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 | $406M | 2% | Sep 2024 |
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| Savant Capital Management | 3.7M | $107M | 37% | Sep 2024 |
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| JMG Financial Group | 3.5M | $100M | 11% | Sep 2024 |
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| Colony | 2.6M | $76M | 100% | Sep 2024 |
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| Buckingham Asset Management | 2.4M | $60M | 18% | Jun 2024 |
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| Private Ocean | 2.2M | $55M | 7% | Jun 2024 |
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| Sontag Advisory | 2.2M | $63M | 100% | Sep 2024 |
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| CI Private Wealth | 2.0M | $59M | -2% | Sep 2024 |
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| Brighton Jones | 1.8M | $51M | 6% | Sep 2024 |
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| DiNuzzo Private Wealth | 1.5M | $45M | 1% | Sep 2024 |
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| TCI Wealth Advisors | 1.2M | $33M | 19% | Sep 2024 |
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| Wescott Financial Advisory Group | 961k | $28M | -13% | Sep 2024 |
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| Buckingham Strategic Partners | 924k | $27M | 5098% | Sep 2024 |
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| Quantum Financial Advisors | 826k | $24M | -2% | Sep 2024 |
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| Rs Crum | 779k | $23M | 15% | Sep 2024 |
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| Summit Financial Strategies | 691k | $20M | 6% | Sep 2024 |
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| Index Fund Advisors | 690k | $20M | 5% | Sep 2024 |
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| Resources Investment Advisors | 670k | $19M | 56% | Sep 2024 |
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| WPWealth | 668k | $19M | 9% | Sep 2024 |
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| LPL Financial | 660k | $19M | 0% | Sep 2024 |
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| SRS Capital Advisors | 582k | $17M | -2% | Sep 2024 |
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| Mosaic Family Wealth Partners | 577k | $14M | 5% | Jun 2024 |
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| Great Waters Wealth Management | 576k | $17M | 13% | Sep 2024 |
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| Creative Capital Management Investments | 574k | $17M | 12% | Sep 2024 |
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| Jane Street | 514k | $15M | 157% | Sep 2024 |
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| Integris Wealth Management | 502k | $15M | -1% | Sep 2024 |
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| Planning Center | 490k | $14M | 0% | Sep 2024 |
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| Syverson Strege & Co | 463k | $13M | -2% | Sep 2024 |
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| Rather & Kittrell | 455k | $13M | 21% | Sep 2024 |
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| Private Wealth Management Group | 447k | $13M | 10% | Sep 2024 |
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| Total Wealth Planning | 425k | $12M | 14% | Sep 2024 |
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| Jentner | 355k | $8.9M | 13% | Jun 2024 |
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| Commonwealth Equity Services | 327k | $9.4M | 0% | Sep 2024 |
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| Level Financial Advisors | 324k | $9.4M | 18% | Sep 2024 |
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| Geometric Wealth Advisors | 315k | $9.1M | 18% | Sep 2024 |
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| Apella Capital | 311k | $8.9M | -12% | Sep 2024 |
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| Sprinkle Financial Consultants | 307k | $8.9M | 1% | Sep 2024 |
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| New Capital Management | 305k | $8.8M | 3% | Sep 2024 |
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| Peirce Capital Management | 290k | $8.4M | 1% | Sep 2024 |
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| Evanson Asset Management | 262k | $7.6M | 8% | Sep 2024 |
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| Corrigan Financial | 251k | $7.2M | 22% | Sep 2024 |
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| Fischer Investment Strategies | 251k | $7.2M | 100% | Sep 2024 |
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| Advisory Services & Investments | 227k | $6.6M | -2% | Sep 2024 |
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| Pathstone Holdings | 225k | $6.5M | 0% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 215k | $6.2M | -57% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 212k | $5.3M | -17% | Jun 2024 |
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| American Investment Services | 206k | $5.1M | 17% | Jun 2024 |
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| Rappaport Reiches Capital Management | 187k | $5.4M | 8% | Sep 2024 |
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| SJS Investment Consulting | 181k | $5.2M | 7% | Sep 2024 |
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| Wealth Architects | 179k | $5.2M | 8% | Sep 2024 |
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| Envestnet Asset Management | 179k | $5.2M | 45% | Sep 2024 |
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| Tilson Financial Group | 175k | $4.4M | 0% | Sep 2024 |
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| Vestmark Advisory Solutions | 175k | $4.4M | 7% | Jun 2024 |
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| Beacon Pointe Advisors | 170k | $4.9M | 9% | Sep 2024 |
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| AdvisorNet Financial | 167k | $4.8M | 2% | Sep 2024 |
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| RFG Advisory | 166k | $4.8M | 9% | Sep 2024 |
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| Sterling Financial Planning | 166k | $4.8M | 10% | Sep 2024 |
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| Shotwell Rutter Baer | 162k | $4.6M | 2% | Sep 2024 |
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| Lam Group | 153k | $4.4M | 21% | Sep 2024 |
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| North Ridge Wealth Advisors | 147k | $3.7M | 16% | Jun 2024 |
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| LRI Investments | 143k | $3.9M | 8% | Sep 2024 |
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| Waypoint Wealth Partners | 133k | $3.9M | 2% | Sep 2024 |
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| Vawter Financial | 129k | $3.7M | 3% | Sep 2024 |
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| Jpmorgan Chase & Co | 124k | $3.6M | -6% | Sep 2024 |
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| Waypoint Capital Advisors | 122k | $3.5M | -8% | Sep 2024 |
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| Cherry Tree Wealth Management | 121k | $3.5M | 39% | Sep 2024 |
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| Susquehanna International | 112k | $3.2M | 100% | Sep 2024 |
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| Chicago Partners Investment | 105k | $3.0M | -3% | Sep 2024 |
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| Ruedi Wealth Management | 100k | $2.9M | 83% | Sep 2024 |
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| Cooper/haims Advisors | 99k | $2.9M | 4% | Sep 2024 |
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| Yardley Wealth Management | 92k | $2.7M | 100% | Sep 2024 |
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| Sterling Wealth Management | 91k | $2.6M | 65% | Sep 2024 |
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| Goss Wealth Management | 90k | $2.3M | 3% | Jun 2024 |
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| Captrust Financial Advisors | 90k | $2.6M | 10% | Sep 2024 |
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| Forum Private Client Group | 86k | $2.5M | 95% | Sep 2024 |
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| Krilogy Financial | 82k | $2.4M | -2% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 77k | $2.2M | 37% | Sep 2024 |
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| Advisor Group Holdings | 73k | $2.1M | 42% | Sep 2024 |
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| Retirement Guys Formula | 73k | $2.1M | 1% | Sep 2024 |
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| D.A. Davidson & Co. | 68k | $1.7M | 10% | Jun 2024 |
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| von Borstel & Associates | 66k | $1.9M | 100% | Sep 2024 |
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| Meritas Wealth Management | 65k | $1.9M | -1% | Sep 2024 |
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| Colorado Capital Management | 65k | $1.9M | 89% | Sep 2024 |
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| Hill Investment Group Partners | 62k | $1.6M | 0% | Jun 2024 |
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| Silvia Mccoll Wealth Management | 61k | $1.8M | 100% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 60k | $1.7M | 254% | Sep 2024 |
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| Cypress Point Wealth Management | 60k | $1.7M | 14% | Sep 2024 |
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| Northwest Wealth Management | 59k | $1.7M | 81% | Sep 2024 |
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| Mml Investors Services | 58k | $1.7M | 100% | Sep 2024 |
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| Sage Rhino Capital | 56k | $1.6M | -6% | Sep 2024 |
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| Client 1st Advisory Group | 54k | $1.4M | 3% | Jun 2024 |
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| KM Capital Management | 54k | $1.3M | 6% | Jun 2024 |
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| BWM Planning | 49k | $1.4M | 100% | Sep 2024 |
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| Market Street Wealth Management Advisors | 49k | $1.4M | 0% | Sep 2024 |
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| McNamara Financial Services | 48k | $1.4M | 4% | Sep 2024 |
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| Creative Planning | 47k | $1.4M | 5% | Sep 2024 |
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| W.H. Cornerstone Investments | 45k | $1.3M | 27% | Sep 2024 |
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| SC&H Financial Advisors | 43k | $1.2M | 9% | Sep 2024 |
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| Morris Financial Concepts | 41k | $1.2M | 7% | Sep 2024 |
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| Trust Co of the South | 36k | $1.0M | 17% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 36k | $1.0M | 1% | Sep 2024 |
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| Abel Hall | 36k | $1.0M | 0% | Sep 2024 |
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| Mattern Wealth Management | 36k | $1.0M | 14% | Sep 2024 |
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| Quarry Hill Advisors | 34k | $991k | -33% | Sep 2024 |
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| Abacus Wealth Partners | 34k | $968k | 8% | Sep 2024 |
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| Simplicity Wealth | 34k | $967k | -93% | Sep 2024 |
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| Stifel Financial | 33k | $826k | 6% | Jun 2024 |
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| SOL Capital Management | 32k | $927k | -42% | Sep 2024 |
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| Kfg Wealth Management | 32k | $924k | 100% | Sep 2024 |
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| Farther Finance Advisors | 32k | $913k | 22% | Sep 2024 |
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| Visionary Horizons | 31k | $907k | 5% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 31k | $903k | 24% | Sep 2024 |
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| Greenspring Advisors | 29k | $847k | 110% | Sep 2024 |
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| Equita Financial Network | 26k | $761k | 0% | Sep 2024 |
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| LJI Wealth Management | 26k | $752k | 0% | Sep 2024 |
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| Modera Wealth Management | 26k | $747k | -2% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 25k | $716k | 87% | Sep 2024 |
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| Branch Banking & Trust Company | 24k | $599k | 19% | Jun 2024 |
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| Signal Advisors Wealth | 22k | $629k | 100% | Sep 2024 |
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| Bay Harbor Wealth Management | 21k | $619k | 18% | Sep 2024 |
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| WorthPointe | 21k | $605k | 0% | Sep 2024 |
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| Seaside Wealth Management | 21k | $601k | 49% | Sep 2024 |
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| Wealthstream Advisors | 21k | $599k | 37% | Sep 2024 |
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| Integrated Wealth Concepts | 21k | $597k | 3% | Sep 2024 |
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| Firethorn Wealth Partners | 20k | $561k | 21% | Sep 2024 |
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| EverSource Wealth Advisors | 19k | $561k | 3% | Sep 2024 |
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| Kestra Advisory Services | 19k | $560k | 18% | Sep 2024 |
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| Assetmark | 19k | $548k | -74% | Sep 2024 |
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| Orion Portfolio Solutions | 19k | $533k | -1% | Sep 2024 |
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| Jackson Thornton Asset Management | 18k | $511k | 6% | Sep 2024 |
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| Ronald Blue Trust | 17k | $433k | 10% | Sep 2024 |
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| Collective Family Office | 17k | $498k | 3% | Sep 2024 |
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| Granite Harbor Advisors | 15k | $437k | -1% | Sep 2024 |
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| Physician Wealth Solutions | 15k | $414k | 18% | Sep 2024 |
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| Cyndeo Wealth Partners | 15k | $420k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 14k | $416k | -1% | Sep 2024 |
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| Leading Edge Financial Planning | 14k | $411k | -2% | Sep 2024 |
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| Investmark Advisory Group | 14k | $353k | 9% | Jun 2024 |
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| Delap Wealth Advisory | 14k | $404k | -50% | Sep 2024 |
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| Morgan Stanley | 14k | $349k | 38% | Jun 2024 |
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| Smartleaf Asset Management | 14k | $397k | 6% | Sep 2024 |
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| Core Wealth Management | 14k | $340k | 0% | Sep 2024 |
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| Great Oak Capital Partners | 13k | $361k | -66% | Sep 2024 |
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| Wealthcare Advisory Partners | 13k | $365k | 10% | Sep 2024 |
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| Shearwater Capital | 13k | $363k | 3% | Sep 2024 |
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| Principal Securities | 11k | $316k | -9% | Sep 2024 |
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| Capital Performance Advisors | 10k | $300k | 0% | Sep 2024 |
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| Five Oceans Advisors | 10k | $299k | 1% | Sep 2024 |
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| Sutton Place Investors | 9.8k | $283k | -1% | Sep 2024 |
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| CWM | 9.8k | $283k | -47% | Sep 2024 |
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| Fundamentun | 7.2k | $208k | -98% | Sep 2024 |
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| D. E. Shaw & Co | 7.1k | $206k | -92% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Jun 2024 | 412k | $10M |
| Flow Traders US | Jun 2024 | 106k | $2.6M |
| Old Mission Capital | Mar 2024 | 82k | $2.1M |
| True Wealth Design | Jun 2024 | 34k | $856k |
| Renaissance Technologies | Jun 2024 | 21k | $515k |