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
Pure Financial Advisors 2.2M $161M 2% Mar 2026
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Your Advocates 1.1M $77M 6% Mar 2026
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Brighton Jones 1.0M $74M 17% Mar 2026
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LRI Investments 990k $71M 37% Mar 2026
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Quantum Financial Advisors 831k $60M 270% Mar 2026
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Rather & Kittrell 672k $48M 9% Mar 2026
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Private Advisor 658k $47M 11% Mar 2026
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Fundamentun 641k $46M 4% Mar 2026
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Foundations Investment Advisors 594k $43M 14% Mar 2026
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Monograph Wealth Advisors 519k $37M 9% Mar 2026
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Resources Investment Advisors 517k $37M 7% Mar 2026
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 478k $35M 3% Mar 2026
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Annandale Capital 436k $32M -2% Mar 2026
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SC&H Financial Advisors 424k $31M 5% Mar 2026
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Kfg Wealth Management 409k $30M 21% Mar 2026
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BCO Wealth Management 398k $29M 2% Mar 2026
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Great Oak Capital Partners 395k $30M 2% Mar 2026
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Keyes, Stange & Wooten Wealth Management 382k $28M 11% Mar 2026
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Sageworth Trust Company 365k $26M 6% Mar 2026
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Hardy Reed 351k $25M 6% Mar 2026
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Betterment 342k $25M 10% Dec 2025
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Integrated Wealth Concepts 341k $25M 0% Mar 2026
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Geneos Wealth Management 330k $24M 10% Mar 2026
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Riverchase Wealth Management 317k $23M 8% Mar 2026
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Vantage Point Financial 301k $22M 1% Mar 2026
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Envestnet Asset Management 295k $21M 59% Mar 2026
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SageOak Financial 270k $20M 2% Mar 2026
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Advisor Group Holdings 269k $20M 27% Dec 2025
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Cambridge Investment Research Advisors 262k $19M 6% Mar 2026
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Cypress Point Wealth Management 254k $18M 7% Mar 2026
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Mariner Wealth Advisors 237k $17M 31% Mar 2026
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CLS Investments 224k $16M 3% Mar 2026
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Altiora Financial Group 223k $16M 7% Mar 2026
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Commonwealth Equity Services 206k $15M 7% Mar 2026
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Hutchens & Kramer Investment Management Group 198k $14M -1% Mar 2026
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EverSource Wealth Advisors 169k $12M 0% Mar 2026
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Heritage Investment Group 168k $12M 29% Mar 2026
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DecisionPoint Financial 166k $12M 44% Mar 2026
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Farther Finance Advisors 156k $11M 39% Mar 2026
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Morton Capital Management 155k $11M 11% Mar 2026
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Heffernan Advisory 148k $11M 100% Mar 2026
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Frank. Day 141k $11M 11% Mar 2026
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B&D White Capital Company 140k $10M -7% Mar 2026
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Essential Planning 136k $9.8M 34% Mar 2026
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Park Avenue Securities 125k $9.0M 12% Mar 2026
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Truepoint 123k $8.9M 11% Mar 2026
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Aspen Capital Management 118k $8.5M 12% Mar 2026
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Gunpowder Capital Management, LLC dba Oliver Wealth Management 118k $8.7M 100% Dec 2025
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Smartleaf Asset Management 116k $8.1M 0% Mar 2026
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ABLE Financial Group 114k $8.2M -5% Mar 2026
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Prospect Financial Group 113k $8.2M -1% Mar 2026
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CPA Asset Management 111k $8.0M 279% Mar 2026
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XY Planning Network 106k $7.7M 11% Mar 2026
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Elser Financial Planning 103k $7.4M 100% Mar 2026
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HB Wealth Management 103k $7.4M 0% Mar 2026
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BDFS Capital 103k $7.4M 6% Mar 2026
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Archford Capital Strategies 98k $7.1M -9% Mar 2026
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Sageworth Trust Co of South Dakota 96k $6.9M 0% Mar 2026
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Keating Financial Advisory Services 90k $6.5M 100% Mar 2026
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Integras Partners 90k $6.5M 100% Mar 2026
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WorthPointe 88k $6.3M 2% Mar 2026
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Plan 86k $6.5M 0% Mar 2026
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Cloud Capital Management 85k $6.1M -7% Mar 2026
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Kestra Advisory Services 84k $6.1M 25% Mar 2026
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BIP Wealth 77k $5.5M 26% Mar 2026
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Capital Investment Advisory Services 77k $5.5M -5% Mar 2026
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Entrewealth 75k $5.4M 0% Mar 2026
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HPM Partners 72k $5.2M 1% Mar 2026
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LPL Financial 70k $5.0M 34% Mar 2026
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TCI Wealth Advisors 70k $5.0M 10% Mar 2026
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Cyndeo Wealth Partners 67k $4.8M 4% Mar 2026
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Sontag Advisory 66k $4.8M 0% Mar 2026
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Amicus Financial Advisors 65k $4.7M 36% Mar 2026
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Asset One Wealth Management 65k $5.0M 100% Mar 2026
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Eldridge Investment Advisors 64k $4.6M 2% Mar 2026
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Hanson McClain Advisors 63k $4.6M -6% Dec 2025
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Raymond James Financial 60k $4.4M 505% Dec 2025
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Investment Advisory Group 59k $4.2M 14% Mar 2026
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Alpha Financial Advisors 57k $4.1M 0% Mar 2026
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Wealth Advisors Northwest 56k $4.0M 9% Mar 2026
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Hutchinson Capital Management 51k $3.7M 107% Mar 2026
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Burton Enright Welch 50k $3.6M 10% Mar 2026
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GeoWealth Management 47k $3.4M 15% Mar 2026
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Fmb Wealth Management 47k $3.4M 5% Mar 2026
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Change Path 47k $3.4M 7% Mar 2026
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Branch Banking & Trust Company 46k $3.3M 5% Mar 2026
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Strathmore Capital Advisors 46k $3.6M 26% Mar 2026
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Colony 43k $3.2M 11% Dec 2025
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Beacon Pointe Advisors 40k $2.9M 69% Dec 2025
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USAdvisors Wealth Management 39k $2.7M 0% Mar 2026
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Gould Asset Management 38k $2.8M 17% Mar 2026
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Selective Wealth Management 38k $3.0M 544% Mar 2026
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AQR Capital Management 36k $2.6M 51% Mar 2026
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Sax Wealth Advisors 34k $2.5M 0% Mar 2026
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Modera Wealth Management 34k $2.5M 0% Mar 2026
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Triad Wealth Partners 33k $2.4M 13% Mar 2026
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Mesirow Financial Investment Management International Equity 33k $2.4M 251% Mar 2026
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Coldstream Capital Management 32k $2.3M 3% Mar 2026
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Note Advisors 30k $2.2M 15% Mar 2026
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Ashton Thomas Private Wealth 30k $2.2M 1% Mar 2026
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Prospera Financial Services 30k $2.1M 85% Mar 2026
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Mission Wealth Management 27k $2.0M 702% Mar 2026
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Global Retirement Partners 25k $1.8M 71% Dec 2025
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Mercer Global Advisors 25k $1.8M 100% Mar 2026
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Grand Wealth Management 24k $1.8M -2% Mar 2026
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Goodman Financial 24k $1.7M 0% Mar 2026
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Glass Jacobson Investment Advisors 23k $1.7M 14% Mar 2026
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BluePrint Investing 23k $1.7M 100% Mar 2026
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marrick wealth 23k $1.6M 100% Mar 2026
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Onyx Financial Advisors 21k $1.5M 3% Mar 2026
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Capstone Wealth Management 21k $1.5M 2% Mar 2026
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WPWealth 19k $1.4M 0% Mar 2026
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Financial Engines Advisors L.L.C 19k $1.4M -4% Dec 2025
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Vestia Personal Wealth Advisors 19k $1.4M 70% Mar 2026
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Keybank National Association 18k $1.3M -22% Mar 2026
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Simplicity Wealth 18k $1.3M 305% Mar 2026
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Werba Rubin Papier Wealth Management 18k $1.3M 1% Mar 2026
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Signal Advisors Wealth 17k $1.2M 36% Mar 2026
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Sigma Planning 16k $1.2M 40% Mar 2026
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Savvy Advisors 16k $1.1M 72% Mar 2026
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Calton & Associates 16k $1.1M 91% Mar 2026
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Apella Capital 15k $1.2M -3% Mar 2026
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Krilogy Financial 15k $1.2M -3% Mar 2026
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Evanson Asset Management 15k $1.0M 19% Mar 2026
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Merit Financial Group 15k $1.0M 15% Mar 2026
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Scratch Capital 14k $1.0M 4% Mar 2026
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Financial Symmetry 14k $1.1M 46% Mar 2026
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Eqis Capital Management 14k $1.0M -1% Mar 2026
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Summit Wealth Group Llc / Co 14k $991k 0% Mar 2026
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Firethorn Wealth Partners 12k $890k -5% Mar 2026
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Silver Oak Securities 12k $843k -1% Mar 2026
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Fiduciary Financial Group 11k $808k 4% Mar 2026
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CWM 11k $790k 1% Dec 2025
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Perigon Wealth Management 11k $768k -3% Mar 2026
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Equitable Holdings 10k $745k 100% Mar 2026
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J.w. Cole Advisors 10k $732k 1% Mar 2026
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Stirlingshire Investments 9.4k $679k 100% Mar 2026
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Sprinkle Financial Consultants 9.3k $667k 66% Mar 2026
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RCS Financial Planning 9.3k $667k 0% Mar 2026
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Money Concepts Capital Corp 9.0k $648k 0% Mar 2026
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Root Financial Partners 8.9k $643k 100% Mar 2026
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Allodium Investment Consultants 8.8k $631k 82% Mar 2026
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Mml Investors Services 8.6k $621k -21% Mar 2026
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EP Wealth Advisors 7.6k $549k 6% Mar 2026
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IFP Advisors 7.5k $540k 13% Mar 2026
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Greenspring Advisors 7.4k $535k 0% Mar 2026
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Foundry Financial 7.4k $534k 100% Mar 2026
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Glassy Mountain Advisors 7.3k $530k 21% Mar 2026
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Maseco 7.1k $511k 0% Mar 2026
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Colorado Capital Management 6.8k $488k 26% Mar 2026
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Cetera Investment Advisers 5.9k $427k -35% Mar 2026
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Yardley Wealth Management 5.9k $427k -13% Mar 2026
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AlphaStar Capital Management 3.1k $225k -63% Mar 2026
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Royal Bank of Canada 1.1k $77k -93% Mar 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Thrivent Financial for Lutherans Dec 2025 134k $9.9M
Austin Wealth Management Dec 2025 75k $5.7M
STAR Financial Bank Dec 2025 28k $2.0M
Susquehanna International Sep 2025 21k $1.5M
Citadel Advisors Dec 2025 12k $890k
Jpmorgan Chase & Co Sep 2025 7.2k $517k
Main Street Financial Solutions Sep 2025 6.8k $493k