Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEM
- CUSIP Number: 25434v732
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Forum Financial Management | 17M | $553M | 3% | Sep 2025 |
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| Colony | 7.4M | $236M | 14% | Sep 2025 |
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| Buckingham Strategic Partners | 6.0M | $196M | 0% | Sep 2025 |
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| CI Private Wealth | 5.7M | $185M | -13% | Sep 2025 |
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| Sequoia Financial Advisors | 4.9M | $157M | 6% | Sep 2025 |
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| Truepoint | 4.4M | $142M | -1% | Sep 2025 |
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| HighTower Advisors | 3.7M | $118M | 0% | Sep 2025 |
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| Parcion Private Wealth | 2.7M | $88M | -1% | Sep 2025 |
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| Savant Capital Management | 2.6M | $83M | 67% | Sep 2025 |
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| Asset Dedication | 2.6M | $83M | 3% | Sep 2025 |
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| Evensky & Katz | 2.4M | $78M | 0% | Sep 2025 |
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| JMG Financial Group | 2.0M | $66M | 4% | Sep 2025 |
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| Maseco | 2.0M | $64M | 6% | Sep 2025 |
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| RW Investment Management | 2.0M | $63M | 7% | Sep 2025 |
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| LPL Financial | 1.9M | $61M | 5% | Sep 2025 |
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| BKD Wealth Advisors | 1.9M | $61M | 71% | Sep 2025 |
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| Rockwood Wealth Management | 1.9M | $60M | 16% | Sep 2025 |
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| Total Wealth Planning | 1.8M | $59M | 1% | Sep 2025 |
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| Heritage Financial Services | 1.8M | $57M | -2% | Sep 2025 |
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| Awm Capital | 1.8M | $57M | 3% | Sep 2025 |
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| Wealthstream Advisors | 1.5M | $48M | 1% | Sep 2025 |
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| Hill Investment Group Partners | 1.4M | $46M | -1% | Sep 2025 |
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| Bank Of Montreal | 1.4M | $42M | 100% | Jun 2025 |
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| Envestnet Asset Management | 1.4M | $44M | 10% | Sep 2025 |
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| Apella Capital | 1.3M | $43M | -2% | Sep 2025 |
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| EnRich Financial Partners | 1.3M | $41M | 1% | Sep 2025 |
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| Phillips Financial Management | 1.2M | $38M | 6% | Sep 2025 |
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| Great Oak Capital Partners | 1.1M | $36M | 2% | Sep 2025 |
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| Klaas Financial Asset Advisors | 1.1M | $35M | 0% | Sep 2025 |
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| Mosaic Family Wealth Partners | 1.1M | $34M | 1% | Sep 2025 |
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| Oakwell Private Wealth Management | 1.0M | $33M | 2% | Sep 2025 |
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| Brighton Jones | 1.0M | $33M | 6% | Sep 2025 |
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| Miramar Fiduciary Corp | 1.0M | $33M | -3% | Sep 2025 |
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| Resources Investment Advisors | 1.0M | $32M | 0% | Sep 2025 |
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| Kooman & Associates | 1.0M | $32M | 3% | Sep 2025 |
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| Rather & Kittrell | 990k | $32M | 7% | Sep 2025 |
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| Mercer Global Advisors | 966k | $31M | -11% | Sep 2025 |
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| Willow Creek Wealth Management | 962k | $31M | 6% | Sep 2025 |
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| Seaside Wealth Management | 940k | $30M | 1% | Sep 2025 |
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| Rockbridge Investment Management, LCC | 937k | $30M | 3% | Sep 2025 |
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| Monograph Wealth Advisors | 877k | $28M | 16% | Sep 2025 |
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| Your Advocates | 875k | $28M | -1% | Sep 2025 |
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| Betterment | 855k | $27M | 5% | Sep 2025 |
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| Beacon Pointe Advisors | 831k | $27M | 677% | Sep 2025 |
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| Hemington Wealth Management | 819k | $26M | 6% | Sep 2025 |
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| Leading Edge Financial Planning | 779k | $25M | 4% | Sep 2025 |
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| DiNuzzo Private Wealth | 767k | $24M | -1% | Sep 2025 |
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| Syverson Strege & Co | 764k | $25M | -7% | Sep 2025 |
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| Jackson Thornton Asset Management | 738k | $24M | -2% | Sep 2025 |
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| Plan | 711k | $23M | 36% | Sep 2025 |
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| Sensible Money | 708k | $23M | 6% | Sep 2025 |
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| Fundamentun | 707k | $23M | 11% | Sep 2025 |
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| Pinnacle Financial Group, LLC / IL | 684k | $22M | -2% | Sep 2025 |
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| Rs Crum | 683k | $22M | 1% | Sep 2025 |
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| Stordahl Capital Management | 665k | $21M | -1% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 658k | $21M | 26% | Sep 2025 |
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| Integris Wealth Management | 655k | $21M | 1% | Sep 2025 |
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| Premier Financial Group | 636k | $20M | 100% | Sep 2025 |
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| AdvisorNet Financial | 632k | $20M | 4% | Sep 2025 |
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| Eaton-Cambridge | 632k | $20M | 2% | Sep 2025 |
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| Susquehanna International | 619k | $20M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 608k | $20M | 74% | Sep 2025 |
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| Jane Street | 600k | $19M | -36% | Sep 2025 |
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| Jentner | 586k | $17M | 4% | Jun 2025 |
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| Commonwealth Equity Services | 578k | $19M | 2% | Sep 2025 |
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| BCR Wealth Strategies | 563k | $18M | 0% | Sep 2025 |
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| Evanson Asset Management | 563k | $18M | 7% | Sep 2025 |
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| Capstone Capital Wealth Advisors | 544k | $17M | 4% | Sep 2025 |
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| Sageworth Trust Company | 542k | $17M | -1% | Sep 2025 |
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| Private Wealth Management Group | 542k | $17M | 5% | Sep 2025 |
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| Planning Center | 537k | $17M | 0% | Sep 2025 |
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| Ballentine Capital Advisors | 533k | $17M | 1% | Sep 2025 |
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| Heritage Investment Group | 527k | $17M | 5% | Sep 2025 |
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| Cambridge Financial Group | 524k | $17M | 100% | Sep 2025 |
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| von Borstel & Associates | 514k | $17M | 1% | Sep 2025 |
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| Schoolcraft Capital | 514k | $17M | -4% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 510k | $16M | 6% | Sep 2025 |
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| Aspen Capital Management | 506k | $16M | 9% | Sep 2025 |
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| Keb Asset Management | 505k | $16M | 6% | Sep 2025 |
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| Flagstone Financial Management | 504k | $16M | -1% | Sep 2025 |
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| Leonard Rickey Investment Advisors P | 495k | $16M | 0% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 495k | $16M | 5% | Sep 2025 |
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| Peirce Capital Management | 495k | $16M | 3% | Sep 2025 |
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| Vestmark Advisory Solutions | 492k | $16M | -48% | Sep 2025 |
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| Emprise Bank | 480k | $15M | 5% | Sep 2025 |
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| Equita Financial Network | 467k | $15M | 2% | Sep 2025 |
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| Verisail Partners | 465k | $15M | -1% | Sep 2025 |
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| Symmetry Partner | 464k | $15M | 8% | Sep 2025 |
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| Citadel Advisors | 460k | $15M | -14% | Sep 2025 |
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| Creative Planning | 444k | $14M | 173% | Sep 2025 |
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| Squire Investment Management Company | 441k | $14M | 5% | Sep 2025 |
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| Kondo Wealth Advisors | 437k | $14M | 5% | Sep 2025 |
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| Straight Path Wealth Management | 422k | $14M | 9% | Sep 2025 |
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| Greenspring Advisors | 422k | $14M | 21% | Sep 2025 |
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| BFSG | 419k | $13M | -3% | Sep 2025 |
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| Goss Wealth Management | 417k | $13M | -16% | Sep 2025 |
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| Hassell Wealth Management | 412k | $13M | 1% | Sep 2025 |
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| Cardiff Park Advisors | 411k | $13M | 2% | Sep 2025 |
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| Henrickson Nauta Wealth Advisors | 390k | $13M | 4% | Sep 2025 |
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| DecisionPoint Financial | 386k | $13M | 10% | Sep 2025 |
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| Old Mission Capital | 379k | $12M | -13% | Sep 2025 |
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| Cravens & Co Advisors | 374k | $12M | 0% | Sep 2025 |
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| Discipline Wealth Solutions | 370k | $12M | 20% | Sep 2025 |
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| New Dimensions Wealth Management | 368k | $12M | -6% | Sep 2025 |
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| Delap Wealth Advisory | 365k | $12M | 4% | Sep 2025 |
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| Physician Wealth Solutions | 365k | $12M | 0% | Sep 2025 |
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| Financial Symmetry | 364k | $11M | 6% | Jun 2025 |
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| Watchman Group | 344k | $11M | -2% | Sep 2025 |
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| BCU Wealth Advisors | 340k | $11M | 3% | Sep 2025 |
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| JGP Wealth Management | 337k | $11M | -1% | Sep 2025 |
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| Kaufman Rossin Wealth | 334k | $11M | 4% | Sep 2025 |
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| Krilogy Financial | 334k | $11M | 4% | Sep 2025 |
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| Blume Capital Management | 333k | $11M | 0% | Sep 2025 |
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| Vannoy Advisory Group | 329k | $11M | -2% | Sep 2025 |
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| Trust Co of the South | 323k | $10M | 2% | Sep 2025 |
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| Brady Martz Wealth Solutions | 322k | $10M | 2% | Sep 2025 |
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| Mills Wealth Advisors | 317k | $10M | 1% | Sep 2025 |
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| Level Financial Advisors | 314k | $10M | 15% | Sep 2025 |
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| Cambridge Investment Research Advisors | 313k | $10M | 5% | Sep 2025 |
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| Family Wealth Partners | 312k | $10M | -1% | Sep 2025 |
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| My Personal CFO | 301k | $9.7M | 100% | Sep 2025 |
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| Foundation Wealth Management | 301k | $9.7M | 17% | Sep 2025 |
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| Guardian Partners | 300k | $9.6M | -29% | Sep 2025 |
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| Hanson McClain Advisors | 300k | $9.6M | 25% | Sep 2025 |
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| Burk Holdings | 297k | $9.5M | 4% | Sep 2025 |
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| Timonier Family Office | 291k | $9.3M | 11% | Sep 2025 |
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| HTG Investment Advisors | 284k | $9.1M | 2% | Sep 2025 |
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| Mattern Wealth Management | 282k | $9.1M | -1% | Sep 2025 |
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| Ruedi Wealth Management | 282k | $9.0M | 5% | Sep 2025 |
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| HMV Wealth Advisors | 277k | $8.9M | 24% | Sep 2025 |
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| Northwest Wealth Management | 276k | $8.8M | 1% | Sep 2025 |
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| Mach-1 Financial Group | 271k | $8.7M | 100% | Sep 2025 |
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| Mml Investors Services | 264k | $8.5M | -39% | Sep 2025 |
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| United Wealth Management | 263k | $8.4M | 1% | Sep 2025 |
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| Integrated Wealth Concepts | 262k | $8.4M | 64% | Sep 2025 |
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| Keyvantage Wealth | 260k | $8.3M | 1% | Sep 2025 |
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| Bridge Generations Wealth Management | 259k | $8.3M | -23% | Sep 2025 |
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| Hippocratic Financial Advisors | 257k | $8.2M | 1% | Sep 2025 |
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| Menora Mivtachim Holdings | 257k | $8.2M | 100% | Sep 2025 |
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| Tillman Hartley | 255k | $8.2M | 0% | Sep 2025 |
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| Integrity Alliance | 255k | $8.2M | 1% | Sep 2025 |
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| American Investment Services | 255k | $8.2M | 4% | Sep 2025 |
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| Tilson Financial Group | 253k | $8.1M | 10% | Sep 2025 |
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| Hurlow Wealth Management Group | 248k | $7.9M | 67% | Sep 2025 |
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| Prospect Financial Group | 247k | $7.9M | -1% | Sep 2025 |
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| Advisor Group Holdings | 247k | $7.9M | 18% | Sep 2025 |
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| SwitchPoint Financial Planning | 247k | $7.9M | 6% | Sep 2025 |
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| BCO Wealth Management | 246k | $7.9M | 4% | Sep 2025 |
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| Fortitude Family Office | 240k | $7.7M | 25% | Sep 2025 |
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| One Degree Advisors | 240k | $7.7M | 20% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 587k | $17M |