Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAU
- CUSIP Number: 25434v104
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 |
|---|---|---|---|---|---|
| Modera Wealth Management | 4.9M | $162M | 0% | Dec 2023 |
|
| Sequoia Financial Advisors | 3.5M | $118M | 11% | Dec 2023 |
|
| Aquire Wealth Advisors | 3.1M | $105M | 2% | Dec 2023 |
|
| Blankinship & Foster | 2.7M | $89M | 0% | Dec 2023 |
|
| Kooman & Associates | 2.5M | $84M | 4% | Dec 2023 |
|
| Hanson McClain Advisors | 2.4M | $88M | -2% | Mar 2024 |
|
| Spinnaker Investment Group | 1.8M | $67M | 7% | Mar 2024 |
|
| AE Wealth Management | 1.8M | $60M | 10% | Dec 2023 |
|
| Buckingham Asset Management | 1.7M | $56M | 21% | Dec 2023 |
|
| Billeaud Capital Management | 1.6M | $55M | 0% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 1.4M | $50M | 3% | Mar 2024 |
|
| Betterment | 1.3M | $42M | 17% | Dec 2023 |
|
| RVW Wealth | 1.2M | $45M | 1% | Mar 2024 |
|
| Evoke Wealth | 1.2M | $41M | 9% | Dec 2023 |
|
| Krilogy Financial | 1.2M | $45M | 3% | Mar 2024 |
|
| CI Private Wealth | 1.2M | $39M | 3% | Dec 2023 |
|
| Commonwealth Equity Services | 1.1M | $38M | 13% | Dec 2023 |
|
| HB Wealth Management | 1.1M | $37M | 9% | Dec 2023 |
|
| FirstPurpose Wealth | 1.1M | $39M | 3% | Mar 2024 |
|
| Aveo Capital Partners | 1.0M | $34M | 4% | Dec 2023 |
|
| WPWealth | 955k | $32M | 11% | Dec 2023 |
|
| Pioneer Wealth Management Group | 915k | $33M | 16% | Mar 2024 |
|
| TCP Asset Management | 810k | $30M | 23% | Mar 2024 |
|
| Rappaport Reiches Capital Management | 802k | $29M | 13% | Mar 2024 |
|
| Mariner Wealth Advisors | 780k | $26M | 11% | Dec 2023 |
|
| BKD Wealth Advisors | 775k | $28M | 8% | Mar 2024 |
|
| Creative Planning | 699k | $23M | 117% | Dec 2023 |
|
| Liberty Wealth Management | 649k | $22M | 30% | Dec 2023 |
|
| Arista Wealth Management | 628k | $23M | -62% | Mar 2024 |
|
| Stifel Financial | 624k | $21M | 0% | Dec 2023 |
|
| Financial Connections Group | 613k | $20M | 33% | Dec 2023 |
|
| SC&H Financial Advisors | 608k | $20M | 8% | Dec 2023 |
|
| Buckingham Strategic Partners | 599k | $20M | 0% | Dec 2023 |
|
| Sterling Financial Group | 579k | $19M | -4% | Dec 2023 |
|
| Spectrum Investment Advisors | 555k | $18M | 100% | Dec 2023 |
|
| PBMares Wealth Management | 542k | $18M | 61% | Dec 2023 |
|
| Highland Financial Advisors | 538k | $18M | 3% | Dec 2023 |
|
| Awm Capital | 530k | $19M | -2% | Mar 2024 |
|
| Shira Ridge Wealth Management | 527k | $19M | -2% | Mar 2024 |
|
| Perigon Wealth Management | 520k | $17M | 15% | Dec 2023 |
|
| Savant Capital Management | 518k | $17M | 29% | Dec 2023 |
|
| Alpha Financial Advisors | 517k | $17M | 10% | Dec 2023 |
|
| Assetmark | 517k | $17M | -1% | Dec 2023 |
|
| Fonville Wealth Management | 511k | $19M | 22% | Mar 2024 |
|
| ACT Advisors | 504k | $18M | 0% | Mar 2024 |
|
| Private Ocean | 503k | $18M | -7% | Mar 2024 |
|
| Quantum Financial Advisors | 500k | $18M | 402% | Mar 2024 |
|
| Austin Wealth Management | 492k | $17M | 39% | Dec 2023 |
|
| Kure Advisory | 480k | $16M | 0% | Dec 2023 |
|
| Bank of America Corporation | 469k | $16M | 2% | Dec 2023 |
|
| Heritage Investment Group | 452k | $15M | 4% | Dec 2023 |
|
| Mission Wealth Management | 443k | $15M | 2% | Dec 2023 |
|
| Schwarz Dygos Wheeler Investment Advisors | 427k | $14M | 11% | Dec 2023 |
|
| Envision Financial Planning | 421k | $14M | -2% | Dec 2023 |
|
| Zhang Financial | 411k | $15M | 1% | Mar 2024 |
|
| VeraBank | 402k | $13M | 32% | Dec 2023 |
|
| Plan | 397k | $13M | 4% | Dec 2023 |
|
| Pathstone Holdings | 390k | $13M | 100% | Dec 2023 |
|
| UMA Financial Services | 375k | $13M | 4% | Mar 2024 |
|
| AdvisorNet Financial | 359k | $13M | -5% | Mar 2024 |
|
| IFP Advisors | 349k | $12M | 38% | Dec 2023 |
|
| Tortoise Investment Management | 347k | $12M | 1% | Dec 2023 |
|
| Bay Harbor Wealth Management | 342k | $13M | 9% | Mar 2024 |
|
| FinDec Wealth Services | 338k | $11M | 9% | Dec 2023 |
|
| Wealthsource Partners | 337k | $11M | -2% | Dec 2023 |
|
| Great Point Wealth Advisors | 336k | $11M | -4% | Dec 2023 |
|
| Physician Wealth Solutions | 330k | $12M | 15% | Mar 2024 |
|
| Chicago Partners Investment | 321k | $11M | 2% | Mar 2024 |
|
| Advisory Alpha | 311k | $10M | 2% | Dec 2023 |
|
| Ark & Tlk Investments | 310k | $10M | 100% | Dec 2023 |
|
| Syverson Strege & Co | 306k | $10M | 0% | Dec 2023 |
|
| Allegiance Financial Group Advisory Services | 306k | $10M | 16% | Dec 2023 |
|
| JFS Wealth Advisors | 296k | $9.8M | 1% | Dec 2023 |
|
| CVA Family Office | 290k | $9.7M | 16% | Dec 2023 |
|
| MAI Wealth Advisors | 289k | $9.6M | 12% | Dec 2023 |
|
| Jpmorgan Chase & Co | 278k | $9.2M | 38% | Dec 2023 |
|
| Security Financial Services | 267k | $9.8M | 10% | Mar 2024 |
|
| Relative Value Partners | 261k | $8.7M | 210% | Dec 2023 |
|
| Sax Wealth Advisors | 257k | $8.6M | 44% | Dec 2023 |
|
| Cherrydale Wealth Management | 238k | $8.7M | -5% | Mar 2024 |
|
| Walden Wealth Partners | 238k | $7.9M | 100% | Dec 2023 |
|
| Clarity Capital Advisors | 237k | $8.7M | 6% | Mar 2024 |
|
| Jackson Thornton Asset Management | 234k | $7.8M | 145% | Dec 2023 |
|
| WMS Partners | 234k | $7.8M | -8% | Dec 2023 |
|
| Mercer Global Advisors | 219k | $7.3M | -8% | Dec 2023 |
|
| Royal Bank of Canada | 217k | $7.2M | -30% | Dec 2023 |
|
| U.S. Capital Wealth Advisors | 208k | $6.9M | 4% | Dec 2023 |
|
| Advisor Group Holdings | 208k | $6.9M | -5% | Dec 2023 |
|
| Waypoint Capital Advisors | 207k | $6.9M | 388% | Dec 2023 |
|
| Bridge Advisory | 203k | $7.4M | 1% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 191k | $7.0M | -7% | Mar 2024 |
|
| Maryland Capital Advisors | 190k | $6.9M | 6% | Mar 2024 |
|
| Diversified Portfolios | 188k | $6.3M | -2% | Dec 2023 |
|
| Cowa | 185k | $6.1M | -2% | Dec 2023 |
|
| Abel Hall | 184k | $6.1M | 100% | Dec 2023 |
|
| Teamwork Financial Advisors | 180k | $6.6M | 22% | Mar 2024 |
|
| Beacon Pointe Advisors | 179k | $6.0M | 15% | Dec 2023 |
|
| American Capital Advisory | 177k | $5.9M | 100% | Dec 2023 |
|
| Morton Capital Management | 173k | $6.3M | -3% | Mar 2024 |
|
| Annapolis Financial Services | 170k | $6.2M | -77% | Mar 2024 |
|
| Garrett Investment Advisors | 167k | $6.1M | 10% | Mar 2024 |
|
| Chico Wealth RIA | 155k | $5.7M | 0% | Mar 2024 |
|
| Private Advisor | 155k | $5.2M | 4% | Dec 2023 |
|
| Hutchinson Capital Management | 147k | $4.9M | -1% | Dec 2023 |
|
| Heirloom Wealth Management | 145k | $5.3M | 4% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 142k | $5.2M | 3% | Mar 2024 |
|
| Hardy Reed | 142k | $4.7M | -3% | Dec 2023 |
|
| Sollinda Capital Management | 141k | $5.1M | 100% | Mar 2024 |
|
| Retirement Solution | 138k | $4.6M | -33% | Dec 2023 |
|
| Capital Investment Advisory Services | 135k | $4.9M | -1% | Mar 2024 |
|
| Mattern Wealth Management | 129k | $4.3M | 1% | Dec 2023 |
|
| Rather & Kittrell | 127k | $4.6M | -4% | Mar 2024 |
|
| Andrews, Lucia Wealth Management | 122k | $4.0M | -3% | Dec 2023 |
|
| Signature Resources Capital Management | 120k | $4.0M | -15% | Mar 2024 |
|
| Sowell Financial Services | 119k | $4.0M | 5% | Dec 2023 |
|
| My Personal CFO | 116k | $4.2M | 0% | Mar 2024 |
|
| Auxano Advisors | 116k | $3.9M | -2% | Dec 2023 |
|
| Sageworth Trust Company | 116k | $4.2M | -5% | Mar 2024 |
|
| GEM Asset Management | 114k | $3.8M | 11% | Dec 2023 |
|
| Helen Stephens Group | 112k | $4.1M | 6% | Mar 2024 |
|
| Claris Advisors, Llc / Mo / | 111k | $4.1M | -2% | Mar 2024 |
|
| D.A. Davidson & Co. | 111k | $3.7M | 2% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 110k | $4.0M | 15% | Mar 2024 |
|
| RFG Advisory | 110k | $4.0M | -2% | Mar 2024 |
|
| ERn Financial | 110k | $4.0M | -20% | Mar 2024 |
|
| Park Avenue Securities | 108k | $3.9M | -1% | Mar 2024 |
|
| HTG Investment Advisors | 107k | $3.5M | 4% | Dec 2023 |
|
| Catalyst Private Wealth | 100k | $3.7M | 5% | Mar 2024 |
|
| Goldman Sachs Group | 98k | $3.3M | 100% | Dec 2023 |
|
| Quarry Hill Advisors | 98k | $3.6M | -1% | Mar 2024 |
|
| Cypress Point Wealth Management | 91k | $3.0M | -15% | Dec 2023 |
|
| Apella Capital | 89k | $3.2M | -9% | Mar 2024 |
|
| Quad-Cities Investment Group | 87k | $3.2M | 3% | Mar 2024 |
|
| Elevate Wealth Advisory | 85k | $2.8M | 100% | Dec 2023 |
|
| Raymond James & Associates | 83k | $3.0M | 3% | Mar 2024 |
|
| Waterfront Wealth | 82k | $2.7M | -1% | Dec 2023 |
|
| Jane Street | 81k | $2.7M | 107% | Dec 2023 |
|
| Seamount Financial Group | 80k | $2.9M | 100% | Mar 2024 |
|
| Sym Financial Corporation | 80k | $2.7M | 26% | Dec 2023 |
|
| HPM Partners | 78k | $2.6M | 43% | Dec 2023 |
|
| Red Lighthouse Investment Management | 78k | $2.6M | 0% | Dec 2023 |
|
| Melfa Wealth Management | 76k | $2.8M | 3% | Mar 2024 |
|
| Meritas Wealth Management | 76k | $2.8M | -14% | Mar 2024 |
|
| Firethorn Wealth Partners | 74k | $2.7M | -22% | Mar 2024 |
|
| Exeter Financial | 74k | $2.7M | 5% | Mar 2024 |
|
| Dodds Wealth | 73k | $2.4M | 100% | Dec 2023 |
|
| 180 Wealth Advisors | 70k | $2.6M | 7% | Mar 2024 |
|
| B.O.S.S. Retirement Advisors | 70k | $2.3M | 14% | Dec 2023 |
|
| RCS Financial Planning | 67k | $2.4M | -29% | Mar 2024 |
|
| Marshall Financial Group | 65k | $2.4M | -13% | Mar 2024 |
|
| Retirement Guys Formula | 63k | $2.3M | -36% | Mar 2024 |
|
| UBS Group | 23k | $778k | -74% | Dec 2023 |
|
| Greenspring Advisors | 12k | $430k | -86% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 630k | $19M |