Who owns DIMENSIONAL ETF TRUST?
- CUSIP Number: 25434v609
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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 |
|---|---|---|---|---|---|
| Creative Planning | 13M | $930M | -2% | Jun 2026 |
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| Colony | 13M | $873M | -5% | Jun 2026 |
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| Forum Financial Management | 10M | $691M | 0% | Sep 2026 |
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| Index Fund Advisors | 6.3M | $442M | -1% | Jun 2026 |
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| Pure Financial Advisors | 5.7M | $399M | 4% | Jun 2026 |
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| Buckingham Strategic Partners | 5.6M | $394M | -1% | Jun 2026 |
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| Savant Capital Management | 5.4M | $375M | 12% | Jun 2026 |
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| EP Wealth Advisors | 4.8M | $332M | 10% | Jun 2026 |
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| Jackson Thornton Asset Management | 2.8M | $197M | -1% | Jun 2026 |
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| Asset Dedication | 2.5M | $178M | 0% | Jun 2026 |
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| Willow Creek Wealth Management | 2.3M | $150M | 1% | Sep 2026 |
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| Apella Capital | 2.0M | $137M | -2% | Sep 2026 |
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| Raymond James Financial | 1.8M | $128M | -10% | Jun 2026 |
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| CI Private Wealth | 1.8M | $126M | -32% | Jun 2026 |
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| HighTower Advisors | 1.8M | $125M | -1% | Jun 2026 |
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| Mercer Global Advisors | 1.7M | $118M | 8% | Jun 2026 |
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| Trust Co of the South | 1.6M | $108M | -7% | Sep 2026 |
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| Bank of America Corporation | 1.6M | $113M | 6% | Jun 2026 |
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| Capital Performance Advisors | 1.5M | $105M | 1% | Jun 2026 |
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| Smartleaf Asset Management | 1.5M | $104M | 0% | Jun 2026 |
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| Truepoint | 1.5M | $102M | -1% | Jun 2026 |
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| Great Oak Capital Partners | 1.4M | $100M | 0% | Jun 2026 |
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| Sequoia Financial Advisors | 1.4M | $97M | 1% | Jun 2026 |
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| HPM Partners | 1.3M | $93M | 19% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 1.3M | $87M | 12% | Sep 2026 |
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| LPL Financial | 1.3M | $88M | 4% | Jun 2026 |
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| Premier Financial Group | 1.2M | $83M | 0% | Jun 2026 |
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| Sensible Money | 1.1M | $76M | 5% | Sep 2026 |
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| Evanson Financial | 1.1M | $71M | -3% | Sep 2026 |
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| Hanson McClain Advisors | 1.1M | $74M | 1% | Jun 2026 |
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| Abacus Wealth Partners | 1.0M | $72M | -25% | Jun 2026 |
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| Great Waters Wealth Management | 942k | $63M | 6% | Sep 2026 |
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| Parkwoods Wealth Partners | 925k | $65M | 1% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 923k | $65M | 1% | Jun 2026 |
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| Team Hewins | 918k | $64M | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 847k | $59M | 34% | Jun 2026 |
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| Envestnet Asset Management | 825k | $58M | 20% | Jun 2026 |
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| Joel Isaacson & Co | 824k | $58M | 1% | Jun 2026 |
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| Bayshore Asset Management | 817k | $57M | -2% | Jun 2026 |
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| Mariner Wealth Advisors | 787k | $55M | -8% | Jun 2026 |
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| Modera Wealth Management | 771k | $54M | 5% | Jun 2026 |
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| Plan | 758k | $53M | -46% | Jun 2026 |
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| Monograph Wealth Advisors | 757k | $53M | 3% | Jun 2026 |
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| RW Investment Management | 742k | $52M | -3% | Jun 2026 |
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| Phillips Financial Management | 732k | $49M | 3% | Sep 2026 |
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| Sax Wealth Advisors | 712k | $47M | -8% | Sep 2026 |
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| Three Arch Wealth Management | 709k | $47M | -3% | Sep 2026 |
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| Keb Asset Management | 685k | $48M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 662k | $46M | 2% | Jun 2026 |
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| Jpmorgan Chase & Co | 658k | $46M | 100% | Jun 2026 |
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| Tumwater Wealth Management | 637k | $45M | 1% | Jun 2026 |
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| Helen Stephens Group | 598k | $40M | 2% | Sep 2026 |
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| Financial Harvest | 561k | $37M | 4% | Sep 2026 |
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| Richard Young Associates | 559k | $39M | 0% | Jun 2026 |
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| Assetmark | 558k | $37M | -34% | Sep 2026 |
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| Confluence Wealth Services | 555k | $39M | 21% | Jun 2026 |
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| Summit Financial Strategies | 545k | $36M | 15% | Sep 2026 |
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| UBS Group | 529k | $37M | 17% | Jun 2026 |
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| Mosaic Family Wealth Partners | 506k | $35M | 4% | Jun 2026 |
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| EnRich Financial Partners | 498k | $33M | -1% | Sep 2026 |
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| Beaird Harris Wealth Management | 472k | $33M | -3% | Jun 2026 |
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| Planning Center | 467k | $33M | 0% | Jun 2026 |
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| TCI Wealth Advisors | 465k | $33M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 462k | $32M | 2% | Jun 2026 |
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| NorthAvenue | 455k | $32M | 3% | Jun 2026 |
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| AE Wealth Management | 455k | $32M | 3% | Jun 2026 |
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| Babb Wealth Advisors | 454k | $32M | 4% | Jun 2026 |
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| AQR Capital Management | 448k | $31M | 14% | Jun 2026 |
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| Conrad Siegel Investment Advisors | 445k | $30M | 0% | Sep 2026 |
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| Squire Investment Management Company | 432k | $30M | 0% | Jun 2026 |
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| Disciplined Equity Management | 431k | $29M | 1% | Sep 2026 |
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| Watchman Group | 427k | $28M | -1% | Sep 2026 |
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| Allen Capital Group | 422k | $30M | 1% | Jun 2026 |
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| BKD Wealth Advisors | 419k | $28M | -4% | Sep 2026 |
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| TFC Financial Management | 411k | $27M | 0% | Sep 2026 |
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| Master's Wealth Management | 409k | $27M | 6% | Sep 2026 |
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| Cambridge Financial Group | 406k | $28M | 0% | Sep 2026 |
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| Meritas Wealth Management | 399k | $27M | -1% | Sep 2026 |
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| First Command Advisory Services | 387k | $27M | -19% | Jun 2026 |
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| Henrickson Nauta Wealth Advisors | 385k | $27M | 3% | Jun 2026 |
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| Lauterbach Financial Advisors | 382k | $25M | -2% | Sep 2026 |
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| Tfo-tdc | 382k | $27M | -4% | Jun 2026 |
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| Betterment | 380k | $27M | 4% | Jun 2026 |
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| Eclectic Associates | 375k | $25M | 2% | Sep 2026 |
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| Foster Group | 375k | $25M | -3% | Sep 2026 |
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| Sterling Wealth Management | 374k | $25M | 2% | Sep 2026 |
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| Mission Wealth Management | 371k | $25M | -1% | Sep 2026 |
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| Triune Financial Partners | 367k | $26M | 3% | Jun 2026 |
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| Equitable Holdings | 363k | $25M | 6% | Jun 2026 |
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| Branch Banking & Trust Company | 355k | $25M | 16% | Jun 2026 |
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| BlackRock | 350k | $25M | 37% | Jun 2026 |
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| Visionary Wealth Advisors | 345k | $24M | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 344k | $24M | -1% | Jun 2026 |
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| Guardian Wealth Management | 336k | $22M | -5% | Sep 2026 |
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| Farther Finance Advisors | 333k | $22M | 2% | Sep 2026 |
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| Tillman Hartley | 332k | $23M | -3% | Jun 2026 |
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| Rs Crum | 328k | $22M | 0% | Sep 2026 |
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| Kilner Capital Advisors | 320k | $22M | 0% | Jun 2026 |
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| Union Bankshares | 315k | $22M | 7% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 314k | $22M | 5% | Jun 2026 |
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| Bridge Generations Wealth Management | 311k | $22M | 0% | Jun 2026 |
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| Park Avenue Securities | 310k | $21M | 9% | Sep 2026 |
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| Cardiff Park Advisors | 308k | $22M | -3% | Jun 2026 |
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| Crestmont Private Wealth | 307k | $22M | 58% | Jun 2026 |
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| Elser Financial Planning | 306k | $20M | -15% | Sep 2026 |
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| D.A. Davidson & Co. | 305k | $21M | 21% | Jun 2026 |
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| BlueSky Wealth Advisors | 305k | $21M | 4% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 303k | $21M | -7% | Jun 2026 |
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| Keyes, Stange & Wooten Wealth Management | 302k | $21M | 1% | Jun 2026 |
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| Beacon Pointe Advisors | 301k | $21M | -2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 298k | $21M | 19% | Jun 2026 |
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| Dopkins Wealth Management | 293k | $21M | -1% | Jun 2026 |
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| Rf&l Wealth Management | 286k | $19M | -1% | Sep 2026 |
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| Royal Bank of Canada | 278k | $19M | 2% | Jun 2026 |
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| Libra Wealth | 276k | $19M | -1% | Jun 2026 |
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| Aspen Capital Management | 274k | $19M | -1% | Jun 2026 |
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| Pathstone Holdings | 273k | $19M | -19% | Jun 2026 |
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| Youngs Advisory | 273k | $18M | 0% | Sep 2026 |
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| WPWealth | 252k | $18M | -11% | Jun 2026 |
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| Quantum Financial Advisors | 252k | $18M | -1% | Jun 2026 |
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| Professional Financial Solutions | 238k | $17M | 1% | Jun 2026 |
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| OLIO Financial Planning | 236k | $16M | 1% | Sep 2026 |
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| Graver Capital Management | 236k | $17M | -4% | Jun 2026 |
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| Altiora Financial Group | 235k | $16M | 0% | Jun 2026 |
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| McLean Asset Management Corp | 227k | $16M | -2% | Jun 2026 |
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| HMV Wealth Advisors | 222k | $16M | 0% | Jun 2026 |
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| Navigoe | 221k | $15M | 0% | Jun 2026 |
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| JDH Wealth Management | 214k | $14M | -2% | Sep 2026 |
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| Ruedi Wealth Management | 213k | $15M | -2% | Jun 2026 |
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| Andrews, Lucia Wealth Management | 206k | $14M | 0% | Jun 2026 |
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| Wealth Management Nebraska | 206k | $14M | -3% | Sep 2026 |
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| ShankerValleau Wealth Advisors | 205k | $14M | -2% | Sep 2026 |
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| Advisor Group Holdings | 204k | $14M | 17% | Jun 2026 |
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| Kings Path Partners | 197k | $13M | -3% | Sep 2026 |
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| Capstone Wealth Management | 196k | $14M | -3% | Jun 2026 |
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| Navigation Group | 195k | $14M | 1% | Jun 2026 |
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| Moisand Fitzgerald Tamayo | 183k | $12M | -3% | Sep 2026 |
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| Spire Wealth Management | 181k | $13M | 2% | Jun 2026 |
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| Larson Financial Group | 181k | $13M | -16% | Jun 2026 |
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| Disciplined Investments | 180k | $13M | 6% | Jun 2026 |
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| Pinney & Scofield | 178k | $12M | -1% | Jun 2026 |
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| Robertson Stephens Wealth Management | 175k | $12M | -1% | Sep 2026 |
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| Pioneer Wealth Management Group | 173k | $12M | 4% | Sep 2026 |
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| Baker Tilly Financial | 169k | $11M | -5% | Sep 2026 |
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| Vance Wealth | 167k | $12M | 0% | Jun 2026 |
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| Mml Investors Services | 162k | $11M | -6% | Jun 2026 |
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| New England Private Wealth Advisors | 155k | $10M | 0% | Sep 2026 |
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| McKinley Carter Wealth Services | 154k | $10M | -1% | Sep 2026 |
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| Regions Bank | 151k | $11M | 0% | Jun 2026 |
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| Lutz Financial Services | 149k | $10M | -1% | Jun 2026 |
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| OMNI 360 Wealth | 148k | $9.8M | -1% | Sep 2026 |
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| Austin Asset Management | 147k | $10M | -2% | Jun 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kelly Financial Group | Jun 2026 | 330k | $23M |
| Personal Resources Investment & Strategic Management | Jun 2026 | 294k | $21M |
| Fiduciary Financial Group | Jun 2026 | 226k | $16M |
| Aspiriant | Jun 2026 | 188k | $13M |
| Vestia Personal Wealth Advisors | Jun 2026 | 185k | $13M |