Who owns DIMENSIONAL ETF TRUST?
- Ticker: DIHP
- CUSIP Number: 25434v765
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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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Who bought or sold DIMENSIONAL ETF TRUST this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Envestnet Asset Management | 15M | $401M | 64% | Mar 2024 |
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Mercer Global Advisors | 15M | $395M | 39% | Mar 2024 |
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Forum Financial Management | 6.1M | $164M | -2% | Mar 2024 |
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Vista Wealth Management Group | 5.8M | $157M | 1% | Mar 2024 |
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Carlson Capital Management | 3.8M | $103M | -25% | Mar 2024 |
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Merriman Wealth Management | 2.9M | $79M | 4% | Mar 2024 |
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HighTower Advisors | 2.0M | $53M | 0% | Mar 2024 |
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Bridgewater Advisors | 1.9M | $51M | 64% | Mar 2024 |
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Bank Of Montreal | 1.8M | $48M | 10% | Mar 2024 |
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Buckingham Asset Management | 1.8M | $48M | 145% | Mar 2024 |
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Planning Center | 1.8M | $48M | 6% | Mar 2024 |
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Aprio Wealth Management | 1.5M | $41M | 14% | Mar 2024 |
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CI Private Wealth | 1.4M | $38M | 7% | Mar 2024 |
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Satovsky Asset Management | 891k | $24M | -1% | Mar 2024 |
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BKD Wealth Advisors | 700k | $19M | 5% | Mar 2024 |
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Park Avenue Securities | 648k | $18M | 31% | Mar 2024 |
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DiNuzzo Private Wealth | 631k | $17M | 1% | Mar 2024 |
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Sax Wealth Advisors | 625k | $17M | 13% | Mar 2024 |
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Empowered Funds | 561k | $15M | 100% | Mar 2024 |
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Clarius | 550k | $15M | 3579% | Mar 2024 |
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True Wealth Design | 546k | $15M | 24% | Mar 2024 |
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Buckingham Strategic Partners | 510k | $14M | 40% | Mar 2024 |
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Websterrogers Financial Advisors | 499k | $13M | 31% | Mar 2024 |
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Efficient Advisors | 489k | $13M | 3% | Mar 2024 |
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Market Street Wealth Management Advisors | 471k | $13M | 10% | Mar 2024 |
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BetterWealth | 425k | $12M | 1% | Mar 2024 |
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Great Oak Capital Partners | 422k | $11M | 35% | Mar 2024 |
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TCI Wealth Advisors | 414k | $11M | 4% | Mar 2024 |
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Grunden Financial Advisory | 333k | $9.0M | 2% | Mar 2024 |
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Walden Wealth Partners | 307k | $7.9M | 100% | Dec 2023 |
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Warren Averett Asset Management | 304k | $8.2M | 1% | Mar 2024 |
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Sequoia Financial Advisors | 303k | $8.2M | 10% | Mar 2024 |
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Vestmark Advisory Solutions | 303k | $8.2M | 14% | Mar 2024 |
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Meredith Wealth Planning | 299k | $8.1M | 12% | Mar 2024 |
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Fischer Investment Strategies | 297k | $7.6M | 164% | Dec 2023 |
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Goss Wealth Management | 286k | $7.7M | 374% | Mar 2024 |
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CPA Asset Management | 277k | $7.5M | 3% | Mar 2024 |
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Liberty Wealth Management | 258k | $7.0M | -1% | Mar 2024 |
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Oceanside Advisors | 243k | $6.5M | 2% | Mar 2024 |
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Beacon Pointe Advisors | 235k | $6.0M | -1% | Dec 2023 |
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Financial Engines Advisors L.L.C | 228k | $6.1M | 100% | Mar 2024 |
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Bank of America Corporation | 215k | $5.8M | 68% | Mar 2024 |
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Fortress Wealth Management | 196k | $5.3M | 5% | Mar 2024 |
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AE Wealth Management | 192k | $5.2M | -42% | Mar 2024 |
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Family Wealth Partners | 189k | $5.1M | 64% | Mar 2024 |
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MB Generational Wealth | 187k | $5.0M | 11% | Mar 2024 |
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PBMares Wealth Management | 180k | $4.9M | 20% | Mar 2024 |
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Dynamic Advisors Solutions | 177k | $4.8M | 11% | Mar 2024 |
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Waterfront Wealth | 160k | $4.2M | -1% | Mar 2024 |
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Royal Bank of Canada | 156k | $4.2M | 60% | Mar 2024 |
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Retirement Solution | 154k | $4.2M | 0% | Mar 2024 |
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Quadcap Wealth Management | 152k | $4.1M | 107% | Mar 2024 |
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Jane Street | 145k | $3.9M | -80% | Mar 2024 |
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Eqis Capital Management | 142k | $3.8M | 100% | Mar 2024 |
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Commonwealth Equity Services | 138k | $3.7M | 12% | Mar 2024 |
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Chicago Partners Investment | 135k | $3.5M | 9% | Mar 2024 |
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Envision Financial Planning | 128k | $3.5M | 23% | Mar 2024 |
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Applied Capital | 123k | $3.3M | 7% | Mar 2024 |
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Claris Advisors, Llc / Mo / | 117k | $3.1M | 10% | Mar 2024 |
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Burns Wealth Management | 99k | $2.7M | 100% | Mar 2024 |
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Jpmorgan Chase & Co | 97k | $2.6M | 6% | Mar 2024 |
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Yeomans Consulting Group | 94k | $2.5M | 3% | Mar 2024 |
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Abel Hall | 94k | $2.5M | 4% | Mar 2024 |
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Mariner Wealth Advisors | 87k | $2.3M | 22% | Mar 2024 |
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RCS Financial Planning | 80k | $2.1M | -12% | Mar 2024 |
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Tortoise Investment Management | 70k | $1.9M | 7% | Mar 2024 |
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Hutchinson Capital Management | 68k | $1.8M | 8% | Mar 2024 |
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Morgan Stanley | 66k | $1.8M | 2516% | Mar 2024 |
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Breakwater Capital Group | 66k | $1.8M | 450% | Mar 2024 |
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PFG Advisors | 60k | $1.6M | 6% | Mar 2024 |
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Nwam | 57k | $1.5M | 0% | Mar 2024 |
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Northwest Wealth Management | 57k | $1.5M | 7% | Mar 2024 |
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SC&H Financial Advisors | 56k | $1.5M | 10% | Mar 2024 |
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Citadel Advisors | 56k | $1.5M | 100% | Mar 2024 |
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LPL Financial | 55k | $1.5M | 31% | Mar 2024 |
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Meritas Wealth Management | 55k | $1.5M | 198% | Mar 2024 |
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Evanson Asset Management | 55k | $1.5M | 14% | Mar 2024 |
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Stifel Financial | 55k | $1.5M | 32% | Mar 2024 |
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Mraz, Amerine & Associates | 52k | $1.4M | -9% | Mar 2024 |
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Drive Wealth Management | 50k | $1.4M | 21% | Mar 2024 |
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Glass Jacobson Investment Advisors | 50k | $1.4M | -9% | Mar 2024 |
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Global Trust Asset Management | 50k | $1.3M | 0% | Mar 2024 |
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Integrated Wealth Concepts | 48k | $1.3M | 1% | Mar 2024 |
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Midwest Heritage Bank | 46k | $1.2M | 150% | Mar 2024 |
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Resource Planning Group | 44k | $1.1M | 100% | Dec 2023 |
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Atria Investments | 42k | $1.1M | 100% | Dec 2023 |
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Lincoln National | 42k | $1.1M | 2% | Mar 2024 |
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Cambridge Investment Research Advisors | 42k | $1.1M | 14% | Mar 2024 |
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Aspiriant | 40k | $1.1M | 0% | Mar 2024 |
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Schubert & Co | 37k | $989k | -1% | Mar 2024 |
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Apollon Wealth Management | 36k | $958k | -2% | Mar 2024 |
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Ronald Blue Trust | 35k | $950k | 10% | Mar 2024 |
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EverSource Wealth Advisors | 33k | $836k | 0% | Mar 2024 |
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Milestone Investment Advisors | 32k | $825k | -12% | Dec 2023 |
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Wealthsource Partners | 29k | $750k | -1% | Dec 2023 |
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Investmark Advisory Group | 28k | $764k | 29% | Mar 2024 |
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Wealthspan Partners | 26k | $708k | 14% | Mar 2024 |
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Intrepid Capital Management | 26k | $690k | 99% | Mar 2024 |
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Branch Banking & Trust Company | 26k | $689k | 8% | Mar 2024 |
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Creative Planning | 25k | $669k | -3% | Mar 2024 |
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SageView Advisory Group | 25k | $662k | -1% | Mar 2024 |
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Rehmann Capital Advisory | 24k | $633k | 20% | Mar 2024 |
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Firethorn Wealth Partners | 23k | $631k | 49% | Mar 2024 |
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Cardiff Park Advisors | 21k | $532k | 6% | Dec 2023 |
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Caprock | 20k | $545k | 1% | Mar 2024 |
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Dopkins Wealth Management | 20k | $538k | 21% | Mar 2024 |
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Andrews, Lucia Wealth Management | 20k | $507k | -7% | Dec 2023 |
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Wealthcare Advisory Partners | 19k | $505k | 5% | Mar 2024 |
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Advisor Group Holdings | 19k | $504k | -4% | Mar 2024 |
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Wetherby Asset Management | 18k | $483k | 0% | Mar 2024 |
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Angeles Wealth Management | 18k | $474k | 100% | Mar 2024 |
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UBS Group | 15k | $404k | 3% | Mar 2024 |
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Birchcreek Wealth Management | 15k | $398k | -2% | Mar 2024 |
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Kestra Advisory Services | 14k | $367k | 24% | Dec 2023 |
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GEM Asset Management | 14k | $368k | 0% | Mar 2024 |
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Signature | 13k | $349k | 100% | Mar 2024 |
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Garrett Investment Advisors | 13k | $340k | 3% | Mar 2024 |
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Gemmer Asset Management | 13k | $339k | -12% | Mar 2024 |
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Betterment | 13k | $337k | 14% | Mar 2024 |
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Hutchens & Kramer Investment Management Group | 11k | $288k | -12% | Mar 2024 |
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Advisory Services Network | 10k | $279k | 0% | Mar 2024 |
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Brighton Jones | 10k | $276k | 100% | Mar 2024 |
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Wealth Enhancement Advisory Services | 10k | $274k | 1% | Mar 2024 |
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Unison Advisors | 10k | $273k | -3% | Mar 2024 |
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Annapolis Financial Services | 10k | $268k | -54% | Mar 2024 |
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Tranquility Partners | 9.6k | $258k | 11% | Mar 2024 |
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Bedel Financial Consulting | 9.5k | $255k | 2% | Mar 2024 |
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Robertson Stephens Wealth Management | 9.4k | $253k | -72% | Mar 2024 |
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Elevate Wealth Advisory | 9.2k | $249k | 1% | Mar 2024 |
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25 | 9.1k | $246k | 1% | Mar 2024 |
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Disciplined Investments | 9.0k | $243k | 100% | Mar 2024 |
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Heritage Wealth Management, Inc./Texas | 9.0k | $242k | 0% | Mar 2024 |
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Altiora Financial Group | 8.8k | $236k | 100% | Mar 2024 |
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EnRich Financial Partners | 8.6k | $232k | 100% | Mar 2024 |
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Raymond James Financial Services Advisors | 8.4k | $227k | -13% | Mar 2024 |
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Mattern Wealth Management | 8.2k | $211k | 100% | Dec 2023 |
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Hanover Advisors | 8.1k | $218k | 100% | Mar 2024 |
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B.O.S.S. Retirement Advisors | 8.1k | $207k | -3% | Mar 2024 |
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Orion Portfolio Solutions | 8.0k | $216k | 100% | Mar 2024 |
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Sutton Place Investors | 7.7k | $207k | 100% | Mar 2024 |
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Diversified Trust Company | 7.5k | $202k | 100% | Mar 2024 |
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Spire Wealth Management | 7.1k | $190k | 69% | Mar 2024 |
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Nalls Sherbakoff Group | 6.5k | $167k | 0% | Dec 2023 |
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Capital Investment Advisory Services | 5.4k | $145k | 3020% | Mar 2024 |
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Phillips Financial Management | 5.4k | $144k | 0% | Mar 2024 |
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CWM | 5.1k | $137k | 0% | Mar 2024 |
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Pnc Financial Services | 4.5k | $122k | 100% | Mar 2024 |
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Lam Group | 3.8k | $102k | 257% | Mar 2024 |
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Versant Capital Management | 3.6k | $96k | 0% | Mar 2024 |
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Qube Research & Technologies | 3.2k | $85k | 353% | Mar 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Verdad Advisers | Sep 2023 | 304k | $7.0M |
Susquehanna International | Sep 2023 | 87k | $2.0M |
Savant Capital Management | Dec 2023 | 74k | $1.9M |
Flow Traders US | Dec 2023 | 37k | $948k |
Pine Harbor Wealth Management | Dec 2023 | 11k | $286k |
JustInvest | Dec 2023 | 8.8k | $226k |