Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAW
- CUSIP Number: 25434v617
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Arlington Financial Advisors | 497k | $32M | 2% | Sep 2024 |
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First Pacific Financial | 429k | $27M | 13% | Sep 2024 |
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DiNuzzo Private Wealth | 268k | $17M | -12% | Sep 2024 |
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Strategic Investment Solutions | 250k | $16M | 6% | Sep 2024 |
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Abacus Planning Group | 188k | $12M | 1% | Sep 2024 |
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Keyes, Stange & Wooten Wealth Management | 159k | $10M | 4% | Sep 2024 |
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HFG Wealth Management | 151k | $9.0M | 0% | Sep 2024 |
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Sivia Capital Partners | 139k | $8.8M | 27% | Sep 2024 |
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UMA Financial Services | 123k | $7.8M | 11% | Sep 2024 |
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Fundamentun | 91k | $5.8M | 7% | Sep 2024 |
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Apella Capital | 62k | $3.9M | 46% | Sep 2024 |
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Builder Investment Group | 56k | $3.5M | 7% | Sep 2024 |
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Commonwealth Equity Services | 47k | $3.0M | 6% | Sep 2024 |
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Main Street Financial Solutions | 42k | $2.7M | 55% | Sep 2024 |
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Jane Street | 42k | $2.7M | 119% | Sep 2024 |
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Syverson Strege & Co | 37k | $2.3M | -4% | Sep 2024 |
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Evanson Asset Management | 33k | $2.1M | 58% | Sep 2024 |
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Krilogy Financial | 32k | $2.0M | 12% | Sep 2024 |
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TCI Wealth Advisors | 25k | $1.6M | 235% | Sep 2024 |
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Sprinkle Financial Consultants | 25k | $1.6M | 11% | Sep 2024 |
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Colony | 22k | $1.4M | 100% | Sep 2024 |
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Spinnaker Investment Group | 20k | $1.3M | 43% | Sep 2024 |
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Barry Investment Advisors | 17k | $1.1M | 16% | Sep 2024 |
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Mosaic Family Wealth Partners | 13k | $751k | 17% | Jun 2024 |
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MB Generational Wealth | 11k | $713k | 9% | Sep 2024 |
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Foster Group | 11k | $667k | 18% | Sep 2024 |
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Ruedi Wealth Management | 10k | $632k | 5% | Sep 2024 |
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Sterling Wealth Management | 9.8k | $625k | 115% | Sep 2024 |
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Rs Crum | 9.2k | $582k | 0% | Sep 2024 |
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Fiduciary Financial Group | 7.9k | $499k | 75% | Sep 2024 |
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Belpointe Asset Management | 7.8k | $464k | 13% | Jun 2024 |
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LPL Financial | 7.3k | $465k | 100% | Sep 2024 |
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Root Financial Partners | 7.0k | $444k | 0% | Sep 2024 |
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Falcon Wealth Planning | 7.0k | $442k | 100% | Sep 2024 |
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Mercer Global Advisors | 6.7k | $397k | 6% | Jun 2024 |
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Ronald Blue Trust | 6.4k | $383k | 20% | Sep 2024 |
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Chicago Partners Investment | 6.4k | $405k | 3% | Sep 2024 |
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SC&H Financial Advisors | 5.8k | $370k | 8% | Sep 2024 |
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Beacon Pointe Advisors | 5.6k | $354k | -5% | Sep 2024 |
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JFS Wealth Advisors | 5.5k | $351k | 100% | Sep 2024 |
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Total Wealth Planning | 5.5k | $350k | -30% | Sep 2024 |
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Toroso Investments | 5.4k | $342k | 0% | Sep 2024 |
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Envestnet Asset Management | 5.3k | $337k | 44% | Sep 2024 |
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DecisionPoint Financial | 5.1k | $324k | 2% | Sep 2024 |
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Alpha Financial Advisors | 5.0k | $320k | 8% | Sep 2024 |
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Investment Advisory Group | 5.0k | $319k | 0% | Sep 2024 |
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Austin Asset Management | 4.4k | $278k | 1% | Sep 2024 |
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Vestia Personal Wealth Advisors | 4.3k | $275k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 4.3k | $274k | -22% | Sep 2024 |
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Rehmann Capital Advisory | 4.3k | $272k | -8% | Sep 2024 |
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Safeguard Investment Advisory Group | 4.2k | $251k | 100% | Jun 2024 |
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RAM Investment Partners | 4.2k | $264k | 8% | Sep 2024 |
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BOS Asset Management | 4.0k | $255k | 19% | Sep 2024 |
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BKA Wealth Consulting | 3.9k | $250k | 0% | Sep 2024 |
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Shore Point Advisors | 3.9k | $248k | 100% | Sep 2024 |
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PBMares Wealth Management | 3.7k | $232k | 100% | Sep 2024 |
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Greenspring Advisors | 3.6k | $230k | 0% | Sep 2024 |
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Mustard Seed Financial | 3.6k | $229k | -2% | Sep 2024 |
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Smith Anglin Financial | 3.6k | $228k | 0% | Sep 2024 |
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Lam Group | 3.5k | $225k | 68% | Sep 2024 |
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Envision Financial Planning | 3.4k | $215k | 100% | Sep 2024 |
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Tilson Financial Group | 3.4k | $200k | 0% | Sep 2024 |
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Phillips Financial Management | 3.3k | $208k | -9% | Sep 2024 |
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Summit Financial Strategies | 3.2k | $204k | 100% | Sep 2024 |
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C.M. Bidwell & Associates | 2.7k | $168k | 100% | Sep 2024 |
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Coston, McIsaac & Partners | 2.5k | $160k | 11% | Sep 2024 |
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Mather Group | 2.2k | $139k | 5% | Sep 2024 |
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Farther Finance Advisors | 1.3k | $86k | 28% | Sep 2024 |
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Concord Wealth Partners | 1.1k | $73k | 0% | Sep 2024 |
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Morgan Stanley | 865.00 | $52k | -3% | Jun 2024 |
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McIlrath & Eck | 680.00 | $43k | 8% | Sep 2024 |
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Red Lighthouse Investment Management | 669.00 | $43k | 0% | Sep 2024 |
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SJS Investment Consulting | 666.00 | $42k | 19% | Sep 2024 |
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Morris Financial Concepts | 199.00 | $13k | -51% | Sep 2024 |
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Hanson McClain Advisors | 165.00 | $11k | 0% | Sep 2024 |
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Quent Capital | 134.00 | $8.5k | 0% | Sep 2024 |
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Tortoise Investment Management | 13.00 | $824.999500 | 100% | Sep 2024 |
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Nemes Rush Group | 6.00 | $357.000000 | 100% | Jun 2024 |
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CWM | 3.00 | $0 | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.00 | $127.000000 | 100% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Bryant Woods Investment Advisors | Mar 2024 | 89k | $5.3M |
Royal Bank of Canada | Jun 2024 | 890.00 | $53k |
Coppell Advisory Solutions | Jun 2024 | 22.00 | $1.3k |