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
Mercer Global Advisors 52M $2.2B 6% Jun 2026
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Colony 22M $896M 5% Jun 2026
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Pure Financial Advisors 8.3M $345M 6% Jun 2026
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Envestnet Asset Management 4.1M $171M 12% Jun 2026
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Buckingham Strategic Partners 3.9M $161M 17% Jun 2026
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Hanson McClain Advisors 3.6M $151M -19% Jun 2026
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TCI Wealth Advisors 3.4M $140M 33% Jun 2026
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Petersen Hastings Wealth Advisors 3.0M $126M 2% Jun 2026
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CI Private Wealth 2.8M $118M -25% Jun 2026
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Alesco Advisors 2.7M $111M 1% Jun 2026
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Park Avenue Securities 2.6M $111M 7% Jun 2026
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RW Investment Management 2.6M $110M 2% Jun 2026
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Aprio Wealth Management 2.4M $98M -4% Jun 2026
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UBS Group 2.1M $88M -2% Jun 2026
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HighTower Advisors 2.1M $87M -1% Jun 2026
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Beaird Harris Wealth Management 2.0M $85M -4% Jun 2026
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Beacon Pointe Advisors 2.0M $83M 5% Jun 2026
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Savant Capital Management 1.9M $82M 205% Jun 2026
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Pathstone Holdings 1.8M $77M 3% Jun 2026
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Vise Technologies 1.8M $77M 80% Jun 2026
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Raymond James Financial 1.7M $73M 5% Jun 2026
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Planning Center 1.7M $70M 1% Jun 2026
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Bank of America Corporation 1.5M $63M 5% Jun 2026
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Bouchey Financial 1.4M $58M -36% Jun 2026
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Hartland & Co 1.4M $57M -50% Jun 2026
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Satovsky Asset Management 1.3M $56M 3% Jun 2026
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Vestmark Advisory Solutions 1.3M $55M 0% Jun 2026
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Symmetry Partner 1.3M $53M -2% Jun 2026
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Burton Enright Welch 1.2M $50M 7% Jun 2026
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Catalyst Capital Advisors 1.2M $49M 0% Jun 2026
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Millburn Ridgefield 1.2M $49M 0% Jun 2026
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Greenspring Advisors 1.2M $49M 2% Jun 2026
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Safeguard Investment Advisory Group 1.2M $49M -5% Jun 2026
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Harbour Investments 1.1M $48M 4% Jun 2026
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Eqis Capital Management 1.1M $47M -5% Jun 2026
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Chicago Partners Investment 1.1M $46M 2% Jun 2026
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Timonier Family Office 1.1M $45M 100% Jun 2026
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Great Oak Capital Partners 1.1M $45M 2% Jun 2026
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Mariner Wealth Advisors 1.0M $43M -22% Jun 2026
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Resources Investment Advisors 904k $38M -2% Jun 2026
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Integrity Advisory Solutions 863k $36M 12% Jun 2026
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Baird Financial 851k $36M 2% Jun 2026
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Sequoia Financial Advisors 825k $34M 1% Jun 2026
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United Wealth Management 788k $33M 2% Jun 2026
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GeoWealth Management 784k $33M 3% Jun 2026
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AE Wealth Management 779k $33M 5% Jun 2026
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von Borstel & Associates 768k $32M 2% Jun 2026
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Stolz & Associates, Ps 763k $32M 4% Jun 2026
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LPL Financial 724k $30M 18% Jun 2026
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Liberty Wealth Management 701k $26M 0% Jun 2026
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WPWealth 695k $29M 4% Jun 2026
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 692k $29M 2% Jun 2026
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CVA Family Office 686k $29M 8% Jun 2026
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Commonwealth Equity Services 665k $28M 1% Jun 2026
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Jpmorgan Chase & Co 648k $27M 100% Jun 2026
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Integrity Alliance 639k $27M 0% Jun 2026
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Lutz Financial Services 609k $25M 5% Jun 2026
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Oceanside Advisors 584k $24M 3% Jun 2026
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WCG Wealth Advisors 564k $24M 3% Jun 2026
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Opus Capital Group 549k $23M 2% Jun 2026
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Bridgewater Advisors 548k $23M -43% Jun 2026
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Integrated Wealth Concepts 545k $23M 3% Jun 2026
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Premier Financial Group 538k $23M -1% Jun 2026
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Midwest Heritage Bank 533k $22M 1% Jun 2026
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Private Advisor 500k $21M 156% Jun 2026
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Goss Wealth Management 499k $21M 4% Jun 2026
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MB Generational Wealth 499k $21M -7% Jun 2026
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Cambridge Investment Research Advisors 493k $21M 42% Jun 2026
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Advisor Group Holdings 486k $20M 13% Jun 2026
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Scratch Capital 484k $20M 9% Jun 2026
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Tandemgrowth Financial Advisors 480k $20M 2% Jun 2026
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HFM Investment Advisors 479k $20M 2% Jun 2026
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Envision Financial Planning 476k $20M 3% Jun 2026
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Burk Holdings 470k $20M 21% Jun 2026
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Intrepid Capital Management 469k $20M 0% Jun 2026
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Savvy Advisors 461k $19M 6% Jun 2026
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Syverson Strege & Co 458k $19M 1% Jun 2026
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Wealth Advisors Northwest 454k $19M 7% Jun 2026
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Hutchinson Capital Management 452k $19M 1% Jun 2026
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Stifel Financial 445k $19M -3% Jun 2026
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Austin Asset Management 396k $17M 3% Jun 2026
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Entrust Financial 394k $16M -3% Jun 2026
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Keating Financial Advisory Services 388k $16M 14% Jun 2026
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Brady Martz Wealth Solutions 379k $16M 5% Jun 2026
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Quantinno Capital Management 375k $16M 80% Jun 2026
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Matauro 374k $16M 5% Jun 2026
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Applied Capital 370k $15M 5% Jun 2026
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Riverchase Wealth Management 369k $15M 3% Jun 2026
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HPM Partners 367k $15M 7% Jun 2026
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Aspen Private Advisors 351k $15M 100% Jun 2026
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Heritage Wealth Management, Inc./Texas 346k $15M 1% Jun 2026
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Claris Advisors, Llc / Mo / 343k $14M 4% Jun 2026
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Action Point Financial Planning 339k $14M 100% Jun 2026
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Mml Investors Services 338k $14M 31% Jun 2026
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Moneta Group Investment Advisors 334k $14M 0% Jun 2026
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Summit Wealth Group Llc / Co 333k $14M 0% Jun 2026
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Websterrogers Financial Advisors 332k $14M -22% Jun 2026
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Royal Bank of Canada 320k $13M -21% Jun 2026
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Raffa Wealth Management 318k $13M 11% Jun 2026
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Invst 297k $12M 6% Jun 2026
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Silver Oak Wealth Advisors Services 292k $12M 2% Jun 2026
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Weinberger Asset Management 289k $12M 6% Jun 2026
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Ubs Global Asset Management Americas 288k $12M 0% Jun 2026
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RFG Advisory 284k $12M 0% Jun 2026
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Index Fund Advisors 279k $12M 14% Jun 2026
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Arkadios Wealth Advisors 266k $11M -1% Jun 2026
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Sollinda Capital Management 265k $11M 17% Jun 2026
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Vance Wealth 260k $11M 1% Jun 2026
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CSP Financial Group 257k $11M 10% Jun 2026
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WorthPointe 257k $11M 5% Jun 2026
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Warburton Capital Management 256k $11M 21% Jun 2026
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WESCAP Management 254k $11M 3% Jun 2026
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Miracle Mile Advisors 252k $11M 10% Jun 2026
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CLS Investments 248k $10M -3% Jun 2026
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Kestra Advisory Services 245k $10M 6% Jun 2026
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Betterment 243k $10M 8% Jun 2026
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Financial Engines Advisors L.L.C 238k $9.9M -7% Jun 2026
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Lynch Investment Planning 233k $9.7M 1% Jun 2026
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Trailhead Planners 231k $9.6M -9% Jun 2026
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Frank. Day 231k $9.6M -23% Jun 2026
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Shore Point Advisors 221k $7.6M 4% Sep 2026
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Cardiff Park Advisors 221k $9.2M -1% Jun 2026
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Sanchez Levi Garrett 212k $8.9M 100% Jun 2026
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Disciplined Investments 208k $8.7M 8% Jun 2026
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Goldman Sachs Group 205k $8.6M 3373% Jun 2026
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Jones Financial Companies, L.L 203k $8.3M 36% Jun 2026
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Parkwoods Wealth Partners 200k $8.3M 33% Jun 2026
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E-Wealth Partners 193k $8.0M 7% Jun 2026
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Security Financial Services 188k $7.8M -4% Jun 2026
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Sontag Advisory 186k $7.8M 146% Jun 2026
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Tortoise Investment Management 181k $7.5M 5% Jun 2026
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AQR Capital Management 178k $7.4M 75% Jun 2026
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Optimus Capital Advisors 178k $7.4M 0% Jun 2026
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Vested Financial Planning 176k $7.3M 4% Jun 2026
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Bridge Generations Wealth Management 174k $7.3M 4% Jun 2026
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Entelevest 170k $7.1M 3% Jun 2026
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Layline Advisors 166k $6.9M 16% Jun 2026
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HMV Wealth Advisors 160k $6.7M 26% Jun 2026
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Strathmore Capital Advisors 156k $6.5M 4% Jun 2026
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Jackson Thornton Asset Management 154k $6.4M 3% Jun 2026
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REDW Stanley Financial Advisors 152k $6.4M -18% Jun 2026
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Rockefeller Capital Management 152k $6.3M -10% Jun 2026
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Waterfront Wealth 144k $6.0M 1% Jun 2026
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Altiora Financial Group 142k $5.9M -12% Jun 2026
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Schubert & Co 140k $5.8M 3% Jun 2026
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Ullmann Financial 139k $5.8M -24% Jun 2026
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Capital Investment Advisory Services 137k $5.7M 19% Jun 2026
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Strategic Investment Solutions 135k $5.6M 4% Jun 2026
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Kestra Investment Management 129k $5.4M -35% Jun 2026
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Integrity Investment Advisors 128k $5.3M 19% Jun 2026
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CPA Asset Management 124k $5.2M -62% Jun 2026
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AlTi Global 118k $4.9M -33% Jun 2026
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Change Path 57k $2.4M -56% Jun 2026
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ArborFi Advisors 37k $1.6M -80% Jun 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Forum Financial Management Jun 2026 8.7M $362M
Apella Capital Jun 2026 4.1M $171M
Foster Group Jun 2026 3.1M $131M
Assetmark Jun 2026 3.1M $129M
HB Wealth Management Jun 2026 2.2M $93M
Financial Consulate Jun 2026 2.1M $88M
Root Financial Partners Jun 2026 1.9M $79M
High Probability Advisors Jun 2026 1.6M $67M
Retirement Solution Jun 2026 1.3M $55M
Leading Edge Financial Planning Jun 2026 1.3M $54M
DiNuzzo Private Wealth Jun 2026 1.2M $52M
Market Street Wealth Management Advisors Jun 2026 1.2M $51M
Meredith Wealth Planning Jun 2026 1.2M $50M
Phillips Financial Management Jun 2026 1.2M $49M
Fulton Bank, NA Jun 2026 1.1M $46M
Farther Finance Advisors Jun 2026 910k $38M
Wealth Enhancement Advisory Services Jun 2026 899k $38M
Hippocratic Financial Advisors Jun 2026 864k $36M
BKD Wealth Advisors Jun 2026 853k $36M
Woodward Financial Advisors Mar 2026 850k $30M
True Wealth Design Jun 2026 785k $33M
LVZ Advisors Jun 2026 700k $29M
Discipline Wealth Solutions Jun 2026 694k $29M
Arlington Financial Advisors Jun 2026 692k $29M
Sterling Wealth Management Jun 2026 671k $28M
Sax Wealth Advisors Jun 2026 662k $24M
Three Arch Wealth Management Jun 2026 625k $26M
Master's Wealth Management Jun 2026 603k $25M
Elser Financial Planning Jun 2026 589k $25M
Foundry Financial Jun 2026 558k $23M
G2 Capital Management, Llc / Oh Jun 2026 556k $23M
Tassel Capital Management Jun 2026 511k $21M
Legacy Financial Group Jun 2026 509k $21M
Mills Wealth Advisors Jun 2026 503k $21M
Level Financial Advisors Jun 2026 436k $18M
Financial Harvest Jun 2026 425k $18M
Foundation Wealth Management Jun 2026 417k $17M
TCP Asset Management Jun 2026 412k $17M
Gail Mannix Jun 2026 400k $17M
Pinnacle Wealth Management Advisory Jun 2026 400k $17M
25 Jun 2026 393k $16M
Gemmer Asset Management Jun 2026 379k $16M
Parkshore Wealth Management Jun 2026 372k $16M
Family Wealth Partners Jun 2026 321k $13M
Dwr Wealth Management Jun 2026 319k $13M
Abel Hall Jun 2026 294k $12M
Kaufman Rossin Wealth Jun 2026 289k $12M
Vestment Financial Jun 2026 267k $11M
RCS Financial Planning Jun 2026 266k $11M
Fiduciary Financial Group Jun 2026 246k $10M
AdvisorNet Financial Jun 2026 245k $10M
CogentBlue Wealth Advisors Jun 2026 239k $10M
Dynamic Advisors Solutions Jun 2026 236k $9.8M
Archford Capital Strategies Jun 2026 214k $8.9M
Crown Wealth Group Jun 2026 209k $8.7M
Tableaux Jun 2026 205k $8.5M
Axxcess Wealth Management Jun 2026 195k $8.2M
Concurrent Investment Advisors Jun 2026 190k $7.9M
AA Financial Advisors Jun 2026 188k $7.8M
Emprise Bank Jun 2026 184k $7.7M
Waycross Investment Management Jun 2026 175k $7.3M
Acorn Wealth Advisors Jun 2026 175k $7.3M
BluePrint Investing Jun 2026 167k $7.0M
Kooman & Associates Jun 2026 163k $6.8M
Helen Stephens Group Jun 2026 158k $6.6M
Cherry Tree Wealth Management Jun 2026 154k $6.4M
Robinson Smith Wealth Advisors Jun 2026 151k $6.3M
GEM Asset Management Jun 2026 148k $6.2M