Who owns DIMENSIONAL ETF TRUST?
- CUSIP Number: 25434v708
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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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 73M | $3.2B | 4% | Jun 2026 |
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| Forum Financial Management | 43M | $1.9B | 1% | Sep 2026 |
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| Colony | 42M | $1.9B | -1% | Jun 2026 |
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| LPL Financial | 19M | $822M | 6% | Jun 2026 |
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| Buckingham Strategic Partners | 18M | $781M | -1% | Jun 2026 |
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| Apella Capital | 17M | $776M | 7% | Sep 2026 |
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| Envestnet Asset Management | 14M | $613M | 4% | Jun 2026 |
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| Savant Capital Management | 14M | $604M | 10% | Jun 2026 |
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| Greenspring Advisors | 13M | $561M | -5% | Jun 2026 |
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| Rockwood Wealth Management | 12M | $547M | 2% | Jun 2026 |
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| SJS Investment Consulting | 9.4M | $416M | 2% | Jun 2026 |
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| Geometric Wealth Advisors | 9.1M | $402M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 8.4M | $371M | 0% | Jun 2026 |
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| Plan | 7.9M | $350M | -24% | Jun 2026 |
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| Sontag Advisory | 7.5M | $335M | 1% | Jun 2026 |
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| Monograph Wealth Advisors | 7.1M | $313M | 3% | Jun 2026 |
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| Symmetry Partner | 6.7M | $298M | 0% | Jun 2026 |
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| Hanson McClain Advisors | 6.5M | $287M | -16% | Jun 2026 |
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| Bank of America Corporation | 5.9M | $264M | 1% | Jun 2026 |
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| Beacon Pointe Advisors | 5.9M | $261M | 0% | Jun 2026 |
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| Awm Capital | 5.8M | $257M | 12% | Sep 2026 |
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| Tfo-tdc | 5.7M | $253M | 22% | Jun 2026 |
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| Capstone Financial Advisors | 5.5M | $246M | 0% | Jun 2026 |
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| Raymond James Financial | 5.4M | $239M | 17% | Jun 2026 |
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| HighTower Advisors | 5.2M | $233M | -3% | Jun 2026 |
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| Vestmark Advisory Solutions | 5.0M | $224M | 0% | Jun 2026 |
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| Jackson Thornton Asset Management | 4.9M | $219M | 1% | Jun 2026 |
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| GeoWealth Management | 4.9M | $217M | -1% | Jun 2026 |
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| Modera Wealth Management | 4.8M | $213M | 0% | Jun 2026 |
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| JFS Wealth Advisors | 4.5M | $200M | 12% | Jun 2026 |
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| Baird Financial | 4.5M | $198M | 1% | Jun 2026 |
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| Asset Dedication | 4.5M | $198M | 0% | Jun 2026 |
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| HPM Partners | 4.4M | $197M | -1% | Jun 2026 |
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| Advisor Group Holdings | 4.3M | $192M | 90% | Jun 2026 |
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| Fundamentun | 4.2M | $189M | 2% | Jun 2026 |
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| Resources Investment Advisors | 4.2M | $188M | 5% | Jun 2026 |
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| Park Avenue Securities | 4.2M | $186M | 9% | Jun 2026 |
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| Pure Financial Advisors | 4.1M | $182M | -2% | Jun 2026 |
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| DecisionPoint Financial | 4.1M | $180M | 7% | Jun 2026 |
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| Austin Asset Management | 4.0M | $178M | -1% | Jun 2026 |
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| Evanson Financial | 4.0M | $177M | 0% | Sep 2026 |
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| Burton Enright Welch | 4.0M | $177M | 6% | Jun 2026 |
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| CI Private Wealth | 3.9M | $175M | -6% | Jun 2026 |
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| Rockbridge Investment Management, LCC | 3.8M | $170M | 1% | Jun 2026 |
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| McGlone Suttner Wealth Management | 3.8M | $171M | 0% | Sep 2026 |
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| Triune Financial Partners | 3.8M | $168M | 2% | Jun 2026 |
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| United Wealth Management | 3.8M | $168M | 0% | Jun 2026 |
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| Cardiff Park Advisors | 3.8M | $167M | -2% | Jun 2026 |
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| Onyx Financial Advisors | 3.7M | $167M | -1% | Sep 2026 |
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| Financial Plan | 3.7M | $164M | 5% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.6M | $164M | 15% | Sep 2026 |
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| Betterment | 3.5M | $156M | 3% | Jun 2026 |
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| von Borstel & Associates | 3.5M | $156M | 0% | Jun 2026 |
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| Integrity Advisory Solutions | 3.3M | $147M | 10% | Jun 2026 |
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| Mariner Wealth Advisors | 3.3M | $146M | -20% | Jun 2026 |
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| Catalyst Capital Advisors | 3.3M | $146M | -1% | Jun 2026 |
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| Millburn Ridgefield | 3.3M | $146M | -1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 3.3M | $145M | 5% | Jun 2026 |
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| Zhang Financial | 3.2M | $144M | -1% | Jun 2026 |
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| Syverson Strege & Co | 3.2M | $142M | 0% | Jun 2026 |
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| BCU Wealth Advisors | 3.2M | $142M | 5% | Sep 2026 |
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| Integrated Wealth Concepts | 3.2M | $140M | 1% | Jun 2026 |
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| Royal Bank of Canada | 3.1M | $137M | 2% | Jun 2026 |
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| Private Advisor | 3.0M | $134M | 6% | Jun 2026 |
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| Assetmark | 3.0M | $133M | -47% | Sep 2026 |
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| AQR Capital Management | 3.0M | $132M | 37% | Jun 2026 |
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| Conrad Siegel Investment Advisors | 3.0M | $131M | -4% | Sep 2026 |
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| Core Wealth Management | 2.9M | $129M | -3% | Sep 2026 |
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| Altiora Financial Group | 2.9M | $128M | 0% | Jun 2026 |
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| BetterWealth | 2.8M | $127M | 0% | Sep 2026 |
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| Creative Planning | 2.8M | $122M | 0% | Jun 2026 |
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| Discipline Wealth Solutions | 2.7M | $121M | 5% | Sep 2026 |
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| RAM Investment Partners | 2.7M | $119M | -1% | Sep 2026 |
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| Eaton-Cambridge | 2.6M | $116M | 0% | Jun 2026 |
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| Ark & Tlk Investments | 2.6M | $116M | 4% | Sep 2026 |
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| Parkshore Wealth Management | 2.6M | $115M | 9% | Sep 2026 |
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| HFM Investment Advisors | 2.6M | $115M | -1% | Jun 2026 |
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| New Capital Management | 2.6M | $114M | 0% | Jun 2026 |
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| Warwick Investment Management | 2.5M | $113M | 0% | Sep 2026 |
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| Kestra Advisory Services | 2.5M | $113M | 3% | Jun 2026 |
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| Integrity Alliance | 2.5M | $109M | -1% | Jun 2026 |
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| Keb Asset Management | 2.4M | $106M | 9% | Jun 2026 |
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| TCI Wealth Advisors | 2.4M | $106M | 1% | Jun 2026 |
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| Prudent Man Investment Management | 2.4M | $94M | 0% | Jun 2026 |
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| Henrickson Nauta Wealth Advisors | 2.4M | $105M | 3% | Jun 2026 |
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| Maseco | 2.4M | $105M | 12% | Jun 2026 |
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| Meridian Wealth Partners | 2.4M | $104M | -1% | Jun 2026 |
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| Sensible Money | 2.3M | $104M | 6% | Sep 2026 |
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| LRI Investments | 2.3M | $102M | -1% | Jun 2026 |
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| Heritage Investment Group | 2.3M | $102M | 1% | Jun 2026 |
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| Ruedi Wealth Management | 2.3M | $102M | 0% | Jun 2026 |
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| Goss Wealth Management | 2.3M | $102M | 0% | Jun 2026 |
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| SC&H Financial Advisors | 2.3M | $101M | 2% | Sep 2026 |
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| Verisail Partners | 2.2M | $97M | 0% | Sep 2026 |
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| ShankerValleau Wealth Advisors | 2.2M | $96M | -2% | Sep 2026 |
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| Master's Wealth Management | 2.1M | $93M | 6% | Sep 2026 |
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| Farther Finance Advisors | 2.1M | $92M | 35% | Sep 2026 |
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| Warburton Capital Management | 2.1M | $91M | 1% | Jun 2026 |
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| Jpmorgan Chase & Co | 2.0M | $90M | 100% | Jun 2026 |
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| Vance Wealth | 2.0M | $89M | 2% | Jun 2026 |
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| One Degree Advisors | 2.0M | $88M | 4% | Jun 2026 |
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| Brighton Jones | 2.0M | $87M | 11% | Jun 2026 |
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| Straight Path Wealth Management | 2.0M | $88M | 5% | Sep 2026 |
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| Sax Wealth Advisors | 2.0M | $87M | -9% | Sep 2026 |
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| Safeguard Investment Advisory Group | 1.9M | $86M | -5% | Jun 2026 |
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| Capstone Capital Wealth Advisors | 1.9M | $84M | 1% | Sep 2026 |
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| Mattern Wealth Management | 1.9M | $84M | 2% | Jun 2026 |
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| Financial Symmetry | 1.9M | $84M | 6% | Sep 2026 |
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| Cetera Investment Advisers | 1.9M | $84M | 1% | Jun 2026 |
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| Grand Wealth Management | 1.9M | $83M | 1% | Jun 2026 |
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| Planning Center | 1.9M | $83M | -1% | Jun 2026 |
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| Baker Boyer National Bank | 1.9M | $83M | 3% | Jun 2026 |
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| WNY Asset Management | 1.9M | $83M | 17% | Jun 2026 |
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| Chico Wealth RIA | 1.8M | $80M | 1% | Jun 2026 |
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| Creative Capital Management Investments | 1.8M | $78M | 8% | Jun 2026 |
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| Claris Advisors, Llc / Mo / | 1.7M | $75M | 3% | Jun 2026 |
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| UBS Group | 1.7M | $75M | 1% | Jun 2026 |
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| WorthPointe | 1.7M | $75M | -1% | Jun 2026 |
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| Shearwater Capital | 1.7M | $74M | -2% | Sep 2026 |
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| Andrews, Lucia Wealth Management | 1.6M | $73M | -3% | Jun 2026 |
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| Tillman Hartley | 1.6M | $73M | 1% | Jun 2026 |
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| Glassman Wealth Services | 1.6M | $72M | 3% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 1.6M | $72M | -3% | Sep 2026 |
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| Morton Capital Management | 1.6M | $72M | 2% | Sep 2026 |
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| Foundations Investment Advisors | 1.6M | $71M | 5% | Jun 2026 |
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| Smartleaf Asset Management | 1.6M | $70M | 0% | Jun 2026 |
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| Wealth Advisors Northwest | 1.6M | $70M | 5% | Jun 2026 |
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| Fifth Third Bancorp | 1.6M | $70M | -3% | Jun 2026 |
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| Aspen Capital Management | 1.6M | $70M | 6% | Jun 2026 |
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| Ballentine Capital Advisors | 1.6M | $69M | 1% | Sep 2026 |
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| Perigon Wealth Management | 1.5M | $68M | -3% | Sep 2026 |
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| Strathmore Capital Advisors | 1.5M | $68M | 6% | Jun 2026 |
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| True Wealth Design | 1.5M | $65M | -2% | Sep 2026 |
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| Cypress Point Wealth Management | 1.4M | $63M | 3% | Jun 2026 |
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| Trust Co of the South | 1.4M | $63M | 9% | Sep 2026 |
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| Applied Capital | 1.4M | $62M | 2% | Jun 2026 |
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| BKD Wealth Advisors | 1.4M | $61M | -5% | Sep 2026 |
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| CLS Investments | 1.4M | $60M | -2% | Jun 2026 |
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| EP Wealth Advisors | 1.4M | $60M | -1% | Jun 2026 |
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| Passive Capital Management | 1.3M | $53M | -5% | Jun 2026 |
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| Northwest Wealth Management | 1.3M | $60M | 2% | Jun 2026 |
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| Capital Performance Advisors | 1.3M | $60M | -2% | Jun 2026 |
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| Quantinno Capital Management | 1.3M | $58M | 29% | Jun 2026 |
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| Rs Crum | 1.3M | $57M | -1% | Sep 2026 |
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| Midwest Heritage Bank | 1.3M | $57M | 0% | Jun 2026 |
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| Bannerman Wealth Management Group | 1.3M | $57M | 2% | Sep 2026 |
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| Demming Financial Services Corp | 1.3M | $56M | 2% | Jun 2026 |
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| Lauterbach Financial Advisors | 1.2M | $53M | -1% | Sep 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 | 2.7M | $122M |
| Monument Group Wealth Advisors | Jun 2026 | 2.2M | $96M |
| Porter White Investment Advisors | Jun 2026 | 2.1M | $93M |
| HB Wealth Management | Jun 2026 | 1.8M | $81M |