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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Quantum Financial Advisors | 883k | $28M | 1% | Dec 2023 |
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Francis Financial | 462k | $16M | 11% | Mar 2024 |
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Abacus Wealth Partners | 435k | $15M | 2% | Mar 2024 |
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AE Wealth Management | 410k | $13M | 3% | Dec 2023 |
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Retirement Solution | 407k | $13M | 2% | Dec 2023 |
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Vista Wealth Management Group | 379k | $12M | 4% | Dec 2023 |
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Awm Capital | 325k | $10M | -46% | Dec 2023 |
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Forum Financial Management | 241k | $7.7M | 91% | Dec 2023 |
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Greenspring Advisors | 204k | $6.5M | 0% | Dec 2023 |
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Planning Center | 192k | $6.1M | 40% | Dec 2023 |
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New Capital Management | 135k | $4.6M | -19% | Mar 2024 |
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CI Private Wealth | 133k | $4.3M | 1044% | Dec 2023 |
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Five Oceans Advisors | 123k | $4.1M | 19% | Mar 2024 |
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Heritage Financial Services | 122k | $3.9M | 3% | Dec 2023 |
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Pathstone Holdings | 122k | $3.9M | 100% | Dec 2023 |
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Wealth Enhancement Advisory Services | 115k | $3.9M | 9% | Mar 2024 |
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Asset Dedication | 104k | $3.5M | 11% | Mar 2024 |
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Jane Street | 85k | $2.7M | -73% | Dec 2023 |
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Apella Capital | 71k | $2.4M | 201% | Mar 2024 |
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Flow Traders US | 68k | $2.2M | -20% | Dec 2023 |
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Quarry Hill Advisors | 66k | $2.1M | 66% | Dec 2023 |
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Savant Capital Management | 57k | $1.8M | 71% | Dec 2023 |
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Northland Capital Management | 50k | $1.6M | 2% | Dec 2023 |
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RAM Investment Partners | 48k | $1.5M | -1% | Dec 2023 |
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Perigon Wealth Management | 48k | $1.5M | 100% | Dec 2023 |
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Nwam | 46k | $1.5M | 5% | Dec 2023 |
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Hutchinson Capital Management | 43k | $1.4M | 28% | Dec 2023 |
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Buckingham Strategic Partners | 43k | $1.4M | 21% | Dec 2023 |
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Private Ocean | 41k | $1.4M | 0% | Mar 2024 |
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Trellis Wealth Advisors | 41k | $1.3M | -47% | Dec 2023 |
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Syverson Strege & Co | 41k | $1.3M | 100% | Dec 2023 |
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Revolve Wealth Partners | 38k | $1.3M | 39% | Mar 2024 |
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Truepoint | 37k | $1.2M | 1% | Dec 2023 |
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MB Generational Wealth | 37k | $1.2M | 100% | Dec 2023 |
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BetterWealth | 35k | $1.1M | 4% | Dec 2023 |
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Parkside Financial Bank & Trust | 34k | $1.1M | 100% | Dec 2023 |
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Rockbridge Investment Management, LCC | 31k | $984k | 100% | Dec 2023 |
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DiNuzzo Private Wealth | 30k | $946k | 100% | Dec 2023 |
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Cook Wealth Management Group | 29k | $908k | 100% | Dec 2023 |
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Addison Advisors | 28k | $894k | 276% | Dec 2023 |
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Shira Ridge Wealth Management | 24k | $816k | 3% | Mar 2024 |
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Wealth Architects | 24k | $763k | 13% | Dec 2023 |
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Commonwealth Equity Services | 23k | $721k | 0% | Dec 2023 |
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Buckingham Asset Management | 21k | $687k | -13% | Dec 2023 |
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Henrickson Nauta Wealth Advisors | 21k | $695k | 1% | Mar 2024 |
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Modera Wealth Management | 20k | $649k | 0% | Dec 2023 |
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Grand Wealth Management | 18k | $568k | -4% | Dec 2023 |
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Cordant | 17k | $577k | 26% | Mar 2024 |
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Carlson Capital Management | 17k | $572k | -3% | Mar 2024 |
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Schwarz Dygos Wheeler Investment Advisors | 17k | $544k | 17% | Dec 2023 |
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Advisory Services & Investments | 17k | $560k | 100% | Mar 2024 |
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Warren Averett Asset Management | 16k | $505k | -27% | Dec 2023 |
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Walden Wealth Partners | 15k | $482k | 100% | Dec 2023 |
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Waypoint Wealth Partners | 15k | $472k | 5% | Dec 2023 |
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North Ridge Wealth Advisors | 14k | $446k | -25% | Dec 2023 |
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Chicago Partners Investment | 14k | $438k | 0% | Dec 2023 |
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Investment Advisory Group | 12k | $393k | 0% | Dec 2023 |
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Kestra Advisory Services | 12k | $382k | 100% | Dec 2023 |
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HighTower Advisors | 11k | $362k | 43% | Dec 2023 |
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UMA Financial Services | 11k | $357k | 100% | Mar 2024 |
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TCI Wealth Advisors | 9.6k | $308k | 0% | Dec 2023 |
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Orion Capital Management | 9.3k | $300k | 4% | Dec 2023 |
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AdvisorNet Financial | 9.3k | $312k | -51% | Mar 2024 |
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Tanager Wealth Management | 8.5k | $271k | 100% | Dec 2023 |
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RHS Financial | 7.2k | $241k | 100% | Mar 2024 |
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Morling Financial Advisors | 7.1k | $227k | 100% | Dec 2023 |
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Acorn Creek Capital | 6.3k | $201k | 100% | Dec 2023 |
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Red Tortoise | 6.1k | $194k | 0% | Dec 2023 |
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Financial Connections Group | 5.4k | $173k | 9% | Dec 2023 |
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Cardiff Park Advisors | 4.0k | $128k | 0% | Dec 2023 |
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McClarren Financial Advisors | 3.6k | $115k | -20% | Dec 2023 |
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Glassman Wealth Services | 3.3k | $107k | 9% | Dec 2023 |
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Hanson McClain Advisors | 3.0k | $96k | 0% | Dec 2023 |
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Red Lighthouse Investment Management | 2.9k | $92k | 0% | Dec 2023 |
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True Wealth Design | 2.7k | $87k | 100% | Dec 2023 |
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Elevate Wealth Advisory | 2.4k | $77k | 100% | Dec 2023 |
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JFS Wealth Advisors | 2.0k | $66k | 0% | Dec 2023 |
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Creative Capital Management Investments | 1.8k | $56k | 20% | Dec 2023 |
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Criterion Capital Advisors | 1.4k | $48k | 127% | Mar 2024 |
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Cherry Tree Wealth Management | 713.00 | $23k | 0% | Dec 2023 |
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Signature Resources Capital Management | 687.00 | $22k | 0% | Mar 2024 |
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Level Financial Advisors | 513.00 | $16k | 134% | Dec 2023 |
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Zrc Wealth Management | 452.00 | $13k | 0% | Dec 2023 |
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Farther Finance Advisors | 436.00 | $14k | 0% | Dec 2023 |
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Mendota Financial Group | 394.00 | $13k | 100% | Dec 2023 |
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Jpmorgan Chase & Co | 362.00 | $12k | -85% | Dec 2023 |
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Tortoise Investment Management | 340.00 | $11k | 0% | Dec 2023 |
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Blume Capital Management | 150.00 | $4.8k | 0% | Dec 2023 |
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McIlrath & Eck | 129.00 | $4.1k | 0% | Dec 2023 |
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Glass Jacobson Investment Advisors | 100.00 | $3.2k | 0% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 89.00 | $2.9k | -96% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Sep 2023 | 57k | $1.6M |
Brighton Jones | Sep 2023 | 8.8k | $252k |
Annapolis Financial Services | Dec 2023 | 1.4k | $46k |
Wells Fargo & Company | Sep 2023 | 1.2k | $35k |