Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSV
- CUSIP Number: 25434v815
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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 |
---|---|---|---|---|---|
Savant Capital Management | 8.1M | $248M | 23% | Dec 2024 |
|
Alaska Permanent Fund Corp | 7.6M | $235M | -7% | Dec 2024 |
|
JMG Financial Group | 5.4M | $167M | 5% | Dec 2024 |
|
Mather Group | 4.2M | $129M | 41% | Dec 2024 |
|
CI Private Wealth | 4.0M | $122M | 16% | Dec 2024 |
|
Pathstone Holdings | 3.1M | $96M | 15% | Dec 2024 |
|
Modera Wealth Management | 2.9M | $89M | 12% | Dec 2024 |
|
EP Wealth Advisors | 2.2M | $66M | -8% | Dec 2024 |
|
Comprehensive Portfolio Management | 2.1M | $65M | 4% | Dec 2024 |
|
Colony | 2.0M | $62M | 12% | Dec 2024 |
|
Index Fund Advisors | 1.9M | $58M | 5% | Dec 2024 |
|
H D Vest Advisory Services | 1.8M | $56M | 20% | Dec 2024 |
|
Arista Wealth Management | 1.7M | $53M | 3% | Dec 2024 |
|
Bank of America Corporation | 1.6M | $48M | 16% | Dec 2024 |
|
Root Financial Partners | 1.5M | $45M | 30% | Dec 2024 |
|
DiNuzzo Private Wealth | 1.2M | $38M | -1% | Dec 2024 |
|
LPL Financial | 1.2M | $38M | 18% | Dec 2024 |
|
Cable Hill Partners | 1.2M | $38M | 1% | Dec 2024 |
|
Raymond James Financial | 1.2M | $37M | 100% | Dec 2024 |
|
Burns Wealth Management | 1.1M | $33M | 10% | Dec 2024 |
|
Vestmark Advisory Solutions | 1.0M | $32M | 8% | Dec 2024 |
|
Envestnet Asset Management | 1.0M | $32M | 3% | Dec 2024 |
|
Goss Wealth Management | 1.0M | $31M | 5% | Dec 2024 |
|
Essential Planning | 1.0M | $32M | 6398% | Dec 2024 |
|
Jackson Thornton Asset Management | 889k | $27M | 7% | Dec 2024 |
|
Evanson Asset Management | 886k | $27M | 10% | Dec 2024 |
|
Mosaic Family Wealth Partners | 865k | $27M | 5% | Dec 2024 |
|
Commonwealth Equity Services | 854k | $26M | 2% | Dec 2024 |
|
Stordahl Capital Management | 839k | $26M | 1% | Dec 2024 |
|
HPM Partners | 789k | $24M | 19% | Dec 2024 |
|
Equita Financial Network | 785k | $24M | 4% | Dec 2024 |
|
Wealth Enhancement Advisory Services | 784k | $22M | 8% | Mar 2025 |
|
Seaside Wealth Management | 766k | $24M | 6% | Dec 2024 |
|
Jentner | 744k | $23M | 12% | Dec 2024 |
|
Safeguard Investment Advisory Group | 741k | $23M | 3% | Dec 2024 |
|
Alpha Financial Advisors | 738k | $23M | 0% | Dec 2024 |
|
Buckingham Strategic Partners | 719k | $22M | 20% | Dec 2024 |
|
United Wealth Management | 708k | $22M | 100% | Dec 2024 |
|
Zhang Financial | 698k | $20M | 5% | Mar 2025 |
|
Bank Of Montreal | 695k | $21M | 6% | Dec 2024 |
|
Hassell Wealth Management | 685k | $18M | 7% | Mar 2025 |
|
Leading Edge Financial Planning | 679k | $21M | 5% | Dec 2024 |
|
Truepoint | 634k | $20M | -4% | Dec 2024 |
|
Retirement Solution | 626k | $19M | -1% | Dec 2024 |
|
Northern Trust | 618k | $19M | 25% | Dec 2024 |
|
Advisor Group Holdings | 588k | $18M | 1% | Dec 2024 |
|
Integris Wealth Management | 540k | $17M | 3% | Dec 2024 |
|
von Borstel & Associates | 516k | $16M | 46% | Dec 2024 |
|
Creative Planning | 512k | $16M | 5% | Dec 2024 |
|
Chicago Partners Investment | 506k | $16M | 3% | Dec 2024 |
|
RFG Advisory | 480k | $14M | 100% | Mar 2025 |
|
Waterway Wealth Management | 478k | $15M | 4% | Dec 2024 |
|
Geneos Wealth Management | 470k | $15M | 0% | Dec 2024 |
|
Krilogy Financial | 468k | $13M | 9% | Mar 2025 |
|
Physician Wealth Solutions | 452k | $14M | -1% | Dec 2024 |
|
Rather & Kittrell | 447k | $14M | 6% | Dec 2024 |
|
Wealth Advisors Northwest | 429k | $12M | 21% | Mar 2025 |
|
Grunden Financial Advisory | 416k | $13M | 4% | Dec 2024 |
|
HighTower Advisors | 415k | $13M | -2% | Dec 2024 |
|
Private Wealth Management Group | 412k | $13M | -15% | Dec 2024 |
|
Total Wealth Planning | 409k | $12M | 7% | Mar 2025 |
|
Resources Investment Advisors | 386k | $12M | -1% | Dec 2024 |
|
Wealth Dimensions Group | 385k | $12M | 9% | Dec 2024 |
|
Royal Bank of Canada | 383k | $13M | 11% | Dec 2024 |
|
Well Done | 382k | $12M | 0% | Dec 2024 |
|
Diversified Portfolios | 379k | $12M | 7% | Dec 2024 |
|
Perigon Wealth Management | 371k | $12M | 17% | Dec 2024 |
|
Oceanside Advisors | 362k | $11M | 1% | Dec 2024 |
|
Peapack Gladstone Financial Corp | 346k | $11M | 13% | Dec 2024 |
|
Clarity Wealth Development | 332k | $11M | 100% | Dec 2024 |
|
Hanson McClain Advisors | 329k | $11M | 37% | Dec 2024 |
|
Cardiff Park Advisors | 320k | $9.9M | 2% | Dec 2024 |
|
Pinnacle Wealth Management Advisory | 306k | $9.4M | 0% | Dec 2024 |
|
Gail Mannix | 306k | $9.4M | 2% | Dec 2024 |
|
Jpmorgan Chase & Co | 301k | $9.3M | 6% | Dec 2024 |
|
Tobias Financial Advisors | 296k | $9.1M | 6% | Dec 2024 |
|
AdvisorNet Financial | 294k | $8.3M | 6% | Mar 2025 |
|
Eqis Capital Management | 294k | $9.0M | -7% | Dec 2024 |
|
RCS Financial Planning | 293k | $9.0M | 5% | Dec 2024 |
|
Mariner Wealth Advisors | 280k | $8.6M | 5% | Dec 2024 |
|
Kestra Advisory Services | 278k | $8.5M | 43% | Dec 2024 |
|
Strategic Investment Solutions | 272k | $8.4M | 18% | Dec 2024 |
|
Cahill Wealth Management | 270k | $8.3M | 4% | Dec 2024 |
|
Financial Architects | 268k | $8.3M | -4% | Dec 2024 |
|
Abel Hall | 263k | $8.1M | 0% | Dec 2024 |
|
Avant Financial Advisors | 259k | $8.0M | 100% | Dec 2024 |
|
Ballentine Capital Advisors | 255k | $7.9M | 0% | Dec 2024 |
|
BOS Asset Management | 250k | $7.7M | 1% | Dec 2024 |
|
Yeomans Consulting Group | 247k | $7.6M | 19% | Dec 2024 |
|
Vance Wealth | 246k | $7.6M | -1% | Dec 2024 |
|
Hill Investment Group Partners | 242k | $7.4M | -6% | Dec 2024 |
|
Lantz Financial | 236k | $6.6M | 11% | Mar 2025 |
|
BetterWealth | 234k | $7.2M | -63% | Dec 2024 |
|
Timonier Family Office | 227k | $7.0M | 100% | Dec 2024 |
|
Sterling Financial Planning | 205k | $6.3M | 5% | Dec 2024 |
|
Navigoe | 199k | $6.1M | 100% | Dec 2024 |
|
Beacon Pointe Advisors | 194k | $6.0M | 3% | Dec 2024 |
|
PBMares Wealth Management | 193k | $5.9M | 4% | Dec 2024 |
|
McIlrath & Eck | 193k | $5.9M | 7% | Dec 2024 |
|
Putnam Fl Investment Management | 190k | $5.8M | -4% | Dec 2024 |
|
Aveo Capital Partners | 187k | $5.8M | -6% | Dec 2024 |
|
Greenline Partners | 181k | $5.6M | 100% | Dec 2024 |
|
Eq Wealth Advisors | 178k | $5.5M | 100% | Dec 2024 |
|
Farther Finance Advisors | 170k | $4.8M | 49% | Mar 2025 |
|
Phillips Financial Management | 170k | $5.2M | -3% | Dec 2024 |
|
Tortoise Investment Management | 169k | $5.2M | 4% | Dec 2024 |
|
Financial Engines Advisors L.L.C | 162k | $5.0M | 83% | Dec 2024 |
|
Corrigan Financial | 162k | $4.6M | 25% | Mar 2025 |
|
Trust Co of the South | 158k | $4.9M | 15% | Dec 2024 |
|
Schoolcraft Capital | 157k | $4.4M | 10% | Mar 2025 |
|
Kovitz Investment Group Partners | 151k | $4.7M | 0% | Dec 2024 |
|
Efficient Frontier Advisors | 149k | $4.2M | 0% | Mar 2025 |
|
Hemington Wealth Management | 148k | $4.6M | 5% | Dec 2024 |
|
Cambridge Investment Research Advisors | 144k | $4.4M | 12% | Dec 2024 |
|
Ancora Advisors | 143k | $4.4M | 10% | Dec 2024 |
|
Pillar Financial Advisors | 141k | $4.0M | 15% | Mar 2025 |
|
Krasney Financial | 139k | $3.9M | -16% | Mar 2025 |
|
Discipline Wealth Solutions | 137k | $4.2M | 14% | Dec 2024 |
|
Fermata Advisors | 136k | $3.8M | 6% | Mar 2025 |
|
Collective Family Office | 134k | $3.8M | 48% | Mar 2025 |
|
Quent Capital | 130k | $3.7M | 35% | Mar 2025 |
|
Vantage Point Financial | 129k | $4.0M | 100% | Dec 2024 |
|
Pettinga Financial Advisors | 125k | $3.9M | 73% | Dec 2024 |
|
Keb Asset Management | 122k | $3.8M | 6% | Dec 2024 |
|
Betterment | 118k | $3.6M | 56% | Dec 2024 |
|
Stifel Financial | 117k | $3.6M | -1% | Dec 2024 |
|
Vestia Personal Wealth Advisors | 115k | $3.5M | 17% | Dec 2024 |
|
Tru Independence Asset Management 2 | 115k | $3.5M | -27% | Dec 2024 |
|
Gradient Capital Advisors | 115k | $3.5M | 23% | Dec 2024 |
|
Disciplined Investors | 115k | $3.5M | 100% | Dec 2024 |
|
Wealthcare Advisory Partners | 113k | $3.2M | 141% | Mar 2025 |
|
Cravens & Co Advisors | 113k | $3.5M | 1% | Dec 2024 |
|
American Investment Services | 112k | $3.5M | -1% | Dec 2024 |
|
Strathmore Capital Advisors | 112k | $3.4M | 100% | Dec 2024 |
|
Aviance Capital Partners | 111k | $3.4M | 4% | Dec 2024 |
|
Quantum Financial Advisors | 111k | $3.4M | 37% | Dec 2024 |
|
Pinney & Scofield | 106k | $3.3M | 100% | Dec 2024 |
|
Lam Group | 103k | $2.9M | 11% | Mar 2025 |
|
Melfa Wealth Management | 97k | $3.0M | 24% | Dec 2024 |
|
Aurelius Family Office | 94k | $2.9M | 100% | Dec 2024 |
|
Level Financial Advisors | 92k | $2.6M | 13% | Mar 2025 |
|
Integrated Wealth Concepts | 89k | $2.7M | 0% | Dec 2024 |
|
CWM | 89k | $2.7M | 40% | Dec 2024 |
|
SC&H Financial Advisors | 88k | $2.7M | 3% | Dec 2024 |
|
Advyzon Investment Management | 87k | $2.7M | 100% | Dec 2024 |
|
Dopkins Wealth Management | 85k | $2.6M | 402% | Dec 2024 |
|
Ronald Blue Trust | 84k | $2.6M | 49% | Dec 2024 |
|
Financial Symmetry | 83k | $2.6M | -4% | Dec 2024 |
|
Two West Capital Advisors | 83k | $2.1M | 8% | Mar 2025 |
|
Vannoy Advisory Group | 82k | $2.5M | -1% | Dec 2024 |
|
Branch Banking & Trust Company | 69k | $2.1M | -18% | Dec 2024 |
|
Mercer Global Advisors | 8.3k | $255k | -94% | Dec 2024 |
|