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 | 4.4M | $164M | 19% | Jun 2024 |
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| Modera Wealth Management | 4.2M | $153M | -14% | Mar 2024 |
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| Aquire Wealth Advisors | 3.2M | $118M | 3% | Mar 2024 |
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| Kooman & Associates | 2.5M | $93M | 1% | Mar 2024 |
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| Hanson McClain Advisors | 2.4M | $91M | -1% | Jun 2024 |
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| Spinnaker Investment Group | 1.9M | $72M | 4% | Jun 2024 |
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| Meridian Wealth Partners | 1.9M | $69M | 100% | Mar 2024 |
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| Elser Financial Planning | 1.7M | $63M | 100% | Jun 2024 |
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| Buckingham Asset Management | 1.7M | $61M | -1% | Mar 2024 |
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| AE Wealth Management | 1.6M | $58M | -9% | Mar 2024 |
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| Billeaud Capital Management | 1.6M | $55M | 0% | Mar 2024 |
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| Krilogy Financial | 1.4M | $51M | 11% | Jun 2024 |
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| Evoke Wealth | 1.3M | $49M | 100% | Mar 2024 |
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| RVW Wealth | 1.2M | $47M | 0% | Jun 2024 |
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| CI Private Wealth | 1.2M | $44M | 4% | Mar 2024 |
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| HB Wealth Management | 1.2M | $44M | 7% | Mar 2024 |
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| Essential Planning | 1.2M | $39M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $42M | 2% | Mar 2024 |
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| FirstPurpose Wealth | 1.1M | $39M | 3% | Mar 2024 |
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| WPWealth | 1.0M | $38M | 8% | Mar 2024 |
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| Betterment | 1.0M | $37M | -18% | Mar 2024 |
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| Aveo Capital Partners | 1.0M | $36M | 0% | Mar 2024 |
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| Pioneer Wealth Management Group | 989k | $37M | 8% | Jun 2024 |
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| Resources Investment Advisors | 957k | $35M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 926k | $34M | 19% | Mar 2024 |
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| Brighton Jones | 916k | $34M | 100% | Mar 2024 |
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| Rappaport Reiches Capital Management | 877k | $33M | 9% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 838k | $31M | -39% | Jun 2024 |
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| TCP Asset Management | 838k | $31M | 3% | Jun 2024 |
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| BKD Wealth Advisors | 775k | $28M | 8% | Mar 2024 |
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| Valued Wealth Advisors | 766k | $29M | 2% | Jun 2024 |
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| PBMares Wealth Management | 758k | $28M | 11% | Jun 2024 |
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| Creative Planning | 707k | $26M | 1% | Mar 2024 |
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| Buckingham Strategic Partners | 705k | $26M | 18% | Mar 2024 |
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| Financial Connections Group | 701k | $26M | 14% | Mar 2024 |
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| Liberty Wealth Management | 674k | $25M | 4% | Mar 2024 |
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| SC&H Financial Advisors | 642k | $23M | 5% | Mar 2024 |
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| Sterling Financial Group | 638k | $24M | 8% | Jun 2024 |
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| Savant Capital Management | 630k | $23M | 22% | Mar 2024 |
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| Arista Wealth Management | 628k | $23M | -62% | Mar 2024 |
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| Stifel Financial | 608k | $22M | -3% | Mar 2024 |
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| Highland Financial Advisors | 607k | $23M | 14% | Jun 2024 |
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| Austin Wealth Management | 576k | $21M | 17% | Mar 2024 |
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| Spectrum Investment Advisors | 568k | $21M | 2% | Mar 2024 |
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| Cetera Investment Advisers | 548k | $20M | 100% | Mar 2024 |
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| Alpha Financial Advisors | 541k | $20M | -2% | Jun 2024 |
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| Shira Ridge Wealth Management | 532k | $20M | 1% | Jun 2024 |
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| Awm Capital | 530k | $19M | -2% | Mar 2024 |
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| Kure Advisory | 517k | $19M | 3% | Jun 2024 |
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| Fonville Wealth Management | 511k | $19M | 22% | Mar 2024 |
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| Private Ocean | 503k | $18M | -7% | Mar 2024 |
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| Assetmark | 501k | $18M | -3% | Mar 2024 |
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| Bank of America Corporation | 501k | $18M | 7% | Mar 2024 |
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| Quantum Financial Advisors | 500k | $19M | 0% | Jun 2024 |
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| Mission Wealth Management | 497k | $18M | 12% | Mar 2024 |
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| ACT Advisors | 495k | $19M | -2% | Jun 2024 |
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| LPL Financial | 488k | $18M | 100% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 476k | $17M | 12% | Mar 2024 |
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| Heritage Investment Group | 466k | $18M | 0% | Jun 2024 |
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| Morling Financial Advisors | 464k | $17M | 888% | Mar 2024 |
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| VeraBank | 452k | $17M | 2% | Jun 2024 |
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| Plan | 448k | $16M | 13% | Mar 2024 |
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| Bay Harbor Wealth Management | 438k | $16M | 28% | Jun 2024 |
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| Envision Financial Planning | 431k | $16M | 2% | Mar 2024 |
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| Envestnet Asset Management | 423k | $15M | 100% | Mar 2024 |
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| Zhang Financial | 412k | $15M | 0% | Jun 2024 |
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| Physician Wealth Solutions | 403k | $15M | 22% | Jun 2024 |
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| Sax Wealth Advisors | 402k | $15M | 6% | Jun 2024 |
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| Pathstone Holdings | 398k | $15M | 2% | Mar 2024 |
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| UMA Financial Services | 379k | $15M | 1% | Jun 2024 |
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| Allegiance Financial Group Advisory Services | 374k | $14M | 10% | Jun 2024 |
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| Tortoise Investment Management | 366k | $13M | 5% | Mar 2024 |
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| Perigon Wealth Management | 359k | $13M | -31% | Mar 2024 |
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| AdvisorNet Financial | 354k | $13M | -1% | Jun 2024 |
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| Advisory Alpha | 337k | $12M | 9% | Mar 2024 |
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| Great Point Wealth Advisors | 328k | $12M | -3% | Mar 2024 |
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| FinDec Wealth Services | 327k | $12M | -2% | Jun 2024 |
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| JFS Wealth Advisors | 322k | $12M | 3% | Jun 2024 |
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| Chicago Partners Investment | 321k | $11M | 2% | Mar 2024 |
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| CVA Family Office | 320k | $12M | 4% | Jun 2024 |
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| Security Financial Services | 319k | $12M | 19% | Jun 2024 |
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| MAI Wealth Advisors | 318k | $12M | 10% | Mar 2024 |
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| Sowell Financial Services | 318k | $12M | 167% | Mar 2024 |
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| Jpmorgan Chase & Co | 314k | $12M | 13% | Mar 2024 |
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| Syverson Strege & Co | 295k | $11M | -4% | Mar 2024 |
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| Legacy Financial Group | 283k | $10M | 100% | Mar 2024 |
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| Walden Wealth Partners | 249k | $9.3M | 4% | Jun 2024 |
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| Ark & Tlk Investments | 240k | $8.8M | -23% | Mar 2024 |
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| Integrated Wealth Concepts | 238k | $8.7M | 100% | Mar 2024 |
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| Clarity Capital Advisors | 237k | $8.7M | 6% | Mar 2024 |
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| Cherrydale Wealth Management | 234k | $8.8M | -1% | Jun 2024 |
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| WMS Partners | 232k | $8.5M | -1% | Mar 2024 |
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| Jackson Thornton Asset Management | 232k | $8.5M | -1% | Mar 2024 |
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| Royal Bank of Canada | 221k | $8.1M | 2% | Mar 2024 |
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| Mercer Global Advisors | 219k | $8.0M | 0% | Mar 2024 |
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| Advisor Group Holdings | 218k | $8.0M | 5% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 212k | $7.9M | 1% | Jun 2024 |
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| Lauer Wealth | 204k | $7.8M | 402% | Jun 2024 |
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| Bridge Advisory | 203k | $7.6M | 0% | Jun 2024 |
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| Diversified Portfolios | 193k | $7.2M | 5% | Jun 2024 |
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| Beacon Pointe Advisors | 193k | $7.0M | 7% | Mar 2024 |
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| Maryland Capital Advisors | 191k | $7.2M | 1% | Jun 2024 |
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| Glass Jacobson Investment Advisors | 191k | $7.0M | -7% | Mar 2024 |
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| Abel Hall | 185k | $6.9M | 1% | Jun 2024 |
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| Teamwork Financial Advisors | 180k | $6.6M | 22% | Mar 2024 |
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| Waypoint Capital Advisors | 180k | $6.7M | -13% | Jun 2024 |
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| Private Advisor | 177k | $6.5M | 14% | Mar 2024 |
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| Hemington Wealth Management | 176k | $6.4M | 100% | Mar 2024 |
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| Cowa | 172k | $6.3M | -7% | Mar 2024 |
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| Morton Capital Management | 169k | $6.3M | -2% | Jun 2024 |
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| Garrett Investment Advisors | 166k | $6.2M | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 161k | $6.0M | 13% | Jun 2024 |
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| Chico Wealth RIA | 155k | $5.8M | 0% | Jun 2024 |
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| Hutchinson Capital Management | 153k | $5.6M | 4% | Mar 2024 |
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| Mml Investors Services | 152k | $5.5M | 12% | Mar 2024 |
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| Heirloom Wealth Management | 145k | $5.3M | 4% | Mar 2024 |
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| Change Path | 142k | $5.2M | 100% | Mar 2024 |
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| Hardy Reed | 142k | $5.2M | 0% | Mar 2024 |
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| Portfolio Strategies | 142k | $5.2M | 100% | Mar 2024 |
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| Sollinda Capital Management | 141k | $5.1M | 100% | Mar 2024 |
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| HTG Investment Advisors | 140k | $5.1M | 31% | Mar 2024 |
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| Jacobi Capital Management | 139k | $5.1M | 100% | Mar 2024 |
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| Mattern Wealth Management | 136k | $5.1M | 6% | Jun 2024 |
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| Capital Investment Advisory Services | 135k | $4.9M | -1% | Mar 2024 |
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| Cypress Point Wealth Management | 132k | $4.8M | 45% | Mar 2024 |
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| Retirement Solution | 131k | $4.9M | -3% | Jun 2024 |
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| Annapolis Financial Services | 128k | $4.8M | -25% | Jun 2024 |
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| Rather & Kittrell | 127k | $4.6M | -4% | Mar 2024 |
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| HFG Wealth Management | 126k | $4.6M | 0% | Mar 2024 |
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| Andrews, Lucia Wealth Management | 122k | $4.4M | 0% | Jun 2024 |
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| Signature Resources Capital Management | 120k | $4.5M | 0% | Jun 2024 |
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| GEM Asset Management | 120k | $4.2M | 5% | Mar 2024 |
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| My Personal CFO | 116k | $4.2M | 0% | Mar 2024 |
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| Sageworth Trust Company | 114k | $4.3M | -1% | Jun 2024 |
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| Kestra Advisory Services | 113k | $4.1M | 134% | Mar 2024 |
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| Park Avenue Securities | 113k | $4.2M | 5% | Jun 2024 |
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| Auxano Advisors | 113k | $4.1M | -3% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 111k | $4.1M | -2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 110k | $4.0M | 15% | Mar 2024 |
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| RFG Advisory | 109k | $4.1M | -1% | Jun 2024 |
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| Rehmann Capital Advisory | 109k | $4.0M | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 109k | $4.0M | -2% | Mar 2024 |
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| B.O.S.S. Retirement Advisors | 107k | $4.0M | 58% | Jun 2024 |
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| Helen Stephens Group | 107k | $4.0M | -4% | Jun 2024 |
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| Catalyst Private Wealth | 105k | $3.9M | 4% | Jun 2024 |
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| Apollon Wealth Management | 99k | $3.7M | 35% | Jun 2024 |
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| Sym Financial Corporation | 99k | $3.6M | 24% | Mar 2024 |
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| Quarry Hill Advisors | 98k | $3.6M | -1% | Mar 2024 |
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| American Capital Advisory | 93k | $2.7M | -47% | Mar 2024 |
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| Quad-Cities Investment Group | 93k | $3.5M | 6% | Jun 2024 |
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| ERn Financial | 91k | $3.4M | -17% | Jun 2024 |
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| Retirement Guys Formula | 63k | $2.3M | -36% | Mar 2024 |
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| Goldman Sachs Group | 22k | $810k | -77% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 285k | $9.6M |