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 | 17M | $439M | 2% | Mar 2025 |
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| CI Private Wealth | 6.5M | $172M | 10% | Mar 2025 |
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| Colony | 6.4M | $168M | 12% | Mar 2025 |
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| Buckingham Strategic Partners | 6.1M | $162M | 19% | Mar 2025 |
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| Truepoint | 4.9M | $130M | 3% | Mar 2025 |
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| Sequoia Financial Advisors | 4.2M | $111M | 186% | Mar 2025 |
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| HighTower Advisors | 4.2M | $109M | 4% | Dec 2024 |
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| Parcion Private Wealth | 2.9M | $77M | 5% | Mar 2025 |
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| Asset Dedication | 2.5M | $66M | 2% | Mar 2025 |
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| Evensky & Katz | 2.3M | $61M | 3% | Dec 2024 |
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| Carlson Capital Management | 2.2M | $59M | 0% | Dec 2024 |
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| JMG Financial Group | 2.0M | $52M | 12% | Mar 2025 |
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| Heritage Financial Services | 1.9M | $49M | -23% | Mar 2025 |
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| LPL Financial | 1.8M | $47M | 13% | Mar 2025 |
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| RW Investment Management | 1.8M | $47M | -1% | Mar 2025 |
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| Total Wealth Planning | 1.7M | $46M | 6% | Mar 2025 |
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| Mercer Global Advisors | 1.7M | $45M | 78% | Mar 2025 |
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| Rockwood Wealth Management | 1.6M | $43M | 26% | Mar 2025 |
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| Hill Investment Group Partners | 1.6M | $43M | -2% | Mar 2025 |
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| Wealthstream Advisors | 1.5M | $39M | 4% | Mar 2025 |
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| Jane Street | 1.4M | $38M | 100% | Mar 2025 |
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| Apella Capital | 1.4M | $34M | -3% | Mar 2025 |
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| Awm Capital | 1.3M | $35M | 1% | Mar 2025 |
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| BKD Wealth Advisors | 1.3M | $34M | -23% | Mar 2025 |
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| EnRich Financial Partners | 1.3M | $33M | 6% | Mar 2025 |
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| Envestnet Asset Management | 1.2M | $31M | 0% | Mar 2025 |
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| Bank Of Montreal | 1.2M | $31M | 9% | Dec 2024 |
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| Phillips Financial Management | 1.1M | $29M | 11% | Mar 2025 |
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| Mosaic Family Wealth Partners | 1.1M | $28M | 6% | Mar 2025 |
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| Savant Capital Management | 1.0M | $28M | -1% | Mar 2025 |
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| Great Oak Capital Partners | 1.0M | $26M | 0% | Mar 2025 |
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| Resources Investment Advisors | 1.0M | $27M | 5% | Mar 2025 |
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| Klaas Financial Asset Advisors | 1.0M | $27M | 2% | Mar 2025 |
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| Miramar Fiduciary Corp | 983k | $26M | -9% | Dec 2024 |
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| Kooman & Associates | 975k | $26M | 3% | Mar 2025 |
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| Oakwell Private Wealth Management | 922k | $24M | 0% | Mar 2025 |
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| Brighton Jones | 917k | $24M | 9% | Mar 2025 |
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| Seaside Wealth Management | 906k | $24M | 5% | Mar 2025 |
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| Your Advocates | 900k | $24M | 4% | Mar 2025 |
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| Betterment | 824k | $22M | 9% | Dec 2024 |
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| Willow Creek Wealth Management | 814k | $21M | 100% | Dec 2024 |
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| Rather & Kittrell | 811k | $21M | 12% | Dec 2024 |
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| DiNuzzo Private Wealth | 776k | $21M | 0% | Mar 2025 |
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| Jackson Thornton Asset Management | 754k | $19M | 16% | Mar 2025 |
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| Hemington Wealth Management | 735k | $19M | 204% | Mar 2025 |
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| Bank of America Corporation | 713k | $19M | 20% | Dec 2024 |
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| Stordahl Capital Management | 710k | $19M | 3% | Mar 2025 |
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| Leading Edge Financial Planning | 708k | $19M | 9% | Mar 2025 |
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| Schoolcraft Capital | 705k | $19M | 13% | Mar 2025 |
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| Pinnacle Financial Group, LLC / IL | 681k | $18M | 0% | Dec 2024 |
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| Rockbridge Investment Management, LCC | 652k | $17M | 20% | Dec 2024 |
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| Integris Wealth Management | 640k | $17M | 2% | Mar 2025 |
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| Syverson Strege & Co | 638k | $17M | 2% | Dec 2024 |
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| Sensible Money | 638k | $17M | 10% | Mar 2025 |
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| Rs Crum | 629k | $17M | -1% | Mar 2025 |
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| Fundamentun | 628k | $17M | 5% | Mar 2025 |
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| Monograph Wealth Advisors | 579k | $15M | -15% | Mar 2025 |
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| Eaton-Cambridge | 565k | $15M | 5% | Mar 2025 |
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| SRS Capital Advisors | 563k | $15M | 2% | Dec 2024 |
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| Jentner | 560k | $15M | 8% | Dec 2024 |
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| Commonwealth Equity Services | 553k | $15M | 3% | Dec 2024 |
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| AdvisorNet Financial | 551k | $15M | 10% | Mar 2025 |
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| Goss Wealth Management | 544k | $14M | 5% | Dec 2024 |
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| BCR Wealth Strategies | 539k | $14M | 4% | Mar 2025 |
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| Mml Investors Services | 535k | $14M | 13% | Dec 2024 |
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| Sageworth Trust Company | 534k | $14M | 10% | Mar 2025 |
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| Planning Center | 533k | $14M | 5% | Mar 2025 |
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| Heritage Investment Group | 533k | $14M | 11% | Mar 2025 |
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| Ballentine Capital Advisors | 527k | $14M | 3% | Mar 2025 |
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| Flagstone Financial Management | 522k | $14M | 4% | Mar 2025 |
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| Capstone Capital Wealth Advisors | 518k | $14M | 4% | Mar 2025 |
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| Evanson Asset Management | 518k | $14M | 10% | Mar 2025 |
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| von Borstel & Associates | 499k | $13M | 30% | Mar 2025 |
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| Equita Financial Network | 496k | $13M | 9% | Mar 2025 |
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| Private Wealth Management Group | 492k | $13M | 13% | Mar 2025 |
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| Peirce Capital Management | 490k | $13M | 10% | Mar 2025 |
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| Leonard Rickey Investment Advisors P | 481k | $12M | 144% | Mar 2025 |
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| Emprise Bank | 464k | $12M | 33% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 458k | $12M | 9% | Mar 2025 |
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| Verisail Partners | 457k | $12M | 3% | Mar 2025 |
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| Aspen Capital Management | 452k | $12M | 100% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 452k | $12M | -1% | Mar 2025 |
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| Keb Asset Management | 445k | $12M | 15% | Mar 2025 |
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| BFSG | 434k | $12M | -2% | Mar 2025 |
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| Mattern Wealth Management | 429k | $11M | 5% | Mar 2025 |
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| Vestmark Advisory Solutions | 422k | $11M | 11% | Dec 2024 |
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| Guardian Partners | 421k | $11M | 100% | Mar 2025 |
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| Austin Wealth Management | 404k | $11M | -5% | Mar 2025 |
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| Hassell Wealth Management | 396k | $10M | 6% | Mar 2025 |
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| Kondo Wealth Advisors | 395k | $11M | 8% | Mar 2025 |
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| Squire Investment Management Company | 388k | $10M | 13% | Mar 2025 |
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| Peapack Gladstone Financial Corp | 382k | $10M | 9% | Mar 2025 |
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| Physician Wealth Solutions | 382k | $10M | 0% | Mar 2025 |
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| Cravens & Co Advisors | 372k | $9.8M | 5% | Mar 2025 |
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| Delap Wealth Advisory | 363k | $9.6M | 20% | Mar 2025 |
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| Watchman Group | 359k | $9.4M | -1% | Dec 2024 |
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| Bridge Generations Wealth Management | 354k | $9.4M | -2% | Mar 2025 |
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| Straight Path Wealth Management | 351k | $9.3M | 10% | Mar 2025 |
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| Greenspring Advisors | 349k | $9.2M | 5% | Mar 2025 |
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| Fortitude Family Office | 346k | $9.2M | 31% | Mar 2025 |
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| DecisionPoint Financial | 346k | $9.2M | 23% | Mar 2025 |
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| JGP Wealth Management | 345k | $9.1M | -10% | Mar 2025 |
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| Financial Symmetry | 344k | $9.1M | 3% | Mar 2025 |
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| Vannoy Advisory Group | 339k | $9.0M | 4% | Mar 2025 |
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| Symmetry Partner | 338k | $8.9M | 24% | Mar 2025 |
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| Henrickson Nauta Wealth Advisors | 336k | $8.3M | 12% | Mar 2025 |
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| Mariner Wealth Advisors | 324k | $8.6M | -2% | Mar 2025 |
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| Vestment Financial | 324k | $8.6M | 100% | Mar 2025 |
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| Hanson McClain Advisors | 322k | $8.6M | 17% | Mar 2025 |
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| Krilogy Financial | 321k | $8.5M | 10% | Mar 2025 |
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| BCU Wealth Advisors | 314k | $8.3M | 10% | Mar 2025 |
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| Family Wealth Partners | 307k | $8.1M | 7% | Mar 2025 |
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| Blume Capital Management | 304k | $8.0M | 1% | Dec 2024 |
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| Kaufman Rossin Wealth | 299k | $7.9M | 5% | Mar 2025 |
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| Cambridge Investment Research Advisors | 295k | $7.8M | 5% | Mar 2025 |
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| HTG Investment Advisors | 295k | $7.8M | 4% | Mar 2025 |
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| Ruedi Wealth Management | 290k | $7.7M | 3% | Mar 2025 |
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| Discipline Wealth Solutions | 288k | $7.6M | 1% | Mar 2025 |
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| Tillman Hartley | 287k | $7.6M | 0% | Mar 2025 |
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| Susquehanna International | 286k | $7.5M | 100% | Dec 2024 |
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| Cardiff Park Advisors | 284k | $7.4M | 3% | Dec 2024 |
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| Mills Wealth Advisors | 276k | $7.3M | 30% | Mar 2025 |
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| Northwest Wealth Management | 266k | $7.0M | 27% | Mar 2025 |
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| United Wealth Management | 261k | $6.9M | 11% | Mar 2025 |
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| SwitchPoint Financial Planning | 254k | $6.7M | 100% | Mar 2025 |
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| Level Financial Advisors | 252k | $6.7M | 11% | Mar 2025 |
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| Hippocratic Financial Advisors | 251k | $6.6M | 100% | Mar 2025 |
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| Integrity Alliance | 250k | $6.6M | 100% | Mar 2025 |
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| Keyvantage Wealth | 249k | $6.6M | 100% | Mar 2025 |
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| Liberty Wealth Management | 245k | $6.5M | 0% | Mar 2025 |
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| Ark & Tlk Investments | 242k | $6.4M | -6% | Mar 2025 |
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| Brady Martz Wealth Solutions | 241k | $6.4M | 66% | Mar 2025 |
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| American Investment Services | 240k | $6.3M | 4% | Mar 2025 |
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| Foundation Wealth Management | 239k | $6.3M | 100% | Mar 2025 |
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| Tilson Financial Group | 233k | $6.2M | 9% | Mar 2025 |
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| Quarry Hill Advisors | 231k | $6.1M | 11% | Mar 2025 |
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| Gradient Capital Advisors | 231k | $6.1M | 7% | Mar 2025 |
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| Trust Co of the South | 230k | $6.1M | 88% | Mar 2025 |
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| Hiley Hunt Wealth Management | 229k | $6.1M | 8% | Mar 2025 |
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| Timonier Family Office | 229k | $6.0M | 33% | Mar 2025 |
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| BCO Wealth Management | 228k | $6.0M | 100% | Mar 2025 |
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| Client 1st Advisory Group | 225k | $5.9M | -3% | Mar 2025 |
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| Studio Investment Management | 219k | $5.7M | 3% | Dec 2024 |
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| Lutz Financial Services | 215k | $5.7M | 9% | Mar 2025 |
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| O'Connor Financial Group | 214k | $5.7M | 2% | Mar 2025 |
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| Financial Counselors | 212k | $5.6M | 37% | Mar 2025 |
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| EP Wealth Advisors | 210k | $5.6M | 11% | Mar 2025 |
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| Prospect Financial Group | 209k | $5.5M | 16% | Mar 2025 |
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| Morgan Stanley | 208k | $7.7M | 100% | Dec 2024 |
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| Friday Financial | 203k | $5.4M | 30% | Mar 2025 |
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| Enzi Wealth | 200k | $5.3M | 3% | Mar 2025 |
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| Essential Planning | 16k | $418k | -95% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Dec 2024 | 1.0B | $27M |
| Old Mission Capital | Sep 2024 | 588k | $17M |