Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSI
- CUSIP Number: 25434v690
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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 | 1.0M | $34M | 13% | Dec 2024 |
|
| Quantum Financial Advisors | 922k | $30M | -2% | Dec 2024 |
|
| Francis Financial | 641k | $21M | 10% | Dec 2024 |
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| Merriman Wealth Management | 588k | $19M | 4% | Dec 2024 |
|
| Vista Wealth Management Group | 585k | $19M | 12% | Dec 2024 |
|
| Abacus Wealth Partners | 532k | $18M | 7% | Dec 2024 |
|
| Retirement Solution | 405k | $13M | 0% | Dec 2024 |
|
| Forum Financial Management | 301k | $9.9M | 6% | Dec 2024 |
|
| Citrine Capital | 297k | $9.8M | 100% | Dec 2024 |
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| Pathstone Holdings | 274k | $9.1M | 45% | Dec 2024 |
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| Elser Financial Planning | 223k | $7.3M | 100% | Dec 2024 |
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| Balanced Rock Investment Advisors | 198k | $6.5M | 100% | Dec 2024 |
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| Planning Center | 197k | $6.5M | -3% | Dec 2024 |
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| Willow Creek Wealth Management | 196k | $6.4M | 100% | Dec 2024 |
|
| Heritage Financial Services | 178k | $5.8M | 7% | Dec 2024 |
|
| Five Oceans Advisors | 176k | $5.8M | 39% | Dec 2024 |
|
| New Capital Management | 153k | $5.0M | 9% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 145k | $5.1M | 1% | Mar 2025 |
|
| Apella Capital | 145k | $4.9M | 28% | Mar 2025 |
|
| CI Private Wealth | 137k | $4.5M | 3% | Dec 2024 |
|
| Asset Dedication | 129k | $4.3M | -3% | Dec 2024 |
|
| Resources Investment Advisors | 114k | $3.7M | 14% | Dec 2024 |
|
| Greenspring Advisors | 114k | $4.0M | -44% | Mar 2025 |
|
| Goss Wealth Management | 100k | $3.3M | 8% | Dec 2024 |
|
| RAM Investment Partners | 97k | $3.2M | 9% | Dec 2024 |
|
| Quarry Hill Advisors | 95k | $3.1M | 7% | Dec 2024 |
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| RW Investment Management | 93k | $3.1M | -1% | Dec 2024 |
|
| Jane Street | 93k | $3.1M | 2% | Dec 2024 |
|
| Archer Investment Management | 88k | $3.1M | 0% | Mar 2025 |
|
| Wealth Architects | 86k | $2.8M | 11% | Dec 2024 |
|
| Addison Advisors | 83k | $2.7M | 17% | Dec 2024 |
|
| Buckingham Strategic Partners | 82k | $2.7M | 33% | Dec 2024 |
|
| Savant Capital Management | 81k | $2.7M | 20% | Dec 2024 |
|
| Garde Capital | 80k | $2.6M | 1% | Dec 2024 |
|
| Perigon Wealth Management | 78k | $2.6M | 0% | Dec 2024 |
|
| Truepoint | 75k | $2.5M | 2% | Dec 2024 |
|
| Cardinal Point Capital Management, ULC | 69k | $2.3M | 3% | Dec 2024 |
|
| Revolve Wealth Partners | 66k | $2.3M | 9% | Mar 2025 |
|
| Sontag Advisory | 63k | $2.1M | -35% | Dec 2024 |
|
| Pure Financial Advisors | 56k | $1.8M | 54% | Dec 2024 |
|
| Waypoint Wealth Partners | 56k | $1.8M | 30% | Dec 2024 |
|
| Brighton Jones | 53k | $1.8M | 29% | Dec 2024 |
|
| Northland Capital Management | 52k | $1.7M | -13% | Dec 2024 |
|
| Trellis Wealth Advisors | 50k | $1.6M | -6% | Dec 2024 |
|
| Martin Worley Group | 47k | $1.5M | 100% | Dec 2024 |
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| Hutchinson Capital Management | 46k | $1.5M | 0% | Dec 2024 |
|
| Rockbridge Investment Management, LCC | 46k | $1.5M | 4% | Dec 2024 |
|
| Syverson Strege & Co | 43k | $1.4M | 5% | Dec 2024 |
|
| Henrickson Nauta Wealth Advisors | 43k | $1.4M | 55% | Mar 2025 |
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| Nwam | 42k | $1.4M | 21% | Dec 2024 |
|
| Betterment | 40k | $1.3M | 101% | Dec 2024 |
|
| Commonwealth Equity Services | 39k | $1.3M | 5% | Dec 2024 |
|
| EP Wealth Advisors | 38k | $1.2M | 100% | Dec 2024 |
|
| Parkside Financial Bank & Trust | 38k | $1.2M | 1% | Dec 2024 |
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| BetterWealth | 37k | $1.2M | 3% | Dec 2024 |
|
| MB Generational Wealth | 35k | $1.2M | 2% | Dec 2024 |
|
| Cook Wealth Management Group | 33k | $1.1M | 1% | Dec 2024 |
|
| Carlson Capital Management | 31k | $1.0M | 37% | Dec 2024 |
|
| DiNuzzo Private Wealth | 30k | $994k | 3% | Dec 2024 |
|
| Level Financial Advisors | 27k | $938k | 2% | Mar 2025 |
|
| Farther Finance Advisors | 27k | $934k | 6% | Mar 2025 |
|
| Colony | 26k | $863k | 0% | Dec 2024 |
|
| Kestra Advisory Services | 26k | $841k | 6% | Dec 2024 |
|
| Jentner | 25k | $821k | 100% | Dec 2024 |
|
| Ohe Financial | 24k | $795k | -5% | Dec 2024 |
|
| Babb Wealth Advisors | 23k | $749k | 100% | Dec 2024 |
|
| Modera Wealth Management | 22k | $734k | 24% | Dec 2024 |
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| TCI Wealth Advisors | 22k | $731k | 8% | Dec 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 22k | $713k | 0% | Dec 2024 |
|
| Cordant | 22k | $713k | 22% | Dec 2024 |
|
| Asset Planning Corporation | 21k | $700k | 1% | Dec 2024 |
|
| Creative Capital Management Investments | 21k | $695k | 32% | Dec 2024 |
|
| Simplicity Wealth | 21k | $718k | 100% | Mar 2025 |
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| LPL Financial | 21k | $674k | 10% | Dec 2024 |
|
| Compass Capital Corp | 19k | $625k | 100% | Dec 2024 |
|
| Chicago Partners Investment | 19k | $626k | 3% | Dec 2024 |
|
| Shira Ridge Wealth Management | 19k | $662k | -23% | Mar 2025 |
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| Delap Wealth Advisory | 18k | $587k | 95% | Dec 2024 |
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| Grand Wealth Management | 16k | $508k | 2% | Dec 2024 |
|
| Fiduciary Financial Group | 15k | $505k | -11% | Mar 2025 |
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| United Wealth Management | 15k | $482k | 100% | Dec 2024 |
|
| von Borstel & Associates | 15k | $475k | 87% | Dec 2024 |
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| Geometric Wealth Advisors | 14k | $442k | 19% | Dec 2024 |
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| Tanager Wealth Management | 13k | $439k | 28% | Dec 2024 |
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| Passive Capital Management | 13k | $430k | 0% | Dec 2024 |
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| AdvisorNet Financial | 13k | $453k | 17% | Mar 2025 |
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| Wealth Advisors Northwest | 13k | $453k | 15% | Mar 2025 |
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| Warren Averett Asset Management | 13k | $425k | 0% | Dec 2024 |
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| Investment Advisory Group | 12k | $428k | 0% | Mar 2025 |
|
| Private Advisor | 12k | $400k | -18% | Dec 2024 |
|
| WPWealth | 12k | $398k | 9% | Dec 2024 |
|
| McGrath & Associates | 12k | $421k | 100% | Mar 2025 |
|
| Equita Financial Network | 12k | $392k | -4% | Dec 2024 |
|
| Keel Point | 11k | $368k | 0% | Dec 2024 |
|
| Bridge Generations Wealth Management | 11k | $367k | 100% | Dec 2024 |
|
| HighTower Advisors | 11k | $353k | -9% | Dec 2024 |
|
| Financial Connections Group | 11k | $351k | 2% | Dec 2024 |
|
| UMA Financial Services | 10k | $337k | 0% | Dec 2024 |
|
| Citadel Advisors | 10k | $333k | 100% | Dec 2024 |
|
| Beacon Pointe Advisors | 10k | $330k | 0% | Dec 2024 |
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| Flagstone Financial Management | 9.9k | $327k | 100% | Dec 2024 |
|
| Meritas Wealth Management | 9.9k | $346k | 0% | Mar 2025 |
|
| Freedom Financial Partners | 9.7k | $339k | 100% | Mar 2025 |
|
| Mariner Wealth Advisors | 9.6k | $314k | 0% | Dec 2024 |
|
| EnRich Financial Partners | 9.5k | $313k | 1% | Dec 2024 |
|
| Diversify Wealth Management | 9.4k | $304k | 0% | Dec 2024 |
|
| Rehmann Capital Advisory | 9.3k | $306k | 19% | Dec 2024 |
|
| Altiora Financial Group | 9.1k | $299k | 0% | Dec 2024 |
|
| Morling Financial Advisors | 8.3k | $274k | 17% | Dec 2024 |
|
| First Financial Group Corp | 8.3k | $274k | 100% | Dec 2024 |
|
| Frank, Rimerman Advisors | 8.3k | $273k | 0% | Dec 2024 |
|
| Orion Capital Management | 8.0k | $263k | 5% | Dec 2024 |
|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.0k | $263k | -1% | Dec 2024 |
|
| RHS Financial | 7.6k | $250k | 10% | Dec 2024 |
|
| Vermillion Wealth Management | 7.6k | $249k | 100% | Dec 2024 |
|
| Wolfstich Capital | 7.6k | $249k | 100% | Dec 2024 |
|
| Monument Group Wealth Advisors | 7.4k | $244k | 21% | Dec 2024 |
|
| Joel Adams & Associates | 7.3k | $241k | 100% | Dec 2024 |
|
| Ruedi Wealth Management | 7.2k | $236k | 0% | Dec 2024 |
|
| Wealth Management Strategies | 7.2k | $2.4k | 100% | Dec 2024 |
|
| Envision Financial Planning | 7.1k | $233k | 3% | Dec 2024 |
|
| Hanson McClain Advisors | 7.0k | $238k | -1% | Dec 2024 |
|
| Mills Wealth Advisors | 6.7k | $220k | 0% | Dec 2024 |
|
| Family Wealth Partners | 6.6k | $217k | 1% | Dec 2024 |
|
| Acorn Creek Capital | 6.4k | $212k | 0% | Dec 2024 |
|
| Caprock | 6.4k | $211k | 0% | Dec 2024 |
|
| Pine Harbor Wealth Management | 6.4k | $211k | -3% | Dec 2024 |
|
| Red Tortoise | 6.2k | $204k | 0% | Dec 2024 |
|
| First Affirmative Financial Network | 6.2k | $216k | 100% | Mar 2025 |
|
| Graves-Light Private Wealth Management | 6.0k | $209k | 100% | Mar 2025 |
|
| Foster Group | 5.9k | $207k | 100% | Mar 2025 |
|
| Morris Financial Concepts | 5.2k | $171k | 1254% | Dec 2024 |
|
| Cardiff Park Advisors | 4.4k | $145k | 1% | Dec 2024 |
|
| Advisor Group Holdings | 4.2k | $151k | -50% | Dec 2024 |
|
| True Wealth Design | 3.5k | $114k | 17% | Dec 2024 |
|
| Red Lighthouse Investment Management | 3.3k | $108k | 0% | Dec 2024 |
|
| Glassman Wealth Services | 3.2k | $105k | 7% | Dec 2024 |
|
| Jpmorgan Chase & Co | 3.1k | $101k | 47% | Dec 2024 |
|
| LRI Investments | 3.1k | $101k | 102% | Dec 2024 |
|
| Hartland & Co | 2.9k | $95k | 0% | Dec 2024 |
|
| Curio Wealth | 2.7k | $90k | 100% | Dec 2024 |
|
| Tortoise Investment Management | 2.4k | $80k | 0% | Dec 2024 |
|
| Coston, McIsaac & Partners | 1.8k | $60k | 100% | Dec 2024 |
|
| JFS Wealth Advisors | 1.6k | $53k | -8% | Dec 2024 |
|
| Criterion Capital Advisors | 1.5k | $49k | 0% | Dec 2024 |
|
| C.M. Bidwell & Associates | 1.3k | $43k | 0% | Dec 2024 |
|
| Parkworth Wealth Management | 1.3k | $43k | 100% | Dec 2024 |
|
| Signature Resources Capital Management | 1.0k | $37k | 0% | Mar 2025 |
|
| Cherry Tree Wealth Management | 713.00 | $23k | 0% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 624.00 | $21k | 1% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2024 | 36k | $1.3M |
| Flow Traders US | Sep 2024 | 35k | $1.3M |
| Susquehanna International | Sep 2024 | 25k | $891k |
| Millennium Management | Sep 2024 | 11k | $399k |
| McClarren Financial Advisors | Sep 2024 | 3.7k | $133k |
| Bellevue Asset Management | Sep 2024 | 2.0k | $72k |
| Belpointe Asset Management | Sep 2024 | 1.1k | $40k |