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
Pure Financial Advisors 2.2M $180M -2% Jun 2026
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Bernicke & Associates 2.0M $162M 1% Jun 2026
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Brighton Jones 1.2M $96M 15% Jun 2026
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LRI Investments 1.1M $88M 8% Jun 2026
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Your Advocates 1.0M $86M -1% Jun 2026
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Quantum Financial Advisors 895k $73M 8% Jun 2026
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Rather & Kittrell 726k $60M 8% Jun 2026
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Fundamentun 664k $55M 4% Jun 2026
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Foundations Investment Advisors 625k $51M 5% Jun 2026
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Monograph Wealth Advisors 567k $47M 9% Jun 2026
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Private Advisor 544k $45M -17% Jun 2026
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Resources Investment Advisors 541k $44M 5% Jun 2026
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Annandale Capital 504k $41M 15% Jun 2026
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Keyes, Stange & Wooten Wealth Management 405k $33M 6% Jun 2026
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Great Oak Capital Partners 400k $33M 1% Jun 2026
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Hardy Reed 397k $33M 13% Jun 2026
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Sageworth Trust Company 372k $31M 2% Jun 2026
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Betterment 342k $28M 0% Jun 2026
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Geneos Wealth Management 341k $28M 3% Jun 2026
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Integrated Wealth Concepts 337k $28M -1% Jun 2026
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Envestnet Asset Management 336k $28M 14% Jun 2026
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Advisor Group Holdings 330k $27M 73% Jun 2026
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Riverchase Wealth Management 330k $27M 4% Jun 2026
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Cambridge Investment Research Advisors 299k $25M 14% Jun 2026
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Vantage Point Financial 284k $23M -6% Jun 2026
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Mariner Wealth Advisors 269k $22M 13% Jun 2026
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Cypress Point Wealth Management 250k $21M -1% Jun 2026
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CLS Investments 232k $19M 3% Jun 2026
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Altiora Financial Group 223k $18M 0% Jun 2026
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Commonwealth Equity Services 212k $17M 3% Jun 2026
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Amicus Financial Advisors 194k $16M 197% Jun 2026
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Gunpowder Capital Management, LLC dba Oliver Wealth Management 179k $15M 18% Jun 2026
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DecisionPoint Financial 166k $14M 1% Jun 2026
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Heritage Investment Group 163k $13M -3% Jun 2026
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EverSource Wealth Advisors 153k $13M -10% Jun 2026
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B&D White Capital Company 140k $12M 0% Jun 2026
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Frank. Day 135k $11M -4% Jun 2026
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Aspen Capital Management 128k $11M 9% Jun 2026
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Truepoint 124k $10M 0% Jun 2026
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Two Sigma Investments 119k $9.7M 100% Jun 2026
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Smartleaf Asset Management 116k $9.5M 0% Jun 2026
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Prospect Financial Group 113k $9.2M -1% Jun 2026
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Sageworth Trust Co of South Dakota 112k $9.1M 16% Jun 2026
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Keating Financial Advisory Services 104k $8.5M 15% Jun 2026
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Kestra Advisory Services 96k $7.8M 13% Jun 2026
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LPL Financial 94k $7.7M 35% Jun 2026
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Integras Partners 90k $7.3M -1% Jun 2026
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Vise Technologies 87k $7.1M 100% Jun 2026
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Plan 86k $7.1M 0% Jun 2026
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Cloud Capital Management 84k $6.8M -2% Jun 2026
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Raymond James Financial 80k $6.5M 12% Jun 2026
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WorthPointe 79k $6.5M -10% Jun 2026
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Colony 77k $6.3M 29% Jun 2026
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Eldridge Investment Advisors 76k $6.3M 19% Jun 2026
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Goldman Sachs Group 76k $6.2M 100% Jun 2026
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Capital Investment Advisory Services 74k $6.1M -4% Jun 2026
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TCI Wealth Advisors 71k $5.8M 2% Jun 2026
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Wealth Advisors Northwest 71k $5.8M 26% Jun 2026
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HPM Partners 71k $5.8M -1% Jun 2026
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Hanson McClain Advisors 67k $5.5M 8% Jun 2026
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Hutchinson Capital Management 66k $5.4M 30% Jun 2026
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Asset One Wealth Management 65k $5.4M 1% Jun 2026
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Kestra Private Wealth Services 65k $5.3M 100% Jun 2026
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Sontag Advisory 65k $5.3M -3% Jun 2026
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Beacon Pointe Advisors 64k $5.2M 52% Jun 2026
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Investment Advisory Group 61k $5.0M 4% Jun 2026
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Alpha Financial Advisors 57k $4.7M 0% Jun 2026
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Fmb Wealth Management 56k $4.6M 21% Jun 2026
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Change Path 55k $4.5M 18% Jun 2026
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Global Retirement Partners 52k $4.3M 100% Jun 2026
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Strathmore Capital Advisors 49k $4.0M 6% Jun 2026
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Burton Enright Welch 47k $3.9M -5% Jun 2026
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GeoWealth Management 47k $3.8M -1% Jun 2026
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Branch Banking & Trust Company 46k $3.8M 0% Jun 2026
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AQR Capital Management 42k $3.5M 19% Jun 2026
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Gould Asset Management 41k $3.4M 6% Jun 2026
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USAdvisors Wealth Management 38k $3.1M 2% Sep 2026
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Modera Wealth Management 34k $2.8M 0% Jun 2026
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Mesirow Financial Investment Management International Equity 34k $2.8M 3% Jun 2026
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Prospera Financial Services 34k $2.8M 13% Jun 2026
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Note Advisors 33k $2.7M 10% Jun 2026
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Northern Trust 33k $2.7M 78% Jun 2026
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Coldstream Capital Management 32k $2.7M 1% Jun 2026
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Ashton Thomas Private Wealth 30k $2.5M 0% Jun 2026
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Savvy Advisors 30k $2.4M 87% Jun 2026
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Brown Advisory Holdings Incorporated 27k $2.2M 100% Jun 2026
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Mercer Global Advisors 25k $2.0M 1% Jun 2026
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Grand Wealth Management 24k $2.0M -1% Jun 2026
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Goodman Financial 24k $1.9M 0% Jun 2026
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WPWealth 21k $1.7M 10% Jun 2026
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Capstone Wealth Management 21k $1.7M 2% Jun 2026
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Calton & Associates 20k $1.6M 26% Jun 2026
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Jpmorgan Chase & Co 18k $1.5M 100% Jun 2026
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Keybank National Association 18k $1.5M 0% Jun 2026
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Inspire Advisors 17k $1.4M 100% Jun 2026
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Werba Rubin Papier Wealth Management 17k $1.4M -3% Jun 2026
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Scratch Capital 15k $1.2M 5% Jun 2026
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Merit Financial Group 15k $1.2M 2% Jun 2026
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Summit Wealth Group Llc / Co 14k $1.1M 2% Jun 2026
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Eqis Capital Management 14k $1.1M 1% Jun 2026
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Silver Oak Securities 14k $1.1M 18% Jun 2026
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Financial Engines Advisors L.L.C 13k $1.1M -7% Jun 2026
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Equitable Holdings 13k $1.0M 23% Jun 2026
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IFP Advisors 11k $938k 52% Sep 2026
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Shepherd Financial Partners 11k $915k 100% Jun 2026
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Stratos Wealth Partners 11k $885k 100% Jun 2026
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J.w. Cole Advisors 11k $873k 5% Jun 2026
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Painted Porch Advisors 11k $867k 0% Jun 2026
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Mml Investors Services 9.9k $815k 15% Jun 2026
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Hrt Financial 9.7k $792k 100% Jun 2026
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Stirlingshire Investments 9.1k $748k -3% Jun 2026
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Money Concepts Capital Corp 9.0k $737k 0% Jun 2026
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Glassy Mountain Advisors 8.8k $718k 19% Jun 2026
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Colorado Capital Management 8.2k $680k 3% Sep 2026
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EP Wealth Advisors 7.6k $624k 0% Jun 2026
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Greenspring Advisors 7.2k $588k -3% Jun 2026
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Buckingham Strategic Partners 7.0k $574k 26% Jun 2026
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Elevate Wealth Advisory 6.7k $550k 101% Jun 2026
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Maseco 6.5k $534k -8% Jun 2026
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Millstone Evans Group 6.1k $500k 3% Jun 2026
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Advyzon Investment Management 5.9k $480k 0% Jun 2026
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Cetera Investment Advisers 5.8k $476k -2% Jun 2026
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Andrews, Lucia Wealth Management 5.6k $456k 0% Jun 2026
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Zhang Financial 5.5k $447k 0% Jun 2026
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Essex Financial Services 5.3k $432k 100% Jun 2026
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Parkwoods Wealth Partners 5.2k $426k 23% Jun 2026
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AE Wealth Management 5.1k $422k 37% Jun 2026
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Creative Planning 4.9k $403k 33% Jun 2026
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XTX Topco 4.7k $384k 100% Jun 2026
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Argent Trust 4.6k $379k 100% Jun 2026
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Cary Street Partner Investment Advisory 4.5k $372k 100% Jun 2026
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Nalls Sherbakoff Group 4.4k $359k 0% Jun 2026
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Topsail Wealth Management 4.4k $359k 37% Jun 2026
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StrongBox Wealth 4.1k $337k 0% Jun 2026
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JNBA Financial Advisors 4.1k $332k 100% Jun 2026
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Raffa Wealth Management 4.0k $326k 0% Jun 2026
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International Private Wealth Advisors 3.8k $315k 100% Jun 2026
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Victory Financial Group 3.7k $301k 1% Jun 2026
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Mustard Seed Financial 3.6k $291k 0% Jun 2026
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Private Trust Co Na 3.2k $268k 0% Sep 2026
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Broadhurst Jeffrey B 3.2k $262k 100% Jun 2026
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Ameriprise Financial 3.2k $260k 100% Jun 2026
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Boyum Wealth Architects 3.2k $265k -1% Sep 2026
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Doliver Capital Advisors 3.0k $247k 0% Sep 2026
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Savant Capital Management 2.9k $244k 100% Jun 2026
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Stifel Financial 2.7k $221k 100% Jun 2026
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OneAscent Financial Services 2.7k $221k 100% Jun 2026
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D.A. Davidson & Co. 2.6k $216k -5% Jun 2026
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SRS Capital Advisors 2.6k $213k -9% Jun 2026
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Disciplined Investors 2.6k $213k 100% Jun 2026
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Innovative Asset Advisors Group 2.1k $176k -35% Jun 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors Jun 2026 462k $38M
SC&H Financial Advisors Jun 2026 452k $37M
Kfg Wealth Management Jun 2026 408k $33M
BCO Wealth Management Jun 2026 405k $33M
Beacon Hill Wealth Management Jun 2026 348k $29M
SageOak Financial Jun 2026 272k $22M
Hutchens & Kramer Investment Management Group Jun 2026 194k $16M
Essential Planning Jun 2026 162k $13M
Farther Finance Advisors Jun 2026 156k $13M
Morton Capital Management Jun 2026 154k $13M
Heffernan Advisory Jun 2026 152k $12M
Park Avenue Securities Jun 2026 145k $12M
XY Planning Network Jun 2026 119k $9.8M
ABLE Financial Group Jun 2026 113k $9.3M
BDFS Capital Jun 2026 112k $9.1M
BIP Wealth Jun 2026 103k $8.4M
Elser Financial Planning Jun 2026 102k $8.3M
HB Wealth Management Jun 2026 100k $8.2M
Archford Capital Strategies Jun 2026 99k $8.1M
Selective Wealth Management Jun 2026 76k $6.2M
Entrewealth Jun 2026 75k $6.4M
Cyndeo Wealth Partners Jun 2026 71k $5.8M
Simplicity Wealth Jun 2026 60k $4.9M
CPA Asset Management Jun 2026 32k $2.6M
Mission Wealth Management Jun 2026 31k $2.5M
Sax Wealth Advisors Jun 2026 31k $2.2M
BluePrint Investing Jun 2026 26k $2.1M
Lakewood Asset Management Jun 2026 26k $2.1M
marrick wealth Jun 2026 25k $2.1M
Triad Wealth Partners Jun 2026 25k $2.1M
Glass Jacobson Investment Advisors Jun 2026 24k $1.9M
Vestia Personal Wealth Advisors Jun 2026 24k $1.9M
Onyx Financial Advisors Jun 2026 21k $1.7M
Signal Advisors Wealth Jun 2026 18k $1.5M
Sigma Planning Jun 2026 16k $1.3M
Krilogy Financial Jun 2026 16k $1.3M
Evanson Financial Jun 2026 15k $1.3M
Apella Capital Jun 2026 15k $1.2M
Financial Symmetry Jun 2026 14k $1.1M
AlphaStar Capital Management Jun 2026 14k $1.1M
Apollon Financial Jun 2026 13k $1.1M
Firethorn Wealth Partners Jun 2026 12k $1.0M
Allodium Investment Consultants Jun 2026 12k $975k
Fiduciary Financial Group Jun 2026 12k $942k
Perigon Wealth Management Jun 2026 11k $873k
Wealth Enhancement Advisory Services Jun 2026 11k $875k
Sprinkle Financial Consultants Jun 2026 10k $819k
RCS Financial Planning Jun 2026 9.3k $759k
Foundry Financial Jun 2026 7.9k $645k
Root Financial Partners Jun 2026 7.4k $606k
CWS Financial Advisors Jun 2026 6.8k $559k
First Financial Group Corp Jun 2026 6.7k $547k
Susquehanna International Mar 2026 6.3k $451k
Yardley Wealth Management Jun 2026 5.8k $476k
GEM Asset Management Jun 2026 5.4k $444k
Foundation Wealth Management Jun 2026 4.5k $367k
Exeter Financial Jun 2026 3.9k $321k
Drucker Wealth 3.0 Mar 2026 3.8k $275k
Financial Harvest Jun 2026 3.8k $310k
Woodside Wealth Management Jun 2026 3.6k $298k
Nelson, Van Denburg & Campbell Wealth Management Jun 2026 3.6k $293k
Pacific Asset Management Jun 2026 3.1k $257k
Concurrent Investment Advisors Jun 2026 2.7k $219k