Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFEV
- CUSIP Number: 25434v740
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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 |
|---|---|---|---|---|---|
| Asset Dedication | 2.2M | $56M | 6% | Mar 2024 |
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| Heritage Financial Services | 1.7M | $43M | 11% | Dec 2023 |
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| Comprehensive Portfolio Management | 924k | $24M | 4% | Mar 2024 |
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| True Wealth Design | 767k | $20M | 4% | Mar 2024 |
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| Marquette Asset Management | 620k | $16M | 1% | Mar 2024 |
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| Beacon Pointe Advisors | 551k | $14M | 2% | Dec 2023 |
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| Janney Montgomery Scott | 461k | $12M | -1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 433k | $11M | 9% | Mar 2024 |
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| Eqis Capital Management | 421k | $11M | 100% | Mar 2024 |
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| Jane Street | 398k | $10M | 38% | Mar 2024 |
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| Evanson Asset Management | 378k | $9.8M | 12% | Mar 2024 |
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| Burns Wealth Management | 348k | $9.0M | 55% | Mar 2024 |
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| Opes Wealth Management | 329k | $8.5M | -1% | Mar 2024 |
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| Graves-Light Private Wealth Management | 270k | $7.0M | 14% | Mar 2024 |
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| Aveo Capital Partners | 269k | $7.3M | 3% | Mar 2024 |
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| Bank Of Montreal | 244k | $6.4M | 13% | Mar 2024 |
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| Financial Architects | 234k | $6.1M | 16% | Mar 2024 |
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| Blume Capital Management | 231k | $6.0M | 2% | Mar 2024 |
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| DiNuzzo Private Wealth | 212k | $5.5M | 1% | Mar 2024 |
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| Bridgeworth | 196k | $4.9M | 2% | Dec 2023 |
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| AE Wealth Management | 184k | $4.8M | -32% | Mar 2024 |
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| Index Fund Advisors | 176k | $4.6M | 74% | Mar 2024 |
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| Alesco Advisors | 163k | $4.2M | 18% | Mar 2024 |
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| Vestmark Advisory Solutions | 156k | $4.0M | 18% | Mar 2024 |
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| Fischer Investment Strategies | 148k | $3.7M | 100% | Dec 2023 |
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| _Sentinel Trust Company, LBA______________ | 148k | $3.8M | -53% | Mar 2024 |
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| Envestnet Asset Management | 143k | $3.7M | 122% | Mar 2024 |
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| Branch Banking & Trust Company | 138k | $3.6M | 0% | Mar 2024 |
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| PBMares Wealth Management | 130k | $3.4M | 11% | Mar 2024 |
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| Breakwater Capital Group | 130k | $3.4M | -9% | Mar 2024 |
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| Pathstone Holdings | 129k | $3.4M | -35% | Mar 2024 |
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| Sterling Financial Planning | 118k | $3.1M | 15% | Mar 2024 |
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| Citadel Advisors | 112k | $2.9M | 100% | Mar 2024 |
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| Goss Wealth Management | 110k | $2.9M | 221% | Mar 2024 |
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| Cordant | 109k | $2.8M | 33% | Mar 2024 |
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| Retirement Solution | 105k | $2.7M | 0% | Mar 2024 |
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| CI Private Wealth | 101k | $2.6M | 5% | Mar 2024 |
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| Savant Capital Management | 98k | $2.5M | -28% | Mar 2024 |
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| Verum Partners | 96k | $2.5M | 3% | Mar 2024 |
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| Maryland Capital Advisors | 92k | $2.4M | 4% | Mar 2024 |
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| Root Financial Partners | 86k | $2.2M | 16% | Mar 2024 |
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| Sequoia Financial Advisors | 76k | $2.0M | 8% | Mar 2024 |
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| Lam Group | 75k | $1.9M | 0% | Mar 2024 |
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| Betterment | 73k | $1.9M | 43% | Mar 2024 |
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| Family Investment Center | 70k | $1.8M | 371% | Mar 2024 |
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| Schwarz Dygos Wheeler Investment Advisors | 69k | $1.8M | 25% | Mar 2024 |
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| Steward Partners Investment Advisory | 69k | $1.8M | 19% | Mar 2024 |
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| Resources Investment Advisors | 65k | $1.7M | 100% | Mar 2024 |
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| Chicago Partners Investment | 65k | $1.7M | 12% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 64k | $1.7M | 12% | Mar 2024 |
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| BKA Wealth Consulting | 59k | $1.5M | 5% | Mar 2024 |
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| White Wing Wealth Management | 58k | $1.5M | 100% | Mar 2024 |
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| Applied Capital | 57k | $1.5M | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 55k | $1.4M | 10% | Mar 2024 |
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| EnRich Financial Partners | 54k | $1.4M | 100% | Mar 2024 |
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| Abel Hall | 51k | $1.3M | 3% | Mar 2024 |
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| Cardiff Park Advisors | 46k | $1.2M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 46k | $1.2M | 22% | Mar 2024 |
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| Tortoise Investment Management | 43k | $1.1M | 151% | Mar 2024 |
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| Deschutes Portfolio Strategy | 40k | $1.0M | 0% | Mar 2024 |
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| RCS Financial Planning | 40k | $1.0M | -13% | Mar 2024 |
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| Atria Wealth Solutions | 34k | $876k | -1% | Mar 2024 |
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| Gibson Capital | 32k | $830k | 0% | Mar 2024 |
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| Bank of America Corporation | 31k | $807k | 62% | Mar 2024 |
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| Edge Financial Advisors | 30k | $789k | 100% | Mar 2024 |
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| Oceanside Advisors | 29k | $746k | -2% | Mar 2024 |
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| Cambridge Investment Research Advisors | 26k | $685k | 7% | Mar 2024 |
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| Strata Wealth Advisors | 26k | $663k | 100% | Mar 2024 |
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| Hanover Advisors | 24k | $619k | 100% | Mar 2024 |
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| Unison Advisors | 23k | $608k | -11% | Mar 2024 |
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| Wealthsource Partners | 23k | $580k | -6% | Dec 2023 |
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| Altiora Financial Group | 23k | $588k | 0% | Mar 2024 |
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| Lincoln National | 23k | $587k | 3% | Mar 2024 |
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| Dorsey & Whitney Trust Company | 22k | $564k | 81% | Mar 2024 |
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| Kestra Advisory Services | 19k | $488k | 12% | Dec 2023 |
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| Allen Capital Group | 18k | $458k | -18% | Mar 2024 |
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| Moisand Fitzgerald Tamayo | 17k | $451k | 2% | Mar 2024 |
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| Rather & Kittrell | 17k | $433k | 32% | Mar 2024 |
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| CSS | 16k | $417k | 100% | Mar 2024 |
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| Raymond James & Associates | 15k | $396k | 69% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 14k | $371k | 0% | Mar 2024 |
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| BOS Asset Management | 14k | $364k | 12% | Mar 2024 |
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| Tranquility Partners | 14k | $361k | 12% | Mar 2024 |
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| Grunden Financial Advisory | 13k | $343k | 14% | Mar 2024 |
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| Schubert & Co | 13k | $340k | 51% | Mar 2024 |
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| Firethorn Wealth Partners | 13k | $334k | 51% | Mar 2024 |
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| Pettinga Financial Advisors | 12k | $313k | -12% | Mar 2024 |
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| HighTower Advisors | 11k | $293k | -2% | Mar 2024 |
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| American Investment Services | 11k | $280k | 0% | Mar 2024 |
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| Rehmann Capital Advisory | 9.7k | $252k | 100% | Mar 2024 |
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| Mraz, Amerine & Associates | 9.5k | $246k | 0% | Mar 2024 |
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| Buckingham Asset Management | 9.4k | $244k | -8% | Mar 2024 |
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| Forum Financial Management | 8.4k | $219k | -8% | Mar 2024 |
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| Integrated Wealth Concepts | 8.4k | $218k | 100% | Mar 2024 |
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| Elevate Wealth Advisory | 6.7k | $173k | -19% | Mar 2024 |
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| Bruce G. Allen Investments | 4.6k | $120k | 0% | Mar 2024 |
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| Ancora Advisors | 4.5k | $117k | -7% | Mar 2024 |
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| Red Lighthouse Investment Management | 4.4k | $114k | 0% | Mar 2024 |
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| Royal Bank of Canada | 4.2k | $109k | -82% | Mar 2024 |
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| Avondale Wealth Management | 4.0k | $101k | -83% | Dec 2023 |
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| Phillips Financial Management | 3.5k | $92k | 53% | Mar 2024 |
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| Advisor Group Holdings | 2.6k | $69k | -47% | Mar 2024 |
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| Family CFO | 2.5k | $65k | 47% | Mar 2024 |
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| Hanson McClain Advisors | 2.4k | $63k | 0% | Mar 2024 |
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| JFS Wealth Advisors | 1.9k | $51k | 0% | Mar 2024 |
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| Aspire Wealth Management Corp | 1.4k | $38k | 3% | Mar 2024 |
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| Brian McDonald | 1.4k | $36k | 9% | Mar 2024 |
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| Aspire Private Capital | 1.3k | $34k | 30% | Mar 2024 |
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| Morgan Stanley | 1.2k | $31k | 339% | Mar 2024 |
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| Global Retirement Partners | 990.00 | $26k | 0% | Mar 2024 |
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| McIlrath & Eck | 793.00 | $21k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 519.00 | $14k | 18% | Mar 2024 |
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| Versant Capital Management | 486.00 | $13k | 149% | Mar 2024 |
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| Mather Group | 438.00 | $11k | 100% | Mar 2024 |
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| Your Advocates | 427.00 | $11k | 0% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 350.00 | $9.1k | 100% | Mar 2024 |
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| Farther Finance Advisors | 319.00 | $8.3k | -49% | Mar 2024 |
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| Providence Capital Advisors | 289.00 | $7.5k | 100% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 249.00 | $6.5k | -52% | Mar 2024 |
|
| Tucker Asset Management | 125.00 | $3.2k | 0% | Dec 2023 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2023 | 147k | $3.5M |
| Flow Traders US | Dec 2023 | 46k | $1.2M |
| Envision Financial Planning | Dec 2023 | 21k | $540k |
| B.O.S.S. Retirement Advisors | Dec 2023 | 7.9k | $200k |
| Tompkins Financial Corp | Dec 2023 | 246.00 | $6.2k |