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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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 | 11M | $270M | 19% | Dec 2023 |
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| Forum Financial Management | 6.2M | $159M | 5% | Dec 2023 |
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| Vista Wealth Management Group | 5.8M | $149M | 2% | Dec 2023 |
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| Carlson Capital Management | 3.8M | $103M | -25% | Mar 2024 |
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| HighTower Advisors | 2.0M | $50M | 11% | Dec 2023 |
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| Planning Center | 1.7M | $43M | 3% | Dec 2023 |
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| Bank Of Montreal | 1.6M | $42M | 45% | Dec 2023 |
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| Aprio Wealth Management | 1.5M | $41M | 14% | Mar 2024 |
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| CI Private Wealth | 1.3M | $33M | 2% | Dec 2023 |
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| Bridgewater Advisors | 1.2M | $30M | 6% | Dec 2023 |
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| Satovsky Asset Management | 899k | $23M | 2% | Dec 2023 |
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| Buckingham Asset Management | 724k | $19M | 260% | Dec 2023 |
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| Jane Street | 719k | $18M | -70% | Dec 2023 |
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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 | 626k | $16M | 100% | Dec 2023 |
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| Sax Wealth Advisors | 554k | $14M | 27% | Dec 2023 |
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| Clarius | 550k | $15M | 3579% | Mar 2024 |
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| Efficient Advisors | 472k | $12M | 1% | Dec 2023 |
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| Market Street Wealth Management Advisors | 471k | $13M | 10% | Mar 2024 |
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| True Wealth Design | 442k | $11M | 9% | Dec 2023 |
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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 | 399k | $10M | 9% | Dec 2023 |
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| Buckingham Strategic Partners | 364k | $9.3M | 221% | Dec 2023 |
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| AE Wealth Management | 333k | $8.5M | 13% | Dec 2023 |
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| Grunden Financial Advisory | 328k | $8.4M | 100% | Dec 2023 |
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| Walden Wealth Partners | 307k | $7.9M | 100% | Dec 2023 |
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| Warren Averett Asset Management | 300k | $7.7M | 10% | Dec 2023 |
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| Fischer Investment Strategies | 297k | $7.6M | 164% | Dec 2023 |
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| Sequoia Financial Advisors | 277k | $7.1M | 27% | Dec 2023 |
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| CPA Asset Management | 270k | $6.9M | 4% | Dec 2023 |
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| Meredith Wealth Planning | 267k | $6.9M | 85% | Dec 2023 |
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| Vestmark Advisory Solutions | 265k | $6.8M | 21% | Dec 2023 |
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| Liberty Wealth Management | 260k | $6.7M | 0% | Dec 2023 |
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| Oceanside Advisors | 238k | $6.1M | 100% | Dec 2023 |
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| Beacon Pointe Advisors | 235k | $6.0M | -1% | Dec 2023 |
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| Fortress Wealth Management | 196k | $5.3M | 5% | Mar 2024 |
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| Family Wealth Partners | 189k | $5.1M | 64% | Mar 2024 |
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| Dynamic Advisors Solutions | 177k | $4.8M | 11% | Mar 2024 |
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| MB Generational Wealth | 169k | $4.3M | 100% | Dec 2023 |
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| Waterfront Wealth | 162k | $4.1M | -1% | Dec 2023 |
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| Retirement Solution | 154k | $4.0M | 2% | Dec 2023 |
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| PBMares Wealth Management | 151k | $3.9M | 48% | Dec 2023 |
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| Bank of America Corporation | 128k | $3.3M | 60% | Dec 2023 |
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| Chicago Partners Investment | 124k | $3.1M | 28% | Dec 2023 |
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| Commonwealth Equity Services | 123k | $3.2M | -6% | Dec 2023 |
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| Applied Capital | 115k | $3.0M | 1% | Dec 2023 |
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| Claris Advisors, Llc / Mo / | 107k | $2.7M | 31% | Dec 2023 |
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| Envision Financial Planning | 105k | $2.7M | 22% | Dec 2023 |
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| Royal Bank of Canada | 97k | $2.5M | 8% | Dec 2023 |
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| Yeomans Consulting Group | 92k | $2.4M | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 91k | $2.3M | -6% | Dec 2023 |
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| Abel Hall | 91k | $2.3M | 100% | Dec 2023 |
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| RCS Financial Planning | 91k | $2.3M | 2% | Dec 2023 |
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| Quadcap Wealth Management | 74k | $1.9M | 100% | Dec 2023 |
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| Savant Capital Management | 74k | $1.9M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 71k | $1.8M | 14% | Dec 2023 |
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| Tortoise Investment Management | 66k | $1.7M | -9% | Dec 2023 |
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| Breakwater Capital Group | 66k | $1.8M | 450% | Mar 2024 |
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| Hutchinson Capital Management | 63k | $1.6M | 11% | Dec 2023 |
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| Nwam | 58k | $1.5M | 2% | Dec 2023 |
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| Mraz, Amerine & Associates | 57k | $1.5M | -1% | Dec 2023 |
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| PFG Advisors | 57k | $1.5M | 14% | Dec 2023 |
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| Meritas Wealth Management | 55k | $1.5M | 198% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 55k | $1.4M | 42% | Dec 2023 |
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| Evanson Asset Management | 55k | $1.5M | 14% | Mar 2024 |
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| Northwest Wealth Management | 54k | $1.4M | 12% | Dec 2023 |
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| SC&H Financial Advisors | 51k | $1.3M | 0% | Dec 2023 |
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| Drive Wealth Management | 50k | $1.4M | 21% | Mar 2024 |
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| Global Trust Asset Management | 50k | $1.3M | 0% | 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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| Stifel Financial | 42k | $1.1M | 16% | Dec 2023 |
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| Lincoln National | 41k | $1.0M | 6% | Dec 2023 |
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| Aspiriant | 40k | $1.1M | 0% | Mar 2024 |
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| Schubert & Co | 37k | $956k | 0% | Dec 2023 |
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| Flow Traders US | 37k | $948k | -85% | Dec 2023 |
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| Cambridge Investment Research Advisors | 37k | $940k | 8% | Dec 2023 |
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| Apollon Wealth Management | 36k | $932k | 130% | Dec 2023 |
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| Robertson Stephens Wealth Management | 34k | $866k | 5% | Dec 2023 |
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| EverSource Wealth Advisors | 33k | $836k | 254% | Dec 2023 |
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| Milestone Investment Advisors | 32k | $825k | -12% | Dec 2023 |
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| Ronald Blue Trust | 32k | $743k | 19% | Dec 2023 |
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| Wealthsource Partners | 29k | $750k | -1% | Dec 2023 |
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| Creative Planning | 26k | $660k | -5% | Dec 2023 |
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| SageView Advisory Group | 25k | $641k | -1% | Dec 2023 |
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| Branch Banking & Trust Company | 24k | $610k | 21% | Dec 2023 |
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| Firethorn Wealth Partners | 23k | $631k | 49% | Mar 2024 |
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| Wealthspan Partners | 23k | $591k | 4% | Dec 2023 |
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| Cardiff Park Advisors | 21k | $532k | 6% | Dec 2023 |
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| Caprock | 20k | $513k | 0% | Dec 2023 |
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| Andrews, Lucia Wealth Management | 20k | $507k | -7% | Dec 2023 |
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| Advisor Group Holdings | 19k | $499k | -83% | Dec 2023 |
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| Wealthcare Advisory Partners | 19k | $505k | 5% | Mar 2024 |
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| Midwest Heritage Bank | 18k | $472k | 35% | Dec 2023 |
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| Wetherby Asset Management | 18k | $460k | 0% | Dec 2023 |
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| Dopkins Wealth Management | 17k | $424k | 39% | Dec 2023 |
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| Birchcreek Wealth Management | 15k | $388k | 0% | Dec 2023 |
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| UBS Group | 15k | $372k | 58% | Dec 2023 |
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| Gemmer Asset Management | 14k | $367k | -4% | Dec 2023 |
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| Kestra Advisory Services | 14k | $367k | 24% | Dec 2023 |
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| GEM Asset Management | 14k | $365k | 0% | Dec 2023 |
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| Garrett Investment Advisors | 13k | $340k | 3% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 12k | $312k | -8% | Dec 2023 |
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| Pine Harbor Wealth Management | 11k | $286k | 100% | Dec 2023 |
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| Betterment | 11k | $280k | -2% | Dec 2023 |
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| Advisory Services Network | 10k | $265k | 7% | Dec 2023 |
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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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| Bedel Financial Consulting | 9.3k | $237k | 0% | Dec 2023 |
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| Elevate Wealth Advisory | 9.2k | $235k | 100% | Dec 2023 |
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| 25 | 9.0k | $231k | 100% | Dec 2023 |
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| Disciplined Investments | 9.0k | $243k | 100% | Mar 2024 |
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| Heritage Wealth Management, Inc./Texas | 9.0k | $230k | 0% | Dec 2023 |
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| JustInvest | 8.8k | $226k | 100% | Dec 2023 |
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| Altiora Financial Group | 8.8k | $236k | 100% | Mar 2024 |
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| Tranquility Partners | 8.6k | $220k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 8.4k | $227k | -13% | Mar 2024 |
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| B.O.S.S. Retirement Advisors | 8.3k | $213k | 100% | Dec 2023 |
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| Mattern Wealth Management | 8.2k | $211k | 100% | Dec 2023 |
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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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| Nalls Sherbakoff Group | 6.5k | $167k | 0% | Dec 2023 |
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| Phillips Financial Management | 5.4k | $137k | 62% | Dec 2023 |
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| CWM | 5.1k | $137k | 0% | Mar 2024 |
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| Spire Wealth Management | 4.2k | $105k | 1669% | Dec 2023 |
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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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| Aspire Private Capital | 2.9k | $79k | 51% | Mar 2024 |
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| Aspire Wealth Management Corp | 2.7k | $69k | 0% | Dec 2023 |
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| Farther Finance Advisors | 1.9k | $48k | -22% | Dec 2023 |
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| Emerald Investment Partners | 1.5k | $39k | -14% | Dec 2023 |
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| Steward Partners Investment Advisory | 1.1k | $29k | 100% | Dec 2023 |
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| Mather Group | 852.00 | $22k | 100% | Mar 2024 |
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| Maryland Capital Advisors | 685.00 | $19k | 661% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 533.00 | $14k | 41% | Dec 2023 |
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| Lindbrook Capital | 431.00 | $11k | 0% | Dec 2023 |
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| Able Wealth Management | 226.00 | $5.8k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 173.00 | $4.4k | 0% | Dec 2023 |
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| American Capital Advisory | 37.00 | $950.000900 | 100% | Dec 2023 |
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| Lee Financial | 11.00 | $283.000300 | 0% | Dec 2023 |
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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 |
| Citadel Advisors | Sep 2023 | 66k | $1.5M |
| Monticello Wealth Management | Sep 2023 | 9.3k | $216k |
| Hallmark Capital Management | Sep 2023 | 252.00 | $5.8k |