Who owns DIMENSIONAL ETF TRUST?

Tip: Access positions for across all investors

Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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 2.2M $161M 2% Mar 2026
 View chart
Your Advocates 998k $74M -1% Dec 2025
 View chart
Brighton Jones 870k $64M 10% Dec 2025
 View chart
Quantum Financial Advisors 831k $60M 270% Mar 2026
 View chart
LRI Investments 722k $53M 14% Dec 2025
 View chart
Fundamentun 617k $45M 5% Dec 2025
 View chart
Rather & Kittrell 615k $45M 12% Dec 2025
 View chart
Private Advisor 596k $44M 13% Dec 2025
 View chart
Foundations Investment Advisors 520k $38M 190% Dec 2025
 View chart
Resources Investment Advisors 483k $36M 12% Dec 2025
 View chart
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 478k $35M 3% Mar 2026
 View chart
Monograph Wealth Advisors 476k $35M 10% Dec 2025
 View chart
Annandale Capital 444k $33M 9% Dec 2025
 View chart
Kfg Wealth Management 409k $30M 21% Mar 2026
 View chart
SC&H Financial Advisors 404k $30M 9% Dec 2025
 View chart
BCO Wealth Management 398k $29M 2% Mar 2026
 View chart
Great Oak Capital Partners 395k $30M 2% Mar 2026
 View chart
Keyes, Stange & Wooten Wealth Management 345k $25M 2% Dec 2025
 View chart
Sageworth Trust Company 343k $25M 13% Dec 2025
 View chart
Betterment 342k $25M 10% Dec 2025
 View chart
Integrated Wealth Concepts 339k $25M 0% Dec 2025
 View chart
Hardy Reed 330k $24M 11% Dec 2025
 View chart
Riverchase Wealth Management 317k $23M 8% Mar 2026
 View chart
Geneos Wealth Management 300k $22M -3% Dec 2025
 View chart
Vantage Point Financial 297k $22M -2% Dec 2025
 View chart
Advisor Group Holdings 269k $20M 27% Dec 2025
 View chart
SageOak Financial 265k $20M -2% Dec 2025
 View chart
Cypress Point Wealth Management 254k $18M 7% Mar 2026
 View chart
Cambridge Investment Research Advisors 247k $18M 4% Dec 2025
 View chart
CLS Investments 218k $16M 4% Dec 2025
 View chart
Altiora Financial Group 208k $15M 3% Dec 2025
 View chart
Hutchens & Kramer Investment Management Group 198k $14M -1% Mar 2026
 View chart
Commonwealth Equity Services 192k $14M 14% Dec 2025
 View chart
Envestnet Asset Management 185k $14M 11% Dec 2025
 View chart
Mariner Wealth Advisors 182k $13M 23% Dec 2025
 View chart
EverSource Wealth Advisors 168k $12M 5% Dec 2025
 View chart
Farther Finance Advisors 156k $11M 39% Mar 2026
 View chart
Morton Capital Management 155k $11M 11% Mar 2026
 View chart
B&D White Capital Company 150k $11M 0% Dec 2025
 View chart
Thrivent Financial for Lutherans 134k $9.9M 100% Dec 2025
 View chart
Heritage Investment Group 130k $9.6M -2% Dec 2025
 View chart
Frank. Day 128k $9.4M 701% Dec 2025
 View chart
Park Avenue Securities 125k $9.0M 12% Mar 2026
 View chart
Aspen Capital Management 118k $8.5M 12% Mar 2026
 View chart
Gunpowder Capital Management, LLC dba Oliver Wealth Management 118k $8.7M 100% Dec 2025
 View chart
Smartleaf Asset Management 115k $8.6M 1% Dec 2025
 View chart
DecisionPoint Financial 115k $8.5M 1% Dec 2025
 View chart
Prospect Financial Group 115k $8.5M -1% Dec 2025
 View chart
ABLE Financial Group 114k $8.2M -5% Mar 2026
 View chart
Truepoint 111k $8.2M 9% Dec 2025
 View chart
XY Planning Network 106k $7.7M 11% Mar 2026
 View chart
Elser Financial Planning 103k $7.4M 100% Mar 2026
 View chart
BDFS Capital 103k $7.4M 6% Mar 2026
 View chart
HB Wealth Management 102k $7.5M 10% Dec 2025
 View chart
Essential Planning 102k $7.5M 42% Dec 2025
 View chart
Archford Capital Strategies 98k $7.1M -9% Mar 2026
 View chart
Sageworth Trust Co of South Dakota 96k $7.1M 27% Dec 2025
 View chart
Cloud Capital Management 92k $6.8M 37% Dec 2025
 View chart
WorthPointe 86k $6.4M 237% Dec 2025
 View chart
Plan 86k $6.5M 0% Mar 2026
 View chart
Capital Investment Advisory Services 81k $6.0M -1% Dec 2025
 View chart
Entrewealth 75k $5.8M 0% Dec 2025
 View chart
HPM Partners 71k $5.2M 0% Dec 2025
 View chart
Kestra Advisory Services 68k $5.0M 82% Dec 2025
 View chart
Cyndeo Wealth Partners 67k $4.8M 4% Mar 2026
 View chart
Sontag Advisory 66k $4.9M -20% Dec 2025
 View chart
Amicus Financial Advisors 65k $4.7M 36% Mar 2026
 View chart
Eldridge Investment Advisors 63k $4.7M 16% Dec 2025
 View chart
TCI Wealth Advisors 63k $4.6M 0% Dec 2025
 View chart
Hanson McClain Advisors 63k $4.6M -6% Dec 2025
 View chart
BIP Wealth 61k $4.5M 18% Dec 2025
 View chart
Raymond James Financial 60k $4.4M 505% Dec 2025
 View chart
Investment Advisory Group 59k $4.2M 14% Mar 2026
 View chart
Alpha Financial Advisors 57k $4.2M -6% Dec 2025
 View chart
Wealth Advisors Northwest 56k $4.0M 9% Mar 2026
 View chart
LPL Financial 52k $3.8M 22% Dec 2025
 View chart
Fmb Wealth Management 47k $3.4M 5% Mar 2026
 View chart
Burton Enright Welch 45k $3.3M 0% Dec 2025
 View chart
Branch Banking & Trust Company 44k $3.2M -1% Dec 2025
 View chart
Change Path 43k $3.2M -12% Dec 2025
 View chart
Colony 43k $3.2M 11% Dec 2025
 View chart
GeoWealth Management 41k $3.0M 12% Dec 2025
 View chart
Beacon Pointe Advisors 40k $2.9M 69% Dec 2025
 View chart
USAdvisors Wealth Management 39k $2.8M -4% Dec 2025
 View chart
Strathmore Capital Advisors 37k $2.7M 1% Dec 2025
 View chart
Sax Wealth Advisors 34k $2.5M 0% Mar 2026
 View chart
Modera Wealth Management 34k $2.5M 0% Dec 2025
 View chart
Triad Wealth Partners 33k $2.4M 13% Mar 2026
 View chart
Mesirow Financial Investment Management International Equity 33k $2.4M 251% Mar 2026
 View chart
Gould Asset Management 33k $2.4M 26% Dec 2025
 View chart
Coldstream Capital Management 31k $2.3M 37% Dec 2025
 View chart
Ashton Thomas Private Wealth 30k $2.2M 2% Dec 2025
 View chart
Prospera Financial Services 30k $2.1M 85% Mar 2026
 View chart
CPA Asset Management 29k $2.2M 853% Dec 2025
 View chart
STAR Financial Bank 28k $2.0M 14% Dec 2025
 View chart
Note Advisors 26k $2.0M 12% Dec 2025
 View chart
Global Retirement Partners 25k $1.8M 71% Dec 2025
 View chart
Grand Wealth Management 25k $1.8M -2% Dec 2025
 View chart
Hutchinson Capital Management 25k $1.8M 144% Dec 2025
 View chart
AQR Capital Management 24k $1.7M 100% Dec 2025
 View chart
Goodman Financial 24k $1.7M -1% Dec 2025
 View chart
Keybank National Association 23k $1.7M 100% Dec 2025
 View chart
marrick wealth 23k $1.6M 100% Mar 2026
 View chart
Onyx Financial Advisors 21k $1.5M 3% Mar 2026
 View chart
Glass Jacobson Investment Advisors 20k $1.5M 0% Dec 2025
 View chart
Capstone Wealth Management 20k $1.5M 100% Dec 2025
 View chart
WPWealth 20k $1.4M -2% Dec 2025
 View chart
Financial Engines Advisors L.L.C 19k $1.4M -4% Dec 2025
 View chart
Vestia Personal Wealth Advisors 19k $1.4M 70% Mar 2026
 View chart
Werba Rubin Papier Wealth Management 17k $1.3M -1% Dec 2025
 View chart
Signal Advisors Wealth 17k $1.2M 36% Mar 2026
 View chart
Apella Capital 15k $1.2M -3% Mar 2026
 View chart
Krilogy Financial 15k $1.2M -3% Mar 2026
 View chart
Evanson Asset Management 15k $1.0M 19% Mar 2026
 View chart
Merit Financial Group 15k $1.0M 15% Mar 2026
 View chart
Eqis Capital Management 14k $1.0M -1% Mar 2026
 View chart
Summit Wealth Group Llc / Co 14k $1.0M 100% Dec 2025
 View chart
Scratch Capital 14k $1.0M 12% Dec 2025
 View chart
Firethorn Wealth Partners 12k $890k -5% Mar 2026
 View chart
Citadel Advisors 12k $890k 42% Dec 2025
 View chart
Silver Oak Securities 12k $843k -1% Mar 2026
 View chart
Sigma Planning 12k $846k 100% Dec 2025
 View chart
Fiduciary Financial Group 11k $808k 4% Mar 2026
 View chart
Mml Investors Services 11k $802k 89% Dec 2025
 View chart
CWM 11k $790k 1% Dec 2025
 View chart
Perigon Wealth Management 11k $768k -3% Mar 2026
 View chart
J.w. Cole Advisors 10k $737k 28% Dec 2025
 View chart
Financial Symmetry 9.7k $713k 25% Dec 2025
 View chart
Sprinkle Financial Consultants 9.3k $667k 66% Mar 2026
 View chart
RCS Financial Planning 9.3k $667k 0% Mar 2026
 View chart
Savvy Advisors 9.3k $681k 0% Dec 2025
 View chart
Cetera Investment Advisers 9.1k $669k -73% Dec 2025
 View chart
Money Concepts Capital Corp 9.0k $662k 100% Dec 2025
 View chart
Allodium Investment Consultants 8.8k $631k 82% Mar 2026
 View chart
Calton & Associates 8.3k $610k 100% Dec 2025
 View chart
IFP Advisors 7.5k $540k 13% Mar 2026
 View chart
Greenspring Advisors 7.4k $546k 100% Dec 2025
 View chart
Foundry Financial 7.4k $534k 100% Mar 2026
 View chart
EP Wealth Advisors 7.2k $530k 100% Dec 2025
 View chart
Maseco 7.1k $511k 0% Mar 2026
 View chart
Colorado Capital Management 6.8k $488k 26% Mar 2026
 View chart
CWS Financial Advisors 6.6k $486k 0% Dec 2025
 View chart
First Financial Group Corp 6.4k $461k 16% Mar 2026
 View chart
Glassy Mountain Advisors 6.1k $447k 151% Dec 2025
 View chart
Selective Wealth Management 5.9k $448k 100% Dec 2025
 View chart
Yardley Wealth Management 5.9k $427k -13% Mar 2026
 View chart
Millstone Evans Group 5.9k $434k -7% Dec 2025
 View chart
Advyzon Investment Management 5.6k $409k 41% Dec 2025
 View chart
Andrews, Lucia Wealth Management 5.6k $400k -12% Mar 2026
 View chart
Zhang Financial 5.5k $401k 0% Dec 2025
 View chart
AlphaStar Capital Management 3.1k $225k -63% Mar 2026
 View chart

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Austin Wealth Management Dec 2025 75k $5.7M
Susquehanna International Sep 2025 21k $1.5M
Main Street Financial Solutions Sep 2025 6.8k $493k