Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFSV
- CUSIP Number: 25434v815
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 |
|---|---|---|---|---|---|
| Alaska Permanent Fund Corp | 8.2M | $247M | 4% | Mar 2024 |
|
| JMG Financial Group | 4.7M | $140M | 7% | Mar 2024 |
|
| Savant Capital Management | 2.8M | $85M | 25% | Mar 2024 |
|
| EP Wealth Advisors | 2.6M | $75M | 6% | Dec 2023 |
|
| CI Private Wealth | 2.2M | $67M | 15% | Mar 2024 |
|
| Modera Wealth Management | 2.2M | $65M | 14% | Mar 2024 |
|
| Comprehensive Portfolio Management | 1.9M | $58M | 3% | Mar 2024 |
|
| Index Fund Advisors | 1.4M | $43M | 43% | Mar 2024 |
|
| DiNuzzo Private Wealth | 1.2M | $37M | 0% | Mar 2024 |
|
| Buckingham Asset Management | 1.2M | $37M | 89% | Mar 2024 |
|
| Cable Hill Partners | 1.1M | $31M | 0% | Mar 2024 |
|
| Pathstone Holdings | 1.0M | $30M | -2% | Mar 2024 |
|
| Bank of America Corporation | 910k | $27M | 162% | Mar 2024 |
|
| LPL Financial | 860k | $26M | 40% | Mar 2024 |
|
| Stordahl Capital Management | 822k | $25M | 3% | Mar 2024 |
|
| Commonwealth Equity Services | 798k | $24M | 8% | Mar 2024 |
|
| Jackson Thornton Asset Management | 785k | $24M | 2% | Mar 2024 |
|
| Vestmark Advisory Solutions | 741k | $22M | 18% | Mar 2024 |
|
| Alpha Financial Advisors | 729k | $22M | 3% | Mar 2024 |
|
| Burns Wealth Management | 724k | $22M | 84% | Mar 2024 |
|
| Mosaic Family Wealth Partners | 697k | $20M | -5% | Dec 2023 |
|
| Truepoint | 691k | $21M | -5% | Mar 2024 |
|
| Seaside Wealth Management | 667k | $20M | 2% | Mar 2024 |
|
| Retirement Solution | 635k | $19M | 0% | Mar 2024 |
|
| Evanson Asset Management | 632k | $19M | 13% | Mar 2024 |
|
| Goss Wealth Management | 625k | $19M | 156% | Mar 2024 |
|
| Envestnet Asset Management | 609k | $18M | 340% | Mar 2024 |
|
| Private Wealth Management Group | 603k | $18M | 14% | Mar 2024 |
|
| BetterWealth | 597k | $18M | 1% | Mar 2024 |
|
| Equita Financial Network | 584k | $18M | 111% | Mar 2024 |
|
| Root Financial Partners | 580k | $18M | 27% | Mar 2024 |
|
| Bridgeworth | 569k | $17M | 13% | Dec 2023 |
|
| Integris Wealth Management | 565k | $17M | 6% | Mar 2024 |
|
| Jentner | 558k | $17M | 12% | Mar 2024 |
|
| Hassell Wealth Management | 555k | $16M | 2% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 552k | $17M | 15% | Mar 2024 |
|
| Bank Of Montreal | 541k | $16M | 13% | Mar 2024 |
|
| Safeguard Investment Advisory Group | 519k | $15M | 10% | Dec 2023 |
|
| Geneos Wealth Management | 501k | $15M | 0% | Mar 2024 |
|
| Leading Edge Financial Planning | 493k | $15M | 41% | Mar 2024 |
|
| Chicago Partners Investment | 492k | $14M | 0% | Mar 2024 |
|
| Arista Wealth Management | 487k | $15M | -54% | Mar 2024 |
|
| Zhang Financial | 486k | $15M | 29% | Mar 2024 |
|
| Buckingham Strategic Partners | 482k | $15M | 177% | Mar 2024 |
|
| Waterway Wealth Management | 471k | $14M | 0% | Mar 2024 |
|
| HPM Partners | 460k | $14M | 17% | Mar 2024 |
|
| Vance Wealth | 439k | $13M | 0% | Mar 2024 |
|
| Creative Planning | 425k | $13M | 14% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 398k | $12M | 10% | Mar 2024 |
|
| Grunden Financial Advisory | 382k | $12M | 2% | Mar 2024 |
|
| HighTower Advisors | 375k | $11M | -2% | Mar 2024 |
|
| Advisor Group Holdings | 365k | $11M | 13% | Mar 2024 |
|
| Well Done | 363k | $11M | 1768% | Mar 2024 |
|
| Oceanside Advisors | 342k | $10M | 3% | Mar 2024 |
|
| Krilogy Financial | 338k | $10M | 2% | Mar 2024 |
|
| Rather & Kittrell | 326k | $9.8M | 19% | Mar 2024 |
|
| H D Vest Advisory Services | 321k | $9.7M | 268% | Mar 2024 |
|
| Eqis Capital Management | 313k | $9.4M | 100% | Mar 2024 |
|
| Total Wealth Planning | 302k | $9.1M | 8% | Mar 2024 |
|
| Northern Trust | 297k | $8.9M | 100% | Mar 2024 |
|
| Gail Mannix | 295k | $8.9M | -2% | Mar 2024 |
|
| Pinnacle Wealth Management Advisory | 295k | $8.9M | -2% | Mar 2024 |
|
| Hill Investment Group Partners | 288k | $8.4M | 7% | Dec 2023 |
|
| Balyasny Asset Management | 268k | $8.1M | 245% | Mar 2024 |
|
| Financial Architects | 268k | $8.1M | 10% | Mar 2024 |
|
| Jpmorgan Chase & Co | 266k | $8.0M | 14% | Mar 2024 |
|
| Wealth Dimensions Group | 251k | $7.6M | 14% | Mar 2024 |
|
| Abel Hall | 249k | $7.5M | 6% | Mar 2024 |
|
| Perigon Wealth Management | 246k | $7.4M | 3268% | Mar 2024 |
|
| Diversified Portfolios | 246k | $7.4M | 16% | Mar 2024 |
|
| Ballentine Capital Advisors | 243k | $7.3M | 4% | Mar 2024 |
|
| Mariner Wealth Advisors | 242k | $7.3M | 13% | Mar 2024 |
|
| RCS Financial Planning | 242k | $7.3M | 3% | Mar 2024 |
|
| AdvisorNet Financial | 241k | $7.3M | 3113% | Mar 2024 |
|
| Physician Wealth Solutions | 234k | $7.1M | 32% | Mar 2024 |
|
| Cahill Wealth Management | 228k | $6.9M | 4% | Mar 2024 |
|
| Peapack Gladstone Financial Corp | 228k | $6.9M | 86% | Mar 2024 |
|
| McIlrath & Eck | 228k | $6.9M | 57% | Mar 2024 |
|
| Advisory Services & Investments | 210k | $6.3M | 8% | Mar 2024 |
|
| Tobias Financial Advisors | 208k | $6.3M | 37% | Mar 2024 |
|
| Yeomans Consulting Group | 204k | $6.1M | -5% | Mar 2024 |
|
| Relative Value Partners | 197k | $5.5M | 0% | Mar 2024 |
|
| Aveo Capital Partners | 195k | $5.7M | 0% | Mar 2024 |
|
| Krasney Financial | 194k | $5.8M | 0% | Mar 2024 |
|
| Royal Bank of Canada | 191k | $5.7M | 107% | Mar 2024 |
|
| BOS Asset Management | 187k | $5.6M | 100% | Mar 2024 |
|
| Beacon Pointe Advisors | 184k | $5.4M | 1% | Dec 2023 |
|
| Phillips Financial Management | 172k | $5.2M | 2% | Mar 2024 |
|
| Sterling Financial Planning | 154k | $4.6M | 8% | Mar 2024 |
|
| Advisory Alpha | 145k | $4.4M | 4% | Mar 2024 |
|
| Jane Street | 144k | $4.3M | -12% | Mar 2024 |
|
| PBMares Wealth Management | 133k | $4.0M | 36% | Mar 2024 |
|
| Annapolis Financial Services | 129k | $3.9M | -3% | Mar 2024 |
|
| Stifel Financial | 122k | $3.7M | 14% | Mar 2024 |
|
| American Investment Services | 120k | $3.6M | 10% | Mar 2024 |
|
| True Wealth Design | 120k | $3.6M | -2% | Mar 2024 |
|
| Resources Investment Advisors | 118k | $3.5M | 114% | Mar 2024 |
|
| Wealthsource Partners | 113k | $3.3M | 9% | Dec 2023 |
|
| Keb Asset Management | 112k | $3.4M | 0% | Mar 2024 |
|
| Trust Co of the South | 107k | $3.2M | 32% | Mar 2024 |
|
| Schoolcraft Capital | 105k | $3.2M | 10% | Mar 2024 |
|
| Corrigan Financial | 101k | $3.0M | 75% | Mar 2024 |
|
| Cravens & Co Advisors | 101k | $2.9M | -1% | Dec 2023 |
|
| Lincoln National | 100k | $3.0M | 5% | Mar 2024 |
|
| Soundmark Wealth Management | 93k | $2.8M | 22% | Mar 2024 |
|
| Lam Group | 93k | $2.8M | 1% | Mar 2024 |
|
| Mercer Global Advisors | 92k | $92k | 1173% | Mar 2024 |
|
| Discipline Wealth Solutions | 90k | $2.7M | 11% | Mar 2024 |
|
| Integrated Wealth Concepts | 89k | $2.7M | 100% | Mar 2024 |
|
| Aviance Capital Partners | 87k | $2.6M | 2% | Mar 2024 |
|
| Kestra Advisory Services | 84k | $2.4M | 53% | Dec 2023 |
|
| Vannoy Advisory Group | 83k | $2.5M | 100% | Mar 2024 |
|
| SC&H Financial Advisors | 81k | $2.4M | 1% | Mar 2024 |
|
| SNS Financial | 78k | $2.4M | 3% | Mar 2024 |
|
| Nalls Sherbakoff Group | 75k | $2.2M | 3% | Dec 2023 |
|
| Evensky & Katz | 74k | $2.2M | 0% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 73k | $2.2M | 30% | Mar 2024 |
|
| Financial Symmetry | 70k | $2.1M | 5% | Mar 2024 |
|
| Melfa Wealth Management | 70k | $2.1M | 9% | Mar 2024 |
|
| W.H. Cornerstone Investments | 68k | $2.1M | 75% | Mar 2024 |
|
| LJI Wealth Management | 67k | $2.0M | -18% | Mar 2024 |
|
| Quantum Financial Advisors | 65k | $2.0M | 100% | Mar 2024 |
|
| Gradient Capital Advisors | 62k | $1.9M | 13% | Mar 2024 |
|
| Legacy Financial Group | 61k | $1.8M | 62% | Mar 2024 |
|
| Lantz Financial | 61k | $1.8M | 100% | Dec 2023 |
|
| Moisand Fitzgerald Tamayo | 60k | $1.8M | -1% | Mar 2024 |
|
| Branch Banking & Trust Company | 59k | $1.8M | 2% | Mar 2024 |
|
| Dopkins Wealth Management | 58k | $1.8M | 10% | Mar 2024 |
|
| Firethorn Wealth Partners | 58k | $1.8M | 53% | Mar 2024 |
|
| SageView Advisory Group | 57k | $1.7M | -1% | Mar 2024 |
|
| Farther Finance Advisors | 57k | $1.7M | 1% | Mar 2024 |
|
| Ronald Blue Trust | 55k | $1.7M | 34% | Mar 2024 |
|
| Fermata Advisors | 55k | $1.7M | 21% | Mar 2024 |
|
| Pettinga Financial Advisors | 54k | $1.6M | 10% | Mar 2024 |
|
| Ancora Advisors | 54k | $1.6M | 95% | Mar 2024 |
|
| Roberts Glore & Co | 51k | $1.5M | 17% | Mar 2024 |
|
| Betterment | 51k | $1.5M | 13% | Mar 2024 |
|
| Hanson McClain Advisors | 50k | $1.5M | -21% | Mar 2024 |
|
| Collective Family Office | 50k | $1.5M | 2% | Mar 2024 |
|
| Rehmann Capital Advisory | 50k | $1.5M | 45% | Mar 2024 |
|
| Monograph Wealth Advisors | 47k | $1.4M | 7% | Dec 2023 |
|
| Liberty Capital Management | 46k | $1.4M | 0% | Mar 2024 |
|
| Citadel Advisors | 45k | $1.4M | 100% | Mar 2024 |
|
| Eudaimonia Partners | 44k | $1.3M | 4% | Mar 2024 |
|
| Tortoise Investment Management | 44k | $1.3M | 2% | Mar 2024 |
|
| Hemington Wealth Management | 44k | $1.3M | 100% | Mar 2024 |
|
| D. E. Shaw & Co | 43k | $1.3M | 100% | Mar 2024 |
|
| Global Trust Asset Management | 42k | $1.3M | 3% | Mar 2024 |
|
| Schubert & Co | 41k | $1.2M | 6% | Mar 2024 |
|
| Wealthcare Advisory Partners | 40k | $1.2M | 6% | Mar 2024 |
|
| Two Sigma Investments | 18k | $527k | -73% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 641k | $18M |
| Cardiff Park Advisors | Sep 2023 | 303k | $7.7M |