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
CFS Investment Advisory Services 115k $4.7M 91% Sep 2022
Jane Street 2.2M $90M 100% Sep 2022
WPWealth 1.6M $66M 100% Dec 2022
Hanson McClain Advisors 1.0M $42M 16% Dec 2022
Market Street Wealth Management Advisors 750k $31M 20% Dec 2022
Ullmann Financial 547k $22M 37% Sep 2022
Forum Financial Management 535k $22M 131% Dec 2022
BCR Wealth Strategies 449k $19M 123% Dec 2022
Rise Advisors 424k $18M 40% Dec 2022
Relaxing Retirement Coach 415k $17M 21% Dec 2022
Spinnaker Investment Group 375k $16M -1% Dec 2022

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Pure Financial Advisors 365k $15M -75% Dec 2022
RCS Financial Planning 358k $15M 100% Dec 2022
BetterWealth 332k $14M 1% Dec 2022
Creative Capital Management Investments 313k $13M 100% Dec 2022
Triad Financial Advisors 266k $11M 17% Sep 2022
AE Wealth Management 190k $7.9M 48% Dec 2022
Phillips Financial Management 170k $7.0M 45% Dec 2022
Wealthsource Partners 169k $6.9M -11% Sep 2022
Chicago Partners Investment 166k $6.7M 100% Sep 2022
Apella Capital 152k $6.3M 124% Dec 2022
FinDec Wealth Services 135k $5.6M 100% Dec 2022
TCP Asset Management 135k $5.6M 100% Dec 2022
FirstPurpose Wealth 83k $3.5M 43% Dec 2022
Sowell Financial Services 76k $3.1M 100% Sep 2022
Beta Wealth 69k $2.8M -23% Sep 2022
PBMares Wealth Management 69k $2.9M -27% Dec 2022
Global Trust Asset Management 63k $2.6M -34% Sep 2022
Quantum Financial Advisors 56k $2.3M 100% Dec 2022
Garrett Investment Advisors 50k $2.1M 58% Dec 2022
Collective Family Office 49k $2.0M 233% Dec 2022
Sax Wealth Advisors 47k $1.9M 33% Sep 2022
Midwest Heritage Bank 44k $1.8M -7% Sep 2022
Drive Wealth Management 43k $1.8M 43% Dec 2022
Wolff Wiese Magana 42k $1.7M 5% Sep 2022
Applied Capital 39k $1.6M 36% Sep 2022
Dynamic Advisors Solutions 38k $1.6M 100% Dec 2022
Acropolis Investment Management 35k $1.5M -57% Dec 2022
Chico Wealth RIA 35k $1.5M 19% Dec 2022
Bridge Advisory 32k $1.3M -51% Dec 2022
Firethorn Wealth Partners 29k $1.2M 16% Sep 2022
Kestra Advisory Services 28k $1.2M 97% Dec 2022
D.A. Davidson & Co. 28k $1.1M 100% Sep 2022
LVZ Advisors 27k $1.1M 31% Dec 2022
Hutchens & Kramer Investment Management Group 26k $1.1M 100% Dec 2022
EverSource Wealth Advisors 25k $1.3M 86% Sep 2022
Krilogy Financial 24k $973k 24% Sep 2022
Strategic Wealth Advisors 24k $972k 100% Sep 2022
WESPAC Advisors SoCal 22k $907k 100% Dec 2022
SC&H Financial Advisors 21k $845k 38% Sep 2022
Five Oceans Advisors 21k $853k 23% Dec 2022
Cambridge Investment Research Advisors 20k $799k 100% Sep 2022
IFG Advisory 19k $800k 100% Dec 2022
Van Hulzen Asset Management 19k $774k 25% Sep 2022
Onyx Financial Advisors 19k $777k 100% Dec 2022
Keel Point 19k $771k 100% Dec 2022
Great Valley Advisor Group 16k $644k 14% Sep 2022
Orion Portfolio Solutions 13k $538k -12% Sep 2022
Mattern Wealth Management 13k $528k 100% Sep 2022
Raymond James Trust 13k $513k 0% Sep 2022
Shearwater Capital 12k $490k 10% Sep 2022
PFG Advisors 11k $437k 41% Dec 2022
Tortoise Investment Management 9.6k $391k -10% Sep 2022
Align Wealth Management 9.5k $388k 100% Dec 2022
Acorn Wealth Advisors 9.3k $380k -3% Sep 2022
Beacon Financial Advisory 8.4k $347k 100% Dec 2022
Geometric Wealth Advisors 7.5k $310k 9% Dec 2022
Orion Capital Management 7.3k $305k 138% Dec 2022
Baker Tilly Financial 6.8k $281k 0% Dec 2022
UMA Financial Services 6.4k $273k 100% Dec 2022
Private Advisor 6.2k $256k 100% Sep 2022
Annapolis Financial Services 6.2k $256k 100% Dec 2022
Cardiff Park Advisors 6.0k $244k -15% Sep 2022
Mutual Advisors 5.5k $229k 0% Dec 2022
Andrews, Lucia Wealth Management 5.5k $225k 100% Sep 2022
Sutton Place Investors 5.4k $224k -14% Dec 2022
IFP Advisors 4.6k $232k 27% Sep 2022
Spire Wealth Management 2.3k $93k 100% Sep 2022
Bay Harbor Wealth Management 2.2k $91k 836% Dec 2022
Creative Financial Designs 501.00 $20k 100% Sep 2022
CWM 281.00 $11k 2% Sep 2022
AdvisorNet Financial 92.00 $3.8k 0% Dec 2022
Beacon Capital Management 78.00 $3.2k 100% Dec 2022
Concord Wealth Partners 3.00 $117.999900 100% Dec 2022
Castle Wealth Management 1.00 $0 100% Sep 2022
FMR 1.00 $0 100% Sep 2022

Who sold out of Dimensional Etf Trust Core Fixed Incom?

Fund or Company Name Date Sold Shares Held Valued At
Crown Wealth Group Jun 2022 156k $6.8M
Renaissance Technologies Jun 2022 14k $628k
Transcend Wealth Collective Sep 2022 5.4k $220k