Who owns DIMENSIONAL ETF TRUST?
- CUSIP Number: 25434v815
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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 |
|---|---|---|---|---|---|
| Savant Capital Management | 25M | $976M | 32% | Jun 2026 |
|
| JMG Financial Group | 6.3M | $245M | 2% | Jun 2026 |
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| Colony | 4.7M | $182M | 4% | Jun 2026 |
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| Cetera Investment Advisers | 4.7M | $182M | 21% | Jun 2026 |
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| HPM Partners | 4.5M | $173M | 4% | Jun 2026 |
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| Comprehensive Portfolio Management | 4.1M | $158M | 5% | Jun 2026 |
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| CI Private Wealth | 3.2M | $126M | -56% | Jun 2026 |
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| Index Fund Advisors | 2.8M | $110M | 3% | Jun 2026 |
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| Pathstone Holdings | 2.7M | $104M | -3% | Jun 2026 |
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| Envestnet Asset Management | 2.4M | $92M | 4% | Jun 2026 |
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| LPL Financial | 2.4M | $92M | 7% | Jun 2026 |
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| Buckingham Strategic Partners | 2.2M | $86M | 6% | Jun 2026 |
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| Creative Planning | 2.2M | $85M | -1% | Jun 2026 |
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| Arista Wealth Management | 2.2M | $84M | 2% | Jun 2026 |
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| Raymond James Financial | 2.0M | $76M | 1% | Jun 2026 |
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| Bank of America Corporation | 1.7M | $66M | 8% | Jun 2026 |
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| Vestmark Advisory Solutions | 1.5M | $58M | 0% | Jun 2026 |
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| EP Wealth Advisors | 1.3M | $52M | -6% | Jun 2026 |
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| Truepoint | 1.2M | $46M | -11% | Jun 2026 |
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| Coldstream Capital Management | 1.1M | $44M | -49% | Jun 2026 |
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| Mosaic Family Wealth Partners | 1.0M | $40M | 3% | Jun 2026 |
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| Advisor Group Holdings | 969k | $38M | 24% | Jun 2026 |
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| Integrity Advisory Solutions | 940k | $37M | 9% | Jun 2026 |
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| Harbour Investments | 930k | $36M | 7% | Jun 2026 |
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| Seaside Wealth Management | 923k | $36M | 2% | Jun 2026 |
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| Northern Trust | 906k | $35M | 7% | Jun 2026 |
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| United Wealth Management | 904k | $35M | 1% | Jun 2026 |
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| Jackson Thornton Asset Management | 873k | $34M | 2% | Jun 2026 |
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| Beacon Pointe Advisors | 848k | $33M | 4% | Jun 2026 |
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| von Borstel & Associates | 839k | $33M | 1% | Jun 2026 |
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| HighTower Advisors | 806k | $31M | 2% | Jun 2026 |
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| Zhang Financial | 751k | $29M | 7% | Jun 2026 |
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| Diversified Portfolios | 735k | $29M | 6% | Jun 2026 |
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| Rather & Kittrell | 719k | $28M | 4% | Jun 2026 |
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| Sequoia Financial Advisors | 715k | $28M | -2% | Jun 2026 |
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| Integrity Alliance | 705k | $27M | 0% | Jun 2026 |
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| Resources Investment Advisors | 666k | $26M | 6% | Jun 2026 |
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| Commonwealth Equity Services | 645k | $25M | -1% | Jun 2026 |
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| Wealth Dimensions Group | 587k | $23M | 1% | Jun 2026 |
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| Safeguard Investment Advisory Group | 584k | $23M | -4% | Jun 2026 |
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| Wealth Advisors Northwest | 565k | $22M | 3% | Jun 2026 |
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| Alpha Financial Advisors | 516k | $20M | 0% | Jun 2026 |
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| Royal Bank of Canada | 512k | $20M | -24% | Jun 2026 |
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| Geneos Wealth Management | 492k | $19M | 1% | Jun 2026 |
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| Goss Wealth Management | 486k | $19M | -4% | Jun 2026 |
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| Betterment | 465k | $18M | 4% | Jun 2026 |
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| Mariner Wealth Advisors | 463k | $18M | 6% | Jun 2026 |
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| Tobias Financial Advisors | 461k | $18M | 3% | Jun 2026 |
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| Rockefeller Capital Management | 447k | $17M | -1% | Jun 2026 |
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| Action Point Financial Planning | 443k | $17M | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 438k | $17M | 100% | Jun 2026 |
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| Timonier Family Office | 436k | $17M | 100% | Jun 2026 |
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| Scratch Capital | 433k | $17M | 7% | Jun 2026 |
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| Hanson McClain Advisors | 426k | $17M | -51% | Jun 2026 |
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| Oceanside Advisors | 423k | $16M | 2% | Jun 2026 |
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| Parkwoods Wealth Partners | 414k | $16M | 31% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 412k | $16M | 20% | Jun 2026 |
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| Honkamp Krueger Financial Services | 393k | $15M | -5% | Jun 2026 |
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| Greenline Partners | 388k | $15M | 0% | Jun 2026 |
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| Cardiff Park Advisors | 386k | $15M | 0% | Jun 2026 |
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| RFG Advisory | 374k | $15M | 2% | Jun 2026 |
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| Navigoe | 373k | $15M | 2% | Jun 2026 |
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| Mml Investors Services | 369k | $14M | 13% | Jun 2026 |
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| Avant Financial Advisors | 362k | $14M | 9% | Jun 2026 |
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| Kestra Advisory Services | 348k | $14M | 4% | Jun 2026 |
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| Keb Asset Management | 342k | $13M | 0% | Jun 2026 |
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| Plan | 327k | $13M | 0% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 321k | $13M | 1% | Jun 2026 |
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| Ubs Global Asset Management Americas | 299k | $12M | 0% | Jun 2026 |
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| Aspen Capital Management | 296k | $12M | 5% | Jun 2026 |
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| Tortoise Investment Management | 292k | $11M | 1% | Jun 2026 |
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| Waterford Advisors | 289k | $11M | 1% | Jun 2026 |
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| Branch Banking & Trust Company | 287k | $11M | 280% | Jun 2026 |
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| Cambridge Investment Research Advisors | 284k | $11M | -2% | Jun 2026 |
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| Sentinel Wealth Management | 276k | $11M | 2% | Jun 2026 |
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| Eqis Capital Management | 270k | $11M | -6% | Jun 2026 |
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| Jones Financial Companies, L.L | 265k | $10M | 31% | Jun 2026 |
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| TCI Wealth Advisors | 256k | $9.9M | -2% | Jun 2026 |
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| CLS Investments | 254k | $9.8M | 5% | Jun 2026 |
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| Vise Technologies | 242k | $9.4M | -47% | Jun 2026 |
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| McLean Asset Management Corp | 242k | $9.6M | 2% | Jun 2026 |
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| Advisory Alpha | 238k | $9.2M | 7% | Jun 2026 |
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| Ancora Advisors | 235k | $9.1M | 9% | Jun 2026 |
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| Susquehanna International | 216k | $8.4M | 100% | Jun 2026 |
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| Eq Wealth Advisors | 215k | $8.3M | -4% | Jun 2026 |
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| Moneta Group Investment Advisors | 215k | $8.3M | 5% | Jun 2026 |
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| Strathmore Capital Advisors | 211k | $8.3M | 15% | Jun 2026 |
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| Pinney & Scofield | 206k | $8.0M | -1% | Jun 2026 |
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| Vantage Point Financial | 204k | $7.9M | 10% | Jun 2026 |
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| Collective Family Office | 204k | $7.6M | 0% | Sep 2026 |
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| Stifel Financial | 201k | $7.8M | 5% | Jun 2026 |
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| B&D White Capital Company | 190k | $7.4M | 15% | Jun 2026 |
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| Sontag Advisory | 184k | $7.1M | 683% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 166k | $6.5M | 11% | Jun 2026 |
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| Aviance Capital Partners | 166k | $6.4M | 5% | Jun 2026 |
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| Disciplined Investors | 161k | $6.2M | 12% | Jun 2026 |
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| American Investment Services | 156k | $6.0M | 1% | Jun 2026 |
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| Melfa Wealth Management | 155k | $6.0M | 14% | Jun 2026 |
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| V2 Financial group | 152k | $5.9M | 19% | Jun 2026 |
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| Burk Holdings | 150k | $5.8M | -2% | Jun 2026 |
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| Kane Co Wealth Management | 145k | $5.6M | 0% | Jun 2026 |
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| Quent Capital | 140k | $5.4M | 10% | Jun 2026 |
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| Hill Investment Group Partners | 133k | $5.1M | -2% | Jun 2026 |
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| Warburton Capital Management | 127k | $4.9M | 88% | Jun 2026 |
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| Summit Wealth Group | 123k | $4.8M | -1% | Jun 2026 |
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| AQR Capital Management | 121k | $4.7M | 27% | Jun 2026 |
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| Summit Financial | 119k | $4.6M | -2% | Jun 2026 |
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| IFG Advisory | 118k | $4.6M | 2811% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 116k | $4.5M | -1% | Jun 2026 |
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| UBS Group | 116k | $4.5M | 1% | Jun 2026 |
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| Squire Investment Management Company | 115k | $4.5M | 1% | Jun 2026 |
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| Quantum Financial Advisors | 114k | $4.4M | 6% | Jun 2026 |
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| SNS Financial | 114k | $4.4M | 31% | Jun 2026 |
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| Anchor Bay Capital | 112k | $4.5M | 100% | Jun 2026 |
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| WealthCollab | 105k | $4.1M | 0% | Jun 2026 |
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| Schubert & Co | 103k | $4.0M | 0% | Jun 2026 |
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| Vance Wealth | 103k | $4.0M | 6% | Jun 2026 |
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| Advyzon Investment Management | 101k | $3.9M | -2% | Jun 2026 |
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| Team Hewins | 99k | $3.8M | -5% | Jun 2026 |
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| Union Bankshares | 98k | $3.8M | 4% | Jun 2026 |
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| Royal Harbor Partners | 98k | $3.8M | 3% | Jun 2026 |
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| Mercer Global Advisors | 98k | $3.8M | 35% | Jun 2026 |
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| Commerce Bank N A | 97k | $3.8M | -1% | Jun 2026 |
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| CSS | 93k | $3.6M | -7% | Jun 2026 |
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| Wealthfront Advisers | 91k | $3.5M | 9% | Jun 2026 |
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| Bayshore Asset Management | 90k | $3.5M | 4% | Jun 2026 |
|
| Burton Enright Welch | 89k | $3.5M | 0% | Jun 2026 |
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| Merit Financial Group | 89k | $3.5M | -4% | Jun 2026 |
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| Oakmont Partners | 89k | $3.4M | 10% | Jun 2026 |
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| Lam Group | 88k | $3.3M | -8% | Sep 2026 |
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| Savvy Advisors | 87k | $3.4M | 15% | Jun 2026 |
|
| Tru Independence Asset Management 2 | 85k | $3.3M | -7% | Jun 2026 |
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| Oak Wealth Advisors | 85k | $3.3M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 84k | $3.3M | 16% | Jun 2026 |
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| Sanctuary Advisors | 84k | $3.2M | 3% | Jun 2026 |
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| Mission Hills Financial Advisory | 82k | $3.2M | 100% | Jun 2026 |
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| Strategic Investment Solutions | 82k | $3.2M | 7% | Jun 2026 |
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| Trailhead Planners | 82k | $3.2M | -13% | Jun 2026 |
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| Daner Wealth Management | 79k | $3.2M | 15% | Jun 2026 |
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| Northwest Wealth Management | 78k | $3.0M | -6% | Jun 2026 |
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| W.H. Cornerstone Investments | 78k | $3.0M | -13% | Jun 2026 |
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| Rehmann Capital Advisory | 77k | $3.0M | -1% | Jun 2026 |
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| Wells Fargo & Company | 76k | $3.0M | 1008% | Jun 2026 |
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| Ruedi Wealth Management | 73k | $2.8M | 0% | Jun 2026 |
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| Roberts Glore & Co | 71k | $2.7M | -5% | Jun 2026 |
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| Brady Martz Wealth Solutions | 70k | $2.7M | -4% | Jun 2026 |
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| WorthPointe | 70k | $2.7M | -10% | Jun 2026 |
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| MB Generational Wealth | 69k | $2.7M | 7% | Jun 2026 |
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| Integrated Wealth Concepts | 69k | $2.7M | -26% | Jun 2026 |
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| Horizon Investments | 52k | $2.0M | -50% | Jun 2026 |
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| Tower Research Capital | 48k | $1.9M | -53% | Jun 2026 |
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| Renaissance Technologies | 37k | $1.4M | -59% | Jun 2026 |
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| EverSource Wealth Advisors | 1.0k | $39k | -99% | Jun 2026 |
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