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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 8.2M | $247M | 4% | Mar 2024 |
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| JMG Financial Group | 4.4M | $127M | -5% | Dec 2023 |
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| EP Wealth Advisors | 2.6M | $75M | 6% | Dec 2023 |
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| Savant Capital Management | 2.3M | $66M | 52% | Dec 2023 |
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| Comprehensive Portfolio Management | 1.9M | $58M | 3% | Mar 2024 |
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| CI Private Wealth | 1.9M | $56M | 12% | Dec 2023 |
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| Modera Wealth Management | 1.9M | $55M | 39% | Dec 2023 |
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| DiNuzzo Private Wealth | 1.2M | $36M | 100% | Dec 2023 |
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| Cable Hill Partners | 1.1M | $31M | 11% | Dec 2023 |
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| Pathstone Holdings | 1.0M | $30M | 100% | Dec 2023 |
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| Stordahl Capital Management | 822k | $25M | 3% | Mar 2024 |
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| Jackson Thornton Asset Management | 768k | $22M | 19% | Dec 2023 |
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| Commonwealth Equity Services | 741k | $22M | 0% | Dec 2023 |
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| Truepoint | 729k | $21M | 6% | Dec 2023 |
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| Alpha Financial Advisors | 705k | $21M | 9% | Dec 2023 |
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| Mosaic Family Wealth Partners | 697k | $20M | -5% | Dec 2023 |
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| Seaside Wealth Management | 667k | $20M | 2% | Mar 2024 |
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| Buckingham Asset Management | 645k | $19M | 155% | Dec 2023 |
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| AE Wealth Management | 641k | $18M | 4% | Dec 2023 |
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| Retirement Solution | 634k | $19M | 3% | Dec 2023 |
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| Evanson Asset Management | 632k | $19M | 13% | Mar 2024 |
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| Vestmark Advisory Solutions | 625k | $18M | 16% | Dec 2023 |
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| BetterWealth | 597k | $18M | 1% | Mar 2024 |
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| Root Financial Partners | 580k | $18M | 27% | Mar 2024 |
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| Bridgeworth | 569k | $17M | 13% | Dec 2023 |
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| Raymond James Financial Services Advisors | 552k | $17M | 15% | Mar 2024 |
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| Hassell Wealth Management | 544k | $16M | 0% | Dec 2023 |
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| Integris Wealth Management | 535k | $16M | 8% | Dec 2023 |
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| Private Wealth Management Group | 530k | $15M | 100% | Dec 2023 |
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| Safeguard Investment Advisory Group | 519k | $15M | 10% | Dec 2023 |
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| Geneos Wealth Management | 503k | $15M | -1% | Dec 2023 |
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| Jentner | 496k | $15M | 225% | Dec 2023 |
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| Chicago Partners Investment | 492k | $14M | 0% | Mar 2024 |
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| Arista Wealth Management | 487k | $15M | -54% | Mar 2024 |
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| Zhang Financial | 486k | $15M | 29% | Mar 2024 |
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| Bank Of Montreal | 480k | $14M | 26% | Dec 2023 |
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| Waterway Wealth Management | 471k | $14M | 0% | Mar 2024 |
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| Vance Wealth | 438k | $13M | -2% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 398k | $12M | 10% | Mar 2024 |
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| HPM Partners | 393k | $11M | 42% | Dec 2023 |
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| HighTower Advisors | 381k | $11M | -2% | Dec 2023 |
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| Grunden Financial Advisory | 375k | $11M | 100% | Dec 2023 |
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| Creative Planning | 373k | $11M | 189% | Dec 2023 |
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| Well Done | 363k | $11M | 1768% | Mar 2024 |
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| Bank of America Corporation | 347k | $10M | 52% | Dec 2023 |
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| Oceanside Advisors | 342k | $10M | 3% | Mar 2024 |
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| Krilogy Financial | 338k | $10M | 2% | Mar 2024 |
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| Rather & Kittrell | 326k | $9.8M | 19% | Mar 2024 |
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| Advisor Group Holdings | 324k | $9.4M | -31% | Dec 2023 |
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| Total Wealth Planning | 302k | $9.1M | 8% | Mar 2024 |
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| Gail Mannix | 301k | $8.8M | -6% | Dec 2023 |
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| Pinnacle Wealth Management Advisory | 301k | $8.8M | -5% | Dec 2023 |
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| Hill Investment Group Partners | 288k | $8.4M | 7% | Dec 2023 |
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| Equita Financial Network | 277k | $8.1M | 4% | Dec 2023 |
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| Financial Architects | 244k | $7.1M | 100% | Dec 2023 |
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| AdvisorNet Financial | 241k | $7.3M | 3113% | Mar 2024 |
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| Ballentine Capital Advisors | 235k | $6.6M | 100% | Dec 2023 |
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| Abel Hall | 235k | $6.8M | 100% | Dec 2023 |
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| Physician Wealth Solutions | 234k | $7.1M | 32% | Mar 2024 |
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| RCS Financial Planning | 234k | $6.8M | 1% | Dec 2023 |
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| Jpmorgan Chase & Co | 233k | $6.8M | 1% | Dec 2023 |
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| Wealth Dimensions Group | 221k | $6.4M | 23% | Dec 2023 |
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| Cahill Wealth Management | 219k | $6.4M | 11% | Dec 2023 |
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| Mariner Wealth Advisors | 214k | $6.2M | 24% | Dec 2023 |
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| Yeomans Consulting Group | 214k | $6.2M | 100% | Dec 2023 |
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| Diversified Portfolios | 212k | $6.2M | 66% | Dec 2023 |
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| Advisory Services & Investments | 210k | $6.3M | 8% | Mar 2024 |
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| Relative Value Partners | 197k | $5.7M | 48% | Dec 2023 |
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| Aveo Capital Partners | 194k | $5.7M | -14% | Dec 2023 |
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| Krasney Financial | 194k | $5.8M | 0% | Mar 2024 |
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| Beacon Pointe Advisors | 184k | $5.4M | 1% | Dec 2023 |
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| Buckingham Strategic Partners | 174k | $5.1M | 205% | Dec 2023 |
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| Phillips Financial Management | 172k | $5.2M | 2% | Mar 2024 |
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| Jane Street | 164k | $4.8M | 100% | Dec 2023 |
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| McIlrath & Eck | 145k | $4.2M | 121% | Dec 2023 |
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| Sterling Financial Planning | 142k | $4.1M | 9% | Dec 2023 |
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| Advisory Alpha | 139k | $4.1M | 1% | Dec 2023 |
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| Annapolis Financial Services | 129k | $3.9M | -3% | Mar 2024 |
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| True Wealth Design | 123k | $3.6M | 5% | Dec 2023 |
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| Wealthsource Partners | 113k | $3.3M | 9% | Dec 2023 |
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| Keb Asset Management | 112k | $3.4M | 0% | Mar 2024 |
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| American Investment Services | 109k | $3.2M | 38% | Dec 2023 |
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| Trust Co of the South | 107k | $3.2M | 32% | Mar 2024 |
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| Stifel Financial | 106k | $3.1M | 15% | Dec 2023 |
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| Schoolcraft Capital | 105k | $3.2M | 10% | Mar 2024 |
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| Corrigan Financial | 101k | $3.0M | 75% | Mar 2024 |
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| Cravens & Co Advisors | 101k | $2.9M | -1% | Dec 2023 |
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| PBMares Wealth Management | 98k | $2.8M | 115% | Dec 2023 |
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| Lincoln National | 95k | $2.8M | 5% | Dec 2023 |
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| Soundmark Wealth Management | 93k | $2.8M | 22% | Mar 2024 |
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| Lam Group | 93k | $2.8M | 1% | Mar 2024 |
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| Royal Bank of Canada | 92k | $2.7M | 49% | Dec 2023 |
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| H D Vest Advisory Services | 87k | $2.5M | 811% | Dec 2023 |
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| Aviance Capital Partners | 87k | $2.6M | 2% | Mar 2024 |
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| Kestra Advisory Services | 84k | $2.4M | 53% | Dec 2023 |
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| SC&H Financial Advisors | 80k | $2.3M | -5% | Dec 2023 |
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| Discipline Wealth Solutions | 80k | $2.3M | 100% | Dec 2023 |
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| SNS Financial | 78k | $2.4M | 3% | Mar 2024 |
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| Balyasny Asset Management | 78k | $2.3M | 100% | Dec 2023 |
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| Nalls Sherbakoff Group | 75k | $2.2M | 3% | Dec 2023 |
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| Evensky & Katz | 74k | $2.2M | 0% | Mar 2024 |
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| Cambridge Investment Research Advisors | 73k | $2.2M | 30% | Mar 2024 |
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| Melfa Wealth Management | 70k | $2.1M | 9% | Mar 2024 |
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| Financial Symmetry | 67k | $1.9M | 100% | Dec 2023 |
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| Two Sigma Investments | 66k | $1.9M | -12% | Dec 2023 |
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| Gradient Capital Advisors | 62k | $1.9M | 13% | Mar 2024 |
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| Lantz Financial | 61k | $1.8M | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 60k | $1.8M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 59k | $1.7M | 17% | Dec 2023 |
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| Firethorn Wealth Partners | 58k | $1.8M | 53% | Mar 2024 |
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| SageView Advisory Group | 57k | $1.7M | -1% | Dec 2023 |
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| Farther Finance Advisors | 56k | $1.6M | -2% | Dec 2023 |
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| Fermata Advisors | 55k | $1.7M | 21% | Mar 2024 |
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| Pettinga Financial Advisors | 54k | $1.6M | 10% | Mar 2024 |
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| Dopkins Wealth Management | 53k | $1.5M | 100% | Dec 2023 |
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| Hanson McClain Advisors | 50k | $1.5M | -21% | Mar 2024 |
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| Collective Family Office | 50k | $1.5M | 2% | Mar 2024 |
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| Monograph Wealth Advisors | 47k | $1.4M | 7% | Dec 2023 |
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| Liberty Capital Management | 46k | $1.4M | 0% | Mar 2024 |
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| Betterment | 45k | $1.3M | 13% | Dec 2023 |
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| Eudaimonia Partners | 44k | $1.3M | 4% | Mar 2024 |
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| Roberts Glore & Co | 44k | $1.3M | 7% | Dec 2023 |
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| Tortoise Investment Management | 43k | $1.2M | 22% | Dec 2023 |
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| Global Trust Asset Management | 42k | $1.3M | 3% | Mar 2024 |
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| Ronald Blue Trust | 41k | $1.0M | 41% | Dec 2023 |
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| Wealthcare Advisory Partners | 40k | $1.2M | 6% | Mar 2024 |
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| FineMark National Bank & Trust | 39k | $1.1M | 100% | Dec 2023 |
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| W.H. Cornerstone Investments | 39k | $1.1M | 100% | Dec 2023 |
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| Schubert & Co | 38k | $1.1M | -1% | Dec 2023 |
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| HFG Advisors | 37k | $1.1M | 100% | Mar 2024 |
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| Meritas Wealth Management | 37k | $1.1M | -1% | Mar 2024 |
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| Wealthfront Advisers | 36k | $1.1M | 82% | Mar 2024 |
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| Level Financial Advisors | 36k | $1.1M | 259% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 36k | $1.0M | -9% | Dec 2023 |
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| Heirloom Wealth Management | 35k | $1.1M | -4% | Mar 2024 |
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| Flow Traders US | 35k | $1.0M | 74% | Dec 2023 |
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| Fortis Capital Management | 31k | $900k | 0% | Dec 2023 |
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| Capital Planning | 30k | $909k | 20% | Mar 2024 |
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| Aire Advisors | 30k | $866k | 100% | Dec 2023 |
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| Ancora Advisors | 28k | $801k | 104% | Dec 2023 |
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| Team Hewins | 26k | $768k | 100% | Dec 2023 |
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| Kathleen S. Wright Associates | 26k | $786k | 85% | Mar 2024 |
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| Disciplined Investments | 25k | $765k | 0% | Mar 2024 |
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| Mendota Financial Group | 25k | $726k | -28% | Dec 2023 |
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| Northwest Wealth Management | 25k | $717k | 111% | Dec 2023 |
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| Sandy Spring Bank | 24k | $693k | 194% | Dec 2023 |
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| Mattern Wealth Management | 23k | $674k | 75% | Dec 2023 |
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| UMA Financial Services | 23k | $646k | 1% | Mar 2024 |
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| Revolve Wealth Partners | 22k | $673k | 1% | Mar 2024 |
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| Sprinkle Financial Consultants | 22k | $668k | 100% | Mar 2024 |
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| Quarry Hill Advisors | 22k | $641k | 73% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cardiff Park Advisors | Sep 2023 | 303k | $7.7M |
| Citadel Advisors | Sep 2023 | 34k | $851k |
| Advisor Resource Council | Dec 2023 | 29k | $836k |
| Sigma Planning | Sep 2023 | 27k | $694k |