Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAX
- CUSIP Number: 25434v880
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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 |
|---|---|---|---|---|---|
| Buckingham Asset Management | 11M | $286M | -3% | Jun 2024 |
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| Colony | 11M | $300M | 100% | Sep 2024 |
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| Envestnet Asset Management | 9.1M | $246M | -7% | Sep 2024 |
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| LPL Financial | 7.5M | $202M | 2% | Sep 2024 |
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| Geometric Wealth Advisors | 7.2M | $194M | 12% | Sep 2024 |
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| Commonwealth Equity Services | 5.7M | $154M | 5% | Sep 2024 |
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| Monograph Wealth Advisors | 5.5M | $140M | 7% | Jun 2024 |
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| Glenmede Trust Company | 5.2M | $139M | -1% | Sep 2024 |
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| Hanson McClain Advisors | 4.6M | $124M | 25% | Sep 2024 |
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| Plan | 4.2M | $112M | -1% | Sep 2024 |
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| Brian McDonald | 4.1M | $111M | -4% | Sep 2024 |
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| Great Waters Wealth Management | 3.9M | $105M | 15% | Sep 2024 |
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| JFS Wealth Advisors | 3.8M | $102M | 0% | Sep 2024 |
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| Assetmark | 3.7M | $99M | 1% | Sep 2024 |
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| Alerus Financial | 3.6M | $97M | -8% | Sep 2024 |
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| RFG Advisory | 3.6M | $97M | -24% | Sep 2024 |
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| Triune Financial Partners | 3.5M | $95M | 5% | Sep 2024 |
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| Pathstone Holdings | 3.3M | $88M | 0% | Sep 2024 |
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| Buckingham Strategic Partners | 2.9M | $79M | 2% | Sep 2024 |
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| Planning Center | 2.9M | $78M | 1% | Sep 2024 |
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| Evanson Asset Management | 2.6M | $71M | 0% | Sep 2024 |
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| D.A. Davidson & Co. | 2.5M | $65M | 2% | Jun 2024 |
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| Asset Dedication | 2.5M | $68M | -2% | Sep 2024 |
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| Cobblestone Capital Advisors | 2.5M | $67M | 1% | Sep 2024 |
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| Core Wealth Management | 2.3M | $58M | 0% | Sep 2024 |
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| Capstone Financial Advisors | 2.2M | $60M | -22% | Sep 2024 |
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| New Capital Management | 2.2M | $59M | 3% | Sep 2024 |
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| Morton Capital Management | 2.1M | $56M | -2% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.0M | $55M | 1% | Sep 2024 |
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| Greenspring Advisors | 2.0M | $54M | -1% | Sep 2024 |
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| Factory Mutual Insurance Company | 1.9M | $52M | 100% | Sep 2024 |
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| Creative Capital Management Investments | 1.8M | $48M | 15% | Sep 2024 |
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| Baker Boyer National Bank | 1.7M | $45M | 0% | Sep 2024 |
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| Jackson Thornton Asset Management | 1.7M | $45M | -2% | Sep 2024 |
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| Glassman Wealth Services | 1.6M | $43M | 3% | Sep 2024 |
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| Bank of America Corporation | 1.6M | $42M | -16% | Sep 2024 |
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| CliftonLarsonAllen Wealth Advisors | 1.5M | $41M | -1% | Sep 2024 |
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| Altiora Financial Group | 1.5M | $41M | 2% | Sep 2024 |
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| Trellis Wealth Advisors | 1.5M | $41M | 4% | Sep 2024 |
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| GeoWealth Management | 1.5M | $41M | 3% | Sep 2024 |
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| Jane Street | 1.5M | $40M | -48% | Sep 2024 |
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| Financial Symmetry | 1.4M | $38M | 6% | Sep 2024 |
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| ShankerValleau Wealth Advisors | 1.4M | $37M | 0% | Sep 2024 |
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| Forum Financial Management | 1.3M | $36M | 2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.3M | $35M | -1% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 1.3M | $35M | 65% | Sep 2024 |
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| Cardiff Park Advisors | 1.2M | $32M | 0% | Jun 2024 |
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| Private Advisor | 1.2M | $34M | 18% | Sep 2024 |
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| BlueSky Wealth Advisors | 1.2M | $33M | 5% | Sep 2024 |
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| Confluence Wealth Services | 1.2M | $33M | 13% | Sep 2024 |
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| Mercer Global Advisors | 1.2M | $30M | -3% | Jun 2024 |
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| Royal Bank of Canada | 1.1M | $31M | 0% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 1.1M | $31M | 3% | Sep 2024 |
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| Vance Wealth | 1.1M | $30M | 3% | Sep 2024 |
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| Onyx Financial Advisors | 1.0M | $28M | 4% | Sep 2024 |
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| Meridian Wealth Partners | 1.0M | $27M | -1% | Sep 2024 |
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| LRI Investments | 996k | $25M | 0% | Sep 2024 |
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| HighTower Advisors | 976k | $25M | -1% | Jun 2024 |
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| N.E.W. Advisory Services | 926k | $25M | 7% | Sep 2024 |
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| Resources Investment Advisors | 925k | $25M | 2% | Sep 2024 |
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| BetterWealth | 922k | $25M | 0% | Sep 2024 |
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| TCI Wealth Advisors | 910k | $25M | 10% | Sep 2024 |
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| Apella Capital | 899k | $24M | -2% | Sep 2024 |
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| Sensible Money | 881k | $24M | -1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 820k | $21M | 108% | Jun 2024 |
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| Shearwater Capital | 789k | $21M | 1% | Sep 2024 |
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| CI Private Wealth | 760k | $21M | -1% | Sep 2024 |
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| Aspiriant | 735k | $20M | 162% | Sep 2024 |
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| RWM Asset Management | 715k | $19M | 1% | Sep 2024 |
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| Sowell Financial Services | 702k | $19M | 2% | Sep 2024 |
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| Savant Capital Management | 688k | $19M | 0% | Sep 2024 |
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| Chicago Partners Investment | 687k | $18M | 2% | Sep 2024 |
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| Glassy Mountain Advisors | 657k | $18M | 5% | Sep 2024 |
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| Ohe Financial | 652k | $18M | 8% | Sep 2024 |
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| Conrad Siegel Investment Advisors | 625k | $17M | 5% | Sep 2024 |
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| Kestra Advisory Services | 623k | $17M | -9% | Sep 2024 |
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| Cherrydale Wealth Management | 623k | $17M | 0% | Sep 2024 |
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| Prosperity Planning | 608k | $16M | -2% | Sep 2024 |
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| Sequoia Financial Advisors | 607k | $16M | -23% | Sep 2024 |
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| HTG Investment Advisors | 604k | $16M | 2% | Sep 2024 |
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| Grand Wealth Management | 573k | $16M | 0% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 556k | $15M | 9% | Sep 2024 |
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| IFG Advisory | 556k | $15M | 3% | Sep 2024 |
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| Grunden Financial Advisory | 556k | $15M | 2% | Sep 2024 |
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| BKD Wealth Advisors | 556k | $14M | 3% | Jun 2024 |
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| Legacy Financial Group | 527k | $14M | 15% | Sep 2024 |
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| Brighton Jones | 523k | $14M | 7% | Sep 2024 |
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| Modera Wealth Management | 507k | $14M | -2% | Sep 2024 |
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| Lauterbach Financial Advisors | 465k | $13M | 0% | Sep 2024 |
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| Symmetry Partner | 463k | $13M | -49% | Sep 2024 |
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| Ruedi Wealth Management | 458k | $12M | -2% | Sep 2024 |
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| North Ridge Wealth Advisors | 456k | $12M | 2% | Jun 2024 |
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| Jpmorgan Chase & Co | 450k | $12M | 3% | Sep 2024 |
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| Creative Planning | 409k | $11M | 1% | Sep 2024 |
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| American Investment Services | 404k | $10M | -1% | Jun 2024 |
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| Ark & Tlk Investments | 401k | $11M | -5% | Sep 2024 |
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| Robertson Stephens Wealth Management | 398k | $11M | -13% | Sep 2024 |
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| Silver Oak Advisory Group | 395k | $11M | 0% | Sep 2024 |
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| Trust Co of the South | 386k | $10M | -1% | Sep 2024 |
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| ERn Financial | 383k | $10M | 3% | Sep 2024 |
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| Integrated Wealth Concepts | 382k | $10M | -1% | Sep 2024 |
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| Financial Connections Group | 380k | $10M | -2% | Sep 2024 |
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| Truepoint | 380k | $10M | 1% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 377k | $9.6M | 0% | Sep 2024 |
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| Strategic Investment Solutions | 375k | $10M | 2% | Sep 2024 |
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| EP Wealth Advisors | 362k | $9.8M | -1% | Sep 2024 |
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| Pure Financial Advisors | 362k | $9.8M | -4% | Sep 2024 |
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| Equitable Holdings | 351k | $8.9M | 2% | Jun 2024 |
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| Hemington Wealth Management | 350k | $8.9M | 0% | Jun 2024 |
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| Cambridge Investment Research Advisors | 349k | $9.4M | 12% | Sep 2024 |
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| Cetera Investment Advisers | 345k | $8.8M | 4% | Jun 2024 |
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| Branch Banking & Trust Company | 342k | $8.7M | 8% | Jun 2024 |
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| SJS Investment Consulting | 333k | $9.0M | -1% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 323k | $8.7M | -1% | Sep 2024 |
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| Mariner Wealth Advisors | 321k | $8.7M | 0% | Sep 2024 |
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| Advisor Group Holdings | 314k | $8.5M | -55% | Sep 2024 |
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| First National Bank Sioux Falls | 313k | $8.4M | 0% | Sep 2024 |
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| Eldridge Investment Advisors | 301k | $8.1M | 1% | Sep 2024 |
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| Captrust Financial Advisors | 291k | $7.9M | -1% | Sep 2024 |
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| Hurlow Wealth Management Group | 287k | $7.8M | 0% | Sep 2024 |
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| Sax Wealth Advisors | 285k | $7.7M | 2% | Sep 2024 |
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| Live Oak Private Wealth | 279k | $7.5M | 1% | Sep 2024 |
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| Warwick Investment Management | 278k | $7.5M | 0% | Sep 2024 |
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| PBMares Wealth Management | 275k | $7.4M | -3% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 273k | $7.4M | 0% | Sep 2024 |
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| Hassell Wealth Management | 266k | $6.8M | -1% | Sep 2024 |
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| von Borstel & Associates | 263k | $7.1M | 100% | Sep 2024 |
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| McCarthy Grittinger Financial Group | 262k | $7.1M | 0% | Sep 2024 |
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| Fmb Wealth Management | 253k | $6.8M | 9% | Sep 2024 |
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| Phillips Financial Management | 253k | $6.8M | -2% | Sep 2024 |
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| Peirce Capital Management | 249k | $6.7M | -2% | Sep 2024 |
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| Magnolia Capital Advisors | 242k | $6.5M | -12% | Sep 2024 |
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| Delap Wealth Advisory | 242k | $6.5M | -50% | Sep 2024 |
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| Mather Group | 223k | $6.0M | -15% | Sep 2024 |
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| Bayshore Asset Management | 222k | $6.0M | -6% | Sep 2024 |
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| DiNuzzo Private Wealth | 215k | $5.8M | -1% | Sep 2024 |
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| Sontag Advisory | 213k | $5.7M | 100% | Sep 2024 |
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| Park Avenue Securities | 212k | $5.7M | -8% | Sep 2024 |
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| CWM | 211k | $5.7M | 42% | Sep 2024 |
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| SC&H Financial Advisors | 210k | $5.7M | 3% | Sep 2024 |
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| Integrated Advisors Network | 204k | $5.5M | 4% | Sep 2024 |
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| Walden Wealth Partners | 203k | $5.2M | 0% | Jun 2024 |
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| Awm Capital | 199k | $5.0M | -2% | Jun 2024 |
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| Rs Crum | 180k | $4.9M | 0% | Sep 2024 |
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| Investment Advisory Group | 178k | $4.8M | -4% | Sep 2024 |
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| Evernest Financial Advisors | 177k | $4.8M | 4% | Sep 2024 |
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| Gould Asset Management | 174k | $4.7M | 8% | Sep 2024 |
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| RAM Investment Partners | 168k | $4.5M | -1% | Sep 2024 |
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| Tillman Hartley | 163k | $4.4M | 0% | Sep 2024 |
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| Garrett Investment Advisors | 162k | $4.4M | 3% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 156k | $4.2M | -6% | Sep 2024 |
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| Dopkins Wealth Management | 146k | $3.9M | -37% | Sep 2024 |
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| Mml Investors Services | 122k | $3.3M | -52% | Sep 2024 |
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| Elser Financial Planning | 22k | $602k | -96% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Soundmark Wealth Management | Mar 2024 | 505k | $13M |