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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management | 2.0M | $96M | 17% | Dec 2023 |
|
| DiNuzzo Private Wealth | 2.0M | $94M | 100% | Dec 2023 |
|
| Market Street Wealth Management Advisors | 1.0M | $48M | 10% | Mar 2024 |
|
| Buckingham Asset Management | 935k | $44M | 454% | Dec 2023 |
|
| Assetmark | 838k | $39M | -2% | Dec 2023 |
|
| Apella Capital | 805k | $38M | 8% | Mar 2024 |
|
| Great Waters Wealth Management | 800k | $38M | 24% | Mar 2024 |
|
| Commonwealth Equity Services | 756k | $36M | 35% | Dec 2023 |
|
| Savant Capital Management | 633k | $30M | 57% | Dec 2023 |
|
| HighTower Advisors | 603k | $28M | 2987% | Dec 2023 |
|
| Buckingham Strategic Partners | 553k | $26M | 118% | Dec 2023 |
|
| Phillips Financial Management | 508k | $24M | 17% | Dec 2023 |
|
| Burney Co/ | 501k | $24M | -17% | Dec 2023 |
|
| RAM Investment Partners | 486k | $23M | 24% | Dec 2023 |
|
| Mattern Wealth Management | 485k | $23M | -17% | Dec 2023 |
|
| Jane Street | 440k | $21M | 90% | Dec 2023 |
|
| Grunden Financial Advisory | 431k | $20M | 100% | Dec 2023 |
|
| Rather & Kittrell | 422k | $20M | 15% | Dec 2023 |
|
| Warren Averett Asset Management | 413k | $19M | -21% | Dec 2023 |
|
| RFG Advisory | 413k | $19M | 5% | Mar 2024 |
|
| Rockwood Wealth Management | 297k | $14M | 7% | Dec 2023 |
|
| Bank of America Corporation | 295k | $14M | 62% | Dec 2023 |
|
| Onyx Financial Advisors | 282k | $13M | 15% | Mar 2024 |
|
| SJS Investment Consulting | 267k | $13M | -10% | Dec 2023 |
|
| Park Avenue Securities | 267k | $13M | 1% | Mar 2024 |
|
| Great Oak Capital Partners | 246k | $12M | 42% | Mar 2024 |
|
| Sax Wealth Advisors | 237k | $11M | 73% | Dec 2023 |
|
| Signature Resources Capital Management | 230k | $11M | -4% | Mar 2024 |
|
| Annapolis Financial Services | 229k | $11M | 2% | Dec 2023 |
|
| Vestmark Advisory Solutions | 225k | $11M | -48% | Dec 2023 |
|
| RCS Financial Planning | 225k | $11M | -15% | Dec 2023 |
|
| WPWealth | 212k | $10M | 2307% | Dec 2023 |
|
| Oceanside Advisors | 211k | $9.9M | 100% | Dec 2023 |
|
| Dynamic Advisors Solutions | 188k | $8.9M | 7% | Mar 2024 |
|
| Allegiance Financial Group Advisory Services | 179k | $8.4M | 12% | Dec 2023 |
|
| AE Wealth Management | 176k | $8.3M | 148% | Dec 2023 |
|
| Root Financial Partners | 174k | $8.2M | 32% | Dec 2023 |
|
| Concord Wealth Partners | 153k | $7.2M | 100% | Dec 2023 |
|
| Waypoint Capital Advisors | 145k | $6.8M | 31% | Dec 2023 |
|
| Ruedi Wealth Management | 144k | $6.8M | 75% | Dec 2023 |
|
| CI Private Wealth | 143k | $6.7M | 1157% | Dec 2023 |
|
| Tillman Hartley | 143k | $6.7M | 5% | Dec 2023 |
|
| Sequoia Financial Advisors | 138k | $6.5M | 9% | Dec 2023 |
|
| BCU Wealth Advisors | 135k | $6.3M | 100% | Dec 2023 |
|
| Peirce Capital Management | 133k | $6.3M | 100% | Dec 2023 |
|
| FinDec Wealth Services | 125k | $5.9M | 3% | Dec 2023 |
|
| Kooman & Associates | 125k | $5.9M | -5% | Dec 2023 |
|
| SC&H Financial Advisors | 123k | $5.8M | 39% | Dec 2023 |
|
| Tortoise Investment Management | 118k | $5.6M | -2% | Dec 2023 |
|
| Graves-Light Private Wealth Management | 114k | $5.4M | 1% | Dec 2023 |
|
| Hanson McClain Advisors | 112k | $5.2M | -14% | Dec 2023 |
|
| Heritage Investment Group | 110k | $5.2M | 5% | Dec 2023 |
|
| White Wing Wealth Management | 110k | $5.2M | 100% | Dec 2023 |
|
| Great Point Wealth Advisors | 110k | $5.2M | 16% | Dec 2023 |
|
| Pioneer Wealth Management Group | 109k | $5.1M | 100% | Mar 2024 |
|
| Pure Financial Advisors | 105k | $4.9M | 1% | Mar 2024 |
|
| Family Wealth Partners | 103k | $4.9M | 65% | Mar 2024 |
|
| Awm Capital | 97k | $4.6M | 1% | Dec 2023 |
|
| Wealth Enhancement Advisory Services | 96k | $4.5M | 14% | Mar 2024 |
|
| Bay Harbor Wealth Management | 86k | $4.0M | 45% | Dec 2023 |
|
| Straight Path Wealth Management | 86k | $4.0M | 9% | Dec 2023 |
|
| Chicago Partners Investment | 83k | $3.9M | 38% | Dec 2023 |
|
| CPA Asset Management | 81k | $3.8M | 47% | Dec 2023 |
|
| IFP Advisors | 81k | $3.8M | 155% | Dec 2023 |
|
| Mercer Global Advisors | 80k | $3.8M | 25% | Dec 2023 |
|
| Betterment | 78k | $3.6M | 24% | Dec 2023 |
|
| Gradient Capital Advisors | 76k | $3.6M | -3% | Dec 2023 |
|
| Henrickson Nauta Wealth Advisors | 69k | $3.3M | 5% | Mar 2024 |
|
| Orion Portfolio Solutions | 61k | $2.9M | -26% | Dec 2023 |
|
| Acorn Wealth Advisors | 58k | $2.7M | 11% | Dec 2023 |
|
| SageView Advisory Group | 58k | $2.7M | 0% | Dec 2023 |
|
| Branch Banking & Trust Company | 57k | $2.7M | -27% | Dec 2023 |
|
| Maryland Capital Advisors | 55k | $2.6M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 52k | $2.5M | 38% | Dec 2023 |
|
| Hutchens & Kramer Investment Management Group | 52k | $2.5M | 20% | Dec 2023 |
|
| Beacon Pointe Advisors | 51k | $2.4M | 45% | Dec 2023 |
|
| Shira Ridge Wealth Management | 49k | $2.3M | -5% | Dec 2023 |
|
| Planning Center | 49k | $2.3M | 0% | Dec 2023 |
|
| Private Advisor | 48k | $2.3M | 32% | Dec 2023 |
|
| Envestnet Portfolio Solutions | 48k | $2.2M | 100% | Dec 2023 |
|
| Apollon Wealth Management | 46k | $2.1M | 8% | Dec 2023 |
|
| Wealthsource Partners | 45k | $2.1M | 13% | Dec 2023 |
|
| Advisor Group Holdings | 44k | $2.1M | 108% | Dec 2023 |
|
| PFG Advisors | 41k | $1.9M | 16% | Dec 2023 |
|
| Lincoln National | 40k | $1.9M | 11% | Dec 2023 |
|
| Arcadia Wealth Management | 39k | $1.8M | 31% | Dec 2023 |
|
| EverSource Wealth Advisors | 38k | $1.8M | 7% | Dec 2023 |
|
| Cambridge Investment Research Advisors | 38k | $1.8M | -27% | Dec 2023 |
|
| Disciplined Investments | 37k | $1.7M | 26% | Mar 2024 |
|
| Applied Capital | 36k | $1.7M | -6% | Dec 2023 |
|
| Steward Partners Investment Advisory | 35k | $1.7M | 14% | Dec 2023 |
|
| Bridge Advisory | 35k | $1.7M | -13% | Mar 2024 |
|
| Meredith Wealth Planning | 33k | $1.6M | 41% | Dec 2023 |
|
| Foster Group | 33k | $1.5M | 0% | Mar 2024 |
|
| Pine Harbor Wealth Management | 29k | $1.4M | 100% | Dec 2023 |
|
| Five Oceans Advisors | 29k | $1.4M | 0% | Mar 2024 |
|
| Sutton Place Investors | 28k | $1.3M | 10% | Dec 2023 |
|
| Valley Forge Investment Consultants Inc Adv | 28k | $1.3M | 0% | Dec 2023 |
|
| Farther Finance Advisors | 28k | $1.3M | 2% | Dec 2023 |
|
| Pathstone Holdings | 27k | $1.3M | 100% | Dec 2023 |
|
| Safeguard Investment Advisory Group | 27k | $1.3M | 0% | Dec 2023 |
|
| Shore Point Advisors | 26k | $1.2M | 8% | Dec 2023 |
|
| TCP Asset Management | 26k | $1.2M | 2% | Dec 2023 |
|
| Parker Financial | 25k | $1.2M | 55% | Dec 2023 |
|
| Morris Financial Concepts | 24k | $1.1M | 2% | Dec 2023 |
|
| Quarry Hill Advisors | 23k | $1.1M | 8% | Dec 2023 |
|
| Elevate Wealth Advisory | 21k | $982k | 100% | Dec 2023 |
|
| PBMares Wealth Management | 21k | $971k | 75% | Dec 2023 |
|
| Kestra Advisory Services | 18k | $867k | 85% | Dec 2023 |
|
| American Investment Services | 18k | $847k | 97% | Dec 2023 |
|
| Townsquare Capital | 18k | $826k | 18% | Dec 2023 |
|
| Forthright Family Wealth Advisory | 15k | $694k | 100% | Dec 2023 |
|
| Atria Wealth Solutions | 15k | $680k | 0% | Dec 2023 |
|
| Jpmorgan Chase & Co | 14k | $655k | 6% | Dec 2023 |
|
| Firethorn Wealth Partners | 14k | $652k | -14% | Mar 2024 |
|
| Nwam | 14k | $639k | 22% | Dec 2023 |
|
| Spinnaker Investment Group | 12k | $579k | 15% | Dec 2023 |
|
| Keyes, Stange & Wooten Wealth Management | 12k | $579k | 100% | Dec 2023 |
|
| USAdvisors Wealth Management | 12k | $568k | -2% | Dec 2023 |
|
| Delap Wealth Advisory | 12k | $558k | 100% | Dec 2023 |
|
| Blossom Wealth Management | 12k | $557k | 5% | Dec 2023 |
|
| Drive Wealth Management | 11k | $532k | 0% | Dec 2023 |
|
| Modera Wealth Management | 11k | $532k | 0% | Dec 2023 |
|
| Glass Jacobson Investment Advisors | 11k | $518k | 85% | Dec 2023 |
|
| Raymond James Financial Services Advisors | 11k | $516k | 100% | Dec 2023 |
|
| Northwest Wealth Management | 11k | $505k | 63% | Dec 2023 |
|
| Axxcess Wealth Management | 11k | $499k | 100% | Dec 2023 |
|
| WMS Partners | 11k | $497k | 100% | Dec 2023 |
|
| Eclectic Associates | 10k | $490k | 100% | Dec 2023 |
|
| Austin Asset Management | 10k | $475k | -39% | Dec 2023 |
|
| BOS Asset Management | 10k | $469k | 6% | Dec 2023 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9.7k | $458k | 13% | Dec 2023 |
|
| Lam Group | 9.5k | $448k | 0% | Mar 2024 |
|
| Seaside Wealth Management | 8.8k | $416k | 2% | Dec 2023 |
|
| Geometric Wealth Advisors | 8.6k | $406k | 100% | Dec 2023 |
|
| Shearwater Capital | 8.6k | $403k | 0% | Mar 2024 |
|
| Collective Family Office | 8.5k | $402k | -38% | Mar 2024 |
|
| Great Valley Advisor Group | 8.4k | $396k | 2% | Dec 2023 |
|
| Claris Advisors, Llc / Mo / | 8.2k | $388k | 100% | Dec 2023 |
|
| Abel Hall | 7.8k | $368k | 100% | Dec 2023 |
|
| Kuehl Shepherd Kozlowski & Associates | 7.6k | $358k | 0% | Dec 2023 |
|
| Spire Wealth Management | 7.0k | $330k | 6% | Dec 2023 |
|
| Narus Financial Partners | 6.9k | $326k | 100% | Dec 2023 |
|
| BetterWealth | 6.9k | $326k | 100% | Dec 2023 |
|
| Dixon Fnancial Services | 6.9k | $323k | 43% | Mar 2024 |
|
| Security Financial Services | 6.8k | $321k | 16% | Mar 2024 |
|
| Kathleen S. Wright Associates | 6.7k | $314k | -2% | Dec 2023 |
|
| Deschutes Portfolio Strategy | 6.5k | $306k | 0% | Dec 2023 |
|
| WorthPointe | 6.4k | $299k | 8% | Dec 2023 |
|
| H D Vest Advisory Services | 6.0k | $284k | -2% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tanager Wealth Management | Sep 2023 | 41k | $1.9M |
| Wolff Wiese Magana | Sep 2023 | 25k | $1.2M |
| Citadel Advisors | Sep 2023 | 13k | $603k |