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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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 |
|---|---|---|---|---|---|
| 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 | 11k | $595k | 159% | Dec 2023 |
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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 |