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 |
|---|---|---|---|---|---|
| Assetmark | 1.2M | $55M | -2% | Mar 2023 |
|
| Burney Co/ | 550k | $26M | 100% | Mar 2023 |
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| Commonwealth Equity Services | 531k | $25M | 55% | Mar 2023 |
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| Triad Financial Advisors | 502k | $23M | 4% | Mar 2023 |
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| Envestnet Asset Management | 481k | $23M | 9% | Mar 2023 |
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| Great Waters Wealth Management | 438k | $20M | 34% | Mar 2023 |
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| RFG Advisory | 389k | $18M | 8% | Mar 2023 |
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| Park Avenue Securities | 358k | $17M | -1% | Mar 2023 |
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| Chicago Partners Investment | 341k | $16M | -36% | Mar 2023 |
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| Multi-Financial Securities | 337k | $16M | 2% | Dec 2022 |
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| Mattern Wealth Management | 336k | $16M | 1752% | Mar 2023 |
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| SJS Investment Consulting | 321k | $15M | 13% | Mar 2023 |
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| RCS Financial Planning | 307k | $14M | 6% | Mar 2023 |
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| Phillips Financial Management | 301k | $14M | 3% | Mar 2023 |
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| Rather & Kittrell | 263k | $12M | 37% | Mar 2023 |
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| Savant Capital Management | 251k | $12M | 75% | Mar 2023 |
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| Vestmark Advisory Solutions | 244k | $11M | 100% | Mar 2023 |
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| Legacy Financial Group | 229k | $11M | 68% | Mar 2023 |
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| Hanson McClain Advisors | 183k | $8.5M | -27% | Mar 2023 |
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| Annapolis Financial Services | 182k | $8.5M | 1% | Mar 2023 |
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| Onyx Financial Advisors | 175k | $8.1M | 15% | Mar 2023 |
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| Tanager Wealth Management | 170k | $7.9M | -22% | Mar 2023 |
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| Jane Street | 153k | $7.1M | 295% | Mar 2023 |
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| CFS Investment Advisory Services | 149k | $7.0M | 2% | Mar 2023 |
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| LPL Financial | 146k | $6.8M | 619% | Mar 2023 |
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| Graves-Light Private Wealth Management | 141k | $6.5M | 100% | Dec 2022 |
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| Kooman & Associates | 140k | $6.5M | 1% | Mar 2023 |
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| Tillman Hartley | 129k | $6.0M | 3% | Mar 2023 |
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| Sequoia Financial Advisors | 118k | $5.5M | 100% | Mar 2023 |
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| Advisor Group Holdings | 117k | $5.5M | 24% | Mar 2023 |
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| FinDec Wealth Services | 112k | $5.2M | 13% | Mar 2023 |
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| Strategic Investment Solutions | 93k | $4.4M | 100% | Dec 2022 |
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| Allegiance Financial Group Advisory Services | 86k | $4.0M | 112% | Mar 2023 |
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| Tortoise Investment Management | 83k | $3.9M | -8% | Mar 2023 |
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| Waypoint Capital Advisors | 82k | $3.8M | 1% | Mar 2023 |
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| Root Financial Partners | 82k | $3.8M | 100% | Mar 2023 |
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| Old Mission Capital | 79k | $3.6M | 396% | Dec 2022 |
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| Awm Capital | 70k | $3.2M | 2% | Dec 2022 |
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| Great Point Wealth Advisors | 70k | $3.3M | 8% | Mar 2023 |
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| Gradient Capital Advisors | 69k | $3.2M | 6% | Mar 2023 |
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| CI Private Wealth | 68k | $3.2M | 114% | Mar 2023 |
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| Shira Ridge Wealth Management | 66k | $3.1M | -18% | Mar 2023 |
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| Market Street Wealth Management Advisors | 63k | $2.9M | -6% | Mar 2023 |
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| Straight Path Wealth Management | 59k | $2.8M | 14% | Mar 2023 |
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| Maryland Capital Advisors | 58k | $2.7M | 0% | Mar 2023 |
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| SageView Advisory Group | 57k | $2.6M | 2% | Mar 2023 |
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| Buckingham Asset Management | 54k | $2.5M | 0% | Mar 2023 |
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| Atria Wealth Solutions | 54k | $2.5M | 15% | Mar 2023 |
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| Bridge Advisory | 53k | $2.5M | 10% | Mar 2023 |
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| Dynamic Advisors Solutions | 53k | $2.5M | 217% | Mar 2023 |
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| Ruedi Wealth Management | 52k | $2.4M | 3% | Mar 2023 |
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| Royal Bank of Canada | 51k | $2.3M | 31% | Dec 2022 |
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| Branch Banking & Trust Company | 49k | $2.3M | 100% | Mar 2023 |
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| Sax Wealth Advisors | 48k | $2.3M | 26% | Mar 2023 |
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| SC&H Financial Advisors | 48k | $2.2M | 27% | Mar 2023 |
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| Cambridge Investment Research Advisors | 45k | $2.1M | 110% | Mar 2023 |
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| Silicon Hills Wealth Management | 44k | $2.0M | 6% | Dec 2022 |
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| AE Wealth Management | 43k | $2.0M | -3% | Mar 2023 |
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| Acorn Wealth Advisors | 41k | $1.9M | -3% | Mar 2023 |
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| Samalin Investment Counsel | 41k | $1.9M | 17% | Mar 2023 |
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| Essential Planning | 40k | $1.9M | 100% | Mar 2023 |
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| Bank of America Corporation | 39k | $1.8M | 11739% | Mar 2023 |
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| Integrated Wealth Concepts | 39k | $1.8M | 65% | Mar 2023 |
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| Applied Capital | 38k | $1.8M | -2% | Mar 2023 |
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| Wealthsource Partners | 38k | $1.8M | 2% | Mar 2023 |
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| CPA Asset Management | 38k | $1.8M | -2% | Mar 2023 |
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| Five Oceans Advisors | 36k | $1.7M | 21% | Mar 2023 |
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| Henrickson Nauta Wealth Advisors | 35k | $1.6M | 4% | Mar 2023 |
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| Hutchens & Kramer Investment Management Group | 35k | $1.6M | 100% | Mar 2023 |
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| FirstPurpose Wealth | 34k | $1.6M | 29% | Mar 2023 |
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| Foster Group | 33k | $1.5M | -16% | Mar 2023 |
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| PFG Advisors | 32k | $1.5M | 302% | Mar 2023 |
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| Bay Harbor Wealth Management | 28k | $1.3M | 1278% | Mar 2023 |
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| HighTower Advisors | 26k | $1.2M | 100% | Mar 2023 |
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| LVZ Advisors | 24k | $1.1M | 9% | Mar 2023 |
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| Francis Financial | 23k | $1.1M | 22% | Mar 2023 |
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| Wolff Wiese Magana | 23k | $1.1M | -9% | Mar 2023 |
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| Index Fund Advisors | 23k | $1.0M | 11% | Mar 2023 |
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| TCP Asset Management | 22k | $1.0M | -78% | Mar 2023 |
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| Private Advisor | 22k | $1.0M | 100% | Mar 2023 |
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| Shore Point Advisors | 22k | $1.0M | 147% | Mar 2023 |
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| Morris Financial Concepts | 20k | $918k | 25% | Mar 2023 |
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| Renaissance Technologies | 19k | $896k | 20% | Mar 2023 |
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| Buckingham Strategic Partners | 18k | $857k | 100% | Mar 2023 |
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| Austin Asset Management | 17k | $775k | 121% | Mar 2023 |
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| EverSource Wealth Advisors | 16k | $727k | 12% | Mar 2023 |
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| Meredith Wealth Planning | 15k | $719k | 100% | Mar 2023 |
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| Firethorn Wealth Partners | 15k | $701k | 22% | Mar 2023 |
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| Apollon Wealth Management | 15k | $700k | 114% | Mar 2023 |
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| Orion Capital Management | 14k | $645k | 12% | Mar 2023 |
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| Quarry Hill Advisors | 14k | $643k | 49% | Mar 2023 |
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| Lincoln National | 14k | $641k | 100% | Mar 2023 |
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| Baldrige Asset Management | 12k | $573k | 1% | Mar 2023 |
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| WorthPointe | 12k | $545k | 9% | Mar 2023 |
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| Safeguard Investment Advisory Group | 12k | $537k | 100% | Mar 2023 |
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| Kuehl Shepherd Kozlowski & Associates | 12k | $538k | 100% | Mar 2023 |
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| Shearwater Capital | 11k | $533k | 0% | Mar 2023 |
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| Drive Wealth Management | 11k | $528k | -50% | Mar 2023 |
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| IHT Wealth Management | 11k | $515k | -5% | Mar 2023 |
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| Pathstone Family Office | 11k | $508k | 0% | Mar 2023 |
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| Goss Wealth Management | 11k | $492k | 75% | Mar 2023 |
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| PBMares Wealth Management | 11k | $492k | 6% | Mar 2023 |
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| Spinnaker Investment Group | 10k | $486k | 0% | Mar 2023 |
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| USAdvisors Wealth Management | 10k | $479k | 14% | Mar 2023 |
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| Nwam | 10k | $477k | 20% | Mar 2023 |
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| Collective Family Office | 10k | $470k | 17% | Mar 2023 |
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| Rehmann Capital Advisory | 9.1k | $423k | 0% | Mar 2023 |
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| Laurel Wealth Advisors | 9.0k | $416k | 100% | Dec 2022 |
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| Orion Portfolio Solutions | 9.0k | $415k | -9% | Dec 2022 |
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| Betterment | 8.9k | $411k | 100% | Dec 2022 |
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| Blossom Wealth Management | 8.9k | $415k | 12% | Mar 2023 |
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| Seaside Wealth Management | 8.6k | $402k | 3% | Mar 2023 |
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| H D Vest Advisory Services | 8.4k | $392k | -2% | Mar 2023 |
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| Grey Street Capital | 8.4k | $392k | 100% | Mar 2023 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.6k | $355k | -2% | Mar 2023 |
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| Krilogy Financial | 7.4k | $345k | 100% | Mar 2023 |
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| Affinity Capital Advisors | 7.4k | $344k | -35% | Mar 2023 |
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| Pure Financial Advisors | 7.1k | $333k | 0% | Mar 2023 |
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| Intrepid Financial Planning Group | 6.8k | $315k | 0% | Mar 2023 |
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| Deschutes Portfolio Strategy | 6.5k | $303k | 100% | Mar 2023 |
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| Mendota Financial Group | 6.2k | $297k | 60% | Mar 2023 |
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| Mutual Advisors | 6.2k | $288k | 14% | Mar 2023 |
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| Beacon Pointe Advisors | 6.2k | $287k | 100% | Mar 2023 |
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| Investment Advisory Group | 6.1k | $284k | 0% | Mar 2023 |
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| Kestra Advisory Services | 5.9k | $274k | 1% | Mar 2023 |
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| Selective Wealth Management | 5.4k | $253k | 0% | Dec 2022 |
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| Spire Wealth Management | 5.3k | $250k | 199% | Mar 2023 |
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| IFP Advisors | 5.2k | $261k | -23% | Mar 2023 |
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| Lam Group | 5.0k | $235k | 16% | Mar 2023 |
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| Helen Stephens Group | 5.0k | $234k | 3% | Mar 2023 |
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| Great Valley Advisor Group | 5.0k | $233k | 0% | Mar 2023 |
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| B&D White Capital Company | 5.0k | $232k | -2% | Mar 2023 |
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| Geometric Wealth Advisors | 4.9k | $227k | -27% | Mar 2023 |
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| Global Trust Asset Management | 4.4k | $205k | 0% | Mar 2023 |
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| Cardiff Park Advisors | 3.4k | $158k | 100% | Dec 2022 |
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| Emerald Investment Partners | 2.4k | $113k | 100% | Mar 2023 |
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| Disciplined Investments | 2.2k | $103k | 25% | Mar 2023 |
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| Beaird Harris Wealth Management | 2.0k | $95k | 100% | Mar 2023 |
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| 25 | 1.8k | $85k | 100% | Mar 2023 |
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| AdvisorNet Financial | 1.2k | $56k | -51% | Mar 2023 |
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| UBS Group | 668.00 | $31k | 100% | Mar 2023 |
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| Glass Jacobson Investment Advisors | 586.00 | $27k | 100% | Dec 2022 |
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| C.M. Bidwell & Associates | 125.00 | $5.8k | 0% | Mar 2023 |
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| Gradient Investments | 99.00 | $4.6k | 100% | Mar 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Dec 2022 | 46k | $2.1M |
| Sutton Place Investors | Sep 2022 | 21k | $968k |
| Beta Wealth | Dec 2022 | 16k | $738k |
| Elwood & Goetz Wealth Advisory Group | Dec 2022 | 5.3k | $242k |
| Flagstone Financial Management | Dec 2022 | 4.5k | $208k |
| Wescott Financial Advisory Group | Dec 2022 | 4.4k | $201k |
| Coppell Advisory Solutions Corp. | Dec 2022 | 913.00 | $42k |
| Coppell Advisory Solutions | Dec 2022 | 913.00 | $42k |