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
Beaird Harris Wealth Management 1.7M $39M 3% Dec 2023
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Elwood & Goetz Wealth Advisory Group 1.7M $38M 5% Dec 2023
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HighTower Advisors 1.6M $37M 35% Dec 2023
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Strategic Investment Solutions 1.5M $31M 4286% Sep 2023
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Bridgeworth 1.3M $30M 2% Dec 2023
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RAM Investment Partners 1.1M $25M -6% Dec 2023
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Rather & Kittrell 814k $19M 3% Dec 2023
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Brown Financial Advisory 675k $15M 3% Dec 2023
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BKD Wealth Advisors 583k $13M 4% Dec 2023
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AE Wealth Management 549k $12M 33% Dec 2023
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Bridgewater Advisors 511k $12M 28% Dec 2023
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Integrated Wealth Concepts 504k $9.8M 2% Sep 2023
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Forum Financial Management 416k $9.4M -9% Dec 2023
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Crestmont Private Wealth 391k $8.9M 100% Dec 2023
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Arista Wealth Management 370k $8.4M -46% Dec 2023
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Core Wealth Management 368k $8.4M 3% Dec 2023
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Fidato Wealth 362k $8.2M 100% Dec 2023
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Great Oak Capital Partners 361k $8.2M 100% Dec 2023
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Phillips Financial Management 360k $8.2M 5% Dec 2023
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Retirement Solution 343k $7.8M 4% Dec 2023
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Root Financial Partners 339k $7.7M 31% Dec 2023
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Asset Planning Corporation 337k $7.7M 12% Dec 2023
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Commonwealth Equity Services 331k $7.5M 16% Dec 2023
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Savant Capital Management 297k $6.7M -27% Dec 2023
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Mercer Global Advisors 295k $6.7M 149% Dec 2023
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Beacon Pointe Advisors 290k $6.6M 19% Dec 2023
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Austin Wealth Management 275k $6.0M -18% Dec 2023
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Pinnacle Financial Group, LLC / IL 260k $5.1M 8% Sep 2023
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Willow Creek Wealth Management 251k $4.9M 5% Sep 2023
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Wealth Dimensions Group 244k $5.5M 45% Dec 2023
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Sequoia Financial Advisors 241k $5.5M 14% Dec 2023
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FirstPurpose Wealth 238k $4.6M 11% Sep 2023
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Carlson Capital Management 231k $5.3M -44% Dec 2023
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Rockwood Wealth Management 202k $4.6M 69% Dec 2023
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Onyx Financial Advisors 196k $4.4M 16% Dec 2023
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Steward Financial Group 195k $3.8M 28% Sep 2023
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Resource Consulting Group 193k $4.4M 30% Dec 2023
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Dynamic Advisors Solutions 190k $4.2M 17% Dec 2023
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Ruedi Wealth Management 178k $4.0M 20% Dec 2023
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Sax Wealth Advisors 175k $4.0M 114% Dec 2023
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Helen Stephens Group 175k $4.0M 18% Dec 2023
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Vista Wealth Management Group 169k $3.9M -9% Dec 2023
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Oceanside Advisors 167k $3.8M 100% Dec 2023
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Goss Wealth Management 166k $3.2M 3% Sep 2023
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Gradient Capital Advisors 159k $3.6M 0% Dec 2023
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Annapolis Financial Services 156k $3.5M 25% Dec 2023
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Mariner Wealth Advisors 150k $3.4M 34% Dec 2023
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Raymond James Financial Services Advisors 148k $3.4M 100% Dec 2023
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LPL Financial 148k $2.9M -28% Sep 2023
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Satovsky Asset Management 133k $3.0M -1% Dec 2023
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Buckingham Asset Management 133k $3.0M 86% Dec 2023
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Pathstone Holdings 131k $3.0M 100% Dec 2023
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Evanson Asset Management 131k $3.0M 14% Dec 2023
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PBMares Wealth Management 131k $3.0M 44% Dec 2023
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Straight Path Wealth Management 127k $2.9M 19% Dec 2023
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DecisionPoint Financial 125k $2.8M 3% Dec 2023
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Chicago Partners Investment 123k $2.7M 14% Dec 2023
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Grand Wealth Management 116k $2.6M -2% Dec 2023
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Pathstone Family Office 112k $1.3M -4% Sep 2023
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Maryland Capital Advisors 109k $2.5M 24% Dec 2023
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White Wing Wealth Management 105k $2.4M 100% Dec 2023
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Betterment 100k $2.3M 38% Dec 2023
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Integrity Wealth Solutions 99k $2.3M 100% Dec 2023
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Jentner 96k $2.2M -51% Dec 2023
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RFG Advisory 96k $2.2M 302% Dec 2023
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Apollon Wealth Management 94k $2.1M -3% Dec 2023
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Monument Group Wealth Advisors 94k $2.1M 100% Dec 2023
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CI Private Wealth 93k $2.1M -2% Dec 2023
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CarsonAllaria Wealth Management 89k $2.0M 18% Dec 2023
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Signature Resources Capital Management 88k $2.0M 100% Dec 2023
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Resource Planning Group 88k $2.5M 100% Dec 2023
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Disciplined Investments 88k $2.0M 9% Dec 2023
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Summit Wealth Group 88k $2.0M 9% Dec 2023
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RCS Financial Planning 82k $1.9M 1% Dec 2023
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SageView Advisory Group 80k $1.8M 1% Dec 2023
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WPWealth 77k $1.7M -35% Dec 2023
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Tillman Hartley 74k $1.7M 7% Dec 2023
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Mml Investors Services 69k $1.3M 8% Sep 2023
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Glass Jacobson Investment Advisors 67k $1.5M 94% Dec 2023
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Builder Investment Group 62k $1.4M 18% Dec 2023
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Garrett Investment Advisors 61k $1.4M 21% Dec 2023
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Forum Private Client Group 61k $1.4M 100% Dec 2023
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Sowell Financial Services 61k $1.4M 4% Dec 2023
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Jane Street 61k $1.4M 100% Dec 2023
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Applied Capital 60k $1.4M 6% Dec 2023
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American Investment Services 60k $1.4M 24% Dec 2023
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JMG Financial Group 59k $1.3M 308% Dec 2023
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PFG Advisors 58k $1.3M 13% Dec 2023
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Envestnet Asset Management 57k $1.1M -25% Sep 2023
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DiNuzzo Private Wealth 55k $1.3M 100% Dec 2023
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Advisor Partners Ii 55k $1.1M -7% Sep 2023
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BCU Wealth Advisors 54k $1.2M 100% Dec 2023
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Total Clarity Wealth Management 54k $1.2M 100% Dec 2023
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Ml & R Wealth Management 51k $1.2M 100% Dec 2023
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Hutchinson Capital Management 51k $1.2M -7% Dec 2023
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Sterling Financial Planning 51k $1.1M 32% Dec 2023
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Arcadia Wealth Management 48k $1.1M 100% Dec 2023
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Moisand Fitzgerald Tamayo 47k $1.1M 1% Dec 2023
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Legacy Financial Group 44k $861k 58% Sep 2023
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Andrews, Lucia Wealth Management 44k $999k 17% Dec 2023
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Kestra Advisory Services 42k $954k -8% Dec 2023
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Heritage Wealth Management 41k $926k 100% Dec 2023
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Advisory Alpha 39k $886k -8% Dec 2023
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Hemington Wealth Management 39k $877k 100% Dec 2023
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SOL Capital Management 38k $867k 100% Dec 2023
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Drive Wealth Management 35k $802k -22% Dec 2023
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Global Trust Asset Management 35k $788k -25% Dec 2023
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Susquehanna International 34k $666k 34% Sep 2023
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Creative Planning 34k $774k 100% Dec 2023
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Buckingham Strategic Partners 31k $711k 100% Dec 2023
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Firethorn Wealth Partners 31k $709k -26% Dec 2023
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Advisor Group Holdings 26k $601k -42% Dec 2023
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Diversified Portfolios 26k $600k 100% Dec 2023
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CPA Asset Management 26k $587k 16% Dec 2023
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Fonville Wealth Management 23k $522k 100% Dec 2023
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Austin Asset Management 23k $514k 70% Dec 2023
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Vawter Financial 22k $432k -13% Sep 2023
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Five Oceans Advisors 22k $494k -8% Dec 2023
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Heritage Wealth Management, Inc./Texas 20k $456k 100% Dec 2023
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Flagstone Financial Management 19k $438k 100% Dec 2023
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Northwest Wealth Management 19k $435k 2% Dec 2023
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Sprinkle Financial Consultants 19k $431k 100% Dec 2023
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Morton Capital Management 18k $401k -3% Dec 2023
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Dodds Wealth 17k $393k 100% Dec 2023
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Bridge Advisory 17k $390k -8% Dec 2023
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Wealth Enhancement Advisory Services 16k $371k 28% Dec 2023
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Lodestone Wealth Management 16k $470k 100% Dec 2023
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CFS Investment Advisory Services 16k $313k 0% Sep 2023
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SC&H Financial Advisors 16k $360k -49% Dec 2023
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U.S. Capital Wealth Advisors 15k $341k 8% Dec 2023
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Hutchens & Kramer Investment Management Group 14k $316k -16% Dec 2023
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Greenspring Advisors 14k $316k 0% Dec 2023
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DBK Financial Counsel 14k $311k -73% Dec 2023
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Mission Wealth Management 13k $298k 100% Dec 2023
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TAGStone Capital 13k $292k 100% Dec 2023
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Yoder Wealth Management 12k $280k 100% Dec 2023
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Modera Wealth Management 12k $279k 0% Dec 2023
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TCI Wealth Advisors 12k $267k 100% Dec 2023
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Sawtooth Asset Management 12k $262k 100% Dec 2023
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Elevate Wealth Advisory 12k $261k 100% Dec 2023
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Tortoise Investment Management 11k $258k 17% Dec 2023
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Private Advisor 11k $246k 100% Dec 2023
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Brookstone Capital Management 11k $246k -1% Dec 2023
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Cardiff Park Advisors 9.8k $223k 0% Dec 2023
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Townsquare Capital 9.4k $214k 100% Dec 2023
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Walkner Condon Financial Advisors 9.3k $211k 100% Dec 2023
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Spinnaker Investment Group 9.0k $205k -96% Dec 2023
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Royal Bank of Canada 7.7k $174k -65% Dec 2023
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Umb Bank N A 6.9k $156k 41% Dec 2023
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Spire Wealth Management 6.2k $138k 116% Dec 2023
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Bay Harbor Wealth Management 353.00 $8.0k -97% Dec 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Advisory Services & Investments Jun 2023 194k $4.2M
Waypoint Capital Advisors Sep 2023 22k $432k
Goldman Sachs Group Sep 2023 20k $380k
Cravens & Co Advisors Sep 2023 19k $363k
Wolff Wiese Magana Sep 2023 16k $308k
Citadel Advisors Sep 2023 14k $268k