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 | ||
|---|---|---|---|---|---|---|
| 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 | ||
Setup an alertWant to be notified whenever an investor makes a significant change to their holdings of Dimensional Etf Trust? |
||||||
| 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 |