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 |
|---|---|---|---|---|---|
| AE Wealth Management | 6.2M | $197M | 1% | Dec 2023 |
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| Retirement Solution | 6.2M | $192M | 1% | Dec 2023 |
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| Awm Capital | 1.9M | $65M | 15% | Mar 2024 |
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| Quantum Financial Advisors | 1.8M | $56M | 0% | Dec 2023 |
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| Abacus Wealth Partners | 898k | $31M | 1% | Mar 2024 |
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| Gibson Capital | 419k | $14M | 0% | Mar 2024 |
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| Vista Wealth Management Group | 392k | $12M | 4% | Dec 2023 |
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| Forum Financial Management | 355k | $11M | 72% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 340k | $12M | 6% | Mar 2024 |
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| New Capital Management | 310k | $11M | 26% | Mar 2024 |
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| Buckingham Strategic Partners | 287k | $8.9M | 19% | Dec 2023 |
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| Heritage Financial Services | 241k | $7.5M | 13% | Dec 2023 |
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| Pathstone Holdings | 216k | $6.7M | 100% | Dec 2023 |
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| CI Private Wealth | 209k | $6.5M | 100% | Dec 2023 |
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| Planning Center | 203k | $7.0M | 1% | Mar 2024 |
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| Nwam | 188k | $5.9M | 5% | Dec 2023 |
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| Buckingham Asset Management | 145k | $4.5M | 44% | Dec 2023 |
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| Quarry Hill Advisors | 144k | $4.5M | 56% | Dec 2023 |
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| Northland Capital Management | 109k | $3.8M | -2% | Mar 2024 |
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| MB Generational Wealth | 105k | $3.3M | 100% | Dec 2023 |
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| Apella Capital | 99k | $3.4M | 82% | Mar 2024 |
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| BetterWealth | 92k | $3.2M | -4% | Mar 2024 |
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| Syverson Strege & Co | 91k | $2.8M | 100% | Dec 2023 |
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| SJS Investment Consulting | 87k | $3.0M | 256% | Mar 2024 |
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| Jane Street | 84k | $2.6M | 100% | Dec 2023 |
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| Five Oceans Advisors | 76k | $2.6M | 50% | Mar 2024 |
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| Commonwealth Equity Services | 64k | $2.0M | 0% | Dec 2023 |
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| Advisory Services & Investments | 61k | $2.1M | 100% | Mar 2024 |
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| RAM Investment Partners | 61k | $1.9M | 16% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 60k | $1.9M | 100% | Dec 2023 |
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| DiNuzzo Private Wealth | 58k | $1.8M | 100% | Dec 2023 |
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| Trellis Wealth Advisors | 58k | $2.0M | 0% | Mar 2024 |
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| Chicago Partners Investment | 52k | $1.6M | 2% | Dec 2023 |
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| Asset Dedication | 51k | $1.8M | -2% | Mar 2024 |
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| Addison Advisors | 51k | $1.6M | 272% | Dec 2023 |
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| Modera Wealth Management | 42k | $1.3M | 1% | Dec 2023 |
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| Level Financial Advisors | 40k | $1.4M | 1259% | Mar 2024 |
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| Wealth Architects | 40k | $1.2M | 0% | Dec 2023 |
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| Shira Ridge Wealth Management | 36k | $1.2M | 5% | Mar 2024 |
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| UMA Financial Services | 35k | $1.2M | 100% | Mar 2024 |
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| Carlson Capital Management | 33k | $1.1M | -11% | Mar 2024 |
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| Walden Wealth Partners | 31k | $953k | 100% | Dec 2023 |
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| Orion Capital Management | 30k | $945k | 3% | Dec 2023 |
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| Waypoint Wealth Partners | 30k | $939k | -11% | Dec 2023 |
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| Morling Financial Advisors | 29k | $909k | 100% | Dec 2023 |
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| Cordant | 29k | $980k | 11% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 24k | $841k | 100% | Mar 2024 |
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| Truepoint | 24k | $752k | 0% | Dec 2023 |
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| Schwarz Dygos Wheeler Investment Advisors | 23k | $726k | 18% | Dec 2023 |
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| TCI Wealth Advisors | 22k | $682k | 0% | Dec 2023 |
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| FirstPurpose Wealth | 21k | $693k | 78% | Mar 2024 |
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| Investment Advisory Group | 20k | $631k | 0% | Dec 2023 |
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| Financial Connections Group | 18k | $546k | 51% | Dec 2023 |
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| Henrickson Nauta Wealth Advisors | 17k | $581k | 1% | Mar 2024 |
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| Savant Capital Management | 17k | $526k | 12% | Dec 2023 |
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| Tanager Wealth Management | 17k | $514k | 36% | Dec 2023 |
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| Grand Wealth Management | 16k | $505k | 0% | Dec 2023 |
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| Two Sigma Investments | 16k | $501k | 100% | Dec 2023 |
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| North Ridge Wealth Advisors | 14k | $490k | -1% | Mar 2024 |
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| Greenspring Advisors | 13k | $397k | 0% | Dec 2023 |
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| Stifel Financial | 12k | $387k | -5% | Dec 2023 |
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| BKD Wealth Advisors | 12k | $423k | -3% | Mar 2024 |
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| D.A. Davidson & Co. | 12k | $382k | -15% | Dec 2023 |
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| Monument Group Wealth Advisors | 12k | $363k | 100% | Dec 2023 |
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| Ruedi Wealth Management | 11k | $348k | 0% | Dec 2023 |
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| Tortoise Investment Management | 11k | $337k | 0% | Dec 2023 |
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| Kestra Advisory Services | 11k | $328k | 0% | Dec 2023 |
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| AdvisorNet Financial | 10k | $351k | -59% | Mar 2024 |
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| Prime Capital Investment Advisors | 10k | $317k | 0% | Dec 2023 |
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| Creative Capital Management Investments | 9.4k | $322k | 87% | Mar 2024 |
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| Laurel Wealth Planning | 8.9k | $307k | 0% | Mar 2024 |
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| Altiora Financial Group | 8.0k | $275k | 100% | Mar 2024 |
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| Acorn Creek Capital | 7.9k | $246k | 100% | Dec 2023 |
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| Hutchinson Capital Management | 7.8k | $241k | 0% | Dec 2023 |
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| Towneley Capital Management, Inc / DE | 7.6k | $261k | 3% | Mar 2024 |
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| Meritas Wealth Management | 7.5k | $259k | 0% | Mar 2024 |
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| LifePro Asset Management | 7.3k | $228k | -4% | Dec 2023 |
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| Mercer Global Advisors | 7.1k | $220k | 100% | Dec 2023 |
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| Sutton Place Investors | 7.0k | $241k | 100% | Mar 2024 |
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| HighTower Advisors | 6.9k | $214k | 100% | Dec 2023 |
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| Family Wealth Partners | 6.7k | $230k | 0% | Mar 2024 |
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| Farther Finance Advisors | 6.5k | $203k | 0% | Dec 2023 |
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| Red Tortoise | 4.7k | $163k | 0% | Mar 2024 |
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| JFS Wealth Advisors | 4.7k | $147k | 0% | Dec 2023 |
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| Advisor Group Holdings | 4.2k | $131k | 0% | Dec 2023 |
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| McClarren Financial Advisors | 4.2k | $130k | 0% | Dec 2023 |
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| True Wealth Design | 3.9k | $120k | 100% | Dec 2023 |
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| Red Lighthouse Investment Management | 3.7k | $117k | 0% | Dec 2023 |
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| Criterion Capital Advisors | 3.5k | $120k | 79% | Mar 2024 |
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| Glassman Wealth Services | 3.1k | $97k | 995% | Dec 2023 |
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| Elevate Wealth Advisory | 2.6k | $80k | 100% | Dec 2023 |
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| Zrc Wealth Management | 2.4k | $84k | -1% | Mar 2024 |
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| Cardiff Park Advisors | 961.00 | $30k | 0% | Dec 2023 |
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| Nalls Sherbakoff Group | 925.00 | $29k | 0% | Dec 2023 |
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| Signature Resources Capital Management | 447.00 | $14k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 298.00 | $9.3k | -96% | Dec 2023 |
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| Jpmorgan Chase & Co | 249.00 | $7.8k | -95% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 234.00 | $7.3k | 0% | Dec 2023 |
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| Sym Financial Corporation | 120.00 | $3.7k | 0% | Dec 2023 |
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| UBS Group | 63.00 | $2.0k | 100% | Dec 2023 |
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| Quent Capital | 1.00 | $31.000000 | 0% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brighton Jones | Sep 2023 | 48k | $1.3M |
| Flow Traders US | Sep 2023 | 9.1k | $253k |
| Annapolis Financial Services | Dec 2023 | 4.7k | $145k |
| Wells Fargo & Company | Sep 2023 | 3.5k | $97k |
| Royal Bank of Canada | Sep 2023 | 278.00 | $8.0k |
| Us Bancorp | Sep 2023 | 262.00 | $7.3k |
| Bank of America Corporation | Sep 2023 | 28.00 | $777.000000 |