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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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 |
|---|---|---|---|---|---|
| Planning Center | 2.5M | $126M | 1% | Dec 2024 |
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| Market Street Wealth Management Advisors | 972k | $49M | -9% | Dec 2024 |
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| Sterling Wealth Management | 498k | $25M | 2% | Sep 2024 |
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| Root Financial Partners | 389k | $20M | 63% | Dec 2024 |
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| DiNuzzo Private Wealth | 351k | $18M | 21% | Dec 2024 |
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| Chicago Partners Investment | 304k | $15M | -2% | Dec 2024 |
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| American Capital Advisory | 279k | $14M | 15% | Dec 2024 |
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| SJS Investment Consulting | 249k | $13M | 72% | Dec 2024 |
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| Altiora Financial Group | 190k | $9.6M | 136% | Sep 2024 |
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| ShankerValleau Wealth Advisors | 182k | $9.2M | 100% | Dec 2024 |
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| SC&H Financial Advisors | 181k | $9.2M | 457% | Dec 2024 |
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| Hiley Hunt Wealth Management | 153k | $7.7M | 26% | Dec 2024 |
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| Phillips Financial Management | 150k | $7.6M | 22% | Sep 2024 |
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| Arkadios Wealth Advisors | 148k | $7.5M | -48% | Dec 2024 |
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| Onyx Financial Advisors | 126k | $6.4M | 13% | Dec 2024 |
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| Strategic Investment Solutions | 123k | $6.5M | 1% | Sep 2024 |
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| Savant Capital Management | 123k | $6.2M | 100% | Dec 2024 |
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| Ruedi Wealth Management | 113k | $5.7M | 109% | Sep 2024 |
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| Leading Edge Financial Planning | 87k | $4.4M | 100% | Dec 2024 |
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| Applied Capital | 86k | $4.3M | 48% | Dec 2024 |
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| Wealthspan Partners | 73k | $3.7M | 22% | Dec 2024 |
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| Commonwealth Equity Services | 66k | $3.4M | 21% | Sep 2024 |
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| Apollon Wealth Management | 66k | $3.3M | 5% | Dec 2024 |
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| Great Oak Capital Partners | 64k | $3.3M | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 62k | $3.2M | 5% | Dec 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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| Bright Financial Advisors | 55k | $2.8M | -3% | Dec 2024 |
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| Buckingham Strategic Partners | 46k | $2.4M | 100% | Sep 2024 |
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| Mattern Wealth Management | 40k | $2.0M | 100% | Dec 2024 |
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| Fmb Wealth Management | 37k | $1.8M | -1% | Dec 2024 |
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| Concord Wealth Partners | 36k | $1.8M | -32% | Dec 2024 |
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| PBMares Wealth Management | 32k | $1.6M | 100% | Dec 2024 |
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| Coston, McIsaac & Partners | 31k | $1.6M | 52154% | Dec 2024 |
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| Meredith Wealth Planning | 27k | $1.4M | 77% | Dec 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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| Kings Path Partners | 24k | $1.2M | -50% | Dec 2024 |
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| BCU Wealth Advisors | 21k | $1.1M | 100% | Dec 2024 |
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| Betterment | 17k | $848k | 100% | Sep 2024 |
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| Index Fund Advisors | 16k | $813k | -8% | Dec 2024 |
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| Envestnet Asset Management | 15k | $747k | 248% | Sep 2024 |
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| Strathmore Capital Advisors | 14k | $713k | 100% | Dec 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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| Core Wealth Management | 12k | $585k | -78% | Dec 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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| Schubert & Co | 9.3k | $472k | 15% | Dec 2024 |
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| Private Advisor | 9.3k | $470k | 100% | Sep 2024 |
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| Cypress Point Wealth Management | 8.5k | $432k | -4% | Dec 2024 |
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| Two Sigma Securities | 8.1k | $410k | 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 | 6.4k | $323k | -4% | Dec 2024 |
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| HighTower Advisors | 6.0k | $307k | 100% | Sep 2024 |
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| Prime Capital Investment Advisors | 5.8k | $297k | 0% | Sep 2024 |
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| Pure Financial Advisors | 5.3k | $266k | 100% | Dec 2024 |
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| Vestia Personal Wealth Advisors | 5.2k | $263k | 100% | Dec 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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| McCarthy Grittinger Financial Group | 4.6k | $235k | 100% | Dec 2024 |
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| Lam Group | 3.1k | $158k | 50% | Dec 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 | 1.6k | $79k | 2% | Dec 2024 |
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| Hantz Financial Services | 97.00 | $5.0k | 100% | Dec 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Diversify Wealth Management | Sep 2024 | 4.1k | $209k |
| UBS Group | Jun 2024 | 2.0k | $101k |
| Penserra Capital Management | Jun 2024 | 157.00 | $8.0k |