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 | $403M | 2% | Mar 2024 |
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| CI Private Wealth | 5.1M | $129M | 9% | Mar 2024 |
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| Truepoint | 4.1M | $104M | 21% | Mar 2024 |
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| HighTower Advisors | 3.9M | $99M | -3% | Mar 2024 |
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| Parcion Private Wealth | 3.5M | $89M | 4% | Mar 2024 |
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| Buckingham Asset Management | 3.2M | $81M | 70% | Mar 2024 |
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| Buckingham Strategic Partners | 2.7M | $69M | 121% | Mar 2024 |
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| Heritage Financial Services | 2.2M | $60M | 3% | Jun 2024 |
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| Evensky & Katz | 2.1M | $54M | 4% | Mar 2024 |
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| Asset Dedication | 2.0M | $52M | 8% | Mar 2024 |
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| Carlson Capital Management | 2.0M | $54M | 4% | Jun 2024 |
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| BKD Wealth Advisors | 1.9M | $47M | 4% | Mar 2024 |
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| Jane Street | 1.7M | $44M | 365% | Mar 2024 |
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| RW Investment Management | 1.6M | $42M | 3% | Mar 2024 |
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| Hill Investment Group Partners | 1.5M | $39M | 0% | Mar 2024 |
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| Total Wealth Planning | 1.3M | $34M | 6% | Mar 2024 |
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| JMG Financial Group | 1.2M | $30M | 18% | Mar 2024 |
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| Awm Capital | 1.1M | $29M | 2% | Mar 2024 |
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| Oakwell Private Wealth Management | 1.1M | $28M | 15% | Mar 2024 |
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| Sequoia Financial Advisors | 1.1M | $29M | 12% | Jun 2024 |
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| EnRich Financial Partners | 1.1M | $27M | 100% | Mar 2024 |
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| Your Advocates | 1.0M | $27M | -8% | Mar 2024 |
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| Apella Capital | 1.0M | $28M | 12% | Jun 2024 |
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| LPL Financial | 984k | $25M | 100% | Mar 2024 |
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| Empowered Funds | 886k | $23M | 100% | Mar 2024 |
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| Mosaic Family Wealth Partners | 878k | $22M | 13% | Mar 2024 |
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| Kooman & Associates | 832k | $21M | 5% | Mar 2024 |
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| Great Oak Capital Partners | 825k | $21M | 17% | Mar 2024 |
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| Bank Of Montreal | 814k | $21M | 41% | Mar 2024 |
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| DiNuzzo Private Wealth | 752k | $19M | 1% | Mar 2024 |
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| Seaside Wealth Management | 752k | $19M | 3% | Mar 2024 |
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| Rockwood Wealth Management | 707k | $18M | 43% | Mar 2024 |
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| Stordahl Capital Management | 666k | $18M | 1% | Jun 2024 |
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| Pinnacle Financial Group, LLC / IL | 661k | $17M | 100% | Mar 2024 |
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| Savant Capital Management | 638k | $16M | -18% | Mar 2024 |
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| Wealthstream Advisors | 633k | $16M | 0% | Mar 2024 |
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| Brighton Jones | 610k | $16M | 100% | Mar 2024 |
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| Betterment | 604k | $15M | 254% | Mar 2024 |
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| Rather & Kittrell | 601k | $15M | 13% | Mar 2024 |
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| Integris Wealth Management | 579k | $16M | -9% | Jun 2024 |
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| BetterWealth | 579k | $16M | 3% | Jun 2024 |
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| Syverson Strege & Co | 568k | $15M | 4% | Mar 2024 |
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| Phillips Financial Management | 555k | $14M | 22% | Mar 2024 |
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| Monograph Wealth Advisors | 553k | $14M | 13% | Mar 2024 |
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| Fundamentun | 552k | $15M | 38% | Jun 2024 |
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| SRS Capital Advisors | 549k | $14M | 2% | Mar 2024 |
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| Envestnet Asset Management | 536k | $14M | 100% | Mar 2024 |
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| Mercer Global Advisors | 535k | $14M | -3% | Mar 2024 |
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| Simplicity Wealth | 531k | $14M | 100% | Jun 2024 |
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| Leading Edge Financial Planning | 527k | $13M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 523k | $13M | 5% | Mar 2024 |
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| Resources Investment Advisors | 509k | $13M | 100% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 508k | $13M | 100% | Mar 2024 |
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| Planning Center | 490k | $13M | 7% | Mar 2024 |
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| Ballentine Capital Advisors | 484k | $12M | 4% | Mar 2024 |
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| Austin Wealth Management | 483k | $13M | -2% | Mar 2024 |
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| Jentner | 479k | $12M | 6% | Mar 2024 |
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| Capstone Capital Wealth Advisors | 477k | $13M | 1% | Jun 2024 |
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| Rs Crum | 473k | $12M | 31% | Mar 2024 |
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| BFSG | 472k | $12M | -1% | Mar 2024 |
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| Eaton-Cambridge | 463k | $12M | 4% | Jun 2024 |
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| Goss Wealth Management | 450k | $12M | 100% | Mar 2024 |
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| Flagstone Financial Management | 446k | $12M | 13% | Jun 2024 |
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| Schoolcraft Capital | 428k | $11M | 12% | Mar 2024 |
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| Evanson Asset Management | 428k | $11M | 11% | Jun 2024 |
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| Sageworth Trust Company | 427k | $11M | 12% | Jun 2024 |
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| AdvisorNet Financial | 425k | $11M | 2% | Jun 2024 |
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| Bank of America Corporation | 424k | $11M | 73% | Mar 2024 |
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| Peirce Capital Management | 423k | $11M | 11% | Jun 2024 |
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| Mariner Wealth Advisors | 422k | $11M | 6% | Mar 2024 |
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| BCR Wealth Strategies | 420k | $11M | 3% | Mar 2024 |
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| Sensible Money | 413k | $11M | 10% | Mar 2024 |
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| Heritage Investment Group | 403k | $11M | 7% | Jun 2024 |
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| Advisory Services & Investments | 399k | $10M | 100% | Mar 2024 |
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| JGP Wealth Management | 372k | $10M | 1% | Jun 2024 |
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| Equita Financial Network | 355k | $9.0M | 130% | Mar 2024 |
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| Watchman Group | 352k | $9.0M | 100% | Mar 2024 |
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| Private Wealth Management Group | 351k | $9.0M | 18% | Mar 2024 |
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| Physician Wealth Solutions | 346k | $9.3M | 19% | Jun 2024 |
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| Mml Investors Services | 343k | $8.7M | 54% | Mar 2024 |
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| Cravens & Co Advisors | 337k | $8.6M | 1% | Mar 2024 |
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| Vannoy Advisory Group | 320k | $8.5M | 0% | Jun 2024 |
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| Hassell Wealth Management | 313k | $7.9M | 3% | Mar 2024 |
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| Greenspring Advisors | 312k | $8.3M | 10% | Jun 2024 |
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| Keb Asset Management | 309k | $8.3M | 5% | Jun 2024 |
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| Royal Bank of Canada | 305k | $7.8M | 83% | Mar 2024 |
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| Vestmark Advisory Solutions | 303k | $7.7M | 15% | Mar 2024 |
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| Blume Capital Management | 299k | $7.6M | 1% | Mar 2024 |
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| Financial Symmetry | 290k | $7.8M | 9% | Jun 2024 |
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| Cardiff Park Advisors | 265k | $6.8M | 1% | Mar 2024 |
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| Guardian Capital Advisors | 264k | $6.7M | 1179% | Mar 2024 |
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| Emprise Bank | 262k | $6.7M | 100% | Mar 2024 |
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| Krilogy Financial | 261k | $7.0M | 15% | Jun 2024 |
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| Peapack Gladstone Financial Corp | 259k | $6.6M | 100% | Mar 2024 |
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| HTG Investment Advisors | 257k | $6.5M | 11% | Mar 2024 |
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| Delap Wealth Advisory | 257k | $6.5M | 10% | Mar 2024 |
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| Straight Path Wealth Management | 247k | $6.3M | 10% | Mar 2024 |
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| Ark & Tlk Investments | 240k | $6.1M | -5% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 239k | $6.1M | 16% | Mar 2024 |
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| Liberty Wealth Management | 236k | $6.0M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 232k | $5.9M | 17% | Mar 2024 |
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| American Investment Services | 231k | $5.9M | 61% | Mar 2024 |
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| Tillman Hartley | 230k | $5.9M | 1% | Mar 2024 |
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| Ruedi Wealth Management | 230k | $6.1M | 15% | Jun 2024 |
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| Family Wealth Partners | 221k | $5.9M | 14% | Jun 2024 |
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| Waypoint Capital Advisors | 220k | $5.9M | 80% | Jun 2024 |
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| Rockbridge Investment Management, LCC | 217k | $5.5M | 12% | Mar 2024 |
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| Client 1st Advisory Group | 208k | $5.3M | 100% | Mar 2024 |
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| Quarry Hill Advisors | 203k | $5.2M | 8% | Mar 2024 |
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| Discipline Wealth Solutions | 195k | $5.0M | 13% | Mar 2024 |
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| VeraBank | 192k | $5.1M | 4% | Jun 2024 |
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| Versant Capital Management | 189k | $5.1M | 482% | Jun 2024 |
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| JNBA Financial Advisors | 188k | $5.0M | -12% | Jun 2024 |
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| Fortitude Family Office | 188k | $5.0M | 66% | Jun 2024 |
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| True Wealth Design | 188k | $4.8M | 0% | Mar 2024 |
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| O'Connor Financial Group | 187k | $4.8M | 100% | Mar 2024 |
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| Gradient Capital Advisors | 187k | $5.0M | 4% | Jun 2024 |
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| Studio Investment Management | 182k | $4.6M | 19% | Mar 2024 |
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| Mills Wealth Advisors | 178k | $4.5M | 6% | Mar 2024 |
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| Enzi Wealth | 173k | $4.7M | 4% | Jun 2024 |
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| Tilson Financial Group | 167k | $4.5M | 22% | Jun 2024 |
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| Grand Wealth Management | 165k | $4.2M | 2% | Mar 2024 |
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| Lutz Financial Services | 164k | $4.2M | 19% | Mar 2024 |
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| North Ridge Wealth Advisors | 156k | $4.0M | 8% | Mar 2024 |
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| Rehmann Capital Advisory | 152k | $3.9M | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 150k | $3.8M | 3% | Mar 2024 |
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| BCU Wealth Advisors | 149k | $3.8M | 22% | Mar 2024 |
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| Level Financial Advisors | 148k | $4.0M | 31% | Jun 2024 |
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| SC&H Financial Advisors | 146k | $3.7M | 6% | Mar 2024 |
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| PBMares Wealth Management | 145k | $3.9M | 17% | Jun 2024 |
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| Morgan Stanley | 145k | $3.8M | 100% | Mar 2024 |
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| Signature Resources Capital Management | 141k | $3.8M | 3% | Jun 2024 |
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| One Degree Advisors | 141k | $3.6M | 1% | Mar 2024 |
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| Jackson Thornton Asset Management | 140k | $3.6M | 78% | Mar 2024 |
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| DecisionPoint Financial | 134k | $3.5M | 63% | Mar 2024 |
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| Creative Planning | 134k | $3.4M | 4% | Mar 2024 |
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| Leonard Rickey Investment Advisors P | 134k | $3.6M | 1% | Jun 2024 |
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| Waypoint Wealth Partners | 132k | $3.5M | -24% | Jun 2024 |
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| SJS Investment Consulting | 124k | $3.3M | 2% | Jun 2024 |
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| Beacon Pointe Advisors | 116k | $2.9M | -6% | Mar 2024 |
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| Kestra Advisory Services | 115k | $2.9M | -17% | Mar 2024 |
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| Apollon Wealth Management | 115k | $3.1M | -5% | Jun 2024 |
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| Waterfront Wealth | 114k | $2.9M | -43% | Mar 2024 |
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| Bridgewater Advisors | 112k | $2.9M | -6% | Mar 2024 |
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| Mattern Wealth Management | 110k | $3.0M | 20% | Jun 2024 |
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| LifeGuide Financial Advisors | 106k | $2.7M | 4% | Mar 2024 |
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| RCS Financial Planning | 100k | $2.7M | 107% | Jun 2024 |
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| CFS Investment Advisory Services | 96k | $2.4M | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 95k | $2.5M | -4% | Jun 2024 |
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| Chicago Partners Investment | 54k | $1.4M | -54% | Mar 2024 |
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| Financial Counselors | 41k | $1.0M | -81% | Mar 2024 |
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| Old Mission Capital | 39k | $1.0M | -94% | Mar 2024 |
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| Flow Traders US | 13k | $335k | -96% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Miramar Fiduciary Corp | Mar 2024 | 1.3M | $33M |