Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSB
- CUSIP Number: 25434v674
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Abacus Wealth Partners | 1.9M | $103M | 4% | Sep 2024 |
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Quantum Financial Advisors | 356k | $19M | 2% | Sep 2024 |
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RFG Advisory | 230k | $12M | 6% | Sep 2024 |
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Sei Investments | 120k | $6.4M | 146% | Sep 2024 |
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CI Private Wealth | 103k | $5.5M | 3% | Sep 2024 |
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Apella Capital | 57k | $3.0M | 10% | Sep 2024 |
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Wealth Enhancement Advisory Services | 56k | $2.9M | 100% | Jun 2024 |
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Commonwealth Equity Services | 56k | $3.0M | 0% | Sep 2024 |
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Jane Street | 45k | $2.4M | 180% | Sep 2024 |
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Resources Investment Advisors | 41k | $2.2M | 0% | Sep 2024 |
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RAM Investment Partners | 34k | $1.8M | 82% | Sep 2024 |
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Thrivent Financial for Lutherans | 30k | $1.6M | 100% | Sep 2024 |
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Buckingham Strategic Partners | 23k | $1.2M | 157% | Sep 2024 |
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LPL Financial | 22k | $1.2M | 0% | Sep 2024 |
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Creative Capital Management Investments | 21k | $1.1M | 60% | Sep 2024 |
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RW Investment Management | 19k | $991k | -2% | Sep 2024 |
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Diversify Wealth Management | 16k | $847k | -1% | Sep 2024 |
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BetterWealth | 16k | $845k | -3% | Sep 2024 |
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Modera Wealth Management | 15k | $774k | 0% | Sep 2024 |
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Concord Wealth Partners | 13k | $666k | 0% | Sep 2024 |
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DiNuzzo Private Wealth | 12k | $654k | 1% | Sep 2024 |
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Ohe Financial | 11k | $558k | 0% | Sep 2024 |
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Private Advisor | 11k | $556k | 11% | Sep 2024 |
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Altiora Financial Group | 10k | $532k | 0% | Sep 2024 |
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WPWealth | 9.6k | $508k | 100% | Sep 2024 |
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Hart & Patterson Financial Group | 9.5k | $505k | -1% | Sep 2024 |
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HighTower Advisors | 9.1k | $465k | 0% | Jun 2024 |
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Sax Wealth Advisors | 8.4k | $444k | 0% | Sep 2024 |
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Trademark Financial Management | 8.3k | $440k | 8% | Sep 2024 |
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LifePro Asset Management | 7.4k | $394k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 7.2k | $381k | 26% | Sep 2024 |
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Level Financial Advisors | 6.7k | $358k | -3% | Sep 2024 |
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Goss Wealth Management | 6.5k | $334k | 1% | Jun 2024 |
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Rehmann Capital Advisory | 6.5k | $332k | 1% | Jun 2024 |
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Kestra Advisory Services | 6.5k | $345k | -29% | Sep 2024 |
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Jentner | 5.3k | $272k | 0% | Jun 2024 |
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Tanager Wealth Management | 5.1k | $271k | -5% | Sep 2024 |
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Fiduciary Financial Group | 5.1k | $267k | 100% | Sep 2024 |
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von Borstel & Associates | 4.9k | $262k | 100% | Sep 2024 |
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Pathstone Holdings | 4.9k | $261k | 1% | Sep 2024 |
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Advisor Group Holdings | 4.8k | $256k | 100% | Sep 2024 |
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Envestnet Asset Management | 4.4k | $232k | -1% | Sep 2024 |
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Grand Wealth Management | 4.0k | $210k | 0% | Sep 2024 |
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EnRich Financial Partners | 3.9k | $206k | 9% | Sep 2024 |
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Sprinkle Financial Consultants | 3.9k | $205k | 100% | Sep 2024 |
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JFS Wealth Advisors | 3.1k | $166k | 0% | Sep 2024 |
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EP Wealth Advisors | 3.0k | $161k | 100% | Sep 2024 |
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Jpmorgan Chase & Co | 2.0k | $105k | 1% | Sep 2024 |
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Farther Finance Advisors | 1.9k | $101k | 100% | Sep 2024 |
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Cardiff Park Advisors | 1.8k | $91k | 1% | Jun 2024 |
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Elevate Wealth Advisory | 1.3k | $67k | 100% | Jun 2024 |
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Zrc Wealth Management | 770.00 | $41k | 1% | Sep 2024 |
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Glass Jacobson Investment Advisors | 642.00 | $34k | 1% | Sep 2024 |
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Ruedi Wealth Management | 562.00 | $30k | 100% | Sep 2024 |
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Belpointe Asset Management | 309.00 | $16k | 100% | Jun 2024 |
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Steward Partners Investment Advisory | 200.00 | $10k | 0% | Jun 2024 |
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Sym Financial Corporation | 81.00 | $4.1k | 0% | Jun 2024 |
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Hanson McClain Advisors | 60.00 | $3.2k | 0% | Sep 2024 |
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CWM | 26.00 | $999.999000 | 0% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Northern Trust | Mar 2024 | 44k | $2.3M |
Citadel Advisors | Jun 2024 | 13k | $671k |
Old Mission Capital | Mar 2024 | 4.3k | $225k |
Wellington Wealth Strategies | Jun 2024 | 3.2k | $418k |
Lindbrook Capital | Jun 2024 | 2.7k | $140k |