Who owns DIMENSIONAL ETF TRUST?

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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 14M $714M 4% Dec 2023
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Buckingham Asset Management 13M $664M -1% Dec 2023
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Forum Financial Management 9.2M $480M 2% Dec 2023
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Index Fund Advisors 8.0M $363M -1% Sep 2023
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Strategic Investment Solutions 6.5M $308M 7038% Sep 2023
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Savant Capital Management 5.4M $284M 6% Dec 2023
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Mercer Global Advisors 2.9M $153M 8% Dec 2023
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CI Private Wealth 2.7M $144M 0% Dec 2023
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Envestnet Asset Management 2.7M $123M -17% Sep 2023
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Buckingham Strategic Partners 2.7M $141M -11% Dec 2023
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Jackson Thornton Asset Management 2.5M $132M -3% Dec 2023
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Wealth Enhancement Advisory Services 2.2M $117M -4% Dec 2023
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Trust Co of the South 1.9M $100M 100% Dec 2023
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Asset Dedication 1.9M $98M 0% Dec 2023
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Pure Financial Advisors 1.8M $93M 31% Dec 2023
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Willow Creek Wealth Management 1.7M $78M 2% Sep 2023
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Plan 1.7M $90M -1% Dec 2023
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Truepoint 1.6M $85M -2% Dec 2023
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Resource Consulting Group 1.6M $82M -1% Dec 2023
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Apella Capital 1.4M $72M 7% Dec 2023
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EP Wealth Advisors 1.3M $66M 5% Dec 2023
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Abacus Wealth Partners 1.3M $66M -2% Dec 2023
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Mbb Public Markets I 1.2M $64M -6% Dec 2023
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Evanson Asset Management 1.2M $61M 0% Dec 2023
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Team Hewins 1.0M $53M -1% Dec 2023
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Great Oak Capital Partners 934k $49M 100% Dec 2023
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Merriman Wealth Management 909k $42M -1% Sep 2023
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BKD Wealth Advisors 908k $48M -4% Dec 2023
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Bayshore Asset Management 894k $47M 0% Dec 2023
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Modera Wealth Management 888k $47M -3% Dec 2023
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Bank of America Corporation 878k $46M 16% Dec 2023
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Ml & R Wealth Management 862k $45M 4% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 849k $44M 2% Dec 2023
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Capital Performance Advisors 827k $43M 0% Dec 2023
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Carlson Capital Management 785k $41M 1% Dec 2023
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Sax Wealth Advisors 707k $37M 3% Dec 2023
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Sequoia Financial Advisors 704k $37M 4% Dec 2023
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Raymond James Financial Services Advisors 696k $36M 8% Dec 2023
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LPL Financial 670k $31M 12% Sep 2023
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Hill Investment Group Partners 654k $34M -1% Dec 2023
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Keb Asset Management 631k $33M -1% Dec 2023
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Cambridge Investment Research Advisors 631k $33M -4% Dec 2023
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Monograph Wealth Advisors 619k $32M 2% Dec 2023
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Joel Isaacson & Co 600k $31M 3% Dec 2023
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HighTower Advisors 561k $29M 0% Dec 2023
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Efficient Frontier Advisors 558k $29M 100% Dec 2023
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Beaird Harris Wealth Management 552k $29M -2% Dec 2023
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TFC Financial Management 544k $28M -1% Dec 2023
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TCI Wealth Advisors 539k $28M -2% Dec 2023
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Kraft Asset Management 539k $28M -1% Dec 2023
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Foster Group 537k $25M 0% Dec 2023
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Rsm Us Wealth Management 522k $27M -7% Dec 2023
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Hanson McClain Advisors 512k $27M -3% Dec 2023
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Assetmark 508k $27M 2% Dec 2023
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HPM Partners 508k $27M 1% Dec 2023
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Meritas Wealth Management 476k $25M -26% Dec 2023
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Mariner Wealth Advisors 474k $25M 6% Dec 2023
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Watchman Group 450k $21M 4% Sep 2023
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Baird Financial 440k $23M -23% Dec 2023
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Great Waters Wealth Management 436k $22M 15% Dec 2023
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Pathstone Holdings 433k $23M 100% Dec 2023
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Tfo-tdc 432k $23B -2% Dec 2023
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Planning Center 429k $22M -3% Dec 2023
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Lauterbach Financial Advisors 423k $22M -2% Dec 2023
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PBMares Wealth Management 393k $21M 3% Dec 2023
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Larson Financial Group 392k $21M 1% Dec 2023
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WPWealth 389k $20M 15% Dec 2023
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Pathstone Family Office 382k $17M 5% Sep 2023
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Commonwealth Equity Services 365k $19M 3% Dec 2023
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Tillman Hartley 358k $19M 1% Dec 2023
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Phillips Financial Management 358k $19M 6% Dec 2023
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UBS Group 346k $18M 32% Dec 2023
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Quantum Financial Advisors 344k $18M -3% Dec 2023
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Cardiff Park Advisors 335k $18M -1% Dec 2023
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Mosaic Family Wealth Partners 333k $17M -6% Dec 2023
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Disciplined Equity Management 332k $17M 4% Dec 2023
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Dopkins Wealth Management 325k $17M -14% Dec 2023
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Mather Group 321k $17M 0% Dec 2023
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Steward Financial Group 315k $14M 1% Sep 2023
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Lakeshore Financial Planning 314k $14M 100% Sep 2023
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Vista Wealth Management Group 308k $16M -1% Dec 2023
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Rf&l Wealth Management 301k $16M 0% Dec 2023
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First Command Advisory Services 298k $16M 13% Dec 2023
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Libra Wealth 294k $15M -3% Dec 2023
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New England Private Wealth Advisors 288k $15M 1% Dec 2023
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Rs Crum 284k $15M -1% Dec 2023
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Cetera Investment Advisers 283k $13M 12% Sep 2023
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Keyes, Stange & Wooten Wealth Management 271k $14M 100% Dec 2023
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Compass Advisory Group 267k $14M 30% Dec 2023
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Allen Capital Group 263k $14M 336% Dec 2023
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Mml Investors Services 262k $12M 7% Sep 2023
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Andrews, Lucia Wealth Management 260k $14M 2% Dec 2023
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McLean Asset Management Corp 259k $13M 0% Dec 2023
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G2 Capital Management, Llc / Oh 257k $14M 0% Dec 2023
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BlueSky Wealth Advisors 257k $13M -2% Dec 2023
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AE Wealth Management 256k $13M 15% Dec 2023
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Beacon Pointe Advisors 240k $13M 13% Dec 2023
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Landmark Financial Advisors 238k $11M 5% Sep 2023
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Visionary Wealth Advisors 236k $12M -4% Dec 2023
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Branch Banking & Trust Company 234k $12M 8% Dec 2023
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Ruedi Wealth Management 225k $12M 7% Dec 2023
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Moisand Fitzgerald Tamayo 223k $12M -3% Dec 2023
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Symmetry Partner 216k $11M -1% Dec 2023
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Henrickson Nauta Wealth Advisors 211k $11M 5% Dec 2023
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Raymond James & Associates 210k $11M 0% Dec 2023
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Cook Wealth Management Group 209k $11M 100% Dec 2023
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Equitable Holdings 208k $9.5M 7% Sep 2023
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Robertson Stephens Wealth Management 198k $10M 3% Dec 2023
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Jpmorgan Chase & Co 195k $10M 12% Dec 2023
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ShankerValleau Wealth Advisors 189k $9.9M -2% Dec 2023
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Austin Asset Management 181k $9.5M -1% Dec 2023
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Aspiriant 179k $9.4M -1% Dec 2023
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Spire Wealth Management 178k $9.0M 0% Dec 2023
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American Investment Services 174k $9.1M 0% Dec 2023
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Jane Street 174k $9.1M 48% Dec 2023
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Kestra Advisory Services 171k $9.0M 2% Dec 2023
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Sandy Spring Bank 171k $9.0M 31% Dec 2023
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Legacy Financial Group 170k $7.8M 0% Sep 2023
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Oppenheimer & Co 152k $6.9M 100% Sep 2023
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Lutz Financial Services 151k $7.9M 3% Dec 2023
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Rise Advisors 151k $7.9M 6% Dec 2023
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Glassy Mountain Advisors 150k $7.9M 100% Dec 2023
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DiNuzzo Private Wealth 150k $7.8M 100% Dec 2023
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Sterling Wealth Management 148k $7.7M 100% Dec 2023
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Captrust Financial Advisors 144k $7.5M -5% Dec 2023
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Liberty Wealth Management 143k $7.5M -1% Dec 2023
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Gradient Capital Advisors 143k $7.5M 2% Dec 2023
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Rather & Kittrell 142k $7.4M -2% Dec 2023
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Regions Bank 140k $7.3M 0% Dec 2023
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Northwest Wealth Management 140k $7.3M 0% Dec 2023
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McKinley Carter Wealth Services 139k $7.3M -43% Dec 2023
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Confluence Wealth Services 137k $7.2M 132% Dec 2023
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Cresset Asset Management 131k $6.0M 1% Sep 2023
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Betterment 131k $6.8M 80% Dec 2023
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Stifel Financial 128k $6.7M 41% Dec 2023
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Royal Bank of Canada 125k $6.5M 19% Dec 2023
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RFG Advisory 122k $6.4M -7% Dec 2023
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Activest Wealth Management 122k $6.4M 13% Dec 2023
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Stratos Wealth Partners 119k $6.2M 0% Dec 2023
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Altiora Financial Group 118k $5.4M 0% Sep 2023
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Verdence Capital Advisors 117k $6.1M 0% Dec 2023
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D.A. Davidson & Co. 116k $6.1M -16% Dec 2023
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FinDec Wealth Services 114k $6.0M -19% Dec 2023
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MAI Wealth Advisors 114k $6.0M -1% Dec 2023
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Vawter Financial 113k $5.1M -28% Sep 2023
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Watershed Private Wealth 109k $5.7M -3% Dec 2023
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Cherry Tree Wealth Management 109k $5.7M -2% Dec 2023
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Schoolcraft Capital 109k $5.7M -5% Dec 2023
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Monticello Wealth Management 107k $5.6M -6% Dec 2023
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Red Lighthouse Investment Management 106k $5.6M -3% Dec 2023
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Cypress Point Wealth Management 104k $5.5M -44% Dec 2023
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Advisor Group Holdings 91k $4.8M -76% Dec 2023
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LJI Wealth Management 60k $2.7M -97% Sep 2023
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