Who owns DIMENSIONAL ETF TRUST?
- Ticker: DUSB
- CUSIP Number: 25434v591
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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 |
---|---|---|---|---|---|
Planning Center | 2.5M | $125M | 3% | Sep 2024 |
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Market Street Wealth Management Advisors | 1.1M | $54M | -8% | Sep 2024 |
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Sterling Wealth Management | 498k | $25M | 2% | Sep 2024 |
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Chicago Partners Investment | 309k | $16M | 105% | Sep 2024 |
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DiNuzzo Private Wealth | 290k | $15M | 10% | Sep 2024 |
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Arkadios Wealth Advisors | 284k | $14M | 2% | Sep 2024 |
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American Capital Advisory | 242k | $12M | 100% | Sep 2024 |
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Root Financial Partners | 239k | $12M | 66% | Sep 2024 |
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Altiora Financial Group | 190k | $9.6M | 136% | Sep 2024 |
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Phillips Financial Management | 150k | $7.6M | 22% | Sep 2024 |
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SJS Investment Consulting | 145k | $7.4M | 729% | Sep 2024 |
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Strategic Investment Solutions | 123k | $6.5M | 1% | Sep 2024 |
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Hiley Hunt Wealth Management | 121k | $6.1M | 17% | Sep 2024 |
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Ruedi Wealth Management | 113k | $5.7M | 109% | Sep 2024 |
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Onyx Financial Advisors | 112k | $5.7M | 14% | Sep 2024 |
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Commonwealth Equity Services | 66k | $3.4M | 21% | Sep 2024 |
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Great Oak Capital Partners | 64k | $3.3M | 15% | Sep 2024 |
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Apollon Wealth Management | 63k | $3.2M | 2% | Sep 2024 |
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Wealthspan Partners | 60k | $3.0M | 17% | Sep 2024 |
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Wealth Enhancement Advisory Services | 59k | $3.0M | 100% | Jun 2024 |
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Applied Capital | 58k | $2.9M | 50% | Sep 2024 |
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Bright Financial Advisors | 57k | $2.9M | 41% | Sep 2024 |
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Jane Street | 56k | $2.9M | -25% | Sep 2024 |
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Mills Wealth Advisors | 56k | $2.8M | -8% | Sep 2024 |
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Concord Wealth Partners | 53k | $2.7M | -14% | Sep 2024 |
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Core Wealth Management | 52k | $2.7M | 0% | Sep 2024 |
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Kings Path Partners | 48k | $2.4M | 1813% | Sep 2024 |
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Buckingham Strategic Partners | 46k | $2.4M | 100% | Sep 2024 |
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Fmb Wealth Management | 37k | $1.9M | 23% | Sep 2024 |
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SC&H Financial Advisors | 33k | $1.7M | 100% | Sep 2024 |
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White Wing Wealth Management | 27k | $1.4M | -19% | Sep 2024 |
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Creative Planning | 26k | $1.3M | -4% | Sep 2024 |
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Index Fund Advisors | 17k | $882k | 14% | Sep 2024 |
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Meredith Wealth Planning | 15k | $772k | 100% | Sep 2024 |
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Envestnet Asset Management | 15k | $747k | 248% | Sep 2024 |
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Keyes, Stange & Wooten Wealth Management | 12k | $616k | -82% | Sep 2024 |
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Flow Traders US | 12k | $595k | 100% | Sep 2024 |
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Rehmann Capital Advisory | 11k | $572k | 5% | Sep 2024 |
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Financial Symmetry | 11k | $563k | 77% | Sep 2024 |
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Private Advisor | 9.3k | $470k | 100% | Sep 2024 |
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Cypress Point Wealth Management | 8.9k | $453k | 53% | Sep 2024 |
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Schubert & Co | 8.1k | $413k | 100% | Sep 2024 |
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Legacy Financial Group | 7.9k | $401k | 18% | Sep 2024 |
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Citadel Advisors | 7.6k | $388k | -73% | Sep 2024 |
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Evanson Asset Management | 6.7k | $339k | 5% | Sep 2024 |
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Prime Capital Investment Advisors | 5.8k | $297k | 0% | Sep 2024 |
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Van Hulzen Asset Management | 5.0k | $254k | -3% | Sep 2024 |
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Dravo Bay | 4.7k | $237k | -6% | Sep 2024 |
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Diversify Wealth Management | 4.1k | $209k | 100% | Sep 2024 |
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Lam Group | 2.1k | $106k | -18% | Sep 2024 |
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Hobbs Group Advisors | 2.0k | $102k | 100% | Sep 2024 |
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Aptus Capital Advisors | 1.9k | $94k | 100% | Sep 2024 |
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Strengthening Families & Communities | 1.5k | $78k | 1% | Sep 2024 |
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Coston, McIsaac & Partners | 59.00 | $2.0k | 100% | Sep 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Apella Capital | Jun 2024 | 4.0k | $200k |
Penserra Capital Management | Jun 2024 | 157.00 | $8.0k |