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 |
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Assetmark | 1.2M | $55M | -2% | Mar 2023 |
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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 |