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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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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory | 3.9M | $248M | 12% | Mar 2025 |
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| Wealthquest | 1.5M | $95M | 7% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 183k | $13M | 3% | Jun 2025 |
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| Chicago Partners Investment | 84k | $5.3M | 3% | Mar 2025 |
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| Up Strategic Wealth Investment Advisors | 71k | $4.6M | -15% | Mar 2025 |
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| Elite Life Management | 44k | $2.8M | 15% | Mar 2025 |
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| Susquehanna International | 38k | $2.4M | 100% | Mar 2025 |
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| KC Investment Advisors | 21k | $1.4M | 53% | Mar 2025 |
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| Strategic Investment Solutions | 17k | $1.1M | 208% | Mar 2025 |
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| Vantage Point Financial | 14k | $924k | 38% | Mar 2025 |
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| Mosaic Family Wealth Partners | 14k | $875k | 100% | Mar 2025 |
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| American Investment Services | 12k | $783k | 0% | Mar 2025 |
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| Private Trust Co Na | 4.8k | $308k | 100% | Mar 2025 |
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| HighTower Advisors | 3.9k | $252k | 0% | Mar 2025 |
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| SC&H Financial Advisors | 3.9k | $250k | 100% | Mar 2025 |
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| First Financial Group Corp | 3.3k | $212k | 100% | Mar 2025 |
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| Cambridge Investment Research Advisors | 3.3k | $209k | 100% | Mar 2025 |
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| Royal Bank of Canada | 1.7k | $109k | -14% | Mar 2025 |
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| Huntington National Bank | 821.00 | $53k | 100% | Mar 2025 |
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| Tortoise Investment Management | 310.00 | $20k | 100% | Mar 2025 |
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| Curio Wealth | 150.00 | $2.6M | -100% | Mar 2025 |
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| Assetmark | 59.00 | $3.8k | 100% | Mar 2025 |
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| AdvisorNet Financial | 8.00 | $513.000000 | 0% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2024 | 11k | $738k |
| Wolfstich Capital | Dec 2024 | 3.8k | $246k |
| Wells Fargo & Company | Dec 2024 | 130.00 | $8.5k |
| UBS Group | Dec 2024 | 118.00 | $7.7k |