Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSU
- CUSIP Number: 25434v716
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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 |
|---|---|---|---|---|---|
| Retirement Solution | 5.8M | $218M | -3% | Sep 2024 |
|
| Quantum Financial Advisors | 2.2M | $83M | 4% | Sep 2024 |
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| Awm Capital | 2.1M | $75M | 12% | Jun 2024 |
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| Merriman Wealth Management | 1.0M | $38M | 1% | Sep 2024 |
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| Abacus Wealth Partners | 974k | $36M | 6% | Sep 2024 |
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| Vista Wealth Management Group | 523k | $19M | 4% | Sep 2024 |
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| Gibson Capital | 401k | $15M | 0% | Sep 2024 |
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| Forum Financial Management | 398k | $15M | 1% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 357k | $12M | 5% | Jun 2024 |
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| Buckingham Strategic Partners | 348k | $13M | 22% | Sep 2024 |
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| New Capital Management | 314k | $12M | 0% | Sep 2024 |
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| Heritage Financial Services | 311k | $12M | -1% | Sep 2024 |
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| Pathstone Holdings | 269k | $10M | 9% | Sep 2024 |
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| Colony | 232k | $8.6M | 100% | Sep 2024 |
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| CI Private Wealth | 203k | $7.5M | 1% | Sep 2024 |
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| Planning Center | 202k | $7.5M | -1% | Sep 2024 |
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| Buckingham Asset Management | 197k | $6.9M | 14% | Jun 2024 |
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| Nwam | 189k | $7.0M | 100% | Sep 2024 |
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| Resources Investment Advisors | 187k | $6.9M | 48% | Sep 2024 |
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| Strategic Investment Solutions | 183k | $6.8M | 0% | Sep 2024 |
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| Quarry Hill Advisors | 172k | $6.4M | 1% | Sep 2024 |
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| Cardinal Point Capital Management, ULC | 171k | $6.4M | 7% | Sep 2024 |
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| SJS Investment Consulting | 168k | $6.2M | 11% | Sep 2024 |
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| Northland Capital Management | 135k | $5.0M | 9% | Sep 2024 |
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| Apella Capital | 133k | $4.9M | 14% | Sep 2024 |
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| Wealth Architects | 131k | $4.9M | 18% | Sep 2024 |
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| Waypoint Wealth Partners | 125k | $4.6M | 3% | Sep 2024 |
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| RAM Investment Partners | 99k | $3.7M | 21% | Sep 2024 |
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| Brighton Jones | 94k | $3.5M | 2% | Sep 2024 |
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| Pure Financial Advisors | 90k | $3.3M | 315% | Sep 2024 |
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| MB Generational Wealth | 88k | $3.3M | -2% | Sep 2024 |
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| LifePro Asset Management | 87k | $3.2M | 65% | Sep 2024 |
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| Syverson Strege & Co | 87k | $3.2M | -6% | Sep 2024 |
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| BetterWealth | 85k | $3.2M | -2% | Sep 2024 |
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| Asset Dedication | 74k | $2.8M | 31% | Sep 2024 |
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| Addison Advisors | 74k | $2.8M | 15% | Sep 2024 |
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| Rockbridge Investment Management, LCC | 74k | $2.7M | 2% | Sep 2024 |
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| Chicago Partners Investment | 73k | $2.7M | 2% | Sep 2024 |
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| Five Oceans Advisors | 72k | $2.7M | -4% | Sep 2024 |
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| Commonwealth Equity Services | 71k | $2.7M | 6% | Sep 2024 |
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| Truepoint | 70k | $2.6M | 32% | Sep 2024 |
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| Sontag Advisory | 61k | $2.3M | 100% | Sep 2024 |
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| Trellis Wealth Advisors | 61k | $2.3M | 5% | Sep 2024 |
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| Advisory Services & Investments | 60k | $2.2M | 0% | Sep 2024 |
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| Carlson Capital Management | 59k | $2.2M | 79% | Sep 2024 |
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| DiNuzzo Private Wealth | 55k | $2.0M | 0% | Sep 2024 |
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| RW Investment Management | 54k | $2.0M | 1% | Sep 2024 |
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| Private Advisor | 54k | $2.0M | 5% | Sep 2024 |
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| Goss Wealth Management | 53k | $1.9M | -2% | Jun 2024 |
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| Level Financial Advisors | 47k | $1.8M | 21% | Sep 2024 |
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| Jane Street | 47k | $1.7M | 141% | Sep 2024 |
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| Equita Financial Network | 45k | $1.7M | 100% | Sep 2024 |
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| TCI Wealth Advisors | 44k | $1.6M | 65% | Sep 2024 |
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| LPL Financial | 43k | $1.6M | 10% | Sep 2024 |
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| Citadel Advisors | 42k | $1.6M | 98% | Sep 2024 |
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| EnRich Financial Partners | 39k | $1.4M | 0% | Sep 2024 |
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| Modera Wealth Management | 39k | $1.4M | -2% | Sep 2024 |
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| Penobscot Wealth Management | 36k | $1.3M | 13% | Sep 2024 |
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| Farther Finance Advisors | 36k | $1.3M | 452% | Sep 2024 |
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| Fiduciary Financial Group | 36k | $1.3M | 37% | Sep 2024 |
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| Delap Wealth Advisory | 35k | $1.3M | 100% | Sep 2024 |
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| UMA Financial Services | 34k | $1.3M | -1% | Sep 2024 |
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| Ohe Financial | 34k | $1.3M | 0% | Sep 2024 |
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| Shira Ridge Wealth Management | 33k | $1.2M | -10% | Sep 2024 |
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| Walden Wealth Partners | 31k | $1.1M | 0% | Jun 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 28k | $1.1M | 17% | Sep 2024 |
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| Monument Group Wealth Advisors | 28k | $1.0M | 0% | Sep 2024 |
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| Morling Financial Advisors | 26k | $977k | -13% | Sep 2024 |
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| Altiora Financial Group | 26k | $967k | 0% | Sep 2024 |
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| Mills Wealth Advisors | 24k | $905k | 1% | Sep 2024 |
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| Orion Capital Management | 24k | $885k | -22% | Sep 2024 |
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| Cordant | 24k | $876k | -13% | Sep 2024 |
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| Susquehanna International | 23k | $860k | 6% | Sep 2024 |
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| Caprock | 22k | $824k | 34% | Sep 2024 |
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| D.A. Davidson & Co. | 22k | $752k | -2% | Jun 2024 |
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| Tanager Wealth Management | 21k | $782k | 0% | Sep 2024 |
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| Rehmann Capital Advisory | 21k | $772k | 11% | Sep 2024 |
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| Investment Advisory Group | 20k | $754k | 0% | Sep 2024 |
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| Keel Point | 20k | $707k | 100% | Jun 2024 |
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| Creative Capital Management Investments | 19k | $719k | 106% | Sep 2024 |
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| WPWealth | 19k | $708k | 100% | Sep 2024 |
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| Diversify Wealth Management | 19k | $694k | -9% | Sep 2024 |
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| Henrickson Nauta Wealth Advisors | 19k | $690k | 4% | Sep 2024 |
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| Royal Bank of Canada | 18k | $673k | 100% | Sep 2024 |
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| Advisor Group Holdings | 18k | $670k | 327% | Sep 2024 |
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| Opes Wealth Management | 17k | $640k | 4% | Sep 2024 |
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| Pine Harbor Wealth Management | 15k | $572k | 100% | Sep 2024 |
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| Savant Capital Management | 15k | $571k | 8% | Sep 2024 |
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| von Borstel & Associates | 15k | $559k | 100% | Sep 2024 |
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| Flagstone Financial Management | 15k | $552k | 4% | Sep 2024 |
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| Stifel Financial | 15k | $509k | 2% | Jun 2024 |
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| Hutchinson Capital Management | 14k | $527k | 83% | Sep 2024 |
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| Atria Wealth Solutions | 14k | $522k | 100% | Sep 2024 |
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| North Ridge Wealth Advisors | 14k | $484k | -2% | Jun 2024 |
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| Foster Group | 13k | $496k | 0% | Sep 2024 |
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| Meritas Wealth Management | 13k | $490k | 89% | Sep 2024 |
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| Greenspring Advisors | 13k | $475k | 0% | Sep 2024 |
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| Financial Connections Group | 12k | $454k | 1% | Sep 2024 |
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| BKD Wealth Advisors | 12k | $413k | -4% | Jun 2024 |
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| Shore Point Advisors | 12k | $428k | 100% | Sep 2024 |
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| Ruedi Wealth Management | 11k | $423k | 2% | Sep 2024 |
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| Geometric Wealth Advisors | 11k | $411k | 100% | Sep 2024 |
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| Tortoise Investment Management | 11k | $409k | 0% | Sep 2024 |
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| Kestra Advisory Services | 11k | $407k | 0% | Sep 2024 |
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| Envision Financial Planning | 11k | $404k | 74% | Sep 2024 |
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| Passive Capital Management | 11k | $402k | 0% | Sep 2024 |
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| AdvisorNet Financial | 9.9k | $369k | 0% | Sep 2024 |
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| Envestnet Asset Management | 9.7k | $362k | 0% | Sep 2024 |
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| Prime Capital Investment Advisors | 9.2k | $343k | -6% | Sep 2024 |
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| Mariner Wealth Advisors | 8.8k | $328k | 9% | Sep 2024 |
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| Family Wealth Partners | 7.8k | $289k | 0% | Sep 2024 |
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| Towneley Capital Management, Inc / DE | 7.8k | $289k | 5% | Sep 2024 |
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| Austin Wealth Management | 7.5k | $277k | 100% | Sep 2024 |
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| Clarius | 7.4k | $274k | 100% | Sep 2024 |
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| Acorn Creek Capital | 7.3k | $271k | -4% | Sep 2024 |
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| Laurel Wealth Planning | 7.2k | $269k | 0% | Sep 2024 |
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| Mercer Global Advisors | 7.1k | $247k | 0% | Jun 2024 |
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| Sutton Place Investors | 6.9k | $257k | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 6.9k | $257k | -1% | Sep 2024 |
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| HighTower Advisors | 6.9k | $240k | 0% | Jun 2024 |
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| Silver Oak Advisory Group | 6.5k | $242k | 0% | Sep 2024 |
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| Austin Asset Management | 6.5k | $242k | 0% | Sep 2024 |
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| Burns Wealth Management | 6.0k | $222k | 0% | Sep 2024 |
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| Physician Wealth Solutions | 5.8k | $218k | 0% | Sep 2024 |
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| Herold Advisors | 5.7k | $212k | 100% | Sep 2024 |
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| Trademark Financial Management | 5.6k | $208k | 100% | Sep 2024 |
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| Zrc Wealth Management | 5.0k | $187k | 72% | Sep 2024 |
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| Red Tortoise | 4.8k | $177k | 0% | Sep 2024 |
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| JFS Wealth Advisors | 4.7k | $175k | 0% | Sep 2024 |
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| Glassman Wealth Services | 4.4k | $162k | 8% | Sep 2024 |
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| McClarren Financial Advisors | 4.2k | $156k | 12285% | Sep 2024 |
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| Red Lighthouse Investment Management | 3.7k | $139k | 0% | Sep 2024 |
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| True Wealth Design | 3.7k | $138k | 0% | Sep 2024 |
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| Belpointe Asset Management | 3.5k | $123k | 100% | Jun 2024 |
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| Criterion Capital Advisors | 3.5k | $123k | 0% | Sep 2024 |
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| Hartland & Co | 3.4k | $127k | 0% | Sep 2024 |
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| Bellevue Asset Management | 3.3k | $122k | 0% | Sep 2024 |
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| LRI Investments | 3.0k | $118k | 0% | Sep 2024 |
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| Hanson McClain Advisors | 2.9k | $107k | 0% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 2.8k | $103k | 0% | Sep 2024 |
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| Grand Wealth Management | 2.6k | $98k | 20% | Sep 2024 |
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| C.M. Bidwell & Associates | 1.5k | $56k | 0% | Sep 2024 |
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| Cardiff Park Advisors | 1.3k | $44k | 0% | Jun 2024 |
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| Signature Resources Capital Management | 1.1k | $41k | 1% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 807.00 | $30k | 169% | Sep 2024 |
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| Morris Financial Concepts | 445.00 | $17k | 100% | Sep 2024 |
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| Anfield Capital Management | 350.00 | $13k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 326.00 | $12k | 0% | Sep 2024 |
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| Elevate Wealth Advisory | 293.00 | $10k | 100% | Jun 2024 |
|
| Sym Financial Corporation | 120.00 | $4.2k | 0% | Jun 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Jun 2024 | 212k | $7.4M |
| Flow Traders US | Jun 2024 | 40k | $1.4M |
| Millennium Management | Jun 2024 | 6.1k | $212k |