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 |
|---|---|---|---|---|---|
| Essential Planning | 4.2M | $197M | 6121% | Dec 2024 |
|
| Colony | 3.3M | $157M | 24% | Dec 2024 |
|
| Buckingham Strategic Partners | 3.0M | $140M | 47% | Dec 2024 |
|
| Resources Investment Advisors | 2.7M | $127M | 13% | Dec 2024 |
|
| Apella Capital | 2.7M | $128M | 61% | Mar 2025 |
|
| Beaird Harris Wealth Management | 2.6M | $122M | 4% | Dec 2024 |
|
| Savant Capital Management | 2.3M | $108M | 39% | Dec 2024 |
|
| Planning Center | 2.0M | $96M | 2% | Dec 2024 |
|
| DiNuzzo Private Wealth | 1.9M | $91M | -2% | Dec 2024 |
|
| HighTower Advisors | 1.7M | $80M | 4% | Dec 2024 |
|
| Envestnet Asset Management | 1.4M | $66M | 6% | Dec 2024 |
|
| Assetmark | 1.3M | $62M | -1% | Dec 2024 |
|
| Phillips Financial Management | 1.2M | $58M | 43% | Dec 2024 |
|
| Great Waters Wealth Management | 1.2M | $57M | -3% | Mar 2025 |
|
| Market Street Wealth Management Advisors | 1.1M | $54M | 3% | Dec 2024 |
|
| WPWealth | 1.0M | $49M | 6% | Dec 2024 |
|
| Commonwealth Equity Services | 938k | $44M | 4% | Dec 2024 |
|
| Ruedi Wealth Management | 881k | $41M | 48% | Dec 2024 |
|
| Rather & Kittrell | 857k | $40M | 17% | Dec 2024 |
|
| Root Financial Partners | 809k | $38M | 43% | Dec 2024 |
|
| Altiora Financial Group | 779k | $37M | 6% | Dec 2024 |
|
| Elser Financial Planning | 710k | $33M | 100% | Dec 2024 |
|
| RAM Investment Partners | 645k | $30M | 10% | Dec 2024 |
|
| Diversified Portfolios | 564k | $26M | 34% | Dec 2024 |
|
| Mattern Wealth Management | 557k | $26M | 1% | Dec 2024 |
|
| Curio Wealth | 549k | $26M | 100% | Dec 2024 |
|
| Sterling Wealth Advisors | 509k | $24M | 100% | Dec 2024 |
|
| Grunden Financial Advisory | 485k | $23M | 6% | Dec 2024 |
|
| Keyes, Stange & Wooten Wealth Management | 470k | $22M | 11% | Dec 2024 |
|
| Park Avenue Securities | 454k | $22M | 3% | Mar 2025 |
|
| Great Oak Capital Partners | 448k | $21M | 22% | Dec 2024 |
|
| Sax Wealth Advisors | 429k | $20M | -22% | Dec 2024 |
|
| Valued Wealth Advisors | 412k | $19M | 15% | Dec 2024 |
|
| McIlrath & Eck | 411k | $19M | 74% | Dec 2024 |
|
| Bank of America Corporation | 400k | $19M | 24% | Dec 2024 |
|
| Jackson Thornton Asset Management | 381k | $18M | 18% | Dec 2024 |
|
| Legacy Financial Group | 379k | $18M | 6% | Dec 2024 |
|
| Verisail Partners | 369k | $18M | 2% | Mar 2025 |
|
| SJS Investment Consulting | 361k | $17M | 3% | Mar 2025 |
|
| David Wealth Management | 349k | $17M | -1% | Mar 2025 |
|
| Signature Resources Capital Management | 333k | $16M | 8% | Mar 2025 |
|
| Vestment Financial | 331k | $16M | 100% | Mar 2025 |
|
| Onyx Financial Advisors | 328k | $15M | 2% | Dec 2024 |
|
| Allegiance Financial Group Advisory Services | 313k | $15M | 12% | Dec 2024 |
|
| Warren Averett Asset Management | 307k | $14M | -4% | Dec 2024 |
|
| IFP Advisors | 299k | $14M | 86% | Dec 2024 |
|
| Integrated Wealth Concepts | 292k | $14M | 30% | Dec 2024 |
|
| Client 1st Advisory Group | 292k | $14M | 7% | Dec 2024 |
|
| Northwest Wealth Management | 284k | $13M | 91% | Dec 2024 |
|
| Wolfstich Capital | 281k | $13M | 100% | Dec 2024 |
|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 274k | $13M | 26% | Dec 2024 |
|
| BCU Wealth Advisors | 272k | $13M | 4% | Mar 2025 |
|
| Renaissance Technologies | 270k | $13M | -31% | Dec 2024 |
|
| Vestmark Advisory Solutions | 264k | $12M | 0% | Dec 2024 |
|
| Hanson McClain Advisors | 263k | $12M | 113% | Dec 2024 |
|
| SC&H Financial Advisors | 255k | $12M | 39% | Dec 2024 |
|
| One Degree Advisors | 252k | $12M | 3% | Dec 2024 |
|
| Hemington Wealth Management | 241k | $11M | 21% | Dec 2024 |
|
| Oceanside Advisors | 238k | $11M | 3% | Dec 2024 |
|
| Dynamic Advisors Solutions | 236k | $11M | 2% | Dec 2024 |
|
| LPL Financial | 233k | $11M | 7% | Dec 2024 |
|
| Dravo Bay | 226k | $11M | 6% | Dec 2024 |
|
| Clune & Associates | 220k | $10M | 100% | Dec 2024 |
|
| Betterment | 212k | $9.9M | 4% | Dec 2024 |
|
| Tillman Hartley | 209k | $9.8M | 34% | Dec 2024 |
|
| Farther Finance Advisors | 208k | $9.9M | 109% | Mar 2025 |
|
| Yardley Wealth Management | 206k | $9.7M | 17% | Dec 2024 |
|
| Pine Harbor Wealth Management | 192k | $9.0M | 70% | Dec 2024 |
|
| Gradient Capital Advisors | 188k | $8.8M | 20% | Dec 2024 |
|
| Peirce Capital Management | 186k | $8.7M | 4% | Dec 2024 |
|
| RCS Financial Planning | 182k | $8.5M | -30% | Dec 2024 |
|
| Shira Ridge Wealth Management | 177k | $8.4M | -2% | Mar 2025 |
|
| FinDec Wealth Services | 173k | $8.1M | -7% | Dec 2024 |
|
| Tru Independence Asset Management 2 | 172k | $8.1M | -21% | Dec 2024 |
|
| Mercer Global Advisors | 170k | $8.0M | 557% | Dec 2024 |
|
| Bay Harbor Wealth Management | 170k | $8.0M | 13% | Dec 2024 |
|
| Steward Partners Investment Advisory | 170k | $8.0M | 23% | Dec 2024 |
|
| Studio Investment Management | 169k | $7.9M | 100% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 167k | $7.9M | 0% | Mar 2025 |
|
| CFS Investment Advisory Services | 159k | $7.4M | 2% | Dec 2024 |
|
| CPA Asset Management | 155k | $7.2M | 17% | Dec 2024 |
|
| Concord Wealth Partners | 154k | $7.2M | -1% | Dec 2024 |
|
| Sterling Wealth Management | 152k | $7.1M | 15% | Dec 2024 |
|
| Royal Bank of Canada | 148k | $6.9M | 41% | Dec 2024 |
|
| CI Private Wealth | 147k | $6.9M | 2% | Dec 2024 |
|
| Tortoise Investment Management | 145k | $6.8M | -25% | Dec 2024 |
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| Pure Financial Advisors | 144k | $6.8M | 0% | Dec 2024 |
|
| Awm Capital | 144k | $6.8M | 25% | Dec 2024 |
|
| City State Bank | 144k | $6.8M | 31% | Mar 2025 |
|
| Family Wealth Partners | 141k | $6.6M | 21% | Dec 2024 |
|
| Heritage Investment Group | 141k | $6.6M | 7% | Dec 2024 |
|
| Chicago Partners Investment | 136k | $6.4M | 6% | Dec 2024 |
|
| White Wing Wealth Management | 134k | $6.3M | 9% | Dec 2024 |
|
| Eclectic Associates | 133k | $6.3M | 92% | Mar 2025 |
|
| Kooman & Associates | 131k | $6.1M | 3% | Dec 2024 |
|
| Citadel Advisors | 128k | $6.0M | 100% | Dec 2024 |
|
| Burney Co/ | 126k | $5.9M | -16% | Dec 2024 |
|
| Branch Banking & Trust Company | 124k | $5.8M | 8% | Dec 2024 |
|
| von Borstel & Associates | 124k | $5.8M | 54% | Dec 2024 |
|
| Vantage Point Financial | 117k | $5.5M | 100% | Dec 2024 |
|
| Simplicity Wealth | 116k | $5.5M | 379% | Mar 2025 |
|
| Friday Financial | 114k | $5.4M | 100% | Dec 2024 |
|
| Passive Capital Management | 113k | $5.3M | 36% | Dec 2024 |
|
| Wheelhouse Advisory Group | 112k | $5.3M | 139% | Dec 2024 |
|
| Disciplined Investments | 110k | $5.2M | 5% | Mar 2025 |
|
| Parker Financial | 110k | $5.1M | 31% | Dec 2024 |
|
| Lakeridge Wealth Management | 110k | $5.2M | 3% | Mar 2025 |
|
| Cornerstone Management | 106k | $4.9M | 100% | Dec 2024 |
|
| Beta Wealth | 100k | $4.7M | 9% | Dec 2024 |
|
| Fmb Wealth Management | 98k | $4.7M | 35% | Mar 2025 |
|
| RFG Advisory | 97k | $4.6M | -80% | Mar 2025 |
|
| Squire Investment Management Company | 96k | $4.5M | 29% | Dec 2024 |
|
| Diversify Wealth Management | 89k | $4.2M | -3% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 88k | $4.1M | 100% | Dec 2024 |
|
| Graves-Light Private Wealth Management | 86k | $4.1M | 3% | Mar 2025 |
|
| Babb Wealth Advisors | 85k | $4.0M | 100% | Dec 2024 |
|
| Change Path | 85k | $4.0M | 24% | Dec 2024 |
|
| Private Advisor | 84k | $3.9M | 2% | Dec 2024 |
|
| Envestnet Portfolio Solutions | 79k | $3.7M | -2% | Dec 2024 |
|
| Parkworth Wealth Management | 76k | $3.6M | 100% | Dec 2024 |
|
| Henrickson Nauta Wealth Advisors | 75k | $3.5M | 2% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 72k | $3.4M | 11% | Dec 2024 |
|
| Orion Portfolio Solutions | 70k | $3.3M | 37% | Dec 2024 |
|
| Keystone Financial Group | 68k | $3.2M | 100% | Dec 2024 |
|
| Delap Wealth Advisory | 67k | $3.1M | 42% | Dec 2024 |
|
| Arcadia Wealth Management | 67k | $3.1M | 100% | Dec 2024 |
|
| Advisor Group Holdings | 66k | $3.1M | -1% | Dec 2024 |
|
| SageView Advisory Group | 63k | $2.9M | 2% | Dec 2024 |
|
| Beacon Pointe Advisors | 63k | $2.9M | 11% | Dec 2024 |
|
| Apollon Wealth Management | 62k | $2.9M | -5% | Dec 2024 |
|
| Mml Investors Services | 60k | $2.8M | 14% | Dec 2024 |
|
| Vermillion & White Wealth Management Group | 59k | $2.8M | 6% | Dec 2024 |
|
| Acorn Wealth Advisors | 57k | $2.6M | -8% | Dec 2024 |
|
| Five Oceans Advisors | 56k | $2.6M | 106% | Dec 2024 |
|
| Meredith Wealth Planning | 56k | $2.6M | 16% | Dec 2024 |
|
| Maryland Capital Advisors | 54k | $2.5M | 0% | Dec 2024 |
|
| TCI Wealth Advisors | 51k | $2.4M | 554% | Dec 2024 |
|
| Archer Investment Management | 51k | $2.4M | -4% | Mar 2025 |
|
| Rockwood Wealth Management | 50k | $2.4M | -31% | Mar 2025 |
|
| Narus Financial Partners | 50k | $2.3M | 40% | Dec 2024 |
|
| Kestra Advisory Services | 47k | $2.2M | 5% | Dec 2024 |
|
| Aspire Private Capital | 46k | $2.2M | 7% | Dec 2024 |
|
| Solutions 4 Wealth | 46k | $2.2M | -7% | Dec 2024 |
|
| Strategic Investment Solutions | 46k | $2.2M | 14% | Dec 2024 |
|
| Arcadia Wealth Management | 46k | $2.2M | 5% | Dec 2024 |
|
| Sowell Financial Services | 44k | $2.1M | 1% | Mar 2025 |
|
| Pillar Financial Advisors | 44k | $2.1M | -21% | Mar 2025 |
|
| Claris Advisors, Llc / Mo / | 44k | $2.1M | 8% | Mar 2025 |
|
| Hutchens & Kramer Investment Management Group | 43k | $2.0M | -6% | Dec 2024 |
|
| XY Planning Network | 41k | $1.9M | 100% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Pioneer Wealth Management Group | Sep 2024 | 81k | $3.9M |