Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAE
- CUSIP Number: 25434v302
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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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 13M | $313M | 0% | Mar 2024 |
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| FMR | 5.7M | $142M | 2% | Mar 2024 |
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| UBS Group | 5.1M | $127M | 3% | Mar 2024 |
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| Envestnet Asset Management | 4.3M | $107M | -1% | Mar 2024 |
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| Bank of America Corporation | 3.9M | $96M | 14% | Mar 2024 |
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| Mercer Global Advisors | 3.7M | $91M | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 3.0M | $74M | 4% | Mar 2024 |
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| Cable Hill Partners | 2.6M | $61M | 0% | Mar 2024 |
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| Private Ocean | 2.1M | $51M | 14% | Mar 2024 |
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| CI Private Wealth | 1.9M | $48M | 8% | Mar 2024 |
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| Catalyst Capital Advisors | 1.8M | $44M | 24% | Mar 2024 |
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| Millburn Ridgefield | 1.8M | $44M | 12% | Mar 2024 |
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| Creative Planning | 1.7M | $41M | -6% | Mar 2024 |
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| Mission Wealth Management | 1.6M | $39M | 13% | Mar 2024 |
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| Jane Street | 1.5M | $38M | 175% | Mar 2024 |
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| Falcon Wealth Planning | 1.5M | $36M | 9% | Mar 2024 |
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| Bank Of Montreal | 1.5M | $36M | 41% | Mar 2024 |
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| True Link Financial Advisors | 1.4M | $35M | 4% | Mar 2024 |
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| Evoke Wealth | 1.2M | $30M | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 1.1M | $28M | 1% | Mar 2024 |
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| CWM | 1.1M | $28M | 15% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.1M | $26M | 57% | Mar 2024 |
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| Aquire Wealth Advisors | 1.0M | $25M | 5% | Mar 2024 |
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| Great Point Wealth Advisors | 999k | $25M | 120% | Mar 2024 |
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| Buckingham Asset Management | 997k | $25M | 5% | Mar 2024 |
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| RVW Wealth | 956k | $24M | 6% | Mar 2024 |
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| Root Financial Partners | 892k | $22M | 19% | Mar 2024 |
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| West Financial Advisors | 875k | $22M | 2% | Mar 2024 |
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| Financial Planning & Information Services | 830k | $21M | 14% | Mar 2024 |
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| Royal Bank of Canada | 822k | $20M | 13% | Mar 2024 |
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| RAM Investment Partners | 808k | $20M | 7% | Mar 2024 |
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| Ledyard National Bank | 775k | $19M | 4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 753k | $19M | -41% | Mar 2024 |
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| Market Street Wealth Management Advisors | 745k | $18M | 8% | Mar 2024 |
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| Prime Capital Investment Advisors | 738k | $18M | 34% | Dec 2023 |
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| Aveo Capital Partners | 727k | $19M | 4% | Mar 2024 |
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| Diversified Portfolios | 670k | $17M | 0% | Mar 2024 |
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| Eqis Capital Management | 662k | $16M | 100% | Mar 2024 |
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| JFS Wealth Advisors | 659k | $16M | -2% | Mar 2024 |
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| WPWealth | 650k | $16M | 13% | Dec 2023 |
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| Marquette Asset Management | 648k | $16M | 1% | Mar 2024 |
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| Great Waters Wealth Management | 622k | $15M | -9% | Mar 2024 |
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| CPA Asset Management | 619k | $15M | 0% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 558k | $14M | 5% | Mar 2024 |
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| Balyasny Asset Management | 548k | $14M | 166% | Mar 2024 |
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| Perigon Wealth Management | 543k | $13M | 26% | Mar 2024 |
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| Bedel Financial Consulting | 543k | $13M | 2% | Mar 2024 |
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| Colony Family Offices | 520k | $13M | 10% | Mar 2024 |
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| Pallas Capital Advisors | 510k | $13M | 5% | Mar 2024 |
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| Morling Financial Advisors | 509k | $13M | 21% | Mar 2024 |
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| Modera Wealth Management | 502k | $12M | 38% | Mar 2024 |
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| Jpmorgan Chase & Co | 501k | $12M | 6% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 491k | $12M | 2% | Mar 2024 |
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| Park Avenue Securities | 488k | $12M | 14% | Mar 2024 |
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| Creative Capital Management Investments | 458k | $11M | 8% | Mar 2024 |
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| DiNuzzo Private Wealth | 458k | $11M | 1% | Mar 2024 |
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| UMA Financial Services | 455k | $11M | 2% | Mar 2024 |
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| TCI Wealth Advisors | 449k | $11M | 21% | Mar 2024 |
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| Mather Group | 446k | $11M | 0% | Mar 2024 |
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| HighTower Advisors | 445k | $11M | 27% | Mar 2024 |
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| Buckingham Strategic Partners | 439k | $11M | 264% | Mar 2024 |
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| Efficient Advisors | 421k | $10M | 8% | Mar 2024 |
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| Founders Financial Securities | 420k | $10M | -27% | Mar 2024 |
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| Annandale Capital | 415k | $10M | 19% | Dec 2023 |
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| Horizon Investments | 413k | $10M | -27% | Mar 2024 |
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| Envision Financial Planning | 408k | $10M | 16% | Mar 2024 |
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| H D Vest Advisory Services | 403k | $10M | 100% | Mar 2024 |
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| Resources Investment Advisors | 398k | $9.8M | 100% | Mar 2024 |
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| Brighton Jones | 394k | $9.7M | 100% | Mar 2024 |
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| Awm Capital | 377k | $9.3M | -5% | Mar 2024 |
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| Pioneer Wealth Management Group | 368k | $9.1M | 13% | Mar 2024 |
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| Avondale Wealth Management | 367k | $8.8M | 7% | Dec 2023 |
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| SOL Capital Management | 366k | $9.1M | 1% | Mar 2024 |
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| Wescott Financial Advisory Group | 352k | $8.7M | 26% | Mar 2024 |
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| Chico Wealth RIA | 352k | $8.7M | 6% | Mar 2024 |
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| TCP Asset Management | 347k | $8.6M | 28% | Mar 2024 |
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| Dynamic Advisors Solutions | 341k | $8.4M | -5% | Mar 2024 |
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| Collective Family Office | 337k | $8.3M | 6% | Mar 2024 |
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| Private Capital Management | 334k | $8.1M | 19% | Dec 2023 |
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| Burns Wealth Management | 331k | $8.2M | 14% | Mar 2024 |
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| Beaird Harris Wealth Management | 331k | $8.2M | 0% | Mar 2024 |
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| Keyes, Stange & Wooten Wealth Management | 328k | $8.1M | 13% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 325k | $8.0M | 1627% | Mar 2024 |
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| DDFG | 324k | $8.0B | -23% | Mar 2024 |
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| Bridgewater Advisors | 315k | $7.8M | 11% | Mar 2024 |
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| Index Fund Advisors | 314k | $7.8M | 54% | Mar 2024 |
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| PBMares Wealth Management | 311k | $7.7M | 18% | Mar 2024 |
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| Shore Point Advisors | 310k | $7.7M | -1% | Mar 2024 |
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| Commonwealth Equity Services | 305k | $7.5M | -51% | Mar 2024 |
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| SC&H Financial Advisors | 303k | $7.5M | 2% | Mar 2024 |
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| Vawter Financial | 291k | $7.2M | 33% | Mar 2024 |
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| Captrust Financial Advisors | 287k | $7.1M | 11% | Mar 2024 |
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| Wealth Dimensions Group | 287k | $7.1M | 14% | Mar 2024 |
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| FirstPurpose Wealth | 286k | $7.1M | 5% | Mar 2024 |
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| Newman Dignan & Sheerar | 286k | $7.1M | 18% | Mar 2024 |
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| Towneley Capital Management, Inc / DE | 285k | $7.0M | 1% | Mar 2024 |
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| Larson Financial Group | 283k | $7.0M | -8% | Mar 2024 |
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| Plan Group Financial | 281k | $7.0M | 15% | Mar 2024 |
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| Perritt Capital Management | 275k | $6.8M | 0% | Mar 2024 |
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| Betterment | 268k | $6.6M | -9% | Mar 2024 |
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| LPL Financial | 260k | $6.4M | 24% | Mar 2024 |
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| Advisory Alpha | 251k | $6.2M | 5% | Mar 2024 |
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| HPM Partners | 250k | $6.2M | 48% | Mar 2024 |
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| Legacy Financial Group | 244k | $6.0M | -10% | Mar 2024 |
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| Aptus Capital Advisors | 242k | $6.0M | 6% | Mar 2024 |
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| Grimes & Company | 237k | $5.9M | 100% | Mar 2024 |
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| FinDec Wealth Services | 234k | $5.8M | 0% | Mar 2024 |
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| Umb Bank N A | 233k | $5.8M | 0% | Mar 2024 |
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| Monument Group Wealth Advisors | 232k | $5.7M | 14% | Mar 2024 |
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| Financial Alternatives | 232k | $5.7M | 7% | Mar 2024 |
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| Forum Private Client Group | 229k | $5.7M | 8% | Mar 2024 |
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| Private Advisor | 229k | $5.7M | 4% | Mar 2024 |
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| MAI Wealth Advisors | 226k | $5.6M | 13% | Mar 2024 |
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| One Capital Management | 226k | $5.6M | 2% | Mar 2024 |
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| Sterling Wealth Management | 218k | $5.4M | 13% | Mar 2024 |
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| Gail Mannix | 214k | $5.3M | -1% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 214k | $5.3M | -1% | Mar 2024 |
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| Essential Planning | 211k | $5.1M | 3% | Mar 2024 |
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| Jackson Thornton Asset Management | 211k | $5.2M | 13% | Mar 2024 |
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| Wealthquest | 210k | $5.2M | 8% | Mar 2024 |
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| tru Independence | 209k | $5.2M | -20% | Mar 2024 |
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| DecisionPoint Financial | 208k | $5.2M | 2% | Mar 2024 |
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| Catalyst Private Wealth | 205k | $5.1M | 36% | Mar 2024 |
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| Kure Advisory | 199k | $4.9M | 7% | Mar 2024 |
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| Austin Wealth Management | 192k | $4.6M | 37% | Dec 2023 |
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| Relative Value Partners | 191k | $4.4M | 4% | Mar 2024 |
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| Oceanside Advisors | 188k | $4.6M | 3% | Mar 2024 |
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| Arista Wealth Management | 188k | $4.6M | -62% | Mar 2024 |
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| AE Wealth Management | 187k | $4.6M | 11% | Mar 2024 |
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| Sageworth Trust Company | 175k | $4.3M | 0% | Mar 2024 |
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| Ml & R Wealth Management | 174k | $4.2M | 26% | Dec 2023 |
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| Midwest Heritage Bank | 174k | $4.3M | 77% | Mar 2024 |
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| Archford Capital Strategies | 173k | $4.3M | 100% | Mar 2024 |
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| Rappaport Reiches Capital Management | 170k | $4.2M | 12% | Mar 2024 |
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| Stifel Financial | 163k | $4.0M | -10% | Mar 2024 |
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| Tortoise Investment Management | 159k | $3.9M | 14% | Mar 2024 |
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| Quantum Financial Advisors | 158k | $3.9M | -8% | Mar 2024 |
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| Integrity Wealth Solutions | 151k | $3.7M | 1% | Mar 2024 |
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| Disciplined Investments | 150k | $3.7M | 15% | Mar 2024 |
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| Sutton Place Investors | 148k | $3.7M | 27% | Mar 2024 |
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| Seven Mile Advisory | 144k | $3.6M | 1% | Mar 2024 |
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| Fort Henry Capital | 143k | $3.5M | 11% | Mar 2024 |
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| Keb Asset Management | 143k | $3.5M | 2% | Mar 2024 |
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| Apella Capital | 141k | $3.6M | -12% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 140k | $3.5M | 2% | Mar 2024 |
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| Level Financial Advisors | 138k | $3.4M | -8% | Mar 2024 |
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| Advisor Group Holdings | 137k | $3.4M | 27% | Mar 2024 |
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| Builder Investment Group | 134k | $3.3M | 15% | Mar 2024 |
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| AA Financial Advisors | 134k | $3.3M | 100% | Mar 2024 |
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| Monticello Wealth Management | 128k | $3.2M | -47% | Mar 2024 |
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| CVA Family Office | 127k | $3.1M | -5% | Dec 2023 |
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| Sax Wealth Advisors | 120k | $3.0M | -32% | Mar 2024 |
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| Annapolis Financial Services | 96k | $2.4M | -64% | Mar 2024 |
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| Financial Advocates Investment Management | 39k | $974k | -81% | Mar 2024 |
|
| Mutual Advisors | 29k | $722k | -91% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 423k | $9.6M |
| Flow Traders US | Dec 2023 | 129k | $3.1M |