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 |
|---|---|---|---|---|---|
| Market Street Wealth Management Advisors | 1.2M | $61M | 653% | Mar 2024 |
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| Sterling Wealth Management | 431k | $22M | 100% | Dec 2023 |
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| DiNuzzo Private Wealth | 204k | $10M | 100% | Dec 2023 |
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| Chicago Partners Investment | 139k | $7.0M | 1% | Mar 2024 |
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| Phillips Financial Management | 114k | $5.7M | 143% | Mar 2024 |
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| Jane Street | 83k | $4.2M | 44% | Dec 2023 |
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| Root Financial Partners | 77k | $3.9M | 1732% | Mar 2024 |
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| Onyx Financial Advisors | 72k | $3.6M | 125% | Mar 2024 |
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| Concord Wealth Partners | 40k | $2.0M | 100% | Dec 2023 |
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| Great Oak Capital Partners | 39k | $2.0M | 81% | Mar 2024 |
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| Ruedi Wealth Management | 23k | $1.2M | 100% | Dec 2023 |
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| Applied Capital | 20k | $990k | 100% | Mar 2024 |
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| Core Wealth Management | 14k | $709k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 10k | $525k | 100% | Dec 2023 |
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| Evanson Asset Management | 6.4k | $323k | 100% | Mar 2024 |
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| Meredith Wealth Planning | 4.4k | $221k | 100% | Mar 2024 |
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| Lam Group | 2.4k | $122k | 0% | Mar 2024 |
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| Strengthening Families & Communities | 494.00 | $25k | 100% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dimensional Fund Advisors | Sep 2023 | 200k | $10M |
| Annapolis Financial Services | Dec 2023 | 7.9k | $399k |
| Citadel Advisors | Sep 2023 | 5.3k | $263k |