Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFUS
- CUSIP Number: 25434v401
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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 |
|---|---|---|---|---|---|
| Buckingham Asset Management | 7.7M | $436M | 27% | Mar 2024 |
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| Index Fund Advisors | 6.0M | $342M | 0% | Mar 2024 |
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| Plan | 5.3M | $272M | -4% | Dec 2023 |
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| Envestnet Asset Management | 4.2M | $240M | -3% | Mar 2024 |
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| Mercer Global Advisors | 3.8M | $216M | 3% | Mar 2024 |
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| Sax Wealth Advisors | 2.7M | $157M | 249% | Mar 2024 |
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| Ml & R Wealth Management | 2.3M | $121M | 1% | Dec 2023 |
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| TCI Wealth Advisors | 2.3M | $130M | 0% | Mar 2024 |
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| Great Waters Wealth Management | 1.8M | $102M | 7% | Mar 2024 |
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| Creative Planning | 1.7M | $98M | -1% | Mar 2024 |
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| Intelligence Driven Advisers | 1.7M | $97M | -3% | Mar 2024 |
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| Zhang Financial | 1.6M | $94M | 18% | Mar 2024 |
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| CI Private Wealth | 1.6M | $93M | -2% | Mar 2024 |
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| G2 Capital Management, Llc / Oh | 1.6M | $93M | 1% | Mar 2024 |
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| Sequoia Financial Advisors | 1.6M | $92M | 0% | Mar 2024 |
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| JFS Wealth Advisors | 1.4M | $82M | 1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.4M | $81M | -1% | Mar 2024 |
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| Forum Financial Management | 1.4M | $77M | -2% | Mar 2024 |
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| DiNuzzo Private Wealth | 1.3M | $75M | 0% | Mar 2024 |
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| Flagstone Financial Management | 1.3M | $72M | 1% | Mar 2024 |
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| Assetmark | 1.2M | $71M | -2% | Mar 2024 |
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| Modera Wealth Management | 1.2M | $68M | -1% | Mar 2024 |
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| Buckingham Strategic Partners | 1.2M | $67M | 126% | Mar 2024 |
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| Commonwealth Equity Services | 1.2M | $66M | 11% | Mar 2024 |
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| Foster Group | 1.1M | $65M | -4% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.1M | $61M | 0% | Mar 2024 |
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| Savant Capital Management | 1.0M | $60M | -31% | Mar 2024 |
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| Root Financial Partners | 1.0M | $60M | 21% | Mar 2024 |
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| Austin Asset Management | 1.0M | $59M | -1% | Mar 2024 |
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| Mariner Wealth Advisors | 1.0M | $58M | 5% | Mar 2024 |
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| Rsm Us Wealth Management | 1.0M | $58M | -2% | Mar 2024 |
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| LPL Financial | 1.0M | $57M | -11% | Mar 2024 |
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| Evanson Asset Management | 958k | $55M | -1% | Mar 2024 |
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| Colony Family Offices | 952k | $54M | 1% | Mar 2024 |
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| Royal Bank of Canada | 868k | $49M | 10% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 826k | $47M | 1% | Mar 2024 |
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| Branch Banking & Trust Company | 825k | $47M | 2% | Mar 2024 |
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| Chicago Partners Investment | 819k | $45M | 37% | Mar 2024 |
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| Monticello Wealth Management | 782k | $45M | -1% | Mar 2024 |
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| McLean Asset Management Corp | 684k | $39M | -1% | Mar 2024 |
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| Jpmorgan Chase & Co | 669k | $38M | 9% | Mar 2024 |
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| Rs Crum | 654k | $37M | 44% | Mar 2024 |
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| American Investment Services | 653k | $37M | 0% | Mar 2024 |
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| Apella Capital | 643k | $36M | -4% | Mar 2024 |
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| Wealthstream Advisors | 624k | $36M | -5% | Mar 2024 |
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| Private Capital Management | 578k | $30M | 16% | Dec 2023 |
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| KM Capital Management | 570k | $33M | 13% | Mar 2024 |
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| Bank of America Corporation | 560k | $32M | 5% | Mar 2024 |
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| Mason & Associates | 559k | $32M | -42% | Mar 2024 |
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| Kestra Advisory Services | 527k | $27M | 2% | Dec 2023 |
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| Heritage Investment Group | 514k | $29M | 0% | Mar 2024 |
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| Ark & Tlk Investments | 511k | $29M | -3% | Mar 2024 |
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| Retirement Solution | 501k | $29M | -1% | Mar 2024 |
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| HighTower Advisors | 496k | $28M | 20% | Mar 2024 |
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| Disciplined Equity Management | 487k | $28M | 1% | Mar 2024 |
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| Dixon Fnancial Services | 479k | $27M | -1% | Mar 2024 |
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| Hurlow Wealth Management Group | 463k | $26M | 1% | Mar 2024 |
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| Asset Dedication | 452k | $26M | 15% | Mar 2024 |
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| Dynamic Advisors Solutions | 433k | $25M | 7% | Mar 2024 |
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| TCP Asset Management | 404k | $23M | 23% | Mar 2024 |
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| Pine Harbor Wealth Management | 388k | $22M | 42% | Mar 2024 |
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| FMFE Wealth Management | 373k | $21M | -1% | Mar 2024 |
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| Jackson Thornton Asset Management | 369k | $21M | 1% | Mar 2024 |
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| Beacon Pointe Advisors | 339k | $18M | 10% | Dec 2023 |
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| Cardiff Park Advisors | 338k | $18M | 0% | Dec 2023 |
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| Sowell Financial Services | 321k | $18M | 2% | Mar 2024 |
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| Warwick Investment Management | 321k | $17M | 1% | Dec 2023 |
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| Symmetry Partner | 317k | $17M | -1% | Dec 2023 |
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| Security Financial Services | 313k | $18M | -1% | Mar 2024 |
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| Private Advisor | 298k | $17M | -5% | Mar 2024 |
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| Crown Wealth Group | 291k | $17M | 4% | Mar 2024 |
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| Vista Wealth Management Group | 281k | $16M | 0% | Mar 2024 |
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| Larson Financial Group | 272k | $16M | -5% | Mar 2024 |
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| Quadcap Wealth Management | 264k | $15M | 53% | Mar 2024 |
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| Ruedi Wealth Management | 261k | $15M | -2% | Mar 2024 |
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| CarsonAllaria Wealth Management | 256k | $15M | 0% | Mar 2024 |
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| SC&H Financial Advisors | 255k | $15M | 8% | Mar 2024 |
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| Keb Asset Management | 254k | $15M | -1% | Mar 2024 |
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| Spire Wealth Management | 250k | $14M | 1% | Mar 2024 |
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| Summit X | 248k | $14M | 100% | Mar 2024 |
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| PBMares Wealth Management | 236k | $13M | 0% | Mar 2024 |
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| Meritas Wealth Management | 233k | $13M | 3% | Mar 2024 |
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| Cambridge Investment Research Advisors | 230k | $13M | 104% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 226k | $13M | -2% | Mar 2024 |
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| Stratos Wealth Partners | 219k | $13M | 5% | Mar 2024 |
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| OLIO Financial Planning | 202k | $11M | -2% | Mar 2024 |
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| Awm Capital | 200k | $11M | -3% | Mar 2024 |
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| GEM Asset Management | 196k | $11M | 0% | Mar 2024 |
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| Private Wealth Management Group | 187k | $11M | -2% | Mar 2024 |
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| Alpha Financial Advisors | 186k | $11M | 0% | Mar 2024 |
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| Advisor Group Holdings | 185k | $11M | -36% | Mar 2024 |
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| Mendota Financial Group | 183k | $10M | 276% | Mar 2024 |
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| Captrust Financial Advisors | 177k | $10M | -14% | Mar 2024 |
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| Tillman Hartley | 176k | $10M | -1% | Mar 2024 |
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| Envision Financial Planning | 169k | $9.6M | -1% | Mar 2024 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 166k | $9.5M | -42% | Mar 2024 |
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| Sutton Place Investors | 166k | $9.4M | 48% | Mar 2024 |
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| Treynor Bancshares | 166k | $9.4M | -5% | Mar 2024 |
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| Cedar Point Capital Partners | 165k | $8.6M | 100% | Dec 2023 |
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| Walden Wealth Partners | 164k | $8.5M | 100% | Dec 2023 |
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| Hill Investment Group Partners | 157k | $8.1M | -2% | Dec 2023 |
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| Physician Wealth Solutions | 155k | $8.8M | 0% | Mar 2024 |
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| Capital Performance Advisors | 155k | $8.8M | -1% | Mar 2024 |
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| Rehmann Capital Advisory | 155k | $8.8M | -3% | Mar 2024 |
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| UBS Group | 152k | $8.7M | 3% | Mar 2024 |
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| Concord Wealth Partners | 151k | $8.6M | 7% | Mar 2024 |
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| Rf&l Wealth Management | 147k | $8.4M | 0% | Mar 2024 |
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| Morgan Stanley | 139k | $7.9M | 39% | Mar 2024 |
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| Legacy Financial Group | 139k | $7.9M | 24% | Mar 2024 |
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| PFG Advisors | 133k | $7.6M | 5% | Mar 2024 |
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| Stifel Financial | 128k | $7.3M | 4% | Mar 2024 |
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| ProVise Management Group | 124k | $7.1M | 0% | Mar 2024 |
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| Stonebrook Private | 124k | $7.1M | 20% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 121k | $6.9M | -3% | Mar 2024 |
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| HB Wealth Management | 121k | $6.9M | 0% | Mar 2024 |
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| Fund Evaluation Group | 120k | $6.9M | 3% | Mar 2024 |
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| Consolidated Planning Corp | 120k | $6.8M | -24% | Mar 2024 |
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| Mission Wealth Management | 118k | $6.7M | 0% | Mar 2024 |
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| Hemington Wealth Management | 117k | $6.7M | 0% | Mar 2024 |
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| Financial Engines Advisors L.L.C | 115k | $6.6M | 116% | Mar 2024 |
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| Eqis Capital Management | 115k | $6.6M | 100% | Mar 2024 |
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| Kraft Asset Management | 114k | $5.9M | 12% | Dec 2023 |
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| Bayshore Asset Management | 113k | $6.5M | 4% | Mar 2024 |
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| Altiora Financial Group | 112k | $6.4M | 877% | Mar 2024 |
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| Quantum Financial Advisors | 109k | $6.2M | -1% | Mar 2024 |
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| SNS Financial | 108k | $6.1M | -3% | Mar 2024 |
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| HPM Partners | 106k | $6.0M | 1% | Mar 2024 |
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| Certified Advisory Corp | 102k | $5.8M | -7% | Mar 2024 |
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| Main Street Financial Solutions | 98k | $5.6M | 112% | Mar 2024 |
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| Independent Advisor Alliance | 97k | $5.5M | 6% | Mar 2024 |
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| Pathstone Holdings | 93k | $5.3M | 0% | Mar 2024 |
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| EnRich Financial Partners | 93k | $5.3M | 100% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 93k | $5.3M | 0% | Mar 2024 |
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| Dopkins Wealth Management | 92k | $5.2M | -1% | Mar 2024 |
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| United Capital Financial Advisers | 91k | $5.2M | 0% | Mar 2024 |
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| Sandy Spring Bank | 91k | $5.2M | 153% | Mar 2024 |
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| EverSource Wealth Advisors | 91k | $4.7M | 0% | Mar 2024 |
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| Gemmer Asset Management | 88k | $5.0M | -2% | Mar 2024 |
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| Robertson Stephens Wealth Management | 83k | $4.7M | 0% | Mar 2024 |
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| IFG Advisory | 79k | $4.5M | 4% | Mar 2024 |
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| Raymond James & Associates | 77k | $4.4M | 35% | Mar 2024 |
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| Sand Hill Advisors | 75k | $4.3M | 0% | Mar 2024 |
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| Investment Advisory Group | 72k | $4.1M | 31% | Mar 2024 |
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| Advisory Services Network | 70k | $4.0M | -1% | Mar 2024 |
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| LVZ Advisors | 70k | $4.0M | -4% | Mar 2024 |
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| CPA Asset Management | 70k | $4.0M | 1302% | Mar 2024 |
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| Burns Wealth Management | 66k | $3.7M | 111% | Mar 2024 |
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| Bridgewater Advisors | 66k | $3.7M | 0% | Mar 2024 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 65k | $3.7M | 5% | Mar 2024 |
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| Hardy Reed | 64k | $3.6M | 0% | Mar 2024 |
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| Portfolio Strategies | 64k | $3.6M | 100% | Mar 2024 |
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| Colony | 64k | $3.6M | 0% | Mar 2024 |
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| Apollon Wealth Management | 63k | $3.6M | -27% | Mar 2024 |
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| Rain Capital Management | 53k | $3.0M | -18% | Mar 2024 |
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| American Capital Advisory | 50k | $2.2M | -37% | Mar 2024 |
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| Avestar Capital | 48k | $2.7M | -80% | Mar 2024 |
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| AE Wealth Management | 26k | $2.1M | -95% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mutual Advisors | Dec 2023 | 165k | $8.5M |
| Jane Street | Dec 2023 | 110k | $5.7M |