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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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 |
|---|---|---|---|---|---|
| Abacus Wealth Partners | 2.1M | $108M | 1% | Mar 2025 |
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| Quantum Financial Advisors | 456k | $24M | 15% | Mar 2025 |
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| Passive Capital Management | 376k | $13M | 100% | Mar 2025 |
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| Blue Oak Capital | 318k | $16M | 8% | Mar 2025 |
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| Seeds Investor | 197k | $10M | -8% | Mar 2025 |
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| Raymond James Financial | 176k | $9.0M | 100% | Mar 2025 |
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| Sei Investments | 175k | $9.0M | 23% | Mar 2025 |
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| Planning Center | 147k | $7.6M | 100% | Mar 2025 |
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| Momentous Wealth Management | 146k | $7.5M | 100% | Mar 2025 |
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| Citrine Capital | 135k | $7.0M | -1% | Mar 2025 |
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| CI Private Wealth | 128k | $6.6M | 20% | Mar 2025 |
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| Parkshore Wealth Management | 90k | $4.6M | 100% | Mar 2025 |
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| Archer Investment Management | 87k | $4.5M | 2% | Jun 2025 |
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| Apella Capital | 86k | $4.5M | 9% | Jun 2025 |
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| Wealth Enhancement Advisory Services | 84k | $4.4M | 3% | Jun 2025 |
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| Allodium Investment Consultants | 66k | $3.4M | 100% | Mar 2025 |
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| Resources Investment Advisors | 63k | $3.2M | 30% | Mar 2025 |
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| Commonwealth Equity Services | 56k | $2.9M | 2% | Mar 2025 |
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| Buckingham Strategic Partners | 47k | $2.4M | 16% | Mar 2025 |
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| RAM Investment Partners | 40k | $2.1M | 4% | Mar 2025 |
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| Betterment | 30k | $1.5M | 2% | Mar 2025 |
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| LPL Financial | 30k | $1.5M | 23% | Mar 2025 |
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| Vermillion Wealth Management | 27k | $1.4M | 0% | Mar 2025 |
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| Creative Capital Management Investments | 25k | $1.3M | 7% | Mar 2025 |
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| Tanager Wealth Management | 23k | $1.2M | 4% | Mar 2025 |
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| Jane Street | 22k | $1.1M | -48% | Mar 2025 |
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| Skyline Advisors | 19k | $951k | 15% | Mar 2025 |
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| Babb Wealth Advisors | 18k | $917k | 36% | Mar 2025 |
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| Strathmore Capital Advisors | 17k | $896k | 100% | Jun 2025 |
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| Virtu Financial | 15k | $785k | 100% | Mar 2025 |
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| RW Investment Management | 14k | $732k | -24% | Mar 2025 |
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| Sequoia Financial Advisors | 14k | $706k | 100% | Mar 2025 |
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| BetterWealth | 14k | $698k | -21% | Mar 2025 |
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| Goldman Sachs Group | 13k | $680k | 100% | Mar 2025 |
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| Modera Wealth Management | 13k | $680k | -15% | Mar 2025 |
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| Concord Wealth Partners | 13k | $650k | 0% | Mar 2025 |
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| Cambridge Investment Research Advisors | 13k | $645k | 45% | Mar 2025 |
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| DiNuzzo Private Wealth | 12k | $632k | 1% | Mar 2025 |
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| Goss Wealth Management | 12k | $614k | 1% | Mar 2025 |
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| Geometric Wealth Advisors | 12k | $603k | 100% | Mar 2025 |
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| HighTower Advisors | 11k | $549k | 0% | Mar 2025 |
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| Private Advisor | 10k | $535k | 1% | Mar 2025 |
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| Wealth Advisors Northwest | 10k | $528k | 18% | Mar 2025 |
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| Altiora Financial Group | 10k | $515k | 0% | Mar 2025 |
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| Ohe Financial | 9.9k | $512k | 0% | Mar 2025 |
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| Rehmann Capital Advisory | 9.5k | $490k | 1% | Mar 2025 |
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| Flagstone Financial Management | 8.9k | $459k | 80% | Mar 2025 |
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| Level Financial Advisors | 8.8k | $455k | 4% | Mar 2025 |
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| Delap Wealth Advisory | 8.2k | $424k | 0% | Mar 2025 |
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| Envestnet Asset Management | 7.8k | $403k | 36% | Mar 2025 |
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| Vestment Financial | 7.4k | $383k | 100% | Mar 2025 |
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| von Borstel & Associates | 7.3k | $375k | -20% | Mar 2025 |
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| Advisor Group Holdings | 7.2k | $372k | 100% | Mar 2025 |
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| Shore Point Advisors | 7.1k | $371k | -12% | Jun 2025 |
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| Wealthcare Advisory Partners | 6.8k | $348k | 100% | Mar 2025 |
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| Compass Capital Corp | 6.7k | $343k | 6% | Mar 2025 |
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| Stewardship Advisors | 5.4k | $282k | 3% | Jun 2025 |
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| Fiduciary Financial Group | 5.3k | $277k | 0% | Jun 2025 |
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| Savant Capital Management | 5.2k | $267k | 10% | Mar 2025 |
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| Pathstone Holdings | 5.0k | $261k | 0% | Mar 2025 |
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| Mercer Global Advisors | 5.0k | $255k | 100% | Mar 2025 |
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| Summit Wealth Group | 4.8k | $246k | 100% | Mar 2025 |
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| Farther Finance Advisors | 4.8k | $245k | 73% | Mar 2025 |
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| Greenspring Advisors | 4.7k | $240k | 100% | Mar 2025 |
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| Ariadne Wealth Management | 4.6k | $239k | 0% | Mar 2025 |
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| Aspen Capital Management | 4.5k | $232k | 100% | Mar 2025 |
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| Grand Wealth Management | 4.4k | $229k | 0% | Mar 2025 |
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| Legacy Financial Advisors | 4.3k | $220k | 100% | Mar 2025 |
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| LexAurum Advisors | 4.1k | $213k | 100% | Mar 2025 |
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| EnRich Financial Partners | 4.1k | $210k | 0% | Mar 2025 |
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| Sprinkle Financial Consultants | 4.0k | $204k | 0% | Mar 2025 |
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| Coston, McIsaac & Partners | 3.2k | $162k | 6483% | Mar 2025 |
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| JFS Wealth Advisors | 3.1k | $159k | 0% | Mar 2025 |
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| Jpmorgan Chase & Co | 2.7k | $138k | 37% | Mar 2025 |
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| Parkworth Wealth Management | 2.5k | $129k | 0% | Mar 2025 |
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| McIlrath & Eck | 946.00 | $49k | 0% | Mar 2025 |
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| Elevate Wealth Advisory | 907.00 | $47k | 0% | Mar 2025 |
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| Zrc Wealth Management | 849.00 | $45k | 0% | Jun 2025 |
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| Glass Jacobson Investment Advisors | 658.00 | $34k | 0% | Mar 2025 |
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| GPS Wealth Strategies Group | 563.00 | $29k | 43% | Mar 2025 |
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| Ruedi Wealth Management | 562.00 | $29k | 0% | Mar 2025 |
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| IFP Advisors | 497.00 | $26k | 1% | Mar 2025 |
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| Sym Financial Corporation | 299.00 | $15k | 0% | Mar 2025 |
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| Steward Partners Investment Advisory | 200.00 | $10k | 0% | Mar 2025 |
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| Hanson McClain Advisors | 61.00 | $3.2k | 0% | Mar 2025 |
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| CWM | 26.00 | $999.999000 | 0% | Mar 2025 |
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| Curio Wealth | 10.00 | $853k | -100% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RFG Advisory | Dec 2024 | 236k | $12M |
| Citadel Advisors | Dec 2024 | 62k | $3.1M |
| Thrivent Financial for Lutherans | Dec 2024 | 36k | $1.8M |
| Diversify Wealth Management | Dec 2024 | 17k | $847k |
| UBS Group | Dec 2024 | 290.00 | $15k |
| Tower Research Capital | Dec 2024 | 74.00 | $3.8k |