Who owns DIMENSIONAL ETF TRUST?
- Ticker: DGCB
- CUSIP Number: 25434v567
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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 |
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Vestmark Advisory Solutions | 1.1M | $57M | 8% | Jun 2024 |
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Bank of America Corporation | 721k | $40M | 13% | Sep 2024 |
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Envestnet Asset Management | 397k | $22M | 6% | Sep 2024 |
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DiNuzzo Private Wealth | 320k | $18M | 1% | Sep 2024 |
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Commonwealth Equity Services | 268k | $15M | 10% | Sep 2024 |
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Dravo Bay | 190k | $10M | 100% | Sep 2024 |
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Mattern Wealth Management | 181k | $9.9M | 136% | Sep 2024 |
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Resources Investment Advisors | 108k | $5.9M | 33% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 86k | $4.7M | 100% | Sep 2024 |
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Goss Wealth Management | 57k | $3.0M | 177% | Jun 2024 |
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Orion Portfolio Solutions | 55k | $3.0M | 24% | Sep 2024 |
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Tcfg Wealth Management | 49k | $2.7M | 100% | Sep 2024 |
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Old Mission Capital | 48k | $2.5M | -38% | Jun 2024 |
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Jane Street | 46k | $2.5M | -11% | Sep 2024 |
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Kestra Advisory Services | 41k | $2.3M | 19% | Sep 2024 |
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LifePro Asset Management | 41k | $2.2M | 12% | Sep 2024 |
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Branch Banking & Trust Company | 40k | $2.1M | 16% | Jun 2024 |
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Tru Independence Asset Management 2 | 27k | $1.5M | 100% | Sep 2024 |
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Strategic Investment Solutions | 27k | $1.5M | -8% | Sep 2024 |
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EverSource Wealth Advisors | 21k | $1.1M | 4% | Sep 2024 |
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Smartleaf Asset Management | 20k | $1.1M | 8% | Sep 2024 |
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Sowell Financial Services | 17k | $939k | 100% | Sep 2024 |
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RFG Advisory | 17k | $907k | 9% | Sep 2024 |
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Copperleaf Capital | 15k | $812k | -4% | Jun 2024 |
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Firethorn Wealth Partners | 13k | $729k | -18% | Sep 2024 |
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Aspire Private Capital | 13k | $688k | -2% | Sep 2024 |
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Change Path | 12k | $653k | 69% | Sep 2024 |
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Virtu Financial | 12k | $613k | -22% | Jun 2024 |
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Meredith Wealth Planning | 12k | $635k | 100% | Sep 2024 |
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Citigroup | 11k | $620k | 100% | Sep 2024 |
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GeoWealth Management | 9.7k | $530k | 29% | Sep 2024 |
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Park Avenue Securities | 9.3k | $510k | 100% | Sep 2024 |
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Raymond James & Associates | 8.6k | $470k | 100% | Sep 2024 |
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Two West Capital Advisors | 7.9k | $432k | 35% | Sep 2024 |
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Hutchens & Kramer Investment Management Group | 6.9k | $379k | -7% | Sep 2024 |
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Silver Oak Securities | 6.7k | $370k | 75% | Sep 2024 |
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Jpmorgan Chase & Co | 6.5k | $354k | 0% | Sep 2024 |
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Abel Hall | 6.5k | $354k | 0% | Sep 2024 |
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Savvy Advisors | 6.4k | $351k | 64% | Sep 2024 |
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Farther Finance Advisors | 6.3k | $346k | 71% | Sep 2024 |
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LPL Financial | 5.9k | $322k | 37% | Sep 2024 |
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Citadel Advisors | 5.6k | $309k | 100% | Sep 2024 |
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Advisor Group Holdings | 3.3k | $181k | 100% | Sep 2024 |
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Brian McDonald | 1.5k | $84k | 0% | Sep 2024 |
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IFP Advisors | 1.0k | $55k | 8% | Jun 2024 |
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CWM | 529.00 | $29k | 100% | Sep 2024 |
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Vermillion & White Wealth Management Group | 351.00 | $19k | 100% | Jun 2024 |
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Concord Wealth Partners | 183.00 | $10k | 100% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Ashton Thomas Private Wealth | Jun 2024 | 2.6k | $139k |