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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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 |
|---|---|---|---|---|---|
| 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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| Trinity Financial Advisors | 98k | $6.1M | 18% | Mar 2024 |
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| Rf&l Wealth Management | 95k | $5.9M | -5% | Mar 2024 |
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| Raymond James & Associates | 68k | $4.2M | -32% | Mar 2024 |
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| Carlson Capital Management | 9.3k | $580k | -96% | Mar 2024 |
|
| Clarity Asset Management | 1.6k | $98k | -99% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mutual Advisors | Dec 2023 | 113k | $6.7M |