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
Buckingham Asset Management 34M $797M 1% Jun 2022
Forum Financial Management 30M $704M 7% Jun 2022
Envestnet Asset Management 16M $365M -2% Jun 2022
LPL Financial 15M $348M 100% Jun 2022
Plan 11M $267M -1% Jun 2022
SJS Investment Consulting 7.2M $198M 0% Mar 2022
Greenspring Advisors 6.7M $157M 0% Jun 2022
HighTower Advisors 6.6M $154M -5% Jun 2022
Buckingham Strategic Partners 6.6M $153M 5% Jun 2022
Commonwealth Equity Services 6.0M $139M 32% Jun 2022
Savant Capital Management 5.0M $116M -1% Jun 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Dimensional Etf Trust?

Mercer Global Advisors 4.7M $110M 0% Jun 2022
Tfo-tdc 4.7M $110M -5% Jun 2022
Private Ocean 4.7M $110M -6% Jun 2022
Jackson Thornton Asset Management 4.3M $100M -1% Jun 2022
Austin Asset Management 4.3M $100M 1% Jun 2022
Pure Financial Advisors 4.2M $98M 0% Jun 2022
Capstone Financial Advisors 4.2M $98M -11% Jun 2022
Cardiff Park Advisors 4.1M $96M 2% Jun 2022
Geometric Wealth Advisors 3.8M $88M 100% Jun 2022
Evanson Asset Management 3.7M $87M 3% Jun 2022
Meridian Wealth Partners 3.3M $92M 0% Mar 2022
Heritage Financial Services 3.1M $71M 93% Jun 2022
Warwick Investment Management 2.8M $65M 0% Jun 2022
Syverson Strege & Co 2.8M $65M 100% Jun 2022
JFS Wealth Advisors 2.7M $62M -2% Jun 2022
Brian McDonald 2.6M $64M -5% Jun 2022
Steward Financial Group 2.6M $62M -2% Jun 2022
CliftonLarsonAllen Wealth Advisors 2.6M $61M -6% Jun 2022
BetterWealth 2.6M $60M 100% Jun 2022
Grand Wealth Management 2.5M $59M -5% Jun 2022
Merriman Wealth Management 2.5M $59M -2% Jun 2022
Waypoint Wealth Partners 2.5M $58M 13% Jun 2022
Apella Capital 2.5M $58M 100% Jun 2022
ShankerValleau Wealth Advisors 2.4M $56M 1% Jun 2022
Assetmark 2.3M $53M -7% Jun 2022
Raymond James Financial Services Advisors 2.2M $51M -1% Jun 2022
Dowling & Yahnke, LLC" 2.2M $50M 3% Jun 2022
BKD Wealth Advisors 2.1M $50M 454% Jun 2022
Integrated Wealth Concepts 2.1M $49M 2424% Jun 2022
Advisor Group Holdings 2.1M $49M 981% Jun 2022
WorthPointe 2.1M $48M -3% Jun 2022
Hanson McClain Advisors 2.0M $48M 41% Jun 2022
Vista Wealth Management Group 2.0M $48M -3% Jun 2022
Mariner Wealth Advisors 2.0M $55M 115% Mar 2022
Cambridge Investment Research Advisors 1.9M $45M -2% Jun 2022
Andrews, Lucia Wealth Management 1.8M $50M 1% Jun 2022
Sax Wealth Advisors 1.8M $41M 8% Jun 2022
Triad Financial Advisors 1.7M $40M -3% Jun 2022
Keb Asset Management 1.7M $40M -2% Jun 2022
Modera Wealth Management 1.7M $39M 1% Jun 2022
Baker Boyer National Bank 1.6M $38M -2% Jun 2022
First Ascent Asset Management 1.6M $38M 6% Jun 2022
Dixon Hughes Goodman Wealth Advisors 1.6M $45M 2% Mar 2022
UBS Group 1.6M $37M -8% Jun 2022
Capital Performance Advisors 1.6M $37M -3% Jun 2022
New Capital Management 1.6M $38M 100% Jun 2022
Private Advisor 1.5M $36M 100% Jun 2022
Lincoln National 1.5M $36M 1% Jun 2022
Shearwater Capital 1.5M $36M 2% Jun 2022
Asset Dedication 1.5M $35M 15% Jun 2022
Perigon Wealth Management 1.5M $35M -2% Jun 2022
TCI Wealth Advisors 1.5M $34M -8% Jun 2022
Vance Wealth 1.4M $33M 100% Jun 2022
Henrickson Nauta Wealth Advisors 1.4M $33M -1% Jun 2022
Frank. Day 1.4M $33M 14% Jun 2022
Kestra Advisory Services 1.4M $32M 2% Jun 2022
CPCM 1.4M $32M -13% Jun 2022
Beacon Pointe Advisors 1.4M $32M 5% Jun 2022
Chico Wealth RIA 1.3M $31M 35% Jun 2022
Lauterbach Financial Advisors 1.3M $31M 1% Jun 2022
Claris Advisors, Llc / Mo / 1.3M $29M 5% Jun 2022
Umb Bank N A 1.2M $28M -3% Jun 2022
Keudell/Morrison Wealth Management 1.2M $28M -9% Jun 2022
Bayshore Asset Management 1.2M $28M -5% Jun 2022
Dopkins Wealth Management 1.2M $28M 0% Jun 2022
EP Wealth Advisors 1.2M $27M -1% Jun 2022
Rs Crum 1.2M $27M 2% Jun 2022
Hemington Wealth Management 1.1M $26M 18% Jun 2022
WMS Partners 1.1M $25M -3% Jun 2022
Planning Center 1.0M $24M 100% Jun 2022
FirstPurpose Wealth 1.0M $24M 100% Jun 2022
PBMares Wealth Management 991k $23M 100% Jun 2022
McLean Asset Management Corp 989k $23M 100% Jun 2022
IFG Advisory 931k $22M 100% Jun 2022
Mml Investors Services 922k $22M 0% Jun 2022
Applied Capital 915k $21M 12% Jun 2022
Mather Group 906k $21M 5% Jun 2022
Cherrydale Wealth Management 878k $21M -8% Jun 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 873k $20M -5% Jun 2022
Kraft Asset Management 870k $20M -2% Jun 2022
Comerica Securities 861k $20M -6% Jun 2022
Captrust Financial Advisors 856k $20M 13% Jun 2022
United Capital Financial Advisers 845k $20M -1% Jun 2022
SC&H Financial Advisors 831k $19M 15% Jun 2022
Symmetry Partner 816k $19M 26% Jun 2022
Northwest Wealth Management 781k $18M 100% Jun 2022
Bank of America Corporation 771k $18M 100% Jun 2022
Awm Capital 746k $17M 104% Jun 2022
Versant Capital Management 741k $17M 2% Jun 2022
Helen Stephens Group 739k $17M 7% Jun 2022
Lake Point Wealth Management 732k $17M 100% Jun 2022
Conrad Siegel Investment Advisors 719k $17M -23% Jun 2022
Midwest Heritage Bank 718k $17M -2% Jun 2022
Soundmark Wealth Management 718k $17M -3% Jun 2022
Equitable Holdings 705k $19M 2% Mar 2022
Ml & R Wealth Management 703k $16M 2% Jun 2022
Baldrige Asset Management 670k $16M -2% Jun 2022
Creative Planning 636k $15M 103% Jun 2022
Multi-Financial Securities 630k $15M 4% Jun 2022
N.E.W. Advisory Services 617k $14M 100% Jun 2022
Brighton Jones 615k $14M 7% Jun 2022
Chicago Partners Investment 593k $15M -23% Jun 2022
Sequoia Financial Advisors 588k $14M 2% Jun 2022
Cetera Investment Advisers 557k $13M 1% Jun 2022
Bridgeworth 548k $13M 3% Jun 2022
Betterment 543k $13M 22% Jun 2022
Strategic Wealth Advisors 528k $13M 15% Jun 2022
CVA Family Office 515k $12M 1% Jun 2022
Knightsbridge Asset Management 506k $12M 100% Jun 2022
Rather & Kittrell 486k $11M 4% Jun 2022
Sloy Dahl & Holst 480k $11M 0% Jun 2022
Merit Financial Group 480k $11M -1% Jun 2022
Branch Banking & Trust Company 478k $11M 25% Jun 2022
AdvisorNet Financial 475k $11M -42% Jun 2022
Glassman Wealth Services 475k $11M 100% Jun 2022
Zhang Financial 457k $11M 3244% Jun 2022
Park Avenue Securities 424k $9.9M 1% Jun 2022
Ohe Financial 422k $9.8M 9% Jun 2022
Investment Advisory Group 415k $9.7M 1% Jun 2022
Phillips Financial Management 414k $9.6M 2135% Jun 2022
Efficient Wealth Management 412k $9.6M -1% Jun 2022
Rehmann Capital Advisory 411k $9.6M 12% Jun 2022
Integrated Advisors Network 394k $9.2M 5% Jun 2022
First Republic Investment Management 392k $9.1M 76% Jun 2022
Summit Wealth Group 389k $9.1M 8% Jun 2022
Schubert & Co 384k $8.9M -6% Jun 2022
Advisory Services & Investments 373k $8.7M 3249% Jun 2022
Financial Advocates Investment Management 370k $8.6M 100% Jun 2022
Regions Bank 369k $8.6M 0% Jun 2022
Winthrop Advisory Group 368k $8.6M -1% Jun 2022
Dynamic Advisors Solutions 319k $7.4M 100% Jun 2022
Websterrogers Financial Advisors 316k $7.4M 0% Jun 2022
Cedar Wealth Management 302k $7.0M 0% Jun 2022
Eaton Vance Management 300k $8.3M 24197% Mar 2022
Parametric Portfolio Associates 298k $8.2M 100% Mar 2022
Red Wave Investments 296k $6.9M 0% Jun 2022
CFS Investment Advisory Services 290k $6.7M -90% Jun 2022
Aspiriant 282k $6.6M -2% Jun 2022
Fort Point Capital Partners 264k $7.3M 16% Mar 2022

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Sowell Financial Services Dec 2021 876k $25M
Truepoint Mar 2022 449k $11M
Wealthcare Advisory Partners Dec 2021 327k $9.5M