Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEM
- CUSIP Number: 25434v732
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 | $388M | 15% | Dec 2023 |
|
| CI Private Wealth | 4.7M | $116M | 5% | Dec 2023 |
|
| HighTower Advisors | 4.0M | $100M | 23% | Dec 2023 |
|
| Parcion Private Wealth | 3.5M | $89M | 4% | Mar 2024 |
|
| Truepoint | 3.4M | $84M | 12% | Dec 2023 |
|
| Evensky & Katz | 2.1M | $54M | 4% | Mar 2024 |
|
| Asset Dedication | 2.0M | $52M | 8% | Mar 2024 |
|
| Carlson Capital Management | 1.9M | $50M | -32% | Mar 2024 |
|
| Buckingham Asset Management | 1.9M | $47M | 182% | Dec 2023 |
|
| BKD Wealth Advisors | 1.9M | $47M | 4% | Mar 2024 |
|
| Hill Investment Group Partners | 1.5M | $38M | 1% | Dec 2023 |
|
| Total Wealth Planning | 1.3M | $34M | 6% | Mar 2024 |
|
| Miramar Fiduciary Corp | 1.2M | $31M | 100% | Dec 2023 |
|
| Buckingham Strategic Partners | 1.2M | $31M | 67% | Dec 2023 |
|
| Your Advocates | 1.1M | $28M | -7% | Dec 2023 |
|
| Awm Capital | 1.1M | $29M | 2% | Mar 2024 |
|
| JMG Financial Group | 1.0M | $25M | 70% | Dec 2023 |
|
| Oakwell Private Wealth Management | 948k | $24M | 19% | Dec 2023 |
|
| Apella Capital | 919k | $24M | 14% | Mar 2024 |
|
| Sequoia Financial Advisors | 893k | $22M | 19% | Dec 2023 |
|
| Bridgeworth | 860k | $22M | 1% | Dec 2023 |
|
| Great Oak Capital Partners | 825k | $21M | 17% | Mar 2024 |
|
| Kooman & Associates | 796k | $20M | 8% | Dec 2023 |
|
| Savant Capital Management | 777k | $19M | -20% | Dec 2023 |
|
| Mosaic Family Wealth Partners | 777k | $19M | -4% | Dec 2023 |
|
| Seaside Wealth Management | 752k | $19M | 3% | Mar 2024 |
|
| DiNuzzo Private Wealth | 744k | $19M | 100% | Dec 2023 |
|
| Rockwood Wealth Management | 707k | $18M | 43% | Mar 2024 |
|
| Stordahl Capital Management | 658k | $17M | 5% | Mar 2024 |
|
| Wealthstream Advisors | 633k | $16M | 2% | Dec 2023 |
|
| Integris Wealth Management | 586k | $15M | 12% | Dec 2023 |
|
| Bank Of Montreal | 576k | $14M | 71% | Dec 2023 |
|
| BetterWealth | 561k | $14M | 2% | Mar 2024 |
|
| Phillips Financial Management | 555k | $14M | 22% | Mar 2024 |
|
| Mercer Global Advisors | 552k | $14M | 275% | Dec 2023 |
|
| Syverson Strege & Co | 547k | $14M | 7% | Dec 2023 |
|
| SRS Capital Advisors | 540k | $14M | 3% | Dec 2023 |
|
| Rather & Kittrell | 531k | $13M | 15% | Dec 2023 |
|
| Commonwealth Equity Services | 498k | $12M | 1% | Dec 2023 |
|
| Austin Wealth Management | 493k | $12M | -8% | Dec 2023 |
|
| Planning Center | 490k | $13M | 7% | Mar 2024 |
|
| Monograph Wealth Advisors | 488k | $12M | -1% | Dec 2023 |
|
| Capstone Capital Wealth Advisors | 475k | $12M | 6% | Mar 2024 |
|
| BFSG | 472k | $12M | -1% | Mar 2024 |
|
| Ballentine Capital Advisors | 467k | $11M | 100% | Dec 2023 |
|
| Jentner | 452k | $11M | 352% | Dec 2023 |
|
| Schoolcraft Capital | 428k | $11M | 12% | Mar 2024 |
|
| AdvisorNet Financial | 417k | $11M | 38% | Mar 2024 |
|
| BCR Wealth Strategies | 408k | $10M | 18% | Dec 2023 |
|
| Fundamentun | 399k | $10M | 100% | Mar 2024 |
|
| Advisory Services & Investments | 399k | $10M | 15% | Mar 2024 |
|
| Mariner Wealth Advisors | 399k | $10M | 8% | Dec 2023 |
|
| Evanson Asset Management | 385k | $9.8M | 6% | Mar 2024 |
|
| Sageworth Trust Company | 383k | $9.8M | 11% | Mar 2024 |
|
| Jane Street | 370k | $9.2M | 100% | Dec 2023 |
|
| JGP Wealth Management | 367k | $9.4M | 0% | Mar 2024 |
|
| Rs Crum | 360k | $9.0M | 17% | Dec 2023 |
|
| Flow Traders US | 337k | $8.4M | 168% | Dec 2023 |
|
| Cravens & Co Advisors | 333k | $8.3M | 0% | Dec 2023 |
|
| Heritage Investment Group | 329k | $8.2M | 23% | Dec 2023 |
|
| Peirce Capital Management | 315k | $7.9M | 100% | Dec 2023 |
|
| Flagstone Financial Management | 310k | $7.7M | 9% | Dec 2023 |
|
| Hassell Wealth Management | 304k | $7.3M | 3% | Dec 2023 |
|
| Private Wealth Management Group | 299k | $7.5M | 100% | Dec 2023 |
|
| Blume Capital Management | 297k | $7.4M | 2% | Dec 2023 |
|
| Keb Asset Management | 295k | $7.5M | 7% | Mar 2024 |
|
| Physician Wealth Solutions | 292k | $7.4M | 29% | Mar 2024 |
|
| Cardiff Park Advisors | 263k | $6.6M | 2% | Dec 2023 |
|
| Vestmark Advisory Solutions | 263k | $6.6M | 25% | Dec 2023 |
|
| Emprise Bank | 262k | $6.7M | 100% | Mar 2024 |
|
| Ark & Tlk Investments | 252k | $6.3M | 100% | Dec 2023 |
|
| Financial Symmetry | 252k | $6.3M | 100% | Dec 2023 |
|
| Bank of America Corporation | 245k | $6.1M | 61% | Dec 2023 |
|
| Henrickson Nauta Wealth Advisors | 239k | $6.1M | 16% | Mar 2024 |
|
| Liberty Wealth Management | 236k | $5.9M | 0% | Dec 2023 |
|
| JNBA Financial Advisors | 235k | $5.9M | -2% | Dec 2023 |
|
| Delap Wealth Advisory | 234k | $5.8M | 532% | Dec 2023 |
|
| HTG Investment Advisors | 232k | $5.8M | 5% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 232k | $5.9M | 17% | Mar 2024 |
|
| Tillman Hartley | 228k | $5.7M | 8% | Dec 2023 |
|
| Straight Path Wealth Management | 224k | $5.6M | 17% | Dec 2023 |
|
| Financial Counselors | 215k | $5.4M | 161% | Dec 2023 |
|
| Krilogy Financial | 212k | $5.3M | 20% | Dec 2023 |
|
| Greenspring Advisors | 211k | $5.3M | -8% | Dec 2023 |
|
| Waterfront Wealth | 199k | $5.0M | -1% | Dec 2023 |
|
| Family Wealth Partners | 194k | $5.0M | 67% | Mar 2024 |
|
| Rockbridge Investment Management, LCC | 194k | $4.8M | 100% | Dec 2023 |
|
| Quarry Hill Advisors | 188k | $4.7M | 10% | Dec 2023 |
|
| O'Connor Financial Group | 187k | $4.8M | 100% | Mar 2024 |
|
| True Wealth Design | 187k | $4.7M | 0% | Dec 2023 |
|
| Ruedi Wealth Management | 181k | $4.5M | 29% | Dec 2023 |
|
| Gradient Capital Advisors | 180k | $4.6M | 5% | Mar 2024 |
|
| Waypoint Wealth Partners | 175k | $4.4M | -3% | Dec 2023 |
|
| Discipline Wealth Solutions | 172k | $4.2M | 100% | Dec 2023 |
|
| Betterment | 170k | $4.3M | 53% | Dec 2023 |
|
| VeraBank | 170k | $4.3M | 30% | Dec 2023 |
|
| Royal Bank of Canada | 167k | $4.2M | 215% | Dec 2023 |
|
| Enzi Wealth | 167k | $4.2M | 3% | Mar 2024 |
|
| Grand Wealth Management | 162k | $4.1M | -1% | Dec 2023 |
|
| North Ridge Wealth Advisors | 156k | $4.0M | 8% | Mar 2024 |
|
| Equita Financial Network | 154k | $3.9M | 7% | Dec 2023 |
|
| Studio Investment Management | 152k | $3.8M | -10% | Dec 2023 |
|
| Branch Banking & Trust Company | 145k | $3.6M | 7% | Dec 2023 |
|
| American Investment Services | 143k | $3.6M | 29% | Dec 2023 |
|
| Kestra Advisory Services | 139k | $3.5M | -7% | Dec 2023 |
|
| One Degree Advisors | 139k | $3.4M | 100% | Dec 2023 |
|
| SC&H Financial Advisors | 139k | $3.5M | 23% | Dec 2023 |
|
| Lutz Financial Services | 137k | $3.4M | 22% | Dec 2023 |
|
| Signature Resources Capital Management | 137k | $3.4M | -2% | Mar 2024 |
|
| Leonard Rickey Investment Advisors P | 133k | $3.4M | 1% | Mar 2024 |
|
| Creative Planning | 130k | $3.2M | 100% | Dec 2023 |
|
| Beacon Pointe Advisors | 123k | $3.1M | 429% | Dec 2023 |
|
| BCU Wealth Advisors | 123k | $3.1M | 100% | Dec 2023 |
|
| Waypoint Capital Advisors | 122k | $3.0M | 321% | Dec 2023 |
|
| SJS Investment Consulting | 121k | $3.1M | 22% | Mar 2024 |
|
| Apollon Wealth Management | 119k | $3.0M | -2% | Dec 2023 |
|
| Chicago Partners Investment | 119k | $2.9M | 22% | Dec 2023 |
|
| Bridgewater Advisors | 119k | $3.0M | -5% | Dec 2023 |
|
| Fortitude Family Office | 114k | $2.9M | 56% | Mar 2024 |
|
| Level Financial Advisors | 113k | $2.9M | 193% | Mar 2024 |
|
| LifeGuide Financial Advisors | 106k | $2.7M | 4% | Mar 2024 |
|
| Tilson Financial Group | 105k | $2.6M | 31% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 99k | $2.5M | -2% | Mar 2024 |
|
| Modera Wealth Management | 93k | $2.3M | 0% | Dec 2023 |
|
| Five Oceans Advisors | 90k | $2.3M | 8% | Mar 2024 |
|
| Sowell Financial Services | 88k | $2.2M | 3% | Dec 2023 |
|
| PBMares Wealth Management | 86k | $2.2M | 24% | Dec 2023 |
|
| Claris Advisors, Llc / Mo / | 83k | $2.1M | 31% | Dec 2023 |
|
| Trust Co of the South | 83k | $2.1M | 43% | Mar 2024 |
|
| Applied Capital | 83k | $2.1M | 4% | Mar 2024 |
|
| DecisionPoint Financial | 83k | $2.1M | 145% | Dec 2023 |
|
| Shearwater Capital | 81k | $2.1M | 2% | Mar 2024 |
|
| WMS Partners | 79k | $2.0M | -1% | Dec 2023 |
|
| Mattern Wealth Management | 79k | $2.0M | 7% | Dec 2023 |
|
| Jackson Thornton Asset Management | 79k | $2.0M | 100% | Dec 2023 |
|
| Keyes, Stange & Wooten Wealth Management | 79k | $2.0M | 100% | Dec 2023 |
|
| Nalls Sherbakoff Group | 79k | $2.0M | 10% | Dec 2023 |
|
| Orion Portfolio Solutions | 75k | $1.8M | -2% | Dec 2023 |
|
| Abel Hall | 75k | $1.9M | 100% | Dec 2023 |
|
| Jpmorgan Chase & Co | 75k | $1.9M | -12% | Dec 2023 |
|
| ShankerValleau Wealth Advisors | 73k | $1.9M | 2% | Mar 2024 |
|
| Aveo Capital Partners | 71k | $1.8M | 0% | Dec 2023 |
|
| Hutchens & Kramer Investment Management Group | 62k | $1.5M | 38% | Dec 2023 |
|
| American Capital Advisory | 61k | $1.5M | 100% | Dec 2023 |
|
| Peninsula Wealth | 60k | $1.5M | -3% | Dec 2023 |
|
| Lincoln National | 60k | $1.5M | 7% | Dec 2023 |
|
| Strengthening Families & Communities | 56k | $1.4M | 100% | Dec 2023 |
|
| Helen Stephens Group | 55k | $1.4M | -3% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 53k | $1.3M | -7% | Dec 2023 |
|
| Cahill Wealth Management | 50k | $1.3M | 7% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 445k | $10M |
| Avestar Capital | Sep 2023 | 238k | $5.5M |