Who owns DIMENSIONAL ETF TRUST?
- Ticker: DCOR
- CUSIP Number: 25434v625
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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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Your Advocates | 928k | $54M | -13% | Mar 2024 |
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Capital Investment Advisory Services | 308k | $18M | -1% | Mar 2024 |
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Monograph Wealth Advisors | 285k | $15M | 100% | Dec 2023 |
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Great Oak Capital Partners | 251k | $15M | 47% | Mar 2024 |
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Pure Financial Advisors | 244k | $14M | 65% | Mar 2024 |
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Orion Portfolio Solutions | 138k | $8.1M | 4% | Mar 2024 |
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Brighton Jones | 109k | $6.4M | 100% | Mar 2024 |
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Rather & Kittrell | 106k | $6.2M | 143% | Mar 2024 |
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Betterment | 102k | $6.0M | 100% | Mar 2024 |
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Dimensional Fund Advisors | 100k | $5.9M | 0% | Mar 2024 |
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Keating Wealth Management | 88k | $5.1M | 100% | Mar 2024 |
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Portfolio Strategies | 72k | $4.2M | 100% | Mar 2024 |
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Hardy Reed | 72k | $4.2M | 56% | Mar 2024 |
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Annandale Capital | 63k | $3.4M | 100% | Dec 2023 |
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Hutchens & Kramer Investment Management Group | 61k | $3.6M | 44% | Mar 2024 |
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EverSource Wealth Advisors | 59k | $3.1M | 0% | Mar 2024 |
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Envestnet Asset Management | 53k | $3.1M | 1% | Mar 2024 |
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Branch Banking & Trust Company | 50k | $3.0M | 4% | Mar 2024 |
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Sageworth Trust Company | 48k | $2.8M | 100% | Mar 2024 |
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RFG Advisory | 40k | $2.3M | 88% | Mar 2024 |
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Keyes, Stange & Wooten Wealth Management | 39k | $2.3M | 939% | Mar 2024 |
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Lincoln National | 38k | $2.2M | 100% | Mar 2024 |
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Goodman Financial | 33k | $1.9M | 100% | Mar 2024 |
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Townsquare Capital | 32k | $1.9M | -20% | Mar 2024 |
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Resources Investment Advisors | 25k | $1.5M | 100% | Mar 2024 |
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Cypress Point Wealth Management | 24k | $1.4M | 249% | Mar 2024 |
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Kfg Wealth Management | 23k | $1.4M | 100% | Mar 2024 |
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Cambridge Investment Research Advisors | 23k | $1.3M | 100% | Mar 2024 |
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Glass Jacobson Investment Advisors | 20k | $1.1M | 0% | Mar 2024 |
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SC&H Financial Advisors | 19k | $1.1M | 39% | Mar 2024 |
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Commonwealth Equity Services | 18k | $1.1M | 19% | Mar 2024 |
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Hemington Wealth Management | 16k | $956k | 0% | Mar 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 14k | $843k | 100% | Mar 2024 |
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Morton Capital Management | 13k | $763k | 54% | Mar 2024 |
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Eqis Capital Management | 13k | $737k | 100% | Mar 2024 |
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WPWealth | 12k | $677k | 4% | Mar 2024 |
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Gould Asset Management | 11k | $652k | 190% | Mar 2024 |
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RCS Financial Planning | 10k | $591k | 100% | Mar 2024 |
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Susquehanna International | 9.6k | $562k | 100% | Mar 2024 |
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Bromfield Sneider Wealth Advisors | 9.2k | $540k | 646% | Mar 2024 |
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Silver Oak Securities | 9.1k | $531k | 37% | Mar 2024 |
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Change Path | 9.0k | $482k | 100% | Dec 2023 |
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Sax Wealth Advisors | 8.7k | $509k | 113% | Mar 2024 |
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Sageworth Trust Co of South Dakota | 8.4k | $491k | 100% | Mar 2024 |
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Dynamic Advisors Solutions | 7.4k | $432k | 100% | Mar 2024 |
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Citadel Advisors | 6.4k | $373k | -61% | Mar 2024 |
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Onyx Financial Advisors | 6.2k | $362k | 0% | Mar 2024 |
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Truepoint | 6.1k | $358k | 100% | Mar 2024 |
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Financial Engines Advisors L.L.C | 6.0k | $351k | 100% | Mar 2024 |
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Advisor Group Holdings | 5.9k | $344k | 100% | Mar 2024 |
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Investment Advisory Group | 5.3k | $313k | 100% | Mar 2024 |
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Kestra Advisory Services | 4.6k | $245k | 100% | Dec 2023 |
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Doliver Capital Advisors | 4.3k | $253k | 100% | Mar 2024 |
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J.w. Cole Advisors | 4.1k | $238k | 100% | Mar 2024 |
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Jpmorgan Chase & Co | 3.7k | $216k | 0% | Mar 2024 |
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Hanson McClain Advisors | 3.7k | $216k | 0% | Mar 2024 |
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Kathleen S. Wright Associates | 3.5k | $208k | 100% | Mar 2024 |
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Pathstone Holdings | 3.5k | $206k | 100% | Mar 2024 |
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Innealta Capital | 3.5k | $203k | 100% | Mar 2024 |
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Fifth Third Bancorp | 3.0k | $176k | 100% | Mar 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.8k | $163k | 100% | Mar 2024 |
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Farther Finance Advisors | 2.5k | $149k | 100% | Mar 2024 |
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CWM | 1.7k | $100k | 0% | Mar 2024 |
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Ronald Blue Trust | 1.2k | $73k | 486% | Mar 2024 |
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DecisionPoint Financial | 1.2k | $68k | 26% | Mar 2024 |
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Concord Wealth Partners | 1.2k | $69k | 100% | Mar 2024 |
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Aspire Private Capital | 309.00 | $18k | 100% | Mar 2024 |
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Phillips Financial Management | 175.00 | $10k | 0% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Royal Bank of Canada | Dec 2023 | 31k | $1.7M |
Jane Street | Dec 2023 | 22k | $1.2M |
Frank. Day | Dec 2023 | 14k | $768k |
Flow Traders US | Dec 2023 | 4.5k | $243k |
McGlone Suttner Wealth Management | Dec 2023 | 904.00 | $48k |