Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSD
- CUSIP Number: 25434v864
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Colony | 2.7M | $129M | 100% | Sep 2024 |
|
| Beaird Harris Wealth Management | 2.5M | $119M | 5% | Sep 2024 |
|
| Resources Investment Advisors | 2.4M | $114M | 10% | Sep 2024 |
|
| Buckingham Asset Management | 2.1M | $98M | 32% | Jun 2024 |
|
| Buckingham Strategic Partners | 2.0M | $97M | 792% | Sep 2024 |
|
| Planning Center | 2.0M | $96M | 2% | Sep 2024 |
|
| DiNuzzo Private Wealth | 2.0M | $95M | 0% | Sep 2024 |
|
| Savant Capital Management | 1.7M | $79M | 40% | Sep 2024 |
|
| HighTower Advisors | 1.6M | $75M | 1% | Jun 2024 |
|
| Assetmark | 1.3M | $64M | -2% | Sep 2024 |
|
| Envestnet Asset Management | 1.3M | $63M | 6% | Sep 2024 |
|
| Market Street Wealth Management Advisors | 1.1M | $53M | 2% | Sep 2024 |
|
| Great Waters Wealth Management | 1.1M | $52M | 14% | Sep 2024 |
|
| Apella Capital | 1.1M | $51M | 2% | Sep 2024 |
|
| WPWealth | 987k | $47M | 11% | Sep 2024 |
|
| Commonwealth Equity Services | 905k | $43M | 5% | Sep 2024 |
|
| Phillips Financial Management | 860k | $41M | 27% | Sep 2024 |
|
| Altiora Financial Group | 734k | $35M | 38% | Sep 2024 |
|
| Rather & Kittrell | 731k | $35M | 10% | Sep 2024 |
|
| Ruedi Wealth Management | 597k | $29M | 63% | Sep 2024 |
|
| RAM Investment Partners | 585k | $28M | 7% | Sep 2024 |
|
| Root Financial Partners | 566k | $27M | 50% | Sep 2024 |
|
| Mattern Wealth Management | 549k | $26M | 7% | Sep 2024 |
|
| Sax Wealth Advisors | 548k | $26M | 4% | Sep 2024 |
|
| Grunden Financial Advisory | 457k | $22M | 2% | Sep 2024 |
|
| RFG Advisory | 451k | $22M | 3% | Sep 2024 |
|
| Park Avenue Securities | 430k | $21M | -1% | Sep 2024 |
|
| Keyes, Stange & Wooten Wealth Management | 423k | $20M | 51% | Sep 2024 |
|
| Diversified Portfolios | 421k | $20M | 982% | Sep 2024 |
|
| Rockwood Wealth Management | 413k | $20M | 11% | Sep 2024 |
|
| Renaissance Technologies | 393k | $19M | 84% | Sep 2024 |
|
| Great Oak Capital Partners | 365k | $17M | 7% | Sep 2024 |
|
| Valued Wealth Advisors | 359k | $17M | 3% | Sep 2024 |
|
| Legacy Financial Group | 356k | $17M | 7% | Sep 2024 |
|
| SJS Investment Consulting | 328k | $16M | 3% | Sep 2024 |
|
| Jackson Thornton Asset Management | 323k | $15M | 88% | Sep 2024 |
|
| Bank of America Corporation | 322k | $15M | 27% | Sep 2024 |
|
| Onyx Financial Advisors | 321k | $15M | 5% | Sep 2024 |
|
| Signature Resources Capital Management | 275k | $13M | 1% | Sep 2024 |
|
| Client 1st Advisory Group | 266k | $13M | 20% | Jun 2024 |
|
| RCS Financial Planning | 261k | $13M | 1% | Sep 2024 |
|
| Allegiance Financial Group Advisory Services | 259k | $12M | 20% | Jun 2024 |
|
| One Degree Advisors | 244k | $12M | 4952% | Sep 2024 |
|
| McIlrath & Eck | 236k | $11M | 100% | Sep 2024 |
|
| Oceanside Advisors | 231k | $11M | 3% | Sep 2024 |
|
| Dynamic Advisors Solutions | 231k | $11M | 5% | Sep 2024 |
|
| Vestmark Advisory Solutions | 227k | $11M | -1% | Jun 2024 |
|
| Integrated Wealth Concepts | 225k | $11M | 1% | Sep 2024 |
|
| LPL Financial | 219k | $10M | 9% | Sep 2024 |
|
| BCU Wealth Advisors | 218k | $10M | 15% | Sep 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 217k | $10M | 165% | Sep 2024 |
|
| Tru Independence Asset Management 2 | 217k | $10M | 100% | Sep 2024 |
|
| Dravo Bay | 214k | $10M | 100% | Sep 2024 |
|
| Tortoise Investment Management | 192k | $9.2M | -13% | Sep 2024 |
|
| SC&H Financial Advisors | 184k | $8.8M | 22% | Sep 2024 |
|
| Peirce Capital Management | 179k | $8.5M | 0% | Sep 2024 |
|
| Yardley Wealth Management | 175k | $8.4M | 100% | Sep 2024 |
|
| FinDec Wealth Services | 173k | $8.1M | 43% | Jun 2024 |
|
| Wealth Enhancement Advisory Services | 168k | $7.9M | 75% | Jun 2024 |
|
| Gradient Capital Advisors | 157k | $7.5M | 31% | Sep 2024 |
|
| Tillman Hartley | 156k | $7.5M | 14% | Sep 2024 |
|
| CFS Investment Advisory Services | 156k | $7.5M | -1% | Sep 2024 |
|
| Concord Wealth Partners | 156k | $7.4M | -7% | Sep 2024 |
|
| Waypoint Capital Advisors | 150k | $7.2M | 19% | Sep 2024 |
|
| Bay Harbor Wealth Management | 150k | $7.2M | 23% | Sep 2024 |
|
| Burney Co/ | 150k | $7.2M | -42% | Sep 2024 |
|
| Northwest Wealth Management | 149k | $7.1M | 76% | Sep 2024 |
|
| CI Private Wealth | 145k | $6.9M | 0% | Sep 2024 |
|
| Pure Financial Advisors | 145k | $6.9M | 0% | Sep 2024 |
|
| Goss Wealth Management | 136k | $6.4M | 3% | Jun 2024 |
|
| CPA Asset Management | 132k | $6.3M | 19% | Sep 2024 |
|
| Sterling Wealth Management | 132k | $6.3M | 463% | Sep 2024 |
|
| Heritage Investment Group | 131k | $6.3M | 7% | Sep 2024 |
|
| Chicago Partners Investment | 128k | $6.0M | 4% | Sep 2024 |
|
| Kooman & Associates | 127k | $6.1M | -1% | Sep 2024 |
|
| Hanson McClain Advisors | 123k | $5.9M | -9% | Sep 2024 |
|
| White Wing Wealth Management | 123k | $5.9M | 1% | Sep 2024 |
|
| Awm Capital | 122k | $5.7M | 18% | Jun 2024 |
|
| Family Wealth Partners | 117k | $5.6M | -1% | Sep 2024 |
|
| Shira Ridge Wealth Management | 116k | $5.5M | 139% | Sep 2024 |
|
| Graves-Light Private Wealth Management | 113k | $5.3M | 0% | Jun 2024 |
|
| Pine Harbor Wealth Management | 113k | $5.4M | 84% | Sep 2024 |
|
| Hemington Wealth Management | 111k | $5.2M | 92% | Jun 2024 |
|
| Royal Bank of Canada | 105k | $5.0M | 20% | Sep 2024 |
|
| IFP Advisors | 98k | $4.6M | 12% | Jun 2024 |
|
| Steward Partners Investment Advisory | 95k | $4.5M | 35% | Jun 2024 |
|
| Disciplined Investments | 93k | $4.4M | 84% | Sep 2024 |
|
| Beta Wealth | 91k | $4.4M | -3% | Sep 2024 |
|
| Diversify Wealth Management | 91k | $4.3M | -11% | Sep 2024 |
|
| Branch Banking & Trust Company | 88k | $4.1M | 24% | Jun 2024 |
|
| Parker Financial | 84k | $4.0M | 131% | Sep 2024 |
|
| Passive Capital Management | 83k | $4.0M | 34% | Sep 2024 |
|
| Private Advisor | 82k | $3.9M | 33% | Sep 2024 |
|
| Pioneer Wealth Management Group | 81k | $3.9M | -24% | Sep 2024 |
|
| von Borstel & Associates | 81k | $3.8M | 100% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 81k | $3.8M | 1% | Sep 2024 |
|
| LifePro Asset Management | 80k | $3.8M | 22% | Sep 2024 |
|
| Squire Investment Management Company | 75k | $3.6M | 35% | Sep 2024 |
|
| Henrickson Nauta Wealth Advisors | 71k | $3.4M | -1% | Sep 2024 |
|
| Lakeridge Wealth Management | 69k | $3.3M | -3% | Sep 2024 |
|
| Change Path | 69k | $3.3M | 863% | Sep 2024 |
|
| Essential Planning | 67k | $3.2M | 16% | Sep 2024 |
|
| Advisor Group Holdings | 67k | $3.2M | 526% | Sep 2024 |
|
| Apollon Wealth Management | 65k | $3.1M | 0% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 64k | $3.1M | 14% | Sep 2024 |
|
| Acorn Wealth Advisors | 64k | $3.0M | -4% | Jun 2024 |
|
| SageView Advisory Group | 62k | $2.9M | 5% | Sep 2024 |
|
| Farther Finance Advisors | 57k | $2.7M | -6% | Sep 2024 |
|
| Bridge Advisory | 57k | $2.7M | 3% | Sep 2024 |
|
| Beacon Pointe Advisors | 56k | $2.7M | 7% | Sep 2024 |
|
| Vermillion & White Wealth Management Group | 55k | $2.6M | 100% | Jun 2024 |
|
| Maryland Capital Advisors | 54k | $2.6M | -2% | Sep 2024 |
|
| Mml Investors Services | 52k | $2.5M | 13% | Sep 2024 |
|
| Orion Portfolio Solutions | 51k | $2.4M | 24% | Sep 2024 |
|
| Fmb Wealth Management | 48k | $2.3M | -2% | Sep 2024 |
|
| Meredith Wealth Planning | 48k | $2.3M | -12% | Sep 2024 |
|
| City State Bank | 48k | $2.3M | 81% | Sep 2024 |
|
| Wheelhouse Advisory Group | 47k | $2.2M | 100% | Sep 2024 |
|
| Delap Wealth Advisory | 47k | $2.2M | -22% | Sep 2024 |
|
| Sowell Financial Services | 46k | $2.2M | 100% | Sep 2024 |
|
| Hutchens & Kramer Investment Management Group | 46k | $2.2M | -14% | Sep 2024 |
|
| Kestra Advisory Services | 45k | $2.1M | 43% | Sep 2024 |
|
| Arcadia Wealth Management | 44k | $2.1M | 5% | Sep 2024 |
|
| Aspire Private Capital | 43k | $2.1M | 143% | Sep 2024 |
|
| Mercer Global Advisors | 42k | $2.0M | -34% | Jun 2024 |
|
| Strategic Investment Solutions | 40k | $1.9M | 60% | Sep 2024 |
|
| Sutton Place Investors | 40k | $1.9M | 5% | Sep 2024 |
|
| Claris Advisors, Llc / Mo / | 36k | $1.7M | 31% | Sep 2024 |
|
| Narus Financial Partners | 35k | $1.7M | 49% | Sep 2024 |
|
| PFG Advisors | 35k | $1.7M | -16% | Sep 2024 |
|
| Shore Point Advisors | 34k | $1.6M | 1% | Sep 2024 |
|
| TCP Asset Management | 33k | $1.6M | 13% | Sep 2024 |
|
| Foster Group | 33k | $1.6M | 0% | Sep 2024 |
|
| Great Valley Advisor Group | 32k | $1.5M | 0% | Sep 2024 |
|
| American Investment Services | 32k | $1.5M | 32% | Jun 2024 |
|
| Applied Capital | 31k | $1.5M | -4% | Sep 2024 |
|
| BOS Asset Management | 31k | $1.5M | 24% | Sep 2024 |
|
| Safeguard Investment Advisory Group | 31k | $1.5M | 3% | Jun 2024 |
|
| Eclectic Associates | 30k | $1.5M | 105% | Sep 2024 |
|
| Pathstone Holdings | 30k | $1.4M | 0% | Sep 2024 |
|
| Morris Financial Concepts | 29k | $1.4M | 4% | Sep 2024 |
|
| AQR Capital Management | 28k | $1.4M | 18% | Sep 2024 |
|
| Five Oceans Advisors | 27k | $1.3M | 0% | Sep 2024 |
|
| EverSource Wealth Advisors | 27k | $1.3M | 9% | Sep 2024 |
|
| PBMares Wealth Management | 26k | $1.2M | -3% | Sep 2024 |
|
| Simplicity Wealth | 25k | $1.2M | 0% | Sep 2024 |
|
| Quarry Hill Advisors | 25k | $1.2M | -10% | Sep 2024 |
|
| Cetera Investment Advisers | 25k | $1.2M | 22% | Jun 2024 |
|
| Jpmorgan Chase & Co | 25k | $1.2M | -49% | Sep 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25k | $1.2M | 126% | Sep 2024 |
|
| CWM | 22k | $1.1M | -51% | Sep 2024 |
|
| Jane Street | 14k | $676k | -97% | Sep 2024 |
|
| Old Mission Capital | 12k | $556k | -82% | Jun 2024 |
|
| Straight Path Wealth Management | 9.5k | $454k | -91% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2024 | 61k | $2.9M |
| Citadel Advisors | Jun 2024 | 30k | $1.4M |
| Dopkins Wealth Management | Jun 2024 | 29k | $1.3M |