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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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 |
|---|---|---|---|---|---|
| Planning Center | 1.2M | $65M | 5% | Mar 2025 |
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| Apella Capital | 937k | $49M | 186% | Mar 2025 |
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| Hill Investment Group Partners | 910k | $48M | 0% | Mar 2025 |
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| PrairieView Partners | 831k | $43M | 4% | Mar 2025 |
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| United Wealth Management | 591k | $31M | 2% | Mar 2025 |
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| Alpha Financial Advisors | 551k | $29M | 3% | Mar 2025 |
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| HighTower Advisors | 403k | $21M | 4% | Dec 2024 |
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| Market Street Wealth Management Advisors | 398k | $21M | 100% | Mar 2025 |
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| Verisail Partners | 381k | $20M | 3% | Mar 2025 |
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| Mattern Wealth Management | 302k | $16M | 7% | Mar 2025 |
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| GeoWealth Management | 292k | $15M | 40132% | Dec 2024 |
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| Assetmark | 266k | $14M | -2% | Dec 2024 |
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| SageOak Financial | 212k | $11M | 100% | Mar 2025 |
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| Private Advisor | 198k | $10M | 221% | Mar 2025 |
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| Integrity Alliance | 197k | $10M | 100% | Mar 2025 |
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| HFM Investment Advisors | 191k | $10M | 100% | Mar 2025 |
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| Envestnet Asset Management | 190k | $9.9M | 14% | Mar 2025 |
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| Yardley Wealth Management | 187k | $9.8M | -15% | Mar 2025 |
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| Vestmark Advisory Solutions | 186k | $9.7M | 1% | Dec 2024 |
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| Strathmore Capital Advisors | 166k | $8.7M | 100% | Dec 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 156k | $8.2M | 5% | Mar 2025 |
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| Vermillion Wealth Management | 153k | $8.0M | 9% | Mar 2025 |
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| Babb Wealth Advisors | 153k | $8.0M | 6% | Mar 2025 |
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| Bank of America Corporation | 144k | $7.5M | 17% | Dec 2024 |
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| Mariner Wealth Advisors | 140k | $7.3M | 100% | Mar 2025 |
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| Commonwealth Equity Services | 118k | $6.2M | 21% | Dec 2024 |
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| DiNuzzo Private Wealth | 106k | $5.5M | -1% | Mar 2025 |
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| Resources Investment Advisors | 105k | $5.5M | 18% | Mar 2025 |
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| Park Avenue Securities | 90k | $4.7M | 1% | Mar 2025 |
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| Vantage Point Financial | 83k | $4.3M | 9% | Mar 2025 |
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| Simplicity Wealth | 73k | $3.8M | 100% | Mar 2025 |
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| Tru Independence Asset Management 2 | 70k | $3.7M | 27% | Mar 2025 |
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| Betterment | 64k | $3.3M | 2% | Dec 2024 |
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| Citadel Advisors | 62k | $3.2M | -27% | Mar 2025 |
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| Sterling Wealth Management | 57k | $3.0M | 13% | Dec 2024 |
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| Branch Banking & Trust Company | 55k | $2.9M | -2% | Mar 2025 |
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| Orion Portfolio Solutions | 54k | $2.8M | 28% | Dec 2024 |
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| Vested Financial Planning | 43k | $2.3M | 0% | Mar 2025 |
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| Tableaux | 42k | $2.2M | 16% | Mar 2025 |
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| Lam Group | 41k | $2.1M | -35% | Mar 2025 |
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| Porter White Investment Advisors | 34k | $1.8M | 100% | Mar 2025 |
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| Farther Finance Advisors | 28k | $1.5M | 56% | Mar 2025 |
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| EverSource Wealth Advisors | 26k | $1.4M | 25% | Mar 2025 |
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| Sowell Financial Services | 26k | $1.4M | 5% | Mar 2025 |
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| Copperleaf Capital | 22k | $1.1M | 32% | Dec 2024 |
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| Smartleaf Asset Management | 20k | $1.1M | 2% | Mar 2025 |
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| Note Advisors | 20k | $1.0M | 17% | Mar 2025 |
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| Jane Street | 20k | $1.0M | -77% | Mar 2025 |
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| Advisor Group Holdings | 19k | $999k | 90% | Mar 2025 |
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| BWM Planning | 18k | $921k | 0% | Mar 2025 |
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| Planwiser Financial | 17k | $877k | 100% | Mar 2025 |
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| Envestnet Portfolio Solutions | 14k | $710k | 2% | Mar 2025 |
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| LPL Financial | 14k | $705k | 100% | Mar 2025 |
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| IFP Advisors | 13k | $667k | 11% | Mar 2025 |
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| Wealthspan Partners | 13k | $656k | -48% | Mar 2025 |
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| Millstone Evans Group | 12k | $641k | 100% | Mar 2025 |
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| Stewardship Advisors | 12k | $622k | 16% | Mar 2025 |
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| Geneos Wealth Management | 7.8k | $612k | 23% | Mar 2025 |
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| Change Path | 11k | $563k | 28% | Dec 2024 |
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| Virtu Financial | 11k | $550k | 100% | Mar 2025 |
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| CI Private Wealth | 10k | $545k | 100% | Mar 2025 |
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| Kestra Advisory Services | 8.9k | $465k | 70% | Dec 2024 |
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| Hutchens & Kramer Investment Management Group | 8.8k | $461k | -25% | Mar 2025 |
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| Aspire Private Capital | 8.8k | $458k | 40% | Mar 2025 |
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| Tillman Hartley | 7.3k | $381k | 100% | Mar 2025 |
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| Citigroup | 6.7k | $349k | 189% | Mar 2025 |
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| RFG Advisory | 6.1k | $318k | -47% | Mar 2025 |
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| Greenwood Capital Associates | 6.0k | $315k | 100% | Mar 2025 |
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| Oceanside Advisors | 5.8k | $304k | 6% | Mar 2025 |
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| Austin Private Wealth | 5.6k | $294k | 100% | Mar 2025 |
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| Acorn Wealth Advisors | 5.6k | $292k | 0% | Mar 2025 |
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| AssuredPartners Investment Advisors | 5.3k | $276k | 100% | Mar 2025 |
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| Founders Financial Securities | 5.1k | $269k | 7% | Mar 2025 |
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| Cambridge Investment Research Advisors | 5.0k | $260k | 7% | Mar 2025 |
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| Tcfg Wealth Management | 4.9k | $256k | -12% | Mar 2025 |
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| Buckingham Strategic Partners | 4.8k | $253k | 100% | Mar 2025 |
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| Wealth Advisors Northwest | 4.6k | $243k | 100% | Mar 2025 |
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| Kfg Wealth Management | 4.5k | $233k | -16% | Mar 2025 |
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| Grand Wealth Management | 4.4k | $228k | 727% | Mar 2025 |
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| Clune & Associates | 4.3k | $225k | 100% | Mar 2025 |
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| Silver Oak Securities | 4.3k | $223k | 2% | Mar 2025 |
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| Helen Stephens Group | 4.1k | $215k | 100% | Mar 2025 |
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| Two West Capital Advisors | 4.1k | $213k | 100% | Mar 2025 |
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| Elequin Capital | 3.2k | $169k | -83% | Mar 2025 |
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| Bridge Generations Wealth Management | 2.4k | $128k | 100% | Mar 2025 |
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| CWM | 2.4k | $126k | 0% | Mar 2025 |
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| Clarity Asset Management | 1.7k | $89k | 0% | Mar 2025 |
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| Concord Wealth Partners | 1.6k | $83k | 100% | Mar 2025 |
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| Phillips Financial Management | 1.4k | $72k | 0% | Mar 2025 |
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| Wells Fargo & Company | 397.00 | $21k | 100% | Mar 2025 |
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| Harbour Investments | 85.00 | $4.4k | 0% | Mar 2025 |
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| Transce3nd | 15.00 | $784.000500 | 100% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 35k | $1.9M |
| RCS Financial Planning | Dec 2024 | 7.4k | $385k |
| Kestra Investment Management | Dec 2024 | 5.5k | $287k |
| Thrivent Financial for Lutherans | Dec 2024 | 4.2k | $220k |
| Northwestern Mutual Wealth Management Company | Sep 2024 | 1.1k | $58k |
| Vermillion & White Wealth Management Group | Dec 2024 | 601.00 | $31k |
| UBS Group | Dec 2024 | 25.00 | $1.3k |