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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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 |
|---|---|---|---|---|---|
| Forum Financial Management | 16M | $438M | 3% | Sep 2024 |
|
| CI Private Wealth | 5.8M | $162M | 6% | Sep 2024 |
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| Colony | 4.7M | $132M | 100% | Sep 2024 |
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| Truepoint | 4.4M | $125M | 5% | Sep 2024 |
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| HighTower Advisors | 4.0M | $106M | 2% | Jun 2024 |
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| Buckingham Asset Management | 4.0M | $106M | 25% | Jun 2024 |
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| Buckingham Strategic Partners | 4.0M | $111M | 46% | Sep 2024 |
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| Parcion Private Wealth | 2.6M | $74M | 7% | Sep 2024 |
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| Asset Dedication | 2.4M | $67M | 8% | Sep 2024 |
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| Heritage Financial Services | 2.3M | $66M | 4% | Sep 2024 |
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| Evensky & Katz | 2.3M | $64M | 4% | Sep 2024 |
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| Carlson Capital Management | 2.2M | $63M | 11% | Sep 2024 |
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| BKD Wealth Advisors | 1.9M | $51M | 2% | Jun 2024 |
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| RW Investment Management | 1.7M | $49M | 3% | Sep 2024 |
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| Hill Investment Group Partners | 1.6M | $42M | 3% | Jun 2024 |
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| JMG Financial Group | 1.5M | $44M | 17% | Sep 2024 |
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| Total Wealth Planning | 1.5M | $43M | 8% | Sep 2024 |
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| LPL Financial | 1.4M | $39M | 9% | Sep 2024 |
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| Wealthstream Advisors | 1.4M | $39M | 113% | Sep 2024 |
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| Awm Capital | 1.2M | $32M | 5% | Jun 2024 |
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| Sequoia Financial Advisors | 1.2M | $33M | 9% | Sep 2024 |
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| Savant Capital Management | 1.2M | $33M | -9% | Sep 2024 |
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| EnRich Financial Partners | 1.1M | $32M | 5% | Sep 2024 |
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| Oakwell Private Wealth Management | 1.1M | $32M | -5% | Sep 2024 |
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| Apella Capital | 1.1M | $32M | 8% | Sep 2024 |
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| Jane Street | 1.1M | $31M | -41% | Sep 2024 |
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| Miramar Fiduciary Corp | 1.1M | $31M | 100% | Sep 2024 |
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| Envestnet Asset Management | 1.0M | $29M | 70% | Sep 2024 |
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| Great Oak Capital Partners | 988k | $28M | 4% | Sep 2024 |
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| Rockwood Wealth Management | 981k | $28M | 17% | Sep 2024 |
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| Klaas Financial Asset Advisors | 966k | $27M | 3% | Sep 2024 |
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| Resources Investment Advisors | 940k | $27M | 75% | Sep 2024 |
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| Mosaic Family Wealth Partners | 924k | $25M | 5% | Jun 2024 |
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| Kooman & Associates | 895k | $25M | 5% | Sep 2024 |
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| Your Advocates | 853k | $24M | 3% | Sep 2024 |
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| Seaside Wealth Management | 810k | $23M | 8% | Sep 2024 |
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| DiNuzzo Private Wealth | 757k | $21M | 1% | Sep 2024 |
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| Monograph Wealth Advisors | 756k | $20M | 37% | Jun 2024 |
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| Rather & Kittrell | 724k | $20M | 9% | Sep 2024 |
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| Brighton Jones | 708k | $20M | 3% | Sep 2024 |
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| Phillips Financial Management | 681k | $19M | 11% | Sep 2024 |
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| Pinnacle Financial Group, LLC / IL | 680k | $19M | -1% | Sep 2024 |
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| Stordahl Capital Management | 669k | $19M | 0% | Sep 2024 |
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| Fundamentun | 650k | $18M | 18% | Sep 2024 |
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| Syverson Strege & Co | 624k | $18M | -5% | Sep 2024 |
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| Leading Edge Financial Planning | 616k | $17M | 15% | Sep 2024 |
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| Rs Crum | 606k | $17M | 9% | Sep 2024 |
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| Schoolcraft Capital | 605k | $17M | 12% | Sep 2024 |
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| BetterWealth | 596k | $17M | 3% | Sep 2024 |
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| Bank of America Corporation | 595k | $17M | 14% | Sep 2024 |
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| Integris Wealth Management | 594k | $17M | 3% | Sep 2024 |
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| Jackson Thornton Asset Management | 553k | $16M | 51% | Sep 2024 |
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| SRS Capital Advisors | 552k | $16M | 2% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 542k | $15M | 133% | Sep 2024 |
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| Sensible Money | 540k | $15M | 8% | Sep 2024 |
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| Commonwealth Equity Services | 534k | $15M | 1% | Sep 2024 |
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| Ballentine Capital Advisors | 510k | $14M | 1% | Sep 2024 |
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| Planning Center | 506k | $14M | 1% | Sep 2024 |
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| Jentner | 504k | $14M | 5% | Jun 2024 |
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| AdvisorNet Financial | 484k | $14M | 14% | Sep 2024 |
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| Flagstone Financial Management | 482k | $14M | 8% | Sep 2024 |
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| Eaton-Cambridge | 482k | $14M | 4% | Sep 2024 |
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| BCR Wealth Strategies | 480k | $14M | 6% | Sep 2024 |
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| Capstone Capital Wealth Advisors | 479k | $14M | 0% | Sep 2024 |
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| Mml Investors Services | 475k | $13M | 18% | Sep 2024 |
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| Mercer Global Advisors | 468k | $13M | -12% | Jun 2024 |
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| Austin Wealth Management | 456k | $13M | -4% | Sep 2024 |
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| Mariner Wealth Advisors | 455k | $13M | 5% | Sep 2024 |
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| BFSG | 448k | $13M | -1% | Sep 2024 |
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| Sageworth Trust Company | 446k | $13M | 5% | Sep 2024 |
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| Equita Financial Network | 439k | $12M | 13% | Sep 2024 |
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| Heritage Investment Group | 434k | $12M | 8% | Sep 2024 |
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| Evanson Asset Management | 433k | $12M | 1% | Sep 2024 |
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| Peirce Capital Management | 432k | $12M | 2% | Sep 2024 |
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| Goss Wealth Management | 424k | $11M | -6% | Jun 2024 |
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| Waypoint Capital Advisors | 413k | $12M | 88% | Sep 2024 |
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| Private Wealth Management Group | 412k | $12M | 17% | Sep 2024 |
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| Guardian Capital Advisors | 400k | $11M | 51% | Sep 2024 |
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| Advisory Services & Investments | 385k | $11M | -6% | Sep 2024 |
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| JGP Wealth Management | 381k | $11M | 2% | Sep 2024 |
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| Physician Wealth Solutions | 379k | $10M | 10% | Sep 2024 |
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| Hassell Wealth Management | 372k | $10M | 10% | Sep 2024 |
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| Watchman Group | 362k | $10M | 1% | Sep 2024 |
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| Vestmark Advisory Solutions | 349k | $9.3M | 15% | Jun 2024 |
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| Cravens & Co Advisors | 349k | $9.8M | -2% | Sep 2024 |
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| Mattern Wealth Management | 348k | $9.8M | 216% | Sep 2024 |
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| Keb Asset Management | 339k | $9.5M | 10% | Sep 2024 |
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| Greenspring Advisors | 336k | $9.4M | 7% | Sep 2024 |
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| Emprise Bank | 330k | $9.3M | 12% | Sep 2024 |
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| Vannoy Advisory Group | 324k | $9.1M | 1% | Sep 2024 |
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| Peapack Gladstone Financial Corp | 319k | $9.0M | 11% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 315k | $8.9M | -38% | Sep 2024 |
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| Financial Symmetry | 304k | $8.6M | 5% | Sep 2024 |
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| Straight Path Wealth Management | 303k | $8.5M | 9% | Sep 2024 |
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| Blume Capital Management | 302k | $8.5M | 1% | Sep 2024 |
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| Delap Wealth Advisory | 288k | $8.1M | -46% | Sep 2024 |
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| Squire Investment Management Company | 281k | $7.9M | 25% | Sep 2024 |
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| HTG Investment Advisors | 276k | $7.8M | 5% | Sep 2024 |
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| Tillman Hartley | 273k | $7.7M | 19% | Sep 2024 |
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| Cardiff Park Advisors | 269k | $7.2M | 2% | Jun 2024 |
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| Krilogy Financial | 268k | $7.6M | 3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 266k | $7.5M | 8% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 266k | $7.5M | 5% | Sep 2024 |
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| Ruedi Wealth Management | 253k | $7.1M | 10% | Sep 2024 |
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| Ark & Tlk Investments | 253k | $7.1M | 0% | Sep 2024 |
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| Discipline Wealth Solutions | 249k | $7.0M | 17% | Sep 2024 |
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| von Borstel & Associates | 245k | $6.9M | 100% | Sep 2024 |
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| Liberty Wealth Management | 242k | $6.8M | -44% | Sep 2024 |
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| DecisionPoint Financial | 236k | $6.6M | 15% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 233k | $6.6M | 263% | Sep 2024 |
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| American Investment Services | 229k | $6.1M | -1% | Jun 2024 |
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| Family Wealth Partners | 229k | $6.4M | 3% | Sep 2024 |
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| Client 1st Advisory Group | 221k | $5.9M | 6% | Jun 2024 |
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| Mills Wealth Advisors | 214k | $6.0M | 13% | Sep 2024 |
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| Studio Investment Management | 213k | $6.0M | 10% | Sep 2024 |
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| Fortitude Family Office | 209k | $5.9M | 11% | Sep 2024 |
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| O'Connor Financial Group | 204k | $5.7M | 7% | Sep 2024 |
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| BCU Wealth Advisors | 203k | $5.7M | 19% | Sep 2024 |
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| Gradient Capital Advisors | 201k | $5.7M | 8% | Sep 2024 |
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| Quarry Hill Advisors | 197k | $5.5M | -12% | Sep 2024 |
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| VeraBank | 194k | $5.5M | 1% | Sep 2024 |
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| Putnam Fl Investment Management | 194k | $5.4M | -51% | Sep 2024 |
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| Enzi Wealth | 184k | $5.2M | 6% | Sep 2024 |
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| Level Financial Advisors | 182k | $5.1M | 23% | Sep 2024 |
|
| Lutz Financial Services | 181k | $5.1M | 5% | Sep 2024 |
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| Jpmorgan Chase & Co | 176k | $5.0M | -78% | Sep 2024 |
|
| Tilson Financial Group | 167k | $4.5M | 0% | Sep 2024 |
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| Morgan Stanley | 165k | $4.4M | 14% | Jun 2024 |
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| SC&H Financial Advisors | 165k | $4.6M | 7% | Sep 2024 |
|
| North Ridge Wealth Advisors | 160k | $4.3M | 2% | Jun 2024 |
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| JNBA Financial Advisors | 159k | $4.5M | -15% | Sep 2024 |
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| One Degree Advisors | 159k | $4.5M | 5% | Sep 2024 |
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| PBMares Wealth Management | 158k | $4.4M | 9% | Sep 2024 |
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| Branch Banking & Trust Company | 158k | $4.2M | 5% | Jun 2024 |
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| Rehmann Capital Advisory | 157k | $4.5M | 2% | Sep 2024 |
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| Versant Capital Management | 150k | $4.2M | -21% | Sep 2024 |
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| Creative Planning | 149k | $4.2M | 6% | Sep 2024 |
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| Passive Capital Management | 146k | $4.1M | 5% | Sep 2024 |
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| Simplicity Wealth | 142k | $4.0M | -73% | Sep 2024 |
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| Waypoint Wealth Partners | 137k | $3.8M | 4% | Sep 2024 |
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| Leonard Rickey Investment Advisors P | 136k | $3.8M | 1% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 132k | $3.7M | 79% | Sep 2024 |
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| Davenport & Co | 131k | $3.7M | 6% | Sep 2024 |
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| Savvy Advisors | 124k | $3.5M | 100% | Sep 2024 |
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| SJS Investment Consulting | 122k | $3.4M | -1% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 120k | $3.4M | 23% | Sep 2024 |
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| LifeGuide Financial Advisors | 119k | $3.3M | 10% | Sep 2024 |
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| Bridgewater Advisors | 116k | $3.2M | 6% | Sep 2024 |
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| Hemington Wealth Management | 115k | $3.1M | 179% | Jun 2024 |
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| Kestra Advisory Services | 102k | $2.9M | -13% | Sep 2024 |
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| Grand Wealth Management | 100k | $2.8M | -18% | Sep 2024 |
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| Signature Resources Capital Management | 97k | $2.7M | -31% | Sep 2024 |
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| Flow Traders US | 85k | $2.4M | -59% | Sep 2024 |
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| True Wealth Design | 18k | $512k | -90% | Sep 2024 |
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