaker Investment Group | 2.0M | $80M | 5% | Sep 2024 |
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| Arista Wealth Management | 1.9M | $76M | 3% | Sep 2024 |
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| AE Wealth Management | 1.8M | $73M | 9% | Sep 2024 |
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| Meridian Wealth Partners | 1.8M | $73M | -4% | Sep 2024 |
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| Colony | 1.7M | $66M | 100% | Sep 2024 |
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| Buckingham Asset Management | 1.7M | $62M | -1% | Jun 2024 |
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| Evoke Wealth | 1.6M | $65M | 100% | Sep 2024 |
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| Billeaud Capital Management | 1.6M | $63M | 2% | Sep 2024 |
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| HB Wealth Management | 1.4M | $56M | 9% | Sep 2024 |
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| Krilogy Financial | 1.4M | $55M | 2% | Sep 2024 |
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| CI Private Wealth | 1.3M | $54M | 5% | Sep 2024 |
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| RVW Wealth | 1.3M | $51M | 4% | Sep 2024 |
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| Diversify Wealth Management | 1.3M | $50M | 3% | Sep 2024 |
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| Essential Planning | 1.2M | $49M | 1% | Sep 2024 |
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| Sontag Advisory | 1.2M | $49M | 100% | Sep 2024 |
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| Commonwealth Equity Services | 1.2M | $49M | -4% | Sep 2024 |
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| WPWealth | 1.2M | $46M | 4% | Sep 2024 |
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| Mariner Wealth Advisors | 1.0M | $42M | 4% | Sep 2024 |
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| Pioneer Wealth Management Group | 1.0M | $41M | 4% | Sep 2024 |
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| Aveo Capital Partners | 1.0M | $40M | 1% | Sep 2024 |
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| Savant Capital Management | 997k | $40M | 25% | Sep 2024 |
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| Rappaport Reiches Capital Management | 946k | $38M | 8% | Sep 2024 |
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| Brighton Jones | 891k | $35M | -10% | Sep 2024 |
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| PBMares Wealth Management | 855k | $34M | 13% | Sep 2024 |
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| TCP Asset Management | 841k | $33M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 838k | $31M | -39% | Jun 2024 |
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| Two West Capital Advisors | 792k | $31M | 12% | Sep 2024 |
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| BKD Wealth Advisors | 792k | $30M | 2% | Jun 2024 |
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| Valued Wealth Advisors | 741k | $29M | -3% | Sep 2024 |
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| Liberty Wealth Management | 719k | $29M | -59% | Sep 2024 |
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| Financial Connections Group | 716k | $28M | -2% | Sep 2024 |
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| Austin Wealth Management | 708k | $28M | 11% | Sep 2024 |
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| Yardley Wealth Management | 707k | $28M | 100% | Sep 2024 |
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| SC&H Financial Advisors | 705k | $28M | 5% | Sep 2024 |
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| Advisory Alpha | 702k | $28M | 4% | Sep 2024 |
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| Creative Planning | 692k | $28M | -3% | Sep 2024 |
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| Kovitz Investment Group Partners | 688k | $27M | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 683k | $27M | -3% | Sep 2024 |
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| Sterling Financial Group | 637k | $25M | 0% | Sep 2024 |
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| Physician Wealth Solutions | 631k | $25M | 57% | Sep 2024 |
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| LPL Financial | 631k | $25M | 8% | Sep 2024 |
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| Plan | 626k | $25M | 0% | Sep 2024 |
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| Highland Financial Advisors | 625k | $25M | 3% | Sep 2024 |
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| Stifel Financial | 617k | $23M | 1% | Jun 2024 |
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| Fonville Wealth Management | 610k | $24M | 4% | Sep 2024 |
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| Quantum Financial Advisors | 600k | $24M | 20% | Sep 2024 |
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| Spectrum Investment Advisors | 593k | $24M | 1% | Sep 2024 |
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| Alpha Financial Advisors | 585k | $23M | 8% | Sep 2024 |
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| ACT Advisors | 529k | $21M | 7% | Sep 2024 |
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| Awm Capital | 528k | $20M | 0% | Jun 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 527k | $21M | 11% | Sep 2024 |
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| Shira Ridge Wealth Management | 526k | $21M | -1% | Sep 2024 |
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| Bay Harbor Wealth Management | 524k | $21M | 20% | Sep 2024 |
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| Envision Financial Planning | 512k | $20M | 16% | Sep 2024 |
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| Envestnet Asset Management | 507k | $20M | 13% | Sep 2024 |
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| Private Ocean | 505k | $19M | 0% | Jun 2024 |
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| Mission Wealth Management | 498k | $20M | 2% | Sep 2024 |
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| Morling Financial Advisors | 492k | $20M | 4% | Sep 2024 |
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| Pathstone Holdings | 487k | $19M | 14% | Sep 2024 |
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| Heritage Investment Group | 478k | $19M | 3% | Sep 2024 |
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| VeraBank | 470k | $19M | 4% | Sep 2024 |
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| Bank of America Corporation | 469k | $19M | -11% | Sep 2024 |
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| Assetmark | 465k | $18M | -10% | Sep 2024 |
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| IFP Advisors | 451k | $17M | 14% | Jun 2024 |
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| Cetera Investment Advisers | 445k | $17M | -19% | Jun 2024 |
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| Zhang Financial | 413k | $16M | 0% | Sep 2024 |
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| Sax Wealth Advisors | 403k | $16M | 0% | Sep 2024 |
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| AdvisorNet Financial | 402k | $16M | 13% | Sep 2024 |
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| MAI Wealth Advisors | 400k | $16M | 8% | Sep 2024 |
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| Perigon Wealth Management | 399k | $16M | -1% | Sep 2024 |
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| Tortoise Investment Management | 390k | $16M | 1% | Sep 2024 |
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| UMA Financial Services | 375k | $15M | -1% | Sep 2024 |
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| Allegiance Financial Group Advisory Services | 374k | $14M | 10% | Jun 2024 |
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| Jpmorgan Chase & Co | 344k | $14M | 4% | Sep 2024 |
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| JFS Wealth Advisors | 340k | $14M | 6% | Sep 2024 |
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| Security Financial Services | 340k | $14M | 6% | Sep 2024 |
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| CVA Family Office | 339k | $14M | 6% | Sep 2024 |
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| Sowell Financial Services | 332k | $13M | 4% | Sep 2024 |
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| FinDec Wealth Services | 327k | $12M | -2% | Jun 2024 |
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| Great Point Wealth Advisors | 324k | $13M | 0% | Sep 2024 |
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| Hemington Wealth Management | 320k | $12M | 82% | Jun 2024 |
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| Chicago Partners Investment | 308k | $12M | -3% | Sep 2024 |
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| Syverson Strege & Co | 305k | $12M | 2% | Sep 2024 |
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| Legacy Financial Group | 290k | $11M | 1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 274k | $11M | 38% | Sep 2024 |
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| Centennial Bank | 272k | $11M | 9% | Sep 2024 |
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| Clarity Capital Advisors | 268k | $11M | 5% | Sep 2024 |
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| Walden Wealth Partners | 249k | $9.3M | 4% | Jun 2024 |
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| Cherrydale Wealth Management | 243k | $9.6M | 4% | Sep 2024 |
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| Jackson Thornton Asset Management | 225k | $8.9M | -1% | Sep 2024 |
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| Mercer Global Advisors | 224k | $8.4M | 2% | Jun 2024 |
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| WMS Partners | 221k | $8.8M | -2% | Sep 2024 |
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| Lauer Wealth | 216k | $8.6M | 6% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 213k | $8.5M | 1% | Sep 2024 |
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| Farther Finance Advisors | 213k | $8.4M | 251% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 210k | $8.3M | 3% | Sep 2024 |
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| Bridge Advisory | 208k | $8.3M | 2% | Sep 2024 |
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| Royal Bank of Canada | 207k | $8.2M | -4% | Sep 2024 |
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| Mml Investors Services | 202k | $8.0M | 33% | Sep 2024 |
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| Maryland Capital Advisors | 201k | $8.0M | 5% | Sep 2024 |
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| Fmb Wealth Management | 199k | $7.9M | 0% | Sep 2024 |
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| Strategic Investment Solutions | 197k | $7.8M | 7% | Sep 2024 |
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| Integrated Wealth Concepts | 194k | $7.7M | 0% | Sep 2024 |
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| Ark & Tlk Investments | 190k | $7.5M | -13% | Sep 2024 |
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| HPM Partners | 188k | $7.4M | -1% | Sep 2024 |
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| Abel Hall | 185k | $7.3M | 0% | Sep 2024 |
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| Sollinda Capital Management | 183k | $7.2M | 0% | Sep 2024 |
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| Hutchinson Capital Management | 182k | $7.2M | 17% | Sep 2024 |
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| Waypoint Capital Advisors | 180k | $7.1M | 0% | Sep 2024 |
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| Diversified Portfolios | 179k | $7.1M | -7% | Sep 2024 |
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| Private Advisor | 171k | $6.8M | -1% | Sep 2024 |
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| Cypress Point Wealth Management | 171k | $6.8M | 31% | Sep 2024 |
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| Garrett Investment Advisors | 170k | $6.7M | 2% | Sep 2024 |
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| American Capital Advisory | 166k | $6.6M | -6% | Sep 2024 |
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| Beacon Pointe Advisors | 165k | $6.6M | -9% | Sep 2024 |
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| Morton Capital Management | 164k | $6.5M | -3% | Sep 2024 |
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| Advisor Group Holdings | 163k | $6.5M | -25% | Sep 2024 |
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| Canopy Partners | 160k | $6.3M | 9% | Sep 2024 |
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| Raymond James Financial Services Advisors | 158k | $6.3M | -2% | Sep 2024 |
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| Chico Wealth RIA | 153k | $6.1M | -2% | Sep 2024 |
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| Mattern Wealth Management | 146k | $5.8M | 7% | Sep 2024 |
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| HTG Investment Advisors | 144k | $5.7M | 4% | Sep 2024 |
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| Jacobi Capital Management | 141k | $5.3M | 2% | Jun 2024 |
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| Hardy Reed | 141k | $5.6M | 0% | Sep 2024 |
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| HFG Wealth Management | 139k | $5.2M | 0% | Sep 2024 |
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| Capital Investment Advisory Services | 137k | $5.4M | -3% | Sep 2024 |
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| Change Path | 133k | $5.3M | 100% | Sep 2024 |
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| Heirloom Wealth Management | 130k | $5.2M | -2% | Sep 2024 |
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| GEM Asset Management | 129k | $5.1M | 4% | Sep 2024 |
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| Annapolis Financial Services | 127k | $5.0M | -1% | Sep 2024 |
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| Firethorn Wealth Partners | 126k | $5.0M | 62% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 123k | $4.9M | 15% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 122k | $4.6M | 0% | Sep 2024 |
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| Signature Resources Capital Management | 118k | $4.7M | -2% | Sep 2024 |
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| Catalyst Private Wealth | 117k | $4.6M | 12% | Sep 2024 |
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| Rather & Kittrell | 115k | $4.6M | -6% | Sep 2024 |
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| Park Avenue Securities | 114k | $4.5M | 1% | Sep 2024 |
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| Retirement Solution | 114k | $4.5M | -13% | Sep 2024 |
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| D.A. Davidson & Co. | 111k | $4.2M | 2% | Jun 2024 |
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| Private Wealth Management Group | 110k | $4.4M | 100% | Sep 2024 |
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| Helen Stephens Group | 109k | $4.3M | 2% | Sep 2024 |
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| Cowa | 109k | $4.3M | -36% | Sep 2024 |
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| Rehmann Capital Advisory | 108k | $4.3M | 0% | Sep 2024 |
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| Foundations Investment Advisors | 108k | $4.3M | 20% | Sep 2024 |
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| Sageworth Trust Company | 103k | $4.1M | -10% | Sep 2024 |
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| My Personal CFO | 100k | $4.0M | -16% | Sep 2024 |
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| RFG Advisory | 92k | $3.6M | -16% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Blankinship & Foster | Jun 2024 | 2.8M | $104M |
| Elser Financial Planning | Jun 2024 | 1.7M | $63M |
| Kure Advisory | Jun 2024 | 517k | $19M |
| Relative Value Partners | Mar 2024 | 285k | $9.6M |