Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
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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 |
|---|---|---|---|---|---|
| Awm Capital | 638k | $21M | 19% | Jun 2024 |
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| Quantum Financial Advisors | 552k | $20M | 1% | Sep 2024 |
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| Abacus Wealth Partners | 453k | $16M | 5% | Sep 2024 |
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| Forum Financial Management | 373k | $13M | 5% | Sep 2024 |
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| Five Oceans Advisors | 315k | $11M | -3% | Sep 2024 |
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| Merriman Wealth Management | 273k | $9.7M | 2% | Sep 2024 |
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| Retirement Solution | 211k | $7.5M | -1% | Sep 2024 |
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| Jane Street | 210k | $7.5M | -43% | Sep 2024 |
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| Vista Wealth Management Group | 187k | $6.6M | 7% | Sep 2024 |
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| Greenspring Advisors | 133k | $4.7M | 0% | Sep 2024 |
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| Francis Financial | 122k | $4.3M | 9% | Sep 2024 |
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| Pathstone Holdings | 111k | $3.9M | 37% | Sep 2024 |
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| Savant Capital Management | 102k | $3.6M | 4% | Sep 2024 |
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| Asset Dedication | 94k | $3.3M | 10% | Sep 2024 |
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| Wealth Architects | 93k | $3.3M | 17% | Sep 2024 |
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| Flow Traders US | 89k | $3.1M | 38% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 86k | $2.9M | -5% | Jun 2024 |
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| Heritage Financial Services | 73k | $2.6M | 0% | Sep 2024 |
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| Resources Investment Advisors | 63k | $2.2M | 18% | Sep 2024 |
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| CI Private Wealth | 60k | $2.1M | 1% | Sep 2024 |
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| Drive Wealth Management | 60k | $2.1M | 1% | Sep 2024 |
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| Townsquare Capital | 60k | $2.1M | 100% | Sep 2024 |
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| New Capital Management | 58k | $2.0M | 0% | Sep 2024 |
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| Brighton Jones | 55k | $2.0M | 3% | Sep 2024 |
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| Schoolcraft Capital | 50k | $1.8M | 0% | Sep 2024 |
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| RAM Investment Partners | 46k | $1.6M | 28% | Sep 2024 |
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| Planning Center | 44k | $1.6M | 1% | Sep 2024 |
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| Perigon Wealth Management | 39k | $1.4M | 0% | Sep 2024 |
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| Citadel Advisors | 38k | $1.4M | 100% | Sep 2024 |
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| Apella Capital | 35k | $1.3M | 21% | Sep 2024 |
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| Klaas Financial Asset Advisors | 34k | $1.2M | 6% | Sep 2024 |
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| Cordant | 34k | $1.2M | -1% | Sep 2024 |
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| Truepoint | 32k | $1.1M | 20% | Sep 2024 |
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| Cook Wealth Management Group | 30k | $1.0M | -13% | Sep 2024 |
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| RW Investment Management | 30k | $1.0M | 6% | Sep 2024 |
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| Buckingham Strategic Partners | 29k | $1.0M | 55% | Sep 2024 |
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| Northland Capital Management | 26k | $930k | 1% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 25k | $883k | -10% | Sep 2024 |
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| Seven Mile Advisory | 22k | $726k | 0% | Jun 2024 |
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| Pure Financial Advisors | 22k | $760k | 100% | Sep 2024 |
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| Quarry Hill Advisors | 21k | $745k | 4% | Sep 2024 |
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| Nwam | 19k | $682k | 100% | Sep 2024 |
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| Addison Advisors | 19k | $678k | 11% | Sep 2024 |
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| BetterWealth | 18k | $637k | -1% | Sep 2024 |
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| Modera Wealth Management | 18k | $631k | -8% | Sep 2024 |
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| MB Generational Wealth | 18k | $623k | 0% | Sep 2024 |
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| Trellis Wealth Advisors | 17k | $605k | 5% | Sep 2024 |
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| Waypoint Wealth Partners | 17k | $597k | 6% | Sep 2024 |
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| Old Mission Capital | 16k | $518k | -88% | Jun 2024 |
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| Burns Wealth Management | 15k | $516k | 0% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 14k | $478k | 8% | Sep 2024 |
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| Morling Financial Advisors | 14k | $477k | -8% | Sep 2024 |
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| Farther Finance Advisors | 13k | $459k | 58818% | Sep 2024 |
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| Colony | 13k | $454k | 100% | Sep 2024 |
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| Buckingham Asset Management | 13k | $429k | 7% | Jun 2024 |
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| DiNuzzo Private Wealth | 12k | $424k | 2% | Sep 2024 |
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| TCI Wealth Advisors | 12k | $423k | 55% | Sep 2024 |
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| Syverson Strege & Co | 12k | $411k | 1% | Sep 2024 |
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| North Ridge Wealth Advisors | 12k | $387k | 0% | Jun 2024 |
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| Goss Wealth Management | 11k | $372k | 0% | Jun 2024 |
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| RHS Financial | 11k | $378k | 100% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 11k | $373k | 3% | Sep 2024 |
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| Carlson Capital Management | 10k | $369k | 66% | Sep 2024 |
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| Caprock | 10k | $368k | 32% | Sep 2024 |
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| LifePro Asset Management | 9.6k | $341k | 38% | Sep 2024 |
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| EnRich Financial Partners | 9.5k | $338k | 6% | Sep 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 9.5k | $337k | 10% | Sep 2024 |
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| Wealthstream Advisors | 9.4k | $335k | 17% | Sep 2024 |
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| Meritas Wealth Management | 9.2k | $326k | 100% | Sep 2024 |
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| Advisory Services & Investments | 9.1k | $324k | 0% | Sep 2024 |
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| Harbour Investments | 8.8k | $313k | 30% | Sep 2024 |
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| Commonwealth Equity Services | 8.7k | $307k | 2% | Sep 2024 |
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| Fiduciary Financial Group | 8.4k | $298k | 33% | Sep 2024 |
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| Jentner | 8.3k | $276k | 0% | Jun 2024 |
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| Ariadne Wealth Management | 8.1k | $287k | 0% | Sep 2024 |
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| AdvisorNet Financial | 7.9k | $281k | 0% | Sep 2024 |
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| Creative Capital Management Investments | 7.5k | $264k | 1% | Sep 2024 |
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| LPL Financial | 7.3k | $260k | 1% | Sep 2024 |
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| Hill Investment Group Partners | 7.2k | $241k | 4% | Jun 2024 |
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| Cassaday & Co Wealth Management | 7.0k | $246k | 100% | Sep 2024 |
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| Apollon Wealth Management | 6.9k | $244k | 0% | Sep 2024 |
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| Private Advisor | 6.4k | $228k | 5% | Sep 2024 |
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| Grand Wealth Management | 6.4k | $226k | 22% | Sep 2024 |
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| Rehmann Capital Advisory | 6.4k | $225k | 100% | Sep 2024 |
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| Geometric Wealth Advisors | 6.3k | $225k | 100% | Sep 2024 |
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| Passive Capital Management | 6.3k | $223k | 0% | Sep 2024 |
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| Chicago Partners Investment | 6.3k | $218k | 100% | Sep 2024 |
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| Parcion Private Wealth | 6.2k | $219k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 3.9k | $137k | 1% | Sep 2024 |
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| Ruedi Wealth Management | 3.5k | $126k | 100% | Sep 2024 |
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| Red Tortoise | 2.2k | $78k | 1% | Sep 2024 |
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| Advisor Group Holdings | 1.8k | $63k | 100% | Sep 2024 |
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| Tortoise Investment Management | 1.7k | $61k | 77% | Sep 2024 |
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| Cardiff Park Advisors | 1.3k | $45k | 1% | Jun 2024 |
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| Red Lighthouse Investment Management | 1.2k | $43k | 12% | Sep 2024 |
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| Criterion Capital Advisors | 1.1k | $36k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 867.00 | $31k | 3% | Sep 2024 |
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| C.M. Bidwell & Associates | 800.00 | $28k | 0% | Sep 2024 |
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| Bellevue Asset Management | 689.00 | $24k | 0% | Sep 2024 |
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| JFS Wealth Advisors | 648.00 | $23k | -16% | Sep 2024 |
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| Belpointe Asset Management | 482.00 | $16k | 100% | Jun 2024 |
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| Zrc Wealth Management | 452.00 | $16k | 1% | Sep 2024 |
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| WealthCollab | 412.00 | $15k | 0% | Sep 2024 |
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| Blume Capital Management | 300.00 | $11k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 144.00 | $5.1k | 44% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 83.00 | $2.9k | 196% | Sep 2024 |
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| Strategic Investment Solutions | 76.00 | $2.7k | 1% | Sep 2024 |
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| Aptus Capital Advisors | 55.00 | $1.9k | 100% | Sep 2024 |
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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 |
| Orion Capital Management | Mar 2024 | 3.6k | $116k |