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 |
|---|---|---|---|---|---|
| Parsec Financial Management | 4.2M | $119M | 12% | Mar 2023 |
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| Cowa | 3.3M | $2.1M | 1624% | Mar 2023 |
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| Sequoia Financial Advisors | 3.1M | $89M | 12% | Mar 2023 |
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| Aquire Wealth Advisors | 2.8M | $80M | 18% | Mar 2023 |
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| Hanson McClain Advisors | 2.3M | $67M | 1% | Mar 2023 |
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| Ullmann Financial | 2.2M | $63M | 2% | Mar 2023 |
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| Meridian Wealth Partners | 1.8M | $52M | 1% | Mar 2023 |
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| Kooman & Associates | 1.8M | $52M | 437% | Mar 2023 |
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| Spinnaker Investment Group | 1.2M | $36M | 8% | Mar 2023 |
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| AE Wealth Management | 1.2M | $36M | -73% | Mar 2023 |
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| Buckingham Asset Management | 1.2M | $32M | 0% | Mar 2023 |
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| Essential Planning | 1.1M | $32M | 20% | Mar 2023 |
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| RVW Wealth | 1.1M | $31M | 3% | Mar 2023 |
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| Evoke Wealth | 1.1M | $30M | -6% | Mar 2023 |
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| HB Wealth Management | 1.0M | $30M | 2% | Mar 2023 |
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| CI Private Wealth | 867k | $25M | 156% | Mar 2023 |
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| Aveo Capital Partners | 843k | $24M | 4% | Mar 2023 |
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| Krilogy Financial | 834k | $24M | 40% | Mar 2023 |
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| Commonwealth Equity Services | 811k | $23M | 38% | Mar 2023 |
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| FirstPurpose Wealth | 762k | $22M | 17% | Mar 2023 |
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| Stifel Financial | 626k | $17M | 9% | Dec 2022 |
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| Annapolis Financial Services | 602k | $17M | 19% | Mar 2023 |
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| WPWealth | 600k | $16M | 100% | Dec 2022 |
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| Creative Planning | 553k | $15M | 6368% | Dec 2022 |
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| BKD Wealth Advisors | 539k | $16M | 27% | Mar 2023 |
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| Highland Financial Advisors | 525k | $15M | 2% | Mar 2023 |
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| Private Ocean | 516k | $15M | -8% | Mar 2023 |
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| Awm Capital | 508k | $14M | 0% | Dec 2022 |
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| Buckingham Strategic Partners | 505k | $15M | 42% | Mar 2023 |
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| Shira Ridge Wealth Management | 502k | $14M | 0% | Mar 2023 |
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| TCP Asset Management | 496k | $14M | 29% | Mar 2023 |
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| SC&H Financial Advisors | 491k | $14M | 17% | Mar 2023 |
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| Arista Wealth Management | 491k | $14M | 297% | Mar 2023 |
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| ACT Advisors | 451k | $13M | 34% | Mar 2023 |
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| Zhang Financial | 442k | $13M | -2% | Mar 2023 |
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| Brighton Jones | 438k | $13M | 52% | Mar 2023 |
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| Bank of America Corporation | 428k | $12M | 168% | Mar 2023 |
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| Liberty Wealth Management | 424k | $12M | 205% | Mar 2023 |
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| Perigon Wealth Management | 403k | $12M | 14% | Mar 2023 |
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| Betterment | 390k | $11M | -2% | Dec 2022 |
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| Plan | 383k | $11M | -1% | Mar 2023 |
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| Wealthsource Partners | 380k | $11M | 0% | Mar 2023 |
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| AdvisorNet Financial | 378k | $11M | 1% | Mar 2023 |
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| Royal Bank of Canada | 374k | $0 | -4% | Dec 2022 |
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| Pioneer Wealth Management Group | 369k | $11M | 11% | Mar 2023 |
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| Retirement Solution | 363k | $10M | -91% | Mar 2023 |
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| Great Point Wealth Advisors | 347k | $10M | -1% | Mar 2023 |
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| Tortoise Investment Management | 345k | $9.9M | 3% | Mar 2023 |
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| Alpha Financial Advisors | 345k | $9.9M | 28% | Mar 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 332k | $9.5M | 11% | Mar 2023 |
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| Mission Wealth Management | 328k | $9.4M | 21% | Mar 2023 |
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| Mariner Wealth Advisors | 324k | $8.8M | 25% | Dec 2022 |
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| Envestnet Asset Management | 322k | $9.3M | -4% | Mar 2023 |
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| Chicago Partners Investment | 304k | $8.8M | 15% | Mar 2023 |
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| Jane Street | 303k | $8.7M | 178% | Mar 2023 |
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| UMA Financial Services | 300k | $8.7M | 6% | Mar 2023 |
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| FinDec Wealth Services | 300k | $8.6M | -18% | Mar 2023 |
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| Syverson Strege & Co | 298k | $8.6M | -3% | Mar 2023 |
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| WMS Partners | 293k | $8.4M | -11% | Mar 2023 |
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| Financial Connections Group | 281k | $8.1M | 2% | Mar 2023 |
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| Savant Capital Management | 276k | $7.9M | 16% | Mar 2023 |
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| Advisory Alpha | 273k | $7.9M | 13% | Mar 2023 |
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| Mercer Global Advisors | 259k | $7.4M | -14% | Mar 2023 |
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| Willow Creek Wealth Management | 256k | $7.4M | 13% | Mar 2023 |
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| IFP Advisors | 253k | $6.2M | 5% | Mar 2023 |
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| CVA Family Office | 252k | $7.3M | 1% | Mar 2023 |
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| Strategic Investment Solutions | 252k | $7.5M | 100% | Dec 2022 |
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| Integrated Wealth Concepts | 243k | $7.0M | 114% | Mar 2023 |
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| JFS Wealth Advisors | 236k | $6.8M | 7% | Mar 2023 |
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| Legacy Financial Group | 227k | $6.5M | 20% | Mar 2023 |
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| Raymond James Financial Services Advisors | 224k | $6.5M | 2% | Mar 2023 |
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| Cherrydale Wealth Management | 219k | $6.3M | 7% | Mar 2023 |
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| ERn Financial | 218k | $6.3M | 4% | Mar 2023 |
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| U.S. Capital Wealth Advisors | 211k | $6.1M | 6% | Mar 2023 |
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| Advisor Group Holdings | 209k | $6.0M | 18% | Mar 2023 |
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| PBMares Wealth Management | 203k | $5.9M | 9% | Mar 2023 |
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| Brainard Capital Management | 200k | $5.7M | 25% | Mar 2023 |
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| LPL Financial | 200k | $5.7M | -30% | Mar 2023 |
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| Diversified Portfolios | 196k | $5.6M | -2% | Mar 2023 |
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| Hardy Reed | 188k | $5.4M | -4% | Mar 2023 |
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| MAI Wealth Advisors | 183k | $5.3M | 56% | Mar 2023 |
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| Chico Wealth RIA | 173k | $5.0M | 0% | Mar 2023 |
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| Heritage Investment Group | 172k | $5.0M | -3% | Mar 2023 |
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| Catalyst Private Wealth | 169k | $4.9M | 5% | Mar 2023 |
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| Sax Wealth Advisors | 169k | $4.9M | 26% | Mar 2023 |
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| Garrett Investment Advisors | 166k | $4.8M | 84% | Mar 2023 |
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| Mattern Wealth Management | 163k | $4.7M | -60% | Mar 2023 |
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| Firethorn Wealth Partners | 154k | $4.5M | -15% | Mar 2023 |
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| Jpmorgan Chase & Co | 153k | $4.4M | 63% | Mar 2023 |
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| Auxano Advisors | 149k | $4.3M | -37% | Mar 2023 |
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| Hutchinson Capital Management | 149k | $4.3M | 2% | Mar 2023 |
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| Allegiance Financial Group Advisory Services | 149k | $4.3M | 59% | Mar 2023 |
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| Beacon Pointe Advisors | 146k | $4.2M | -4% | Mar 2023 |
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| Security Financial Services | 144k | $4.1M | 7% | Mar 2023 |
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| Quantum Financial Advisors | 142k | $4.1M | -2% | Mar 2023 |
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| Rehmann Capital Advisory | 140k | $4.0M | 51% | Mar 2023 |
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| RCS Financial Planning | 139k | $4.0M | -2% | Mar 2023 |
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| Maryland Capital Advisors | 136k | $3.9M | 6% | Mar 2023 |
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| Wealth Enhancement Advisory Services | 136k | $3.9M | 0% | Mar 2023 |
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| Mml Investors Services | 133k | $3.8M | 0% | Mar 2023 |
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| Financial Network Investment Corporation | 131k | $3.5M | 0% | Dec 2022 |
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| Andrews, Lucia Wealth Management | 127k | $3.6M | 0% | Mar 2023 |
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| Quarry Hill Advisors | 126k | $3.6M | -6% | Mar 2023 |
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| Glass Jacobson Investment Advisors | 125k | $3.4M | 100% | Dec 2022 |
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| Change Path | 124k | $3.4M | -2% | Dec 2022 |
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| Claris Advisors, Llc / Mo / | 123k | $3.5M | -6% | Mar 2023 |
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| Wolff Wiese Magana | 120k | $3.4M | -5% | Mar 2023 |
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| Heirloom Wealth Management | 117k | $3.4M | 100% | Mar 2023 |
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| Capital Investment Advisory Services | 116k | $3.3M | 2% | Mar 2023 |
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| Bay Harbor Wealth Management | 115k | $3.3M | 342% | Mar 2023 |
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| Rather & Kittrell | 114k | $3.3M | 4% | Mar 2023 |
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| Teamwork Financial Advisors | 114k | $3.3M | 30% | Mar 2023 |
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| Private Advisor | 112k | $3.2M | 19% | Mar 2023 |
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| Bridge Advisory | 108k | $3.1M | 15% | Mar 2023 |
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| Financial Engines Advisors L.L.C | 106k | $3.0M | 100% | Mar 2023 |
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| D.A. Davidson & Co. | 106k | $3.0M | 1% | Mar 2023 |
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| Cetera Investment Advisers | 98k | $2.8M | 8% | Mar 2023 |
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| Marshall Financial Group | 98k | $2.8M | 0% | Mar 2023 |
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| HTG Investment Advisors | 95k | $2.7M | 4% | Mar 2023 |
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| Orion Portfolio Solutions | 94k | $2.6M | 20% | Dec 2022 |
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| Sowell Financial Services | 94k | $2.7M | -2% | Mar 2023 |
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| Jackson Thornton Asset Management | 93k | $2.7M | 19% | Mar 2023 |
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| Greenleaf Trust | 92k | $2.6M | 0% | Mar 2023 |
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| Helen Stephens Group | 92k | $2.6M | 3% | Mar 2023 |
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| GEM Asset Management | 89k | $2.4M | 100% | Dec 2022 |
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| Greenspring Advisors | 88k | $2.5M | 568% | Mar 2023 |
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| My Personal CFO | 88k | $2.5M | 912% | Mar 2023 |
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| Laurel Wealth Advisors | 85k | $2.3M | 81% | Dec 2022 |
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| Baldrige Asset Management | 80k | $2.3M | 1% | Mar 2023 |
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| Goss Wealth Management | 79k | $2.3M | 163% | Mar 2023 |
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| Retirement Guys Formula | 78k | $2.2M | 2% | Mar 2023 |
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| Red Lighthouse Investment Management | 78k | $2.1M | 100% | Dec 2022 |
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| Raymond James & Associates | 76k | $2.2M | 2% | Mar 2023 |
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| Susquehanna International | 75k | $2.1M | -25% | Mar 2023 |
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| Tanglewood Legacy Advisors | 73k | $2.1M | 100% | Mar 2023 |
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| Pinnacle Financial Group, LLC / IL | 72k | $2.1M | 0% | Mar 2023 |
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| Melfa Wealth Management | 70k | $2.0M | 2% | Mar 2023 |
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| VeraBank | 70k | $2.0M | 100% | Mar 2023 |
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| Investmark Advisory Group | 64k | $1.8M | 30% | Mar 2023 |
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| Modera Wealth Management | 63k | $1.8M | 236% | Mar 2023 |
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| Waterfront Wealth | 63k | $1.8M | 100% | Mar 2023 |
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| Financial Alternatives | 58k | $1.7M | -3% | Mar 2023 |
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| Forum Private Client Group | 58k | $1.7M | -1% | Mar 2023 |
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| 180 Wealth Advisors | 57k | $1.6M | 11% | Mar 2023 |
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| Pathstone Family Office | 56k | $1.6M | -36% | Mar 2023 |
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| Frank. Day | 56k | $1.6M | 165% | Mar 2023 |
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| Ohe Financial | 52k | $1.5M | 0% | Mar 2023 |
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| Ancora Advisors | 52k | $1.5M | -10% | Mar 2023 |
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| L & S Advisors | 52k | $1.5M | 100% | Mar 2023 |
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| Goldman Sachs Group | 49k | $1.4M | -4% | Mar 2023 |
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| WMG Financial Advisors | 44k | $1.4M | -62% | Mar 2023 |
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| Renaissance Technologies | 15k | $440k | -78% | Mar 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2022 | 460k | $12M |
| TCWP | Sep 2022 | 286k | $7.2M |