Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGX
- CUSIP Number: 25434v575
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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 |
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Planning Center | 1.2M | $63M | 1% | Sep 2024 |
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Hill Investment Group Partners | 802k | $42M | 31% | Jun 2024 |
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Alpha Financial Advisors | 521k | $28M | 5% | Sep 2024 |
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HighTower Advisors | 376k | $20M | 2% | Jun 2024 |
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Assetmark | 270k | $15M | -2% | Sep 2024 |
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Mattern Wealth Management | 269k | $15M | 190% | Sep 2024 |
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Yardley Wealth Management | 180k | $9.7M | 100% | Sep 2024 |
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Vestmark Advisory Solutions | 168k | $8.8M | 1% | Jun 2024 |
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Envestnet Asset Management | 154k | $8.3M | 6% | Sep 2024 |
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PrairieView Partners | 132k | $7.1M | 100% | Sep 2024 |
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Jane Street | 131k | $7.1M | 58% | Sep 2024 |
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Bank of America Corporation | 123k | $6.7M | 28% | Sep 2024 |
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DiNuzzo Private Wealth | 100k | $5.4M | 8% | Sep 2024 |
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Commonwealth Equity Services | 98k | $5.3M | 42% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 91k | $4.9M | 100% | Sep 2024 |
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Park Avenue Securities | 89k | $4.8M | 100% | Sep 2024 |
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Resources Investment Advisors | 65k | $3.5M | 33% | Sep 2024 |
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LifePro Asset Management | 59k | $3.2M | 19% | Sep 2024 |
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Sterling Wealth Management | 50k | $2.7M | 333% | Sep 2024 |
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Lam Group | 47k | $2.6M | 83% | Sep 2024 |
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Branch Banking & Trust Company | 42k | $2.2M | 31% | Jun 2024 |
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Orion Portfolio Solutions | 42k | $2.3M | 22% | Sep 2024 |
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Citadel Advisors | 34k | $1.8M | 100% | Sep 2024 |
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RFG Advisory | 21k | $1.1M | 5% | Sep 2024 |
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Sowell Financial Services | 20k | $1.1M | 100% | Sep 2024 |
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Virtu Financial | 20k | $1.1M | 100% | Sep 2024 |
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Wealthspan Partners | 19k | $1.0M | 100% | Sep 2024 |
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EverSource Wealth Advisors | 18k | $994k | 8% | Sep 2024 |
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Smartleaf Asset Management | 18k | $993k | 21% | Sep 2024 |
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BWM Planning | 18k | $954k | 100% | Sep 2024 |
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Tru Independence Asset Management 2 | 15k | $803k | 100% | Sep 2024 |
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Envestnet Portfolio Solutions | 13k | $720k | -1% | Sep 2024 |
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Copperleaf Capital | 13k | $664k | 1% | Jun 2024 |
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Hutchens & Kramer Investment Management Group | 12k | $646k | -15% | Sep 2024 |
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Farther Finance Advisors | 10k | $560k | 16% | Sep 2024 |
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Change Path | 8.4k | $456k | 86% | Sep 2024 |
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Stewardship Advisors | 8.2k | $441k | 100% | Sep 2024 |
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Advisor Group Holdings | 7.9k | $428k | 505% | Sep 2024 |
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RCS Financial Planning | 7.0k | $379k | -17% | Sep 2024 |
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IFP Advisors | 6.2k | $324k | 31% | Jun 2024 |
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Kfg Wealth Management | 5.9k | $318k | 18% | Sep 2024 |
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Aspire Private Capital | 5.8k | $314k | 85% | Sep 2024 |
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Founders Financial Securities | 5.5k | $297k | -28% | Sep 2024 |
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Oceanside Advisors | 5.5k | $296k | 0% | Sep 2024 |
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Kestra Advisory Services | 5.2k | $283k | 100% | Sep 2024 |
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Old Mission Capital | 5.1k | $269k | 100% | Jun 2024 |
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Cambridge Investment Research Advisors | 5.0k | $270k | 100% | Sep 2024 |
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Private Advisor | 5.0k | $270k | 100% | Sep 2024 |
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Tcfg Wealth Management | 4.8k | $259k | 100% | Sep 2024 |
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CWM | 1.9k | $104k | 100% | Sep 2024 |
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Citigroup | 1.6k | $84k | 100% | Sep 2024 |
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Phillips Financial Management | 1.4k | $75k | -81% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 1.1k | $58k | 100% | Sep 2024 |
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GeoWealth Management | 725.00 | $39k | 1971% | Sep 2024 |
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Vermillion & White Wealth Management Group | 598.00 | $31k | 100% | Jun 2024 |
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Hershey Financial Advisers | 61.00 | $3.2k | 100% | Jun 2024 |
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Huntington National Bank | 44.00 | $2.4k | 100% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Ashton Thomas Private Wealth | Jun 2024 | 1.9k | $102k |
Wells Fargo & Company | Jun 2024 | 58.00 | $3.0k |