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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management | 2.2M | $106M | 10% | Mar 2024 |
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| DiNuzzo Private Wealth | 1.9M | $92M | -3% | Mar 2024 |
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| Resources Investment Advisors | 1.8M | $83M | 100% | Mar 2024 |
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| HighTower Advisors | 1.6M | $74M | 162% | Mar 2024 |
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| Buckingham Asset Management | 1.6M | $74M | 69% | Mar 2024 |
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| Jane Street | 1.1M | $53M | 155% | Mar 2024 |
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| Envestnet Asset Management | 1.1M | $50M | 100% | Mar 2024 |
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| Apella Capital | 1.0M | $49M | 29% | Jun 2024 |
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| Market Street Wealth Management Advisors | 1.0M | $48M | 10% | Mar 2024 |
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| Great Waters Wealth Management | 957k | $45M | 20% | Jun 2024 |
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| Savant Capital Management | 904k | $43M | 43% | Mar 2024 |
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| Commonwealth Equity Services | 851k | $40M | 13% | Mar 2024 |
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| Assetmark | 810k | $38M | -3% | Mar 2024 |
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| WPWealth | 809k | $38M | 281% | Mar 2024 |
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| Phillips Financial Management | 624k | $29M | 23% | Mar 2024 |
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| Rather & Kittrell | 551k | $26M | 30% | Mar 2024 |
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| Sax Wealth Advisors | 526k | $25M | 36% | Jun 2024 |
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| Mattern Wealth Management | 514k | $24M | 0% | Jun 2024 |
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| RAM Investment Partners | 507k | $24M | 4% | Mar 2024 |
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| Grunden Financial Advisory | 440k | $21M | 2% | Mar 2024 |
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| RFG Advisory | 440k | $21M | 7% | Jun 2024 |
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| Park Avenue Securities | 435k | $20M | 63% | Jun 2024 |
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| Burney Co/ | 398k | $19M | -21% | Mar 2024 |
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| Warren Averett Asset Management | 384k | $18M | -7% | Mar 2024 |
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| Ruedi Wealth Management | 366k | $17M | 55% | Jun 2024 |
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| Valued Wealth Advisors | 349k | $16M | 7% | Jun 2024 |
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| Rockwood Wealth Management | 338k | $16M | 14% | Mar 2024 |
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| SJS Investment Consulting | 319k | $15M | 8% | Jun 2024 |
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| Legacy Financial Group | 317k | $15M | 100% | Mar 2024 |
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| Onyx Financial Advisors | 306k | $14M | 9% | Jun 2024 |
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| Keyes, Stange & Wooten Wealth Management | 279k | $13M | 43% | Jun 2024 |
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| Signature Resources Capital Management | 271k | $13M | 18% | Jun 2024 |
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| RCS Financial Planning | 259k | $12M | 7% | Jun 2024 |
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| Root Financial Partners | 259k | $12M | 49% | Mar 2024 |
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| Allegiance Financial Group Advisory Services | 259k | $12M | 20% | Jun 2024 |
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| Great Oak Capital Partners | 246k | $12M | 42% | Mar 2024 |
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| Vestmark Advisory Solutions | 229k | $11M | 2% | Mar 2024 |
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| Buckingham Strategic Partners | 227k | $11M | -59% | Mar 2024 |
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| Oceanside Advisors | 224k | $11M | 8% | Jun 2024 |
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| Client 1st Advisory Group | 223k | $11M | 100% | Mar 2024 |
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| Dynamic Advisors Solutions | 219k | $10M | 16% | Jun 2024 |
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| LPL Financial | 188k | $8.8M | 100% | Mar 2024 |
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| Peirce Capital Management | 178k | $8.4M | 8% | Jun 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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| Bank of America Corporation | 164k | $7.7M | -45% | Mar 2024 |
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| BCU Wealth Advisors | 163k | $7.7M | 21% | Mar 2024 |
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| Betterment | 160k | $7.5M | 107% | Mar 2024 |
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| Concord Wealth Partners | 160k | $7.5M | 5% | Mar 2024 |
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| Tortoise Investment Management | 156k | $7.3M | 32% | Mar 2024 |
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| CFS Investment Advisory Services | 154k | $7.2M | -4% | Mar 2024 |
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| CI Private Wealth | 147k | $6.9M | 2% | Mar 2024 |
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| Pure Financial Advisors | 144k | $6.8M | 37% | Jun 2024 |
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| Tillman Hartley | 144k | $6.8M | 0% | Mar 2024 |
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| Hanson McClain Advisors | 136k | $6.4M | 24% | Jun 2024 |
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| Renaissance Technologies | 135k | $6.3M | 69% | Mar 2024 |
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| Goss Wealth Management | 132k | $6.2M | 100% | Mar 2024 |
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| SC&H Financial Advisors | 132k | $6.2M | 8% | Mar 2024 |
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| Kooman & Associates | 128k | $6.0M | 3% | Mar 2024 |
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| Waypoint Capital Advisors | 127k | $5.9M | -12% | Jun 2024 |
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| Heritage Investment Group | 123k | $5.8M | 5% | Jun 2024 |
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| Bay Harbor Wealth Management | 122k | $5.7M | 23% | Jun 2024 |
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| White Wing Wealth Management | 120k | $5.7M | 9% | Mar 2024 |
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| Gradient Capital Advisors | 119k | $5.6M | 30% | Jun 2024 |
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| Family Wealth Partners | 118k | $5.6M | 14% | Jun 2024 |
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| Graves-Light Private Wealth Management | 113k | $5.3M | -1% | Mar 2024 |
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| CPA Asset Management | 110k | $5.2M | 16% | Jun 2024 |
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| Pioneer Wealth Management Group | 106k | $5.0M | -3% | Jun 2024 |
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| Awm Capital | 103k | $4.9M | 6% | Mar 2024 |
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| Chicago Partners Investment | 100k | $4.7M | 21% | Mar 2024 |
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| Straight Path Wealth Management | 97k | $4.6M | 14% | Mar 2024 |
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| FirstPurpose Wealth | 95k | $4.4M | 10% | Mar 2024 |
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| Beta Wealth | 85k | $4.0M | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 80k | $3.7M | 68% | Jun 2024 |
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| Lakeridge Wealth Management | 72k | $3.4M | 100% | Mar 2024 |
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| Branch Banking & Trust Company | 71k | $3.3M | 24% | Mar 2024 |
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| Steward Partners Investment Advisory | 71k | $3.3M | 100% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 69k | $3.3M | 5% | Mar 2024 |
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| Old Mission Capital | 67k | $3.1M | 100% | Mar 2024 |
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| Acorn Wealth Advisors | 67k | $3.1M | 15% | Mar 2024 |
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| LifePro Asset Management | 66k | $3.1M | 19% | Jun 2024 |
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| Apollon Wealth Management | 64k | $3.0M | 10% | Jun 2024 |
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| Mercer Global Advisors | 63k | $3.0M | -21% | Mar 2024 |
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| Private Advisor | 61k | $2.9M | 27% | Mar 2024 |
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| Royal Bank of Canada | 59k | $2.8M | 13% | Mar 2024 |
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| SageView Advisory Group | 59k | $2.8M | 1% | Mar 2024 |
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| Hemington Wealth Management | 58k | $2.7M | 100% | Mar 2024 |
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| Northwest Wealth Management | 56k | $2.6M | 416% | Mar 2024 |
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| Meredith Wealth Planning | 55k | $2.6M | 34% | Jun 2024 |
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| Bridge Advisory | 55k | $2.6M | 56% | Jun 2024 |
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| Maryland Capital Advisors | 55k | $2.6M | 0% | Jun 2024 |
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| Hutchens & Kramer Investment Management Group | 54k | $2.5M | 5% | Jun 2024 |
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| Integrated Wealth Concepts | 53k | $2.5M | 100% | Mar 2024 |
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| Essential Planning | 53k | $2.5M | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 52k | $2.5M | 3% | Mar 2024 |
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| Pine Harbor Wealth Management | 50k | $2.4M | 72% | Mar 2024 |
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| Planning Center | 49k | $2.3M | 0% | Mar 2024 |
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| Shira Ridge Wealth Management | 49k | $2.3M | 5% | Jun 2024 |
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| CWM | 46k | $2.1M | 7819% | Jun 2024 |
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| Mml Investors Services | 44k | $2.1M | 285% | Mar 2024 |
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| Cambridge Investment Research Advisors | 43k | $2.0M | 15% | Mar 2024 |
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| Farther Finance Advisors | 43k | $2.0M | 52% | Mar 2024 |
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| Arcadia Wealth Management | 42k | $2.0M | 6% | Mar 2024 |
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| PFG Advisors | 41k | $1.9M | 0% | Mar 2024 |
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| Orion Portfolio Solutions | 41k | $1.9M | -33% | Mar 2024 |
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| Diversified Portfolios | 39k | $1.8M | 100% | Jun 2024 |
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| Sutton Place Investors | 38k | $1.8M | -2% | Jun 2024 |
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| Disciplined Investments | 37k | $1.7M | 26% | Mar 2024 |
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| Parker Financial | 36k | $1.7M | 46% | Mar 2024 |
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| Citadel Advisors | 34k | $1.6M | 100% | Mar 2024 |
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| Applied Capital | 34k | $1.6M | -5% | Mar 2024 |
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| Shore Point Advisors | 34k | $1.6M | 16% | Jun 2024 |
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| Foster Group | 33k | $1.5M | 0% | Mar 2024 |
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| Flow Traders US | 33k | $1.5M | 100% | Mar 2024 |
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| Great Valley Advisor Group | 32k | $1.5M | 280% | Jun 2024 |
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| Samalin Investment Counsel | 31k | $1.4M | 100% | Mar 2024 |
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| Pathstone Holdings | 30k | $1.4M | 10% | Mar 2024 |
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| Safeguard Investment Advisory Group | 30k | $1.4M | 10% | Mar 2024 |
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| TCP Asset Management | 29k | $1.4M | 3% | Jun 2024 |
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| Five Oceans Advisors | 27k | $1.3M | -5% | Jun 2024 |
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| PBMares Wealth Management | 27k | $1.3M | 1% | Jun 2024 |
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| BOS Asset Management | 27k | $1.2M | 166% | Mar 2024 |
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| City State Bank | 26k | $1.2M | 426% | Jun 2024 |
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| Delap Wealth Advisory | 26k | $1.2M | 121% | Mar 2024 |
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| EverSource Wealth Advisors | 26k | $1.2M | -34% | Mar 2024 |
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| Morris Financial Concepts | 25k | $1.2M | 5% | Mar 2024 |
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| Simplicity Wealth | 25k | $1.2M | 11% | Jun 2024 |
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| Annapolis Financial Services | 24k | $1.1M | -5% | Jun 2024 |
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| American Investment Services | 24k | $1.1M | 34% | Mar 2024 |
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| Narus Financial Partners | 24k | $1.1M | 20% | Jun 2024 |
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| Quarry Hill Advisors | 24k | $1.1M | 3% | Mar 2024 |
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| Kestra Advisory Services | 23k | $1.1M | 22% | Mar 2024 |
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| Index Fund Advisors | 22k | $1.0M | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 21k | $986k | 50% | Mar 2024 |
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| Raymond James Financial Services Advisors | 21k | $980k | 22% | Jun 2024 |
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| Cetera Investment Advisers | 20k | $950k | 100% | Mar 2024 |
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| Elevate Wealth Advisory | 20k | $917k | -7% | Mar 2024 |
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| USAdvisors Wealth Management | 18k | $866k | 52% | Mar 2024 |
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| Atria Wealth Solutions | 18k | $850k | 30% | Jun 2024 |
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| Aspire Private Capital | 18k | $835k | 222% | Jun 2024 |
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| Forthright Family Wealth Advisory | 17k | $819k | 18% | Mar 2024 |
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| Change Path | 16k | $748k | 100% | Mar 2024 |
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| Firethorn Wealth Partners | 16k | $730k | 12% | Jun 2024 |
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| Eclectic Associates | 15k | $696k | 20% | Jun 2024 |
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| Claris Advisors, Llc / Mo / | 15k | $686k | 77% | Mar 2024 |
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| Nwam | 14k | $661k | 1% | Jun 2024 |
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| Jackson Thornton Asset Management | 14k | $653k | 180% | Mar 2024 |
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| Axxcess Wealth Management | 14k | $652k | 31% | Mar 2024 |
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| Core Wealth Management | 13k | $632k | 100% | Jun 2024 |
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| Spinnaker Investment Group | 13k | $618k | 3% | Jun 2024 |
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| HFG Wealth Management | 11k | $536k | -61% | Mar 2024 |
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| Advisor Group Holdings | 11k | $502k | -76% | Mar 2024 |
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| Copperleaf Capital | 9.4k | $444k | -41% | Mar 2024 |
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| Townsquare Capital | 6.6k | $308k | -63% | Mar 2024 |
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| AE Wealth Management | 5.0k | $180k | -97% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Great Point Wealth Advisors | Dec 2023 | 110k | $5.2M |
| Lincoln National | Mar 2024 | 41k | $1.9M |
| Valley Forge Investment Consultants Inc Adv | Dec 2023 | 28k | $1.3M |