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 | ||
---|---|---|---|---|---|---|
Envestnet Asset Management | 11M | $247M | 4% | Dec 2022 | ||
Buckingham Asset Management | 11M | $241M | 5% | Dec 2022 | ||
LPL Financial | 6.9M | $150M | 0% | Dec 2022 | ||
Glenmede Trust Company | 5.2M | $112M | -2% | Dec 2022 | ||
Geometric Wealth Advisors | 4.9M | $106M | 7% | Dec 2022 | ||
Jane Street | 4.4M | $95M | 505% | Dec 2022 | ||
Commonwealth Equity Services | 4.3M | $94M | 59% | Dec 2022 | ||
Brian McDonald | 4.3M | $100M | -5% | Dec 2022 | ||
Plan | 4.3M | $93M | 2% | Dec 2022 | ||
Monograph Wealth Advisors | 3.9M | $85M | 7% | Dec 2022 | ||
Alerus Financial | 3.9M | $85M | 1% | Dec 2022 | ||
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JFS Wealth Advisors | 3.9M | $83M | 0% | Dec 2022 | ||
Pathstone Family Office | 3.4M | $73M | -2% | Dec 2022 | ||
RFG Advisory | 3.3M | $77M | 1136% | Dec 2022 | ||
Assetmark | 3.1M | $67M | 5% | Dec 2022 | ||
Evanson Asset Management | 3.1M | $66M | -3% | Dec 2022 | ||
Planning Center | 2.8M | $61M | 89% | Dec 2022 | ||
Hanson McClain Advisors | 2.8M | $61M | 11% | Dec 2022 | ||
Capstone Financial Advisors | 2.7M | $58M | 5% | Dec 2022 | ||
UBS Group | 2.5M | $53M | 2% | Dec 2022 | ||
Cobblestone Capital Advisors | 2.3M | $50M | -7% | Dec 2022 | ||
D.A. Davidson & Co. | 2.3M | $49M | 1% | Dec 2022 | ||
Core Wealth Management | 2.0M | $43M | 100% | Dec 2022 | ||
Greenspring Advisors | 1.9M | $42M | -7% | Dec 2022 | ||
Asset Dedication | 1.9M | $40M | 12% | Dec 2022 | ||
Jackson Thornton Asset Management | 1.8M | $38M | 3% | Dec 2022 | ||
New Capital Management | 1.7M | $38M | 43% | Dec 2022 | ||
Great Waters Wealth Management | 1.6M | $39M | 100% | Dec 2022 | ||
CliftonLarsonAllen Wealth Advisors | 1.6M | $35M | -8% | Dec 2022 | ||
Advisor Group Holdings | 1.6M | $35M | 72% | Dec 2022 | ||
Forum Financial Management | 1.6M | $35M | 4% | Dec 2022 | ||
Baker Boyer National Bank | 1.6M | $34M | -6% | Dec 2022 | ||
Buckingham Strategic Partners | 1.5M | $33M | -57% | Dec 2022 | ||
Cardiff Park Advisors | 1.4M | $30M | -5% | Dec 2022 | ||
First Ascent Asset Management | 1.3M | $29M | 11% | Dec 2022 | ||
Ullmann Financial | 1.3M | $29M | 3% | Dec 2022 | ||
Mercer Global Advisors | 1.3M | $29M | -5% | Dec 2022 | ||
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.3M | $28M | 100% | Dec 2022 | ||
Private Advisor | 1.3M | $13M | 8% | Dec 2022 | ||
ShankerValleau Wealth Advisors | 1.3M | $28M | -5% | Dec 2022 | ||
Raymond James Financial Services Advisors | 1.3M | $27M | -1% | Dec 2022 | ||
Royal Bank of Canada | 1.1M | $25M | 43% | Dec 2022 | ||
Meridian Wealth Partners | 1.1M | $24M | 2% | Dec 2022 | ||
BlueSky Wealth Advisors | 1.1M | $23M | -4% | Dec 2022 | ||
Symmetry Partner | 1.0M | $22M | 0% | Dec 2022 | ||
Frank. Day | 1.0M | $22M | 10% | Dec 2022 | ||
Glassman Wealth Services | 974k | $21M | 48% | Dec 2022 | ||
Comerica Securities | 964k | $21M | -5% | Dec 2022 | ||
Apella Capital | 963k | $21M | -11% | Dec 2022 | ||
Vance Wealth | 943k | $20M | -2% | Dec 2022 | ||
Leading Edge Financial Planning | 926k | $20M | 100% | Dec 2022 | ||
BetterWealth | 829k | $18M | 1% | Dec 2022 | ||
Onyx Financial Advisors | 815k | $18M | 100% | Dec 2022 | ||
Creative Capital Management Investments | 761k | $16M | 100% | Dec 2022 | ||
CI Private Wealth | 734k | $16M | 100% | Dec 2022 | ||
Grand Wealth Management | 671k | $15M | -9% | Dec 2022 | ||
Chicago Partners Investment | 655k | $15M | -3% | Dec 2022 | ||
IFG Advisory | 651k | $14M | -3% | Dec 2022 | ||
Prosperity Planning | 650k | $14M | 0% | Dec 2022 | ||
HTG Investment Advisors | 646k | $14M | 100% | Dec 2022 | ||
TCI Wealth Advisors | 618k | $13M | -1% | Dec 2022 | ||
HighTower Advisors | 581k | $13M | 1% | Dec 2022 | ||
Shearwater Capital | 580k | $13M | 6% | Dec 2022 | ||
Kestra Advisory Services | 569k | $12M | -29% | Dec 2022 | ||
Savant Capital Management | 507k | $11M | 60% | Dec 2022 | ||
American Investment Services | 475k | $10M | -2% | Dec 2022 | ||
Lauterbach Financial Advisors | 451k | $9.7M | -6% | Dec 2022 | ||
Soundmark Wealth Management | 440k | $9.5M | 0% | Dec 2022 | ||
Andrews, Lucia Wealth Management | 431k | $9.3M | -7% | Dec 2022 | ||
Hemington Wealth Management | 416k | $9.0M | -2% | Dec 2022 | ||
Bank of America Corporation | 407k | $8.8M | 1164% | Dec 2022 | ||
Cherrydale Wealth Management | 402k | $8.7M | 0% | Dec 2022 | ||
Mather Group | 393k | $8.5M | -22% | Dec 2022 | ||
Hassell Wealth Management | 388k | $9.0M | 100% | Dec 2022 | ||
Conrad Siegel Investment Advisors | 382k | $8.3M | 1% | Dec 2022 | ||
Moisand Fitzgerald Tamayo | 371k | $8.0M | 4% | Dec 2022 | ||
SJS Investment Consulting | 370k | $8.0M | -1% | Dec 2022 | ||
Ohe Financial | 368k | $8.0M | 31% | Dec 2022 | ||
Truepoint | 366k | $7.9M | 0% | Dec 2022 | ||
Claris Advisors, Llc / Mo / | 364k | $7.9M | -3% | Dec 2022 | ||
Thrivent Financial for Lutherans | 360k | $7.8M | 100% | Dec 2022 | ||
Mariner Wealth Advisors | 337k | $7.3M | 9% | Dec 2022 | ||
Captrust Financial Advisors | 336k | $7.3M | -7% | Dec 2022 | ||
Ruedi Wealth Management | 336k | $7.3M | 100% | Dec 2022 | ||
Phillips Financial Management | 335k | $7.2M | 24% | Dec 2022 | ||
Financial Connections Group | 330k | $7.1M | 6% | Dec 2022 | ||
Lincoln National | 321k | $6.9M | 0% | Dec 2022 | ||
Creative Planning | 320k | $6.9M | 43% | Dec 2022 | ||
Warwick Investment Management | 316k | $6.8M | 0% | Dec 2022 | ||
Integrated Wealth Concepts | 306k | $6.6M | 32% | Dec 2022 | ||
Branch Banking & Trust Company | 305k | $6.6M | 15% | Dec 2022 | ||
Silver Oak Advisory Group | 305k | $6.6M | -3% | Dec 2022 | ||
First National Bank Sioux Falls | 303k | $6.6M | 0% | Dec 2022 | ||
Align Wealth Management | 300k | $5.7M | 100% | Dec 2022 | ||
BKD Wealth Advisors | 300k | $6.5M | 18% | Dec 2022 | ||
Eldridge Investment Advisors | 297k | $6.4M | 33% | Dec 2022 | ||
Rs Crum | 297k | $5.6M | 44% | Sep 2022 | ||
Modera Wealth Management | 294k | $6.4M | -16% | Dec 2022 | ||
PBMares Wealth Management | 293k | $6.3M | -4% | Dec 2022 | ||
Balasa Dinverno & Foltz | 292k | $5.5M | -3% | Sep 2022 | ||
Equitable Holdings | 292k | $6.3M | 2% | Dec 2022 | ||
Briggs Advisory Group | 287k | $6.2M | -10% | Dec 2022 | ||
Aspiriant | 284k | $6.1M | -1% | Dec 2022 | ||
Financial Engines Advisors L.L.C | 282k | $6.1M | 1% | Dec 2022 | ||
ERn Financial | 281k | $6.1M | -10% | Dec 2022 | ||
Cambridge Investment Research Advisors | 280k | $6.0M | 1% | Dec 2022 | ||
Henrickson Nauta Wealth Advisors | 279k | $6.0M | 0% | Dec 2022 | ||
Hurlow Wealth Management Group | 276k | $6.0M | 16% | Dec 2022 | ||
Betterment | 274k | $5.9M | -9% | Dec 2022 | ||
Willow Creek Wealth Management | 273k | $5.9M | 190% | Dec 2022 | ||
Rbf Capital | 266k | $5.8M | 492% | Dec 2022 | ||
Dopkins Wealth Management | 257k | $5.6M | 10% | Dec 2022 | ||
Confluence Wealth Services | 253k | $5.5M | 250% | Dec 2022 | ||
Brighton Jones | 251k | $5.4M | 22% | Dec 2022 | ||
Legacy Financial Group | 250k | $5.4M | 100% | Dec 2022 | ||
Bayshore Asset Management | 250k | $5.4M | 1% | Dec 2022 | ||
Baldrige Asset Management | 249k | $5.4M | -1% | Dec 2022 | ||
Delap Wealth Advisory | 246k | $5.3M | 100% | Dec 2022 | ||
Awm Capital | 242k | $5.2M | -3% | Dec 2022 | ||
Park Avenue Securities | 224k | $4.8M | 4% | Dec 2022 | ||
Dowling & Yahnke, LLC" | 216k | $4.1M | 2% | Sep 2022 | ||
Intelligent Financial Strategies | 215k | $4.6M | -3% | Dec 2022 | ||
Strategic Investment Solutions | 212k | $5.0M | 100% | Dec 2022 | ||
Integrated Advisors Network | 211k | $4.6M | -5% | Dec 2022 | ||
Bridgeworth | 203k | $4.4M | 1% | Dec 2022 | ||
N.E.W. Advisory Services | 199k | $4.3M | 4% | Dec 2022 | ||
CPCM | 194k | $3.7M | 36% | Sep 2022 | ||
SC&H Financial Advisors | 188k | $4.1M | 0% | Dec 2022 | ||
Treynor Bancshares | 172k | $3.7M | 0% | Dec 2022 | ||
Ml & R Wealth Management | 171k | $3.7M | 1% | Dec 2022 | ||
Investment Advisory Group | 169k | $3.6M | 2% | Dec 2022 | ||
M^T Bank Corporation | 167k | $5.1M | 1462% | Dec 2022 | ||
Firethorn Wealth Partners | 166k | $3.6M | 29% | Dec 2022 | ||
Tillman Hartley | 164k | $3.5M | 100% | Dec 2022 | ||
Advisor Partners Ii | 161k | $3.5M | -23% | Dec 2022 | ||
Heritage Wealth Management, Inc./Texas | 156k | $3.4M | 100% | Dec 2022 | ||
Old Mission Capital | 156k | $3.4M | -91% | Dec 2022 | ||
Summit Wealth Group | 155k | $3.3M | 188% | Dec 2022 | ||
McCarthy Asset Management | 145k | $3.1M | 1% | Dec 2022 | ||
Capital Performance Advisors | 141k | $3.1M | -1% | Dec 2022 | ||
G2 Capital Management, Llc / Oh | 135k | $2.9M | 1% | Dec 2022 | ||
Kraft Asset Management | 134k | $2.9M | 1% | Dec 2022 | ||
Cetera Investment Advisers | 134k | $2.9M | 2% | Dec 2022 | ||
Cresset Asset Management | 131k | $2.8M | -12% | Dec 2022 | ||
Ballentine Partners | 127k | $2.7M | 0% | Dec 2022 | ||
Ameritas Advisory Services | 125k | $2.7M | 100% | Dec 2022 | ||
Midwest Heritage Bank | 124k | $2.7M | -17% | Dec 2022 | ||
Tranquilli Financial Advisor | 123k | $2.7M | 87% | Dec 2022 | ||
Rehmann Capital Advisory | 123k | $2.7M | -13% | Dec 2022 | ||
Harbor Group | 122k | $2.6M | -3% | Dec 2022 | ||
Keb Asset Management | 119k | $2.6M | -32% | Dec 2022 | ||
AE Wealth Management | 113k | $2.4M | -13% | Dec 2022 | ||
Flow Traders US | 107k | $2.3M | -28% | Dec 2022 | ||
Mml Investors Services | 84k | $1.8M | -79% | Dec 2022 | ||
CFS Investment Advisory Services | 56k | $1.2M | -95% | Dec 2022 | ||
Market Street Wealth Management Advisors | 15k | $330k | -90% | Dec 2022 | ||
Cedar Wealth Management | 4.7k | $102k | -98% | Dec 2022 |
Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Guardian Wealth Advisors | Sep 2022 | 659k | $13M |
EP Wealth Advisors | Jun 2022 | 483k | $10M |
Sloy Dahl & Holst | Sep 2022 | 172k | $3.2M |