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 | 2.2M | $56M | 6% | Mar 2024 |
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| Heritage Financial Services | 1.7M | $43M | 11% | Dec 2023 |
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| Comprehensive Portfolio Management | 892k | $23M | 3% | Dec 2023 |
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| True Wealth Design | 740k | $19M | 65% | Dec 2023 |
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| Marquette Asset Management | 616k | $16M | 37% | Dec 2023 |
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| Beacon Pointe Advisors | 551k | $14M | 2% | Dec 2023 |
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| Janney Montgomery Scott | 464k | $12M | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 399k | $10M | 100% | Dec 2023 |
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| Evanson Asset Management | 378k | $9.8M | 12% | Mar 2024 |
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| Opes Wealth Management | 331k | $8.3M | -1% | Dec 2023 |
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| Jane Street | 288k | $7.3M | 167% | Dec 2023 |
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| AE Wealth Management | 270k | $6.6M | 12% | Dec 2023 |
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| Aveo Capital Partners | 261k | $6.6M | 12% | Dec 2023 |
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| Graves-Light Private Wealth Management | 236k | $5.9M | 9% | Dec 2023 |
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| Blume Capital Management | 226k | $5.7M | 25% | Dec 2023 |
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| Bank Of Montreal | 216k | $5.5M | 284% | Dec 2023 |
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| DiNuzzo Private Wealth | 211k | $5.3M | 100% | Dec 2023 |
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| Financial Architects | 202k | $5.1M | 100% | Dec 2023 |
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| Pathstone Holdings | 199k | $5.0M | 100% | Dec 2023 |
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| Bridgeworth | 196k | $4.9M | 2% | Dec 2023 |
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| Fischer Investment Strategies | 148k | $3.7M | 100% | Dec 2023 |
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| Branch Banking & Trust Company | 138k | $3.5M | 1376% | Dec 2023 |
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| Alesco Advisors | 138k | $3.5M | 11% | Dec 2023 |
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| Savant Capital Management | 136k | $3.4M | 6% | Dec 2023 |
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| Vestmark Advisory Solutions | 132k | $3.3M | 26% | Dec 2023 |
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| Breakwater Capital Group | 130k | $3.4M | -9% | Mar 2024 |
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| PBMares Wealth Management | 118k | $3.0M | 57% | Dec 2023 |
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| Cordant | 109k | $2.8M | 33% | Mar 2024 |
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| Retirement Solution | 104k | $2.6M | 2% | Dec 2023 |
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| Sterling Financial Planning | 102k | $2.6M | 27% | Dec 2023 |
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| Verum Partners | 96k | $2.5M | 3% | Mar 2024 |
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| CI Private Wealth | 96k | $2.4M | 100% | Dec 2023 |
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| Maryland Capital Advisors | 92k | $2.4M | 4% | Mar 2024 |
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| Lam Group | 75k | $1.9M | 0% | Mar 2024 |
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| Root Financial Partners | 74k | $1.9M | 51% | Dec 2023 |
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| Sequoia Financial Advisors | 71k | $1.8M | 31% | Dec 2023 |
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| BKA Wealth Consulting | 59k | $1.5M | 5% | Mar 2024 |
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| White Wing Wealth Management | 58k | $1.5M | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 58k | $1.5M | 10% | Dec 2023 |
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| Chicago Partners Investment | 58k | $1.4M | 2% | Dec 2023 |
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| Applied Capital | 58k | $1.5M | 0% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 57k | $1.4M | 23% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 55k | $1.4M | 58% | Dec 2023 |
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| Betterment | 51k | $1.3M | 74% | Dec 2023 |
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| Abel Hall | 50k | $1.3M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 50k | $1.3M | -10% | Dec 2023 |
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| Cardiff Park Advisors | 46k | $1.2M | 0% | Dec 2023 |
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| Flow Traders US | 46k | $1.2M | -45% | Dec 2023 |
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| RCS Financial Planning | 46k | $1.1M | -5% | Dec 2023 |
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| Deschutes Portfolio Strategy | 40k | $1.0M | 5% | Dec 2023 |
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| Commonwealth Equity Services | 38k | $955k | -9% | Dec 2023 |
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| Atria Wealth Solutions | 34k | $863k | 100% | Dec 2023 |
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| Gibson Capital | 32k | $830k | 0% | Mar 2024 |
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| Oceanside Advisors | 29k | $739k | 100% | Dec 2023 |
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| Strata Wealth Advisors | 26k | $663k | 100% | Mar 2024 |
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| Cambridge Investment Research Advisors | 25k | $621k | -22% | Dec 2023 |
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| Royal Bank of Canada | 24k | $602k | 540% | Dec 2023 |
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| Unison Advisors | 23k | $608k | -11% | Mar 2024 |
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| Wealthsource Partners | 23k | $580k | -6% | Dec 2023 |
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| Lincoln National | 22k | $555k | 6% | Dec 2023 |
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| Envision Financial Planning | 21k | $540k | 100% | Dec 2023 |
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| Kestra Advisory Services | 19k | $488k | 12% | Dec 2023 |
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| Bank of America Corporation | 19k | $484k | 52% | Dec 2023 |
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| Allen Capital Group | 18k | $458k | -18% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 17k | $451k | 2% | Mar 2024 |
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| Tortoise Investment Management | 17k | $433k | -4% | Dec 2023 |
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| Family Investment Center | 15k | $376k | 100% | Dec 2023 |
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| Heritage Wealth Management, Inc./Texas | 14k | $360k | 1% | Dec 2023 |
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| Firethorn Wealth Partners | 13k | $334k | 51% | Mar 2024 |
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| Rather & Kittrell | 13k | $319k | 100% | Dec 2023 |
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| BOS Asset Management | 13k | $317k | 17% | Dec 2023 |
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| Tranquility Partners | 12k | $313k | 12% | Dec 2023 |
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| Pettinga Financial Advisors | 12k | $313k | -12% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 12k | $302k | 0% | Dec 2023 |
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| Grunden Financial Advisory | 12k | $293k | 100% | Dec 2023 |
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| HighTower Advisors | 12k | $290k | 18% | Dec 2023 |
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| American Investment Services | 11k | $271k | 0% | Dec 2023 |
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| Buckingham Asset Management | 10k | $257k | 3% | Dec 2023 |
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| Mraz, Amerine & Associates | 9.5k | $239k | 0% | Dec 2023 |
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| Forum Financial Management | 9.2k | $232k | -39% | Dec 2023 |
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| Raymond James & Associates | 9.0k | $228k | 100% | Dec 2023 |
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| Schubert & Co | 8.7k | $219k | -5% | Dec 2023 |
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| Elevate Wealth Advisory | 8.3k | $208k | 100% | Dec 2023 |
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| B.O.S.S. Retirement Advisors | 7.9k | $200k | 100% | Dec 2023 |
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| Advisor Group Holdings | 5.0k | $126k | -67% | Dec 2023 |
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| Ancora Advisors | 4.9k | $123k | -15% | Dec 2023 |
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| Bruce G. Allen Investments | 4.6k | $120k | 0% | Mar 2024 |
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| Red Lighthouse Investment Management | 4.4k | $111k | -15% | Dec 2023 |
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| Avondale Wealth Management | 4.0k | $101k | -83% | Dec 2023 |
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| Family CFO | 2.5k | $65k | 47% | Mar 2024 |
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| Hanson McClain Advisors | 2.4k | $61k | 0% | Dec 2023 |
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| Phillips Financial Management | 2.3k | $58k | 1% | Dec 2023 |
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| JFS Wealth Advisors | 1.9k | $49k | 100% | Dec 2023 |
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| Aspire Wealth Management Corp | 1.4k | $35k | 0% | Dec 2023 |
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| Aspire Private Capital | 1.3k | $34k | 30% | Mar 2024 |
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| Global Retirement Partners | 990.00 | $24k | 0% | Dec 2023 |
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| McIlrath & Eck | 793.00 | $20k | 0% | Dec 2023 |
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| Farther Finance Advisors | 624.00 | $16k | -45% | Dec 2023 |
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| Oliver Lagore Vanvalin Investment Group | 520.00 | $13k | 39% | Dec 2023 |
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| Versant Capital Management | 486.00 | $13k | 149% | Mar 2024 |
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| O'shaughnessy Asset Management | 440.00 | $11k | -94% | Dec 2023 |
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| Mather Group | 438.00 | $11k | 100% | Mar 2024 |
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| Your Advocates | 427.00 | $11k | 0% | Dec 2023 |
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| Tucker Asset Management | 125.00 | $3.2k | 0% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Del-Sette Capital Management | Sep 2023 | 132k | $3.1M |
| Sigma Planning | Sep 2023 | 27k | $629k |
| H D Vest Advisory Services | Sep 2023 | 12k | $290k |
| Tompkins Financial Corp | Dec 2023 | 246.00 | $6.2k |