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 | ||
---|---|---|---|---|---|---|
AE Wealth Management | 4.5M | $122M | 5% | Dec 2022 | ||
Retirement Solution | 3.9M | $105M | 3% | Dec 2022 | ||
Parsec Financial Management | 3.4M | $85M | 26% | Sep 2022 | ||
Sequoia Financial Advisors | 2.8M | $75M | 12% | Dec 2022 | ||
Aquire Wealth Advisors | 2.4M | $64M | 44% | Dec 2022 | ||
Hanson McClain Advisors | 2.3M | $62M | 16% | Dec 2022 | ||
Ullmann Financial | 2.1M | $54M | 2% | Sep 2022 | ||
Meridian Wealth Partners | 1.7M | $44M | 100% | Sep 2022 | ||
Buckingham Asset Management | 1.3M | $33M | 87% | Sep 2022 | ||
Spinnaker Investment Group | 1.2M | $31M | 11% | Dec 2022 | ||
RVW Wealth | 1.1M | $28M | 162% | Dec 2022 | ||
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HB Wealth Management | 1.0M | $28M | 13% | Dec 2022 | ||
Evoke Wealth | 1.0M | $26M | 4% | Sep 2022 | ||
Aveo Capital Partners | 809k | $22M | 18% | Dec 2022 | ||
CFS Investment Advisory Services | 30k | $750k | -18% | Sep 2022 | ||
FirstPurpose Wealth | 653k | $18M | 18% | Dec 2022 | ||
WPWealth | 600k | $16M | 100% | Dec 2022 | ||
Private Ocean | 563k | $15M | 100% | Dec 2022 | ||
Mattern Wealth Management | 511k | $13M | 2% | Sep 2022 | ||
Awm Capital | 508k | $14M | -13% | Sep 2022 | ||
Annapolis Financial Services | 507k | $14M | 25% | Dec 2022 | ||
Shira Ridge Wealth Management | 499k | $14M | 100% | Dec 2022 | ||
Zhang Financial | 449k | $12M | 20% | Dec 2022 | ||
Highland Financial Advisors | 424k | $11M | 16% | Sep 2022 | ||
BKD Wealth Advisors | 424k | $11M | 31% | Dec 2022 | ||
Royal Bank of Canada | 389k | $0 | 100% | Sep 2022 | ||
TCP Asset Management | 384k | $10M | 100% | Dec 2022 | ||
Envestnet Asset Management | 382k | $9.6M | 18% | Sep 2022 | ||
AdvisorNet Financial | 375k | $10M | 1% | Dec 2022 | ||
FinDec Wealth Services | 367k | $9.9M | 100% | Dec 2022 | ||
Mercer Global Advisors | 349k | $8.8M | 18% | Sep 2022 | ||
Kooman & Associates | 338k | $9.1M | 100% | Dec 2022 | ||
SC&H Financial Advisors | 336k | $8.4M | 13% | Sep 2022 | ||
Tortoise Investment Management | 335k | $9.1M | -10% | Dec 2022 | ||
Wealthsource Partners | 324k | $8.1M | -5% | Sep 2022 | ||
Syverson Strege & Co | 306k | $7.7M | 1% | Sep 2022 | ||
Northland Capital Management | 297k | $7.5M | -8% | Sep 2022 | ||
Brighton Jones | 288k | $7.8M | 32% | Dec 2022 | ||
Auxano Advisors | 284k | $7.1M | -3% | Sep 2022 | ||
UMA Financial Services | 282k | $8.0M | 36% | Dec 2022 | ||
RFG Advisory | 279k | $7.6M | 2% | Sep 2022 | ||
Financial Connections Group | 275k | $6.9M | 12% | Sep 2022 | ||
Mission Wealth Management | 271k | $7.3M | 3% | Dec 2022 | ||
Perigon Wealth Management | 270k | $6.8M | 11% | Sep 2022 | ||
CVA Family Office | 268k | $6.7M | -1% | Sep 2022 | ||
Chicago Partners Investment | 265k | $7.1M | 10% | Sep 2022 | ||
Mariner Wealth Advisors | 259k | $6.5M | 100% | Sep 2022 | ||
Plan | 251k | $6.3M | 18% | Sep 2022 | ||
Great Point Wealth Advisors | 249k | $6.3M | -58% | Sep 2022 | ||
Advisory Alpha | 241k | $6.5M | 17% | Dec 2022 | ||
Hardy Reed | 232k | $5.8M | -7% | Sep 2022 | ||
Schwarz Dygos Wheeler Investment Advisors | 217k | $5.4M | 1% | Sep 2022 | ||
IFP Advisors | 211k | $5.2M | 48% | Sep 2022 | ||
Firethorn Wealth Partners | 207k | $5.2M | -10% | Sep 2022 | ||
Diversified Portfolios | 199k | $5.4M | 6% | Dec 2022 | ||
U.S. Capital Wealth Advisors | 198k | $5.3M | 46% | Dec 2022 | ||
Cowa | 190k | $5.1M | -22% | Dec 2022 | ||
PBMares Wealth Management | 187k | $5.0M | 15% | Dec 2022 | ||
Savant Capital Management | 173k | $4.4M | 9% | Sep 2022 | ||
Chico Wealth RIA | 173k | $4.7M | 0% | Dec 2022 | ||
Raymond James & Associates | 162k | $4.1M | 100% | Sep 2022 | ||
Catalyst Private Wealth | 160k | $4.3M | 100% | Dec 2022 | ||
Raymond James Financial Services Advisors | 157k | $4.0M | -68% | Sep 2022 | ||
Cherrydale Wealth Management | 150k | $3.8M | 35% | Sep 2022 | ||
Quantum Financial Advisors | 146k | $3.9M | 99% | Dec 2022 | ||
Hutchinson Capital Management | 146k | $3.7M | 35% | Sep 2022 | ||
RCS Financial Planning | 141k | $3.8M | 100% | Dec 2022 | ||
Beacon Pointe Advisors | 140k | $3.5M | 23% | Sep 2022 | ||
Liberty Wealth Management | 139k | $3.5M | 100% | Sep 2022 | ||
Wealth Enhancement Advisory Services | 136k | $3.9M | 1% | Dec 2022 | ||
Security Financial Services | 135k | $3.6M | 100% | Dec 2022 | ||
Maryland Capital Advisors | 128k | $3.5M | 28% | Dec 2022 | ||
Change Path | 127k | $3.2M | -13% | Sep 2022 | ||
Andrews, Lucia Wealth Management | 125k | $3.2M | -34% | Sep 2022 | ||
WMG Financial Advisors | 124k | $3.1M | -13% | Sep 2022 | ||
Wipfli Financial Advisors Llc, | 122k | $3.1M | -87% | Sep 2022 | ||
Helen Stephens Group | 121k | $3.1M | 100% | Sep 2022 | ||
Wolff Wiese Magana | 121k | $3.0M | -4% | Sep 2022 | ||
Willow Creek Wealth Management | 118k | $3.0M | 110% | Sep 2022 | ||
Capital Investment Advisory Services | 115k | $3.1M | -19% | Dec 2022 | ||
D.A. Davidson & Co. | 105k | $2.8M | 6% | Dec 2022 | ||
Private Advisor | 104k | $2.6M | 24% | Sep 2022 | ||
Marshall Financial Group | 98k | $2.6M | -2% | Dec 2022 | ||
Allegiance Financial Group Advisory Services | 93k | $2.5M | 100% | Dec 2022 | ||
Bridge Advisory | 93k | $2.5M | 8% | Dec 2022 | ||
Greenleaf Trust | 92k | $2.5M | 0% | Dec 2022 | ||
Garrett Investment Advisors | 90k | $2.4M | 6% | Dec 2022 | ||
GEM Asset Management | 89k | $2.4M | 100% | Dec 2022 | ||
Teamwork Financial Advisors | 88k | $2.4M | 56% | Dec 2022 | ||
Sax Wealth Advisors | 79k | $2.0M | 71% | Sep 2022 | ||
Orion Portfolio Solutions | 79k | $2.0M | -3% | Sep 2022 | ||
Baldrige Asset Management | 79k | $2.1M | -10% | Dec 2022 | ||
Retirement Guys Formula | 77k | $1.9M | 5% | Sep 2022 | ||
ACT Advisors | 76k | $1.9M | 100% | Sep 2022 | ||
Melfa Wealth Management | 69k | $1.9M | 100% | Dec 2022 | ||
Krilogy Financial | 64k | $1.6M | 55% | Sep 2022 | ||
Forum Private Client Group | 55k | $1.4M | 100% | Sep 2022 | ||
UBS Group | 55k | $1.4M | 2% | Sep 2022 | ||
Jackson Thornton Asset Management | 54k | $1.3M | 100% | Sep 2022 | ||
Applied Capital | 53k | $1.3M | 9% | Sep 2022 | ||
180 Wealth Advisors | 51k | $1.5M | 99% | Dec 2022 | ||
Investmark Advisory Group | 49k | $1.3M | 100% | Dec 2022 | ||
HighTower Advisors | 47k | $1.2M | 100% | Sep 2022 | ||
Olistico Wealth | 47k | $1.3M | 100% | Dec 2022 | ||
Kestra Private Wealth Services | 45k | $1.2M | -74% | Dec 2022 | ||
Assetmark | 44k | $1.1M | 1% | Sep 2022 | ||
Shore Point Advisors | 43k | $1.1M | 9% | Sep 2022 | ||
MAI Wealth Advisors | 39k | $987k | 100% | Sep 2022 | ||
Cambridge Investment Research Advisors | 37k | $937k | -54% | Sep 2022 | ||
Essential Planning | 37k | $926k | 100% | Sep 2022 | ||
Cooper Financial Group | 37k | $993k | 0% | Dec 2022 | ||
Capital Performance Advisors | 35k | $890k | 15% | Sep 2022 | ||
Renaissance Technologies | 35k | $875k | 20% | Sep 2022 | ||
Exeter Financial | 35k | $936k | 264% | Dec 2022 | ||
Morling Financial Advisors | 35k | $936k | -79% | Dec 2022 | ||
Triad Financial Advisors | 33k | $817k | 0% | Sep 2022 | ||
Intrepid Financial Planning Group | 32k | $861k | -15% | Dec 2022 | ||
Sowell Financial Services | 32k | $799k | 100% | Sep 2022 | ||
Lauterbach Financial Advisors | 31k | $825k | -4% | Dec 2022 | ||
Capital Financial Services | 27k | $741k | 32% | Dec 2022 | ||
We Are One Seven | 27k | $730k | 4% | Dec 2022 | ||
Beacon Financial Advisory | 27k | $715k | -6% | Dec 2022 | ||
Parsons Capital Management | 26k | $663k | -2% | Sep 2022 | ||
Bay Harbor Wealth Management | 26k | $703k | 1257% | Dec 2022 | ||
Kestra Advisory Services | 26k | $688k | -29% | Dec 2022 | ||
Steward Financial Group | 24k | $611k | 52% | Sep 2022 | ||
Total Wealth Planning | 24k | $645k | -87% | Dec 2022 | ||
Evanson Asset Management | 24k | $639k | 0% | Dec 2022 | ||
Cahill Wealth Management | 23k | $580k | -55% | Sep 2022 | ||
American Investment Services | 23k | $579k | 5% | Sep 2022 | ||
First National Bank Sioux Falls | 22k | $588k | 104% | Dec 2022 | ||
Dopkins Wealth Management | 22k | $541k | 0% | Sep 2022 | ||
Phillips Financial Management | 21k | $562k | -1% | Dec 2022 | ||
Frank. Day | 21k | $519k | 0% | Sep 2022 | ||
Ml & R Wealth Management | 20k | $508k | 40% | Sep 2022 | ||
Mather Group | 20k | $503k | -3% | Sep 2022 | ||
First Republic Investment Management | 19k | $488k | 28% | Sep 2022 | ||
Gould Asset Management | 18k | $463k | 113% | Sep 2022 | ||
Eldridge Investment Advisors | 17k | $462k | -8% | Dec 2022 | ||
JFS Wealth Advisors | 17k | $420k | 1272% | Sep 2022 | ||
Planning Center | 17k | $445k | 100% | Dec 2022 | ||
Briggs Advisory Group | 16k | $412k | 62% | Sep 2022 | ||
Integrated Advisors Network | 16k | $441k | -8% | Dec 2022 | ||
Apella Capital | 15k | $405k | 74% | Dec 2022 | ||
Five Oceans Advisors | 15k | $398k | 0% | Dec 2022 | ||
Csenge Advisory Group | 14k | $358k | 100% | Sep 2022 | ||
Versant Capital Management | 14k | $380k | -32% | Dec 2022 | ||
City State Bank | 13k | $343k | 2% | Dec 2022 | ||
Modera Wealth Management | 12k | $306k | 0% | Sep 2022 | ||
Orion Capital Management | 12k | $313k | 156% | Dec 2022 | ||
Acorn Wealth Advisors | 8.7k | $220k | -47% | Sep 2022 | ||
My Personal CFO | 8.7k | $1.4M | -61% | Dec 2022 | ||
Brookstone Capital Management | 8.4k | $230k | -41% | Dec 2022 |
Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Capstone Financial Advisors | Jun 2022 | 741k | $20M |
Jane Street | Jun 2022 | 178k | $4.7M |
Caerus Investment Advisors | Jun 2022 | 145k | $3.4M |
Waypoint Wealth Partners | Sep 2022 | 79k | $2.0M |
Heritage Financial Services | Sep 2022 | 51k | $1.3M |
Keb Asset Management | Jun 2022 | 49k | $1.3M |
Main Street Financial Solutions | Sep 2022 | 15k | $388k |
Sloy Dahl & Holst | Sep 2022 | 15k | $380k |
Wealthstream Advisors | Sep 2022 | 14k | $342k |
CarsonAllaria Wealth Management | Jun 2022 | 12k | $307k |