Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFLV
- CUSIP Number: 25434v666
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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 |
|---|---|---|---|---|---|
| CI Private Wealth | 4.3M | $133M | 10% | Sep 2024 |
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| Savant Capital Management | 4.2M | $129M | 355% | Sep 2024 |
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| EP Wealth Advisors | 3.5M | $107M | 30% | Sep 2024 |
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| Pathstone Holdings | 3.4M | $104M | -1% | Sep 2024 |
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| Foster Group | 3.3M | $102M | 0% | Sep 2024 |
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| Mosaic Family Wealth Partners | 2.3M | $68M | 3% | Jun 2024 |
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| Truepoint | 2.1M | $63M | 8% | Sep 2024 |
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| DiNuzzo Private Wealth | 1.8M | $56M | -1% | Sep 2024 |
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| Cable Hill Partners | 1.6M | $51M | 12% | Sep 2024 |
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| Summit Financial Strategies | 1.5M | $47M | 15% | Sep 2024 |
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| WPWealth | 1.4M | $44M | 12% | Sep 2024 |
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| Resources Investment Advisors | 1.2M | $37M | 12% | Sep 2024 |
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| HighTower Advisors | 1.0M | $30M | 93% | Jun 2024 |
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| Goss Wealth Management | 1.0M | $30M | 4% | Jun 2024 |
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| EnRich Financial Partners | 978k | $30M | 2% | Sep 2024 |
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| LPL Financial | 932k | $29M | 4% | Sep 2024 |
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| Eastern Bank | 910k | $28M | 1% | Sep 2024 |
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| Index Fund Advisors | 872k | $27M | 15% | Sep 2024 |
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| Phillips Financial Management | 870k | $27M | 14% | Sep 2024 |
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| RWM Asset Management | 850k | $26M | 0% | Sep 2024 |
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| Quent Capital | 840k | $26M | 10% | Sep 2024 |
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| Mather Group | 808k | $25M | -5% | Sep 2024 |
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| H D Vest Advisory Services | 796k | $23M | 180% | Jun 2024 |
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| Great Oak Capital Partners | 795k | $25M | 2% | Sep 2024 |
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| Total Wealth Planning | 736k | $23M | 9% | Sep 2024 |
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| Beacon Pointe Advisors | 727k | $22M | 2% | Sep 2024 |
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| Team Hewins | 703k | $19M | -4% | Sep 2024 |
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| Acropolis Investment Management | 689k | $21M | 0% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 638k | $19M | -4% | Jun 2024 |
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| SRS Capital Advisors | 633k | $20M | -1% | Sep 2024 |
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| Jentner | 616k | $18M | 20% | Jun 2024 |
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| Lakeshore Financial Planning | 583k | $18M | -1% | Sep 2024 |
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| Acorn Creek Capital | 582k | $18M | 7% | Sep 2024 |
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| Corrigan Financial | 527k | $16M | 25% | Sep 2024 |
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| Wealth Architects | 492k | $15M | 17% | Sep 2024 |
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| Diversified Portfolios | 458k | $14M | 23% | Sep 2024 |
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| Wescott Financial Advisory Group | 450k | $14M | 18% | Sep 2024 |
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| Tilson Financial Group | 444k | $13M | 0% | Sep 2024 |
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| Schoolcraft Capital | 438k | $14M | 0% | Sep 2024 |
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| Burns Wealth Management | 423k | $13M | 27% | Sep 2024 |
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| Liberty Wealth Management | 413k | $13M | -41% | Sep 2024 |
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| Tobias Financial Advisors | 401k | $12M | 0% | Sep 2024 |
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| Stage Harbor Financial | 388k | $12M | 9% | Sep 2024 |
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| HPM Partners | 385k | $12M | 132% | Sep 2024 |
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| Chicago Partners Investment | 361k | $11M | 17% | Sep 2024 |
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| VeraBank | 353k | $11M | 3% | Sep 2024 |
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| Evanson Asset Management | 345k | $11M | -4% | Sep 2024 |
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| Cardiff Park Advisors | 333k | $9.6M | 0% | Jun 2024 |
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| Austin Asset Management | 333k | $10M | 5% | Sep 2024 |
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| RFG Advisory | 330k | $10M | 13% | Sep 2024 |
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| FinDec Wealth Services | 318k | $9.2M | 1% | Jun 2024 |
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| Francis Financial | 315k | $9.7M | 48% | Sep 2024 |
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| BOS Asset Management | 312k | $9.6M | 10% | Sep 2024 |
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| Advisory Alpha | 294k | $9.1M | 4% | Sep 2024 |
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| Larson Financial Group | 285k | $8.8M | -8% | Sep 2024 |
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| Monograph Wealth Advisors | 270k | $7.8M | 5% | Jun 2024 |
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| Ruedi Wealth Management | 252k | $7.8M | 22% | Sep 2024 |
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| Sterling Wealth Management | 229k | $7.1M | 176% | Sep 2024 |
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| Lauer Wealth | 228k | $7.1M | 2% | Sep 2024 |
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| Sax Wealth Advisors | 219k | $6.7M | 6% | Sep 2024 |
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| Gemmer Asset Management | 199k | $6.1M | 5% | Sep 2024 |
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| LRI Investments | 198k | $6.3M | 6% | Sep 2024 |
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| Advisory Services & Investments | 192k | $5.9M | 18% | Sep 2024 |
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| Fiduciary Financial Group | 181k | $5.5M | 16% | Sep 2024 |
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| Level Financial Advisors | 171k | $5.3M | 80% | Sep 2024 |
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| Legacy Financial Group | 169k | $5.2M | 15% | Sep 2024 |
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| Modera Wealth Management | 166k | $5.1M | 0% | Sep 2024 |
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| Bank of America Corporation | 159k | $4.9M | 52% | Sep 2024 |
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| Disciplined Investments | 158k | $4.9M | 24% | Sep 2024 |
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| Cordant | 147k | $4.5M | 19% | Sep 2024 |
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| Honkamp Krueger Financial Services | 133k | $3.9M | 0% | Jun 2024 |
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| Commonwealth Equity Services | 131k | $4.0M | -3% | Sep 2024 |
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| Sandy Spring Bank | 125k | $3.9M | 14% | Sep 2024 |
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| Mustard Seed Financial | 124k | $3.8M | 29% | Sep 2024 |
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| Colony | 119k | $3.7M | 100% | Sep 2024 |
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| Vawter Financial | 113k | $3.5M | -2% | Sep 2024 |
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| Hanson McClain Advisors | 107k | $3.3M | -15% | Sep 2024 |
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| Buckingham Asset Management | 107k | $3.1M | 10% | Jun 2024 |
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| Peninsula Wealth | 104k | $3.1M | 8% | Jun 2024 |
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| Cyndeo Wealth Partners | 102k | $3.1M | 100% | Sep 2024 |
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| Elevate Wealth Advisory | 101k | $2.9M | 7% | Jun 2024 |
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| Studio Investment Management | 100k | $3.1M | 18% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 97k | $3.0M | -6% | Sep 2024 |
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| Envision Financial Planning | 96k | $3.0M | 20% | Sep 2024 |
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| Ronald Blue Trust | 96k | $2.8M | -8% | Sep 2024 |
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| BFSG | 95k | $2.9M | 31% | Sep 2024 |
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| Maryland Capital Advisors | 91k | $2.8M | 32% | Sep 2024 |
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| American Investment Services | 85k | $2.5M | 6% | Jun 2024 |
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| Strategic Investment Solutions | 80k | $2.5M | 11% | Sep 2024 |
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| Mraz, Amerine & Associates | 77k | $2.4M | -2% | Sep 2024 |
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| Pine Harbor Wealth Management | 76k | $2.3M | -12% | Sep 2024 |
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| TCI Wealth Advisors | 76k | $2.3M | 10% | Sep 2024 |
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| Vannoy Advisory Group | 75k | $2.3M | -1% | Sep 2024 |
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| Retirement Guys Formula | 73k | $2.3M | 4% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 72k | $2.2M | 490% | Sep 2024 |
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| Essex Financial Services | 71k | $2.2M | -7% | Sep 2024 |
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| Sprinkle Financial Consultants | 71k | $2.2M | 5% | Sep 2024 |
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| Collective Family Office | 71k | $2.2M | 23% | Sep 2024 |
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| Investmark Advisory Group | 71k | $2.0M | 6% | Jun 2024 |
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| GEM Asset Management | 69k | $2.1M | 46% | Sep 2024 |
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| Trinity Financial Advisors | 69k | $1.5M | -4% | Sep 2024 |
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| Mills Wealth Advisors | 68k | $2.1M | 23% | Sep 2024 |
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| Sanctuary Wealth Management | 68k | $2.1M | 62% | Sep 2024 |
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| Gradient Capital Advisors | 66k | $2.0M | 47% | Sep 2024 |
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| Panoramic Investment Advisors | 64k | $2.0M | 100% | Sep 2024 |
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| Criterion Capital Advisors | 64k | $1.9M | 0% | Sep 2024 |
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| Envestnet Asset Management | 64k | $2.0M | 45% | Sep 2024 |
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| Cambridge Investment Research Advisors | 62k | $1.9M | 18% | Sep 2024 |
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| Creative Planning | 58k | $1.8M | 6% | Sep 2024 |
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| Streettalk Advisors | 56k | $1.7M | 0% | Sep 2024 |
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| Jane Street | 56k | $1.7M | -9% | Sep 2024 |
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| Farther Finance Advisors | 56k | $1.7M | 57% | Sep 2024 |
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| Raymond James & Associates | 56k | $1.7M | 100% | Sep 2024 |
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| Compass Financial | 53k | $1.6M | 15% | Sep 2024 |
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| DBK Financial Counsel | 52k | $1.6M | 10% | Sep 2024 |
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| SC&H Financial Advisors | 50k | $1.5M | -6% | Sep 2024 |
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| Morris Financial Concepts | 50k | $1.5M | 6% | Sep 2024 |
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| Linscomb & Williams | 46k | $1.4M | 382% | Sep 2024 |
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| Private Advisor | 45k | $1.4M | 9% | Sep 2024 |
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| Advisor Group Holdings | 44k | $1.4M | 93% | Sep 2024 |
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| FineMark National Bank & Trust | 42k | $1.3M | 107% | Sep 2024 |
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| Emprise Bank | 40k | $1.2M | -8% | Sep 2024 |
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| Mariner Wealth Advisors | 39k | $1.2M | 40% | Sep 2024 |
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| BluePointe Capital Management | 37k | $1.1M | 42% | Sep 2024 |
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| Jpmorgan Chase & Co | 36k | $1.1M | 4576% | Sep 2024 |
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| Equitable Holdings | 36k | $1.0M | 38% | Jun 2024 |
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| BIP Wealth | 35k | $1.1M | 100% | Sep 2024 |
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| Builder Investment Group | 32k | $997k | 17% | Sep 2024 |
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| Royal Bank of Canada | 31k | $965k | 4691% | Sep 2024 |
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| Eclectic Associates | 31k | $939k | 100% | Sep 2024 |
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| Zhang Financial | 30k | $915k | -5% | Sep 2024 |
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| Fort Vancouver Investment Management | 29k | $885k | 1749% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 27k | $836k | 11% | Sep 2024 |
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| Werba Rubin Papier Wealth Management | 25k | $779k | 16% | Sep 2024 |
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| Apella Capital | 24k | $749k | 0% | Sep 2024 |
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| Buckingham Strategic Partners | 24k | $737k | -65% | Sep 2024 |
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| PCA Investment Advisory Services | 21k | $656k | 27% | Sep 2024 |
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| Sterling Financial Planning | 21k | $637k | 104% | Sep 2024 |
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| Kestra Advisory Services | 20k | $606k | 100% | Sep 2024 |
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| Aire Advisors | 20k | $568k | 2% | Jun 2024 |
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| D. E. Shaw & Co | 19k | $587k | -53% | Sep 2024 |
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| Melfa Wealth Management | 18k | $549k | 20% | Sep 2024 |
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| LJI Wealth Management | 17k | $520k | 40% | Sep 2024 |
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| Oceanside Advisors | 17k | $519k | -3% | Sep 2024 |
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| Stratos Wealth Advisors | 16k | $504k | 82% | Sep 2024 |
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| Park Avenue Securities | 16k | $494k | -13% | Sep 2024 |
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| City State Bank | 16k | $493k | 411% | Sep 2024 |
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| CFS Investment Advisory Services | 15k | $450k | 0% | Sep 2024 |
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| TAGStone Capital | 15k | $450k | 0% | Sep 2024 |
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| Sensible Money | 14k | $440k | 15% | Sep 2024 |
|
| Stifel Financial | 9.4k | $273k | -68% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 30k | $870k |
| Goldman Sachs Group | Mar 2024 | 22k | $673k |
| Flow Traders US | Jun 2024 | 17k | $501k |