Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFVX
- CUSIP Number: 25434v641
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
HBK Sorce Advisory | 2.8M | $182M | 4% | Sep 2024 |
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Wealthquest | 1.4M | $90M | 5% | Dec 2024 |
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Chicago Partners Investment | 81k | $5.3M | 3% | Dec 2024 |
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Up Strategic Wealth Investment Advisors | 81k | $5.3M | 127% | Sep 2024 |
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Susquehanna International | 29k | $1.9M | -24% | Sep 2024 |
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Elite Life Management | 26k | $1.7M | 16% | Sep 2024 |
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Strategic Investment Solutions | 20k | $1.3M | -1% | Sep 2024 |
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American Investment Services | 13k | $838k | 1% | Sep 2024 |
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Cary Street Partner Investment Advisory | 12k | $760k | 243% | Sep 2024 |
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KC Investment Advisors | 11k | $736k | -12% | Sep 2024 |
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Vantage Point Financial | 10k | $682k | 100% | Dec 2024 |
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HighTower Advisors | 4.0k | $265k | 0% | Sep 2024 |
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Royal Bank of Canada | 2.0k | $129k | 100% | Sep 2024 |
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Huntington National Bank | 27.00 | $1.8k | 100% | Sep 2024 |
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AdvisorNet Financial | 8.00 | $522.000000 | 0% | Dec 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 9.3k | $579k |