Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
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 |
|---|---|---|---|---|---|
| Awm Capital | 638k | $21M | 19% | Jun 2024 |
|
| Quantum Financial Advisors | 552k | $20M | 1% | Sep 2024 |
|
| Abacus Wealth Partners | 453k | $16M | 5% | Sep 2024 |
|
| Forum Financial Management | 373k | $13M | 5% | Sep 2024 |
|
| Five Oceans Advisors | 315k | $11M | -3% | Sep 2024 |
|
| Merriman Wealth Management | 273k | $9.7M | 2% | Sep 2024 |
|
| Retirement Solution | 211k | $7.5M | -1% | Sep 2024 |
|
| Jane Street | 210k | $7.5M | -43% | Sep 2024 |
|
| Vista Wealth Management Group | 187k | $6.6M | 7% | Sep 2024 |
|
| Greenspring Advisors | 133k | $4.7M | 0% | Sep 2024 |
|
| Francis Financial | 122k | $4.3M | 9% | Sep 2024 |
|
| Pathstone Holdings | 111k | $3.9M | 37% | Sep 2024 |
|
| Savant Capital Management | 102k | $3.6M | 4% | Sep 2024 |
|
| Asset Dedication | 94k | $3.3M | 10% | Sep 2024 |
|
| Wealth Architects | 93k | $3.3M | 17% | Sep 2024 |
|
| Flow Traders US | 89k | $3.1M | 38% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 86k | $2.9M | -5% | Jun 2024 |
|
| Heritage Financial Services | 73k | $2.6M | 0% | Sep 2024 |
|
| Resources Investment Advisors | 63k | $2.2M | 18% | Sep 2024 |
|
| CI Private Wealth | 60k | $2.1M | 1% | Sep 2024 |
|
| Drive Wealth Management | 60k | $2.1M | 1% | Sep 2024 |
|
| Townsquare Capital | 60k | $2.1M | 100% | Sep 2024 |
|
| New Capital Management | 58k | $2.0M | 0% | Sep 2024 |
|
| Brighton Jones | 55k | $2.0M | 3% | Sep 2024 |
|
| Schoolcraft Capital | 50k | $1.8M | 0% | Sep 2024 |
|
| RAM Investment Partners | 46k | $1.6M | 28% | Sep 2024 |
|
| Planning Center | 44k | $1.6M | 1% | Sep 2024 |
|
| Perigon Wealth Management | 39k | $1.4M | 0% | Sep 2024 |
|
| Citadel Advisors | 38k | $1.4M | 100% | Sep 2024 |
|
| Apella Capital | 35k | $1.3M | 21% | Sep 2024 |
|
| Klaas Financial Asset Advisors | 34k | $1.2M | 6% | Sep 2024 |
|
| Cordant | 34k | $1.2M | -1% | Sep 2024 |
|
| Truepoint | 32k | $1.1M | 20% | Sep 2024 |
|
| Cook Wealth Management Group | 30k | $1.0M | -13% | Sep 2024 |
|
| RW Investment Management | 30k | $1.0M | 6% | Sep 2024 |
|
| Buckingham Strategic Partners | 29k | $1.0M | 55% | Sep 2024 |
|
| Northland Capital Management | 26k | $930k | 1% | Sep 2024 |
|
| Cardinal Point Capital Management, ULC | 25k | $883k | -10% | Sep 2024 |
|
| Seven Mile Advisory | 22k | $726k | 0% | Jun 2024 |
|
| Pure Financial Advisors | 22k | $760k | 100% | Sep 2024 |
|
| Quarry Hill Advisors | 21k | $745k | 4% | Sep 2024 |
|
| Nwam | 19k | $682k | 100% | Sep 2024 |
|
| Addison Advisors | 19k | $678k | 11% | Sep 2024 |
|
| BetterWealth | 18k | $637k | -1% | Sep 2024 |
|
| Modera Wealth Management | 18k | $631k | -8% | Sep 2024 |
|
| MB Generational Wealth | 18k | $623k | 0% | Sep 2024 |
|
| Trellis Wealth Advisors | 17k | $605k | 5% | Sep 2024 |
|
| Waypoint Wealth Partners | 17k | $597k | 6% | Sep 2024 |
|
| Old Mission Capital | 16k | $518k | -88% | Jun 2024 |
|
| Burns Wealth Management | 15k | $516k | 0% | Sep 2024 |
|
| Rockbridge Investment Management, LCC | 14k | $478k | 8% | Sep 2024 |
|
| Morling Financial Advisors | 14k | $477k | -8% | Sep 2024 |
|
| Farther Finance Advisors | 13k | $459k | 58818% | Sep 2024 |
|
| Colony | 13k | $454k | 100% | Sep 2024 |
|
| Buckingham Asset Management | 13k | $429k | 7% | Jun 2024 |
|
| DiNuzzo Private Wealth | 12k | $424k | 2% | Sep 2024 |
|
| TCI Wealth Advisors | 12k | $423k | 55% | Sep 2024 |
|
| Syverson Strege & Co | 12k | $411k | 1% | Sep 2024 |
|
| North Ridge Wealth Advisors | 12k | $387k | 0% | Jun 2024 |
|
| Goss Wealth Management | 11k | $372k | 0% | Jun 2024 |
|
| RHS Financial | 11k | $378k | 100% | Sep 2024 |
|
| Henrickson Nauta Wealth Advisors | 11k | $373k | 3% | Sep 2024 |
|
| Carlson Capital Management | 10k | $369k | 66% | Sep 2024 |
|
| Caprock | 10k | $368k | 32% | Sep 2024 |
|
| LifePro Asset Management | 9.6k | $341k | 38% | Sep 2024 |
|
| EnRich Financial Partners | 9.5k | $338k | 6% | Sep 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 9.5k | $337k | 10% | Sep 2024 |
|
| Wealthstream Advisors | 9.4k | $335k | 17% | Sep 2024 |
|
| Meritas Wealth Management | 9.2k | $326k | 100% | Sep 2024 |
|
| Advisory Services & Investments | 9.1k | $324k | 0% | Sep 2024 |
|
| Harbour Investments | 8.8k | $313k | 30% | Sep 2024 |
|
| Commonwealth Equity Services | 8.7k | $307k | 2% | Sep 2024 |
|
| Fiduciary Financial Group | 8.4k | $298k | 33% | Sep 2024 |
|
| Jentner | 8.3k | $276k | 0% | Jun 2024 |
|
| Ariadne Wealth Management | 8.1k | $287k | 0% | Sep 2024 |
|
| AdvisorNet Financial | 7.9k | $281k | 0% | Sep 2024 |
|
| Creative Capital Management Investments | 7.5k | $264k | 1% | Sep 2024 |
|
| LPL Financial | 7.3k | $260k | 1% | Sep 2024 |
|
| Hill Investment Group Partners | 7.2k | $241k | 4% | Jun 2024 |
|
| Cassaday & Co Wealth Management | 7.0k | $246k | 100% | Sep 2024 |
|
| Apollon Wealth Management | 6.9k | $244k | 0% | Sep 2024 |
|
| Private Advisor | 6.4k | $228k | 5% | Sep 2024 |
|
| Grand Wealth Management | 6.4k | $226k | 22% | Sep 2024 |
|
| Geometric Wealth Advisors | 6.3k | $225k | 100% | Sep 2024 |
|
| Passive Capital Management | 6.3k | $223k | 0% | Sep 2024 |
|
| Chicago Partners Investment | 6.3k | $218k | 100% | Sep 2024 |
|
| Parcion Private Wealth | 6.2k | $219k | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 3.9k | $137k | 1% | Sep 2024 |
|
| Ruedi Wealth Management | 3.5k | $126k | 100% | Sep 2024 |
|
| Red Tortoise | 2.2k | $78k | 1% | Sep 2024 |
|
| Advisor Group Holdings | 1.8k | $63k | 100% | Sep 2024 |
|
| Tortoise Investment Management | 1.7k | $61k | 77% | Sep 2024 |
|
| Cardiff Park Advisors | 1.3k | $45k | 1% | Jun 2024 |
|
| Red Lighthouse Investment Management | 1.2k | $43k | 12% | Sep 2024 |
|
| Criterion Capital Advisors | 1.1k | $36k | 0% | Sep 2024 |
|
| Jpmorgan Chase & Co | 867.00 | $31k | 3% | Sep 2024 |
|
| C.M. Bidwell & Associates | 800.00 | $28k | 0% | Sep 2024 |
|
| Bellevue Asset Management | 689.00 | $24k | 0% | Sep 2024 |
|
| JFS Wealth Advisors | 648.00 | $23k | -16% | Sep 2024 |
|
| Belpointe Asset Management | 482.00 | $16k | 100% | Jun 2024 |
|
| Zrc Wealth Management | 452.00 | $16k | 1% | Sep 2024 |
|
| WealthCollab | 412.00 | $15k | 0% | Sep 2024 |
|
| Blume Capital Management | 300.00 | $11k | 0% | Sep 2024 |
|
| Glass Jacobson Investment Advisors | 144.00 | $5.1k | 44% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 83.00 | $2.9k | 196% | Sep 2024 |
|
| Strategic Investment Solutions | 76.00 | $2.7k | 1% | Sep 2024 |
|
| Aptus Capital Advisors | 55.00 | $1.9k | 100% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Jun 2024 | 93k | $3.1M |
| Atria Investments | Jun 2024 | 38k | $1.3M |
| Royal Bank of Canada | Jun 2024 | 31k | $1.0M |