Who owns DIMENSIONAL ETF TRUST CORE FIXED INCOM?

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Analyze quarterly positions in Dimensional Etf Trust Core Fixed Incom with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Dimensional Etf Trust Core Fixed Incom stock

Who bought or sold DIMENSIONAL ETF TRUST CORE FIXED INCOM this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Truepoint 9.3M $396M -6% Dec 2023
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HBK Sorce Advisory 6.6M $282M 4% Dec 2023
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Beaird Harris Wealth Management 2.5M $106M 9% Dec 2023
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WPWealth 2.1M $87M 14% Dec 2023
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Commonwealth Equity Services 1.8M $76M 15% Dec 2023
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Baker Avenue Asset Management 1.7M $71M 100% Dec 2023
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DiNuzzo Private Wealth 1.7M $70M 100% Dec 2023
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Pathstone Holdings 1.6M $69M 100% Dec 2023
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Great Waters Wealth Management 1.5M $63M 20% Mar 2024
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Jane Street 1.4M $58M 203% Dec 2023
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Hanson McClain Advisors 1.3M $55M 16% Dec 2023
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Core Wealth Management 1.2M $51M 31% Mar 2024
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Sequoia Financial Advisors 1.2M $52M 10% Dec 2023
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Apella Capital 1.2M $49M 3% Mar 2024
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Savant Capital Management 1.1M $46M 41% Dec 2023
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Market Street Wealth Management Advisors 1.0M $43M 7% Mar 2024
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Huntington Asset Advisors 909k $39M 30% Dec 2023
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Pure Financial Advisors 807k $34M 4% Mar 2024
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Annandale Capital 742k $31M 100% Dec 2023
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Ullmann Financial 732k $31M 0% Dec 2023
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Grunden Financial Advisory 675k $29M 100% Dec 2023
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Phillips Financial Management 646k $27M 20% Mar 2024
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Creative Capital Management Investments 634k $27M 18% Dec 2023
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Mattern Wealth Management 625k $27M 86% Dec 2023
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SRS Capital Advisors 604k $26M 3% Dec 2023
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AE Wealth Management 568k $24M 52% Dec 2023
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Dynamic Advisors Solutions 552k $23M 16% Mar 2024
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RCS Financial Planning 542k $23M 15% Dec 2023
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Root Financial Partners 533k $23M 36% Dec 2023
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Rather & Kittrell 529k $22M 17% Dec 2023
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Sax Wealth Advisors 519k $22M 33% Dec 2023
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HighTower Advisors 506k $22M 100% Dec 2023
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Great Oak Capital Partners 505k $21M 10% Mar 2024
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BCR Wealth Strategies 488k $21M 2% Dec 2023
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Spinnaker Investment Group 455k $19M 10% Mar 2024
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DecisionPoint Financial 432k $18M 9% Dec 2023
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Rise Advisors 430k $18M 3% Mar 2024
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Forum Financial Management 419k $18M -14% Dec 2023
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Fundamentun 417k $18M 100% Mar 2024
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Ruedi Wealth Management 412k $18M 12% Dec 2023
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Beacon Pointe Advisors 404k $17M 13% Dec 2023
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Bank of America Corporation 396k $17M 66% Dec 2023
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Hemington Wealth Management 394k $17M 100% Dec 2023
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CI Private Wealth 378k $16M 15% Dec 2023
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BetterWealth 367k $15M 4% Mar 2024
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Jpmorgan Chase & Co 358k $15M 86% Dec 2023
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Tillman Hartley 323k $14M 6% Dec 2023
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Moller Financial Services 318k $13M 100% Mar 2024
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Financial Synergies Wealth Advisors 316k $13M -72% Mar 2024
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Assetmark 313k $13M -1% Dec 2023
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Graves-Light Private Wealth Management 311k $13M 183% Dec 2023
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Liberty Wealth Management 292k $12M 100% Dec 2023
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Krilogy Financial 290k $12M 11% Dec 2023
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Wealth Enhancement Advisory Services 273k $11M 29% Mar 2024
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Betterment 264k $11M 23% Dec 2023
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FirstPurpose Wealth 264k $11M 11% Mar 2024
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Buckingham Asset Management 246k $10M 80% Dec 2023
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New Capital Management 246k $10M 6% Mar 2024
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Divergent Planning 234k $9.7M -25% Mar 2024
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WMS Partners 228k $9.7M 100% Dec 2023
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Pioneer Wealth Management Group 216k $9.1M 100% Mar 2024
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Vestmark Advisory Solutions 203k $8.6M -83% Dec 2023
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Austin Wealth Management 196k $8.2M -6% Dec 2023
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Sowell Financial Services 189k $8.0M 7% Dec 2023
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Asset Planning Corporation 188k $8.0M 23% Dec 2023
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Sutton Place Investors 187k $7.8M 165% Mar 2024
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Heritage Wealth Management, Inc./Texas 184k $7.8M 100% Dec 2023
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SJS Investment Consulting 180k $7.5M 7% Mar 2024
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Meredith Wealth Planning 175k $7.4M 16% Mar 2024
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PBMares Wealth Management 172k $7.3M 33% Dec 2023
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Wealthsource Partners 170k $7.2M -13% Dec 2023
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Chicago Partners Investment 169k $7.1M -1% Dec 2023
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Concord Wealth Partners 165k $7.0M 16510700% Dec 2023
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FinDec Wealth Services 164k $6.9M 0% Dec 2023
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Collective Family Office 164k $6.9M 29% Mar 2024
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SageView Advisory Group 163k $6.9M 1% Dec 2023
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Ancora Advisors 160k $6.8M -3% Dec 2023
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Physician Wealth Solutions 137k $5.8M 53% Mar 2024
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Hutchens & Kramer Investment Management Group 136k $5.8M -7% Dec 2023
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Aveo Capital Partners 129k $5.4M -3% Dec 2023
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Garrett Investment Advisors 127k $5.3M 3% Mar 2024
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Blume Capital Management 124k $5.3M 46% Dec 2023
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Stifel Financial 122k $5.2M 4% Dec 2023
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Wealthspan Partners 117k $4.9M 7% Dec 2023
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Hill Investment Group Partners 115k $4.9M -10% Dec 2023
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Private Advisor 113k $4.8M 69% Dec 2023
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Annapolis Financial Services 107k $4.5M -27% Mar 2024
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BCU Wealth Advisors 107k $4.5M 100% Dec 2023
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Alpha Financial Advisors 106k $4.5M 14% Dec 2023
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First Ascent Asset Management 104k $4.4M -1% Dec 2023
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Applied Capital 102k $4.3M 12% Mar 2024
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KC Investment Advisors 95k $4.0M -3% Dec 2023
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Royal Bank of Canada 95k $4.0M 78% Dec 2023
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Raymond James & Associates 93k $3.9M 162% Mar 2024
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Crown Wealth Group 90k $3.8M 1% Dec 2023
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Lincoln National 90k $3.8M 10% Dec 2023
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Stratos Wealth Partners 90k $3.8M 27% Mar 2024
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Plan Group Financial 89k $3.8M -41% Dec 2023
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Acorn Wealth Advisors 88k $3.7M 192% Dec 2023
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Regal Wealth Group 88k $3.7M 4% Dec 2023
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EverSource Wealth Advisors 85k $3.6M 14% Dec 2023
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Midwest Heritage Bank 83k $3.5M -1% Dec 2023
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Northwest Wealth Management 82k $3.5M 100% Dec 2023
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Park Avenue Securities 81k $3.4M 0% Mar 2024
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LVZ Advisors 81k $3.4M 6% Mar 2024
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ERn Financial 79k $3.3M 26% Mar 2024
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PFG Advisors 77k $3.3M 21% Dec 2023
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Abel Hall 77k $3.2M 100% Dec 2023
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Bay Harbor Wealth Management 73k $3.1M 15% Mar 2024
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Safeguard Investment Advisory Group 73k $3.1M 13% Dec 2023
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Steward Partners Investment Advisory 60k $2.5M 29% Dec 2023
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Quantum Financial Advisors 59k $2.5M 11% Dec 2023
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Cambridge Investment Research Advisors 59k $2.5M -42% Dec 2023
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Relative Value Partners 58k $2.4M 1% Dec 2023
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Farther Finance Advisors 56k $2.4M 339% Dec 2023
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Heritage Investment Group 56k $2.4M 4% Dec 2023
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Saxony Capital Management 54k $2.3M 100% Dec 2023
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Orion Portfolio Solutions 51k $2.2M -61% Dec 2023
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Firethorn Wealth Partners 47k $2.0M -25% Mar 2024
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Arcadia Wealth Management 46k $1.9M 100% Dec 2023
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SC&H Financial Advisors 45k $1.9M 42% Dec 2023
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Parker Financial 45k $1.9M 52% Mar 2024
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B.O.S.S. Retirement Advisors 44k $1.8M 7% Dec 2023
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Morris Financial Concepts 43k $1.8M 4% Mar 2024
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Forza Wealth Management 43k $1.8M 0% Mar 2024
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Advisor Group Holdings 43k $1.8M 4% Dec 2023
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Acropolis Investment Management 41k $1.7M 7% Mar 2024
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TCP Asset Management 41k $1.7M 9% Mar 2024
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Kuehl Shepherd Kozlowski & Associates 40k $1.7M 230% Dec 2023
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Branch Banking & Trust Company 40k $1.7M -76% Dec 2023
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B&D White Capital Company 38k $1.6M 1% Dec 2023
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RFG Advisory 37k $1.5M -13% Mar 2024
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Smartleaf Asset Management 37k $1.6M 100% Dec 2023
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LexAurum Advisors 36k $1.5M 13% Dec 2023
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Kestra Advisory Services 36k $1.5M 13% Dec 2023
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USAdvisors Wealth Management 36k $1.5M 39% Dec 2023
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Evanson Asset Management 35k $1.5M 100% Mar 2024
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Foster Group 34k $1.4M 100% Mar 2024
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Buckingham Strategic Partners 34k $1.4M 81% Dec 2023
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Mercer Global Advisors 34k $1.4M -37% Dec 2023
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Shearwater Capital 33k $1.4M 13% Mar 2024
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Bridgeworth 33k $1.4M 100% Dec 2023
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Raymond James Financial Services Advisors 32k $1.4M 36% Mar 2024
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AdvisorNet Financial 32k $1.3M 114% Mar 2024
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Chico Wealth RIA 31k $1.3M 0% Mar 2024
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Mariner Wealth Advisors 30k $1.3M 12% Dec 2023
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Creative Planning 30k $1.3M 100% Dec 2023
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D.A. Davidson & Co. 30k $1.3M 0% Dec 2023
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Wealthcare Advisory Partners 29k $1.2M 3% Mar 2024
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Warren Averett Asset Management 28k $1.2M -5% Dec 2023
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Red Lighthouse Investment Management 28k $1.2M 0% Dec 2023
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Bridge Advisory 28k $1.2M -8% Mar 2024
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Who sold out of Dimensional Etf Trust Core Fixed Incom?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Sep 2023 105k $4.2M
Valley Forge Investment Consultants Inc Adv Sep 2023 29k $1.2M