Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSD
- CUSIP Number: 25434v864
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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 |
|---|---|---|---|---|---|
| Colony | 2.7M | $129M | 100% | Sep 2024 |
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| Resources Investment Advisors | 2.4M | $114M | 10% | Sep 2024 |
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| Beaird Harris Wealth Management | 2.4M | $112M | 6% | Jun 2024 |
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| Buckingham Asset Management | 2.1M | $98M | 32% | Jun 2024 |
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| Buckingham Strategic Partners | 2.0M | $97M | 792% | Sep 2024 |
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| Planning Center | 2.0M | $96M | 2% | Sep 2024 |
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| DiNuzzo Private Wealth | 2.0M | $95M | 0% | Sep 2024 |
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| Savant Capital Management | 1.7M | $79M | 40% | Sep 2024 |
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| HighTower Advisors | 1.6M | $75M | 1% | Jun 2024 |
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| Assetmark | 1.3M | $64M | -2% | Sep 2024 |
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| Envestnet Asset Management | 1.3M | $63M | 6% | Sep 2024 |
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| Market Street Wealth Management Advisors | 1.1M | $53M | 2% | Sep 2024 |
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| Great Waters Wealth Management | 1.1M | $52M | 14% | Sep 2024 |
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| Apella Capital | 1.1M | $51M | 2% | Sep 2024 |
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| WPWealth | 987k | $47M | 11% | Sep 2024 |
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| Commonwealth Equity Services | 905k | $43M | 5% | Sep 2024 |
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| Phillips Financial Management | 860k | $41M | 27% | Sep 2024 |
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| Altiora Financial Group | 734k | $35M | 38% | Sep 2024 |
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| Rather & Kittrell | 731k | $35M | 10% | Sep 2024 |
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| Ruedi Wealth Management | 597k | $29M | 63% | Sep 2024 |
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| RAM Investment Partners | 585k | $28M | 7% | Sep 2024 |
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| Root Financial Partners | 566k | $27M | 50% | Sep 2024 |
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| Mattern Wealth Management | 549k | $26M | 7% | Sep 2024 |
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| Sax Wealth Advisors | 548k | $26M | 4% | Sep 2024 |
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| Grunden Financial Advisory | 457k | $22M | 2% | Sep 2024 |
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| RFG Advisory | 451k | $22M | 3% | Sep 2024 |
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| Park Avenue Securities | 430k | $21M | -1% | Sep 2024 |
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| Keyes, Stange & Wooten Wealth Management | 423k | $20M | 51% | Sep 2024 |
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| Diversified Portfolios | 421k | $20M | 982% | Sep 2024 |
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| Rockwood Wealth Management | 413k | $20M | 11% | Sep 2024 |
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| Renaissance Technologies | 393k | $19M | 84% | Sep 2024 |
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| Great Oak Capital Partners | 365k | $17M | 7% | Sep 2024 |
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| Valued Wealth Advisors | 359k | $17M | 3% | Sep 2024 |
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| Legacy Financial Group | 356k | $17M | 7% | Sep 2024 |
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| SJS Investment Consulting | 328k | $16M | 3% | Sep 2024 |
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| Jackson Thornton Asset Management | 323k | $15M | 88% | Sep 2024 |
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| Bank of America Corporation | 322k | $15M | 27% | Sep 2024 |
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| Onyx Financial Advisors | 321k | $15M | 5% | Sep 2024 |
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| Signature Resources Capital Management | 275k | $13M | 1% | Sep 2024 |
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| Client 1st Advisory Group | 266k | $13M | 20% | Jun 2024 |
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| RCS Financial Planning | 261k | $13M | 1% | Sep 2024 |
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| Allegiance Financial Group Advisory Services | 259k | $12M | 20% | Jun 2024 |
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| One Degree Advisors | 244k | $12M | 4952% | Sep 2024 |
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| Oceanside Advisors | 231k | $11M | 3% | Sep 2024 |
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| Dynamic Advisors Solutions | 231k | $11M | 5% | Sep 2024 |
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| Vestmark Advisory Solutions | 227k | $11M | -1% | Jun 2024 |
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| Integrated Wealth Concepts | 225k | $11M | 1% | Sep 2024 |
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| LPL Financial | 219k | $10M | 9% | Sep 2024 |
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| BCU Wealth Advisors | 218k | $10M | 15% | Sep 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 217k | $10M | 165% | Sep 2024 |
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| Tru Independence Asset Management 2 | 217k | $10M | 100% | Sep 2024 |
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| Dravo Bay | 214k | $10M | 100% | Sep 2024 |
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| Tortoise Investment Management | 192k | $9.2M | -13% | Sep 2024 |
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| SC&H Financial Advisors | 184k | $8.8M | 22% | Sep 2024 |
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| Peirce Capital Management | 179k | $8.5M | 0% | Sep 2024 |
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| Yardley Wealth Management | 175k | $8.4M | 100% | Sep 2024 |
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| FinDec Wealth Services | 173k | $8.1M | 43% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 168k | $7.9M | 75% | Jun 2024 |
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| Gradient Capital Advisors | 157k | $7.5M | 31% | Sep 2024 |
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| Tillman Hartley | 156k | $7.5M | 14% | Sep 2024 |
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| CFS Investment Advisory Services | 156k | $7.5M | -1% | Sep 2024 |
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| Concord Wealth Partners | 156k | $7.4M | -7% | Sep 2024 |
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| Waypoint Capital Advisors | 150k | $7.2M | 19% | Sep 2024 |
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| Bay Harbor Wealth Management | 150k | $7.2M | 23% | Sep 2024 |
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| Burney Co/ | 150k | $7.2M | -42% | Sep 2024 |
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| Northwest Wealth Management | 149k | $7.1M | 76% | Sep 2024 |
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| CI Private Wealth | 145k | $6.9M | 0% | Sep 2024 |
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| Pure Financial Advisors | 145k | $6.9M | 0% | Sep 2024 |
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| Goss Wealth Management | 136k | $6.4M | 3% | Jun 2024 |
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| CPA Asset Management | 132k | $6.3M | 19% | Sep 2024 |
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| Sterling Wealth Management | 132k | $6.3M | 463% | Sep 2024 |
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| Heritage Investment Group | 131k | $6.3M | 7% | Sep 2024 |
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| Chicago Partners Investment | 128k | $6.0M | 4% | Sep 2024 |
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| Kooman & Associates | 127k | $6.1M | -1% | Sep 2024 |
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| Hanson McClain Advisors | 123k | $5.9M | -9% | Sep 2024 |
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| White Wing Wealth Management | 123k | $5.9M | 1% | Sep 2024 |
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| Awm Capital | 122k | $5.7M | 18% | Jun 2024 |
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| Family Wealth Partners | 117k | $5.6M | -1% | Sep 2024 |
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| Shira Ridge Wealth Management | 116k | $5.5M | 139% | Sep 2024 |
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| Graves-Light Private Wealth Management | 113k | $5.3M | 0% | Jun 2024 |
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| Pine Harbor Wealth Management | 113k | $5.4M | 84% | Sep 2024 |
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| Hemington Wealth Management | 111k | $5.2M | 92% | Jun 2024 |
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| Royal Bank of Canada | 105k | $5.0M | 20% | Sep 2024 |
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| IFP Advisors | 98k | $4.6M | 12% | Jun 2024 |
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| Steward Partners Investment Advisory | 95k | $4.5M | 35% | Jun 2024 |
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| Disciplined Investments | 93k | $4.4M | 84% | Sep 2024 |
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| Beta Wealth | 91k | $4.4M | -3% | Sep 2024 |
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| Diversify Wealth Management | 91k | $4.3M | -11% | Sep 2024 |
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| Branch Banking & Trust Company | 88k | $4.1M | 24% | Jun 2024 |
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| Parker Financial | 84k | $4.0M | 131% | Sep 2024 |
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| Passive Capital Management | 83k | $4.0M | 34% | Sep 2024 |
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| Private Advisor | 82k | $3.9M | 33% | Sep 2024 |
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| Pioneer Wealth Management Group | 81k | $3.9M | -24% | Sep 2024 |
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| von Borstel & Associates | 81k | $3.8M | 100% | Sep 2024 |
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| Envestnet Portfolio Solutions | 81k | $3.8M | 1% | Sep 2024 |
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| LifePro Asset Management | 80k | $3.8M | 22% | Sep 2024 |
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| Squire Investment Management Company | 75k | $3.6M | 35% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 71k | $3.4M | -1% | Sep 2024 |
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| Lakeridge Wealth Management | 69k | $3.3M | -3% | Sep 2024 |
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| Change Path | 69k | $3.3M | 863% | Sep 2024 |
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| Essential Planning | 67k | $3.2M | 16% | Sep 2024 |
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| Advisor Group Holdings | 67k | $3.2M | 526% | Sep 2024 |
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| Apollon Wealth Management | 65k | $3.1M | 0% | Sep 2024 |
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| Cambridge Investment Research Advisors | 64k | $3.1M | 14% | Sep 2024 |
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| Acorn Wealth Advisors | 64k | $3.0M | -4% | Jun 2024 |
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| SageView Advisory Group | 62k | $2.9M | 5% | Sep 2024 |
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| Farther Finance Advisors | 57k | $2.7M | -6% | Sep 2024 |
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| Bridge Advisory | 57k | $2.7M | 3% | Sep 2024 |
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| Beacon Pointe Advisors | 56k | $2.7M | 7% | Sep 2024 |
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| Vermillion & White Wealth Management Group | 55k | $2.6M | 100% | Jun 2024 |
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| Maryland Capital Advisors | 54k | $2.6M | -2% | Sep 2024 |
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| Mml Investors Services | 52k | $2.5M | 13% | Sep 2024 |
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| Orion Portfolio Solutions | 51k | $2.4M | 24% | Sep 2024 |
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| Fmb Wealth Management | 48k | $2.3M | -2% | Sep 2024 |
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| Meredith Wealth Planning | 48k | $2.3M | -12% | Sep 2024 |
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| City State Bank | 48k | $2.3M | 81% | Sep 2024 |
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| Wheelhouse Advisory Group | 47k | $2.2M | 100% | Sep 2024 |
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| Delap Wealth Advisory | 47k | $2.2M | -22% | Sep 2024 |
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| Sowell Financial Services | 46k | $2.2M | 100% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 46k | $2.2M | -14% | Sep 2024 |
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| Kestra Advisory Services | 45k | $2.1M | 43% | Sep 2024 |
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| Arcadia Wealth Management | 44k | $2.1M | 5% | Sep 2024 |
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| Aspire Private Capital | 43k | $2.1M | 143% | Sep 2024 |
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| Mercer Global Advisors | 42k | $2.0M | -34% | Jun 2024 |
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| Strategic Investment Solutions | 40k | $1.9M | 60% | Sep 2024 |
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| Sutton Place Investors | 40k | $1.9M | 5% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 36k | $1.7M | 31% | Sep 2024 |
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| Narus Financial Partners | 35k | $1.7M | 49% | Sep 2024 |
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| PFG Advisors | 35k | $1.7M | -16% | Sep 2024 |
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| Shore Point Advisors | 34k | $1.6M | 1% | Sep 2024 |
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| TCP Asset Management | 33k | $1.6M | 13% | Sep 2024 |
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| Foster Group | 33k | $1.6M | 0% | Sep 2024 |
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| Great Valley Advisor Group | 32k | $1.5M | 0% | Sep 2024 |
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| American Investment Services | 32k | $1.5M | 32% | Jun 2024 |
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| Applied Capital | 31k | $1.5M | -4% | Sep 2024 |
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| BOS Asset Management | 31k | $1.5M | 24% | Sep 2024 |
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| Safeguard Investment Advisory Group | 31k | $1.5M | 3% | Jun 2024 |
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| Eclectic Associates | 30k | $1.5M | 105% | Sep 2024 |
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| Pathstone Holdings | 30k | $1.4M | 0% | Sep 2024 |
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| Morris Financial Concepts | 29k | $1.4M | 4% | Sep 2024 |
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| AQR Capital Management | 28k | $1.4M | 18% | Sep 2024 |
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| Five Oceans Advisors | 27k | $1.3M | 0% | Sep 2024 |
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| EverSource Wealth Advisors | 27k | $1.3M | 9% | Sep 2024 |
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| PBMares Wealth Management | 26k | $1.2M | -3% | Sep 2024 |
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| Simplicity Wealth | 25k | $1.2M | 0% | Sep 2024 |
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| Quarry Hill Advisors | 25k | $1.2M | -10% | Sep 2024 |
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| Cetera Investment Advisers | 25k | $1.2M | 22% | Jun 2024 |
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| Jpmorgan Chase & Co | 25k | $1.2M | -49% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25k | $1.2M | 126% | Sep 2024 |
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| Index Fund Advisors | 24k | $1.2M | 3% | Sep 2024 |
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| CWM | 22k | $1.1M | -51% | Sep 2024 |
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| Annapolis Financial Services | 21k | $981k | -16% | Sep 2024 |
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| Jane Street | 14k | $676k | -97% | Sep 2024 |
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| Old Mission Capital | 12k | $556k | -82% | Jun 2024 |
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| 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 |