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 |
|---|---|---|---|---|---|
| Buckingham Asset Management | 11M | $379M | -4% | Dec 2023 |
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| Mercer Global Advisors | 10M | $359M | 12% | Dec 2023 |
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| Savant Capital Management | 6.1M | $208M | 8% | Dec 2023 |
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| Pnc Financial Services | 4.7M | $163M | 57662% | Dec 2023 |
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| Jane Street | 4.0M | $139M | -51% | Dec 2023 |
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| Modera Wealth Management | 2.7M | $93M | 0% | Dec 2023 |
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| Creative Planning | 2.7M | $91M | -2% | Dec 2023 |
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| Plan | 2.6M | $90M | 1% | Dec 2023 |
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| Resource Consulting Group | 2.3M | $80M | 2% | Dec 2023 |
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| CI Private Wealth | 2.2M | $76M | 2% | Dec 2023 |
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| Buckingham Strategic Partners | 2.2M | $75M | -40% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 2.0M | $75M | -2% | Mar 2024 |
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| HPM Partners | 1.9M | $66M | 2% | Dec 2023 |
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| Foster Group | 1.9M | $71M | 0% | Mar 2024 |
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| Team Hewins | 1.8M | $60M | 2% | Dec 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.7M | $60M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.6M | $61M | -20% | Mar 2024 |
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| Rsm Us Wealth Management | 1.6M | $56M | 0% | Dec 2023 |
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| EP Wealth Advisors | 1.5M | $51M | 9% | Dec 2023 |
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| Jackson Thornton Asset Management | 1.5M | $51M | -8% | Dec 2023 |
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| Dixon Fnancial Services | 1.4M | $52M | 0% | Mar 2024 |
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| Paragon Wealth Strategies | 1.3M | $43M | 100% | Dec 2023 |
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| TCI Wealth Advisors | 1.2M | $40M | 3% | Dec 2023 |
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| Evanson Asset Management | 1.2M | $43M | 3% | Mar 2024 |
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| Apella Capital | 1.1M | $41M | 6% | Mar 2024 |
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| Falcon Wealth Planning | 1.1M | $41M | 171% | Mar 2024 |
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| Beaird Harris Wealth Management | 1.1M | $38M | 3% | Dec 2023 |
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| Confluence Wealth Services | 1.1M | $40M | 12% | Mar 2024 |
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| UBS Group | 1.0M | $35M | 1% | Dec 2023 |
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| True Link Financial Advisors | 1.0M | $37M | -12% | Mar 2024 |
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| Relative Value Partners | 998k | $34M | 14% | Dec 2023 |
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| Ml & R Wealth Management | 894k | $31M | 5% | Dec 2023 |
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| Planning Center | 870k | $32M | 0% | Mar 2024 |
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| BKD Wealth Advisors | 851k | $31M | 0% | Mar 2024 |
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| Mbb Public Markets I | 823k | $28M | -23% | Dec 2023 |
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| Alan Leist III | 777k | $27M | 3% | Dec 2023 |
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| First Command Advisory Services | 764k | $26M | 18% | Dec 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 744k | $25M | 1% | Dec 2023 |
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| Schoolcraft Capital | 720k | $27M | 1% | Mar 2024 |
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| Hill Investment Group Partners | 720k | $25M | -2% | Dec 2023 |
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| Keb Asset Management | 699k | $26M | 2% | Mar 2024 |
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| HighTower Advisors | 669k | $23M | 3% | Dec 2023 |
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| Beacon Pointe Advisors | 665k | $23M | 8% | Dec 2023 |
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| Total Wealth Planning | 651k | $24M | 5% | Mar 2024 |
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| McGlone Suttner Wealth Management | 639k | $24M | 14% | Mar 2024 |
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| Royal Bank of Canada | 637k | $22M | 4% | Dec 2023 |
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| Wealth Architects | 596k | $21M | 3% | Dec 2023 |
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| Trinity Financial Advisors | 590k | $22M | 4% | Mar 2024 |
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| Efficient Frontier Advisors | 567k | $21M | 3% | Mar 2024 |
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| Sequoia Financial Advisors | 560k | $19M | 3% | Dec 2023 |
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| Capital Performance Advisors | 559k | $19M | 1% | Dec 2023 |
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| Bank of America Corporation | 509k | $18M | 7% | Dec 2023 |
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| Bayshore Asset Management | 508k | $18M | 0% | Dec 2023 |
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| Citadel Advisors | 464k | $16M | 455% | Dec 2023 |
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| N.E.W. Advisory Services | 455k | $17M | 3% | Mar 2024 |
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| Forum Financial Management | 455k | $16M | -3% | Dec 2023 |
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| Market Street Wealth Management Advisors | 444k | $16M | -2% | Mar 2024 |
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| PBMares Wealth Management | 433k | $15M | 6% | Dec 2023 |
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| Jpmorgan Chase & Co | 423k | $15M | 5% | Dec 2023 |
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| McLean Asset Management Corp | 418k | $16M | -1% | Mar 2024 |
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| Bank Of Montreal | 416k | $14M | 3747% | Dec 2023 |
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| Acropolis Investment Management | 401k | $15M | 4% | Mar 2024 |
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| Bridgeworth | 390k | $13M | 0% | Dec 2023 |
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| Pathstone Holdings | 387k | $13M | 100% | Dec 2023 |
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| KM Capital Management | 374k | $13M | 3% | Dec 2023 |
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| Disciplined Equity Management | 367k | $13M | 5% | Dec 2023 |
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| Captrust Financial Advisors | 361k | $12M | 1% | Dec 2023 |
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| Shearwater Capital | 358k | $13M | 0% | Mar 2024 |
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| Peirce Capital Management | 355k | $12M | 100% | Dec 2023 |
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| Rather & Kittrell | 352k | $12M | 3% | Dec 2023 |
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| Dopkins Wealth Management | 349k | $12M | -11% | Dec 2023 |
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| Commonwealth Equity Services | 347k | $12M | 1% | Dec 2023 |
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| Wells Fargo & Company | 334k | $12M | 96% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 333k | $11M | -3% | Dec 2023 |
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| Kraft Asset Management | 331k | $11M | 1% | Dec 2023 |
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| Fortress Wealth Management | 321k | $12M | 4% | Mar 2024 |
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| Rockefeller Capital Management | 309k | $11M | -13% | Dec 2023 |
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| Apeiron RIA | 296k | $11M | 2% | Mar 2024 |
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| Symmetry Partner | 276k | $9.5M | -4% | Dec 2023 |
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| DiNuzzo Private Wealth | 275k | $9.5M | 100% | Dec 2023 |
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| Fischer Investment Strategies | 274k | $9.4M | 230% | Dec 2023 |
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| Lauterbach Financial Advisors | 274k | $9.4M | 0% | Dec 2023 |
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| Meritas Wealth Management | 270k | $9.9M | 10% | Mar 2024 |
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| Cardiff Park Advisors | 266k | $9.1M | 0% | Dec 2023 |
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| Yeomans Consulting Group | 262k | $9.0M | 100% | Dec 2023 |
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| Ruedi Wealth Management | 258k | $8.9M | 7% | Dec 2023 |
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| Kestra Advisory Services | 257k | $8.8M | 6% | Dec 2023 |
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| Raymond James & Associates | 254k | $9.3M | 8% | Mar 2024 |
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| Root Financial Partners | 253k | $9.3M | 22% | Mar 2024 |
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| Baker Boyer National Bank | 242k | $8.9M | -2% | Mar 2024 |
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| Cowa | 238k | $8.2M | 12% | Dec 2023 |
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| ShankerValleau Wealth Advisors | 237k | $8.7M | 1% | Mar 2024 |
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| Tillman Hartley | 237k | $8.1M | 0% | Dec 2023 |
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| Stifel Financial | 230k | $7.9M | 0% | Dec 2023 |
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| Aspiriant | 228k | $8.4M | -5% | Mar 2024 |
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| Financial Connections Group | 227k | $7.8M | 0% | Dec 2023 |
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| Sterling Financial Planning | 227k | $7.8M | 16% | Dec 2023 |
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| Pallas Capital Advisors | 213k | $7.8M | 8% | Mar 2024 |
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| Disciplined Investments | 208k | $7.6M | 7% | Mar 2024 |
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| Sax Wealth Advisors | 206k | $7.1M | 11% | Dec 2023 |
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| Monograph Wealth Advisors | 206k | $7.1M | 5% | Dec 2023 |
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| VeraBank | 204k | $7.0M | 5% | Dec 2023 |
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| Quent Capital | 204k | $7.0M | 5% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 203k | $7.0M | 4% | Dec 2023 |
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| WNY Asset Management | 200k | $6.9M | 2% | Dec 2023 |
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| Austin Asset Management | 197k | $6.8M | 0% | Dec 2023 |
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| RWM Asset Management | 195k | $7.2M | -12% | Mar 2024 |
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| Cedar Point Capital Partners | 194k | $6.7M | 100% | Dec 2023 |
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| Monticello Wealth Management | 193k | $6.6M | -48% | Dec 2023 |
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| Altiora Financial Group | 190k | $7.0M | 1658% | Mar 2024 |
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| Branch Banking & Trust Company | 184k | $6.3M | 212% | Dec 2023 |
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| Perritt Capital Management | 184k | $6.3M | 3% | Dec 2023 |
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| Financial Futures Ltd Liability | 182k | $6.2M | 15% | Dec 2023 |
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| Elevate Wealth Advisory | 177k | $6.1M | 100% | Dec 2023 |
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| FinDec Wealth Services | 175k | $6.0M | 2% | Dec 2023 |
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| Cambridge Investment Research Advisors | 159k | $5.8M | 28% | Mar 2024 |
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| Northwest Wealth Management | 158k | $5.4M | 12% | Dec 2023 |
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| M Financial Asset Management | 152k | $5.2M | 0% | Dec 2023 |
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| Larson Financial Group | 150k | $5.2M | -1% | Dec 2023 |
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| Oceanside Advisors | 150k | $5.1M | 100% | Dec 2023 |
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| Phillips Financial Management | 149k | $5.5M | 0% | Mar 2024 |
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| M^T Bank Corporation | 147k | $5.1M | -7% | Dec 2023 |
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| Werba Rubin Papier Wealth Management | 142k | $4.9M | -1% | Dec 2023 |
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| Aveo Capital Partners | 141k | $4.8M | 7% | Dec 2023 |
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| AE Wealth Management | 136k | $4.6M | 22% | Dec 2023 |
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| G2 Capital Management, Llc / Oh | 135k | $4.6M | 1% | Dec 2023 |
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| Lane & Associates | 133k | $4.9M | 13% | Mar 2024 |
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| Hanson McClain Advisors | 132k | $4.5M | -4% | Dec 2023 |
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| Fonville Wealth Management | 132k | $4.5M | 100% | Dec 2023 |
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| Advisory Alpha | 132k | $4.5M | 4% | Dec 2023 |
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| Cordant | 132k | $4.8M | 6% | Mar 2024 |
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| Maryland Capital Advisors | 130k | $4.8M | 4% | Mar 2024 |
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| Shotwell Rutter Baer | 129k | $4.8M | 0% | Mar 2024 |
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| Laurel Wealth Planning | 128k | $4.7M | 3% | Mar 2024 |
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| Visionary Wealth Advisors | 125k | $4.3M | 0% | Dec 2023 |
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| Whittier Trust | 121k | $4.2M | 0% | Dec 2023 |
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| Mariner Wealth Advisors | 120k | $4.1M | 3% | Dec 2023 |
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| Stone Point Wealth | 117k | $4.0M | 10% | Dec 2023 |
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| Mraz, Amerine & Associates | 117k | $4.0M | 11% | Dec 2023 |
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| Envestnet Portfolio Solutions | 116k | $4.0M | 100% | Dec 2023 |
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| Compass Financial | 109k | $3.7M | 0% | Dec 2023 |
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| Watershed Private Wealth | 108k | $3.7M | -12% | Dec 2023 |
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| Spire Wealth Management | 108k | $4.0M | 3% | Mar 2024 |
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| EverSource Wealth Advisors | 106k | $3.6M | 1% | Dec 2023 |
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| Rf&l Wealth Management | 104k | $3.6M | 1% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 100k | $3.4M | 3% | Dec 2023 |
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| Lam Group | 98k | $3.6M | 0% | Mar 2024 |
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| Advisor Group Holdings | 98k | $3.4M | -52% | Dec 2023 |
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| Private Advisor | 97k | $3.3M | 16% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 96k | $3.5M | 3% | Mar 2024 |
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| Armbruster Capital Management | 94k | $3.2M | -4% | Dec 2023 |
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| Delap Wealth Advisory | 85k | $2.9M | -56% | Dec 2023 |
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| Carlson Capital Management | 85k | $3.1M | -88% | Mar 2024 |
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| Flow Traders US | 85k | $2.9M | -49% | Dec 2023 |
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| Fund Evaluation Group | 75k | $2.6M | -35% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Invst | Sep 2023 | 764k | $25M |