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 | 4.5M | $385M | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 352k | $29M | 100% | Jun 2026 |
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| Wealthquest | 242k | $20M | -10% | Jun 2026 |
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| Curio Wealth | 127k | $11M | 10% | Jun 2026 |
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| Chicago Partners Investment | 105k | $8.5M | 10% | Jun 2026 |
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| Elite Life Management | 86k | $7.4M | 5% | Jun 2026 |
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| Medallion Wealth Advisors | 48k | $3.9M | 2% | Jun 2026 |
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| Up Strategic Wealth Investment Advisors | 44k | $3.8M | 3% | Jun 2026 |
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| Goldman Sachs Group | 28k | $2.3M | 100% | Jun 2026 |
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| Frank. Day | 26k | $2.2M | -61% | Jun 2026 |
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| LPL Financial | 20k | $1.7M | 133% | Jun 2026 |
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| First Financial Group Corp | 19k | $1.5M | 5% | Jun 2026 |
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| Citadel Advisors | 17k | $1.4M | -5% | Jun 2026 |
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| WPWealth | 17k | $1.4M | 0% | Jun 2026 |
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| Vantage Point Financial | 12k | $1.0M | 0% | Jun 2026 |
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| BDFS Capital | 10k | $839k | 100% | Jun 2026 |
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| KC Investment Advisors | 10k | $824k | -4% | Jun 2026 |
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| Cary Street Partners Financial | 9.9k | $811k | -13% | Jun 2026 |
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| American Investment Services | 8.2k | $673k | -11% | Jun 2026 |
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| Ewa | 8.1k | $670k | -25% | Jun 2026 |
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| Northwest Bancshares | 5.9k | $484k | 0% | Jun 2026 |
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| Haverford Trust Company | 5.0k | $410k | 100% | Jun 2026 |
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| Farther Finance Advisors | 4.9k | $405k | 699% | Jun 2026 |
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| Wealth Enhancement Trust Services | 4.7k | $390k | 100% | Jun 2026 |
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| Rockwood Wealth Management | 4.0k | $328k | 0% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 3.9k | $317k | 97% | Jun 2026 |
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| HighTower Advisors | 3.8k | $312k | 0% | Jun 2026 |
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| Betterment | 3.6k | $294k | 16% | Jun 2026 |
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| Ieq Capital | 3.3k | $275k | 100% | Jun 2026 |
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| Strategic Investment Solutions | 3.0k | $244k | 0% | Jun 2026 |
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| Independent Wealth Advisors | 2.8k | $227k | 100% | Jun 2026 |
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| Legacy Capital Wealth Partners | 2.5k | $208k | 100% | Jun 2026 |
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| HighPoint Advisor | 2.5k | $207k | 100% | Jun 2026 |
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| Evanson Financial | 2.5k | $206k | 100% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 1.7k | $141k | 0% | Jun 2026 |
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| Cary Street Partner Investment Advisory | 1.7k | $139k | 222% | Jun 2026 |
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| Signature Resources Capital Management | 1.5k | $123k | 0% | Jun 2026 |
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| Raffa Wealth Management | 1.5k | $119k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 1.2k | $101k | 100% | Jun 2026 |
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| CWM | 1.1k | $80k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 1.0k | $82k | 100% | Jun 2026 |
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| Harbour Investments | 896.00 | $74k | 0% | Jun 2026 |
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| Advisor Group Holdings | 655.00 | $54k | 18% | Jun 2026 |
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| Assetmark | 378.00 | $31k | 0% | Jun 2026 |
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| Crews Bank & Trust | 325.00 | $27k | 0% | Jun 2026 |
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| UBS Group | 317.00 | $26k | 100% | Jun 2026 |
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| Hanson McClain Advisors | 137.00 | $11k | 0% | Jun 2026 |
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| Action Point Financial Planning | 130.00 | $11k | 100% | Jun 2026 |
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| Morgan Stanley | 114.00 | $8.5k | -88% | Mar 2026 |
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| Elevate Wealth Advisory | 70.00 | $5.8k | 0% | Jun 2026 |
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| Colonial Trust Co / SC | 56.00 | $4.6k | 0% | Jun 2026 |
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| Citigroup | 32.00 | $2.4k | 100% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Mar 2026 | 48k | $3.6M |
| Private Trust Co Na | Mar 2026 | 4.7k | $352k |
| Pnc Financial Services | Mar 2026 | 125.00 | $9.3k |