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 |
|---|---|---|---|---|---|
| FMR | 3.7M | $101M | 373929100% | Mar 2025 |
|
| Asset Dedication | 2.5M | $68M | 2% | Mar 2025 |
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| Comprehensive Portfolio Management | 1.0M | $27M | -1% | Mar 2025 |
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| HighTower Advisors | 908k | $25M | -1% | Mar 2025 |
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| Raymond James Financial | 834k | $23M | 8% | Mar 2025 |
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| True Wealth Design | 806k | $22M | 0% | Mar 2025 |
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| Jane Street | 673k | $18M | 94% | Mar 2025 |
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| Marquette Asset Management | 655k | $20M | 2% | Jun 2025 |
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| Sensible Money | 637k | $17M | 7% | Mar 2025 |
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| Citadel Advisors | 586k | $16M | 3756% | Mar 2025 |
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| Burns Wealth Management | 491k | $13M | 11% | Mar 2025 |
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| Evanson Asset Management | 477k | $14M | 4% | Jun 2025 |
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| Strata Wealth Advisors | 476k | $13M | 1191% | Mar 2025 |
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| Eagle Wealth Strategies | 472k | $13M | 100% | Mar 2025 |
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| Janney Montgomery Scott | 461k | $13M | -1% | Mar 2025 |
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| Jones Financial Companies, L.L | 455k | $12M | 74% | Mar 2025 |
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| Eqis Capital Management | 427k | $12M | 0% | Mar 2025 |
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| Root Financial Partners | 381k | $10M | -8% | Mar 2025 |
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| Index Fund Advisors | 333k | $9.0M | 7% | Mar 2025 |
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| Graves-Light Private Wealth Management | 323k | $9.7M | 3% | Jun 2025 |
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| Alesco Advisors | 321k | $9.6M | 14% | Jun 2025 |
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| AE Wealth Management | 267k | $7.2M | 9% | Mar 2025 |
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| Blume Capital Management | 257k | $7.0M | 7% | Mar 2025 |
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| Financial Architects | 254k | $6.9M | 2% | Mar 2025 |
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| Branch Banking & Trust Company | 253k | $6.8M | 0% | Mar 2025 |
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| von Borstel & Associates | 245k | $6.6M | 30% | Mar 2025 |
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| DiNuzzo Private Wealth | 219k | $5.9M | 1% | Mar 2025 |
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| Aveo Capital Partners | 210k | $5.7M | -17% | Mar 2025 |
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| Betterment | 201k | $5.4M | 58% | Mar 2025 |
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| Warren Averett Asset Management | 198k | $5.4M | 0% | Mar 2025 |
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| PBMares Wealth Management | 176k | $4.8M | 3% | Mar 2025 |
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| Sterling Financial Planning | 176k | $4.8M | 14% | Mar 2025 |
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| Cordant | 163k | $4.9M | -10% | Jun 2025 |
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| Tortoise Investment Management | 162k | $4.4M | 20% | Mar 2025 |
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| Goss Wealth Management | 151k | $4.1M | -8% | Mar 2025 |
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| Breakwater Capital Group | 150k | $4.5M | -4% | Jun 2025 |
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| United Wealth Management | 150k | $4.0M | 20% | Mar 2025 |
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| CI Private Wealth | 140k | $3.8M | 9% | Mar 2025 |
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| Envestnet Asset Management | 131k | $3.6M | -13% | Mar 2025 |
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| Mills Wealth Advisors | 130k | $3.5M | 13% | Mar 2025 |
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| Maryland Capital Advisors | 127k | $3.8M | 4% | Jun 2025 |
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| Timonier Family Office | 126k | $3.4M | 19% | Mar 2025 |
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| Pathstone Holdings | 122k | $3.3M | 2% | Mar 2025 |
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| Savant Capital Management | 106k | $2.9M | -41% | Mar 2025 |
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| Family Investment Center | 104k | $3.1M | 3% | Jun 2025 |
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| Integrity Alliance | 100k | $2.7M | 100% | Mar 2025 |
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| Dravo Bay | 98k | $2.7M | -5% | Mar 2025 |
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| Resources Investment Advisors | 94k | $2.5M | 4% | Mar 2025 |
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| Vestia Personal Wealth Advisors | 90k | $2.4M | 27% | Mar 2025 |
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| Verum Partners | 89k | $2.7M | -2% | Jun 2025 |
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| Heritage Financial Services | 88k | $2.4M | -31% | Mar 2025 |
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| Eq Wealth Advisors | 86k | $2.3M | 54% | Mar 2025 |
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| Lam Group | 85k | $2.5M | 1% | Jun 2025 |
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| Astra Wealth Partners | 83k | $2.2M | 3% | Mar 2025 |
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| Wealth Advisors Northwest | 83k | $2.2M | 3% | Mar 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 82k | $2.2M | 7% | Mar 2025 |
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| Chicago Partners Investment | 82k | $2.2M | -3% | Mar 2025 |
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| Blue Oak Capital | 81k | $2.2M | 5% | Mar 2025 |
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| Susquehanna International | 78k | $2.1M | 100% | Mar 2025 |
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| Sequoia Financial Advisors | 78k | $2.1M | -2% | Mar 2025 |
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| Main Street Financial Solutions | 77k | $2.1M | 205% | Mar 2025 |
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| Hanson McClain Advisors | 76k | $2.0M | -2% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 76k | $2.0M | 0% | Mar 2025 |
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| White Wing Wealth Management | 73k | $2.2M | -2% | Jun 2025 |
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| Farther Finance Advisors | 72k | $2.2M | 16% | Jun 2025 |
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| Jpmorgan Chase & Co | 71k | $1.9M | 24% | Mar 2025 |
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| Advisor Group Holdings | 68k | $1.8M | 109% | Mar 2025 |
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| BKA Wealth Consulting | 67k | $2.0M | -22% | Jun 2025 |
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| McGrath & Associates | 65k | $1.7M | 100% | Mar 2025 |
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| Steward Partners Investment Advisory | 64k | $1.7M | -14% | Mar 2025 |
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| Commonwealth Equity Services | 62k | $1.7M | 26% | Mar 2025 |
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| Applied Capital | 61k | $1.7M | 1% | Mar 2025 |
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| Perigon Wealth Management | 60k | $1.6M | 310% | Mar 2025 |
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| Abel Hall | 59k | $1.6M | 7% | Mar 2025 |
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| Versant Capital Management | 57k | $1.7M | 9% | Jun 2025 |
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| EnRich Financial Partners | 53k | $1.4M | 1% | Mar 2025 |
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| Spire Wealth Management | 48k | $1.3M | 10% | Mar 2025 |
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| Mml Investors Services | 46k | $1.3M | 100% | Mar 2025 |
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| EP Wealth Advisors | 46k | $1.2M | -52% | Mar 2025 |
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| Foundation Wealth Management | 45k | $1.2M | 100% | Mar 2025 |
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| Pinney & Scofield | 44k | $1.2M | 8% | Mar 2025 |
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| Vantage Point Financial | 44k | $1.2M | 23% | Mar 2025 |
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| Porter White Investment Advisors | 40k | $1.1M | 14% | Mar 2025 |
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| Deschutes Portfolio Strategy | 40k | $1.1M | 0% | Mar 2025 |
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| Clark Asset Management | 39k | $1.0M | 100% | Mar 2025 |
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| Monograph Wealth Advisors | 35k | $938k | 0% | Mar 2025 |
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| Schubert & Co | 34k | $928k | 21% | Mar 2025 |
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| Efficient Frontier Advisors | 33k | $989k | 0% | Jun 2025 |
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| Forum Financial Management | 32k | $871k | 0% | Mar 2025 |
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| Gibson Capital | 32k | $865k | 0% | Mar 2025 |
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| Oceanside Advisors | 31k | $837k | -5% | Mar 2025 |
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| Tru Independence Asset Management 2 | 30k | $808k | 35% | Mar 2025 |
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| U.S. Capital Wealth Advisors | 27k | $810k | -6% | Jun 2025 |
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| Grunden Financial Advisory | 26k | $706k | 5% | Mar 2025 |
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| Royal Bank of Canada | 26k | $702k | 22% | Mar 2025 |
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| CSS | 24k | $635k | 0% | Mar 2025 |
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| Altiora Financial Group | 23k | $613k | 0% | Mar 2025 |
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| Baird Financial | 23k | $612k | 100% | Mar 2025 |
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| Dorsey & Whitney Trust Company | 22k | $588k | 0% | Mar 2025 |
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| LPL Financial | 21k | $577k | -5% | Mar 2025 |
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| JFS Wealth Advisors | 20k | $550k | -20% | Mar 2025 |
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| Unison Advisors | 20k | $533k | -6% | Mar 2025 |
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| Moisand Fitzgerald Tamayo | 19k | $501k | 0% | Mar 2025 |
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| BOS Asset Management | 18k | $498k | 0% | Mar 2025 |
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| Hanover Advisors | 18k | $490k | 1% | Mar 2025 |
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| RCS Financial Planning | 17k | $465k | -5% | Mar 2025 |
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| Buckingham Strategic Partners | 17k | $459k | 100% | Mar 2025 |
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| Natixis Asset Management Advisors | 17k | $447k | 100% | Mar 2025 |
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| Two West Capital Advisors | 16k | $418k | 8% | Mar 2025 |
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| Pettinga Financial Advisors | 16k | $440k | 24% | Mar 2025 |
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| Tranquility Partners | 15k | $416k | 0% | Mar 2025 |
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| Heritage Wealth Management, Inc./Texas | 14k | $381k | -3% | Mar 2025 |
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| SwitchPoint Financial Planning | 14k | $371k | 100% | Mar 2025 |
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| Colony | 13k | $359k | -3% | Mar 2025 |
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| Firethorn Wealth Partners | 13k | $357k | 0% | Mar 2025 |
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| Fiduciary Financial Group | 12k | $370k | 0% | Jun 2025 |
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| Clune & Associates | 12k | $320k | -5% | Mar 2025 |
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| American Investment Services | 12k | $316k | 14% | Mar 2025 |
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| Austin Private Wealth | 12k | $312k | 100% | Mar 2025 |
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| Cambridge Investment Research Advisors | 11k | $285k | 7% | Mar 2025 |
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| Rehmann Capital Advisory | 9.8k | $266k | -2% | Mar 2025 |
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| Rockwood Wealth Management | 9.8k | $294k | 0% | Jun 2025 |
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| Pacific Asset Management | 9.7k | $292k | 1% | Jun 2025 |
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| Wealthcare Advisory Partners | 9.7k | $262k | 4% | Mar 2025 |
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| Integrated Wealth Concepts | 9.7k | $261k | 0% | Mar 2025 |
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| Citigroup | 9.5k | $258k | 86% | Mar 2025 |
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| Simplicity Wealth | 9.3k | $251k | 100% | Mar 2025 |
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| Mraz, Amerine & Associates | 9.1k | $246k | 0% | Mar 2025 |
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| Acorn Wealth Advisors | 8.9k | $242k | 7% | Mar 2025 |
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| Sutton Place Investors | 8.8k | $238k | 2% | Mar 2025 |
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| Gentry Private Wealth | 8.7k | $236k | -32% | Mar 2025 |
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| Wingate Wealth Advisors | 8.6k | $233k | 0% | Mar 2025 |
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| Lazari Capital Management | 8.3k | $225k | -9% | Mar 2025 |
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| SageView Advisory Group | 8.2k | $222k | 2% | Mar 2025 |
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| First Financial Group Corp | 7.6k | $205k | 100% | Mar 2025 |
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| Gemmer Asset Management | 7.5k | $204k | 100% | Mar 2025 |
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| Mariner Wealth Advisors | 7.5k | $203k | 100% | Mar 2025 |
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| Cloud Capital Management | 7.1k | $191k | 100% | Mar 2025 |
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| Shearwater Capital | 7.0k | $209k | 100% | Jun 2025 |
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| Phillips Financial Management | 5.5k | $149k | 11% | Mar 2025 |
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| O'shaughnessy Asset Management | 5.5k | $149k | 28% | Mar 2025 |
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| Glen Eagle Advisors | 5.0k | $134k | 0% | Mar 2025 |
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| Bruce G. Allen Investments | 4.7k | $141k | 0% | Jun 2025 |
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| Red Lighthouse Investment Management | 4.4k | $114k | 0% | Mar 2025 |
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| Brian McDonald | 3.7k | $100k | 170% | Mar 2025 |
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| Vestor Capital Corp | 3.7k | $100k | 0% | Mar 2025 |
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| Ancora Advisors | 3.7k | $99k | -41% | Mar 2025 |
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| Elevate Wealth Advisory | 3.5k | $95k | -48% | Mar 2025 |
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| Family CFO | 3.0k | $82k | 0% | Mar 2025 |
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| Avondale Wealth Management | 2.0k | $54k | 0% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Retirement Solution | Dec 2024 | 208k | $5.4M |
| Edge Financial Advisors | Dec 2024 | 68k | $1.8M |
| Wealth Management Nebraska | Dec 2024 | 19k | $487k |
| Park Avenue Securities | Mar 2025 | 18k | $483k |
| IFG Advisory | Dec 2024 | 10k | $10k |
| Envestnet Portfolio Solutions | Dec 2024 | 7.9k | $207k |
| Evergreen Capital Management | Dec 2024 | 7.9k | $207k |