Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAS
- CUSIP Number: 25434v500
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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 |
---|---|---|---|---|---|
Creative Planning | 11M | $669M | 0% | Mar 2024 |
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Index Fund Advisors | 6.8M | $424M | 1% | Mar 2024 |
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Northern Trust | 6.1M | $383M | 10% | Mar 2024 |
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Bank of America Corporation | 4.2M | $265M | 6% | Mar 2024 |
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Buckingham Asset Management | 2.7M | $170M | 4% | Mar 2024 |
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Alaska Permanent Fund Corp | 2.7M | $169M | 14% | Mar 2024 |
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Envestnet Asset Management | 2.4M | $149M | 6% | Mar 2024 |
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TCI Wealth Advisors | 2.2M | $135M | 3% | Mar 2024 |
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Ark & Tlk Investments | 1.9M | $117M | -5% | Mar 2024 |
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Plan | 1.5M | $90M | 0% | Dec 2023 |
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Financial Counselors | 1.5M | $93M | 3% | Mar 2024 |
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Mercer Global Advisors | 1.4M | $85M | 0% | Mar 2024 |
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Pure Financial Advisors | 1.2M | $73M | 14% | Mar 2024 |
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HighTower Advisors | 1.1M | $69M | 426% | Mar 2024 |
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Resource Consulting Group | 1.1M | $63M | -7% | Dec 2023 |
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Beaird Harris Wealth Management | 1.0M | $63M | 3% | Mar 2024 |
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Sageworth Trust Company | 984k | $61M | 2% | Mar 2024 |
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Savant Capital Management | 973k | $61M | -29% | Mar 2024 |
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Massmutual Trust | 965k | $60M | 2% | Mar 2024 |
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Evanson Asset Management | 916k | $57M | 3% | Mar 2024 |
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First Command Advisory Services | 904k | $56M | 7% | Mar 2024 |
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Moisand Fitzgerald Tamayo | 840k | $52M | 3% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 759k | $47M | 13% | Mar 2024 |
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Ml & R Wealth Management | 752k | $45M | 4% | Dec 2023 |
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DiNuzzo Private Wealth | 724k | $45M | 0% | Mar 2024 |
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Vista Wealth Management Group | 690k | $43M | 5% | Mar 2024 |
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Stordahl Capital Management | 667k | $42M | 3% | Mar 2024 |
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Commonwealth Equity Services | 648k | $40M | 0% | Mar 2024 |
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Confluence Wealth Services | 641k | $40M | 16% | Mar 2024 |
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CI Private Wealth | 639k | $40M | -2% | Mar 2024 |
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Bank Of Montreal | 635k | $40M | 12% | Mar 2024 |
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Buckingham Strategic Partners | 601k | $38M | 90% | Mar 2024 |
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Dixon Fnancial Services | 590k | $37M | -1% | Mar 2024 |
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Brown Advisory Holdings Incorporated | 585k | $36M | 22% | Mar 2024 |
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Great Waters Wealth Management | 580k | $36M | 9% | Mar 2024 |
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LPL Financial | 573k | $36M | 21% | Mar 2024 |
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UBS Group | 568k | $35M | 19% | Mar 2024 |
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Royal Bank of Canada | 538k | $34M | 65% | Mar 2024 |
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Brian McDonald | 525k | $33M | -2% | Mar 2024 |
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Foster Group | 523k | $33M | -1% | Mar 2024 |
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Austin Asset Management | 486k | $30M | 2% | Mar 2024 |
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Heritage Investment Group | 483k | $30M | -1% | Mar 2024 |
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Sax Wealth Advisors | 475k | $30M | 61% | Mar 2024 |
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Sequoia Financial Advisors | 467k | $29M | 1% | Mar 2024 |
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Chicago Partners Investment | 463k | $28M | 13% | Mar 2024 |
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Branch Banking & Trust Company | 451k | $28M | 33% | Mar 2024 |
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Rsm Us Wealth Management | 448k | $28M | -4% | Mar 2024 |
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Bouchey Financial | 435k | $27M | 4% | Mar 2024 |
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KWMG | 420k | $26M | 2% | Mar 2024 |
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BKD Wealth Advisors | 375k | $23M | -3% | Mar 2024 |
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Wealth Enhancement Advisory Services | 367k | $23M | 23% | Mar 2024 |
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Modera Wealth Management | 364k | $23M | -1% | Mar 2024 |
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First National Trust Company | 363k | $23M | -3% | Mar 2024 |
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Thrivent Financial for Lutherans | 360k | $22M | 78% | Mar 2024 |
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Market Street Wealth Management Advisors | 340k | $21M | 3% | Mar 2024 |
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Pathstone Holdings | 327k | $20M | 7% | Mar 2024 |
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Tanager Wealth Management | 324k | $20M | 7% | Mar 2024 |
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Tillman Hartley | 317k | $20M | -2% | Mar 2024 |
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Planning Center | 312k | $19M | 0% | Mar 2024 |
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Heritage Wealth Management, Inc./Texas | 309k | $19M | 3% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 300k | $19M | 0% | Mar 2024 |
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Disciplined Equity Management | 293k | $18M | 2% | Mar 2024 |
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Builder Investment Group | 288k | $18M | 2% | Mar 2024 |
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McLean Asset Management Corp | 286k | $18M | -2% | Mar 2024 |
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Goss Wealth Management | 285k | $18M | 180% | Mar 2024 |
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Raymond James Financial Services Advisors | 285k | $18M | -12% | Mar 2024 |
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Jackson Thornton Asset Management | 281k | $18M | -2% | Mar 2024 |
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Mariner Wealth Advisors | 279k | $17M | 24% | Mar 2024 |
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SRS Capital Advisors | 274k | $16M | 2% | Dec 2023 |
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HPM Partners | 271k | $17M | 42% | Mar 2024 |
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New Hampshire Trust | 271k | $17M | 3% | Mar 2024 |
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Captrust Financial Advisors | 266k | $17M | 237% | Mar 2024 |
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EnRich Financial Partners | 264k | $16M | 100% | Mar 2024 |
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Tilson Financial Group | 257k | $16M | 16% | Mar 2024 |
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Beacon Pointe Advisors | 253k | $15M | 4% | Dec 2023 |
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Hurlow Wealth Management Group | 238k | $15M | 3% | Mar 2024 |
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DecisionPoint Financial | 237k | $14M | 12% | Mar 2024 |
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Empowered Funds | 231k | $14M | 100% | Mar 2024 |
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AdvisorNet Financial | 230k | $14M | -9% | Mar 2024 |
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Larson Financial Group | 230k | $14M | -7% | Mar 2024 |
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Lutz Financial Services | 229k | $14M | 0% | Mar 2024 |
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Forum Private Client Group | 220k | $14M | 11% | Mar 2024 |
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Mission Wealth Management | 209k | $13M | 7% | Mar 2024 |
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EP Wealth Advisors | 208k | $12M | 1% | Dec 2023 |
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FMFE Wealth Management | 204k | $13M | 0% | Mar 2024 |
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Advisory Services & Investments | 199k | $12M | 8% | Mar 2024 |
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Financial Synergies Wealth Advisors | 194k | $12M | 2038% | Mar 2024 |
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CWM | 192k | $12M | 12% | Mar 2024 |
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Systelligence | 192k | $12M | 0% | Mar 2024 |
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One Capital Management | 189k | $12M | 205% | Mar 2024 |
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Armor Investment Advisors | 186k | $12M | 11% | Mar 2024 |
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Garrett Investment Advisors | 186k | $12M | -23% | Mar 2024 |
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Advisor Group Holdings | 185k | $12M | 7% | Mar 2024 |
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Williams Financial | 184k | $12M | 100% | Mar 2024 |
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Aire Advisors | 179k | $11M | 0% | Mar 2024 |
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West Financial Advisors | 179k | $11M | 1% | Mar 2024 |
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American Investment Services | 178k | $11M | -1% | Mar 2024 |
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G2 Capital Management, Llc / Oh | 174k | $11M | 1% | Mar 2024 |
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McGlone Suttner Wealth Management | 173k | $11M | -4% | Mar 2024 |
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Dynamic Advisors Solutions | 170k | $11M | 6% | Mar 2024 |
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Fundamentun | 170k | $11M | 100% | Mar 2024 |
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Jpmorgan Chase & Co | 168k | $10M | 24% | Mar 2024 |
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Monograph Wealth Advisors | 165k | $9.9M | -18% | Dec 2023 |
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Baird Financial | 164k | $9.8M | 5% | Dec 2023 |
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Phillips Financial Management | 162k | $10M | 23% | Mar 2024 |
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WorthPointe | 162k | $9.6M | 2% | Dec 2023 |
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Morgan Stanley | 157k | $9.8M | 45% | Mar 2024 |
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Midwest Heritage Bank | 156k | $9.8M | 13% | Mar 2024 |
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Cardiff Park Advisors | 155k | $9.3M | -1% | Dec 2023 |
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Spinnaker Investment Group | 152k | $9.5M | 6% | Mar 2024 |
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Cambridge Investment Research Advisors | 152k | $9.5M | 24% | Mar 2024 |
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Granite Harbor Advisors | 150k | $9.4M | 3% | Mar 2024 |
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Divergent Planning | 147k | $9.1M | 100% | Mar 2024 |
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Capital Performance Advisors | 145k | $9.1M | -1% | Mar 2024 |
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Enzi Wealth | 143k | $8.3M | -1% | Mar 2024 |
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Regal Wealth Group | 143k | $8.2M | 4% | Dec 2023 |
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MAI Wealth Advisors | 142k | $8.8M | 100% | Mar 2024 |
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Monticello Wealth Management | 140k | $8.8M | -2% | Mar 2024 |
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Your Advocates | 140k | $8.7M | -8% | Mar 2024 |
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Gemmer Asset Management | 139k | $8.6M | -2% | Mar 2024 |
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Bridgewater Advisors | 138k | $8.6M | -1% | Mar 2024 |
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Mendota Financial Group | 137k | $8.5M | 343% | Mar 2024 |
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Traverso Chambers Private Wealth Management | 136k | $8.1M | 4% | Dec 2023 |
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Forum Financial Management | 136k | $8.5M | 0% | Mar 2024 |
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Cascade Wealth Advisors | 135k | $8.0M | 100% | Mar 2024 |
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PBMares Wealth Management | 134k | $8.3M | 3% | Mar 2024 |
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Spire Wealth Management | 133k | $8.3M | 1% | Mar 2024 |
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Annapolis Financial Services | 132k | $8.2M | -26% | Mar 2024 |
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Tfo-tdc | 131k | $8.2M | -2% | Mar 2024 |
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Hanson McClain Advisors | 127k | $7.9M | 4% | Mar 2024 |
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Keb Asset Management | 126k | $7.8M | -1% | Mar 2024 |
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Towneley Capital Management, Inc / DE | 124k | $7.7M | -1% | Mar 2024 |
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Alpha Financial Advisors | 123k | $7.7M | 0% | Mar 2024 |
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Sterling Wealth Management | 121k | $7.5M | 5% | Mar 2024 |
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Aspiriant | 119k | $7.4M | -2% | Mar 2024 |
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Cedar Point Capital Partners | 118k | $7.0M | 100% | Dec 2023 |
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Wescott Financial Advisory Group | 117k | $7.3M | 27% | Mar 2024 |
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FLC Capital Advisors | 116k | $7.2M | 2% | Mar 2024 |
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Lam Group | 110k | $6.9M | 2% | Mar 2024 |
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CarsonAllaria Wealth Management | 110k | $6.9M | 0% | Mar 2024 |
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Bordeaux Wealth Advisors | 109k | $6.8M | -2% | Mar 2024 |
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Pinnacle Financial Group, LLC / IL | 109k | $6.8M | 11% | Mar 2024 |
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Acorn Creek Capital | 109k | $6.8M | 5% | Mar 2024 |
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Ballentine Capital Advisors | 106k | $6.5M | 100% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 105k | $6.5M | -1% | Mar 2024 |
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Continuum Wealth Advisors | 104k | $6.2M | 1% | Dec 2023 |
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Ruedi Wealth Management | 104k | $6.5M | 2% | Mar 2024 |
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Criterion Capital Advisors | 104k | $6.4M | 6% | Mar 2024 |
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Colorado Capital Management | 101k | $6.3M | -1% | Mar 2024 |
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Carlson Capital Management | 9.3k | $580k | -96% | Mar 2024 |
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Clarity Asset Management | 1.6k | $98k | -99% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Mutual Advisors | Dec 2023 | 113k | $6.7M |