Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFGR
- CUSIP Number: 25434v658
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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 |
|---|---|---|---|---|---|
| Forum Financial Management | 14M | $374M | 2% | Mar 2025 |
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| Savant Capital Management | 5.5M | $144M | 20% | Mar 2025 |
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| JMG Financial Group | 4.8M | $126M | 20% | Mar 2025 |
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| Colony | 3.2M | $85M | 5% | Mar 2025 |
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| Sontag Advisory | 2.4M | $64M | 2% | Mar 2025 |
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| Brighton Jones | 2.1M | $55M | 6% | Mar 2025 |
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| LifeGuide Financial Advisors | 2.1M | $55M | 100% | Mar 2025 |
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| DiNuzzo Private Wealth | 1.6M | $43M | 1% | Mar 2025 |
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| TCI Wealth Advisors | 1.6M | $43M | 21% | Mar 2025 |
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| CI Private Wealth | 1.3M | $34M | -28% | Mar 2025 |
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| Buckingham Strategic Partners | 1.2M | $31M | 10% | Mar 2025 |
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| Wescott Financial Advisory Group | 971k | $25M | 1% | Dec 2024 |
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| LPL Financial | 943k | $25M | 23% | Mar 2025 |
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| Summit Financial Strategies | 808k | $21M | 9% | Mar 2025 |
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| Verisail Partners | 771k | $20M | -4% | Mar 2025 |
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| Quantum Financial Advisors | 740k | $19M | -11% | Mar 2025 |
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| Resources Investment Advisors | 734k | $19M | 3% | Mar 2025 |
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| Index Fund Advisors | 715k | $19M | -1% | Mar 2025 |
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| WPWealth | 707k | $18M | 6% | Dec 2024 |
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| Rs Crum | 682k | $18M | -16% | Mar 2025 |
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| Great Waters Wealth Management | 657k | $17M | -4% | Mar 2025 |
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| Creative Capital Management Investments | 649k | $17M | 9% | Mar 2025 |
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| SRS Capital Advisors | 602k | $15M | 3% | Dec 2024 |
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| Rather & Kittrell | 550k | $14M | 21% | Dec 2024 |
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| Total Wealth Planning | 537k | $14M | 11% | Mar 2025 |
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| Integris Wealth Management | 532k | $14M | 3% | Mar 2025 |
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| Planning Center | 509k | $13M | 3% | Mar 2025 |
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| Private Wealth Management Group | 498k | $13M | 7% | Mar 2025 |
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| Syverson Strege & Co | 479k | $12M | 4% | Dec 2024 |
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| Jane Street | 479k | $13M | -57% | Mar 2025 |
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| Aspen Capital Management | 444k | $12M | 100% | Mar 2025 |
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| Jentner | 429k | $11M | 20% | Dec 2024 |
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| Level Financial Advisors | 412k | $11M | 10% | Mar 2025 |
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| Wealth Management Nebraska | 390k | $10M | 8% | Mar 2025 |
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| Bridge Generations Wealth Management | 384k | $10M | -2% | Mar 2025 |
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| Willow Creek Wealth Management | 378k | $9.6M | 100% | Dec 2024 |
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| Geometric Wealth Advisors | 345k | $9.1M | 5% | Mar 2025 |
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| Corrigan Financial | 341k | $8.9M | 25% | Mar 2025 |
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| Commonwealth Equity Services | 338k | $8.6M | 3% | Dec 2024 |
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| Sprinkle Financial Consultants | 337k | $8.8M | 0% | Mar 2025 |
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| Evanson Asset Management | 333k | $8.8M | 10% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 320k | $8.4M | 1% | Mar 2025 |
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| RFG Advisory | 284k | $7.5M | 61% | Mar 2025 |
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| Peirce Capital Management | 266k | $7.0M | -3% | Mar 2025 |
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| Master's Wealth Management | 257k | $6.8M | 4% | Mar 2025 |
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| American Investment Services | 245k | $6.4M | 3% | Mar 2025 |
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| Apella Capital | 245k | $6.1M | -15% | Mar 2025 |
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| North Ridge Wealth Advisors | 243k | $6.4M | 9% | Mar 2025 |
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| Parkshore Wealth Management | 229k | $6.0M | 100% | Mar 2025 |
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| REAP Financial Group | 226k | $5.9M | 10% | Mar 2025 |
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| Mercer Global Advisors | 223k | $5.9M | 91% | Mar 2025 |
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| Rappaport Reiches Capital Management | 221k | $5.8M | 8% | Mar 2025 |
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| Envestnet Asset Management | 213k | $5.6M | 9% | Mar 2025 |
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| Tilson Financial Group | 210k | $5.5M | 5% | Mar 2025 |
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| New Capital Management | 209k | $5.5M | -32% | Mar 2025 |
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| GeoWealth Management | 207k | $5.3M | 4212% | Dec 2024 |
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| Vestmark Advisory Solutions | 204k | $5.2M | 17% | Dec 2024 |
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| Armis Advisers | 204k | $5.3M | 10% | Mar 2025 |
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| SJS Investment Consulting | 201k | $5.3M | 5% | Mar 2025 |
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| Pathstone Holdings | 201k | $5.3M | -10% | Mar 2025 |
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| XY Planning Network | 199k | $5.2M | 3% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 199k | $5.2M | -1% | Mar 2025 |
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| EverSource Wealth Advisors | 196k | $5.2M | 238% | Mar 2025 |
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| Sterling Financial Planning | 187k | $4.9M | 8% | Mar 2025 |
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| Rockwood Wealth Management | 185k | $4.9M | 206% | Mar 2025 |
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| AdvisorNet Financial | 185k | $4.8M | 6% | Mar 2025 |
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| Lam Group | 181k | $4.7M | -17% | Mar 2025 |
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| Beacon Pointe Advisors | 177k | $4.5M | 4% | Dec 2024 |
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| McMill Wealth Management | 170k | $4.5M | 21% | Mar 2025 |
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| Shotwell Rutter Baer | 168k | $4.1M | 2% | Mar 2025 |
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| Vawter Financial | 166k | $4.3M | 11% | Mar 2025 |
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| Goss Wealth Management | 155k | $4.0M | 3% | Dec 2024 |
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| HFM Investment Advisors | 153k | $4.0M | 100% | Mar 2025 |
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| Hemington Wealth Management | 152k | $4.0M | 833% | Mar 2025 |
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| Mosaic Family Wealth Partners | 152k | $4.0M | -10% | Mar 2025 |
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| LRI Investments | 147k | $3.9M | -8% | Mar 2025 |
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| Forum Private Client Group | 143k | $3.8M | 28% | Mar 2025 |
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| von Borstel & Associates | 142k | $3.7M | 33% | Mar 2025 |
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| JDH Wealth Management | 138k | $3.6M | 100% | Mar 2025 |
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| Clarity Wealth Development | 137k | $3.6M | 4% | Mar 2025 |
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| Jpmorgan Chase & Co | 136k | $3.6M | -1% | Mar 2025 |
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| Waypoint Wealth Partners | 132k | $3.4M | -1% | Dec 2024 |
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| Awm Capital | 132k | $3.5M | 8% | Mar 2025 |
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| Colorado Capital Management | 129k | $3.4M | 37% | Mar 2025 |
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| Spire Wealth Management | 129k | $3.4M | 15% | Mar 2025 |
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| Cherry Tree Wealth Management | 127k | $3.3M | 2% | Mar 2025 |
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| Ruedi Wealth Management | 126k | $3.3M | -1% | Mar 2025 |
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| Integrity Alliance | 118k | $3.1M | 100% | Mar 2025 |
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| Cooper/haims Advisors | 115k | $2.9M | 16% | Dec 2024 |
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| Cypress Point Wealth Management | 113k | $3.0M | 20% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 110k | $2.9M | 10% | Mar 2025 |
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| Chicago Partners Investment | 102k | $2.7M | -2% | Mar 2025 |
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| Henrickson Nauta Wealth Advisors | 102k | $2.5M | 17% | Mar 2025 |
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| Yardley Wealth Management | 97k | $2.5M | -13% | Mar 2025 |
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| Farther Finance Advisors | 96k | $2.5M | 113% | Mar 2025 |
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| Advisor Group Holdings | 94k | $2.5M | 25% | Mar 2025 |
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| Sterling Wealth Management | 94k | $2.4M | 3% | Dec 2024 |
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| Balanced Rock Investment Advisors | 94k | $2.5M | 5% | Mar 2025 |
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| Krilogy Financial | 91k | $2.4M | 4% | Mar 2025 |
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| Wealth Architects | 83k | $4.9M | -56% | Mar 2025 |
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| Betterment | 82k | $2.1M | 17% | Dec 2024 |
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| Northwest Wealth Management | 82k | $2.1M | 10% | Mar 2025 |
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| Captrust Financial Advisors | 79k | $2.1M | -23% | Mar 2025 |
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| Aegis Wealth Management | 78k | $2.1M | 30% | Mar 2025 |
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| Trust Co of the South | 75k | $2.0M | 56% | Mar 2025 |
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| Old Mission Capital | 74k | $1.9M | 100% | Dec 2024 |
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| Sage Rhino Capital | 73k | $1.9M | 1% | Mar 2025 |
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| Avant Financial Advisors | 72k | $1.9M | 8% | Mar 2025 |
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| D.A. Davidson & Co. | 72k | $1.9M | 3% | Mar 2025 |
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| Wealthcare Advisory Partners | 67k | $1.8M | 303% | Mar 2025 |
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| Claris Advisors, Llc / Mo / | 64k | $1.7M | 50% | Mar 2025 |
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| Mml Investors Services | 63k | $1.6M | 10% | Dec 2024 |
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| Silvia Mccoll Wealth Management | 63k | $1.7M | 1% | Mar 2025 |
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| Meritas Wealth Management | 61k | $1.6M | -9% | Mar 2025 |
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| Hill Investment Group Partners | 60k | $1.6M | 0% | Mar 2025 |
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| Timonier Family Office | 58k | $1.5M | -5% | Mar 2025 |
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| Poinciana Advisors Group | 55k | $1.4M | 9% | Mar 2025 |
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| SageOak Financial | 54k | $1.4M | 100% | Mar 2025 |
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| SC&H Financial Advisors | 54k | $1.4M | 8% | Mar 2025 |
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| Vestia Personal Wealth Advisors | 53k | $1.4M | 18% | Mar 2025 |
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| Creative Planning | 52k | $1.4M | 6% | Mar 2025 |
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| McNamara Financial Services | 51k | $1.3M | 20% | Mar 2025 |
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| Market Street Wealth Management Advisors | 50k | $1.3M | 2% | Mar 2025 |
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| Morris Financial Concepts | 50k | $1.3M | 4% | Mar 2025 |
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| Wealth Advisors Northwest | 49k | $1.3M | 214% | Mar 2025 |
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| Kfg Wealth Management | 47k | $1.2M | 4% | Mar 2025 |
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| Physician Wealth Solutions | 47k | $1.2M | 96% | Mar 2025 |
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| W.H. Cornerstone Investments | 46k | $1.2M | 4% | Mar 2025 |
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| Abel Hall | 46k | $1.2M | 11% | Mar 2025 |
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| Ridgeline Wealth | 45k | $1.2M | 7% | Mar 2025 |
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| Keb Asset Management | 45k | $1.2M | 56% | Mar 2025 |
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| Geneos Wealth Management | 43k | $1.1M | 5% | Mar 2025 |
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| Mattern Wealth Management | 41k | $1.1M | 15% | Mar 2025 |
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| Stifel Financial | 38k | $981k | -3% | Dec 2024 |
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| Vantage Point Financial | 37k | $981k | 12% | Mar 2025 |
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| Raymond James Financial | 37k | $970k | 100% | Mar 2025 |
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| Modera Wealth Management | 37k | $968k | 1% | Mar 2025 |
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| Visionary Horizons | 37k | $968k | 3% | Mar 2025 |
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| Foundation Wealth Management | 37k | $967k | 100% | Mar 2025 |
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| Ronald Blue Trust | 35k | $924k | 8% | Mar 2025 |
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| Keyvantage Wealth | 35k | $911k | 100% | Mar 2025 |
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| Quarry Hill Advisors | 35k | $907k | -1% | Mar 2025 |
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| Townsquare Capital | 33k | $877k | -1% | Mar 2025 |
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| Client 1st Advisory Group | 33k | $870k | -20% | Mar 2025 |
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| Heritage Investment Group | 32k | $837k | 0% | Mar 2025 |
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| Integrated Wealth Concepts | 30k | $775k | 47% | Dec 2024 |
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| Greenspring Advisors | 30k | $786k | 0% | Mar 2025 |
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| Abacus Wealth Partners | 30k | $784k | -18% | Mar 2025 |
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| KM Capital Management | 30k | $781k | -37% | Mar 2025 |
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| SOL Capital Management | 30k | $779k | 0% | Mar 2025 |
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| BWM Planning | 27k | $711k | -16% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Elser Financial Planning | Dec 2024 | 422k | $11M |
| Susquehanna International | Sep 2024 | 112k | $3.2M |
| Fischer Investment Strategies | Dec 2024 | 107k | $2.7M |
| Essential Planning | Dec 2024 | 85k | $2.3M |
| Retirement Guys Formula | Dec 2024 | 63k | $1.6M |
| True North Advisors | Dec 2024 | 36k | $912k |