Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGR
- CUSIP Number: 25434v658
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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 | 14M | $358M | 0% | Dec 2024 |
|
| Savant Capital Management | 4.6M | $116M | 23% | Dec 2024 |
|
| JMG Financial Group | 4.0M | $102M | 15% | Dec 2024 |
|
| Colony | 3.1M | $78M | 16% | Dec 2024 |
|
| Sontag Advisory | 2.4M | $61M | 11% | Dec 2024 |
|
| LifeGuide Financial Advisors | 2.1M | $55M | 100% | Mar 2025 |
|
| Brighton Jones | 2.0M | $51M | 14% | Dec 2024 |
|
| CI Private Wealth | 1.8M | $46M | -13% | Dec 2024 |
|
| DiNuzzo Private Wealth | 1.6M | $41M | 4% | Dec 2024 |
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| TCI Wealth Advisors | 1.3M | $34M | 16% | Dec 2024 |
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| Jane Street | 1.1M | $28M | 116% | Dec 2024 |
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| Buckingham Strategic Partners | 1.1M | $27M | 15% | Dec 2024 |
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| Wescott Financial Advisory Group | 971k | $25M | 1% | Dec 2024 |
|
| Quantum Financial Advisors | 832k | $21M | 1% | Dec 2024 |
|
| Verisail Partners | 771k | $20M | -4% | Mar 2025 |
|
| LPL Financial | 766k | $20M | 16% | Dec 2024 |
|
| Summit Financial Strategies | 741k | $19M | 7% | Dec 2024 |
|
| Index Fund Advisors | 719k | $18M | 4% | Dec 2024 |
|
| Resources Investment Advisors | 715k | $18M | 7% | Dec 2024 |
|
| WPWealth | 707k | $18M | 6% | Dec 2024 |
|
| Rs Crum | 682k | $18M | -16% | Mar 2025 |
|
| Great Waters Wealth Management | 657k | $17M | -4% | Mar 2025 |
|
| SRS Capital Advisors | 602k | $15M | 3% | Dec 2024 |
|
| Creative Capital Management Investments | 594k | $15M | 3% | Dec 2024 |
|
| Rather & Kittrell | 550k | $14M | 21% | Dec 2024 |
|
| Total Wealth Planning | 537k | $14M | 11% | Mar 2025 |
|
| Integris Wealth Management | 518k | $13M | 3% | Dec 2024 |
|
| Planning Center | 494k | $13M | 1% | Dec 2024 |
|
| Syverson Strege & Co | 479k | $12M | 4% | Dec 2024 |
|
| Private Wealth Management Group | 464k | $12M | 4% | Dec 2024 |
|
| Jentner | 429k | $11M | 20% | Dec 2024 |
|
| Elser Financial Planning | 422k | $11M | 100% | Dec 2024 |
|
| Level Financial Advisors | 412k | $11M | 10% | Mar 2025 |
|
| Bridge Generations Wealth Management | 392k | $10M | 100% | Dec 2024 |
|
| Willow Creek Wealth Management | 378k | $9.6M | 100% | Dec 2024 |
|
| Wealth Management Nebraska | 360k | $9.2M | 100% | Dec 2024 |
|
| Corrigan Financial | 341k | $8.9M | 25% | Mar 2025 |
|
| Commonwealth Equity Services | 338k | $8.6M | 3% | Dec 2024 |
|
| Sprinkle Financial Consultants | 337k | $8.8M | 0% | Mar 2025 |
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| Geometric Wealth Advisors | 329k | $8.4M | 4% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 317k | $8.1M | 48% | Dec 2024 |
|
| New Capital Management | 307k | $7.8M | 1% | Dec 2024 |
|
| Evanson Asset Management | 303k | $7.7M | 16% | Dec 2024 |
|
| RFG Advisory | 284k | $7.5M | 61% | Mar 2025 |
|
| Peirce Capital Management | 275k | $7.0M | -5% | Dec 2024 |
|
| Master's Wealth Management | 248k | $6.3M | 100% | Dec 2024 |
|
| Apella Capital | 245k | $6.1M | -15% | Mar 2025 |
|
| American Investment Services | 237k | $6.1M | 13% | Dec 2024 |
|
| Pathstone Holdings | 222k | $5.7M | -1% | Dec 2024 |
|
| GeoWealth Management | 207k | $5.3M | 4212% | Dec 2024 |
|
| Rappaport Reiches Capital Management | 205k | $5.2M | 10% | Dec 2024 |
|
| REAP Financial Group | 205k | $5.2M | 0% | Dec 2024 |
|
| Vestmark Advisory Solutions | 204k | $5.2M | 17% | Dec 2024 |
|
| SJS Investment Consulting | 201k | $5.3M | 5% | Mar 2025 |
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| Tilson Financial Group | 200k | $5.1M | 14% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 199k | $5.2M | -1% | Mar 2025 |
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| Envestnet Asset Management | 195k | $5.0M | 9% | Dec 2024 |
|
| XY Planning Network | 194k | $4.9M | 100% | Dec 2024 |
|
| Wealth Architects | 189k | $4.8M | 6% | Dec 2024 |
|
| Rockwood Wealth Management | 185k | $4.9M | 206% | Mar 2025 |
|
| Armis Advisers | 185k | $4.7M | 100% | Dec 2024 |
|
| AdvisorNet Financial | 185k | $4.8M | 6% | Mar 2025 |
|
| Lam Group | 181k | $4.7M | -17% | Mar 2025 |
|
| Beacon Pointe Advisors | 177k | $4.5M | 4% | Dec 2024 |
|
| Sterling Financial Planning | 173k | $4.4M | 5% | Dec 2024 |
|
| Mosaic Family Wealth Partners | 168k | $4.3M | -8% | Dec 2024 |
|
| Shotwell Rutter Baer | 165k | $4.1M | 2% | Dec 2024 |
|
| LRI Investments | 159k | $4.1M | 11% | Dec 2024 |
|
| Goss Wealth Management | 155k | $4.0M | 3% | Dec 2024 |
|
| Vawter Financial | 149k | $3.8M | 16% | Dec 2024 |
|
| McMill Wealth Management | 141k | $3.6M | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 137k | $3.5M | 10% | Dec 2024 |
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| Waypoint Wealth Partners | 132k | $3.4M | -1% | Dec 2024 |
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| Clarity Wealth Development | 131k | $3.4M | 100% | Dec 2024 |
|
| Ruedi Wealth Management | 128k | $3.3M | 28% | Dec 2024 |
|
| Cherry Tree Wealth Management | 125k | $3.2M | 4% | Dec 2024 |
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| Awm Capital | 123k | $3.1M | 122% | Dec 2024 |
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| Mercer Global Advisors | 117k | $3.0M | 100% | Dec 2024 |
|
| Cooper/haims Advisors | 115k | $2.9M | 16% | Dec 2024 |
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| Cypress Point Wealth Management | 113k | $3.0M | 20% | Mar 2025 |
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| Forum Private Client Group | 112k | $2.9M | 31% | Dec 2024 |
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| Spire Wealth Management | 112k | $2.9M | 100% | Dec 2024 |
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| Yardley Wealth Management | 111k | $2.9M | 20% | Dec 2024 |
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| Fischer Investment Strategies | 107k | $2.7M | -58% | Dec 2024 |
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| von Borstel & Associates | 106k | $2.7M | 60% | Dec 2024 |
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| Chicago Partners Investment | 104k | $2.6M | 0% | Dec 2024 |
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| Captrust Financial Advisors | 103k | $2.6M | 15% | Dec 2024 |
|
| Henrickson Nauta Wealth Advisors | 102k | $2.5M | 17% | Mar 2025 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 100k | $2.6M | 67% | Dec 2024 |
|
| Farther Finance Advisors | 96k | $2.5M | 113% | Mar 2025 |
|
| Colorado Capital Management | 94k | $2.4M | 45% | Dec 2024 |
|
| Sterling Wealth Management | 94k | $2.4M | 3% | Dec 2024 |
|
| Krilogy Financial | 91k | $2.4M | 4% | Mar 2025 |
|
| Balanced Rock Investment Advisors | 89k | $2.3M | 100% | Dec 2024 |
|
| Essential Planning | 85k | $2.3M | 100% | Dec 2024 |
|
| Betterment | 82k | $2.1M | 17% | Dec 2024 |
|
| Advisor Group Holdings | 75k | $2.2M | 3% | Dec 2024 |
|
| Northwest Wealth Management | 74k | $1.9M | 26% | Dec 2024 |
|
| Old Mission Capital | 74k | $1.9M | 100% | Dec 2024 |
|
| Sage Rhino Capital | 72k | $1.8M | 30% | Dec 2024 |
|
| D.A. Davidson & Co. | 70k | $1.8M | -1% | Dec 2024 |
|
| Wealthcare Advisory Partners | 67k | $1.8M | 303% | Mar 2025 |
|
| Avant Financial Advisors | 66k | $1.7M | 100% | Dec 2024 |
|
| Claris Advisors, Llc / Mo / | 64k | $1.7M | 50% | Mar 2025 |
|
| Mml Investors Services | 63k | $1.6M | 10% | Dec 2024 |
|
| Silvia Mccoll Wealth Management | 63k | $1.7M | 1% | Mar 2025 |
|
| Retirement Guys Formula | 63k | $1.6M | -14% | Dec 2024 |
|
| Timonier Family Office | 62k | $1.6M | 100% | Dec 2024 |
|
| Meritas Wealth Management | 61k | $1.6M | -9% | Mar 2025 |
|
| Aegis Wealth Management | 60k | $1.5M | 100% | Dec 2024 |
|
| Hill Investment Group Partners | 60k | $1.5M | 0% | Dec 2024 |
|
| EverSource Wealth Advisors | 58k | $1.5M | 198% | Dec 2024 |
|
| McNamara Financial Services | 51k | $1.3M | 20% | Mar 2025 |
|
| Poinciana Advisors Group | 51k | $1.3M | 100% | Dec 2024 |
|
| Market Street Wealth Management Advisors | 50k | $1.3M | 2% | Dec 2024 |
|
| SC&H Financial Advisors | 50k | $1.3M | 14% | Dec 2024 |
|
| Creative Planning | 49k | $1.3M | 4% | Dec 2024 |
|
| Wealth Advisors Northwest | 49k | $1.3M | 214% | Mar 2025 |
|
| Morris Financial Concepts | 48k | $1.2M | 16% | Dec 2024 |
|
| Trust Co of the South | 48k | $1.2M | 33% | Dec 2024 |
|
| Kfg Wealth Management | 47k | $1.2M | 4% | Mar 2025 |
|
| KM Capital Management | 47k | $1.2M | 0% | Dec 2024 |
|
| Ridgeline Wealth | 45k | $1.2M | 7% | Mar 2025 |
|
| W.H. Cornerstone Investments | 45k | $1.1M | 0% | Dec 2024 |
|
| Vestia Personal Wealth Advisors | 45k | $1.1M | 24% | Dec 2024 |
|
| Abel Hall | 42k | $1.1M | 17% | Dec 2024 |
|
| Client 1st Advisory Group | 41k | $1.1M | -22% | Dec 2024 |
|
| Geneos Wealth Management | 41k | $1.0M | 100% | Dec 2024 |
|
| Stifel Financial | 38k | $981k | -3% | Dec 2024 |
|
| Visionary Horizons | 37k | $968k | 3% | Mar 2025 |
|
| Abacus Wealth Partners | 37k | $932k | 9% | Dec 2024 |
|
| Modera Wealth Management | 36k | $930k | 41% | Dec 2024 |
|
| Mattern Wealth Management | 36k | $917k | 1% | Dec 2024 |
|
| True North Advisors | 36k | $912k | 100% | Dec 2024 |
|
| Quarry Hill Advisors | 35k | $890k | 2% | Dec 2024 |
|
| Townsquare Capital | 34k | $860k | 100% | Dec 2024 |
|
| Vantage Point Financial | 33k | $849k | 100% | Dec 2024 |
|
| Ronald Blue Trust | 33k | $833k | 88% | Dec 2024 |
|
| BWM Planning | 32k | $824k | -34% | Dec 2024 |
|
| Heritage Investment Group | 32k | $810k | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 30k | $775k | 47% | Dec 2024 |
|
| Greenspring Advisors | 30k | $786k | 0% | Mar 2025 |
|
| SOL Capital Management | 30k | $759k | -7% | Dec 2024 |
|
| Keb Asset Management | 29k | $743k | 100% | Dec 2024 |
|
| Kestra Advisory Services | 29k | $731k | 48% | Dec 2024 |
|
| McGrath & Associates | 28k | $741k | 100% | Mar 2025 |
|
| Parkworth Wealth Management | 28k | $718k | 100% | Dec 2024 |
|
| Gts Securities | 27k | $697k | 100% | Dec 2024 |
|
| Equita Financial Network | 27k | $682k | 1% | Dec 2024 |
|
| Simplicity Wealth | 27k | $699k | 100% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2024 | 112k | $3.2M |