Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSI
- CUSIP Number: 25434v690
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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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 881k | $30M | 0% | Mar 2024 |
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| Merriman Wealth Management | 545k | $18M | 3% | Mar 2024 |
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| Awm Capital | 496k | $17M | 53% | Mar 2024 |
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| Francis Financial | 462k | $16M | 11% | Mar 2024 |
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| Vista Wealth Management Group | 444k | $15M | 17% | Mar 2024 |
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| Abacus Wealth Partners | 435k | $15M | 2% | Mar 2024 |
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| Retirement Solution | 407k | $14M | 0% | Mar 2024 |
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| Forum Financial Management | 262k | $8.8M | 9% | Mar 2024 |
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| Citadel Advisors | 244k | $8.2M | 100% | Mar 2024 |
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| Greenspring Advisors | 204k | $6.9M | 0% | Mar 2024 |
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| Planning Center | 200k | $6.7M | 4% | Mar 2024 |
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| New Capital Management | 135k | $4.6M | -19% | Mar 2024 |
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| CI Private Wealth | 133k | $4.5M | 0% | Mar 2024 |
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| Five Oceans Advisors | 123k | $4.1M | 19% | Mar 2024 |
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| Heritage Financial Services | 122k | $3.9M | 3% | Dec 2023 |
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| Pathstone Holdings | 122k | $4.1M | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 115k | $3.9M | 9% | Mar 2024 |
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| Asset Dedication | 104k | $3.5M | 11% | Mar 2024 |
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| RW Investment Management | 84k | $2.8M | 100% | Mar 2024 |
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| Goss Wealth Management | 82k | $2.8M | 54% | Mar 2024 |
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| Apella Capital | 71k | $2.4M | 201% | Mar 2024 |
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| Quarry Hill Advisors | 69k | $2.3M | 5% | Mar 2024 |
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| Savant Capital Management | 59k | $2.0M | 2% | Mar 2024 |
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| Jane Street | 58k | $2.0M | -31% | Mar 2024 |
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| RAM Investment Partners | 55k | $1.8M | 13% | Mar 2024 |
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| Northland Capital Management | 49k | $1.7M | -1% | Mar 2024 |
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| Truepoint | 49k | $1.6M | 30% | Mar 2024 |
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| Perigon Wealth Management | 48k | $1.6M | 0% | Mar 2024 |
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| Hutchinson Capital Management | 46k | $1.5M | 5% | Mar 2024 |
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| Resources Investment Advisors | 46k | $1.5M | 100% | Mar 2024 |
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| Nwam | 42k | $1.4M | -7% | Mar 2024 |
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| Addison Advisors | 42k | $1.4M | 50% | Mar 2024 |
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| Trellis Wealth Advisors | 41k | $1.4M | 2% | Mar 2024 |
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| Private Ocean | 41k | $1.4M | 0% | Mar 2024 |
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| Syverson Strege & Co | 41k | $1.4M | 1% | Mar 2024 |
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| Revolve Wealth Partners | 38k | $1.3M | 39% | Mar 2024 |
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| Rockbridge Investment Management, LCC | 38k | $1.3M | 23% | Mar 2024 |
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| BetterWealth | 38k | $1.3M | 7% | Mar 2024 |
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| MB Generational Wealth | 38k | $1.3M | 1% | Mar 2024 |
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| Buckingham Strategic Partners | 36k | $1.2M | -17% | Mar 2024 |
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| Parkside Financial Bank & Trust | 34k | $1.1M | 0% | Mar 2024 |
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| Cook Wealth Management Group | 34k | $1.1M | 17% | Mar 2024 |
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| DiNuzzo Private Wealth | 30k | $1.0M | 1% | Mar 2024 |
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| Brighton Jones | 29k | $973k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 25k | $848k | 12% | Mar 2024 |
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| Buckingham Asset Management | 25k | $843k | 17% | Mar 2024 |
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| Ohe Financial | 25k | $842k | 160% | Mar 2024 |
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| Wealth Architects | 25k | $830k | 3% | Mar 2024 |
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| Shira Ridge Wealth Management | 24k | $816k | 3% | Mar 2024 |
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| Henrickson Nauta Wealth Advisors | 21k | $695k | 1% | Mar 2024 |
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| Modera Wealth Management | 21k | $697k | 2% | Mar 2024 |
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| Waypoint Wealth Partners | 20k | $681k | 37% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 19k | $649k | 13% | Mar 2024 |
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| Cordant | 17k | $577k | 26% | Mar 2024 |
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| Carlson Capital Management | 17k | $572k | -3% | Mar 2024 |
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| Advisory Services & Investments | 17k | $560k | 100% | Mar 2024 |
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| Grand Wealth Management | 17k | $559k | -6% | Mar 2024 |
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| Walden Wealth Partners | 15k | $482k | 100% | Dec 2023 |
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| Asset Planning Corporation | 15k | $506k | 100% | Mar 2024 |
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| North Ridge Wealth Advisors | 14k | $470k | 0% | Mar 2024 |
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| Warren Averett Asset Management | 14k | $469k | -12% | Mar 2024 |
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| Chicago Partners Investment | 14k | $447k | -2% | Mar 2024 |
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| Investment Advisory Group | 12k | $413k | 0% | Mar 2024 |
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| Private Advisor | 12k | $405k | 100% | Mar 2024 |
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| Kestra Advisory Services | 12k | $382k | 100% | Dec 2023 |
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| HighTower Advisors | 11k | $382k | 0% | Mar 2024 |
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| TCI Wealth Advisors | 11k | $375k | 16% | Mar 2024 |
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| Level Financial Advisors | 11k | $375k | 2069% | Mar 2024 |
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| UMA Financial Services | 11k | $357k | 100% | Mar 2024 |
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| LifePro Asset Management | 11k | $370k | 100% | Mar 2024 |
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| Financial Connections Group | 10k | $350k | 92% | Mar 2024 |
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| FirstPurpose Wealth | 10k | $339k | 100% | Mar 2024 |
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| Cardinal Point Capital Management, ULC | 9.9k | $333k | 100% | Mar 2024 |
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| Orion Capital Management | 9.8k | $329k | 5% | Mar 2024 |
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| AdvisorNet Financial | 9.3k | $312k | -51% | Mar 2024 |
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| EnRich Financial Partners | 9.2k | $309k | 100% | Mar 2024 |
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| Tanager Wealth Management | 8.7k | $293k | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 8.7k | $291k | 100% | Mar 2024 |
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| Creative Capital Management Investments | 8.5k | $287k | 385% | Mar 2024 |
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| Frank, Rimerman Advisors | 8.3k | $280k | 0% | Mar 2024 |
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| Hartline Investment Corporation | 8.2k | $276k | 100% | Mar 2024 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8.2k | $276k | 100% | Mar 2024 |
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| Susquehanna International | 7.9k | $266k | 100% | Mar 2024 |
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| Morling Financial Advisors | 7.9k | $264k | 11% | Mar 2024 |
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| Rehmann Capital Advisory | 7.3k | $246k | 100% | Mar 2024 |
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| RHS Financial | 7.2k | $241k | 100% | Mar 2024 |
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| Acorn Creek Capital | 6.5k | $219k | 4% | Mar 2024 |
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| Red Tortoise | 6.1k | $205k | 0% | Mar 2024 |
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| Graves-Light Private Wealth Management | 6.0k | $202k | 100% | Mar 2024 |
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| Cardiff Park Advisors | 4.0k | $128k | 0% | Dec 2023 |
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| Glassman Wealth Services | 4.0k | $134k | 19% | Mar 2024 |
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| Hanson McClain Advisors | 3.0k | $101k | 0% | Mar 2024 |
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| True Wealth Design | 2.9k | $98k | 7% | Mar 2024 |
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| Red Lighthouse Investment Management | 2.9k | $97k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.2k | $74k | 508% | Mar 2024 |
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| JFS Wealth Advisors | 2.0k | $69k | 0% | Mar 2024 |
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| Criterion Capital Advisors | 1.4k | $48k | 127% | Mar 2024 |
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| C.M. Bidwell & Associates | 1.3k | $44k | 100% | Mar 2024 |
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| Tortoise Investment Management | 1.3k | $43k | 274% | Mar 2024 |
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| Cherry Tree Wealth Management | 713.00 | $24k | 0% | Mar 2024 |
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| Signature Resources Capital Management | 687.00 | $22k | 0% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 492.00 | $17k | 392% | Mar 2024 |
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| Zrc Wealth Management | 454.00 | $15k | 0% | Mar 2024 |
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| Farther Finance Advisors | 436.00 | $15k | 0% | Mar 2024 |
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| Mendota Financial Group | 394.00 | $13k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 283.00 | $9.5k | 100% | Mar 2024 |
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| Blume Capital Management | 150.00 | $5.1k | 0% | Mar 2024 |
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| McIlrath & Eck | 129.00 | $4.3k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 89.00 | $3.0k | 0% | Mar 2024 |
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| UBS Group | 28.00 | $943.000800 | 100% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 410k | $13M |
| Flow Traders US | Dec 2023 | 68k | $2.2M |
| McClarren Financial Advisors | Dec 2023 | 3.6k | $115k |
| Elevate Wealth Advisory | Dec 2023 | 2.4k | $77k |
| Annapolis Financial Services | Dec 2023 | 1.4k | $46k |