Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFUS
- CUSIP Number: 25434v401
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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 |
|---|---|---|---|---|---|
| Index Fund Advisors | 6.0M | $288M | 0% | Jun 2023 |
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| Plan | 5.5M | $266M | -1% | Jun 2023 |
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| Buckingham Asset Management | 5.3M | $253M | -1% | Jun 2023 |
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| Envestnet Asset Management | 4.4M | $212M | -1% | Jun 2023 |
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| Mercer Global Advisors | 3.5M | $169M | -2% | Jun 2023 |
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| Ml & R Wealth Management | 2.3M | $112M | -1% | Jun 2023 |
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| TCI Wealth Advisors | 2.3M | $108M | 0% | Jun 2023 |
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| EP Wealth Advisors | 1.8M | $1.6M | 0% | Jun 2023 |
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| CI Private Wealth | 1.7M | $84M | 1% | Jun 2023 |
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| Creative Planning | 1.7M | $84M | -1% | Jun 2023 |
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| Sequoia Financial Advisors | 1.7M | $80M | 1% | Jun 2023 |
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| G2 Capital Management, Llc / Oh | 1.6M | $79M | 7% | Jun 2023 |
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| Forum Financial Management | 1.4M | $70M | 1% | Jun 2023 |
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| JFS Wealth Advisors | 1.4M | $69M | -2% | Jun 2023 |
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| Relaxing Retirement Coach | 1.3M | $64M | 4% | Jun 2023 |
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| Great Waters Wealth Management | 1.3M | $62M | 12% | Jun 2023 |
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| Assetmark | 1.2M | $59M | 5% | Jun 2023 |
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| Modera Wealth Management | 1.2M | $59M | -1% | Jun 2023 |
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| Foster Group | 1.2M | $58M | -2% | Jun 2023 |
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| Raymond James Financial Services Advisors | 1.1M | $55M | -1% | Jun 2023 |
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| Flagstone Financial Management | 1.1M | $55M | 4% | Jun 2023 |
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| Rsm Us Wealth Management | 1.1M | $54M | -4% | Jun 2023 |
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| LPL Financial | 1.1M | $53M | 3% | Jun 2023 |
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| Austin Asset Management | 1.0M | $50M | 12% | Jun 2023 |
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| Commonwealth Equity Services | 1.0M | $49M | 5% | Jun 2023 |
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| Mariner Wealth Advisors | 984k | $47M | 1% | Jun 2023 |
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| Evanson Asset Management | 952k | $46M | -1% | Jun 2023 |
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| Colony Family Offices | 937k | $45M | -8% | Jun 2023 |
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| Zhang Financial | 888k | $43M | 37% | Jun 2023 |
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| Heritage Wealth Management, Inc./Texas | 828k | $40M | 2% | Jun 2023 |
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| Monticello Wealth Management | 792k | $38M | 7% | Jun 2023 |
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| Branch Banking & Trust Company | 786k | $38M | 3% | Jun 2023 |
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| McLean Asset Management Corp | 705k | $34M | 0% | Jun 2023 |
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| Apella Capital | 691k | $33M | 61% | Jun 2023 |
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| Wealthstream Advisors | 690k | $33M | 0% | Jun 2023 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 655k | $32M | -6% | Jun 2023 |
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| American Investment Services | 646k | $31M | -2% | Jun 2023 |
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| AE Wealth Management | 631k | $30M | -1% | Jun 2023 |
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| Chicago Partners Investment | 587k | $29M | -1% | Jun 2023 |
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| Sax Wealth Advisors | 566k | $27M | 5% | Jun 2023 |
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| Retirement Solution | 564k | $27M | -1% | Jun 2023 |
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| Root Financial Partners | 532k | $26M | 24% | Jun 2023 |
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| Heritage Investment Group | 515k | $25M | 0% | Jun 2023 |
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| Dixon Fnancial Services | 493k | $24M | -1% | Jun 2023 |
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| Jpmorgan Chase & Co | 477k | $23M | 46% | Jun 2023 |
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| KM Capital Management | 466k | $22M | 12% | Jun 2023 |
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| Disciplined Equity Management | 458k | $22M | 0% | Jun 2023 |
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| Private Capital Management | 447k | $22M | 17% | Jun 2023 |
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| Hurlow Wealth Management Group | 446k | $22M | 1% | Jun 2023 |
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| Willow Creek Wealth Management | 423k | $20M | 5% | Jun 2023 |
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| HighTower Advisors | 423k | $20M | 1% | Jun 2023 |
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| Cetera Investment Advisers | 418k | $20M | 2% | Jun 2023 |
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| Buckingham Strategic Partners | 407k | $20M | 19% | Jun 2023 |
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| Royal Bank of Canada | 402k | $19M | 20% | Jun 2023 |
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| Equitable Holdings | 399k | $19M | 6% | Jun 2023 |
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| Rs Crum | 365k | $18M | 13% | Jun 2023 |
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| Avestar Capital | 360k | $17M | 2113% | Jun 2023 |
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| Intelligence Driven Advisers | 341k | $16M | -2% | Jun 2023 |
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| Mml Investors Services | 339k | $16M | 20% | Jun 2023 |
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| Jackson Thornton Asset Management | 337k | $16M | 0% | Jun 2023 |
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| Private Advisor | 334k | $16M | 31% | Jun 2023 |
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| Cardiff Park Advisors | 333k | $16M | 1% | Jun 2023 |
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| Symmetry Partner | 320k | $15M | 0% | Jun 2023 |
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| Kestra Advisory Services | 318k | $15M | 6% | Jun 2023 |
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| TCP Asset Management | 318k | $15M | 27% | Jun 2023 |
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| Bank of America Corporation | 303k | $15M | 65% | Jun 2023 |
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| Larson Financial Group | 295k | $14M | -1% | Jun 2023 |
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| Vista Wealth Management Group | 281k | $14M | -2% | Jun 2023 |
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| Beacon Pointe Advisors | 278k | $13M | -10% | Jun 2023 |
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| Ruedi Wealth Management | 264k | $13M | -2% | Jun 2023 |
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| Mutual Advisors | 261k | $13M | 57% | Jun 2023 |
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| Keb Asset Management | 255k | $12M | -1% | Jun 2023 |
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| Spire Wealth Management | 251k | $12M | 0% | Jun 2023 |
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| Sowell Financial Services | 251k | $12M | 75% | Jun 2023 |
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| Dynamic Advisors Solutions | 241k | $12M | 25% | Jun 2023 |
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| PBMares Wealth Management | 238k | $12M | -8% | Jun 2023 |
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| CarsonAllaria Wealth Management | 237k | $11M | 8% | Jun 2023 |
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| Advisor Group Holdings | 234k | $11M | 17% | Jun 2023 |
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| Awm Capital | 232k | $11M | -1% | Jun 2023 |
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| Claris Advisors, Llc / Mo / | 225k | $11M | 0% | Jun 2023 |
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| Meritas Wealth Management | 224k | $11M | -1% | Jun 2023 |
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| Crown Wealth Group | 222k | $11M | 100% | Jun 2023 |
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| SC&H Financial Advisors | 217k | $11M | 5% | Jun 2023 |
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| Investmark Advisory Group | 213k | $10M | 5% | Jun 2023 |
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| Stratos Wealth Partners | 207k | $10M | 5% | Jun 2023 |
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| Asset Dedication | 192k | $9.2M | 29% | Jun 2023 |
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| Security Financial Services | 192k | $9.2M | 0% | Jun 2023 |
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| Alpha Financial Advisors | 189k | $9.1M | 0% | Jun 2023 |
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| Captrust Financial Advisors | 187k | $9.0M | 12% | Jun 2023 |
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| Hemington Wealth Management | 185k | $8.9M | -3% | Jun 2023 |
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| Tillman Hartley | 181k | $8.7M | 2% | Jun 2023 |
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| Cresset Asset Management | 178k | $8.6M | 2% | Jun 2023 |
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| Treynor Bancshares | 175k | $8.4M | 0% | Jun 2023 |
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| GEM Asset Management | 174k | $8.4M | 2% | Jun 2023 |
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| Rehmann Capital Advisory | 162k | $7.8M | -1% | Jun 2023 |
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| Hill Investment Group Partners | 162k | $7.8M | -1% | Jun 2023 |
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| Consolidated Planning Corp | 159k | $7.7M | -1% | Jun 2023 |
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| OLIO Financial Planning | 151k | $7.3M | 15% | Jun 2023 |
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| Rf&l Wealth Management | 149k | $7.2M | -2% | Jun 2023 |
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| Capital Performance Advisors | 146k | $7.0M | 1% | Jun 2023 |
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| UBS Group | 131k | $6.3M | 7% | Jun 2023 |
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| SNS Financial | 128k | $6.2M | -1% | Jun 2023 |
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| ProVise Management Group | 126k | $6.1M | 0% | Jun 2023 |
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| United Capital Financial Advisers | 122k | $5.9M | -9% | Jun 2023 |
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| Stifel Financial | 121k | $5.8M | -2% | Jun 2023 |
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| 3D/L Capital Management | 121k | $5.8M | -4% | Jun 2023 |
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| Bayshore Asset Management | 118k | $5.8M | -1% | Jun 2023 |
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| Savant Capital Management | 115k | $5.5M | -1% | Jun 2023 |
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| HB Wealth Management | 115k | $5.5M | 0% | Jun 2023 |
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| Raymond James & Associates | 113k | $5.4M | -3% | Jun 2023 |
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| Quantum Financial Advisors | 110k | $5.3M | 0% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 109k | $5.2M | -2% | Jun 2023 |
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| Legacy Financial Group | 106k | $5.1M | 3% | Jun 2023 |
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| PFG Advisors | 106k | $5.1M | 33% | Jun 2023 |
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| Kraft Asset Management | 104k | $5.0M | -1% | Jun 2023 |
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| Cambridge Investment Research Advisors | 99k | $4.8M | 19% | Jun 2023 |
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| Mission Wealth Management | 94k | $4.5M | 4% | Jun 2023 |
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| Dopkins Wealth Management | 94k | $4.5M | 0% | Jun 2023 |
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| HPM Partners | 94k | $4.5M | -1% | Jun 2023 |
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| Wilbanks Smith & Thomas Asset Management | 93k | $4.5M | 0% | Jun 2023 |
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| Gemmer Asset Management | 93k | $4.5M | -1% | Jun 2023 |
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| Morgan Stanley | 93k | $4.5M | 16% | Jun 2023 |
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| EverSource Wealth Advisors | 91k | $4.4M | 0% | Jun 2023 |
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| Fund Evaluation Group | 84k | $4.0M | 0% | Jun 2023 |
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| Sand Hill Advisors | 77k | $3.7M | 0% | Jun 2023 |
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| First Republic Investment Management | 76k | $3.7M | -9% | Jun 2023 |
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| IFG Advisory | 73k | $3.5M | 4% | Jun 2023 |
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| LVZ Advisors | 71k | $3.4M | 13% | Jun 2023 |
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| Advisory Services Network | 71k | $3.4M | -1% | Jun 2023 |
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| CFS Investment Advisory Services | 68k | $3.3M | 15% | Jun 2023 |
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| Bridgewater Advisors | 68k | $3.2M | -1% | Jun 2023 |
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| Websterrogers Financial Advisors | 66k | $3.2M | -5% | Jun 2023 |
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| True Wealth Design | 65k | $3.2M | 0% | Jun 2023 |
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| Robertson Stephens Wealth Management | 64k | $3.1M | 0% | Jun 2023 |
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| Rain Capital Management | 64k | $3.1M | 0% | Jun 2023 |
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| Brainard Capital Management | 64k | $2.9M | 2% | Mar 2023 |
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| Hardy Reed | 64k | $3.1M | 0% | Jun 2023 |
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| Colony Group | 64k | $3.1M | 8% | Jun 2023 |
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| Drive Wealth Management | 63k | $3.0M | -35% | Jun 2023 |
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| Andrews, Lucia Wealth Management | 60k | $2.9M | 3% | Jun 2023 |
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| Brown Advisory Holdings Incorporated | 60k | $2.9M | -1% | Jun 2023 |
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| HTG Investment Advisors | 60k | $2.9M | 0% | Jun 2023 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 60k | $2.9M | -1% | Jun 2023 |
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| Moisand Fitzgerald Tamayo | 60k | $2.9M | -2% | Jun 2023 |
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| Integrated Wealth Concepts | 58k | $2.8M | -9% | Jun 2023 |
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| AdvisorNet Financial | 57k | $2.7M | -5% | Jun 2023 |
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| CWA Asset Management | 57k | $2.7M | 0% | Jun 2023 |
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| Pinnacle Wealth Planning Services | 56k | $2.7M | -19% | Jun 2023 |
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| Lgl Partners | 56k | $2.7M | 0% | Jun 2023 |
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| Capital Financial Planning | 56k | $2.7M | 0% | Jun 2023 |
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| Safeguard Investment Advisory Group | 47k | $2.3M | -16% | Jun 2023 |
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| Strategic Investment Solutions | 30k | $1.4M | -80% | Jun 2023 |
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| Helen Stephens Group | 18k | $859k | -70% | Jun 2023 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Warwick Investment Management | Mar 2023 | 319k | $14M |
| Summit Wealth Group | Mar 2023 | 140k | $3.0k |