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 |
|---|---|---|---|---|---|
| JMG Financial Group | 4.9M | $141M | 5% | Jun 2024 |
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| Savant Capital Management | 4.6M | $134M | 64% | Jun 2024 |
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| Mather Group | 3.0M | $92M | 100% | Sep 2024 |
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| CI Private Wealth | 2.7M | $79M | 24% | Jun 2024 |
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| EP Wealth Advisors | 2.5M | $72M | -6% | Jun 2024 |
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| Modera Wealth Management | 2.3M | $68M | 9% | Jun 2024 |
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| Comprehensive Portfolio Management | 2.0M | $63M | 4% | Sep 2024 |
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| Index Fund Advisors | 1.6M | $47M | 15% | Jun 2024 |
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| Arista Wealth Management | 1.6M | $45M | 222% | Jun 2024 |
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| Buckingham Asset Management | 1.5M | $43M | 22% | Jun 2024 |
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| DiNuzzo Private Wealth | 1.2M | $38M | 0% | Sep 2024 |
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| Cable Hill Partners | 1.2M | $33M | 6% | Jun 2024 |
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| Bank of America Corporation | 1.1M | $33M | 26% | Jun 2024 |
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| Pathstone Holdings | 1.0M | $30M | 3% | Jun 2024 |
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| H D Vest Advisory Services | 1.0M | $29M | 215% | Jun 2024 |
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| LPL Financial | 938k | $27M | 9% | Jun 2024 |
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| Vestmark Advisory Solutions | 900k | $26M | 21% | Jun 2024 |
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| Commonwealth Equity Services | 839k | $26M | 2% | Sep 2024 |
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| Stordahl Capital Management | 833k | $25M | 0% | Sep 2024 |
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| Burns Wealth Management | 828k | $24M | 14% | Jun 2024 |
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| Evanson Asset Management | 806k | $25M | 10% | Sep 2024 |
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| Jackson Thornton Asset Management | 803k | $23M | 2% | Jun 2024 |
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| Root Financial Partners | 796k | $23M | 37% | Jun 2024 |
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| Mosaic Family Wealth Partners | 777k | $22M | 3% | Jun 2024 |
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| Raymond James Financial Services Advisors | 757k | $23M | 26% | Sep 2024 |
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| Alpha Financial Advisors | 736k | $23M | 1% | Sep 2024 |
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| Envestnet Asset Management | 708k | $20M | 16% | Jun 2024 |
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| Truepoint | 673k | $19M | -3% | Jun 2024 |
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| Equita Financial Network | 666k | $19M | 14% | Jun 2024 |
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| Safeguard Investment Advisory Group | 664k | $19M | 13% | Jun 2024 |
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| Retirement Solution | 641k | $18M | 1% | Jun 2024 |
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| Jentner | 615k | $18M | 10% | Jun 2024 |
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| BetterWealth | 611k | $18M | 2% | Jun 2024 |
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| Hassell Wealth Management | 599k | $19M | 8% | Jun 2024 |
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| Zhang Financial | 589k | $18M | 9% | Sep 2024 |
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| Leading Edge Financial Planning | 556k | $16M | 13% | Jun 2024 |
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| HPM Partners | 525k | $15M | 14% | Jun 2024 |
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| Integris Wealth Management | 523k | $16M | 1% | Sep 2024 |
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| Goss Wealth Management | 515k | $15M | -18% | Jun 2024 |
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| Chicago Partners Investment | 508k | $16M | 3% | Jun 2024 |
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| Geneos Wealth Management | 504k | $15M | 1% | Jun 2024 |
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| Creative Planning | 487k | $15M | 7% | Sep 2024 |
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| Waterway Wealth Management | 459k | $14M | 2% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 429k | $12M | 8% | Jun 2024 |
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| Krilogy Financial | 403k | $12M | 4% | Sep 2024 |
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| Putnam Fl Investment Management | 402k | $12M | 100% | Jun 2024 |
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| Grunden Financial Advisory | 398k | $12M | 1% | Sep 2024 |
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| HighTower Advisors | 392k | $11M | 5% | Jun 2024 |
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| Rather & Kittrell | 387k | $11M | 19% | Jun 2024 |
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| Well Done | 382k | $12M | 1% | Sep 2024 |
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| Total Wealth Planning | 355k | $11M | 8% | Sep 2024 |
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| von Borstel & Associates | 353k | $11M | 100% | Sep 2024 |
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| Oceanside Advisors | 352k | $10M | 3% | Jun 2024 |
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| Physician Wealth Solutions | 347k | $10M | 48% | Jun 2024 |
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| Diversified Portfolios | 319k | $9.2M | 29% | Jun 2024 |
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| Eqis Capital Management | 316k | $9.1M | 1% | Jun 2024 |
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| Perigon Wealth Management | 316k | $9.7M | 16% | Sep 2024 |
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| Gail Mannix | 309k | $8.9M | 5% | Jun 2024 |
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| Pinnacle Wealth Management Advisory | 307k | $9.5M | -1% | Sep 2024 |
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| Wealth Dimensions Group | 291k | $8.4M | 16% | Jun 2024 |
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| RCS Financial Planning | 279k | $8.0M | 15% | Jun 2024 |
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| Financial Architects | 278k | $8.0M | 4% | Jun 2024 |
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| Jpmorgan Chase & Co | 270k | $7.7M | 2% | Jun 2024 |
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| AdvisorNet Financial | 267k | $8.2M | 6% | Sep 2024 |
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| Hanson McClain Advisors | 264k | $8.0M | 424% | Jun 2024 |
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| Abel Hall | 263k | $7.6M | 6% | Jun 2024 |
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| Peapack Gladstone Financial Corp | 258k | $7.4M | 13% | Jun 2024 |
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| Mariner Wealth Advisors | 257k | $7.4M | 6% | Jun 2024 |
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| Hill Investment Group Partners | 255k | $7.9M | -7% | Jun 2024 |
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| Ballentine Capital Advisors | 254k | $7.3M | 4% | Jun 2024 |
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| Vance Wealth | 250k | $7.2M | -43% | Jun 2024 |
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| Tobias Financial Advisors | 250k | $7.2M | 20% | Jun 2024 |
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| BOS Asset Management | 247k | $7.6M | 11% | Sep 2024 |
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| Cahill Wealth Management | 246k | $7.1M | 8% | Jun 2024 |
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| Strategic Investment Solutions | 221k | $7.0M | 100% | Jun 2024 |
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| Royal Bank of Canada | 213k | $6.1M | 12% | Jun 2024 |
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| Advisory Services & Investments | 212k | $6.1M | 1% | Jun 2024 |
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| Yeomans Consulting Group | 207k | $6.0M | 2% | Jun 2024 |
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| Resources Investment Advisors | 202k | $5.8M | 72% | Jun 2024 |
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| Aveo Capital Partners | 193k | $5.6M | -1% | Jun 2024 |
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| Beacon Pointe Advisors | 185k | $5.3M | -2% | Jun 2024 |
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| Kestra Advisory Services | 180k | $5.2M | 49% | Jun 2024 |
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| Krasney Financial | 177k | $5.1M | -8% | Jun 2024 |
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| Annapolis Financial Services | 176k | $5.4M | 20% | Sep 2024 |
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| Phillips Financial Management | 174k | $5.0M | 1% | Jun 2024 |
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| Sterling Financial Planning | 172k | $4.9M | 12% | Jun 2024 |
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| Efficient Frontier Advisors | 149k | $4.6M | 0% | Sep 2024 |
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| Schoolcraft Capital | 142k | $4.4M | -1% | Sep 2024 |
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| PBMares Wealth Management | 142k | $4.1M | 7% | Jun 2024 |
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| Trust Co of the South | 137k | $4.2M | 13% | Sep 2024 |
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| American Investment Services | 120k | $3.5M | 0% | Jun 2024 |
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| Stifel Financial | 119k | $3.4M | -2% | Jun 2024 |
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| Corrigan Financial | 119k | $3.7M | 17% | Sep 2024 |
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| Keb Asset Management | 114k | $3.3M | 1% | Jun 2024 |
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| Ancora Advisors | 113k | $3.3M | 112% | Jun 2024 |
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| Cravens & Co Advisors | 113k | $3.3M | 10% | Jun 2024 |
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| Tortoise Investment Management | 111k | $3.2M | 153% | Jun 2024 |
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| Cambridge Investment Research Advisors | 108k | $3.1M | 48% | Jun 2024 |
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| Lantz Financial | 103k | $3.2M | 26% | Sep 2024 |
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| Discipline Wealth Solutions | 100k | $2.9M | 12% | Jun 2024 |
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| Fermata Advisors | 96k | $3.0M | 23% | Sep 2024 |
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| Gradient Capital Advisors | 93k | $2.9M | 31% | Sep 2024 |
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| Lam Group | 93k | $2.9M | -1% | Sep 2024 |
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| Mercer Global Advisors | 91k | $91k | -1% | Jun 2024 |
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| True Wealth Design | 90k | $2.6M | -25% | Jun 2024 |
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| Integrated Wealth Concepts | 89k | $2.6M | 0% | Jun 2024 |
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| Financial Symmetry | 87k | $2.7M | 5% | Sep 2024 |
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| Aviance Capital Partners | 86k | $2.5M | -2% | Jun 2024 |
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| Collective Family Office | 85k | $2.6M | 58% | Sep 2024 |
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| Vestia Personal Wealth Advisors | 85k | $2.4M | 100% | Jun 2024 |
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| Vannoy Advisory Group | 83k | $2.6M | 0% | Sep 2024 |
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| D. E. Shaw & Co | 82k | $2.4M | 91% | Jun 2024 |
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| SC&H Financial Advisors | 82k | $2.3M | 0% | Jun 2024 |
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| Quantum Financial Advisors | 81k | $2.5M | 18% | Sep 2024 |
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| W.H. Cornerstone Investments | 80k | $2.3M | 16% | Jun 2024 |
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| LJI Wealth Management | 78k | $2.3M | 18% | Jun 2024 |
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| Melfa Wealth Management | 78k | $2.4M | 3% | Sep 2024 |
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| Branch Banking & Trust Company | 78k | $2.2M | 30% | Jun 2024 |
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| SNS Financial | 77k | $2.2M | -2% | Jun 2024 |
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| Diversified Trust Company | 76k | $2.3M | 100% | Sep 2024 |
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| Hemington Wealth Management | 75k | $2.2M | 72% | Jun 2024 |
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| Evensky & Katz | 75k | $2.3M | 0% | Sep 2024 |
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| V2 Financial group | 74k | $2.3M | 100% | Jun 2024 |
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| REDW Stanley Financial Advisors | 73k | $2.1M | 243% | Jun 2024 |
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| Level Financial Advisors | 71k | $2.2M | 30% | Sep 2024 |
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| Pettinga Financial Advisors | 70k | $2.0M | 31% | Jun 2024 |
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| Quent Capital | 70k | $2.2M | 15% | Sep 2024 |
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| Two West Capital Advisors | 68k | $2.1M | 10% | Sep 2024 |
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| Renaissance Technologies | 68k | $2.0M | 69% | Jun 2024 |
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| Legacy Financial Group | 68k | $2.0M | 10% | Jun 2024 |
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| Firethorn Wealth Partners | 65k | $2.0M | -3% | Sep 2024 |
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| CWM | 63k | $2.0M | 556% | Sep 2024 |
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| Advisory Alpha | 63k | $1.8M | -57% | Jun 2024 |
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| Wealthfront Advisers | 61k | $1.8M | 68% | Jun 2024 |
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| Dopkins Wealth Management | 60k | $1.7M | 3% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 60k | $1.8M | -1% | Sep 2024 |
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| Altiora Financial Group | 59k | $1.7M | 265% | Jun 2024 |
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| Mattern Wealth Management | 59k | $1.8M | 6% | Sep 2024 |
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| Farther Finance Advisors | 59k | $1.7M | 4% | Jun 2024 |
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| Wealthcare Advisory Partners | 57k | $1.6M | 44% | Jun 2024 |
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| Rehmann Capital Advisory | 57k | $1.6M | 14% | Jun 2024 |
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| SageView Advisory Group | 57k | $1.6M | 0% | Jun 2024 |
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| Ronald Blue Trust | 56k | $1.6M | 2% | Sep 2024 |
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| Roberts Glore & Co | 55k | $1.6M | 7% | Jun 2024 |
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| Gemmer Asset Management | 54k | $1.5M | 347% | Jun 2024 |
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| Monograph Wealth Advisors | 47k | $1.4M | 0% | Jun 2024 |
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| FineMark National Bank & Trust | 46k | $1.3M | 3% | Jun 2024 |
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| Investmark Advisory Group | 46k | $1.3M | -2% | Jun 2024 |
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| Liberty Capital Management | 46k | $1.3M | 0% | Jun 2024 |
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| Schubert & Co | 45k | $1.4M | 11% | Sep 2024 |
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| Jane Street | 44k | $1.3M | -70% | Jun 2024 |
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| Citadel Advisors | 23k | $652k | -50% | Jun 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Balyasny Asset Management | Mar 2024 | 268k | $8.1M |
| Relative Value Partners | Mar 2024 | 197k | $5.5M |
| Lincoln National | Mar 2024 | 100k | $3.0M |
| Soundmark Wealth Management | Mar 2024 | 93k | $2.8M |