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 | 21M | $726M | 8% | Dec 2024 |
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| Mercer Global Advisors | 18M | $631M | -8% | Dec 2024 |
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| Colony | 12M | $412M | 3% | Dec 2024 |
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| Savant Capital Management | 8.3M | $294M | 7% | Dec 2024 |
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| Pnc Financial Services | 7.0M | $249M | 7% | Dec 2024 |
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| Northern Trust | 6.7M | $238M | 0% | Dec 2024 |
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| Macquarie Group | 5.7M | $201M | 100% | Dec 2024 |
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| Buckingham Strategic Partners | 5.4M | $191M | 29% | Dec 2024 |
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| Index Fund Advisors | 3.6M | $128M | -1% | Dec 2024 |
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| Creative Planning | 3.5M | $126M | 0% | Dec 2024 |
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| Foster Group | 3.5M | $125M | 0% | Dec 2024 |
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| HighTower Advisors | 3.4M | $120M | 5% | Dec 2024 |
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| CI Private Wealth | 3.0M | $107M | 13% | Dec 2024 |
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| Raymond James Financial | 2.8M | $99M | 100% | Dec 2024 |
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| Plan | 2.7M | $97M | 3% | Dec 2024 |
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| EP Wealth Advisors | 2.7M | $95M | 27% | Dec 2024 |
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| Modera Wealth Management | 2.6M | $92M | -1% | Dec 2024 |
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| HPM Partners | 2.6M | $91M | 4% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 2.0M | $70M | -3% | Dec 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 | $65M | 4% | Dec 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 1.8M | $65M | 5% | Dec 2024 |
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| Team Hewins | 1.8M | $60M | 0% | Dec 2024 |
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| Jackson Thornton Asset Management | 1.7M | $61M | 2% | Dec 2024 |
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| LPL Financial | 1.6M | $59M | 7% | Dec 2024 |
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| Kestra Investment Management | 1.5M | $52M | 39% | Dec 2024 |
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| Confluence Wealth Services | 1.4M | $53M | 16% | Dec 2024 |
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| Dixon Fnancial Services | 1.4M | $49M | -1% | Dec 2024 |
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| Kovitz Investment Group Partners | 1.4M | $49M | 9% | Dec 2024 |
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| TCI Wealth Advisors | 1.4M | $49M | 5% | Dec 2024 |
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| Evanson Asset Management | 1.3M | $45M | 3% | Dec 2024 |
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| Apella Capital | 1.3M | $45M | -1% | Dec 2024 |
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| Wealth Management Nebraska | 1.2M | $42M | 100% | Dec 2024 |
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| Beaird Harris Wealth Management | 1.2M | $42M | 8% | Dec 2024 |
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| Falcon Wealth Planning | 1.2M | $41M | 2% | Dec 2024 |
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| UBS Group | 1.1M | $40M | 1% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $39M | 13% | Dec 2024 |
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| True Link Financial Advisors | 1.1M | $38M | -3% | Dec 2024 |
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| Royal Bank of Canada | 994k | $35M | 8% | Dec 2024 |
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| Planning Center | 888k | $32M | 1% | Dec 2024 |
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| Alan Leist III | 847k | $30M | 3% | Dec 2024 |
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| BKD Wealth Advisors | 818k | $29M | -2% | Dec 2024 |
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| Kuehl Shepherd Kozlowski & Associates | 811k | $29M | 1% | Dec 2024 |
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| Total Wealth Planning | 805k | $29M | 11% | Dec 2024 |
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| Keb Asset Management | 797k | $28M | 8% | Dec 2024 |
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| Schoolcraft Capital | 776k | $28M | 1% | Dec 2024 |
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| Willow Creek Wealth Management | 747k | $27M | 100% | Dec 2024 |
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| Wealth Architects | 741k | $26M | 9% | Dec 2024 |
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| Beacon Pointe Advisors | 726k | $26M | -2% | Dec 2024 |
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| McGlone Suttner Wealth Management | 702k | $25M | 32% | Dec 2024 |
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| Merriman Wealth Management | 670k | $24M | 0% | Dec 2024 |
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| Hill Investment Group Partners | 659k | $23M | -7% | Dec 2024 |
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| Burns Wealth Management | 650k | $23M | 7% | Dec 2024 |
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| Cetera Investment Advisers | 637k | $23M | 7% | Dec 2024 |
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| Root Financial Partners | 615k | $22M | 32% | Dec 2024 |
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| Trinity Financial Advisors | 601k | $21M | -3% | Dec 2024 |
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| Efficient Frontier Advisors | 590k | $21M | 2% | Dec 2024 |
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| Capital Performance Advisors | 564k | $20M | 2% | Dec 2024 |
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| Sequoia Financial Advisors | 555k | $20M | -1% | Dec 2024 |
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| Personal Resources Investment & Strategic Management | 539k | $19M | 9% | Dec 2024 |
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| Bank of America Corporation | 535k | $19M | -4% | Dec 2024 |
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| Riversedge Advisors | 519k | $18M | 1% | Dec 2024 |
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| Hanson McClain Advisors | 505k | $19M | 216% | Dec 2024 |
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| CFS Investment Advisory Services | 483k | $17M | 0% | Dec 2024 |
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| Forum Financial Management | 479k | $17M | 9% | Dec 2024 |
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| Acropolis Investment Management | 476k | $17M | 7% | Dec 2024 |
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| Jpmorgan Chase & Co | 470k | $17M | 31% | Dec 2024 |
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| Bayshore Asset Management | 463k | $16M | 0% | Dec 2024 |
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| ShankerValleau Wealth Advisors | 461k | $16M | 96% | Dec 2024 |
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| Market Street Wealth Management Advisors | 457k | $16M | 1% | Dec 2024 |
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| McMill Wealth Management | 451k | $16M | 100% | Dec 2024 |
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| PBMares Wealth Management | 449k | $16M | 0% | Dec 2024 |
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| Fiduciary Financial Group | 445k | $16M | 0% | Dec 2024 |
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| Sax Wealth Advisors | 440k | $16M | 21% | Dec 2024 |
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| Dopkins Wealth Management | 428k | $15M | 58% | Dec 2024 |
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| Jones Financial Companies, L.L | 422k | $15M | 81% | Dec 2024 |
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| Wescott Financial Advisory Group | 418k | $15M | 3% | Dec 2024 |
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| Parkwoods Wealth Partners | 417k | $15M | 5% | Dec 2024 |
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| Pinney & Scofield | 413k | $15M | 100% | Dec 2024 |
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| First Command Advisory Services | 413k | $15M | 14% | Dec 2024 |
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| McLean Asset Management Corp | 403k | $14M | -2% | Dec 2024 |
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| Navigoe | 391k | $14M | 100% | Dec 2024 |
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| Squire Investment Management Company | 383k | $14M | 8% | Dec 2024 |
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| Wells Fargo & Company | 378k | $13M | -7% | Dec 2024 |
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| Quent Capital | 375k | $13M | 18% | Dec 2024 |
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| Cowa | 371k | $13M | -5% | Dec 2024 |
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| Peirce Capital Management | 368k | $13M | -3% | Dec 2024 |
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| Pathstone Holdings | 367k | $13M | -1% | Dec 2024 |
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| Rather & Kittrell | 362k | $13M | 6% | Dec 2024 |
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| Disciplined Equity Management | 361k | $13M | -1% | Dec 2024 |
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| Fortress Wealth Management | 360k | $13M | 6% | Dec 2024 |
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| Captrust Financial Advisors | 358k | $13M | -1% | Dec 2024 |
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| Shearwater Capital | 357k | $13M | 1% | Dec 2024 |
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| Claris Advisors, Llc / Mo / | 349k | $12M | 4% | Dec 2024 |
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| Ruedi Wealth Management | 347k | $12M | 10% | Dec 2024 |
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| Equitable Holdings | 346k | $12M | 11% | Dec 2024 |
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| Rockefeller Capital Management | 345k | $12M | -6% | Dec 2024 |
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| Tobias Financial Advisors | 341k | $12M | 15% | Dec 2024 |
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| Farther Finance Advisors | 329k | $12M | 2% | Dec 2024 |
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| Tillman Hartley | 327k | $12M | 8% | Dec 2024 |
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| Apeiron RIA | 326k | $12M | 12% | Dec 2024 |
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| Commonwealth Equity Services | 320k | $11M | 0% | Dec 2024 |
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| Kraft Asset Management | 315k | $11M | 0% | Dec 2024 |
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| Meritas Wealth Management | 309k | $11M | 8% | Dec 2024 |
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| EnRich Financial Partners | 309k | $11M | 0% | Dec 2024 |
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| Clune & Associates | 308k | $11M | 100% | Dec 2024 |
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| Raymond James & Associates | 300k | $11M | 11% | Sep 2024 |
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| Kestra Advisory Services | 292k | $10M | -17% | Dec 2024 |
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| KM Capital Management | 292k | $10M | 10% | Dec 2024 |
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| Sterling Financial Planning | 282k | $10M | -2% | Dec 2024 |
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| Monograph Wealth Advisors | 278k | $9.9M | -1% | Dec 2024 |
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| Lauterbach Financial Advisors | 274k | $9.7M | -1% | Dec 2024 |
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| Vestia Personal Wealth Advisors | 272k | $9.6M | 12% | Dec 2024 |
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| Integrated Wealth Concepts | 272k | $9.6M | -39% | Dec 2024 |
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| Cardiff Park Advisors | 270k | $9.6M | 1% | Dec 2024 |
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| Capstone Wealth Management | 267k | $9.5M | 100% | Dec 2024 |
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| Financial Connections Group | 267k | $9.5M | 3% | Dec 2024 |
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| DiNuzzo Private Wealth | 261k | $9.2M | -2% | Dec 2024 |
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| Stifel Financial | 261k | $9.2M | 8% | Dec 2024 |
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| Pallas Capital Advisors | 257k | $9.1M | 2% | Dec 2024 |
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| Disciplined Investments | 250k | $8.9M | 6% | Dec 2024 |
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| Cambridge Investment Research Advisors | 249k | $8.8M | 16% | Dec 2024 |
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| Elevate Wealth Advisory | 248k | $8.7M | 7% | Dec 2024 |
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| Mbb Public Markets I | 240k | $8.5M | 0% | Dec 2024 |
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| Thrivent Financial for Lutherans | 232k | $8.5M | 4% | Dec 2024 |
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| Northwest Wealth Management | 230k | $8.2M | 33% | Dec 2024 |
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| Baker Boyer National Bank | 223k | $7.9M | -5% | Dec 2024 |
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| Mraz, Amerine & Associates | 223k | $7.9M | 17% | Dec 2024 |
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| Great Oak Capital Partners | 222k | $7.8M | 87% | Dec 2024 |
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| Werba Rubin Papier Wealth Management | 213k | $7.6M | 1% | Dec 2024 |
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| Aspiriant | 213k | $7.5M | 1% | Dec 2024 |
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| Fonville Wealth Management | 212k | $7.5M | 17% | Dec 2024 |
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| Austin Asset Management | 209k | $7.4M | -8% | Dec 2024 |
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| Andrews, Lucia Wealth Management | 209k | $7.9M | 0% | Dec 2024 |
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| RWM Asset Management | 207k | $7.4M | 3% | Dec 2024 |
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| Cedar Point Capital Partners | 207k | $7.3M | 3% | Dec 2024 |
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| Lakeshore Financial Planning | 205k | $7.3M | -32% | Dec 2024 |
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| N.E.W. Advisory Services | 205k | $7.3M | -26% | Dec 2024 |
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| Perritt Capital Management | 204k | $7.2M | 5% | Dec 2024 |
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| Mml Investors Services | 202k | $7.2M | 4% | Dec 2024 |
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| Branch Banking & Trust Company | 190k | $6.7M | -1% | Dec 2024 |
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| Maryland Capital Advisors | 189k | $6.7M | 35% | Dec 2024 |
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| Altiora Financial Group | 188k | $6.7M | 0% | Dec 2024 |
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| AE Wealth Management | 183k | $6.5M | 11% | Dec 2024 |
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| Phillips Financial Management | 172k | $6.1M | 13% | Dec 2024 |
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| Oceanside Advisors | 171k | $6.1M | 5% | Dec 2024 |
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| Warren Averett Asset Management | 166k | $5.9M | 2% | Dec 2024 |
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| Kings Path Partners | 164k | $5.8M | 13% | Dec 2024 |
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| Tortoise Investment Management | 163k | $5.8M | 25% | Dec 2024 |
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| FinDec Wealth Services | 162k | $5.8M | -9% | Dec 2024 |
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| Financial Futures Ltd Liability | 162k | $5.7M | -9% | Dec 2024 |
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| Lane & Associates | 161k | $6.0M | -9% | Dec 2024 |
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| VeraBank | 137k | $4.9M | -32% | Dec 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Sep 2024 | 436k | $17M |
| Old Mission Capital | Sep 2024 | 259k | $9.9M |