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 | 1.1M | $38M | 7% | Mar 2025 |
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| Quantum Financial Advisors | 927k | $32M | 1% | Mar 2025 |
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| Francis Financial | 641k | $21M | 10% | Dec 2024 |
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| Colony | 621k | $22M | 2265% | Mar 2025 |
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| Merriman Wealth Management | 588k | $19M | 4% | Dec 2024 |
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| Vista Wealth Management Group | 567k | $20M | -3% | Mar 2025 |
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| Abacus Wealth Partners | 530k | $19M | 0% | Mar 2025 |
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| LongView Asset Management | 426k | $15M | 100% | Mar 2025 |
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| Retirement Solution | 377k | $13M | -7% | Mar 2025 |
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| Citrine Capital | 315k | $11M | 6% | Mar 2025 |
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| Forum Financial Management | 298k | $10M | -1% | Mar 2025 |
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| Pathstone Holdings | 274k | $9.6M | 0% | Mar 2025 |
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| Planning Center | 208k | $7.3M | 6% | Mar 2025 |
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| Balanced Rock Investment Advisors | 201k | $7.0M | 2% | Mar 2025 |
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| Willow Creek Wealth Management | 196k | $6.4M | 100% | Dec 2024 |
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| Citadel Advisors | 189k | $6.6M | 1765% | Mar 2025 |
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| New Capital Management | 179k | $6.2M | 16% | Mar 2025 |
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| Heritage Financial Services | 172k | $6.0M | -3% | Mar 2025 |
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| Five Oceans Advisors | 154k | $5.4M | -13% | Mar 2025 |
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| Jane Street | 153k | $5.3M | 64% | Mar 2025 |
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| CI Private Wealth | 146k | $5.1M | 6% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 145k | $5.1M | 1% | Mar 2025 |
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| Apella Capital | 145k | $4.9M | 28% | Mar 2025 |
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| Allodium Investment Consultants | 139k | $4.8M | 100% | Mar 2025 |
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| Resources Investment Advisors | 121k | $4.2M | 7% | Mar 2025 |
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| Greenspring Advisors | 114k | $4.0M | -44% | Mar 2025 |
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| Asset Dedication | 112k | $3.9M | -14% | Mar 2025 |
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| Buckingham Strategic Partners | 103k | $3.6M | 26% | Mar 2025 |
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| RAM Investment Partners | 102k | $3.5M | 5% | Mar 2025 |
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| Goss Wealth Management | 100k | $3.3M | 8% | Dec 2024 |
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| Quarry Hill Advisors | 98k | $3.4M | 3% | Mar 2025 |
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| Perigon Wealth Management | 89k | $3.1M | 14% | Mar 2025 |
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| Archer Investment Management | 88k | $3.1M | 0% | Mar 2025 |
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| Addison Advisors | 87k | $3.0M | 5% | Mar 2025 |
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| RW Investment Management | 82k | $2.8M | -12% | Mar 2025 |
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| Savant Capital Management | 82k | $2.8M | 1% | Mar 2025 |
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| Truepoint | 77k | $2.7M | 3% | Mar 2025 |
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| Pure Financial Advisors | 73k | $2.6M | 31% | Mar 2025 |
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| Garde Capital | 72k | $2.5M | -10% | Mar 2025 |
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| Momentous Wealth Management | 71k | $2.5M | 100% | Mar 2025 |
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| Cardinal Point Capital Management, ULC | 70k | $2.4M | 2% | Mar 2025 |
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| Martin Worley Group | 68k | $2.4M | 45% | Mar 2025 |
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| Brighton Jones | 68k | $2.4M | 26% | Mar 2025 |
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| Revolve Wealth Partners | 66k | $2.3M | 9% | Mar 2025 |
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| Sontag Advisory | 63k | $2.2M | 0% | Mar 2025 |
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| Waypoint Wealth Partners | 56k | $1.8M | 30% | Dec 2024 |
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| Trellis Wealth Advisors | 50k | $1.7M | 0% | Mar 2025 |
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| Northland Capital Management | 48k | $1.7M | -7% | Mar 2025 |
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| Hutchinson Capital Management | 46k | $1.6M | 0% | Mar 2025 |
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| Rockbridge Investment Management, LCC | 46k | $1.5M | 4% | Dec 2024 |
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| Aspen Capital Management | 45k | $1.6M | 100% | Mar 2025 |
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| Syverson Strege & Co | 43k | $1.4M | 5% | Dec 2024 |
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| Henrickson Nauta Wealth Advisors | 43k | $1.4M | 55% | Mar 2025 |
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| Parkside Financial Bank & Trust | 41k | $1.4M | 8% | Mar 2025 |
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| Wealth Architects | 41k | $2.2M | -53% | Mar 2025 |
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| Betterment | 40k | $1.3M | 101% | Dec 2024 |
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| Commonwealth Equity Services | 39k | $1.3M | 5% | Dec 2024 |
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| Nwam | 38k | $1.3M | -11% | Mar 2025 |
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| Asset Planning Corporation | 36k | $1.2M | 68% | Mar 2025 |
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| MB Generational Wealth | 35k | $1.2M | 0% | Mar 2025 |
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| Cook Wealth Management Group | 33k | $1.1M | 1% | Dec 2024 |
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| Goldman Sachs Group | 32k | $1.1M | 100% | Mar 2025 |
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| Carlson Capital Management | 31k | $1.0M | 37% | Dec 2024 |
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| Sequoia Financial Advisors | 31k | $1.1M | 100% | Mar 2025 |
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| DiNuzzo Private Wealth | 30k | $1.0M | -1% | Mar 2025 |
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| BetterWealth | 28k | $963k | -26% | Mar 2025 |
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| Level Financial Advisors | 27k | $938k | 2% | Mar 2025 |
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| Farther Finance Advisors | 27k | $934k | 6% | Mar 2025 |
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| Kestra Advisory Services | 26k | $841k | 6% | Dec 2024 |
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| Creative Capital Management Investments | 25k | $886k | 20% | Mar 2025 |
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| LPL Financial | 25k | $873k | 22% | Mar 2025 |
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| Jentner | 25k | $821k | 100% | Dec 2024 |
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| Ohe Financial | 24k | $795k | -5% | Dec 2024 |
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| EP Wealth Advisors | 24k | $827k | -37% | Mar 2025 |
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| TCI Wealth Advisors | 23k | $797k | 3% | Mar 2025 |
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| Schwarz Dygos Wheeler Investment Advisors | 21k | $735k | -3% | Mar 2025 |
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| Cordant | 21k | $733k | -3% | Mar 2025 |
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| Modera Wealth Management | 21k | $732k | -6% | Mar 2025 |
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| Simplicity Wealth | 21k | $718k | 100% | Mar 2025 |
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| Babb Wealth Advisors | 21k | $718k | -10% | Mar 2025 |
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| Chicago Partners Investment | 20k | $744k | 5% | Mar 2025 |
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| Shira Ridge Wealth Management | 19k | $662k | -23% | Mar 2025 |
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| Raymond James Financial | 18k | $636k | 100% | Mar 2025 |
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| Delap Wealth Advisory | 18k | $623k | 0% | Mar 2025 |
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| Wealth Management Strategies | 17k | $606k | 142% | Mar 2025 |
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| North Ridge Wealth Advisors | 17k | $586k | 0% | Mar 2025 |
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| Hancock Bank Trust Department | 16k | $550k | 100% | Mar 2025 |
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| Equita Financial Network | 16k | $544k | 30% | Mar 2025 |
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| Fiduciary Financial Group | 15k | $505k | -11% | Mar 2025 |
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| Grand Wealth Management | 15k | $525k | -3% | Mar 2025 |
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| United Wealth Management | 15k | $524k | 3% | Mar 2025 |
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| Compass Capital Corp | 15k | $519k | -22% | Mar 2025 |
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| von Borstel & Associates | 15k | $509k | 1% | Mar 2025 |
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| Foundation Wealth Management | 14k | $478k | 100% | Mar 2025 |
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| Geometric Wealth Advisors | 14k | $471k | 0% | Mar 2025 |
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| Tanager Wealth Management | 13k | $466k | 0% | Mar 2025 |
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| Passive Capital Management | 13k | $457k | 0% | Mar 2025 |
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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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| Private Advisor | 12k | $430k | 1% | Mar 2025 |
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| Investment Advisory Group | 12k | $428k | 0% | Mar 2025 |
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| Financial Connections Group | 12k | $422k | 13% | Mar 2025 |
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| WPWealth | 12k | $398k | 9% | Dec 2024 |
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| McGrath & Associates | 12k | $421k | 100% | Mar 2025 |
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| Keel Point | 12k | $403k | 3% | Mar 2025 |
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| Bridge Generations Wealth Management | 11k | $383k | -2% | Mar 2025 |
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| RHS Financial | 11k | $382k | 44% | Mar 2025 |
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| Morling Financial Advisors | 11k | $376k | 29% | Mar 2025 |
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| HighTower Advisors | 11k | $353k | -9% | Dec 2024 |
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| Root Financial Partners | 11k | $371k | 100% | Mar 2025 |
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| Mercer Global Advisors | 10k | $361k | 100% | Mar 2025 |
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| UMA Financial Services | 10k | $358k | 0% | Mar 2025 |
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| First Financial Group Corp | 10k | $357k | 23% | Mar 2025 |
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| Beacon Pointe Advisors | 10k | $330k | 0% | Dec 2024 |
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| Flagstone Financial Management | 10k | $351k | 1% | Mar 2025 |
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| Meritas Wealth Management | 9.9k | $346k | 0% | Mar 2025 |
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| Freedom Financial Partners | 9.7k | $339k | 100% | Mar 2025 |
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| Bridgewater Advisors | 9.6k | $352k | 100% | Mar 2025 |
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| Mariner Wealth Advisors | 9.6k | $334k | 0% | Mar 2025 |
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| Rehmann Capital Advisory | 9.3k | $325k | 0% | Mar 2025 |
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| Altiora Financial Group | 9.1k | $318k | 0% | Mar 2025 |
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| EnRich Financial Partners | 8.6k | $299k | -10% | Mar 2025 |
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| Advisor Group Holdings | 8.3k | $291k | 97% | Mar 2025 |
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| Frank, Rimerman Advisors | 8.3k | $290k | 0% | Mar 2025 |
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| Orion Capital Management | 8.0k | $263k | 5% | Dec 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7.7k | $271k | -4% | Mar 2025 |
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| Vermillion Wealth Management | 7.6k | $265k | 0% | Mar 2025 |
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| Wolfstich Capital | 7.6k | $298k | 0% | Mar 2025 |
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| Joel Adams & Associates | 7.4k | $259k | 1% | Mar 2025 |
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| Ruedi Wealth Management | 7.2k | $253k | 1% | Mar 2025 |
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| Monograph Wealth Advisors | 7.2k | $251k | 100% | Mar 2025 |
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| Envision Financial Planning | 7.1k | $248k | 0% | Mar 2025 |
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| Hanson McClain Advisors | 7.1k | $255k | 0% | Mar 2025 |
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| Family Wealth Partners | 7.0k | $244k | 6% | Mar 2025 |
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| Mills Wealth Advisors | 6.7k | $234k | 0% | Mar 2025 |
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| Envestnet Asset Management | 6.7k | $234k | 100% | Mar 2025 |
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| Monument Group Wealth Advisors | 6.6k | $232k | -11% | Mar 2025 |
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| Acorn Creek Capital | 6.6k | $230k | 2% | Mar 2025 |
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| Caprock | 6.4k | $211k | 0% | Dec 2024 |
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| Penobscot Wealth Management | 6.4k | $224k | 100% | Mar 2025 |
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| Pine Harbor Wealth Management | 6.3k | $221k | -1% | Mar 2025 |
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| Clarius | 6.3k | $220k | 100% | Mar 2025 |
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| Red Tortoise | 6.2k | $216k | 0% | Mar 2025 |
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| First Affirmative Financial Network | 6.2k | $216k | 100% | Mar 2025 |
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| Graves-Light Private Wealth Management | 6.0k | $209k | 100% | Mar 2025 |
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| Foster Group | 5.9k | $207k | 100% | Mar 2025 |
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| Morris Financial Concepts | 5.5k | $193k | 6% | Mar 2025 |
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| Cardiff Park Advisors | 4.4k | $145k | 1% | Dec 2024 |
|
| Glassman Wealth Services | 4.0k | $140k | 26% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Dec 2024 | 223k | $7.3M |
| Old Mission Capital | Sep 2024 | 36k | $1.3M |
| Flow Traders US | Sep 2024 | 35k | $1.3M |
| Susquehanna International | Sep 2024 | 25k | $891k |
| Diversify Wealth Management | Dec 2024 | 9.4k | $304k |