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 | 4.7M | $140M | 7% | Mar 2024 |
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| Savant Capital Management | 2.8M | $85M | 25% | Mar 2024 |
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| EP Wealth Advisors | 2.7M | $80M | 4% | Mar 2024 |
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| CI Private Wealth | 2.2M | $67M | 15% | Mar 2024 |
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| Modera Wealth Management | 2.2M | $65M | 14% | Mar 2024 |
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| Comprehensive Portfolio Management | 1.9M | $58M | 3% | Mar 2024 |
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| Index Fund Advisors | 1.4M | $43M | 100% | Mar 2024 |
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| DiNuzzo Private Wealth | 1.2M | $37M | 0% | Mar 2024 |
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| Buckingham Asset Management | 1.2M | $37M | 89% | Mar 2024 |
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| Cable Hill Partners | 1.2M | $33M | 6% | Jun 2024 |
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| Pathstone Holdings | 1.0M | $30M | -2% | Mar 2024 |
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| Bank of America Corporation | 910k | $27M | 162% | Mar 2024 |
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| LPL Financial | 860k | $26M | 100% | Mar 2024 |
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| Stordahl Capital Management | 831k | $24M | 1% | Jun 2024 |
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| Commonwealth Equity Services | 798k | $24M | 8% | Mar 2024 |
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| Jackson Thornton Asset Management | 785k | $24M | 2% | Mar 2024 |
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| Mosaic Family Wealth Partners | 755k | $23M | 8% | Mar 2024 |
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| Vestmark Advisory Solutions | 741k | $22M | 18% | Mar 2024 |
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| Evanson Asset Management | 736k | $21M | 16% | Jun 2024 |
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| Alpha Financial Advisors | 727k | $21M | 0% | Jun 2024 |
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| Burns Wealth Management | 724k | $22M | 100% | Mar 2024 |
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| Truepoint | 691k | $21M | -5% | Mar 2024 |
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| Seaside Wealth Management | 667k | $20M | 2% | Mar 2024 |
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| Retirement Solution | 641k | $18M | 1% | Jun 2024 |
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| Goss Wealth Management | 625k | $19M | 100% | Mar 2024 |
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| BetterWealth | 611k | $18M | 2% | Jun 2024 |
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| Envestnet Asset Management | 609k | $18M | 100% | Mar 2024 |
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| Private Wealth Management Group | 603k | $18M | 14% | Mar 2024 |
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| Raymond James Financial Services Advisors | 601k | $17M | 9% | Jun 2024 |
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| Safeguard Investment Advisory Group | 586k | $18M | 13% | Mar 2024 |
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| Equita Financial Network | 584k | $18M | 111% | Mar 2024 |
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| Root Financial Partners | 580k | $18M | 27% | Mar 2024 |
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| Jentner | 558k | $17M | 12% | Mar 2024 |
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| Hassell Wealth Management | 555k | $16M | 2% | Mar 2024 |
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| Bank Of Montreal | 541k | $16M | 13% | Mar 2024 |
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| Zhang Financial | 538k | $16M | 11% | Jun 2024 |
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| Integris Wealth Management | 516k | $15M | -9% | Jun 2024 |
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| Geneos Wealth Management | 504k | $15M | 1% | Jun 2024 |
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| Leading Edge Financial Planning | 493k | $15M | 100% | Mar 2024 |
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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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| Buckingham Strategic Partners | 482k | $15M | 177% | Mar 2024 |
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| HPM Partners | 460k | $14M | 17% | Mar 2024 |
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| Waterway Wealth Management | 450k | $13M | -5% | Jun 2024 |
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| Vance Wealth | 439k | $13M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 429k | $12M | 8% | Jun 2024 |
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| Creative Planning | 425k | $13M | 14% | Mar 2024 |
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| Krilogy Financial | 389k | $11M | 15% | Jun 2024 |
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| Grunden Financial Advisory | 382k | $12M | 2% | Mar 2024 |
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| Well Done | 379k | $11M | 5% | Jun 2024 |
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| HighTower Advisors | 375k | $11M | -2% | Mar 2024 |
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| Advisor Group Holdings | 365k | $11M | 13% | Mar 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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| Rather & Kittrell | 326k | $9.8M | 19% | Mar 2024 |
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| H D Vest Advisory Services | 321k | $9.7M | 268% | Mar 2024 |
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| Diversified Portfolios | 319k | $9.2M | 29% | Jun 2024 |
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| Eqis Capital Management | 313k | $9.4M | 100% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 309k | $8.9M | 5% | Jun 2024 |
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| Total Wealth Planning | 302k | $9.1M | 8% | Mar 2024 |
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| Northern Trust | 297k | $8.9M | 100% | Mar 2024 |
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| Gail Mannix | 295k | $8.9M | -2% | Mar 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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| Hill Investment Group Partners | 274k | $8.2M | -5% | Mar 2024 |
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| Balyasny Asset Management | 268k | $8.1M | 245% | Mar 2024 |
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| Jpmorgan Chase & Co | 266k | $8.0M | 14% | Mar 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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| AdvisorNet Financial | 253k | $7.3M | 5% | Jun 2024 |
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| Wealth Dimensions Group | 251k | $7.6M | 14% | Mar 2024 |
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| Perigon Wealth Management | 246k | $7.4M | 3268% | Mar 2024 |
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| Ballentine Capital Advisors | 243k | $7.3M | 4% | Mar 2024 |
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| Mariner Wealth Advisors | 242k | $7.3M | 13% | Mar 2024 |
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| Cahill Wealth Management | 228k | $6.9M | 4% | Mar 2024 |
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| Peapack Gladstone Financial Corp | 228k | $6.9M | 100% | Mar 2024 |
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| McIlrath & Eck | 228k | $6.9M | 57% | Mar 2024 |
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| Advisory Services & Investments | 210k | $6.3M | 100% | Mar 2024 |
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| Tobias Financial Advisors | 208k | $6.3M | 100% | Mar 2024 |
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| Yeomans Consulting Group | 207k | $6.0M | 2% | Jun 2024 |
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| Aveo Capital Partners | 195k | $5.7M | 0% | Mar 2024 |
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| Krasney Financial | 194k | $5.8M | 0% | Mar 2024 |
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| Royal Bank of Canada | 191k | $5.7M | 107% | Mar 2024 |
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| Beacon Pointe Advisors | 189k | $5.7M | 2% | Mar 2024 |
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| BOS Asset Management | 187k | $5.6M | 100% | Mar 2024 |
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| Phillips Financial Management | 172k | $5.2M | 2% | Mar 2024 |
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| Sterling Financial Planning | 154k | $4.6M | 8% | Mar 2024 |
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| Efficient Frontier Advisors | 149k | $4.3M | 100% | Jun 2024 |
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| Annapolis Financial Services | 146k | $4.2M | 13% | Jun 2024 |
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| Advisory Alpha | 145k | $4.4M | 4% | Mar 2024 |
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| Jane Street | 144k | $4.3M | -12% | Mar 2024 |
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| PBMares Wealth Management | 142k | $4.1M | 7% | Jun 2024 |
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| Stifel Financial | 122k | $3.7M | 14% | Mar 2024 |
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| Trust Co of the South | 121k | $3.5M | 13% | Jun 2024 |
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| Kestra Advisory Services | 121k | $3.6M | 44% | Mar 2024 |
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| American Investment Services | 120k | $3.6M | 10% | Mar 2024 |
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| True Wealth Design | 120k | $3.6M | -2% | Mar 2024 |
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| Resources Investment Advisors | 118k | $3.5M | 100% | Mar 2024 |
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| Keb Asset Management | 114k | $3.3M | 1% | Jun 2024 |
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| Schoolcraft Capital | 105k | $3.2M | 10% | Mar 2024 |
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| Cravens & Co Advisors | 103k | $3.1M | 2% | Mar 2024 |
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| Corrigan Financial | 101k | $3.0M | 0% | Jun 2024 |
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| Lam Group | 94k | $2.7M | 1% | Jun 2024 |
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| Mercer Global Advisors | 92k | $92k | 1173% | Mar 2024 |
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| Discipline Wealth Solutions | 90k | $2.7M | 11% | Mar 2024 |
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| Integrated Wealth Concepts | 89k | $2.7M | 100% | Mar 2024 |
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| Aviance Capital Partners | 87k | $2.6M | 2% | Mar 2024 |
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| Vannoy Advisory Group | 83k | $2.4M | 0% | Jun 2024 |
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| Financial Symmetry | 83k | $2.4M | 18% | Jun 2024 |
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| Lantz Financial | 82k | $2.4M | 3% | Jun 2024 |
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| SC&H Financial Advisors | 81k | $2.4M | 1% | Mar 2024 |
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| W.H. Cornerstone Investments | 80k | $2.3M | 16% | Jun 2024 |
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| Fermata Advisors | 78k | $2.2M | 41% | Jun 2024 |
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| SNS Financial | 77k | $2.2M | -2% | Jun 2024 |
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| Melfa Wealth Management | 76k | $2.2M | 9% | Jun 2024 |
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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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| Gradient Capital Advisors | 71k | $2.0M | 14% | Jun 2024 |
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| Pettinga Financial Advisors | 70k | $2.0M | 31% | Jun 2024 |
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| Quantum Financial Advisors | 68k | $2.0M | 5% | Jun 2024 |
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| LJI Wealth Management | 67k | $2.0M | 100% | Mar 2024 |
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| Firethorn Wealth Partners | 67k | $1.9M | 14% | Jun 2024 |
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| Legacy Financial Group | 61k | $1.8M | 100% | Mar 2024 |
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| Quent Capital | 61k | $1.8M | 78% | Jun 2024 |
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| Moisand Fitzgerald Tamayo | 60k | $1.8M | -1% | Mar 2024 |
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| Branch Banking & Trust Company | 59k | $1.8M | 2% | Mar 2024 |
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| Dopkins Wealth Management | 58k | $1.8M | 10% | Mar 2024 |
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| SageView Advisory Group | 57k | $1.7M | -1% | Mar 2024 |
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| Farther Finance Advisors | 57k | $1.7M | 1% | Mar 2024 |
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| Mattern Wealth Management | 56k | $1.6M | 91% | Jun 2024 |
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| Ronald Blue Trust | 55k | $1.7M | 0% | Jun 2024 |
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| Level Financial Advisors | 55k | $1.6M | 52% | Jun 2024 |
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| Collective Family Office | 54k | $1.6M | 7% | Jun 2024 |
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| Gemmer Asset Management | 54k | $1.5M | 347% | Jun 2024 |
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| Ancora Advisors | 54k | $1.6M | 95% | Mar 2024 |
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| Roberts Glore & Co | 51k | $1.5M | 17% | Mar 2024 |
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| Betterment | 51k | $1.5M | 13% | Mar 2024 |
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| Rehmann Capital Advisory | 50k | $1.5M | 100% | Mar 2024 |
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| Monograph Wealth Advisors | 47k | $1.4M | 0% | Mar 2024 |
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| Investmark Advisory Group | 47k | $1.4M | 100% | Mar 2024 |
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| Liberty Capital Management | 46k | $1.4M | 0% | Mar 2024 |
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| Citadel Advisors | 45k | $1.4M | 100% | Mar 2024 |
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| FineMark National Bank & Trust | 45k | $1.3M | 14% | Mar 2024 |
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| Eudaimonia Partners | 44k | $1.3M | 4% | Mar 2024 |
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| Tortoise Investment Management | 44k | $1.3M | 2% | Mar 2024 |
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| Hemington Wealth Management | 44k | $1.3M | 100% | Mar 2024 |
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| D. E. Shaw & Co | 43k | $1.3M | 100% | Mar 2024 |
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| Global Trust Asset Management | 42k | $1.2M | -1% | Jun 2024 |
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| Schubert & Co | 41k | $1.2M | 6% | Mar 2024 |
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| Two Sigma Investments | 18k | $527k | -73% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 641k | $18M |
| Relative Value Partners | Mar 2024 | 197k | $5.5M |
| Lincoln National | Mar 2024 | 100k | $3.0M |
| Soundmark Wealth Management | Mar 2024 | 93k | $2.8M |