Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEV
- CUSIP Number: 25434v740
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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 |
|---|---|---|---|---|---|
| Asset Dedication | 2.4M | $68M | 4% | Sep 2024 |
|
| Comprehensive Portfolio Management | 965k | $28M | 4% | Sep 2024 |
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| True Wealth Design | 787k | $22M | 3% | Sep 2024 |
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| Marquette Asset Management | 637k | $18M | 1% | Sep 2024 |
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| Beacon Pointe Advisors | 632k | $18M | 7% | Sep 2024 |
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| Raymond James Financial Services Advisors | 612k | $17M | 27% | Sep 2024 |
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| Sensible Money | 583k | $17M | 5% | Sep 2024 |
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| Janney Montgomery Scott | 468k | $13M | 1% | Sep 2024 |
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| Evanson Asset Management | 437k | $12M | 7% | Sep 2024 |
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| Eqis Capital Management | 432k | $12M | 3% | Sep 2024 |
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| Burns Wealth Management | 415k | $12M | 12% | Sep 2024 |
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| Family Investment Center | 400k | $11M | 4% | Sep 2024 |
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| Opes Wealth Management | 326k | $9.3M | 0% | Sep 2024 |
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| Index Fund Advisors | 285k | $8.1M | 24% | Sep 2024 |
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| Graves-Light Private Wealth Management | 281k | $7.7M | 4% | Jun 2024 |
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| Aveo Capital Partners | 277k | $7.9M | 2% | Sep 2024 |
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| Root Financial Partners | 271k | $7.7M | 87% | Sep 2024 |
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| Financial Architects | 239k | $6.8M | 0% | Sep 2024 |
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| Alesco Advisors | 237k | $6.7M | 46% | Sep 2024 |
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| Blume Capital Management | 235k | $6.7M | 2% | Sep 2024 |
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| Savant Capital Management | 234k | $6.7M | -7% | Sep 2024 |
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| AE Wealth Management | 216k | $6.2M | 10% | Sep 2024 |
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| DiNuzzo Private Wealth | 215k | $6.1M | 0% | Sep 2024 |
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| Jane Street | 211k | $6.0M | -45% | Sep 2024 |
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| Retirement Solution | 208k | $5.9M | -1% | Sep 2024 |
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| Fischer Investment Strategies | 166k | $4.7M | 160% | Sep 2024 |
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| Cordant | 163k | $4.6M | 16% | Sep 2024 |
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| PBMares Wealth Management | 159k | $4.5M | 6% | Sep 2024 |
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| Sterling Financial Planning | 152k | $4.3M | 14% | Sep 2024 |
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| Heritage Financial Services | 149k | $4.2M | -2% | Sep 2024 |
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| _Sentinel Trust Company, LBA______________ | 148k | $4.2M | 0% | Sep 2024 |
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| Vestmark Advisory Solutions | 146k | $4.0M | -6% | Jun 2024 |
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| Envestnet Asset Management | 146k | $4.1M | 0% | Sep 2024 |
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| Breakwater Capital Group | 143k | $4.1M | 2% | Sep 2024 |
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| Branch Banking & Trust Company | 139k | $3.8M | 1% | Jun 2024 |
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| Pathstone Holdings | 135k | $3.8M | 7% | Sep 2024 |
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| CI Private Wealth | 120k | $3.4M | 17% | Sep 2024 |
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| von Borstel & Associates | 119k | $3.4M | 100% | Sep 2024 |
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| Tortoise Investment Management | 114k | $3.2M | 99% | Sep 2024 |
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| Goss Wealth Management | 112k | $3.1M | 1% | Jun 2024 |
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| Mills Wealth Advisors | 109k | $3.1M | 7% | Sep 2024 |
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| Resources Investment Advisors | 99k | $2.8M | -1% | Sep 2024 |
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| Maryland Capital Advisors | 98k | $2.8M | 6% | Sep 2024 |
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| Dravo Bay | 95k | $2.7M | 100% | Sep 2024 |
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| Verum Partners | 91k | $2.6M | -4% | Sep 2024 |
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| Sequoia Financial Advisors | 83k | $2.4M | 1% | Sep 2024 |
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| Chicago Partners Investment | 82k | $2.3M | 3% | Sep 2024 |
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| Hanson McClain Advisors | 80k | $2.3M | -2% | Sep 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 76k | $2.2M | 10% | Sep 2024 |
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| Steward Partners Investment Advisory | 75k | $2.1M | 9% | Jun 2024 |
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| Lam Group | 74k | $2.1M | 0% | Sep 2024 |
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| BKA Wealth Consulting | 71k | $2.0M | 4% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 71k | $2.0M | 6% | Sep 2024 |
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| Edge Financial Advisors | 70k | $2.0M | 131% | Sep 2024 |
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| White Wing Wealth Management | 65k | $1.9M | -7% | Sep 2024 |
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| Old Mission Capital | 59k | $1.6M | 10% | Jun 2024 |
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| Applied Capital | 58k | $1.6M | 2% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 55k | $1.6M | 10% | Sep 2024 |
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| Jpmorgan Chase & Co | 54k | $1.5M | -2% | Sep 2024 |
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| EnRich Financial Partners | 53k | $1.5M | 0% | Sep 2024 |
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| Abel Hall | 52k | $1.5M | -3% | Sep 2024 |
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| Commonwealth Equity Services | 48k | $1.4M | 0% | Sep 2024 |
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| Bank of America Corporation | 45k | $1.3M | 15% | Sep 2024 |
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| Deschutes Portfolio Strategy | 40k | $1.1M | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 40k | $1.2M | 100% | Sep 2024 |
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| Cardiff Park Advisors | 36k | $984k | 0% | Jun 2024 |
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| Monograph Wealth Advisors | 35k | $954k | 100% | Jun 2024 |
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| Strata Wealth Advisors | 34k | $970k | 20% | Sep 2024 |
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| Farther Finance Advisors | 33k | $950k | 14603% | Sep 2024 |
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| Efficient Frontier Advisors | 32k | $914k | 109% | Sep 2024 |
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| Gibson Capital | 32k | $910k | 0% | Sep 2024 |
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| Advisor Group Holdings | 31k | $882k | 1074% | Sep 2024 |
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| Kestra Advisory Services | 29k | $828k | -10% | Sep 2024 |
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| Raymond James & Associates | 29k | $810k | 31% | Sep 2024 |
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| Oceanside Advisors | 28k | $808k | 3% | Sep 2024 |
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| Schubert & Co | 28k | $807k | 116% | Sep 2024 |
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| HighTower Advisors | 28k | $765k | 145% | Jun 2024 |
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| JFS Wealth Advisors | 26k | $732k | 1222% | Sep 2024 |
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| Flow Traders US | 25k | $707k | -77% | Sep 2024 |
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| Versant Capital Management | 24k | $693k | 2626% | Sep 2024 |
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| Altiora Financial Group | 23k | $645k | 0% | Sep 2024 |
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| Dorsey & Whitney Trust Company | 22k | $618k | 0% | Sep 2024 |
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| CSS | 22k | $611k | 10% | Sep 2024 |
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| Unison Advisors | 21k | $601k | -7% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 21k | $596k | 59% | Sep 2024 |
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| RCS Financial Planning | 20k | $559k | -2% | Sep 2024 |
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| Moisand Fitzgerald Tamayo | 19k | $526k | 6% | Sep 2024 |
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| BOS Asset Management | 18k | $518k | 15% | Sep 2024 |
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| Cambridge Investment Research Advisors | 18k | $516k | -35% | Sep 2024 |
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| Rather & Kittrell | 18k | $504k | 1% | Sep 2024 |
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| Allen Capital Group | 18k | $502k | 0% | Sep 2024 |
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| Tranquility Partners | 17k | $471k | 12% | Sep 2024 |
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| Pettinga Financial Advisors | 17k | $471k | 55% | Sep 2024 |
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| Grunden Financial Advisory | 16k | $462k | 2% | Sep 2024 |
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| Gentry Private Wealth | 15k | $424k | 3% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 15k | $418k | 16% | Sep 2024 |
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| Heritage Wealth Management, Inc./Texas | 14k | $409k | 1% | Sep 2024 |
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| LPL Financial | 14k | $404k | 68% | Sep 2024 |
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| Lazari Capital Management | 14k | $403k | -5% | Sep 2024 |
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| Firethorn Wealth Partners | 14k | $398k | -4% | Sep 2024 |
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| Two West Capital Advisors | 14k | $395k | 4% | Sep 2024 |
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| Buckingham Asset Management | 14k | $380k | 47% | Jun 2024 |
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| Colony | 13k | $378k | 100% | Sep 2024 |
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| Fiduciary Financial Group | 12k | $351k | 1% | Sep 2024 |
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| Wealthcare Advisory Partners | 12k | $336k | 13% | Sep 2024 |
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| NCM Capital Management | 10k | $296k | 100% | Sep 2024 |
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| American Investment Services | 10k | $274k | -7% | Jun 2024 |
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| Rehmann Capital Advisory | 9.8k | $280k | 2% | Sep 2024 |
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| Rockwood Wealth Management | 9.8k | $278k | 1% | Sep 2024 |
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| Integrated Wealth Concepts | 9.6k | $272k | 1% | Sep 2024 |
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| Mraz, Amerine & Associates | 9.1k | $258k | 0% | Sep 2024 |
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| Forum Financial Management | 8.4k | $240k | 0% | Sep 2024 |
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| Equitable Holdings | 8.3k | $229k | -7% | Jun 2024 |
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| SageView Advisory Group | 8.0k | $229k | 4% | Sep 2024 |
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| Gemmer Asset Management | 7.5k | $215k | -24% | Sep 2024 |
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| GEM Asset Management | 7.4k | $216k | 100% | Sep 2024 |
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| Nwam | 7.3k | $208k | 100% | Sep 2024 |
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| Tru Independence Asset Management 2 | 7.1k | $203k | 100% | Sep 2024 |
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| Elevate Wealth Advisory | 6.7k | $183k | 0% | Jun 2024 |
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| Ancora Advisors | 6.1k | $173k | 13% | Sep 2024 |
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| Royal Bank of Canada | 6.0k | $171k | -79% | Sep 2024 |
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| Phillips Financial Management | 5.0k | $141k | 18% | Sep 2024 |
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| Glen Eagle Advisors | 5.0k | $141k | 0% | Sep 2024 |
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| O'shaughnessy Asset Management | 4.9k | $139k | 713% | Sep 2024 |
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| Bruce G. Allen Investments | 4.7k | $134k | 1% | Sep 2024 |
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| GeoWealth Management | 4.6k | $130k | 100% | Sep 2024 |
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| Red Lighthouse Investment Management | 4.4k | $125k | 0% | Sep 2024 |
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| Vestor Capital Corp | 3.7k | $105k | 0% | Sep 2024 |
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| Family CFO | 2.5k | $72k | 0% | Sep 2024 |
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| Citigroup | 2.2k | $62k | 100% | Sep 2024 |
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| Avondale Wealth Management | 2.0k | $57k | 0% | Sep 2024 |
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| Aspire Wealth Management Corp | 1.4k | $41k | 0% | Sep 2024 |
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| Brian McDonald | 1.4k | $39k | 0% | Sep 2024 |
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| Aspire Private Capital | 1.3k | $38k | -8% | Sep 2024 |
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| Morgan Stanley | 1.2k | $33k | 0% | Jun 2024 |
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| DecisionPoint Financial | 910.00 | $26k | 0% | Sep 2024 |
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| Coppell Advisory Solutions | 794.00 | $23k | -3% | Sep 2024 |
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| McIlrath & Eck | 793.00 | $23k | 0% | Sep 2024 |
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| Us Bancorp | 761.00 | $22k | 0% | Sep 2024 |
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| Global Retirement Partners | 745.00 | $21k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 530.00 | $15k | 100% | Sep 2024 |
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| Cherry Tree Wealth Management | 454.00 | $13k | 100% | Sep 2024 |
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| Your Advocates | 427.00 | $12k | 0% | Sep 2024 |
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| Oliver Lagore Vanvalin Investment Group | 392.00 | $11k | 12% | Sep 2024 |
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| Providence Capital Advisors | 289.00 | $8.2k | 0% | Sep 2024 |
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| TruNorth Capital Management | 198.00 | $5.6k | 100% | Sep 2024 |
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| Tucker Asset Management | 125.00 | $3.4k | 0% | Jun 2024 |
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| GoalVest Advisory | 117.00 | $3.3k | 100% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 27.00 | $779.001300 | -49% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Jun 2024 | 33k | $908k |
| Innealta Capital | Jun 2024 | 41.00 | $1.1k |