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 |
---|---|---|---|---|---|
Colony | 11M | $273M | -2% | Dec 2024 |
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Envestnet Asset Management | 8.3M | $207M | -8% | Dec 2024 |
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LPL Financial | 7.6M | $188M | 1% | Dec 2024 |
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Geometric Wealth Advisors | 7.6M | $188M | 5% | Dec 2024 |
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Commonwealth Equity Services | 6.0M | $150M | 6% | Dec 2024 |
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Monograph Wealth Advisors | 5.6M | $152M | 2% | Sep 2024 |
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Glenmede Trust Company | 5.1M | $127M | -1% | Dec 2024 |
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Hanson McClain Advisors | 4.7M | $120M | 3% | Dec 2024 |
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Great Waters Wealth Management | 4.6M | $115M | 18% | Dec 2024 |
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Plan | 4.1M | $103M | -1% | Dec 2024 |
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RFG Advisory | 3.8M | $95M | 7% | Dec 2024 |
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Brian McDonald | 3.8M | $95M | -7% | Dec 2024 |
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JFS Wealth Advisors | 3.8M | $94M | 0% | Dec 2024 |
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Assetmark | 3.7M | $92M | 2% | Dec 2024 |
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Triune Financial Partners | 3.7M | $92M | 5% | Dec 2024 |
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Alerus Financial | 3.5M | $88M | -1% | Dec 2024 |
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Pathstone Holdings | 3.2M | $79M | -3% | Dec 2024 |
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Planning Center | 2.9M | $73M | 1% | Dec 2024 |
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Royal Bank of Canada | 2.9M | $72M | 156% | Dec 2024 |
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Buckingham Strategic Partners | 2.9M | $79M | 100% | Sep 2024 |
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GeoWealth Management | 2.8M | $68M | 82% | Dec 2024 |
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UBS Group | 2.7M | $68M | -39% | Dec 2024 |
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D.A. Davidson & Co. | 2.7M | $66M | 3% | Dec 2024 |
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Evanson Asset Management | 2.6M | $66M | 0% | Dec 2024 |
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Cobblestone Capital Advisors | 2.5M | $62M | 0% | Dec 2024 |
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Asset Dedication | 2.4M | $60M | -4% | Dec 2024 |
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Core Wealth Management | 2.3M | $57M | 1% | Dec 2024 |
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Capstone Financial Advisors | 2.2M | $55M | -1% | Dec 2024 |
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New Capital Management | 2.2M | $54M | 0% | Dec 2024 |
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Tumwater Wealth Management | 2.1M | $53M | 100% | Dec 2024 |
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Morton Capital Management | 2.0M | $51M | -2% | Dec 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.0M | $51M | 0% | Dec 2024 |
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Greenspring Advisors | 2.0M | $49M | -1% | Dec 2024 |
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Factory Mutual Insurance Company | 1.9M | $48M | 0% | Dec 2024 |
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Financial Engines Advisors L.L.C | 1.9M | $46M | 42% | Dec 2024 |
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Creative Capital Management Investments | 1.8M | $46M | 4% | Dec 2024 |
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BetterWealth | 1.8M | $44M | 90% | Dec 2024 |
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Glassman Wealth Services | 1.7M | $43M | 7% | Dec 2024 |
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Baker Boyer National Bank | 1.7M | $42M | 0% | Dec 2024 |
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Jackson Thornton Asset Management | 1.6M | $41M | -1% | Dec 2024 |
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Trellis Wealth Advisors | 1.5M | $39M | 2% | Dec 2024 |
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Altiora Financial Group | 1.5M | $38M | 0% | Dec 2024 |
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Raymond James Financial | 1.5M | $37M | 100% | Dec 2024 |
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CliftonLarsonAllen Wealth Advisors | 1.5M | $37M | -3% | Dec 2024 |
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ShankerValleau Wealth Advisors | 1.5M | $36M | 6% | Dec 2024 |
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Bank of America Corporation | 1.4M | $36M | -9% | Dec 2024 |
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Financial Symmetry | 1.4M | $38M | 6% | Sep 2024 |
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Confluence Wealth Services | 1.4M | $35M | 12% | Dec 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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Private Advisor | 1.3M | $32M | 4% | Dec 2024 |
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Cardiff Park Advisors | 1.3M | $35M | 3% | Sep 2024 |
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Master's Wealth Management | 1.3M | $31M | 100% | Dec 2024 |
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BlueSky Wealth Advisors | 1.3M | $31M | 2% | Dec 2024 |
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Cardinal Point Capital Management, ULC | 1.2M | $31M | 9% | Dec 2024 |
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N.E.W. Advisory Services | 1.2M | $30M | 30% | Dec 2024 |
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Life Planning Partners | 1.2M | $46M | 2386% | Dec 2024 |
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Vance Wealth | 1.1M | $30M | 3% | Sep 2024 |
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Onyx Financial Advisors | 1.1M | $27M | 4% | Dec 2024 |
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Babb Wealth Advisors | 1.1M | $27M | 100% | Dec 2024 |
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Warburton Capital Management | 1.1M | $26M | 100% | Dec 2024 |
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Strathmore Capital Advisors | 1.0M | $26M | 100% | Dec 2024 |
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Meridian Wealth Partners | 1.0M | $25M | 0% | Dec 2024 |
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LRI Investments | 993k | $25M | 0% | Dec 2024 |
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TCI Wealth Advisors | 956k | $24M | 5% | Dec 2024 |
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HighTower Advisors | 955k | $24M | 0% | Dec 2024 |
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Resources Investment Advisors | 909k | $23M | -2% | Dec 2024 |
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Apella Capital | 873k | $22M | -3% | Dec 2024 |
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Sensible Money | 867k | $22M | -2% | Dec 2024 |
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Wealth Enhancement Advisory Services | 819k | $22M | 0% | Dec 2024 |
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Shearwater Capital | 805k | $20M | 2% | Dec 2024 |
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Accredited Investor Services | 796k | $20M | 100% | Dec 2024 |
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Symmetry Partner | 778k | $19M | 68% | Dec 2024 |
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CI Private Wealth | 756k | $19M | 0% | Dec 2024 |
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Claris Advisors, Llc / Mo / | 751k | $19M | 35% | Dec 2024 |
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RWM Asset Management | 737k | $18M | 3% | Dec 2024 |
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Aspiriant | 735k | $18M | 0% | Dec 2024 |
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Chicago Partners Investment | 728k | $18M | 6% | Dec 2024 |
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McCarthy Grittinger Financial Group | 706k | $18M | 169% | Dec 2024 |
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Conrad Siegel Investment Advisors | 686k | $17M | 10% | Dec 2024 |
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Glassy Mountain Advisors | 680k | $17M | 4% | Dec 2024 |
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Savant Capital Management | 679k | $17M | -1% | Dec 2024 |
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David Wealth Management | 677k | $17M | 100% | Dec 2024 |
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Kestra Advisory Services | 675k | $17M | 8% | Dec 2024 |
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Ohe Financial | 653k | $16M | 0% | Dec 2024 |
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Vested Financial Planning | 636k | $16M | 100% | Dec 2024 |
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Sequoia Financial Advisors | 633k | $16M | 4% | Dec 2024 |
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Wolfstich Capital | 626k | $16M | 100% | Dec 2024 |
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EP Wealth Advisors | 622k | $16M | 72% | Dec 2024 |
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HTG Investment Advisors | 618k | $15M | 2% | Dec 2024 |
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Prosperity Planning | 605k | $15M | 0% | Dec 2024 |
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Essential Planning | 581k | $15M | 6400% | Dec 2024 |
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IFG Advisory | 580k | $14M | 4% | Dec 2024 |
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Brighton Jones | 569k | $14M | 9% | Dec 2024 |
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Cherrydale Wealth Management | 567k | $14M | -9% | Dec 2024 |
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Elser Financial Planning | 559k | $14M | 2407% | Dec 2024 |
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Grunden Financial Advisory | 555k | $14M | 0% | Dec 2024 |
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Mercer Global Advisors | 540k | $13M | -54% | Dec 2024 |
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Grand Wealth Management | 535k | $13M | -7% | Dec 2024 |
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Legacy Financial Group | 527k | $14M | 15% | Sep 2024 |
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Tassel Capital Management | 524k | $13M | 100% | Dec 2024 |
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Modera Wealth Management | 514k | $13M | 2% | Dec 2024 |
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BKD Wealth Advisors | 511k | $13M | -5% | Dec 2024 |
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Lauterbach Financial Advisors | 464k | $12M | 0% | Dec 2024 |
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North Ridge Wealth Advisors | 463k | $13M | 2% | Sep 2024 |
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Ruedi Wealth Management | 458k | $12M | -2% | Sep 2024 |
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Susquehanna International | 451k | $11M | 100% | Dec 2024 |
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Jpmorgan Chase & Co | 446k | $11M | -1% | Dec 2024 |
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Old Mission Capital | 431k | $11M | 26% | Dec 2024 |
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Creative Planning | 406k | $10M | -1% | Dec 2024 |
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Ark & Tlk Investments | 401k | $11M | -5% | Sep 2024 |
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Equitable Holdings | 397k | $9.9M | 2% | Dec 2024 |
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Silver Oak Advisory Group | 397k | $9.9M | 0% | Dec 2024 |
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Truepoint | 396k | $9.8M | 4% | Dec 2024 |
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Robertson Stephens Wealth Management | 395k | $9.8M | -1% | Dec 2024 |
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American Investment Services | 393k | $11M | 0% | Dec 2024 |
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Trust Co of the South | 390k | $9.7M | 1% | Dec 2024 |
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ERn Financial | 384k | $9.5M | 0% | Dec 2024 |
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Strategic Investment Solutions | 382k | $9.5M | 2% | Dec 2024 |
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Conquis Financial | 382k | $9.5M | 100% | Dec 2024 |
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Andrews, Lucia Wealth Management | 378k | $10M | 0% | Dec 2024 |
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Pure Financial Advisors | 373k | $9.3M | 3% | Dec 2024 |
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Financial Connections Group | 369k | $9.2M | -3% | Dec 2024 |
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Integrated Wealth Concepts | 352k | $8.7M | -8% | Dec 2024 |
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Branch Banking & Trust Company | 351k | $8.7M | 1% | Dec 2024 |
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Hemington Wealth Management | 344k | $8.6M | -1% | Dec 2024 |
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Cetera Investment Advisers | 334k | $8.3M | 4% | Dec 2024 |
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SJS Investment Consulting | 331k | $8.2M | -1% | Dec 2024 |
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Mariner Wealth Advisors | 323k | $8.0M | 0% | Dec 2024 |
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Moisand Fitzgerald Tamayo | 316k | $7.9M | -2% | Dec 2024 |
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First National Bank Sioux Falls | 313k | $7.8M | 0% | Dec 2024 |
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Fmb Wealth Management | 312k | $7.8M | 23% | Dec 2024 |
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Hurlow Wealth Management Group | 302k | $7.5M | 5% | Dec 2024 |
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Willow Creek Wealth Management | 302k | $7.5M | 100% | Dec 2024 |
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PBMares Wealth Management | 292k | $7.3M | 6% | Dec 2024 |
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Betterment | 291k | $7.2M | 17% | Dec 2024 |
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Captrust Financial Advisors | 286k | $7.1M | -2% | Dec 2024 |
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Live Oak Private Wealth | 282k | $7.0M | 1% | Dec 2024 |
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Eldridge Investment Advisors | 281k | $7.0M | -7% | Dec 2024 |
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Sax Wealth Advisors | 274k | $6.8M | -4% | Dec 2024 |
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Henrickson Nauta Wealth Advisors | 272k | $6.8M | 0% | Dec 2024 |
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Warwick Investment Management | 271k | $6.7M | -2% | Dec 2024 |
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Hassell Wealth Management | 266k | $6.8M | 0% | Dec 2024 |
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von Borstel & Associates | 263k | $7.1M | 100% | Sep 2024 |
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Magnolia Capital Advisors | 249k | $6.2M | 3% | Dec 2024 |
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Peirce Capital Management | 247k | $6.1M | -1% | Dec 2024 |
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Capstone Wealth Management | 245k | $6.1M | 100% | Dec 2024 |
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Delap Wealth Advisory | 242k | $6.5M | -50% | Sep 2024 |
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Dopkins Wealth Management | 226k | $5.6M | 55% | Dec 2024 |
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Bayshore Asset Management | 223k | $5.6M | 0% | Dec 2024 |
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Phillips Financial Management | 219k | $5.5M | -13% | Dec 2024 |
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Cambridge Investment Research Advisors | 190k | $4.7M | -46% | Dec 2024 |
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Advisor Group Holdings | 112k | $2.9M | -64% | Dec 2024 |
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Jane Street | 17k | $413k | -99% | Dec 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Sowell Financial Services | Sep 2024 | 702k | $19M |