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 |
|---|---|---|---|---|---|
| Buckingham Asset Management | 7.7M | $436M | 27% | Mar 2024 |
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| Index Fund Advisors | 6.0M | $342M | 100% | Mar 2024 |
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| Plan | 5.1M | $292M | -2% | Mar 2024 |
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| Envestnet Asset Management | 4.2M | $240M | 100% | Mar 2024 |
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| Mercer Global Advisors | 3.8M | $216M | 3% | Mar 2024 |
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| Sax Wealth Advisors | 3.1M | $183M | 13% | Jun 2024 |
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| TCI Wealth Advisors | 2.3M | $130M | 0% | Mar 2024 |
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| Ml & R Wealth Management | 2.2M | $126M | -5% | Mar 2024 |
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| Great Waters Wealth Management | 2.0M | $117M | 11% | Jun 2024 |
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| Zhang Financial | 1.9M | $110M | 14% | Jun 2024 |
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| Creative Planning | 1.7M | $98M | -1% | Mar 2024 |
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| Intelligence Driven Advisers | 1.7M | $97M | -3% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.6M | $96M | 14% | Jun 2024 |
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| CI Private Wealth | 1.6M | $93M | -2% | Mar 2024 |
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| G2 Capital Management, Llc / Oh | 1.6M | $93M | 1% | Mar 2024 |
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| Sequoia Financial Advisors | 1.6M | $94M | -2% | Jun 2024 |
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| JFS Wealth Advisors | 1.4M | $84M | -1% | Jun 2024 |
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| Forum Financial Management | 1.4M | $77M | -2% | Mar 2024 |
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| Ronna Sue Cohen | 1.3M | $79M | 100% | Jun 2024 |
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| Private Capital Management | 1.3M | $79M | 109% | Jun 2024 |
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| DiNuzzo Private Wealth | 1.3M | $75M | 0% | Mar 2024 |
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| Flagstone Financial Management | 1.3M | $76M | 2% | Jun 2024 |
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| Assetmark | 1.2M | $71M | -2% | Mar 2024 |
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| Modera Wealth Management | 1.2M | $68M | -1% | Mar 2024 |
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| Buckingham Strategic Partners | 1.2M | $67M | 126% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $66M | 11% | Mar 2024 |
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| Foster Group | 1.1M | $65M | -4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $63M | 0% | Jun 2024 |
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| Savant Capital Management | 1.0M | $60M | -31% | Mar 2024 |
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| Root Financial Partners | 1.0M | $60M | 21% | Mar 2024 |
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| Cetera Investment Advisers | 1.0M | $59M | 100% | Mar 2024 |
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| Austin Asset Management | 1.0M | $59M | -1% | Mar 2024 |
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| Mariner Wealth Advisors | 1.0M | $58M | 5% | Mar 2024 |
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| Rsm Us Wealth Management | 1.0M | $58M | -2% | Mar 2024 |
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| LPL Financial | 1.0M | $57M | 100% | Mar 2024 |
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| Elser Financial Planning | 970k | $57M | 100% | Jun 2024 |
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| Evanson Asset Management | 955k | $56M | 0% | Jun 2024 |
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| Colony Family Offices | 952k | $54M | 1% | Mar 2024 |
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| Royal Bank of Canada | 868k | $49M | 10% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 826k | $47M | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 825k | $47M | 2% | Mar 2024 |
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| Chicago Partners Investment | 819k | $45M | 37% | Mar 2024 |
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| Monticello Wealth Management | 782k | $45M | -1% | Mar 2024 |
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| McLean Asset Management Corp | 687k | $42M | 0% | Jun 2024 |
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| Jpmorgan Chase & Co | 669k | $38M | 9% | Mar 2024 |
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| Apella Capital | 665k | $40M | 3% | Jun 2024 |
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| Rs Crum | 654k | $37M | 44% | Mar 2024 |
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| American Investment Services | 653k | $37M | 0% | Mar 2024 |
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| Dynamic Advisors Solutions | 653k | $38M | 51% | Jun 2024 |
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| Wealthstream Advisors | 624k | $36M | -5% | Mar 2024 |
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| Mason & Associates | 587k | $35M | 5% | Jun 2024 |
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| KM Capital Management | 570k | $33M | 13% | Mar 2024 |
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| Kestra Advisory Services | 563k | $32M | 7% | Mar 2024 |
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| Bank of America Corporation | 560k | $32M | 5% | Mar 2024 |
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| Ark & Tlk Investments | 511k | $29M | -3% | Mar 2024 |
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| Heritage Investment Group | 511k | $30M | 0% | Jun 2024 |
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| HighTower Advisors | 496k | $28M | 20% | Mar 2024 |
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| Retirement Solution | 491k | $29M | -2% | Jun 2024 |
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| Disciplined Equity Management | 487k | $28M | 1% | Mar 2024 |
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| Equitable Holdings | 482k | $28M | 13% | Mar 2024 |
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| Dixon Fnancial Services | 476k | $28M | -1% | Jun 2024 |
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| Hurlow Wealth Management Group | 457k | $27M | -1% | Jun 2024 |
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| Asset Dedication | 452k | $26M | 15% | Mar 2024 |
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| TCP Asset Management | 417k | $25M | 3% | Jun 2024 |
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| Pine Harbor Wealth Management | 388k | $22M | 42% | Mar 2024 |
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| FMFE Wealth Management | 373k | $21M | -1% | Mar 2024 |
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| Jackson Thornton Asset Management | 369k | $21M | 1% | Mar 2024 |
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| Mml Investors Services | 359k | $21M | -1% | Mar 2024 |
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| Beacon Pointe Advisors | 345k | $20M | 2% | Mar 2024 |
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| Cardiff Park Advisors | 340k | $19M | 0% | Mar 2024 |
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| Sowell Financial Services | 321k | $18M | 2% | Mar 2024 |
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| Symmetry Partner | 317k | $19M | 2% | Jun 2024 |
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| Security Financial Services | 312k | $18M | 0% | Jun 2024 |
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| Private Advisor | 298k | $17M | -5% | Mar 2024 |
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| Warwick Investment Management | 294k | $17M | -8% | Mar 2024 |
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| Crown Wealth Group | 291k | $17M | 4% | Mar 2024 |
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| Vista Wealth Management Group | 281k | $16M | 0% | Mar 2024 |
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| Larson Financial Group | 272k | $16M | -5% | Mar 2024 |
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| Ruedi Wealth Management | 271k | $16M | 4% | Jun 2024 |
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| Quadcap Wealth Management | 264k | $15M | 53% | Mar 2024 |
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| CarsonAllaria Wealth Management | 264k | $16M | 3% | Jun 2024 |
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| Keb Asset Management | 255k | $15M | 0% | Jun 2024 |
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| SC&H Financial Advisors | 255k | $15M | 8% | Mar 2024 |
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| Spire Wealth Management | 250k | $14M | 1% | Mar 2024 |
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| Summit X | 248k | $14M | 100% | Mar 2024 |
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| PBMares Wealth Management | 243k | $14M | 3% | Jun 2024 |
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| Cambridge Investment Research Advisors | 230k | $13M | 104% | Mar 2024 |
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| Mendota Financial Group | 228k | $13M | 25% | Jun 2024 |
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| Meritas Wealth Management | 228k | $13M | -2% | Jun 2024 |
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| Claris Advisors, Llc / Mo / | 226k | $13M | -2% | Mar 2024 |
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| Investmark Advisory Group | 224k | $13M | 100% | Mar 2024 |
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| Stratos Wealth Partners | 221k | $13M | 1% | Jun 2024 |
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| OLIO Financial Planning | 201k | $10M | 0% | Jun 2024 |
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| Awm Capital | 200k | $11M | -3% | Mar 2024 |
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| GEM Asset Management | 196k | $11M | 0% | Mar 2024 |
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| Private Wealth Management Group | 187k | $11M | -2% | Mar 2024 |
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| Advisor Group Holdings | 185k | $11M | -36% | Mar 2024 |
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| Alpha Financial Advisors | 182k | $11M | -2% | Jun 2024 |
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| Captrust Financial Advisors | 177k | $10M | -14% | Mar 2024 |
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| Tillman Hartley | 176k | $10M | -1% | Mar 2024 |
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| Walden Wealth Partners | 169k | $10M | 2% | Jun 2024 |
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| Envision Financial Planning | 169k | $9.6M | -1% | Mar 2024 |
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| Sutton Place Investors | 167k | $9.8M | 1% | Jun 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 166k | $9.5M | -42% | Mar 2024 |
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| Treynor Bancshares | 166k | $9.4M | -5% | Mar 2024 |
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| Cedar Point Capital Partners | 165k | $9.7M | -2% | Jun 2024 |
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| Cresset Asset Management | 162k | $9.2M | 0% | Mar 2024 |
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| Hill Investment Group Partners | 157k | $8.9M | 0% | Mar 2024 |
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| Physician Wealth Solutions | 155k | $9.1M | 0% | Jun 2024 |
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| Capital Performance Advisors | 155k | $8.8M | -1% | Mar 2024 |
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| Rehmann Capital Advisory | 155k | $8.8M | 100% | Mar 2024 |
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| UBS Group | 152k | $8.7M | 3% | Mar 2024 |
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| Concord Wealth Partners | 151k | $8.6M | 7% | Mar 2024 |
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| Rf&l Wealth Management | 147k | $8.6M | 0% | Jun 2024 |
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| Morgan Stanley | 139k | $7.9M | 100% | Mar 2024 |
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| Legacy Financial Group | 139k | $7.9M | 100% | Mar 2024 |
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| PFG Advisors | 133k | $7.6M | 5% | Mar 2024 |
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| Stifel Financial | 128k | $7.3M | 4% | Mar 2024 |
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| Hanson McClain Advisors | 127k | $7.6M | 134% | Jun 2024 |
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| ProVise Management Group | 124k | $7.1M | 0% | Mar 2024 |
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| Stonebrook Private | 124k | $7.1M | 20% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 121k | $6.9M | 100% | Mar 2024 |
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| HB Wealth Management | 121k | $6.9M | 0% | Mar 2024 |
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| Fund Evaluation Group | 120k | $6.9M | 3% | Mar 2024 |
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| Consolidated Planning Corp | 120k | $6.8M | -24% | Mar 2024 |
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| Raymond James & Associates | 118k | $7.0M | 53% | Jun 2024 |
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| Mission Wealth Management | 118k | $6.7M | 0% | Mar 2024 |
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| Hemington Wealth Management | 117k | $6.7M | 0% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 115k | $6.6M | 100% | Mar 2024 |
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| Eqis Capital Management | 115k | $6.6M | 100% | Mar 2024 |
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| Bayshore Asset Management | 113k | $6.5M | 4% | Mar 2024 |
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| Altiora Financial Group | 112k | $6.4M | 100% | Mar 2024 |
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| Kraft Asset Management | 110k | $6.5M | -4% | Jun 2024 |
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| Quantum Financial Advisors | 109k | $6.4M | 0% | Jun 2024 |
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| HPM Partners | 106k | $6.0M | 1% | Mar 2024 |
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| CFS Investment Advisory Services | 105k | $6.0M | -4% | Mar 2024 |
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| Certified Advisory Corp | 102k | $5.8M | -7% | Mar 2024 |
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| CPA Asset Management | 101k | $5.9M | 45% | Jun 2024 |
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| Main Street Financial Solutions | 98k | $5.6M | 112% | Mar 2024 |
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| Independent Advisor Alliance | 97k | $5.5M | 6% | Mar 2024 |
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| SNS Financial | 97k | $5.7M | -10% | Jun 2024 |
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| Pathstone Holdings | 93k | $5.3M | 0% | Mar 2024 |
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| EnRich Financial Partners | 93k | $5.3M | 100% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 93k | $5.3M | 0% | Mar 2024 |
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| Dopkins Wealth Management | 92k | $5.2M | -1% | Mar 2024 |
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| United Capital Financial Advisers | 91k | $5.2M | 0% | Mar 2024 |
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| EverSource Wealth Advisors | 91k | $5.0M | 0% | Mar 2024 |
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| Sandy Spring Bank | 91k | $5.2M | 153% | Mar 2024 |
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| Gemmer Asset Management | 89k | $5.2M | 2% | Jun 2024 |
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| Robertson Stephens Wealth Management | 83k | $4.7M | 0% | Mar 2024 |
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| Avestar Capital | 48k | $2.7M | -80% | Mar 2024 |
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| AE Wealth Management | 26k | $2.1M | -95% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mutual Advisors | Dec 2023 | 165k | $8.5M |
| Jane Street | Dec 2023 | 110k | $5.7M |