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 |
|---|---|---|---|---|---|
| Savant Capital Management | 9.5M | $289M | 38% | Mar 2025 |
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| EP Wealth Advisors | 6.5M | $198M | 28% | Mar 2025 |
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| CI Private Wealth | 5.4M | $164M | 12% | Mar 2025 |
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| Foster Group | 3.4M | $104M | 1% | Mar 2025 |
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| Mosaic Family Wealth Partners | 2.8M | $86M | 7% | Mar 2025 |
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| Truepoint | 2.7M | $84M | 22% | Mar 2025 |
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| Pathstone Holdings | 2.6M | $80M | 1% | Mar 2025 |
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| Summit Financial Strategies | 1.8M | $56M | 8% | Mar 2025 |
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| DiNuzzo Private Wealth | 1.8M | $55M | -1% | Mar 2025 |
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| Cable Hill Partners | 1.8M | $52M | 4% | Mar 2025 |
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| WPWealth | 1.6M | $47M | 8% | Dec 2024 |
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| HighTower Advisors | 1.5M | $45M | 21% | Dec 2024 |
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| H D Vest Advisory Services | 1.3M | $40M | 36% | Dec 2024 |
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| LPL Financial | 1.3M | $40M | 20% | Mar 2025 |
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| Phillips Financial Management | 1.2M | $38M | 9% | Mar 2025 |
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| Quent Capital | 1.2M | $35M | 12% | Mar 2025 |
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| Mather Group | 1.0M | $32M | 28% | Mar 2025 |
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| Index Fund Advisors | 981k | $30M | 7% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 969k | $30M | 15% | Mar 2025 |
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| EnRich Financial Partners | 965k | $30M | -1% | Mar 2025 |
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| Bank Of Montreal | 959k | $29M | 8% | Dec 2024 |
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| Corrigan Financial | 949k | $29M | 53% | Mar 2025 |
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| RWM Asset Management | 943k | $29M | 2% | Mar 2025 |
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| Resources Investment Advisors | 939k | $29M | -13% | Mar 2025 |
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| Total Wealth Planning | 881k | $27M | 8% | Mar 2025 |
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| Goss Wealth Management | 855k | $26M | -14% | Dec 2024 |
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| HPM Partners | 846k | $26M | 48% | Mar 2025 |
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| Tumwater Wealth Management | 812k | $25M | 2% | Mar 2025 |
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| Great Oak Capital Partners | 806k | $24M | 0% | Mar 2025 |
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| Tilson Financial Group | 756k | $23M | 22% | Mar 2025 |
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| Acropolis Investment Management | 751k | $23M | 4% | Mar 2025 |
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| Beacon Pointe Advisors | 747k | $22M | 3% | Dec 2024 |
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| Jentner | 733k | $22M | 13% | Dec 2024 |
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| Apella Capital | 720k | $21M | 168% | Mar 2025 |
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| Team Hewins | 703k | $19M | 0% | Dec 2024 |
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| SRS Capital Advisors | 644k | $19M | 2% | Dec 2024 |
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| Acorn Creek Capital | 620k | $19M | 2% | Mar 2025 |
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| Diversified Portfolios | 614k | $19M | 13% | Mar 2025 |
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| Lakeshore Financial Planning | 598k | $18M | 2% | Mar 2025 |
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| Hill Island Financial | 571k | $18M | 11% | Mar 2025 |
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| Burns Wealth Management | 571k | $17M | 18% | Mar 2025 |
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| Stage Harbor Financial | 491k | $15M | 13% | Mar 2025 |
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| Wescott Financial Advisory Group | 489k | $15M | 9% | Dec 2024 |
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| Root Financial Partners | 479k | $15M | 100% | Mar 2025 |
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| RFG Advisory | 466k | $14M | 34% | Mar 2025 |
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| Schoolcraft Capital | 465k | $14M | 4% | Mar 2025 |
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| Mariner Wealth Advisors | 465k | $14M | 977% | Mar 2025 |
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| Betterment | 438k | $13M | 21% | Dec 2024 |
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| VeraBank | 437k | $13M | 7% | Mar 2025 |
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| Tobias Financial Advisors | 435k | $13M | 8% | Dec 2024 |
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| Evanson Asset Management | 433k | $13M | 5% | Mar 2025 |
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| Liberty Wealth Management | 405k | $12M | -1% | Mar 2025 |
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| Jpmorgan Chase & Co | 396k | $12M | 24% | Mar 2025 |
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| Chicago Partners Investment | 395k | $12M | 3% | Mar 2025 |
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| FinDec Wealth Services | 391k | $12M | 40% | Mar 2025 |
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| Francis Financial | 373k | $11M | 19% | Dec 2024 |
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| Kelly Financial Group | 350k | $11M | 9% | Mar 2025 |
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| Austin Asset Management | 345k | $11M | 1% | Mar 2025 |
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| BOS Asset Management | 341k | $10M | 7% | Mar 2025 |
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| Advisory Alpha | 338k | $10M | 15% | Mar 2025 |
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| Bank of America Corporation | 321k | $9.6M | 102% | Dec 2024 |
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| Ruedi Wealth Management | 320k | $9.8M | 9% | Mar 2025 |
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| Monograph Wealth Advisors | 292k | $8.9M | -1% | Mar 2025 |
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| Blue Oak Capital | 270k | $8.3M | -7% | Mar 2025 |
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| Hanson McClain Advisors | 268k | $7.8M | 24% | Mar 2025 |
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| Martin Worley Group | 266k | $8.1M | 18% | Mar 2025 |
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| Lauer Wealth | 258k | $7.5M | 13% | Mar 2025 |
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| Sterling Wealth Management | 258k | $7.7M | 12% | Dec 2024 |
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| Linscomb & Williams | 254k | $7.8M | 150% | Mar 2025 |
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| Disciplined Investments | 253k | $7.7M | 47% | Mar 2025 |
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| Pillar Financial Advisors | 242k | $7.4M | 8% | Mar 2025 |
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| Gemmer Asset Management | 236k | $7.2M | 1% | Mar 2025 |
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| Larson Financial Group | 235k | $7.2M | -6% | Mar 2025 |
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| Level Financial Advisors | 216k | $6.6M | 10% | Mar 2025 |
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| Fiduciary Financial Group | 211k | $5.9M | 11% | Mar 2025 |
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| Maryland Capital Advisors | 210k | $6.4M | 32% | Mar 2025 |
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| Sax Wealth Advisors | 207k | $6.2M | -5% | Dec 2024 |
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| Legacy Financial Group | 203k | $6.2M | 8% | Mar 2025 |
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| Wealth Architects | 201k | $45M | -66% | Mar 2025 |
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| LRI Investments | 200k | $6.1M | -5% | Mar 2025 |
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| Momentous Wealth Management | 192k | $5.9M | 100% | Mar 2025 |
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| Warren Averett Asset Management | 191k | $5.7M | -1% | Dec 2024 |
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| Merit Financial Group | 188k | $5.8M | 100% | Mar 2025 |
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| Modera Wealth Management | 173k | $5.3M | -1% | Mar 2025 |
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| Fort Vancouver Investment Management | 163k | $5.0M | 104% | Mar 2025 |
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| Commonwealth Equity Services | 161k | $4.8M | 23% | Dec 2024 |
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| Ronald Blue Trust | 154k | $4.7M | 3% | Mar 2025 |
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| Envestnet Asset Management | 153k | $4.7M | 59% | Mar 2025 |
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| Cordant | 153k | $4.7M | -2% | Mar 2025 |
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| Mustard Seed Financial | 152k | $4.6M | 7% | Mar 2025 |
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| Advisor Group Holdings | 149k | $4.6M | 149% | Mar 2025 |
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| Eq Wealth Advisors | 148k | $4.5M | 36% | Mar 2025 |
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| Sandy Spring Bank | 145k | $4.4M | 7% | Mar 2025 |
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| Colony | 145k | $4.4M | 0% | Mar 2025 |
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| Eclectic Associates | 141k | $4.3M | 82% | Mar 2025 |
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| Sanctuary Wealth Management | 140k | $4.2M | 106% | Dec 2024 |
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| Strategic Investment Solutions | 139k | $4.2M | 29% | Mar 2025 |
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| Honkamp Krueger Financial Services | 134k | $4.1M | 1% | Mar 2025 |
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| Vawter Financial | 124k | $3.8M | 0% | Mar 2025 |
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| Studio Investment Management | 122k | $3.7M | 22% | Dec 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 120k | $3.7M | -9% | Mar 2025 |
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| TCI Wealth Advisors | 114k | $3.5M | 31% | Mar 2025 |
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| Cyndeo Wealth Partners | 113k | $3.4M | 8% | Mar 2025 |
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| American Investment Services | 112k | $3.4M | 22% | Mar 2025 |
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| Elevate Wealth Advisory | 110k | $3.4M | 3% | Mar 2025 |
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| BFSG | 110k | $3.4M | 15% | Mar 2025 |
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| Pinney & Scofield | 101k | $3.1M | 26% | Mar 2025 |
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| GEM Asset Management | 101k | $3.1M | 11% | Mar 2025 |
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| Vantage Point Financial | 99k | $3.0M | 8% | Mar 2025 |
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| Envision Financial Planning | 98k | $3.0M | 2% | Mar 2025 |
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| Eastern Bank | 98k | $3.0M | -89% | Mar 2025 |
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| Peninsula Wealth | 95k | $2.9M | 0% | Dec 2024 |
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| Gradient Capital Advisors | 95k | $2.9M | 20% | Mar 2025 |
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| Raymond James Financial | 94k | $2.9M | 94% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 92k | $2.8M | 0% | Mar 2025 |
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| First Financial Group Corp | 91k | $2.8M | 7% | Mar 2025 |
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| Sprinkle Financial Consultants | 91k | $2.8M | 28% | Mar 2025 |
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| Collective Family Office | 88k | $2.7M | 16% | Mar 2025 |
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| Panoramic Investment Advisors | 87k | $2.7M | 10% | Mar 2025 |
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| CLG | 87k | $2.7M | 4% | Mar 2025 |
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| Mills Wealth Advisors | 80k | $2.5M | 11% | Mar 2025 |
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| Strategent Financial | 80k | $2.4M | 100% | Mar 2025 |
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| BluePointe Capital Management | 78k | $2.4M | 133% | Mar 2025 |
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| Investmark Advisory Group | 78k | $2.4M | 0% | Mar 2025 |
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| Pine Harbor Wealth Management | 76k | $2.3M | 2% | Mar 2025 |
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| Private Advisor | 76k | $2.3M | 14% | Mar 2025 |
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| Essex Financial Services | 74k | $2.3M | -21% | Mar 2025 |
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| Mraz, Amerine & Associates | 73k | $2.2M | -2% | Mar 2025 |
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| Vannoy Advisory Group | 73k | $2.2M | -1% | Mar 2025 |
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| Porter White Investment Advisors | 71k | $2.2M | 100% | Mar 2025 |
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| BIP Wealth | 70k | $2.1M | 28% | Mar 2025 |
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| Farther Finance Advisors | 67k | $2.0M | -1% | Mar 2025 |
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| Criterion Capital Advisors | 64k | $1.9M | 0% | Dec 2024 |
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| Compass Financial | 61k | $1.8M | 16% | Dec 2024 |
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| Clune & Associates | 59k | $1.8M | 1% | Mar 2025 |
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| Morris Financial Concepts | 59k | $1.8M | 12% | Mar 2025 |
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| Creative Planning | 58k | $1.8M | 6% | Mar 2025 |
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| GEN Financial Management | 58k | $1.8M | -18% | Mar 2025 |
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| Streettalk Advisors | 56k | $1.7M | 0% | Mar 2025 |
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| DBK Financial Counsel | 56k | $1.7M | 3% | Mar 2025 |
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| Trinity Financial Advisors | 56k | $1.6M | -3% | Mar 2025 |
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| Kestra Advisory Services | 55k | $1.6M | 178% | Dec 2024 |
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| Retirement Guys Formula | 54k | $1.6M | -16% | Mar 2025 |
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| PCA Investment Advisory Services | 51k | $1.6M | 33% | Mar 2025 |
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| SC&H Financial Advisors | 51k | $1.6M | 8% | Mar 2025 |
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| Susquehanna International | 49k | $1.5M | 100% | Dec 2024 |
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| McMill Wealth Management | 48k | $1.5M | 23% | Mar 2025 |
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| Citadel Advisors | 48k | $1.5M | 100% | Mar 2025 |
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| L.K. Benson & Company, P.C. | 47k | $1.4M | 100% | Mar 2025 |
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| Buckingham Strategic Partners | 47k | $1.4M | -10% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dynamic Advisors Solutions | Dec 2024 | 199k | $6.0M |
| Jane Street | Dec 2024 | 50k | $1.5M |