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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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 | $362M | 12% | Dec 2023 |
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CI Private Wealth | 2.2M | $57M | 24% | Dec 2023 |
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JMG Financial Group | 2.1M | $55M | 26% | Dec 2023 |
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Private Ocean | 2.0M | $52M | 9% | Mar 2024 |
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Buckingham Asset Management | 1.7M | $44M | 302% | Dec 2023 |
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Savant Capital Management | 1.6M | $41M | 81% | Dec 2023 |
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DiNuzzo Private Wealth | 1.5M | $39M | 100% | Dec 2023 |
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Quantum Financial Advisors | 876k | $23M | 3901% | Dec 2023 |
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TCI Wealth Advisors | 673k | $18M | 547% | Dec 2023 |
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Jane Street | 622k | $16M | 274% | Dec 2023 |
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Rs Crum | 589k | $15M | 31% | Dec 2023 |
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SRS Capital Advisors | 576k | $15M | 4% | Dec 2023 |
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Integris Wealth Management | 492k | $13M | 8% | Dec 2023 |
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Mosaic Family Wealth Partners | 482k | $13M | -1% | Dec 2023 |
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Planning Center | 480k | $12M | 3% | Mar 2024 |
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Creative Capital Management Investments | 478k | $12M | 13% | Mar 2024 |
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Great Waters Wealth Management | 436k | $11M | 10% | Mar 2024 |
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WPWealth | 435k | $11M | 43% | Dec 2023 |
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Private Wealth Management Group | 374k | $9.7M | 100% | Dec 2023 |
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Syverson Strege & Co | 361k | $9.4M | 100% | Dec 2023 |
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Buckingham Strategic Partners | 357k | $9.3M | 66% | Dec 2023 |
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Commonwealth Equity Services | 313k | $8.1M | 6% | Dec 2023 |
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Total Wealth Planning | 312k | $8.0M | 23% | Mar 2024 |
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Jentner | 304k | $7.9M | 100% | Dec 2023 |
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New Capital Management | 290k | $7.4M | -21% | Mar 2024 |
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Apella Capital | 285k | $7.2M | -21% | Mar 2024 |
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Wealth Enhancement Advisory Services | 256k | $6.5M | 9% | Mar 2024 |
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Peirce Capital Management | 247k | $6.4M | 100% | Dec 2023 |
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Sprinkle Financial Consultants | 233k | $6.1M | 100% | Dec 2023 |
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Pathstone Holdings | 232k | $6.0M | 100% | Dec 2023 |
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Advisory Services & Investments | 224k | $5.7M | 4% | Mar 2024 |
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Evanson Asset Management | 206k | $5.3M | 28% | Mar 2024 |
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Corrigan Financial | 205k | $5.2M | 85% | Mar 2024 |
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Level Financial Advisors | 196k | $5.0M | 73% | Mar 2024 |
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Fundamentun | 192k | $4.9M | 100% | Mar 2024 |
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Lam Group | 168k | $4.3M | 290% | Mar 2024 |
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AdvisorNet Financial | 160k | $4.1M | 56% | Mar 2024 |
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SJS Investment Consulting | 153k | $3.9M | 109% | Mar 2024 |
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Shotwell Rutter Baer | 153k | $3.9M | 1% | Mar 2024 |
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Rappaport Reiches Capital Management | 150k | $3.8M | 12% | Mar 2024 |
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American Investment Services | 150k | $3.9M | 58% | Dec 2023 |
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Waypoint Capital Advisors | 141k | $3.7M | 100% | Dec 2023 |
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RFG Advisory | 140k | $3.6M | 6% | Mar 2024 |
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Great Oak Capital Partners | 135k | $3.4M | -31% | Mar 2024 |
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Vestmark Advisory Solutions | 131k | $3.4M | 15% | Dec 2023 |
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Tilson Financial Group | 128k | $3.3M | 115% | Dec 2023 |
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North Ridge Wealth Advisors | 127k | $3.2M | 12% | Mar 2024 |
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Geometric Wealth Advisors | 126k | $3.3M | 47% | Dec 2023 |
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Rather & Kittrell | 118k | $3.1M | 100% | Dec 2023 |
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Wealth Architects | 117k | $3.0M | 38% | Dec 2023 |
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Beacon Pointe Advisors | 115k | $3.0M | 5% | Dec 2023 |
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Flow Traders US | 112k | $2.9M | 690% | Dec 2023 |
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Chicago Partners Investment | 104k | $2.6M | -2% | Dec 2023 |
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Waypoint Wealth Partners | 99k | $2.6M | -40% | Dec 2023 |
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Sterling Financial Planning | 87k | $2.3M | 28% | Dec 2023 |
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Krilogy Financial | 82k | $2.1M | -38% | Dec 2023 |
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SOL Capital Management | 79k | $2.0M | 55% | Dec 2023 |
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Retirement Guys Formula | 79k | $2.0M | 1% | Mar 2024 |
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Cherry Tree Wealth Management | 73k | $1.9M | 22% | Dec 2023 |
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Hill Investment Group Partners | 69k | $1.8M | -5% | Dec 2023 |
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Meritas Wealth Management | 65k | $1.6M | -1% | Mar 2024 |
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Sage Rhino Capital | 55k | $1.4M | -3% | Dec 2023 |
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Jpmorgan Chase & Co | 54k | $1.4M | 42% | Dec 2023 |
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Quarry Hill Advisors | 48k | $1.3M | 98% | Dec 2023 |
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D.A. Davidson & Co. | 45k | $1.2M | 21% | Dec 2023 |
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Market Street Wealth Management Advisors | 45k | $1.1M | 15% | Mar 2024 |
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Henrickson Nauta Wealth Advisors | 42k | $1.0M | 37% | Mar 2024 |
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Forum Private Client Group | 40k | $1.1M | 100% | Dec 2023 |
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McNamara Financial Services | 39k | $1.0M | 16% | Mar 2024 |
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Creative Planning | 38k | $978k | 100% | Dec 2023 |
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SC&H Financial Advisors | 35k | $916k | 194% | Dec 2023 |
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Advisor Group Holdings | 35k | $900k | -78% | Dec 2023 |
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U.S. Capital Wealth Advisors | 32k | $841k | 0% | Dec 2023 |
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Modera Wealth Management | 30k | $783k | -2% | Dec 2023 |
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Abel Hall | 30k | $783k | 100% | Dec 2023 |
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Trust Co of the South | 30k | $756k | 51% | Mar 2024 |
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Citadel Advisors | 28k | $735k | 100% | Dec 2023 |
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Wealthsource Partners | 28k | $735k | 22% | Dec 2023 |
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Morris Financial Concepts | 28k | $717k | 153% | Mar 2024 |
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Betterment | 27k | $708k | 100% | Dec 2023 |
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Equita Financial Network | 26k | $685k | 100% | Dec 2023 |
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Core Wealth Management | 26k | $672k | 0% | Mar 2024 |
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Vista Wealth Management Group | 26k | $680k | 0% | Dec 2023 |
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Sterling Wealth Management | 25k | $638k | 100% | Dec 2023 |
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Stifel Financial | 22k | $559k | 36% | Dec 2023 |
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WorthPointe | 21k | $537k | 81% | Dec 2023 |
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Branch Banking & Trust Company | 21k | $533k | 10% | Dec 2023 |
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Mattern Wealth Management | 20k | $527k | 5% | Dec 2023 |
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True Wealth Design | 20k | $522k | -4% | Dec 2023 |
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Visionary Horizons | 20k | $480k | 22% | Mar 2024 |
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Cypress Point Wealth Management | 19k | $501k | 7% | Dec 2023 |
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Abacus Wealth Partners | 19k | $480k | -16% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 18k | $460k | 100% | Dec 2023 |
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W.H. Cornerstone Investments | 18k | $459k | 100% | Dec 2023 |
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Collective Family Office | 17k | $428k | -1% | Mar 2024 |
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Orion Portfolio Solutions | 16k | $425k | -3% | Dec 2023 |
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KM Capital Management | 16k | $408k | 100% | Dec 2023 |
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Granite Harbor Advisors | 15k | $398k | 32% | Dec 2023 |
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Northwest Wealth Management | 15k | $387k | 100% | Dec 2023 |
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First Pacific Financial | 15k | $375k | 369% | Mar 2024 |
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Seaside Wealth Management | 14k | $357k | 0% | Mar 2024 |
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EverSource Wealth Advisors | 14k | $354k | 91% | Dec 2023 |
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Bay Harbor Wealth Management | 14k | $345k | 19% | Mar 2024 |
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Delap Wealth Advisory | 13k | $349k | 100% | Dec 2023 |
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Nwam | 13k | $334k | 9% | Dec 2023 |
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Firethorn Wealth Partners | 13k | $323k | 100% | Mar 2024 |
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Frank. Day | 12k | $323k | 100% | Dec 2023 |
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Rockwood Wealth Management | 12k | $314k | 100% | Mar 2024 |
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Ruedi Wealth Management | 12k | $306k | 37% | Dec 2023 |
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Farther Finance Advisors | 11k | $289k | 1054% | Dec 2023 |
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Jackson Thornton Asset Management | 11k | $286k | 100% | Dec 2023 |
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Hutchens & Kramer Investment Management Group | 11k | $272k | 100% | Dec 2023 |
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Five Oceans Advisors | 10k | $266k | 5% | Mar 2024 |
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Capital Performance Advisors | 10k | $270k | 100% | Dec 2023 |
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Shearwater Capital | 10k | $257k | 13% | Mar 2024 |
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Wealthstream Advisors | 9.8k | $254k | 100% | Dec 2023 |
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Trexquant Investment | 9.7k | $251k | 100% | Dec 2023 |
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Smartleaf Asset Management | 9.7k | $253k | 100% | Dec 2023 |
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Larson Financial Group | 9.6k | $248k | 2% | Dec 2023 |
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Physician Wealth Solutions | 8.1k | $208k | 3% | Mar 2024 |
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Warwick Investment Management | 8.1k | $210k | 100% | Dec 2023 |
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Ronald Blue Trust | 7.2k | $162k | 68% | Dec 2023 |
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Hanson McClain Advisors | 6.9k | $180k | 100% | Dec 2023 |
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Glass Jacobson Investment Advisors | 6.2k | $161k | 2% | Dec 2023 |
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Red Lighthouse Investment Management | 2.4k | $62k | 21% | Dec 2023 |
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Royal Bank of Canada | 2.1k | $52k | 638% | Dec 2023 |
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Aspire Private Capital | 1.6k | $41k | 64% | Mar 2024 |
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Aspire Wealth Management Corp | 1.2k | $30k | 0% | Dec 2023 |
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Bank of America Corporation | 974.00 | $25k | 100% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 788.00 | $20k | 0% | Mar 2024 |
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Advisory Services Network | 103.00 | $2.7k | 100% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Brighton Jones | Sep 2023 | 551k | $12M |
BetterWealth | Dec 2023 | 171k | $4.5M |
Alpha Financial Advisors | Sep 2023 | 120k | $2.7M |
Cable Hill Partners | Sep 2023 | 34k | $758k |
Cravens & Co Advisors | Sep 2023 | 20k | $447k |
CWM | Dec 2023 | 211.00 | $5.0k |