Who owns DIMENSIONAL ETF TRUST?
- Ticker: DGCB
- CUSIP Number: 25434v567
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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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions | 1.2M | $65M | 6% | Dec 2024 |
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| Bank of America Corporation | 814k | $43M | 13% | Dec 2024 |
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| Goss Wealth Management | 725k | $38M | -6% | Dec 2024 |
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| Envestnet Asset Management | 512k | $27M | 25% | Mar 2025 |
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| Integrity Alliance | 475k | $25M | 100% | Mar 2025 |
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| DiNuzzo Private Wealth | 329k | $18M | 0% | Mar 2025 |
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| Commonwealth Equity Services | 287k | $15M | 7% | Dec 2024 |
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| RFG Advisory | 257k | $14M | 3780% | Mar 2025 |
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| Dravo Bay | 192k | $10M | -4% | Mar 2025 |
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| Mattern Wealth Management | 189k | $10M | 8% | Mar 2025 |
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| Resources Investment Advisors | 159k | $8.4M | 9% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 141k | $7.5M | 6% | Mar 2025 |
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| Tru Independence Asset Management 2 | 137k | $7.3M | 45% | Mar 2025 |
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| Wealth Advisors Northwest | 111k | $5.9M | 97% | Mar 2025 |
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| SageOak Financial | 103k | $5.5M | 100% | Mar 2025 |
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| Betterment | 93k | $4.9M | 52% | Dec 2024 |
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| Vantage Point Financial | 82k | $4.3M | 11% | Mar 2025 |
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| Master's Wealth Management | 77k | $4.1M | 1% | Mar 2025 |
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| Kestra Advisory Services | 73k | $3.8M | 76% | Dec 2024 |
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| Orion Portfolio Solutions | 64k | $3.4M | 18% | Dec 2024 |
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| Branch Banking & Trust Company | 62k | $3.3M | 23% | Mar 2025 |
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| Simplicity Wealth | 52k | $2.8M | 100% | Mar 2025 |
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| Virtu Financial | 41k | $2.2M | 100% | Mar 2025 |
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| Meredith Wealth Planning | 35k | $1.8M | 7% | Mar 2025 |
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| EverSource Wealth Advisors | 30k | $1.6M | 19% | Mar 2025 |
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| Park Avenue Securities | 27k | $1.4M | 47% | Mar 2025 |
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| Austin Private Wealth | 26k | $1.4M | 100% | Mar 2025 |
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| Citigroup | 26k | $1.4M | 5% | Mar 2025 |
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| Sowell Financial Services | 25k | $1.3M | 3% | Mar 2025 |
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| Farther Finance Advisors | 23k | $1.2M | 52% | Mar 2025 |
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| Two West Capital Advisors | 23k | $1.2M | 90% | Mar 2025 |
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| Smartleaf Asset Management | 22k | $1.2M | 7% | Mar 2025 |
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| Kestra Investment Management | 19k | $1.0M | 180% | Mar 2025 |
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| Great Valley Advisor Group | 18k | $965k | 100% | Mar 2025 |
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| Copperleaf Capital | 18k | $941k | 4% | Dec 2024 |
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| Jane Street | 18k | $946k | -44% | Mar 2025 |
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| Balance Wealth | 15k | $778k | 100% | Mar 2025 |
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| Firethorn Wealth Partners | 15k | $769k | 0% | Mar 2025 |
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| Strategic Investment Solutions | 14k | $721k | -58% | Mar 2025 |
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| RCS Financial Planning | 13k | $667k | -24% | Mar 2025 |
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| Change Path | 13k | $658k | 5% | Dec 2024 |
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| GeoWealth Management | 12k | $610k | 20% | Dec 2024 |
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| Aspire Private Capital | 12k | $615k | -9% | Mar 2025 |
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| Millstone Evans Group | 12k | $612k | 100% | Mar 2025 |
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| Tcfg Wealth Management | 12k | $611k | -78% | Mar 2025 |
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| Citadel Advisors | 11k | $606k | 100% | Mar 2025 |
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| Savvy Advisors | 9.4k | $502k | 42% | Mar 2025 |
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| Cambridge Investment Research Advisors | 9.0k | $480k | 5% | Mar 2025 |
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| Silver Oak Securities | 7.6k | $405k | 6% | Mar 2025 |
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| Old Mission Capital | 7.3k | $386k | -77% | Dec 2024 |
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| Clarity Capital Advisors | 6.4k | $342k | 100% | Mar 2025 |
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| Jpmorgan Chase & Co | 6.4k | $342k | -2% | Mar 2025 |
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| Abel Hall | 6.4k | $342k | -2% | Mar 2025 |
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| IFP Advisors | 6.2k | $328k | 6% | Mar 2025 |
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| LPL Financial | 6.1k | $326k | 100% | Mar 2025 |
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| Geneos Wealth Management | 5.5k | $293k | 19% | Mar 2025 |
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| Merit Financial Group | 4.2k | $224k | 100% | Mar 2025 |
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| Pathstone Holdings | 3.9k | $210k | 100% | Mar 2025 |
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| Ashton Thomas Private Wealth | 3.8k | $202k | 100% | Mar 2025 |
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| Advisor Group Holdings | 3.7k | $198k | -22% | Mar 2025 |
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| Brian McDonald | 1.5k | $81k | -3% | Mar 2025 |
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| Concord Wealth Partners | 1.3k | $70k | 606% | Mar 2025 |
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| Elevate Wealth Advisory | 946.00 | $50k | 0% | Mar 2025 |
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| CWM | 775.00 | $41k | 1% | Mar 2025 |
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| 10Elms | 350.00 | $19k | 0% | Mar 2025 |
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| Assetmark | 80.00 | $4.2k | 100% | Dec 2024 |
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| Pinney & Scofield | 10.00 | $508.000000 | 11% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hutchens & Kramer Investment Management Group | Dec 2024 | 5.5k | $288k |
| Symmetry Partner | Dec 2024 | 5.4k | $283k |
| UBS Group | Dec 2024 | 1.4k | $71k |
| Royal Bank of Canada | Dec 2024 | 661.00 | $35k |
| Vermillion & White Wealth Management Group | Dec 2024 | 382.00 | $20k |