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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 945k | $34M | 4% | Sep 2024 |
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| Awm Capital | 659k | $22M | 33% | Jun 2024 |
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| Francis Financial | 583k | $21M | 14% | Sep 2024 |
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| Merriman Wealth Management | 568k | $20M | 2% | Sep 2024 |
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| Vista Wealth Management Group | 524k | $19M | 5% | Sep 2024 |
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| Abacus Wealth Partners | 498k | $18M | 8% | Sep 2024 |
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| Retirement Solution | 405k | $15M | -2% | Sep 2024 |
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| Forum Financial Management | 285k | $10M | 2% | Sep 2024 |
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| Greenspring Advisors | 204k | $7.3M | 0% | Sep 2024 |
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| Planning Center | 202k | $7.2M | 0% | Sep 2024 |
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| Pathstone Holdings | 189k | $6.7M | 27% | Sep 2024 |
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| Heritage Financial Services | 166k | $5.9M | 3% | Sep 2024 |
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| New Capital Management | 140k | $5.0M | -1% | Sep 2024 |
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| CI Private Wealth | 133k | $4.8M | 5% | Sep 2024 |
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| Asset Dedication | 133k | $4.7M | 13% | Sep 2024 |
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| Five Oceans Advisors | 126k | $4.5M | 2% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 115k | $3.8M | 0% | Jun 2024 |
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| Apella Capital | 102k | $3.6M | 20% | Sep 2024 |
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| Resources Investment Advisors | 100k | $3.6M | 19% | Sep 2024 |
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| Sontag Advisory | 97k | $3.5M | 100% | Sep 2024 |
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| RW Investment Management | 94k | $3.4M | 5% | Sep 2024 |
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| Jane Street | 91k | $3.3M | -45% | Sep 2024 |
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| Goss Wealth Management | 89k | $2.9M | 9% | Jun 2024 |
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| RAM Investment Partners | 89k | $3.2M | 23% | Sep 2024 |
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| Quarry Hill Advisors | 89k | $3.2M | 2% | Sep 2024 |
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| Wealth Architects | 78k | $2.8M | 25% | Sep 2024 |
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| Perigon Wealth Management | 77k | $2.8M | 0% | Sep 2024 |
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| Truepoint | 73k | $2.6M | 32% | Sep 2024 |
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| Addison Advisors | 71k | $2.5M | 47% | Sep 2024 |
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| Savant Capital Management | 67k | $2.4M | 4% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 67k | $2.4M | 5% | Sep 2024 |
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| Buckingham Strategic Partners | 61k | $2.2M | 73% | Sep 2024 |
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| Northland Capital Management | 60k | $2.1M | -1% | Sep 2024 |
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| Garde Capital | 57k | $1.9M | 3% | Jun 2024 |
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| Revolve Wealth Partners | 54k | $1.9M | 12% | Sep 2024 |
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| Trellis Wealth Advisors | 53k | $1.9M | 5% | Sep 2024 |
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| Hutchinson Capital Management | 46k | $1.6M | 0% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 44k | $1.6M | 1% | Sep 2024 |
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| Waypoint Wealth Partners | 43k | $1.5M | -2% | Sep 2024 |
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| Brighton Jones | 41k | $1.5M | 19% | Sep 2024 |
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| Syverson Strege & Co | 41k | $1.5M | 5% | Sep 2024 |
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| Private Ocean | 41k | $1.4M | 0% | Jun 2024 |
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| Parkside Financial Bank & Trust | 37k | $1.3M | 9% | Sep 2024 |
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| Commonwealth Equity Services | 37k | $1.3M | 6% | Sep 2024 |
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| BetterWealth | 36k | $1.3M | -2% | Sep 2024 |
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| Pure Financial Advisors | 36k | $1.3M | 298% | Sep 2024 |
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| Flow Traders US | 35k | $1.3M | -34% | Sep 2024 |
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| Nwam | 35k | $1.3M | 100% | Sep 2024 |
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| MB Generational Wealth | 35k | $1.2M | 2% | Sep 2024 |
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| Cook Wealth Management Group | 32k | $1.1M | -5% | Sep 2024 |
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| DiNuzzo Private Wealth | 29k | $1.0M | 1% | Sep 2024 |
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| Buckingham Asset Management | 26k | $865k | 5% | Jun 2024 |
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| Colony | 26k | $938k | 100% | Sep 2024 |
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| Ohe Financial | 25k | $906k | 0% | Sep 2024 |
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| Susquehanna International | 25k | $891k | 100% | Sep 2024 |
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| Shira Ridge Wealth Management | 25k | $877k | 0% | Sep 2024 |
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| Kestra Advisory Services | 24k | $865k | 38% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 24k | $856k | 8% | Sep 2024 |
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| Carlson Capital Management | 23k | $820k | 29% | Sep 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 22k | $775k | 17% | Sep 2024 |
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| Asset Planning Corporation | 21k | $758k | 17% | Sep 2024 |
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| TCI Wealth Advisors | 21k | $737k | 67% | Sep 2024 |
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| Farther Finance Advisors | 21k | $733k | 26904% | Sep 2024 |
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| LPL Financial | 19k | $665k | 1% | Sep 2024 |
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| Chicago Partners Investment | 18k | $633k | 6% | Sep 2024 |
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| LifePro Asset Management | 18k | $657k | 62% | Sep 2024 |
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| Modera Wealth Management | 18k | $644k | 1% | Sep 2024 |
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| Cordant | 18k | $638k | 1% | Sep 2024 |
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| Advisory Services & Investments | 16k | $583k | 0% | Sep 2024 |
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| Creative Capital Management Investments | 16k | $571k | 88% | Sep 2024 |
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| Level Financial Advisors | 16k | $561k | 6% | Sep 2024 |
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| Grand Wealth Management | 15k | $541k | -4% | Sep 2024 |
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| Walden Wealth Partners | 15k | $496k | 0% | Jun 2024 |
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| Private Advisor | 15k | $533k | 6% | Sep 2024 |
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| Fiduciary Financial Group | 14k | $490k | 56% | Sep 2024 |
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| North Ridge Wealth Advisors | 13k | $440k | -4% | Jun 2024 |
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| Passive Capital Management | 13k | $468k | 0% | Sep 2024 |
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| Equita Financial Network | 13k | $446k | 100% | Sep 2024 |
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| Investment Advisory Group | 12k | $439k | 0% | Sep 2024 |
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| HighTower Advisors | 12k | $389k | 4% | Jun 2024 |
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| Geometric Wealth Advisors | 11k | $406k | 100% | Sep 2024 |
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| Keel Point | 11k | $375k | 100% | Jun 2024 |
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| WPWealth | 11k | $396k | 100% | Sep 2024 |
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| Financial Connections Group | 11k | $374k | 1% | Sep 2024 |
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| Tanager Wealth Management | 10k | $372k | 15% | Sep 2024 |
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| UMA Financial Services | 10k | $357k | -4% | Sep 2024 |
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| Beacon Pointe Advisors | 10k | $360k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 9.6k | $342k | 10% | Sep 2024 |
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| EnRich Financial Partners | 9.4k | $337k | 5% | Sep 2024 |
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| Diversify Wealth Management | 9.4k | $322k | -8% | Sep 2024 |
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| Delap Wealth Advisory | 9.1k | $327k | 100% | Sep 2024 |
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| AdvisorNet Financial | 9.1k | $326k | 0% | Sep 2024 |
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| Altiora Financial Group | 9.1k | $325k | 0% | Sep 2024 |
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| Meritas Wealth Management | 9.0k | $320k | 100% | Sep 2024 |
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| Advisor Group Holdings | 8.4k | $301k | 100% | Sep 2024 |
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| Frank, Rimerman Advisors | 8.3k | $297k | 0% | Sep 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.1k | $288k | -2% | Sep 2024 |
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| von Borstel & Associates | 7.7k | $275k | 100% | Sep 2024 |
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| Rehmann Capital Advisory | 7.3k | $241k | 0% | Jun 2024 |
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| Ruedi Wealth Management | 7.2k | $257k | 100% | Sep 2024 |
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| Hanson McClain Advisors | 7.1k | $255k | 0% | Sep 2024 |
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| Morling Financial Advisors | 7.1k | $254k | -12% | Sep 2024 |
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| RHS Financial | 6.9k | $246k | 10% | Sep 2024 |
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| Envision Financial Planning | 6.8k | $245k | 100% | Sep 2024 |
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| Mills Wealth Advisors | 6.7k | $239k | 1% | Sep 2024 |
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| Pine Harbor Wealth Management | 6.6k | $235k | 100% | Sep 2024 |
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| Family Wealth Partners | 6.5k | $234k | 1% | Sep 2024 |
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| Caprock | 6.4k | $230k | 100% | Sep 2024 |
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| Acorn Creek Capital | 6.4k | $230k | -3% | Sep 2024 |
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| Red Tortoise | 6.2k | $221k | 0% | Sep 2024 |
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| Monument Group Wealth Advisors | 6.1k | $219k | 0% | Sep 2024 |
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| Foster Group | 5.6k | $201k | 100% | Sep 2024 |
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| Cardiff Park Advisors | 4.4k | $144k | 1% | Jun 2024 |
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| McClarren Financial Advisors | 3.7k | $133k | 5642% | Sep 2024 |
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| Red Lighthouse Investment Management | 3.3k | $117k | 8% | Sep 2024 |
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| Glassman Wealth Services | 3.0k | $107k | 3% | Sep 2024 |
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| True Wealth Design | 3.0k | $106k | 0% | Sep 2024 |
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| Hartland & Co | 2.9k | $103k | 0% | Sep 2024 |
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| Tortoise Investment Management | 2.4k | $87k | 91% | Sep 2024 |
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| Jpmorgan Chase & Co | 2.1k | $75k | 2% | Sep 2024 |
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| Bellevue Asset Management | 2.0k | $72k | 0% | Sep 2024 |
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| JFS Wealth Advisors | 1.8k | $63k | -7% | Sep 2024 |
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| LRI Investments | 1.5k | $51k | 0% | Sep 2024 |
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| Criterion Capital Advisors | 1.5k | $49k | 0% | Sep 2024 |
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| C.M. Bidwell & Associates | 1.3k | $47k | 0% | Sep 2024 |
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| Belpointe Asset Management | 1.1k | $36k | 100% | Jun 2024 |
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| Signature Resources Capital Management | 1.0k | $38k | 0% | Sep 2024 |
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| Cherry Tree Wealth Management | 713.00 | $26k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 620.00 | $22k | 24% | Sep 2024 |
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| Morris Financial Concepts | 385.00 | $14k | 100% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 255.00 | $9.1k | 183% | Sep 2024 |
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| Aptus Capital Advisors | 193.00 | $6.9k | 35% | Sep 2024 |
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| Blume Capital Management | 150.00 | $5.4k | 0% | Sep 2024 |
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| Strategic Investment Solutions | 101.00 | $3.6k | 1% | Sep 2024 |
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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 |