Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFIV
- CUSIP Number: 25434v807
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 19M | $721M | 29% | Sep 2024 |
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| Mercer Global Advisors | 17M | $553M | 13% | Jun 2024 |
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| Colony | 11M | $429M | 100% | Sep 2024 |
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| Buckingham Asset Management | 11M | $401M | -1% | Jun 2024 |
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| Savant Capital Management | 7.7M | $295M | 7% | Sep 2024 |
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| Northern Trust | 6.7M | $257M | 3% | Sep 2024 |
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| Pnc Financial Services | 6.6M | $250M | 7% | Sep 2024 |
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| Buckingham Strategic Partners | 4.2M | $159M | 2% | Sep 2024 |
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| Index Fund Advisors | 3.6M | $139M | -1% | Sep 2024 |
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| Creative Planning | 3.6M | $136M | -1% | Sep 2024 |
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| Foster Group | 3.5M | $135M | 0% | Sep 2024 |
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| HighTower Advisors | 2.8M | $102M | 2% | Jun 2024 |
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| CI Private Wealth | 2.7M | $101M | 10% | Sep 2024 |
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| Plan | 2.6M | $101M | 0% | Sep 2024 |
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| Modera Wealth Management | 2.6M | $100M | 0% | Sep 2024 |
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| HPM Partners | 2.5M | $94M | 9% | Sep 2024 |
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| EP Wealth Advisors | 2.1M | $80M | 21% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 2.1M | $74M | 1% | Jun 2024 |
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| Raymond James Financial Services Advisors | 1.9M | $71M | 8% | Sep 2024 |
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| Rsm Us Wealth Management | 1.8M | $67M | 2% | Sep 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.8M | $67M | -1% | Sep 2024 |
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| Team Hewins | 1.8M | $60M | -2% | Sep 2024 |
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| Jackson Thornton Asset Management | 1.7M | $65M | 5% | Sep 2024 |
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| LPL Financial | 1.5M | $59M | -1% | Sep 2024 |
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| Dixon Fnancial Services | 1.4M | $53M | -1% | Sep 2024 |
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| TCI Wealth Advisors | 1.3M | $50M | 5% | Sep 2024 |
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| Apella Capital | 1.3M | $48M | 7% | Sep 2024 |
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| Kovitz Investment Group Partners | 1.3M | $48M | 100% | Sep 2024 |
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| Confluence Wealth Services | 1.2M | $48M | 6% | Sep 2024 |
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| Evanson Asset Management | 1.2M | $47M | 3% | Sep 2024 |
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| Falcon Wealth Planning | 1.1M | $43M | -37% | Sep 2024 |
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| True Link Financial Advisors | 1.1M | $42M | 7% | Sep 2024 |
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| Kestra Investment Management | 1.1M | $41M | 100% | Sep 2024 |
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| Beaird Harris Wealth Management | 1.0M | $37M | -11% | Jun 2024 |
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| Northwestern Mutual Wealth Management Company | 972k | $37M | 17% | Sep 2024 |
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| Royal Bank of Canada | 925k | $35M | 8% | Sep 2024 |
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| Planning Center | 881k | $34M | 1% | Sep 2024 |
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| BKD Wealth Advisors | 854k | $31M | 0% | Jun 2024 |
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| Alan Leist III | 820k | $30M | 2% | Jun 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 801k | $30M | 1% | Sep 2024 |
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| Schoolcraft Capital | 772k | $29M | 2% | Sep 2024 |
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| Beacon Pointe Advisors | 739k | $28M | 2% | Sep 2024 |
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| Keb Asset Management | 735k | $28M | 2% | Sep 2024 |
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| Total Wealth Planning | 727k | $28M | 6% | Sep 2024 |
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| Hill Investment Group Partners | 709k | $26M | -1% | Jun 2024 |
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| Wealth Architects | 682k | $26M | 5% | Sep 2024 |
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| Merriman Wealth Management | 672k | $26M | 3% | Sep 2024 |
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| Cetera Investment Advisers | 629k | $23M | 7% | Jun 2024 |
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| Trinity Financial Advisors | 619k | $22M | 3% | Sep 2024 |
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| Burns Wealth Management | 608k | $23M | 8% | Sep 2024 |
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| Efficient Frontier Advisors | 578k | $22M | 1% | Sep 2024 |
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| Sequoia Financial Advisors | 562k | $21M | -1% | Sep 2024 |
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| Bank of America Corporation | 560k | $21M | 9% | Sep 2024 |
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| Capital Performance Advisors | 555k | $21M | -2% | Sep 2024 |
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| McGlone Suttner Wealth Management | 534k | $20M | -4% | Sep 2024 |
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| Riversedge Advisors | 515k | $20M | 19% | Sep 2024 |
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| Personal Resources Investment & Strategic Management | 492k | $19M | 100% | Sep 2024 |
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| CFS Investment Advisory Services | 483k | $18M | 0% | Sep 2024 |
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| Root Financial Partners | 467k | $18M | 40% | Sep 2024 |
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| Bayshore Asset Management | 464k | $18M | -5% | Sep 2024 |
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| Market Street Wealth Management Advisors | 453k | $17M | 1% | Sep 2024 |
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| PBMares Wealth Management | 447k | $17M | 1% | Sep 2024 |
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| Acropolis Investment Management | 447k | $17M | 4% | Sep 2024 |
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| Integrated Wealth Concepts | 445k | $17M | 1% | Sep 2024 |
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| Fiduciary Financial Group | 445k | $17M | 10% | Sep 2024 |
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| Forum Financial Management | 437k | $17M | -1% | Sep 2024 |
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| Jane Street | 436k | $17M | -89% | Sep 2024 |
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| McLean Asset Management Corp | 410k | $16M | -2% | Sep 2024 |
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| Wescott Financial Advisory Group | 405k | $15M | 1% | Sep 2024 |
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| Wells Fargo & Company | 405k | $15M | 7% | Sep 2024 |
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| Parkwoods Wealth Partners | 399k | $15M | 100% | Sep 2024 |
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| Cowa | 390k | $15M | 20% | Sep 2024 |
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| Peirce Capital Management | 379k | $14M | -2% | Sep 2024 |
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| FMFE Wealth Management | 374k | $14M | 3% | Jun 2024 |
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| Pathstone Holdings | 372k | $14M | 0% | Sep 2024 |
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| Disciplined Equity Management | 364k | $14M | -2% | Sep 2024 |
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| First Command Advisory Services | 363k | $14M | 4% | Sep 2024 |
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| Sax Wealth Advisors | 363k | $14M | 15% | Sep 2024 |
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| Rockefeller Capital Management | 362k | $13M | 6% | Jun 2024 |
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| Captrust Financial Advisors | 361k | $14M | 4% | Sep 2024 |
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| Jpmorgan Chase & Co | 359k | $14M | -5% | Sep 2024 |
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| Shearwater Capital | 355k | $14M | -1% | Sep 2024 |
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| Squire Investment Management Company | 354k | $14M | 7% | Sep 2024 |
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| Kestra Advisory Services | 353k | $13M | -5% | Sep 2024 |
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| Rather & Kittrell | 343k | $13M | 2% | Sep 2024 |
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| Fortress Wealth Management | 340k | $13M | 3% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 335k | $13M | 2% | Sep 2024 |
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| Farther Finance Advisors | 324k | $12M | 537% | Sep 2024 |
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| Commonwealth Equity Services | 319k | $12M | -3% | Sep 2024 |
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| Quent Capital | 318k | $12M | 4% | Sep 2024 |
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| Ruedi Wealth Management | 317k | $12M | 3% | Sep 2024 |
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| Kraft Asset Management | 315k | $12M | -1% | Sep 2024 |
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| EnRich Financial Partners | 309k | $12M | 1% | Sep 2024 |
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| Equitable Holdings | 303k | $11M | 5% | Jun 2024 |
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| Tillman Hartley | 302k | $12M | 25% | Sep 2024 |
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| Lakeshore Financial Planning | 301k | $12M | -35% | Sep 2024 |
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| Raymond James & Associates | 300k | $11M | 11% | Sep 2024 |
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| KM Capital Management | 297k | $11M | -11% | Jun 2024 |
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| Tobias Financial Advisors | 296k | $11M | 6% | Sep 2024 |
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| Apeiron RIA | 290k | $10M | -2% | Jun 2024 |
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| Sterling Financial Planning | 289k | $11M | 12% | Sep 2024 |
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| Meritas Wealth Management | 286k | $11M | 6% | Sep 2024 |
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| N.E.W. Advisory Services | 278k | $11M | -7% | Sep 2024 |
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| Lauterbach Financial Advisors | 275k | $11M | 2% | Sep 2024 |
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| Cardiff Park Advisors | 274k | $9.8M | 4% | Jun 2024 |
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| Dopkins Wealth Management | 271k | $10M | -30% | Sep 2024 |
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| DiNuzzo Private Wealth | 266k | $10M | -1% | Sep 2024 |
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| Old Mission Capital | 265k | $9.5M | -13% | Jun 2024 |
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| Financial Connections Group | 259k | $9.9M | 4% | Sep 2024 |
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| Pallas Capital Advisors | 253k | $9.3M | 12% | Sep 2024 |
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| Monograph Wealth Advisors | 245k | $8.8M | 25% | Jun 2024 |
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| Vestia Personal Wealth Advisors | 243k | $9.3M | 2% | Sep 2024 |
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| Mbb Public Markets I | 240k | $9.1M | -25% | Sep 2024 |
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| Stifel Financial | 239k | $8.6M | 1% | Jun 2024 |
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| Disciplined Investments | 236k | $9.0M | 10% | Sep 2024 |
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| Baker Boyer National Bank | 236k | $9.0M | -2% | Sep 2024 |
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| ShankerValleau Wealth Advisors | 235k | $9.0M | 1% | Sep 2024 |
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| Jones Financial Companies, L.L | 234k | $8.9M | 994% | Sep 2024 |
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| Elevate Wealth Advisory | 228k | $8.2M | 10% | Jun 2024 |
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| Austin Asset Management | 228k | $8.7M | 3% | Sep 2024 |
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| Thrivent Financial for Lutherans | 223k | $8.5M | 7% | Sep 2024 |
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| Cambridge Investment Research Advisors | 216k | $8.2M | 8% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 212k | $8.1M | 7% | Sep 2024 |
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| Aspiriant | 211k | $8.0M | -2% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 209k | $7.5M | 3% | Sep 2024 |
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| VeraBank | 203k | $7.7M | -5% | Sep 2024 |
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| Cedar Point Capital Partners | 202k | $7.7M | 1% | Sep 2024 |
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| RWM Asset Management | 201k | $7.7M | 1% | Sep 2024 |
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| Perritt Capital Management | 194k | $7.4M | 1% | Sep 2024 |
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| Mml Investors Services | 193k | $7.4M | 23% | Sep 2024 |
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| Mraz, Amerine & Associates | 191k | $7.3M | 10% | Sep 2024 |
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| Altiora Financial Group | 188k | $7.2M | -1% | Sep 2024 |
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| Branch Banking & Trust Company | 184k | $6.6M | -1% | Jun 2024 |
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| Fonville Wealth Management | 181k | $6.9M | 6% | Sep 2024 |
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| Financial Futures Ltd Liability | 179k | $6.8M | 4% | Sep 2024 |
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| Lane & Associates | 177k | $6.7M | -5% | Sep 2024 |
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| Monticello Wealth Management | 175k | $6.4M | 9% | Sep 2024 |
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| Northwest Wealth Management | 173k | $6.6M | 5% | Sep 2024 |
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| FinDec Wealth Services | 173k | $6.2M | 0% | Jun 2024 |
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| AE Wealth Management | 165k | $6.3M | 8% | Sep 2024 |
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| Oceanside Advisors | 162k | $6.2M | 3% | Sep 2024 |
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| Hanson McClain Advisors | 160k | $6.1M | 16% | Sep 2024 |
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| Strategic Investment Solutions | 156k | $6.0M | 3% | Sep 2024 |
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| Cordant | 156k | $5.9M | -1% | Sep 2024 |
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| Phillips Financial Management | 152k | $5.8M | 0% | Sep 2024 |
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| Aveo Capital Partners | 148k | $5.6M | 1% | Sep 2024 |
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| G2 Capital Management, Llc / Oh | 147k | $5.6M | 2% | Sep 2024 |
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| Kings Path Partners | 146k | $5.5M | 6% | Sep 2024 |
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| Mariner Wealth Advisors | 141k | $5.4M | 8% | Sep 2024 |
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| Larson Financial Group | 141k | $5.4M | -2% | Sep 2024 |
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| Del-Sette Capital Management | 127k | $4.8M | -11% | Sep 2024 |
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| Symmetry Partner | 84k | $3.2M | -56% | Sep 2024 |
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| Delap Wealth Advisory | 71k | $2.7M | -52% | Sep 2024 |
|
| WNY Asset Management | 7.8k | $298k | -96% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Relative Value Partners | Mar 2024 | 1.0M | $35M |
| Frank. Day | Jun 2024 | 674k | $24M |
| Invst | Jun 2024 | 559k | $20M |
| Balyasny Asset Management | Mar 2024 | 223k | $8.2M |