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 |
|---|---|---|---|---|---|
| Pathstone Holdings | 3.2M | $87M | 100% | Dec 2023 |
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| CI Private Wealth | 3.2M | $87M | 14% | Dec 2023 |
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| Mosaic Family Wealth Partners | 2.1M | $56M | -6% | Dec 2023 |
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| EP Wealth Advisors | 1.9M | $53M | 34% | Dec 2023 |
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| DiNuzzo Private Wealth | 1.9M | $56M | -1% | Mar 2024 |
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| Truepoint | 1.4M | $39M | 20% | Dec 2023 |
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| Cable Hill Partners | 1.4M | $37M | 0% | Mar 2024 |
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| WPWealth | 1.0M | $27M | 26% | Dec 2023 |
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| EnRich Financial Partners | 954k | $29M | 100% | Mar 2024 |
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| Regal Wealth Group | 823k | $22M | 0% | Dec 2023 |
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| Mather Group | 792k | $21M | 0% | Mar 2024 |
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| Team Hewins | 722k | $22M | 3% | Mar 2024 |
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| Great Oak Capital Partners | 682k | $20M | 16% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 662k | $20M | 6% | Mar 2024 |
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| Phillips Financial Management | 654k | $20M | 23% | Mar 2024 |
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| Beacon Pointe Advisors | 633k | $17M | 15% | Dec 2023 |
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| SRS Capital Advisors | 621k | $17M | 5% | Dec 2023 |
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| Bank Of Montreal | 608k | $17M | 40% | Dec 2023 |
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| Acropolis Investment Management | 600k | $18M | 10% | Mar 2024 |
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| Quent Capital | 580k | $17M | 207% | Mar 2024 |
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| Total Wealth Planning | 575k | $17M | 16% | Mar 2024 |
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| HighTower Advisors | 540k | $16M | 18% | Mar 2024 |
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| Acorn Creek Capital | 525k | $16M | 5% | Mar 2024 |
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| Corrigan Financial | 422k | $13M | 64% | Mar 2024 |
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| Tilson Financial Group | 418k | $13M | 26% | Mar 2024 |
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| Jentner | 392k | $11M | 232% | Dec 2023 |
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| Liberty Wealth Management | 389k | $12M | -2% | Mar 2024 |
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| Schoolcraft Capital | 353k | $11M | 16% | Mar 2024 |
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| VeraBank | 333k | $10M | 10% | Mar 2024 |
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| Larson Financial Group | 333k | $10M | -9% | Mar 2024 |
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| Evanson Asset Management | 332k | $10M | 63% | Mar 2024 |
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| Cardiff Park Advisors | 331k | $9.6M | 1122% | Dec 2023 |
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| FinDec Wealth Services | 321k | $8.7M | -33% | Dec 2023 |
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| Tobias Financial Advisors | 320k | $9.6M | 45% | Mar 2024 |
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| Wealth Architects | 318k | $8.6M | 28% | Dec 2023 |
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| RFG Advisory | 281k | $8.4M | 1% | Mar 2024 |
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| Chicago Partners Investment | 278k | $8.1M | 15% | Mar 2024 |
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| Savant Capital Management | 247k | $7.4M | -24% | Mar 2024 |
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| Austin Asset Management | 242k | $7.3M | 3% | Mar 2024 |
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| Monograph Wealth Advisors | 230k | $6.2M | 100% | Dec 2023 |
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| Lauer Wealth | 223k | $6.5M | 0% | Mar 2024 |
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| Diversified Portfolios | 219k | $6.6M | 79% | Mar 2024 |
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| Francis Financial | 178k | $5.4M | 18% | Mar 2024 |
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| Gemmer Asset Management | 164k | $4.9M | 5% | Mar 2024 |
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| Advisory Services & Investments | 147k | $4.4M | 45% | Mar 2024 |
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| Jane Street | 139k | $3.8M | 100% | Dec 2023 |
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| Frank. Day | 134k | $3.6M | -3% | Dec 2023 |
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| Honkamp Krueger Financial Services | 133k | $4.0M | 100% | Mar 2024 |
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| Sax Wealth Advisors | 132k | $3.6M | 98% | Dec 2023 |
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| Commonwealth Equity Services | 130k | $3.9M | 15% | Mar 2024 |
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| Ruedi Wealth Management | 125k | $3.8M | 12% | Mar 2024 |
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| Modera Wealth Management | 115k | $3.1M | 250% | Dec 2023 |
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| Disciplined Investments | 115k | $3.4M | 13% | Mar 2024 |
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| Ronald Blue Trust | 104k | $3.1M | 38% | Mar 2024 |
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| Peninsula Wealth | 104k | $2.8M | 4% | Dec 2023 |
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| Pine Harbor Wealth Management | 103k | $2.8M | 100% | Dec 2023 |
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| Elevate Wealth Advisory | 95k | $2.8M | 18% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 91k | $2.7M | 6% | Mar 2024 |
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| Cordant | 84k | $2.5M | 67% | Mar 2024 |
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| Mustard Seed Financial | 77k | $2.3M | 100% | Mar 2024 |
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| American Investment Services | 76k | $2.1M | 172% | Dec 2023 |
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| Envision Financial Planning | 75k | $2.3M | 18% | Mar 2024 |
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| Retirement Guys Formula | 75k | $2.3M | -33% | Mar 2024 |
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| Studio Investment Management | 71k | $1.9M | 1% | Dec 2023 |
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| Trinity Financial Advisors | 70k | $2.1M | 2% | Mar 2024 |
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| BFSG | 66k | $2.0M | 9% | Mar 2024 |
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| Maryland Capital Advisors | 64k | $1.9M | 11% | Mar 2024 |
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| Goldman Sachs Group | 64k | $1.7M | 100% | Dec 2023 |
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| Level Financial Advisors | 61k | $1.8M | 110% | Mar 2024 |
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| Criterion Capital Advisors | 56k | $1.7M | 14% | Mar 2024 |
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| Sandy Spring Bank | 54k | $1.5M | 820% | Dec 2023 |
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| TCI Wealth Advisors | 54k | $1.6M | 28% | Mar 2024 |
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| SC&H Financial Advisors | 53k | $1.6M | 1% | Mar 2024 |
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| Collective Family Office | 52k | $1.6M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 45k | $1.3M | 71% | Mar 2024 |
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| Sprinkle Financial Consultants | 45k | $1.3M | 2% | Mar 2024 |
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| DBK Financial Counsel | 44k | $1.3M | 95% | Mar 2024 |
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| Emprise Bank | 44k | $1.3M | 100% | Mar 2024 |
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| Compass Financial | 43k | $1.3M | 13% | Mar 2024 |
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| Essex Financial Services | 42k | $1.3M | -6% | Mar 2024 |
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| Gradient Capital Advisors | 42k | $1.2M | 15% | Mar 2024 |
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| H D Vest Advisory Services | 41k | $1.1M | 100% | Dec 2023 |
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| Private Advisor | 34k | $1.0M | 28% | Mar 2024 |
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| GEM Asset Management | 34k | $950k | 17% | Mar 2024 |
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| Susquehanna International | 32k | $968k | 18% | Mar 2024 |
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| Zhang Financial | 31k | $937k | 3% | Mar 2024 |
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| Sterling Wealth Management | 30k | $803k | 100% | Dec 2023 |
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| Mraz, Amerine & Associates | 28k | $763k | 100% | Dec 2023 |
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| Betterment | 28k | $743k | 166% | Dec 2023 |
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| Sanctuary Wealth Management | 27k | $822k | 100% | Mar 2024 |
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| Morris Financial Concepts | 27k | $805k | 6% | Mar 2024 |
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| Farther Finance Advisors | 26k | $699k | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 26k | $693k | 100% | Dec 2023 |
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| Mercer Global Advisors | 25k | $687k | -10% | Dec 2023 |
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| Builder Investment Group | 25k | $665k | 18% | Dec 2023 |
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| Werba Rubin Papier Wealth Management | 22k | $672k | 100% | Mar 2024 |
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| Bromfield Sneider Wealth Advisors | 21k | $627k | 0% | Mar 2024 |
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| Aire Advisors | 19k | $521k | 40% | Dec 2023 |
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| Oceanside Advisors | 18k | $535k | 0% | Mar 2024 |
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| Buckingham Asset Management | 17k | $469k | 100% | Dec 2023 |
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| My Personal CFO | 14k | $427k | -7% | Mar 2024 |
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| Keb Asset Management | 13k | $399k | 0% | Mar 2024 |
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| Sym Financial Corporation | 13k | $392k | 0% | Mar 2024 |
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| Warner Financial | 12k | $371k | 32% | Mar 2024 |
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| Asset Dedication | 12k | $368k | 742% | Mar 2024 |
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| RCS Financial Planning | 12k | $366k | -3% | Mar 2024 |
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| FineMark National Bank & Trust | 12k | $326k | 100% | Dec 2023 |
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| Advisor Group Holdings | 12k | $314k | -9% | Dec 2023 |
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| Foster Group | 11k | $324k | 100% | Mar 2024 |
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| Americana Partners | 11k | $319k | 0% | Mar 2024 |
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| Kestra Advisory Services | 10k | $280k | 1% | Dec 2023 |
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| Tortoise Investment Management | 10k | $272k | 0% | Dec 2023 |
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| Hutchens & Kramer Investment Management Group | 9.7k | $290k | 0% | Mar 2024 |
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| Bank of America Corporation | 9.4k | $254k | 7% | Dec 2023 |
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| Wealthcare Advisory Partners | 9.0k | $271k | 0% | Mar 2024 |
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| Family CFO | 8.5k | $254k | 91% | Mar 2024 |
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| SOL Capital Management | 8.4k | $253k | 0% | Mar 2024 |
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| D. E. Shaw & Co | 7.4k | $201k | 100% | Dec 2023 |
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| PBMares Wealth Management | 7.3k | $220k | 100% | Mar 2024 |
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| Dopkins Wealth Management | 7.1k | $213k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 6.2k | $167k | -4% | Dec 2023 |
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| Royal Bank of Canada | 2.9k | $79k | 1015% | Dec 2023 |
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| Avondale Wealth Management | 2.8k | $76k | 285% | Dec 2023 |
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| EverSource Wealth Advisors | 2.5k | $69k | 100% | Dec 2023 |
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| Ancora Advisors | 1.9k | $50k | 0% | Dec 2023 |
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| IFP Advisors | 1.5k | $41k | 50% | Dec 2023 |
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| Cherry Tree Wealth Management | 1.3k | $38k | 0% | Mar 2024 |
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| Annapolis Financial Services | 1.2k | $35k | -95% | Mar 2024 |
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| Parkside Financial Bank & Trust | 1.1k | $33k | 0% | Mar 2024 |
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| Global Trust Asset Management | 902.00 | $27k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 856.00 | $26k | 0% | Mar 2024 |
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| AdvisorNet Financial | 800.00 | $24k | 0% | Mar 2024 |
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| Signature Resources Capital Management | 651.00 | $18k | 0% | Mar 2024 |
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| Lam Group | 620.00 | $19k | 1278% | Mar 2024 |
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| City State Bank | 570.00 | $17k | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 528.00 | $14k | 100% | Dec 2023 |
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| DecisionPoint Financial | 415.00 | $12k | 0% | Mar 2024 |
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| Simplex Trading | 133.00 | $3.0k | 0% | Mar 2024 |
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| McClarren Financial Advisors | 60.00 | $209k | -99% | Mar 2024 |
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| Huntington National Bank | 48.00 | $1.4k | 100% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 33.00 | $992.999700 | 100% | Mar 2024 |
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| Hartland & Co | 17.00 | $459.999600 | 100% | Dec 2023 |
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| JJJ Advisors | 5.00 | $150.000000 | 100% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Financial Counselors | Dec 2023 | 63k | $1.7M |
| Flow Traders US | Sep 2023 | 25k | $628k |
| Citadel Advisors | Sep 2023 | 8.4k | $209k |
| Tempus Wealth Planning | Dec 2023 | 7.9k | $215k |
| Fonville Wealth Management | Dec 2023 | 7.5k | $202k |