Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSI
- CUSIP Number: 25434v690
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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 945k | $34M | 4% | Sep 2024 |
|
| Awm Capital | 659k | $22M | 33% | Jun 2024 |
|
| Francis Financial | 583k | $21M | 14% | Sep 2024 |
|
| Merriman Wealth Management | 568k | $20M | 2% | Sep 2024 |
|
| Vista Wealth Management Group | 524k | $19M | 5% | Sep 2024 |
|
| Abacus Wealth Partners | 498k | $18M | 8% | Sep 2024 |
|
| Retirement Solution | 405k | $15M | -2% | Sep 2024 |
|
| Forum Financial Management | 285k | $10M | 2% | Sep 2024 |
|
| Greenspring Advisors | 204k | $7.3M | 0% | Sep 2024 |
|
| Planning Center | 202k | $7.2M | 0% | Sep 2024 |
|
| Pathstone Holdings | 189k | $6.7M | 27% | Sep 2024 |
|
| Heritage Financial Services | 166k | $5.9M | 3% | Sep 2024 |
|
| New Capital Management | 140k | $5.0M | -1% | Sep 2024 |
|
| CI Private Wealth | 133k | $4.8M | 5% | Sep 2024 |
|
| Asset Dedication | 133k | $4.7M | 13% | Sep 2024 |
|
| Five Oceans Advisors | 126k | $4.5M | 2% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 115k | $3.8M | 0% | Jun 2024 |
|
| Apella Capital | 102k | $3.6M | 20% | Sep 2024 |
|
| Resources Investment Advisors | 100k | $3.6M | 19% | Sep 2024 |
|
| Sontag Advisory | 97k | $3.5M | 100% | Sep 2024 |
|
| RW Investment Management | 94k | $3.4M | 5% | Sep 2024 |
|
| Jane Street | 91k | $3.3M | -45% | Sep 2024 |
|
| Goss Wealth Management | 89k | $2.9M | 9% | Jun 2024 |
|
| RAM Investment Partners | 89k | $3.2M | 23% | Sep 2024 |
|
| Quarry Hill Advisors | 89k | $3.2M | 2% | Sep 2024 |
|
| Garde Capital | 79k | $2.8M | 39% | Sep 2024 |
|
| Wealth Architects | 78k | $2.8M | 25% | Sep 2024 |
|
| Perigon Wealth Management | 77k | $2.8M | 0% | Sep 2024 |
|
| Truepoint | 73k | $2.6M | 32% | Sep 2024 |
|
| Addison Advisors | 71k | $2.5M | 47% | Sep 2024 |
|
| Savant Capital Management | 67k | $2.4M | 4% | Sep 2024 |
|
| Cardinal Point Capital Management, ULC | 67k | $2.4M | 5% | Sep 2024 |
|
| Buckingham Strategic Partners | 61k | $2.2M | 73% | Sep 2024 |
|
| Northland Capital Management | 60k | $2.1M | -1% | Sep 2024 |
|
| Revolve Wealth Partners | 54k | $1.9M | 12% | Sep 2024 |
|
| Trellis Wealth Advisors | 53k | $1.9M | 5% | Sep 2024 |
|
| Hutchinson Capital Management | 46k | $1.6M | 0% | Sep 2024 |
|
| Rockbridge Investment Management, LCC | 44k | $1.6M | 1% | Sep 2024 |
|
| Waypoint Wealth Partners | 43k | $1.5M | -2% | Sep 2024 |
|
| Brighton Jones | 41k | $1.5M | 19% | Sep 2024 |
|
| Syverson Strege & Co | 41k | $1.5M | 5% | Sep 2024 |
|
| Private Ocean | 41k | $1.4M | 0% | Jun 2024 |
|
| Parkside Financial Bank & Trust | 37k | $1.3M | 9% | Sep 2024 |
|
| Commonwealth Equity Services | 37k | $1.3M | 6% | Sep 2024 |
|
| BetterWealth | 36k | $1.3M | -2% | Sep 2024 |
|
| Pure Financial Advisors | 36k | $1.3M | 298% | Sep 2024 |
|
| Flow Traders US | 35k | $1.3M | -34% | Sep 2024 |
|
| Nwam | 35k | $1.3M | 100% | Sep 2024 |
|
| MB Generational Wealth | 35k | $1.2M | 2% | Sep 2024 |
|
| Cook Wealth Management Group | 32k | $1.1M | -5% | Sep 2024 |
|
| DiNuzzo Private Wealth | 29k | $1.0M | 1% | Sep 2024 |
|
| Buckingham Asset Management | 26k | $865k | 5% | Jun 2024 |
|
| Colony | 26k | $938k | 100% | Sep 2024 |
|
| Ohe Financial | 25k | $906k | 0% | Sep 2024 |
|
| Susquehanna International | 25k | $891k | 100% | Sep 2024 |
|
| Shira Ridge Wealth Management | 25k | $877k | 0% | Sep 2024 |
|
| Kestra Advisory Services | 24k | $865k | 38% | Sep 2024 |
|
| Henrickson Nauta Wealth Advisors | 24k | $856k | 8% | Sep 2024 |
|
| Carlson Capital Management | 23k | $820k | 29% | Sep 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 22k | $775k | 17% | Sep 2024 |
|
| Asset Planning Corporation | 21k | $758k | 17% | Sep 2024 |
|
| TCI Wealth Advisors | 21k | $737k | 67% | Sep 2024 |
|
| Farther Finance Advisors | 21k | $733k | 26904% | Sep 2024 |
|
| LPL Financial | 19k | $665k | 1% | Sep 2024 |
|
| Chicago Partners Investment | 18k | $633k | 6% | Sep 2024 |
|
| LifePro Asset Management | 18k | $657k | 62% | Sep 2024 |
|
| Modera Wealth Management | 18k | $644k | 1% | Sep 2024 |
|
| Cordant | 18k | $638k | 1% | Sep 2024 |
|
| Advisory Services & Investments | 16k | $583k | 0% | Sep 2024 |
|
| Creative Capital Management Investments | 16k | $571k | 88% | Sep 2024 |
|
| Level Financial Advisors | 16k | $561k | 6% | Sep 2024 |
|
| Grand Wealth Management | 15k | $541k | -4% | Sep 2024 |
|
| Walden Wealth Partners | 15k | $496k | 0% | Jun 2024 |
|
| Private Advisor | 15k | $533k | 6% | Sep 2024 |
|
| Fiduciary Financial Group | 14k | $490k | 56% | Sep 2024 |
|
| North Ridge Wealth Advisors | 13k | $440k | -4% | Jun 2024 |
|
| Passive Capital Management | 13k | $468k | 0% | Sep 2024 |
|
| Equita Financial Network | 13k | $446k | 100% | Sep 2024 |
|
| Investment Advisory Group | 12k | $439k | 0% | Sep 2024 |
|
| HighTower Advisors | 12k | $389k | 4% | Jun 2024 |
|
| Geometric Wealth Advisors | 11k | $406k | 100% | Sep 2024 |
|
| Keel Point | 11k | $375k | 100% | Jun 2024 |
|
| WPWealth | 11k | $396k | 100% | Sep 2024 |
|
| Financial Connections Group | 11k | $374k | 1% | Sep 2024 |
|
| Tanager Wealth Management | 10k | $372k | 15% | Sep 2024 |
|
| UMA Financial Services | 10k | $357k | -4% | Sep 2024 |
|
| Beacon Pointe Advisors | 10k | $360k | 0% | Sep 2024 |
|
| Mariner Wealth Advisors | 9.6k | $342k | 10% | Sep 2024 |
|
| EnRich Financial Partners | 9.4k | $337k | 5% | Sep 2024 |
|
| Diversify Wealth Management | 9.4k | $322k | -8% | Sep 2024 |
|
| Delap Wealth Advisory | 9.1k | $327k | 100% | Sep 2024 |
|
| AdvisorNet Financial | 9.1k | $326k | 0% | Sep 2024 |
|
| Altiora Financial Group | 9.1k | $325k | 0% | Sep 2024 |
|
| Meritas Wealth Management | 9.0k | $320k | 100% | Sep 2024 |
|
| Advisor Group Holdings | 8.4k | $301k | 100% | Sep 2024 |
|
| Frank, Rimerman Advisors | 8.3k | $297k | 0% | Sep 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.1k | $288k | -2% | Sep 2024 |
|
| Rehmann Capital Advisory | 7.8k | $279k | 7% | Sep 2024 |
|
| von Borstel & Associates | 7.7k | $275k | 100% | Sep 2024 |
|
| Orion Capital Management | 7.7k | $274k | -22% | Sep 2024 |
|
| Ruedi Wealth Management | 7.2k | $257k | 100% | Sep 2024 |
|
| Hanson McClain Advisors | 7.1k | $255k | 0% | Sep 2024 |
|
| Morling Financial Advisors | 7.1k | $254k | -12% | Sep 2024 |
|
| RHS Financial | 6.9k | $246k | 10% | Sep 2024 |
|
| Envision Financial Planning | 6.8k | $245k | 100% | Sep 2024 |
|
| Mills Wealth Advisors | 6.7k | $239k | 1% | Sep 2024 |
|
| Pine Harbor Wealth Management | 6.6k | $235k | 100% | Sep 2024 |
|
| Family Wealth Partners | 6.5k | $234k | 1% | Sep 2024 |
|
| Caprock | 6.4k | $230k | 100% | Sep 2024 |
|
| Acorn Creek Capital | 6.4k | $230k | -3% | Sep 2024 |
|
| Red Tortoise | 6.2k | $221k | 0% | Sep 2024 |
|
| Monument Group Wealth Advisors | 6.1k | $219k | 0% | Sep 2024 |
|
| Foster Group | 5.6k | $201k | 100% | Sep 2024 |
|
| Cardiff Park Advisors | 4.4k | $144k | 1% | Jun 2024 |
|
| McClarren Financial Advisors | 3.7k | $133k | 5642% | Sep 2024 |
|
| Red Lighthouse Investment Management | 3.3k | $117k | 8% | Sep 2024 |
|
| Glassman Wealth Services | 3.0k | $107k | 3% | Sep 2024 |
|
| True Wealth Design | 3.0k | $106k | 0% | Sep 2024 |
|
| Hartland & Co | 2.9k | $103k | 0% | Sep 2024 |
|
| Tortoise Investment Management | 2.4k | $87k | 91% | Sep 2024 |
|
| Jpmorgan Chase & Co | 2.1k | $75k | 2% | Sep 2024 |
|
| Bellevue Asset Management | 2.0k | $72k | 0% | Sep 2024 |
|
| JFS Wealth Advisors | 1.8k | $63k | -7% | Sep 2024 |
|
| LRI Investments | 1.5k | $51k | 0% | Sep 2024 |
|
| Criterion Capital Advisors | 1.5k | $49k | 0% | Sep 2024 |
|
| C.M. Bidwell & Associates | 1.3k | $47k | 0% | Sep 2024 |
|
| Belpointe Asset Management | 1.1k | $36k | 100% | Jun 2024 |
|
| Signature Resources Capital Management | 1.0k | $38k | 0% | Sep 2024 |
|
| Cherry Tree Wealth Management | 713.00 | $26k | 0% | Sep 2024 |
|
| Glass Jacobson Investment Advisors | 620.00 | $22k | 24% | Sep 2024 |
|
| Morris Financial Concepts | 385.00 | $14k | 100% | Sep 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 255.00 | $9.1k | 183% | Sep 2024 |
|
| Aptus Capital Advisors | 193.00 | $6.9k | 35% | Sep 2024 |
|
| Blume Capital Management | 150.00 | $5.4k | 0% | Sep 2024 |
|
| McIlrath & Eck | 129.00 | $4.6k | 0% | Sep 2024 |
|
| Strategic Investment Solutions | 101.00 | $3.6k | 1% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 207k | $7.0M |
| Elser Financial Planning | Jun 2024 | 172k | $5.7M |
| Graves-Light Private Wealth Management | Mar 2024 | 6.0k | $202k |
| Zrc Wealth Management | Jun 2024 | 460.00 | $15k |