Who owns DIMENSIONAL ETF TRUST?
- Ticker: DCOR
- CUSIP Number: 25434v625
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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 |
|---|---|---|---|---|---|
| Pure Financial Advisors | 2.0M | $125M | -4% | Mar 2025 |
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| Great Valley Advisor Group | 1.8M | $110M | 3% | Mar 2025 |
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| Your Advocates | 979k | $60M | 2% | Mar 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 822k | $51M | 10% | Mar 2025 |
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| Brighton Jones | 539k | $33M | 54% | Mar 2025 |
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| Private Advisor | 461k | $28M | 111% | Mar 2025 |
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| Monograph Wealth Advisors | 458k | $28M | -1% | Mar 2025 |
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| Great Oak Capital Partners | 354k | $23M | 0% | Mar 2025 |
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| BCO Wealth Management | 345k | $21M | 100% | Mar 2025 |
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| Keyes, Stange & Wooten Wealth Management | 327k | $20M | 17% | Mar 2025 |
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| Rather & Kittrell | 314k | $20M | 22% | Dec 2024 |
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| Resources Investment Advisors | 305k | $19M | 21% | Mar 2025 |
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| Kfg Wealth Management | 294k | $18M | 1% | Mar 2025 |
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| Geneos Wealth Management | 287k | $18M | 4% | Mar 2025 |
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| Vantage Point Financial | 283k | $17M | 8% | Mar 2025 |
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| Quantum Financial Advisors | 270k | $17M | 100% | Mar 2025 |
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| Annandale Capital | 266k | $17M | 13% | Dec 2024 |
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| Betterment | 256k | $16M | 2% | Dec 2024 |
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| Hardy Reed | 243k | $15M | 30% | Mar 2025 |
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| Sageworth Trust Company | 241k | $15M | 26% | Mar 2025 |
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| Riverchase Wealth Management | 239k | $15M | 100% | Mar 2025 |
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| Integrated Wealth Concepts | 236k | $15M | 5680% | Dec 2024 |
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| SageOak Financial | 228k | $14M | 100% | Mar 2025 |
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| Hutchens & Kramer Investment Management Group | 204k | $13M | 1% | Mar 2025 |
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| Cambridge Investment Research Advisors | 193k | $12M | 218% | Mar 2025 |
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| Altiora Financial Group | 174k | $11M | 7% | Mar 2025 |
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| SC&H Financial Advisors | 173k | $11M | 33% | Mar 2025 |
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| Orion Portfolio Solutions | 171k | $11M | 14% | Dec 2024 |
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| EverSource Wealth Advisors | 140k | $8.6M | 13% | Mar 2025 |
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| LRI Investments | 126k | $7.7M | 631% | Mar 2025 |
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| Smartleaf Asset Management | 113k | $6.9M | 1% | Mar 2025 |
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| Envestnet Asset Management | 109k | $6.7M | 17% | Mar 2025 |
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| HPM Partners | 104k | $6.4M | 0% | Mar 2025 |
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| Archford Capital Strategies | 102k | $6.3M | 135% | Mar 2025 |
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| Aspen Capital Management | 99k | $6.1M | 100% | Mar 2025 |
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| Capital Investment Advisory Services | 90k | $5.5M | -5% | Mar 2025 |
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| HB Wealth Management | 82k | $5.0M | 100% | Mar 2025 |
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| Farther Finance Advisors | 79k | $4.8M | 32% | Mar 2025 |
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| Mariner Wealth Advisors | 77k | $4.7M | 59% | Mar 2025 |
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| Cloud Capital Management | 75k | $4.6M | 100% | Mar 2025 |
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| Cypress Point Wealth Management | 72k | $4.4M | 10% | Mar 2025 |
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| Morton Capital Management | 71k | $4.4M | 25% | Mar 2025 |
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| Sageworth Trust Co of South Dakota | 71k | $4.4M | 8% | Mar 2025 |
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| Cyndeo Wealth Partners | 67k | $4.1M | 4% | Mar 2025 |
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| Hanson McClain Advisors | 66k | $3.9M | 1496% | Mar 2025 |
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| Copperleaf Capital | 65k | $4.1M | 2% | Dec 2024 |
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| Townsquare Capital | 52k | $3.2M | 19% | Mar 2025 |
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| Truepoint | 52k | $3.2M | 21% | Mar 2025 |
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| Jane Street | 50k | $3.1M | 100% | Mar 2025 |
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| Sontag Advisory | 50k | $3.1M | 21% | Mar 2025 |
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| Fundamentun | 50k | $3.0M | 33% | Mar 2025 |
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| Eldridge Investment Advisors | 49k | $3.2M | 83% | Dec 2024 |
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| Advisor Group Holdings | 47k | $2.9M | -59% | Mar 2025 |
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| Branch Banking & Trust Company | 46k | $2.8M | -4% | Mar 2025 |
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| Main Street Financial Solutions | 46k | $2.8M | 13% | Mar 2025 |
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| Fmb Wealth Management | 43k | $2.6M | 4% | Mar 2025 |
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| BIP Wealth | 39k | $2.4M | 38% | Mar 2025 |
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| Commonwealth Equity Services | 36k | $2.3M | 255% | Dec 2024 |
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| Investment Advisory Group | 35k | $2.2M | 8% | Mar 2025 |
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| Millstone Evans Group | 35k | $2.1M | 100% | Mar 2025 |
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| Essential Planning | 31k | $1.9M | -96% | Mar 2025 |
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| Perigon Wealth Management | 30k | $1.8M | 100% | Mar 2025 |
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| Change Path | 28k | $1.8M | 5% | Dec 2024 |
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| Modera Wealth Management | 25k | $1.6M | 11% | Mar 2025 |
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| SwitchPoint Financial Planning | 24k | $1.5M | 100% | Mar 2025 |
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| LPL Financial | 24k | $1.5M | 87% | Mar 2025 |
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| Goodman Financial | 24k | $1.4M | -13% | Mar 2025 |
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| Mesirow Financial Investment Management International Equity | 23k | $1.4M | 35% | Mar 2025 |
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| DecisionPoint Financial | 22k | $1.4M | 973% | Mar 2025 |
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| Michael A. Dubis Financial Planning | 22k | $1.3M | 100% | Mar 2025 |
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| Kestra Advisory Services | 22k | $1.4M | 5% | Dec 2024 |
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| Susquehanna International | 21k | $1.4M | 551% | Dec 2024 |
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| IFP Advisors | 21k | $1.3M | 4% | Mar 2025 |
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| Glass Jacobson Investment Advisors | 20k | $1.3M | 0% | Mar 2025 |
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| Gould Asset Management | 19k | $1.2M | 22% | Mar 2025 |
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| Heritage Investment Group | 19k | $1.2M | 0% | Mar 2025 |
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| Strathmore Capital Advisors | 17k | $1.1M | 100% | Dec 2024 |
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| STAR Financial Bank | 17k | $1.1M | 68% | Mar 2025 |
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| Coldstream Capital Management | 16k | $979k | 100% | Mar 2025 |
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| Hemington Wealth Management | 16k | $952k | -4% | Mar 2025 |
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| Financial Engines Advisors L.L.C | 15k | $945k | -4% | Mar 2025 |
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| Eqis Capital Management | 15k | $954k | 1% | Dec 2024 |
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| RFG Advisory | 15k | $907k | -42% | Mar 2025 |
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| American Investment Services | 14k | $832k | 100% | Mar 2025 |
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| Firethorn Wealth Partners | 13k | $823k | 58% | Mar 2025 |
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| Silver Oak Securities | 13k | $769k | 1% | Mar 2025 |
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| Kathleen S. Wright Associates | 13k | $772k | 0% | Mar 2025 |
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| Sax Wealth Advisors | 12k | $778k | 5% | Dec 2024 |
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| Fiduciary Financial Group | 11k | $599k | 0% | Mar 2025 |
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| RCS Financial Planning | 10k | $629k | 0% | Mar 2025 |
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| Onyx Financial Advisors | 10k | $628k | 72% | Mar 2025 |
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| Merit Financial Group | 10k | $627k | 63% | Mar 2025 |
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| Werba Rubin Papier Wealth Management | 9.8k | $601k | 100% | Mar 2025 |
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| WPWealth | 9.8k | $627k | 1% | Dec 2024 |
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| Ashton Thomas Private Wealth | 9.7k | $595k | 10% | Mar 2025 |
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| Wealth Advisors Northwest | 8.8k | $542k | 4% | Mar 2025 |
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| Evanson Asset Management | 7.3k | $447k | 24% | Mar 2025 |
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| CI Private Wealth | 7.2k | $443k | 0% | Mar 2025 |
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| Wealthstream Advisors | 7.1k | $436k | 0% | Mar 2025 |
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| XY Planning Network | 7.1k | $434k | 100% | Mar 2025 |
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| Mml Investors Services | 7.0k | $446k | 100% | Dec 2024 |
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| Dynamic Advisors Solutions | 6.7k | $413k | -1% | Mar 2025 |
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| Foundation Wealth Management | 6.2k | $383k | 100% | Mar 2025 |
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| Note Advisors | 5.9k | $363k | 15% | Mar 2025 |
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| Yardley Wealth Management | 5.8k | $358k | 100% | Mar 2025 |
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| IHT Wealth Management | 5.7k | $368k | 100% | Dec 2024 |
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| Sprinkle Financial Consultants | 5.6k | $345k | 0% | Mar 2025 |
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| H D Vest Advisory Services | 5.4k | $350k | 100% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 5.3k | $323k | -19% | Mar 2025 |
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| StrongBox Wealth | 5.1k | $328k | 100% | Dec 2024 |
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| Drucker Wealth 3.0 | 5.0k | $304k | 22% | Mar 2025 |
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| Phillips Financial Management | 4.9k | $299k | 10% | Mar 2025 |
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| Pathstone Holdings | 4.6k | $282k | 17% | Mar 2025 |
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| CWM | 4.5k | $279k | 0% | Mar 2025 |
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| Northern Trust | 4.3k | $264k | -21% | Mar 2025 |
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| Doliver Capital Advisors | 4.3k | $262k | 0% | Mar 2025 |
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| CWS Financial Advisors | 4.1k | $266k | 100% | Dec 2024 |
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| Jpmorgan Chase & Co | 4.1k | $252k | -4% | Mar 2025 |
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| Keystone Financial Services | 3.6k | $219k | 100% | Mar 2025 |
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| Colorado Capital Management | 3.6k | $218k | 100% | Mar 2025 |
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| WorthPointe | 3.5k | $212k | 100% | Mar 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.4k | $211k | 24% | Mar 2025 |
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| Allodium Investment Consultants | 3.4k | $207k | 100% | Mar 2025 |
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| Woodside Wealth Management | 3.0k | $186k | 100% | Mar 2025 |
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| UBS Group | 2.7k | $165k | 100% | Mar 2025 |
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| GeoWealth Management | 2.3k | $147k | 4% | Dec 2024 |
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| GPS Wealth Strategies Group | 1.9k | $115k | 30% | Mar 2025 |
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| Bank Of Montreal | 1.7k | $112k | 0% | Dec 2024 |
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| Concord Wealth Partners | 1.5k | $94k | 29% | Mar 2025 |
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| Rossby Financial, LCC | 625.00 | $38k | 100% | Mar 2025 |
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| Ronald Blue Trust | 577.00 | $35k | 0% | Mar 2025 |
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| AE Wealth Management | 467.00 | $30k | 100% | Dec 2024 |
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| HBC Financial Services, P | 372.00 | $23k | 100% | Dec 2024 |
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| Assetmark | 244.00 | $16k | 100% | Dec 2024 |
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| Vermillion & White Wealth Management Group | 232.00 | $14k | -88% | Mar 2025 |
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| Elevate Wealth Advisory | 192.00 | $12k | 100% | Mar 2025 |
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| Qube Research & Technologies | 191.00 | $12k | -76% | Dec 2024 |
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| Global Retirement Partners | 63.00 | $4.0k | 100% | Dec 2024 |
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| MAI Wealth Advisors | 41.00 | $2.5k | 0% | Mar 2025 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dimensional Fund Advisors | Sep 2024 | 60k | $3.8M |
| Park Avenue Securities | Dec 2024 | 30k | $1.9M |
| Citadel Advisors | Dec 2024 | 10k | $652k |
| Thrivent Financial for Lutherans | Dec 2024 | 9.6k | $617k |
| Krasney Financial | Dec 2024 | 6.1k | $390k |
| Financial Harvest | Dec 2024 | 3.8k | $242k |
| Warwick Investment Management | Dec 2024 | 3.5k | $222k |
| J.w. Cole Advisors | Dec 2024 | 3.4k | $221k |
| Global Trust Asset Management | Dec 2024 | 500.00 | $32k |
| Tower Research Capital | Sep 2024 | 60.00 | $3.8k |