Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAR
- CUSIP Number: 25434v823
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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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group | 2.0M | $45M | 1077% | Mar 2024 |
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| Beaird Harris Wealth Management | 1.8M | $41M | 5% | Mar 2024 |
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| HighTower Advisors | 1.8M | $41M | 13% | Mar 2024 |
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| Elwood & Goetz Wealth Advisory Group | 1.7M | $39M | 5% | Mar 2024 |
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| Bridgeworth | 1.3M | $30M | 2% | Dec 2023 |
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| RAM Investment Partners | 1.1M | $25M | 3% | Mar 2024 |
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| Rather & Kittrell | 818k | $18M | 0% | Mar 2024 |
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| Brown Financial Advisory | 647k | $15M | -4% | Mar 2024 |
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| BKD Wealth Advisors | 592k | $13M | 1% | Mar 2024 |
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| Great Oak Capital Partners | 517k | $12M | 43% | Mar 2024 |
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| Bridgewater Advisors | 508k | $11M | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 502k | $11M | -1% | Mar 2024 |
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| Burns Wealth Management | 426k | $9.5M | 100% | Mar 2024 |
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| Forum Financial Management | 420k | $9.4M | 1% | Mar 2024 |
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| Root Financial Partners | 412k | $9.2M | 21% | Mar 2024 |
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| Core Wealth Management | 402k | $9.0M | 9% | Mar 2024 |
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| Phillips Financial Management | 396k | $8.9M | 10% | Mar 2024 |
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| Fidato Wealth | 371k | $8.3M | 2% | Mar 2024 |
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| Crestmont Private Wealth | 367k | $8.2M | -6% | Mar 2024 |
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| Commonwealth Equity Services | 354k | $7.9M | 7% | Mar 2024 |
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| Retirement Solution | 344k | $7.7M | 0% | Mar 2024 |
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| Asset Planning Corporation | 335k | $7.5M | -1% | Mar 2024 |
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| Pinnacle Financial Group, LLC / IL | 296k | $6.6M | 14% | Mar 2024 |
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| Beacon Pointe Advisors | 290k | $6.6M | 19% | Dec 2023 |
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| FirstPurpose Wealth | 290k | $6.2M | 8% | Mar 2024 |
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| Wealth Dimensions Group | 285k | $6.4M | 17% | Mar 2024 |
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| Austin Wealth Management | 275k | $6.0M | -18% | Dec 2023 |
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| Helen Stephens Group | 265k | $5.9M | 52% | Mar 2024 |
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| Sequoia Financial Advisors | 264k | $5.9M | 10% | Mar 2024 |
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| Onyx Financial Advisors | 256k | $5.7M | 31% | Mar 2024 |
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| Vannoy Advisory Group | 240k | $5.4M | 100% | Mar 2024 |
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| Mercer Global Advisors | 238k | $5.3M | -20% | Mar 2024 |
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| Savant Capital Management | 232k | $5.2M | -22% | Mar 2024 |
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| Goss Wealth Management | 228k | $5.1M | 37% | Mar 2024 |
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| LPL Financial | 222k | $5.0M | 50% | Mar 2024 |
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| Dynamic Advisors Solutions | 209k | $4.7M | 10% | Mar 2024 |
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| Rockwood Wealth Management | 208k | $4.6M | 3% | Mar 2024 |
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| Carlson Capital Management | 197k | $4.4M | -15% | Mar 2024 |
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| Resource Consulting Group | 193k | $4.4M | 30% | Dec 2023 |
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| Buckingham Asset Management | 193k | $4.3M | 45% | Mar 2024 |
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| Ruedi Wealth Management | 178k | $4.0M | 0% | Mar 2024 |
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| Oceanside Advisors | 173k | $3.9M | 3% | Mar 2024 |
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| DecisionPoint Financial | 172k | $3.6M | 38% | Mar 2024 |
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| Gradient Capital Advisors | 166k | $3.7M | 4% | Mar 2024 |
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| Sax Wealth Advisors | 164k | $3.7M | -6% | Mar 2024 |
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| PBMares Wealth Management | 161k | $3.6M | 23% | Mar 2024 |
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| Raymond James Financial Services Advisors | 156k | $3.5M | 5% | Mar 2024 |
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| Evanson Asset Management | 156k | $3.5M | 19% | Mar 2024 |
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| Mariner Wealth Advisors | 153k | $3.4M | 2% | Mar 2024 |
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| Betterment | 150k | $3.4M | 50% | Mar 2024 |
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| Legacy Financial Group | 147k | $3.3M | 233% | Mar 2024 |
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| Chicago Partners Investment | 144k | $3.0M | 17% | Mar 2024 |
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| Straight Path Wealth Management | 141k | $3.2M | 11% | Mar 2024 |
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| Satovsky Asset Management | 141k | $3.1M | 6% | Mar 2024 |
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| Grand Wealth Management | 136k | $3.0M | 17% | Mar 2024 |
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| Pathstone Holdings | 123k | $2.8M | -6% | Mar 2024 |
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| Monument Group Wealth Advisors | 120k | $2.7M | 27% | Mar 2024 |
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| Maryland Capital Advisors | 116k | $2.6M | 6% | Mar 2024 |
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| AE Wealth Management | 115k | $2.6M | -79% | Mar 2024 |
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| CarsonAllaria Wealth Management | 109k | $2.4M | 21% | Mar 2024 |
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| Integrity Wealth Solutions | 102k | $2.3M | 3% | Mar 2024 |
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| White Wing Wealth Management | 97k | $2.1M | -7% | Mar 2024 |
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| Apollon Wealth Management | 97k | $2.2M | 3% | Mar 2024 |
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| Hemington Wealth Management | 95k | $2.1M | 147% | Mar 2024 |
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| Jentner | 95k | $2.1M | -1% | Mar 2024 |
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| RFG Advisory | 95k | $2.1M | -2% | Mar 2024 |
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| Disciplined Investments | 93k | $2.1M | 5% | Mar 2024 |
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| Summit Wealth Group | 92k | $2.1M | 5% | Mar 2024 |
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| Forum Private Client Group | 89k | $2.0M | 46% | Mar 2024 |
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| Resource Planning Group | 88k | $2.5M | 100% | Dec 2023 |
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| CI Private Wealth | 86k | $1.9M | -8% | Mar 2024 |
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| Signature Resources Capital Management | 85k | $1.9M | -4% | Mar 2024 |
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| SageView Advisory Group | 81k | $1.8M | 0% | Mar 2024 |
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| Tillman Hartley | 78k | $1.7M | 4% | Mar 2024 |
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| WPWealth | 77k | $1.7M | -35% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 76k | $1.7M | 12% | Mar 2024 |
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| Envestnet Asset Management | 70k | $1.6M | 22% | Mar 2024 |
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| RCS Financial Planning | 68k | $1.5M | -17% | Mar 2024 |
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| Sowell Financial Services | 67k | $1.5M | 11% | Mar 2024 |
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| JMG Financial Group | 67k | $1.5M | 15% | Mar 2024 |
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| BCU Wealth Advisors | 67k | $1.5M | 25% | Mar 2024 |
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| Applied Capital | 66k | $1.5M | 10% | Mar 2024 |
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| Arista Wealth Management | 65k | $1.5M | -82% | Mar 2024 |
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| Builder Investment Group | 63k | $1.4M | 1% | Mar 2024 |
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| PFG Advisors | 62k | $1.4M | 8% | Mar 2024 |
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| Garrett Investment Advisors | 62k | $1.4M | 2% | Mar 2024 |
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| Total Clarity Wealth Management | 55k | $1.2M | 3% | Mar 2024 |
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| DiNuzzo Private Wealth | 55k | $1.2M | -1% | Mar 2024 |
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| Hutchinson Capital Management | 52k | $1.2M | 2% | Mar 2024 |
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| Ml & R Wealth Management | 51k | $1.2M | 100% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 50k | $1.1M | 7% | Mar 2024 |
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| Arcadia Wealth Management | 49k | $1.1M | 3% | Mar 2024 |
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| American Investment Services | 46k | $1.0M | -22% | Mar 2024 |
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| Andrews, Lucia Wealth Management | 44k | $999k | 17% | Dec 2023 |
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| Vawter Financial | 44k | $977k | 98% | Mar 2024 |
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| Kestra Advisory Services | 42k | $954k | -8% | Dec 2023 |
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| Creative Planning | 41k | $922k | 21% | Mar 2024 |
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| SOL Capital Management | 41k | $907k | 6% | Mar 2024 |
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| Sterling Financial Planning | 39k | $882k | -22% | Mar 2024 |
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| Advisory Alpha | 38k | $859k | -1% | Mar 2024 |
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| Global Trust Asset Management | 37k | $828k | 7% | Mar 2024 |
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| Heritage Wealth Management | 37k | $827k | -9% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 34k | $768k | 129% | Mar 2024 |
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| Advisor Group Holdings | 33k | $742k | 26% | Mar 2024 |
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| DBK Financial Counsel | 31k | $702k | 129% | Mar 2024 |
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| Diversified Portfolios | 27k | $601k | 2% | Mar 2024 |
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| Drive Wealth Management | 27k | $600k | -24% | Mar 2024 |
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| TAGStone Capital | 25k | $568k | 97% | Mar 2024 |
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| Empowered Funds | 24k | $537k | 100% | Mar 2024 |
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| Sprinkle Financial Consultants | 23k | $524k | 24% | Mar 2024 |
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| Austin Asset Management | 23k | $506k | 0% | Mar 2024 |
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| Five Oceans Advisors | 22k | $495k | 2% | Mar 2024 |
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| Fonville Wealth Management | 22k | $490k | -4% | Mar 2024 |
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| Walkner Condon Financial Advisors | 22k | $486k | 134% | Mar 2024 |
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| Firethorn Wealth Partners | 21k | $465k | -33% | Mar 2024 |
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| Apella Capital | 20k | $452k | 100% | Mar 2024 |
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| Melfa Wealth Management | 20k | $448k | 100% | Mar 2024 |
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| Northwest Wealth Management | 20k | $435k | 2% | Mar 2024 |
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| Flagstone Financial Management | 19k | $431k | 0% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 19k | $428k | -4% | Mar 2024 |
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| Annapolis Financial Services | 18k | $408k | -88% | Mar 2024 |
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| Lakeridge Wealth Management | 18k | $408k | 100% | Mar 2024 |
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| SC&H Financial Advisors | 18k | $407k | 15% | Mar 2024 |
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| Lodestone Wealth Management | 18k | $529k | 9% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 17k | $390k | 7% | Mar 2024 |
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| Dodds Wealth | 17k | $393k | 100% | Dec 2023 |
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| Bridge Advisory | 17k | $376k | -2% | Mar 2024 |
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| Nalls Sherbakoff Group | 15k | $337k | 100% | Dec 2023 |
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| D. E. Shaw & Co | 14k | $320k | 100% | Mar 2024 |
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| Jane Street | 14k | $302k | -78% | Mar 2024 |
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| Private Advisor | 13k | $300k | 24% | Mar 2024 |
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| Elevate Wealth Advisory | 13k | $298k | 16% | Mar 2024 |
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| Mission Wealth Management | 13k | $295k | 1% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 13k | $280k | -8% | Mar 2024 |
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| Modera Wealth Management | 12k | $274k | 0% | Mar 2024 |
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| CPA Asset Management | 12k | $269k | -53% | Mar 2024 |
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| Susquehanna International | 12k | $268k | -65% | Mar 2024 |
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| Simplicity Wealth | 12k | $267k | 100% | Mar 2024 |
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| TCI Wealth Advisors | 12k | $260k | -1% | Mar 2024 |
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| Morton Capital Management | 12k | $259k | -34% | Mar 2024 |
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| EnRich Financial Partners | 12k | $259k | 100% | Mar 2024 |
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| Sawtooth Asset Management | 12k | $262k | 100% | Dec 2023 |
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| Royal Bank of Canada | 11k | $255k | 48% | Mar 2024 |
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| Tortoise Investment Management | 11k | $252k | 0% | Mar 2024 |
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| Brookstone Capital Management | 11k | $242k | 0% | Mar 2024 |
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| Essential Planning | 11k | $239k | 100% | Mar 2024 |
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| Wescott Financial Advisory Group | 10k | $234k | 100% | Mar 2024 |
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| UMA Financial Services | 10k | $211k | 100% | Mar 2024 |
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| Yoder Wealth Management | 10k | $227k | -18% | Mar 2024 |
|
| Cardiff Park Advisors | 9.8k | $223k | 0% | Dec 2023 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Buckingham Strategic Partners | Dec 2023 | 31k | $711k |
| Cravens & Co Advisors | Sep 2023 | 19k | $363k |
| Greenspring Advisors | Dec 2023 | 14k | $316k |