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 | 6.2M | $146M | 45% | Mar 2023 |
|
| CI Private Wealth | 3.6M | $85M | 14% | Mar 2023 |
|
| HighTower Advisors | 3.2M | $75M | 45% | Mar 2023 |
|
| Truepoint | 2.5M | $59M | 8% | Mar 2023 |
|
| Evensky & Katz | 2.0M | $48M | 14% | Mar 2023 |
|
| Carlson Capital Management | 2.0M | $47M | 40% | Mar 2023 |
|
| Asset Dedication | 1.7M | $40M | 12% | Mar 2023 |
|
| BKD Wealth Advisors | 1.5M | $35M | 14% | Mar 2023 |
|
| Your Advocates | 1.1M | $26M | 100% | Mar 2023 |
|
| Relaxing Retirement Coach | 952k | $23M | 7% | Mar 2023 |
|
| Total Wealth Planning | 807k | $19M | 50% | Mar 2023 |
|
| Awm Capital | 747k | $17M | 7% | Dec 2022 |
|
| Mosaic Family Wealth Partners | 696k | $16M | 100% | Mar 2023 |
|
| Kooman & Associates | 665k | $16M | 402% | Mar 2023 |
|
| Old Mission Capital | 638k | $14M | 341% | Dec 2022 |
|
| LPL Financial | 622k | $15M | 100% | Mar 2023 |
|
| Wealthstream Advisors | 589k | $14M | 6% | Mar 2023 |
|
| Oakwell Private Wealth Management | 579k | $14M | 100% | Mar 2023 |
|
| Jane Street | 573k | $14M | -33% | Mar 2023 |
|
| Stordahl Capital Management | 553k | $13M | 11% | Mar 2023 |
|
| BetterWealth | 541k | $13M | 4% | Mar 2023 |
|
| Sequoia Financial Advisors | 541k | $13M | 5893% | Mar 2023 |
|
| Syverson Strege & Co | 498k | $12M | 7% | Mar 2023 |
|
| SRS Capital Advisors | 485k | $11M | 5% | Mar 2023 |
|
| Bridgeworth | 481k | $11M | 100% | Mar 2023 |
|
| BFSG | 442k | $10M | 4% | Mar 2023 |
|
| Monograph Wealth Advisors | 429k | $10M | 135% | Mar 2023 |
|
| Susquehanna International | 416k | $9.8M | 100% | Mar 2023 |
|
| Planning Center | 415k | $10M | 33% | Mar 2023 |
|
| Pinnacle Financial Group, LLC / IL | 407k | $9.6M | 113% | Mar 2023 |
|
| Steward Financial Group | 394k | $9.3M | 23% | Mar 2023 |
|
| Rather & Kittrell | 382k | $9.0M | 19% | Mar 2023 |
|
| Greenspring Advisors | 370k | $8.7M | 30% | Mar 2023 |
|
| Cravens & Co Advisors | 338k | $8.0M | 1% | Mar 2023 |
|
| Commonwealth Equity Services | 329k | $7.8M | 43% | Mar 2023 |
|
| Brighton Jones | 328k | $7.7M | 48% | Mar 2023 |
|
| JMG Financial Group | 322k | $7.6M | 48% | Mar 2023 |
|
| Advisory Services & Investments | 311k | $7.3M | 3% | Mar 2023 |
|
| AdvisorNet Financial | 301k | $7.1M | 3% | Mar 2023 |
|
| Blume Capital Management | 288k | $6.8M | 0% | Mar 2023 |
|
| BCR Wealth Strategies | 286k | $6.8M | 203% | Mar 2023 |
|
| Willow Creek Wealth Management | 276k | $6.5M | 28% | Mar 2023 |
|
| Liberty Wealth Management | 270k | $6.3M | -36% | Mar 2023 |
|
| Hassell Wealth Management | 263k | $6.0M | 14% | Mar 2023 |
|
| Evanson Asset Management | 253k | $6.0M | 49% | Mar 2023 |
|
| Chicago Partners Investment | 252k | $5.9M | 16% | Mar 2023 |
|
| JNBA Financial Advisors | 251k | $5.9M | 6% | Mar 2023 |
|
| Phillips Financial Management | 245k | $5.8M | 14% | Mar 2023 |
|
| Cardiff Park Advisors | 233k | $5.2M | -12% | Dec 2022 |
|
| Keb Asset Management | 219k | $5.2M | 11% | Mar 2023 |
|
| Watchman Group | 209k | $6.6M | -22% | Mar 2023 |
|
| Waterfront Wealth | 207k | $4.9M | 96% | Mar 2023 |
|
| HTG Investment Advisors | 205k | $4.8M | 6% | Mar 2023 |
|
| Waypoint Wealth Partners | 186k | $4.4M | 19% | Mar 2023 |
|
| Quarry Hill Advisors | 186k | $4.4M | 15% | Mar 2023 |
|
| Buckingham Strategic Partners | 184k | $4.3M | 11% | Mar 2023 |
|
| True Wealth Design | 174k | $4.1M | 0% | Mar 2023 |
|
| Grand Wealth Management | 168k | $4.0M | -7% | Mar 2023 |
|
| Tillman Hartley | 166k | $3.9M | 4% | Mar 2023 |
|
| Straight Path Wealth Management | 160k | $3.8M | 15% | Mar 2023 |
|
| Garrett Investment Advisors | 154k | $3.6M | 17% | Mar 2023 |
|
| Align Wealth Management | 149k | $3.1M | 100% | Dec 2022 |
|
| Mariner Wealth Advisors | 140k | $3.1M | 21% | Dec 2022 |
|
| Gradient Capital Advisors | 139k | $3.3M | 34% | Mar 2023 |
|
| Envestnet Asset Management | 134k | $3.2M | 43% | Mar 2023 |
|
| American Investment Services | 130k | $2.9M | 0% | Mar 2023 |
|
| Krilogy Financial | 129k | $3.0M | 28% | Mar 2023 |
|
| Triad Financial Advisors | 128k | $3.0M | 20% | Mar 2023 |
|
| Bridgewater Advisors | 125k | $3.0M | 8% | Mar 2023 |
|
| Goss Wealth Management | 121k | $2.9M | 337% | Mar 2023 |
|
| Vestmark Advisory Solutions | 115k | $2.7M | 100% | Mar 2023 |
|
| Branch Banking & Trust Company | 113k | $2.7M | 35% | Mar 2023 |
|
| Kestra Advisory Services | 111k | $2.6M | 14% | Mar 2023 |
|
| Henrickson Nauta Wealth Advisors | 111k | $2.6M | 17% | Mar 2023 |
|
| North Ridge Wealth Advisors | 108k | $2.6M | 100% | Mar 2023 |
|
| SC&H Financial Advisors | 106k | $2.5M | 13% | Mar 2023 |
|
| Ruedi Wealth Management | 105k | $2.5M | 13% | Mar 2023 |
|
| Flow Traders US | 100k | $2.4M | 120% | Mar 2023 |
|
| Advisor Group Holdings | 99k | $2.3M | 22% | Mar 2023 |
|
| Modera Wealth Management | 98k | $2.3M | 0% | Mar 2023 |
|
| Flagstone Financial Management | 98k | $2.3M | 100% | Mar 2023 |
|
| Aveo Capital Partners | 95k | $2.2M | 0% | Mar 2023 |
|
| Apollon Wealth Management | 94k | $2.2M | 345% | Mar 2023 |
|
| Buckingham Asset Management | 87k | $2.0M | 0% | Mar 2023 |
|
| Sowell Financial Services | 83k | $2.0M | 4% | Mar 2023 |
|
| Delap Wealth Advisory | 81k | $1.8M | 100% | Dec 2022 |
|
| WMS Partners | 78k | $1.8M | 0% | Mar 2023 |
|
| Jpmorgan Chase & Co | 76k | $1.8M | 22% | Mar 2023 |
|
| Lutz Financial Services | 76k | $1.8M | 90% | Mar 2023 |
|
| Shearwater Capital | 70k | $1.6M | 18% | Mar 2023 |
|
| PBMares Wealth Management | 70k | $1.6M | 12% | Mar 2023 |
|
| CFS Investment Advisory Services | 66k | $1.6M | 4% | Mar 2023 |
|
| Applied Capital | 65k | $1.5M | 7% | Mar 2023 |
|
| Peninsula Wealth | 65k | $1.5M | 7% | Mar 2023 |
|
| Financial Alternatives | 64k | $1.5M | 8% | Mar 2023 |
|
| ShankerValleau Wealth Advisors | 62k | $1.5M | -1% | Mar 2023 |
|
| Five Oceans Advisors | 61k | $1.4M | 14% | Mar 2023 |
|
| Tilson Financial Group | 61k | $1.4M | 10% | Mar 2023 |
|
| Apella Capital | 58k | $1.3M | 100% | Dec 2022 |
|
| Helen Stephens Group | 52k | $1.2M | 3% | Mar 2023 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 51k | $1.2M | 334% | Mar 2023 |
|
| Wealthsource Partners | 51k | $1.2M | 25% | Mar 2023 |
|
| Summit Wealth Group | 51k | $2.0k | 100% | Mar 2023 |
|
| Wilbanks Smith & Thomas Asset Management | 48k | $1.1M | 369% | Mar 2023 |
|
| SJS Investment Consulting | 47k | $1.1M | 55% | Mar 2023 |
|
| Bank of America Corporation | 46k | $1.1M | 100% | Mar 2023 |
|
| Legacy Financial Group | 45k | $1.1M | -4% | Mar 2023 |
|
| Column Capital Advisors | 45k | $1.1M | 17% | Mar 2023 |
|
| Live Oak Private Wealth | 40k | $952k | 0% | Mar 2023 |
|
| Cahill Wealth Management | 40k | $939k | 10% | Mar 2023 |
|
| SageView Advisory Group | 39k | $917k | 2% | Mar 2023 |
|
| Bank Of Montreal | 38k | $862k | 100% | Dec 2022 |
|
| Core Wealth Management | 38k | $902k | 0% | Mar 2023 |
|
| JFS Wealth Advisors | 37k | $868k | -14% | Mar 2023 |
|
| Sageworth Trust Company | 36k | $837k | 332% | Mar 2023 |
|
| Krasney Financial | 34k | $807k | 14% | Mar 2023 |
|
| Advisory Services Network | 33k | $785k | 95020% | Mar 2023 |
|
| Claris Advisors, Llc / Mo / | 33k | $778k | 38% | Mar 2023 |
|
| Savant Capital Management | 29k | $686k | 44% | Mar 2023 |
|
| Resolute Financial | 29k | $642k | -8% | Dec 2022 |
|
| Northwest Wealth Management | 27k | $628k | 0% | Mar 2023 |
|
| Root Financial Partners | 25k | $592k | 100% | Mar 2023 |
|
| Lincoln National | 25k | $587k | 100% | Mar 2023 |
|
| Beacon Pointe Advisors | 24k | $572k | -7% | Mar 2023 |
|
| EverSource Wealth Advisors | 24k | $557k | 16% | Mar 2023 |
|
| Waypoint Capital Advisors | 23k | $533k | 106% | Mar 2023 |
|
| SOL Capital Management | 22k | $526k | 0% | Mar 2023 |
|
| Brainard Capital Management | 21k | $499k | 0% | Mar 2023 |
|
| Gemmer Asset Management | 21k | $491k | 44% | Mar 2023 |
|
| 25 | 21k | $492k | 100% | Mar 2023 |
|
| Abacus Planning Group | 21k | $484k | 7% | Mar 2023 |
|
| Red Lighthouse Investment Management | 20k | $452k | 100% | Dec 2022 |
|
| Captrust Financial Advisors | 20k | $473k | 0% | Mar 2023 |
|
| Geometric Wealth Advisors | 20k | $467k | 20% | Mar 2023 |
|
| Rehmann Capital Advisory | 20k | $467k | 39% | Mar 2023 |
|
| Quad-Cities Investment Group | 20k | $462k | 60% | Mar 2023 |
|
| VeraBank | 20k | $462k | 100% | Mar 2023 |
|
| Morling Financial Advisors | 19k | $443k | -1% | Mar 2023 |
|
| Cambridge Investment Research Advisors | 19k | $442k | 100% | Mar 2023 |
|
| Nwam | 17k | $407k | -5% | Mar 2023 |
|
| Chico Wealth RIA | 17k | $406k | 0% | Mar 2023 |
|
| Leading Edge Financial Planning | 17k | $404k | 75% | Mar 2023 |
|
| RFG Advisory | 17k | $401k | 100% | Mar 2023 |
|
| Hutchens & Kramer Investment Management Group | 17k | $397k | 100% | Mar 2023 |
|
| Copperleaf Capital | 17k | $391k | 100% | Mar 2023 |
|
| Betterment | 16k | $366k | 100% | Dec 2022 |
|
| Disciplined Investments | 16k | $383k | 59% | Mar 2023 |
|
| Private Advisor | 14k | $336k | 10% | Mar 2023 |
|
| GEM Asset Management | 14k | $311k | 100% | Dec 2022 |
|
| Jentner | 14k | $308k | 100% | Dec 2022 |
|