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 | 3.3M | $157M | 24% | Dec 2024 |
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| Savant Capital Management | 3.0M | $144M | 31% | Mar 2025 |
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| Buckingham Strategic Partners | 3.0M | $140M | 47% | Dec 2024 |
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| Resources Investment Advisors | 2.9M | $139M | 8% | Mar 2025 |
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| Apella Capital | 2.7M | $128M | 61% | Mar 2025 |
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| Beaird Harris Wealth Management | 2.6M | $122M | 4% | Dec 2024 |
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| Planning Center | 2.3M | $108M | 11% | Mar 2025 |
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| DiNuzzo Private Wealth | 2.0M | $93M | 0% | Mar 2025 |
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| HighTower Advisors | 1.7M | $80M | 4% | Dec 2024 |
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| Envestnet Asset Management | 1.5M | $70M | 5% | Mar 2025 |
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| Phillips Financial Management | 1.3M | $63M | 7% | Mar 2025 |
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| Assetmark | 1.3M | $62M | -1% | Dec 2024 |
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| Great Waters Wealth Management | 1.2M | $57M | -3% | Mar 2025 |
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| Market Street Wealth Management Advisors | 1.1M | $55M | 1% | Mar 2025 |
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| Root Financial Partners | 1.1M | $52M | 34% | Mar 2025 |
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| WPWealth | 1.0M | $49M | 6% | Dec 2024 |
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| Commonwealth Equity Services | 938k | $44M | 4% | Dec 2024 |
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| Altiora Financial Group | 927k | $44M | 19% | Mar 2025 |
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| Ruedi Wealth Management | 892k | $42M | 1% | Mar 2025 |
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| Rather & Kittrell | 857k | $40M | 17% | Dec 2024 |
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| Diversified Portfolios | 826k | $39M | 46% | Mar 2025 |
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| Elser Financial Planning | 710k | $33M | 100% | Dec 2024 |
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| RAM Investment Partners | 692k | $33M | 7% | Mar 2025 |
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| Mattern Wealth Management | 580k | $28M | 4% | Mar 2025 |
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| Hemington Wealth Management | 558k | $27M | 132% | Mar 2025 |
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| Curio Wealth | 549k | $26M | 100% | Dec 2024 |
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| Hippocratic Financial Advisors | 525k | $25M | 100% | Mar 2025 |
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| Sterling Wealth Advisors | 509k | $24M | 100% | Dec 2024 |
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| Keyes, Stange & Wooten Wealth Management | 508k | $24M | 8% | Mar 2025 |
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| Grunden Financial Advisory | 499k | $24M | 3% | Mar 2025 |
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| Park Avenue Securities | 454k | $22M | 3% | Mar 2025 |
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| Great Oak Capital Partners | 448k | $21M | 22% | Dec 2024 |
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| Valued Wealth Advisors | 430k | $20M | 4% | Mar 2025 |
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| Sax Wealth Advisors | 429k | $20M | -22% | Dec 2024 |
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| McIlrath & Eck | 411k | $19M | 74% | Dec 2024 |
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| Bank of America Corporation | 400k | $19M | 24% | Dec 2024 |
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| Jackson Thornton Asset Management | 394k | $19M | 3% | Mar 2025 |
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| Legacy Financial Group | 391k | $19M | 3% | Mar 2025 |
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| SageOak Financial | 378k | $18M | 100% | Mar 2025 |
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| Verisail Partners | 369k | $18M | 2% | Mar 2025 |
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| SJS Investment Consulting | 361k | $17M | 3% | Mar 2025 |
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| Allegiance Financial Group Advisory Services | 352k | $17M | 12% | Mar 2025 |
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| Northwest Wealth Management | 349k | $17M | 23% | Mar 2025 |
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| Onyx Financial Advisors | 349k | $17M | 6% | Mar 2025 |
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| David Wealth Management | 349k | $17M | -1% | Mar 2025 |
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| Signature Resources Capital Management | 333k | $16M | 8% | Mar 2025 |
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| Vestment Financial | 331k | $16M | 100% | Mar 2025 |
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| Warren Averett Asset Management | 307k | $14M | -4% | Dec 2024 |
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| Integrated Wealth Concepts | 292k | $14M | 30% | Dec 2024 |
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| Client 1st Advisory Group | 292k | $14M | 7% | Dec 2024 |
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| Hanson McClain Advisors | 284k | $14M | 8% | Mar 2025 |
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| Tillman Hartley | 276k | $13M | 32% | Mar 2025 |
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| BCO Wealth Management | 276k | $13M | 100% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 274k | $13M | 26% | Dec 2024 |
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| BCU Wealth Advisors | 272k | $13M | 4% | Mar 2025 |
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| Renaissance Technologies | 270k | $13M | -31% | Dec 2024 |
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| SC&H Financial Advisors | 268k | $13M | 5% | Mar 2025 |
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| IFP Advisors | 267k | $13M | -11% | Mar 2025 |
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| Vestmark Advisory Solutions | 264k | $12M | 0% | Dec 2024 |
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| Pacific Asset Management | 258k | $12M | 100% | Mar 2025 |
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| LPL Financial | 257k | $12M | 10% | Mar 2025 |
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| Oceanside Advisors | 257k | $12M | 8% | Mar 2025 |
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| One Degree Advisors | 252k | $12M | 3% | Dec 2024 |
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| Clune & Associates | 245k | $12M | 11% | Mar 2025 |
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| Dynamic Advisors Solutions | 239k | $11M | 1% | Mar 2025 |
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| Dravo Bay | 216k | $10M | -4% | Mar 2025 |
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| Betterment | 212k | $9.9M | 4% | Dec 2024 |
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| Farther Finance Advisors | 208k | $9.9M | 109% | Mar 2025 |
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| Gradient Capital Advisors | 208k | $9.9M | 11% | Mar 2025 |
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| Wheelhouse Advisory Group | 204k | $9.7M | 82% | Mar 2025 |
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| Pine Harbor Wealth Management | 192k | $9.0M | 70% | Dec 2024 |
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| Yardley Wealth Management | 185k | $8.8M | -10% | Mar 2025 |
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| RCS Financial Planning | 185k | $8.8M | 1% | Mar 2025 |
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| Shira Ridge Wealth Management | 177k | $8.4M | -2% | Mar 2025 |
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| FinDec Wealth Services | 173k | $8.1M | -7% | Dec 2024 |
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| Peirce Capital Management | 173k | $8.2M | -7% | Mar 2025 |
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| Passive Capital Management | 170k | $8.1M | 50% | Mar 2025 |
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| Mercer Global Advisors | 170k | $8.0M | 557% | Dec 2024 |
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| Bay Harbor Wealth Management | 170k | $8.0M | 13% | Dec 2024 |
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| Steward Partners Investment Advisory | 170k | $8.0M | 23% | Dec 2024 |
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| Studio Investment Management | 169k | $7.9M | 100% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 167k | $7.9M | 0% | Mar 2025 |
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| Concord Wealth Partners | 165k | $7.8M | 7% | Mar 2025 |
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| von Borstel & Associates | 161k | $7.7M | 30% | Mar 2025 |
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| CFS Investment Advisory Services | 159k | $7.4M | 2% | Dec 2024 |
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| Brady Martz Wealth Solutions | 156k | $7.4M | 77% | Mar 2025 |
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| CPA Asset Management | 155k | $7.2M | 17% | Dec 2024 |
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| Sterling Wealth Management | 152k | $7.1M | 15% | Dec 2024 |
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| Tru Independence Asset Management 2 | 150k | $7.1M | -13% | Mar 2025 |
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| Chicago Partners Investment | 149k | $7.1M | 10% | Mar 2025 |
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| Royal Bank of Canada | 148k | $6.9M | 41% | Dec 2024 |
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| CI Private Wealth | 147k | $6.9M | 2% | Dec 2024 |
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| Pure Financial Advisors | 145k | $6.9M | 1% | Mar 2025 |
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| Tortoise Investment Management | 145k | $6.8M | -25% | Dec 2024 |
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| AssuredPartners Investment Advisors | 145k | $6.9M | 100% | Mar 2025 |
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| Awm Capital | 144k | $6.8M | 0% | Mar 2025 |
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| City State Bank | 144k | $6.8M | 31% | Mar 2025 |
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| Family Wealth Partners | 141k | $6.6M | 21% | Dec 2024 |
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| Heritage Investment Group | 141k | $6.7M | 0% | Mar 2025 |
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| Friday Financial | 135k | $6.4M | 18% | Mar 2025 |
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| Branch Banking & Trust Company | 134k | $6.4M | 8% | Mar 2025 |
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| Eclectic Associates | 133k | $6.3M | 92% | Mar 2025 |
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| Nova R Wealth | 132k | $6.3M | 515% | Mar 2025 |
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| Citadel Advisors | 128k | $6.0M | 100% | Dec 2024 |
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| Vantage Point Financial | 128k | $6.1M | 9% | Mar 2025 |
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| Burney Co/ | 126k | $5.9M | -16% | Dec 2024 |
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| Kooman & Associates | 125k | $5.9M | -4% | Mar 2025 |
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| Parker Financial | 121k | $5.7M | 9% | Mar 2025 |
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| Simplicity Wealth | 116k | $5.5M | 379% | Mar 2025 |
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| Disciplined Investments | 110k | $5.2M | 5% | Mar 2025 |
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| Lakeridge Wealth Management | 110k | $5.2M | 3% | Mar 2025 |
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| Squire Investment Management Company | 107k | $5.1M | 11% | Mar 2025 |
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| Cornerstone Management | 106k | $4.9M | 100% | Dec 2024 |
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| Beta Wealth | 100k | $4.7M | 9% | Dec 2024 |
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| Fmb Wealth Management | 98k | $4.7M | 35% | Mar 2025 |
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| RFG Advisory | 97k | $4.6M | -80% | Mar 2025 |
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| White Wing Wealth Management | 95k | $4.5M | -29% | Mar 2025 |
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| Essential Planning | 95k | $4.5M | -98% | Mar 2025 |
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| Private Advisor | 92k | $4.4M | 9% | Mar 2025 |
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| Graves-Light Private Wealth Management | 86k | $4.1M | 3% | Mar 2025 |
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| Babb Wealth Advisors | 85k | $4.0M | 100% | Dec 2024 |
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| Change Path | 85k | $4.0M | 24% | Dec 2024 |
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| Diversify Wealth Management | 84k | $4.0M | -5% | Mar 2025 |
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| Keystone Financial Group | 81k | $3.8M | 19% | Mar 2025 |
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| Cambridge Investment Research Advisors | 81k | $3.8M | 13% | Mar 2025 |
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| Envestnet Portfolio Solutions | 80k | $3.8M | 1% | Mar 2025 |
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| Parkworth Wealth Management | 80k | $3.8M | 5% | Mar 2025 |
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| SwitchPoint Financial Planning | 76k | $3.6M | 100% | Mar 2025 |
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| Delap Wealth Advisory | 75k | $3.6M | 13% | Mar 2025 |
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| Henrickson Nauta Wealth Advisors | 75k | $3.5M | 2% | Mar 2025 |
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| Acorn Wealth Advisors | 74k | $3.5M | 32% | Mar 2025 |
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| PrairieView Partners | 70k | $3.3M | 238% | Mar 2025 |
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| Orion Portfolio Solutions | 70k | $3.3M | 37% | Dec 2024 |
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| Arcadia Wealth Management | 67k | $3.1M | 100% | Dec 2024 |
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| Advisor Group Holdings | 66k | $3.1M | -1% | Dec 2024 |
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| SageView Advisory Group | 63k | $2.9M | 2% | Dec 2024 |
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| Beacon Pointe Advisors | 63k | $2.9M | 11% | Dec 2024 |
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| Meredith Wealth Planning | 61k | $2.9M | 9% | Mar 2025 |
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| Apollon Wealth Management | 60k | $2.8M | -3% | Mar 2025 |
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| Mml Investors Services | 60k | $2.8M | 14% | Dec 2024 |
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| Vermillion & White Wealth Management Group | 59k | $2.8M | 6% | Dec 2024 |
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| Foundation Wealth Management | 58k | $2.8M | 100% | Mar 2025 |
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| TCI Wealth Advisors | 56k | $2.7M | 11% | Mar 2025 |
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| Narus Financial Partners | 56k | $2.7M | 13% | Mar 2025 |
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| Maryland Capital Advisors | 54k | $2.6M | 0% | Mar 2025 |
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| Five Oceans Advisors | 53k | $2.5M | -6% | Mar 2025 |
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| Aspire Private Capital | 53k | $2.5M | 14% | Mar 2025 |
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| Archer Investment Management | 51k | $2.4M | -4% | Mar 2025 |
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| Rockwood Wealth Management | 50k | $2.4M | -31% | Mar 2025 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 50k | $2.4M | 35% | Mar 2025 |
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| Pillar Financial Advisors | 44k | $2.1M | -21% | Mar 2025 |
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| Wolfstich Capital | 3.3k | $11M | -99% | Mar 2025 |
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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 |