Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSE
- CUSIP Number: 25434v682
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors | 550k | $18M | -3% | Mar 2024 |
|
| Awm Capital | 536k | $17M | 21% | Mar 2024 |
|
| Abacus Wealth Partners | 406k | $13M | 1% | Mar 2024 |
|
| Forum Financial Management | 331k | $11M | 8% | Mar 2024 |
|
| Five Oceans Advisors | 325k | $11M | 3% | Mar 2024 |
|
| Merriman Wealth Management | 252k | $8.1M | 17% | Mar 2024 |
|
| Vista Wealth Management Group | 160k | $5.2M | 20% | Mar 2024 |
|
| Greenspring Advisors | 133k | $4.3M | 0% | Mar 2024 |
|
| Retirement Solution | 122k | $3.9M | 0% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 91k | $2.9M | 9% | Mar 2024 |
|
| Savant Capital Management | 88k | $2.8M | 17% | Mar 2024 |
|
| Francis Financial | 87k | $2.8M | 17% | Mar 2024 |
|
| Heritage Financial Services | 77k | $2.4M | 1% | Dec 2023 |
|
| Asset Dedication | 72k | $2.3M | 23% | Mar 2024 |
|
| CI Private Wealth | 62k | $2.0M | 1% | Mar 2024 |
|
| Wealth Architects | 60k | $1.9M | 18% | Mar 2024 |
|
| Pathstone Holdings | 60k | $1.9M | 0% | Mar 2024 |
|
| New Capital Management | 57k | $1.8M | -5% | Mar 2024 |
|
| Jane Street | 55k | $1.8M | -73% | Mar 2024 |
|
| Drive Wealth Management | 54k | $1.7M | 20% | Mar 2024 |
|
| Brighton Jones | 51k | $1.6M | 100% | Mar 2024 |
|
| Atria Investments | 45k | $1.4M | 12% | Dec 2023 |
|
| Planning Center | 44k | $1.4M | 7% | Mar 2024 |
|
| Schoolcraft Capital | 43k | $1.4M | 0% | Mar 2024 |
|
| Susquehanna International | 35k | $1.1M | 100% | Mar 2024 |
|
| Cook Wealth Management Group | 34k | $1.1M | 16% | Mar 2024 |
|
| Resources Investment Advisors | 34k | $1.1M | 100% | Mar 2024 |
|
| Cordant | 34k | $1.1M | 13% | Mar 2024 |
|
| RW Investment Management | 27k | $880k | 100% | Mar 2024 |
|
| RAM Investment Partners | 25k | $819k | 9% | Mar 2024 |
|
| Apella Capital | 25k | $824k | 181% | Mar 2024 |
|
| Citadel Advisors | 25k | $792k | -33% | Mar 2024 |
|
| Truepoint | 24k | $780k | 26% | Mar 2024 |
|
| Modera Wealth Management | 23k | $733k | 0% | Mar 2024 |
|
| Northland Capital Management | 23k | $731k | 0% | Mar 2024 |
|
| Perigon Wealth Management | 22k | $710k | 0% | Mar 2024 |
|
| Seven Mile Advisory | 22k | $699k | 5% | Mar 2024 |
|
| Quarry Hill Advisors | 20k | $644k | 13% | Mar 2024 |
|
| Nwam | 19k | $625k | -1% | Mar 2024 |
|
| MB Generational Wealth | 19k | $609k | 1% | Mar 2024 |
|
| Buckingham Strategic Partners | 19k | $609k | -9% | Mar 2024 |
|
| BetterWealth | 19k | $601k | 4% | Mar 2024 |
|
| Waypoint Wealth Partners | 15k | $466k | 43% | Mar 2024 |
|
| Morling Financial Advisors | 14k | $465k | 13% | Mar 2024 |
|
| Addison Advisors | 13k | $428k | 105% | Mar 2024 |
|
| Trellis Wealth Advisors | 13k | $426k | 2% | Mar 2024 |
|
| DiNuzzo Private Wealth | 12k | $395k | 1% | Mar 2024 |
|
| Burns Wealth Management | 12k | $390k | 8% | Mar 2024 |
|
| Buckingham Asset Management | 12k | $386k | 6% | Mar 2024 |
|
| North Ridge Wealth Advisors | 12k | $373k | 2% | Mar 2024 |
|
| Goss Wealth Management | 11k | $358k | 100% | Mar 2024 |
|
| Rockbridge Investment Management, LCC | 11k | $354k | 30% | Mar 2024 |
|
| Syverson Strege & Co | 11k | $353k | 4% | Mar 2024 |
|
| Henrickson Nauta Wealth Advisors | 10k | $332k | 3% | Mar 2024 |
|
| Grand Wealth Management | 9.3k | $299k | 25% | Mar 2024 |
|
| Schwarz Dygos Wheeler Investment Advisors | 9.0k | $290k | 10% | Mar 2024 |
|
| EnRich Financial Partners | 9.0k | $289k | 100% | Mar 2024 |
|
| Jentner | 8.3k | $266k | 0% | Mar 2024 |
|
| Commonwealth Equity Services | 8.1k | $262k | -1% | Mar 2024 |
|
| Wealthstream Advisors | 8.0k | $259k | 5% | Mar 2024 |
|
| Advisory Services & Investments | 8.0k | $258k | 100% | Mar 2024 |
|
| AdvisorNet Financial | 8.0k | $256k | -51% | Mar 2024 |
|
| TCI Wealth Advisors | 7.7k | $248k | 100% | Mar 2024 |
|
| Creative Capital Management Investments | 7.4k | $238k | 61% | Mar 2024 |
|
| Apollon Wealth Management | 6.9k | $222k | 0% | Mar 2024 |
|
| LifePro Asset Management | 6.8k | $220k | 100% | Mar 2024 |
|
| Hill Investment Group Partners | 6.8k | $216k | 100% | Dec 2023 |
|
| Orion Capital Management | 3.6k | $116k | 2% | Mar 2024 |
|
| Red Tortoise | 2.2k | $70k | 0% | Mar 2024 |
|
| Cardiff Park Advisors | 1.2k | $38k | 1% | Dec 2023 |
|
| Criterion Capital Advisors | 996.00 | $32k | 361% | Mar 2024 |
|
| JFS Wealth Advisors | 995.00 | $32k | 0% | Mar 2024 |
|
| Tortoise Investment Management | 970.00 | $31k | 194% | Mar 2024 |
|
| Red Lighthouse Investment Management | 955.00 | $31k | 0% | Mar 2024 |
|
| Jpmorgan Chase & Co | 866.00 | $28k | 100% | Mar 2024 |
|
| C.M. Bidwell & Associates | 800.00 | $26k | 100% | Mar 2024 |
|
| Zrc Wealth Management | 445.00 | $14k | 134% | Mar 2024 |
|
| WealthCollab | 412.00 | $13k | 0% | Mar 2024 |
|
| Blume Capital Management | 300.00 | $9.7k | 0% | Mar 2024 |
|
| Farther Finance Advisors | 130.00 | $4.2k | 0% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 100.00 | $3.2k | 0% | Mar 2024 |
|
| Aptus Capital Advisors | 56.00 | $1.8k | 100% | Mar 2024 |
|
| UBS Group | 41.00 | $1.3k | -92% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 28.00 | $924.999600 | 0% | Mar 2024 |
|
| Signature Resources Capital Management | 23.00 | $727.000100 | 0% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 123k | $3.7M |
| Annapolis Financial Services | Dec 2023 | 1.3k | $42k |
| Elevate Wealth Advisory | Dec 2023 | 1.1k | $34k |
| Level Financial Advisors | Dec 2023 | 30.00 | $948.999000 |