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 | 2.4M | $112M | 6% | Jun 2024 |
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| Resources Investment Advisors | 2.2M | $102M | 23% | Jun 2024 |
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| Buckingham Asset Management | 2.1M | $98M | 32% | Jun 2024 |
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| DiNuzzo Private Wealth | 2.0M | $94M | 3% | Jun 2024 |
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| Planning Center | 2.0M | $93M | 3943% | Jun 2024 |
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| HighTower Advisors | 1.6M | $75M | 1% | Jun 2024 |
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| Assetmark | 1.4M | $64M | 68% | Jun 2024 |
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| Envestnet Asset Management | 1.3M | $59M | 19% | Jun 2024 |
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| Savant Capital Management | 1.2M | $56M | 31% | Jun 2024 |
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| Market Street Wealth Management Advisors | 1.1M | $51M | 6% | Jun 2024 |
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| Apella Capital | 1.0M | $49M | 29% | Jun 2024 |
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| Great Waters Wealth Management | 957k | $45M | 20% | Jun 2024 |
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| WPWealth | 886k | $42M | 10% | Jun 2024 |
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| Commonwealth Equity Services | 864k | $41M | 2% | Jun 2024 |
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| Phillips Financial Management | 678k | $32M | 9% | Jun 2024 |
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| Rather & Kittrell | 662k | $31M | 20% | Jun 2024 |
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| RAM Investment Partners | 548k | $26M | 8% | Jun 2024 |
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| Altiora Financial Group | 532k | $25M | 100% | Jun 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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| Grunden Financial Advisory | 449k | $21M | 2% | Jun 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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| Jane Street | 421k | $20M | -63% | Jun 2024 |
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| Root Financial Partners | 378k | $18M | 46% | Jun 2024 |
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| Rockwood Wealth Management | 372k | $18M | 10% | Jun 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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| Great Oak Capital Partners | 342k | $16M | 39% | Jun 2024 |
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| Legacy Financial Group | 333k | $16M | 5% | Jun 2024 |
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| SJS Investment Consulting | 319k | $15M | 8% | Jun 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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| Client 1st Advisory Group | 266k | $13M | 20% | Jun 2024 |
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| Burney Co/ | 260k | $12M | -35% | Jun 2024 |
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| RCS Financial Planning | 259k | $12M | 7% | Jun 2024 |
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| Allegiance Financial Group Advisory Services | 259k | $12M | 20% | Jun 2024 |
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| Bank of America Corporation | 254k | $12M | 55% | Jun 2024 |
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| Vestmark Advisory Solutions | 227k | $11M | -1% | Jun 2024 |
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| Oceanside Advisors | 224k | $11M | 8% | Jun 2024 |
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| Integrated Wealth Concepts | 221k | $10M | 316% | Jun 2024 |
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| Tortoise Investment Management | 220k | $10M | 42% | Jun 2024 |
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| Dynamic Advisors Solutions | 219k | $10M | 16% | Jun 2024 |
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| Renaissance Technologies | 214k | $10M | 59% | Jun 2024 |
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| LPL Financial | 200k | $9.4M | 7% | Jun 2024 |
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| BCU Wealth Advisors | 190k | $8.9M | 17% | Jun 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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| Jackson Thornton Asset Management | 171k | $8.0M | 1133% | Jun 2024 |
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| Wealth Enhancement Advisory Services | 168k | $7.9M | 75% | Jun 2024 |
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| Concord Wealth Partners | 167k | $7.8M | 4% | Jun 2024 |
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| CFS Investment Advisory Services | 157k | $7.4M | 2% | Jun 2024 |
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| SC&H Financial Advisors | 150k | $7.1M | 14% | Jun 2024 |
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| CI Private Wealth | 145k | $6.8M | -1% | Jun 2024 |
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| Pure Financial Advisors | 144k | $6.8M | 37% | Jun 2024 |
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| Tillman Hartley | 138k | $6.5M | -4% | Jun 2024 |
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| Goss Wealth Management | 136k | $6.4M | 3% | Jun 2024 |
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| Hanson McClain Advisors | 136k | $6.4M | 24% | Jun 2024 |
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| Kooman & Associates | 129k | $6.0M | 1% | Jun 2024 |
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| Waypoint Capital Advisors | 127k | $5.9M | -12% | Jun 2024 |
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| Chicago Partners Investment | 123k | $5.8M | 23% | Jun 2024 |
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| Heritage Investment Group | 123k | $5.8M | 5% | Jun 2024 |
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| Awm Capital | 122k | $5.7M | 18% | Jun 2024 |
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| White Wing Wealth Management | 122k | $5.7M | 1% | Jun 2024 |
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| Bay Harbor Wealth Management | 122k | $5.7M | 23% | Jun 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 | 0% | Jun 2024 |
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| Hemington Wealth Management | 111k | $5.2M | 92% | Jun 2024 |
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| CPA Asset Management | 110k | $5.2M | 16% | Jun 2024 |
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| Straight Path Wealth Management | 110k | $5.2M | 13% | Jun 2024 |
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| Pioneer Wealth Management Group | 106k | $5.0M | -3% | Jun 2024 |
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| Diversify Wealth Management | 102k | $4.8M | 100% | Jun 2024 |
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| IFP Advisors | 98k | $4.6M | 12% | Jun 2024 |
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| Steward Partners Investment Advisory | 95k | $4.5M | 35% | Jun 2024 |
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| Beta Wealth | 94k | $4.4M | 11% | Jun 2024 |
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| Branch Banking & Trust Company | 88k | $4.1M | 24% | Jun 2024 |
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| Royal Bank of Canada | 88k | $4.1M | 48% | Jun 2024 |
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| Northwest Wealth Management | 85k | $4.0M | 52% | Jun 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 82k | $3.9M | 100% | Jun 2024 |
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| Envestnet Portfolio Solutions | 80k | $3.7M | 68% | Jun 2024 |
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| Henrickson Nauta Wealth Advisors | 72k | $3.4M | 4% | Jun 2024 |
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| Lakeridge Wealth Management | 71k | $3.3M | -1% | Jun 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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| Acorn Wealth Advisors | 64k | $3.0M | -4% | Jun 2024 |
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| Passive Capital Management | 62k | $2.9M | 88% | Jun 2024 |
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| Private Advisor | 62k | $2.9M | 1% | Jun 2024 |
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| Pine Harbor Wealth Management | 61k | $2.9M | 22% | Jun 2024 |
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| Farther Finance Advisors | 61k | $2.9M | 44% | Jun 2024 |
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| Susquehanna International | 61k | $2.9M | 100% | Jun 2024 |
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| Delap Wealth Advisory | 60k | $2.8M | 128% | Jun 2024 |
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| SageView Advisory Group | 59k | $2.8M | 0% | Jun 2024 |
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| Essential Planning | 58k | $2.7M | 9% | Jun 2024 |
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| Cambridge Investment Research Advisors | 57k | $2.7M | 31% | Jun 2024 |
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| Bridge Advisory | 57k | $2.7M | 3% | Sep 2024 |
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| Squire Investment Management Company | 56k | $2.6M | 66% | Jun 2024 |
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| Meredith Wealth Planning | 55k | $2.6M | 34% | Jun 2024 |
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| Vermillion & White Wealth Management Group | 55k | $2.6M | 100% | 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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| Beacon Pointe Advisors | 53k | $2.5M | 0% | Jun 2024 |
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| Disciplined Investments | 50k | $2.4M | 37% | Jun 2024 |
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| Shira Ridge Wealth Management | 49k | $2.3M | 5% | Jun 2024 |
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| Jpmorgan Chase & Co | 48k | $2.3M | 129% | Jun 2024 |
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| Mml Investors Services | 46k | $2.2M | 4% | Jun 2024 |
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| CWM | 46k | $2.1M | 7819% | Jun 2024 |
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| Mercer Global Advisors | 42k | $2.0M | -34% | Jun 2024 |
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| Arcadia Wealth Management | 42k | $2.0M | 0% | Jun 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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| Shore Point Advisors | 34k | $1.6M | 16% | Jun 2024 |
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| Foster Group | 33k | $1.5M | 0% | Jun 2024 |
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| Great Valley Advisor Group | 32k | $1.5M | 280% | Jun 2024 |
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| American Investment Services | 32k | $1.5M | 32% | Jun 2024 |
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| Kestra Advisory Services | 31k | $1.5M | 39% | Jun 2024 |
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| Safeguard Investment Advisory Group | 31k | $1.5M | 3% | Jun 2024 |
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| Pathstone Holdings | 30k | $1.4M | 1% | Jun 2024 |
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| Citadel Advisors | 30k | $1.4M | -13% | Jun 2024 |
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| TCP Asset Management | 29k | $1.4M | 3% | Jun 2024 |
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| Dopkins Wealth Management | 29k | $1.3M | 143% | Jun 2024 |
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| Claris Advisors, Llc / Mo / | 28k | $1.3M | 89% | Jun 2024 |
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| Morris Financial Concepts | 28k | $1.3M | 8% | Jun 2024 |
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| Quarry Hill Advisors | 27k | $1.3M | 17% | 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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| City State Bank | 26k | $1.2M | 426% | Jun 2024 |
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| BOS Asset Management | 25k | $1.2M | -5% | Jun 2024 |
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| Strategic Investment Solutions | 25k | $1.2M | -9% | Jun 2024 |
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| Simplicity Wealth | 25k | $1.2M | 11% | Jun 2024 |
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| EverSource Wealth Advisors | 25k | $1.2M | -3% | Jun 2024 |
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| Cetera Investment Advisers | 25k | $1.2M | 22% | Jun 2024 |
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| Annapolis Financial Services | 24k | $1.1M | -5% | Jun 2024 |
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| AQR Capital Management | 24k | $1.1M | 100% | Jun 2024 |
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| Narus Financial Partners | 24k | $1.1M | 20% | Jun 2024 |
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| Index Fund Advisors | 24k | $1.1M | 6% | Jun 2024 |
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| Sterling Wealth Management | 23k | $1.1M | 100% | Jun 2024 |
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| Raymond James Financial Services Advisors | 21k | $980k | 22% | Jun 2024 |
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| Elevate Wealth Advisory | 21k | $970k | 6% | Jun 2024 |
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| USAdvisors Wealth Management | 20k | $923k | 7% | Jun 2024 |
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| Ethos Financial Group | 19k | $908k | 100% | Jun 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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| Flow Traders US | 18k | $830k | -46% | Jun 2024 |
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| Forthright Family Wealth Advisory | 17k | $818k | 0% | Jun 2024 |
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| Barry Investment Advisors | 17k | $776k | 59% | Jun 2024 |
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| Firethorn Wealth Partners | 16k | $730k | 12% | Jun 2024 |
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| Invst | 15k | $720k | 100% | Jun 2024 |
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| Mutual Advisors | 15k | $716k | 100% | Jun 2024 |
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| Old Mission Capital | 12k | $556k | -82% | Jun 2024 |
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| Change Path | 7.1k | $335k | -55% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Buckingham Strategic Partners | Dec 2023 | 553k | $26M |
| Warren Averett Asset Management | Dec 2023 | 413k | $19M |
| FirstPurpose Wealth | Dec 2023 | 86k | $4.0M |
| Betterment | Dec 2023 | 78k | $3.6M |
| Orion Portfolio Solutions | Dec 2023 | 61k | $2.9M |
| Advisor Group Holdings | Dec 2023 | 44k | $2.1M |
| PFG Advisors | Dec 2023 | 41k | $1.9M |
| Lincoln National | Mar 2024 | 41k | $1.9M |
| Applied Capital | Dec 2023 | 36k | $1.7M |
| Parker Financial | Dec 2023 | 25k | $1.2M |
| Townsquare Capital | Dec 2023 | 18k | $826k |