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 | 852k | $28M | 4% | Dec 2024 |
|
| Quantum Financial Advisors | 551k | $18M | 0% | Dec 2024 |
|
| Abacus Wealth Partners | 521k | $17M | 15% | Dec 2024 |
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| Forum Financial Management | 389k | $13M | 4% | Dec 2024 |
|
| Five Oceans Advisors | 330k | $11M | 5% | Dec 2024 |
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| Merriman Wealth Management | 286k | $9.5M | 5% | Dec 2024 |
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| Citrine Capital | 285k | $9.4M | 100% | Dec 2024 |
|
| Retirement Solution | 209k | $6.9M | -1% | Dec 2024 |
|
| Vista Wealth Management Group | 206k | $6.8M | 10% | Dec 2024 |
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| Pathstone Holdings | 166k | $5.5M | 49% | Dec 2024 |
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| Willow Creek Wealth Management | 125k | $4.1M | 100% | Dec 2024 |
|
| Francis Financial | 121k | $4.0M | -1% | Dec 2024 |
|
| Savant Capital Management | 120k | $4.0M | 18% | Dec 2024 |
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| Elser Financial Planning | 118k | $3.9M | 100% | Dec 2024 |
|
| Wealth Architects | 108k | $3.6M | 15% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 100k | $3.4M | 0% | Mar 2025 |
|
| Asset Dedication | 88k | $2.9M | -6% | Dec 2024 |
|
| Balanced Rock Investment Advisors | 84k | $2.8M | 100% | Dec 2024 |
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| Greenspring Advisors | 74k | $2.5M | -44% | Mar 2025 |
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| Heritage Financial Services | 74k | $2.4M | 1% | Dec 2024 |
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| Resources Investment Advisors | 68k | $2.3M | 8% | Dec 2024 |
|
| CI Private Wealth | 62k | $2.1M | 4% | Dec 2024 |
|
| New Capital Management | 62k | $2.1M | 8% | Dec 2024 |
|
| Townsquare Capital | 62k | $2.1M | 4% | Dec 2024 |
|
| Drive Wealth Management | 60k | $2.0M | 1% | Dec 2024 |
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| Brighton Jones | 60k | $2.0M | 8% | Dec 2024 |
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| Schoolcraft Capital | 58k | $2.0M | -17% | Mar 2025 |
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| RAM Investment Partners | 53k | $1.8M | 15% | Dec 2024 |
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| Apella Capital | 48k | $1.5M | 29% | Mar 2025 |
|
| Planning Center | 43k | $1.4M | -3% | Dec 2024 |
|
| Perigon Wealth Management | 39k | $1.3M | 0% | Dec 2024 |
|
| Buckingham Strategic Partners | 38k | $1.3M | 30% | Dec 2024 |
|
| Klaas Financial Asset Advisors | 37k | $1.2M | 7% | Dec 2024 |
|
| Navigoe | 36k | $1.2M | 100% | Dec 2024 |
|
| Cordant | 33k | $1.1M | -1% | Dec 2024 |
|
| Truepoint | 32k | $1.1M | 1% | Dec 2024 |
|
| Pure Financial Advisors | 32k | $1.1M | 49% | Dec 2024 |
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| Jane Street | 31k | $1.0M | -85% | Dec 2024 |
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| RW Investment Management | 31k | $1.0M | 4% | Dec 2024 |
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| Cook Wealth Management Group | 30k | $1.0M | 0% | Dec 2024 |
|
| Cardinal Point Capital Management, ULC | 25k | $831k | 1% | Dec 2024 |
|
| Northland Capital Management | 23k | $772k | -11% | Dec 2024 |
|
| Waypoint Wealth Partners | 23k | $761k | 36% | Dec 2024 |
|
| Quarry Hill Advisors | 23k | $758k | 9% | Dec 2024 |
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| Nwam | 22k | $731k | 15% | Dec 2024 |
|
| Seven Mile Advisory | 22k | $719k | 0% | Dec 2024 |
|
| Addison Advisors | 20k | $664k | 5% | Dec 2024 |
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| EP Wealth Advisors | 19k | $643k | 100% | Dec 2024 |
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| BetterWealth | 18k | $593k | 0% | Dec 2024 |
|
| MB Generational Wealth | 18k | $586k | 0% | Dec 2024 |
|
| Betterment | 18k | $584k | 67% | Dec 2024 |
|
| Modera Wealth Management | 18k | $583k | -1% | Dec 2024 |
|
| Henrickson Nauta Wealth Advisors | 17k | $547k | 58% | Mar 2025 |
|
| Trellis Wealth Advisors | 16k | $534k | -6% | Dec 2024 |
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| Colony | 16k | $533k | 26% | Dec 2024 |
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| Farther Finance Advisors | 16k | $540k | 0% | Mar 2025 |
|
| Meritas Wealth Management | 16k | $537k | 72% | Mar 2025 |
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| Morling Financial Advisors | 15k | $492k | 10% | Dec 2024 |
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| Burns Wealth Management | 15k | $483k | 0% | Dec 2024 |
|
| Rockbridge Investment Management, LCC | 14k | $476k | 6% | Dec 2024 |
|
| TCI Wealth Advisors | 13k | $420k | 6% | Dec 2024 |
|
| Carlson Capital Management | 13k | $420k | 22% | Dec 2024 |
|
| Syverson Strege & Co | 13k | $415k | 8% | Dec 2024 |
|
| Wealthstream Advisors | 12k | $402k | 28% | Dec 2024 |
|
| Goss Wealth Management | 12k | $400k | 9% | Dec 2024 |
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| RHS Financial | 11k | $370k | 5% | Dec 2024 |
|
| Bridge Generations Wealth Management | 11k | $356k | 100% | Dec 2024 |
|
| AdvisorNet Financial | 11k | $356k | 10% | Mar 2025 |
|
| Caprock | 10k | $344k | 0% | Dec 2024 |
|
| Simplicity Wealth | 10k | $345k | 100% | Mar 2025 |
|
| Creative Capital Management Investments | 10k | $334k | 35% | Dec 2024 |
|
| EnRich Financial Partners | 9.7k | $320k | 1% | Dec 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 9.5k | $316k | 0% | Dec 2024 |
|
| Babb Wealth Advisors | 9.5k | $314k | 100% | Dec 2024 |
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| Arlington Financial Advisors | 9.1k | $306k | -12% | Mar 2025 |
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| Harbour Investments | 8.8k | $293k | 0% | Dec 2024 |
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| Financial Counselors | 8.7k | $288k | 100% | Dec 2024 |
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| Commonwealth Equity Services | 8.6k | $287k | 0% | Dec 2024 |
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| Jentner | 8.3k | $274k | 0% | Dec 2024 |
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| Fiduciary Financial Group | 8.3k | $259k | -18% | Mar 2025 |
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| Freedom Financial Partners | 8.2k | $275k | 100% | Mar 2025 |
|
| Parcion Private Wealth | 7.9k | $262k | 28% | Dec 2024 |
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| Level Financial Advisors | 7.4k | $249k | 0% | Mar 2025 |
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| Cassaday & Co Wealth Management | 7.3k | $240k | 4% | Dec 2024 |
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| Rehmann Capital Advisory | 7.3k | $240k | 14% | Dec 2024 |
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| Hill Investment Group Partners | 7.2k | $239k | 4% | Dec 2024 |
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| LPL Financial | 7.1k | $237k | -3% | Dec 2024 |
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| Geometric Wealth Advisors | 7.0k | $232k | 10% | Dec 2024 |
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| Grand Wealth Management | 7.0k | $231k | 9% | Dec 2024 |
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| Apollon Wealth Management | 6.9k | $228k | 0% | Dec 2024 |
|
| Chicago Partners Investment | 6.4k | $211k | 2% | Dec 2024 |
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| Wealth Advisors Northwest | 6.4k | $215k | 100% | Mar 2025 |
|
| Passive Capital Management | 6.3k | $209k | 0% | Dec 2024 |
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| Cobblestone Capital Advisors | 6.2k | $204k | 100% | Dec 2024 |
|
| UMA Financial Services | 5.0k | $165k | 100% | Dec 2024 |
|
| DiNuzzo Private Wealth | 4.7k | $157k | -61% | Dec 2024 |
|
| Hanson McClain Advisors | 3.9k | $129k | 1% | Dec 2024 |
|
| Vermillion Wealth Management | 3.8k | $127k | 100% | Dec 2024 |
|
| Ruedi Wealth Management | 3.6k | $119k | 1% | Dec 2024 |
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| Orion Capital Management | 2.9k | $96k | 100% | Dec 2024 |
|
| Parkworth Wealth Management | 2.8k | $91k | 100% | Dec 2024 |
|
| Red Tortoise | 1.9k | $61k | -15% | Dec 2024 |
|
| Tortoise Investment Management | 1.7k | $57k | 0% | Dec 2024 |
|
| Keystone Financial Group | 1.5k | $49k | 100% | Dec 2024 |
|
| WealthCollab | 1.5k | $49k | 256% | Dec 2024 |
|
| Cardiff Park Advisors | 1.4k | $45k | 1% | Dec 2024 |
|
| Red Lighthouse Investment Management | 1.2k | $40k | 0% | Dec 2024 |
|
| Curio Wealth | 1.2k | $39k | 100% | Dec 2024 |
|
| CWM | 1.1k | $38k | 100% | Dec 2024 |
|
| Criterion Capital Advisors | 1.1k | $36k | 0% | Dec 2024 |
|
| Pinney & Scofield | 1.0k | $34k | 100% | Dec 2024 |
|
| Jpmorgan Chase & Co | 880.00 | $29k | 1% | Dec 2024 |
|
| C.M. Bidwell & Associates | 800.00 | $27k | 0% | Dec 2024 |
|
| JFS Wealth Advisors | 648.00 | $22k | 0% | Dec 2024 |
|
| Zrc Wealth Management | 455.00 | $15k | 0% | Mar 2025 |
|
| Blume Capital Management | 300.00 | $9.9k | 0% | Dec 2024 |
|
| IFP Advisors | 220.00 | $7.3k | 26% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 144.00 | $4.8k | 0% | Dec 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 77.00 | $2.6k | -7% | Dec 2024 |
|
| Strategic Investment Solutions | 76.00 | $2.5k | 0% | Dec 2024 |
|
| Aptus Capital Advisors | 55.00 | $1.8k | 0% | Dec 2024 |
|
| Citigroup | 1.00 | $33.000000 | 100% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 114k | $4.1M |
| Flow Traders US | Sep 2024 | 89k | $3.1M |
| Citadel Advisors | Sep 2024 | 38k | $1.4M |
| Ariadne Wealth Management | Sep 2024 | 8.1k | $287k |
| Private Advisor | Sep 2024 | 6.4k | $228k |
| Advisor Group Holdings | Sep 2024 | 1.8k | $63k |
| Bellevue Asset Management | Sep 2024 | 689.00 | $24k |
| Belpointe Asset Management | Sep 2024 | 506.00 | $18k |