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 |
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| Savant Capital Management | 4.6M | $116M | 23% | Dec 2024 |
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| JMG Financial Group | 4.0M | $102M | 15% | Dec 2024 |
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| Colony | 3.1M | $78M | 16% | Dec 2024 |
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| Sontag Advisory | 2.4M | $61M | 11% | Dec 2024 |
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| Brighton Jones | 2.0M | $51M | 14% | Dec 2024 |
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| CI Private Wealth | 1.8M | $46M | -13% | Dec 2024 |
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| 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 |
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| Quantum Financial Advisors | 832k | $21M | 1% | Dec 2024 |
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| Rs Crum | 811k | $21M | 4% | Dec 2024 |
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| Verisail Partners | 800k | $20M | 100% | Dec 2024 |
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| LPL Financial | 766k | $20M | 16% | Dec 2024 |
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| Summit Financial Strategies | 741k | $19M | 7% | Dec 2024 |
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| Index Fund Advisors | 719k | $18M | 4% | Dec 2024 |
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| Resources Investment Advisors | 715k | $18M | 7% | Dec 2024 |
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| WPWealth | 707k | $18M | 6% | Dec 2024 |
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| Great Waters Wealth Management | 685k | $18M | 19% | Dec 2024 |
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| SRS Capital Advisors | 602k | $15M | 3% | Dec 2024 |
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| Creative Capital Management Investments | 594k | $15M | 3% | Dec 2024 |
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| Rather & Kittrell | 550k | $14M | 21% | Dec 2024 |
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| Integris Wealth Management | 518k | $13M | 3% | Dec 2024 |
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| Planning Center | 494k | $13M | 1% | Dec 2024 |
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| Total Wealth Planning | 484k | $12M | 14% | Dec 2024 |
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| Syverson Strege & Co | 479k | $12M | 4% | Dec 2024 |
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| Private Wealth Management Group | 464k | $12M | 4% | Dec 2024 |
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| Jentner | 429k | $11M | 20% | Dec 2024 |
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| Elser Financial Planning | 422k | $11M | 100% | Dec 2024 |
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| Bridge Generations Wealth Management | 392k | $10M | 100% | Dec 2024 |
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| Willow Creek Wealth Management | 378k | $9.6M | 100% | Dec 2024 |
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| Level Financial Advisors | 374k | $9.6M | 16% | Dec 2024 |
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| Wealth Management Nebraska | 360k | $9.2M | 100% | Dec 2024 |
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| Commonwealth Equity Services | 338k | $8.6M | 3% | Dec 2024 |
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| Sprinkle Financial Consultants | 337k | $8.6M | 10% | Dec 2024 |
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| Geometric Wealth Advisors | 329k | $8.4M | 4% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 317k | $8.1M | 48% | Dec 2024 |
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| New Capital Management | 307k | $7.8M | 1% | Dec 2024 |
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| Evanson Asset Management | 303k | $7.7M | 16% | Dec 2024 |
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| Apella Capital | 289k | $7.4M | -7% | Dec 2024 |
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| Peirce Capital Management | 275k | $7.0M | -5% | Dec 2024 |
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| Corrigan Financial | 273k | $7.0M | 9% | Dec 2024 |
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| Master's Wealth Management | 248k | $6.3M | 100% | Dec 2024 |
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| American Investment Services | 237k | $6.1M | 13% | Dec 2024 |
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| Advisory Services & Investments | 227k | $6.6M | -2% | Sep 2024 |
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| Pathstone Holdings | 222k | $5.7M | -1% | Dec 2024 |
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| Lam Group | 218k | $5.6M | 43% | Dec 2024 |
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| GeoWealth Management | 207k | $5.3M | 4212% | Dec 2024 |
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| Rappaport Reiches Capital Management | 205k | $5.2M | 10% | Dec 2024 |
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| REAP Financial Group | 205k | $5.2M | 0% | Dec 2024 |
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| Vestmark Advisory Solutions | 204k | $5.2M | 17% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 201k | $5.1M | -5% | Dec 2024 |
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| Tilson Financial Group | 200k | $5.1M | 14% | Dec 2024 |
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| Envestnet Asset Management | 195k | $5.0M | 9% | Dec 2024 |
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| XY Planning Network | 194k | $4.9M | 100% | Dec 2024 |
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| SJS Investment Consulting | 192k | $4.9M | 6% | Dec 2024 |
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| Wealth Architects | 189k | $4.8M | 6% | Dec 2024 |
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| North Ridge Wealth Advisors | 187k | $5.4M | 27% | Sep 2024 |
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| Armis Advisers | 185k | $4.7M | 100% | Dec 2024 |
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| Beacon Pointe Advisors | 177k | $4.5M | 4% | Dec 2024 |
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| RFG Advisory | 176k | $4.5M | 6% | Dec 2024 |
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| AdvisorNet Financial | 175k | $4.5M | 5% | Dec 2024 |
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| Sterling Financial Planning | 173k | $4.4M | 5% | Dec 2024 |
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| Mosaic Family Wealth Partners | 168k | $4.3M | -8% | Dec 2024 |
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| Shotwell Rutter Baer | 165k | $4.1M | 2% | Dec 2024 |
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| LRI Investments | 159k | $4.1M | 11% | Dec 2024 |
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| Goss Wealth Management | 155k | $4.0M | 3% | Dec 2024 |
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| Vawter Financial | 149k | $3.8M | 16% | Dec 2024 |
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| McMill Wealth Management | 141k | $3.6M | 100% | Dec 2024 |
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| 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 |
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| Ruedi Wealth Management | 128k | $3.3M | 28% | Dec 2024 |
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| 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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| Waypoint Capital Advisors | 122k | $3.5M | -8% | Sep 2024 |
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| Mercer Global Advisors | 117k | $3.0M | 100% | Dec 2024 |
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| Cooper/haims Advisors | 115k | $2.9M | 16% | Dec 2024 |
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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 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 100k | $2.6M | 67% | Dec 2024 |
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| Colorado Capital Management | 94k | $2.4M | 45% | Dec 2024 |
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| Cypress Point Wealth Management | 94k | $2.4M | 58% | Dec 2024 |
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| Sterling Wealth Management | 94k | $2.4M | 3% | Dec 2024 |
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| Balanced Rock Investment Advisors | 89k | $2.3M | 100% | Dec 2024 |
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| Henrickson Nauta Wealth Advisors | 88k | $2.2M | 13% | Dec 2024 |
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| Krilogy Financial | 87k | $2.2M | 7% | Dec 2024 |
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| Essential Planning | 85k | $2.3M | 100% | Dec 2024 |
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| Betterment | 82k | $2.1M | 17% | Dec 2024 |
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| Advisor Group Holdings | 75k | $2.2M | 3% | Dec 2024 |
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| Northwest Wealth Management | 74k | $1.9M | 26% | Dec 2024 |
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| Old Mission Capital | 74k | $1.9M | 100% | Dec 2024 |
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| Sage Rhino Capital | 72k | $1.8M | 30% | Dec 2024 |
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| D.A. Davidson & Co. | 70k | $1.8M | -1% | Dec 2024 |
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| Meritas Wealth Management | 66k | $1.7M | 3% | Dec 2024 |
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| Avant Financial Advisors | 66k | $1.7M | 100% | Dec 2024 |
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| Mml Investors Services | 63k | $1.6M | 10% | Dec 2024 |
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| Retirement Guys Formula | 63k | $1.6M | -14% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 62k | $1.6M | 3% | Dec 2024 |
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| Timonier Family Office | 62k | $1.6M | 100% | Dec 2024 |
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| Rockwood Wealth Management | 61k | $1.5M | 100% | Dec 2024 |
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| Aegis Wealth Management | 60k | $1.5M | 100% | Dec 2024 |
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| Hill Investment Group Partners | 60k | $1.5M | 0% | Dec 2024 |
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| EverSource Wealth Advisors | 58k | $1.5M | 198% | Dec 2024 |
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| Poinciana Advisors Group | 51k | $1.3M | 100% | Dec 2024 |
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| Market Street Wealth Management Advisors | 50k | $1.3M | 2% | Dec 2024 |
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| SC&H Financial Advisors | 50k | $1.3M | 14% | Dec 2024 |
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| Creative Planning | 49k | $1.3M | 4% | Dec 2024 |
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| Morris Financial Concepts | 48k | $1.2M | 16% | Dec 2024 |
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| Trust Co of the South | 48k | $1.2M | 33% | Dec 2024 |
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| KM Capital Management | 47k | $1.2M | 0% | Dec 2024 |
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| Kfg Wealth Management | 45k | $1.2M | 41% | Dec 2024 |
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| Farther Finance Advisors | 45k | $1.2M | 43% | Dec 2024 |
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| W.H. Cornerstone Investments | 45k | $1.1M | 0% | Dec 2024 |
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| Vestia Personal Wealth Advisors | 45k | $1.1M | 24% | Dec 2024 |
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| Claris Advisors, Llc / Mo / | 43k | $1.1M | 37% | Dec 2024 |
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| McNamara Financial Services | 43k | $1.1M | -11% | Dec 2024 |
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| Ridgeline Wealth | 42k | $1.1M | 100% | Dec 2024 |
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| Abel Hall | 42k | $1.1M | 17% | Dec 2024 |
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| Client 1st Advisory Group | 41k | $1.1M | -22% | Dec 2024 |
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| Geneos Wealth Management | 41k | $1.0M | 100% | Dec 2024 |
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| Stifel Financial | 38k | $981k | -3% | Dec 2024 |
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| Abacus Wealth Partners | 37k | $932k | 9% | Dec 2024 |
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| Modera Wealth Management | 36k | $930k | 41% | Dec 2024 |
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| Mattern Wealth Management | 36k | $917k | 1% | Dec 2024 |
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| Visionary Horizons | 36k | $916k | 14% | Dec 2024 |
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| True North Advisors | 36k | $912k | 100% | Dec 2024 |
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| Quarry Hill Advisors | 35k | $890k | 2% | Dec 2024 |
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| Townsquare Capital | 34k | $860k | 100% | Dec 2024 |
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| Vantage Point Financial | 33k | $849k | 100% | Dec 2024 |
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| Ronald Blue Trust | 33k | $833k | 88% | Dec 2024 |
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| BWM Planning | 32k | $824k | -34% | Dec 2024 |
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| Heritage Investment Group | 32k | $810k | 100% | Dec 2024 |
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| Integrated Wealth Concepts | 30k | $775k | 47% | Dec 2024 |
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| Greenspring Advisors | 30k | $764k | 2% | Dec 2024 |
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| SOL Capital Management | 30k | $759k | -7% | Dec 2024 |
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| Keb Asset Management | 29k | $743k | 100% | Dec 2024 |
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| Kestra Advisory Services | 29k | $731k | 48% | Dec 2024 |
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| Parkworth Wealth Management | 28k | $718k | 100% | Dec 2024 |
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| Gts Securities | 27k | $697k | 100% | Dec 2024 |
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| Equita Financial Network | 27k | $682k | 1% | Dec 2024 |
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| Hutchens & Kramer Investment Management Group | 27k | $679k | 7% | Dec 2024 |
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| LJI Wealth Management | 27k | $678k | 2% | Dec 2024 |
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| Bay Harbor Wealth Management | 25k | $637k | 16% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2024 | 112k | $3.2M |
| Simplicity Wealth | Sep 2024 | 34k | $967k |