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 41M $1.2B 18% Dec 2023
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Forum Financial Management 40M $1.2B 3% Dec 2023
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Buckingham Asset Management 38M $1.1B 0% Dec 2023
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Plan 11M $322M 0% Dec 2023
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Commonwealth Equity Services 10M $298M 1% Dec 2023
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SJS Investment Consulting 8.9M $261M 1% Dec 2023
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Rockwood Wealth Management 8.6M $253M -1% Dec 2023
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Private Ocean 7.3M $214M 18% Dec 2023
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Apella Capital 7.1M $225M 13% Mar 2024
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Greenspring Advisors 7.1M $207M 3% Dec 2023
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HighTower Advisors 6.9M $202M -2% Dec 2023
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Buckingham Strategic Partners 6.4M $187M -25% Dec 2023
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Geometric Wealth Advisors 6.4M $187M 6% Dec 2023
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Monograph Wealth Advisors 6.2M $182M 6% Dec 2023
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Savant Capital Management 5.9M $173M 2% Dec 2023
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Heritage Financial Services 5.6M $163M 1% Dec 2023
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CI Private Wealth 5.3M $155M 2% Dec 2023
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Modera Wealth Management 5.2M $153M 2% Dec 2023
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Pure Financial Advisors 5.0M $146M 2% Dec 2023
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Hill Investment Group Partners 5.0M $145M 5% Dec 2023
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McGlone Suttner Wealth Management 4.6M $135M 1% Dec 2023
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Wealth Enhancement Advisory Services 4.5M $132M 0% Dec 2023
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Baird Financial 4.5M $132M 4% Dec 2023
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Tfo-tdc 4.5M $129B -1% Dec 2023
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Jackson Thornton Asset Management 4.4M $128M -4% Dec 2023
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Austin Asset Management 4.3M $125M 1% Dec 2023
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Bridgeworth 4.2M $122M -1% Dec 2023
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Cardiff Park Advisors 4.1M $121M -1% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 4.1M $121M 11% Dec 2023
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HPM Partners 4.0M $116M -1% Dec 2023
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Evanson Asset Management 4.0M $127M 1% Mar 2024
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UBS Group 3.5M $102M 0% Dec 2023
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Syverson Strege & Co 3.4M $101M -1% Dec 2023
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Hanson McClain Advisors 3.3M $97M -1% Dec 2023
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Assetmark 3.2M $94M 1% Dec 2023
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Mariner Wealth Advisors 3.2M $94M 0% Dec 2023
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Asset Dedication 3.2M $92M -4% Dec 2023
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Onyx Financial Advisors 3.1M $90M 1% Dec 2023
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BetterWealth 2.9M $85M 8% Dec 2023
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JFS Wealth Advisors 2.9M $85M 7% Dec 2023
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Core Wealth Management 2.9M $84M -2% Dec 2023
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Millburn Ridgefield 2.9M $84M -3% Dec 2023
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BKD Wealth Advisors 2.8M $83M -3% Dec 2023
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New Capital Management 2.8M $89M 15% Mar 2024
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Warwick Investment Management 2.8M $81M 0% Dec 2023
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First Ascent Asset Management 2.8M $80M 0% Dec 2023
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Conrad Siegel Investment Advisors 2.7M $85M 109% Mar 2024
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Vestmark Advisory Solutions 2.6M $78M 20% Dec 2023
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Waypoint Wealth Partners 2.4M $71M 3% Dec 2023
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Raymond James Financial Services Advisors 2.4M $71M -3% Dec 2023
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Grand Wealth Management 2.4M $70M 0% Dec 2023
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Awm Capital 2.4M $70M 4% Dec 2023
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CliftonLarsonAllen Wealth Advisors 2.3M $68M -4% Dec 2023
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Frank. Day 2.3M $66M 3% Dec 2023
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ShankerValleau Wealth Advisors 2.2M $66M 0% Dec 2023
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Ruedi Wealth Management 2.2M $65M 6% Dec 2023
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WorthPointe 2.2M $65M 1% Dec 2023
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RAM Investment Partners 2.2M $64M 1% Dec 2023
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Heritage Investment Group 2.2M $64M -1% Dec 2023
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DecisionPoint Financial 2.1M $62M 11% Dec 2023
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Planning Center 2.1M $62M -1% Dec 2023
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Safeguard Investment Advisory Group 2.1M $62M 7% Dec 2023
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Bank of America Corporation 2.1M $62M 35% Dec 2023
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Sax Wealth Advisors 2.0M $60M 4% Dec 2023
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Park Avenue Securities 2.0M $65M 7% Mar 2024
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Cambridge Investment Research Advisors 1.9M $57M -6% Dec 2023
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Creative Planning 1.9M $56M 72% Dec 2023
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Tillman Hartley 1.9M $56M 0% Dec 2023
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Andrews, Lucia Wealth Management 1.9M $55M 0% Dec 2023
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Vista Wealth Management Group 1.8M $54M 0% Dec 2023
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Keb Asset Management 1.8M $54M -1% Dec 2023
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Baker Boyer National Bank 1.8M $58M 3% Mar 2024
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Henrickson Nauta Wealth Advisors 1.7M $54M 3% Mar 2024
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Kestra Advisory Services 1.7M $50M 5% Dec 2023
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Vance Wealth 1.7M $50M -4% Dec 2023
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Shearwater Capital 1.7M $54M 1% Mar 2024
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Zhang Financial 1.7M $49M 24% Dec 2023
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Advisor Group Holdings 1.7M $48M -48% Dec 2023
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Capital Performance Advisors 1.6M $48M 0% Dec 2023
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Claris Advisors, Llc / Mo / 1.6M $47M -1% Dec 2023
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SC&H Financial Advisors 1.6M $47M 9% Dec 2023
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True Wealth Design 1.6M $47M 5% Dec 2023
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Lincoln National 1.6M $46M 2% Dec 2023
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TCI Wealth Advisors 1.6M $46M 1% Dec 2023
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Chicago Partners Investment 1.6M $46M 2% Dec 2023
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Perigon Wealth Management 1.5M $45M 2% Dec 2023
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Monument Group Wealth Advisors 1.5M $44M 100% Dec 2023
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Beacon Pointe Advisors 1.5M $42M 16% Dec 2023
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Paragon Wealth Strategies 1.4M $42M 100% Dec 2023
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Ballentine Capital Advisors 1.4M $43M 100% Dec 2023
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Betterment 1.4M $42M 26% Dec 2023
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Efficient Advisors 1.4M $41M 1% Dec 2023
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Chico Wealth RIA 1.4M $41M 0% Dec 2023
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Grunden Financial Advisory 1.4M $41M 100% Dec 2023
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Private Advisor 1.4M $41M 13% Dec 2023
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Capstone Capital Wealth Advisors 1.4M $40M 100% Dec 2023
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Lauterbach Financial Advisors 1.3M $39M 0% Dec 2023
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Jpmorgan Chase & Co 1.3M $38M 24% Dec 2023
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Austin Wealth Management 1.3M $39M -5% Dec 2023
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Summit Wealth Group 1.3M $38M 2% Dec 2023
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Rs Crum 1.3M $38M 4% Dec 2023
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PBMares Wealth Management 1.3M $37M 5% Dec 2023
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BCU Wealth Advisors 1.3M $37M 100% Dec 2023
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Bayshore Asset Management 1.2M $37M 1% Dec 2023
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Rather & Kittrell 1.2M $36M 2% Dec 2023
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Royal Bank of Canada 1.2M $35M 22% Dec 2023
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Northwest Wealth Management 1.2M $35M 35% Dec 2023
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One Degree Advisors 1.1M $34M 100% Dec 2023
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Trust Co of the South 1.1M $37M 12% Mar 2024
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Red Lighthouse Investment Management 1.1M $33M -1% Dec 2023
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Applied Capital 1.1M $33M 0% Dec 2023
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Cherrydale Wealth Management 1.1M $35M 0% Mar 2024
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Helen Stephens Group 1.1M $32M 10% Dec 2023
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Morton Capital Management 1.1M $34M 7% Mar 2024
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Great Valley Advisor Group 1.1M $31M 57% Dec 2023
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Glassman Wealth Services 1.1M $31M 12% Dec 2023
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Creative Capital Management Investments 1.0M $30M 10% Dec 2023
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Phillips Financial Management 994k $29M -9% Dec 2023
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EP Wealth Advisors 983k $29M 0% Dec 2023
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North Ridge Wealth Advisors 982k $29M 5% Dec 2023
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Straight Path Wealth Management 973k $28M 16% Dec 2023
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Wealthstream Advisors 973k $28M 13% Dec 2023
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Dopkins Wealth Management 946k $28M -14% Dec 2023
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Mather Group 934k $27M 0% Mar 2024
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Liberty Wealth Management 933k $27M -2% Dec 2023
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DiNuzzo Private Wealth 930k $27M 100% Dec 2023
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Financial Symmetry 928k $27M 100% Dec 2023
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WMS Partners 913k $27M 0% Dec 2023
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IFG Advisory 907k $27M 1% Dec 2023
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Trellis Wealth Advisors 904k $26M 3% Dec 2023
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Midwest Heritage Bank 888k $26M 1% Dec 2023
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Robertson Stephens Wealth Management 868k $25M 0% Dec 2023
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Ml & R Wealth Management 845k $25M 2% Dec 2023
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Captrust Financial Advisors 831k $24M 0% Dec 2023
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Umb Bank N A 823k $24M 0% Dec 2023
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Branch Banking & Trust Company 809k $24M 1% Dec 2023
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Walden Wealth Partners 799k $23M 100% Dec 2023
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Abel Hall 796k $23M 100% Dec 2023
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Soundmark Wealth Management 793k $25M 2% Mar 2024
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Private Wealth Management Group 781k $23M 100% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 780k $23M -1% Dec 2023
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Peirce Capital Management 780k $23M 100% Dec 2023
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Rockbridge Investment Management, LCC 775k $23M 100% Dec 2023
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Root Financial Partners 755k $22M 1% Dec 2023
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Kraft Asset Management 723k $21M 0% Dec 2023
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Symmetry Partner 701k $21M -2% Dec 2023
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Schulz Wealth 698k $22M 15% Mar 2024
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Dynamic Advisors Solutions 697k $22M 7% Mar 2024
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Versant Capital Management 693k $22M -1% Mar 2024
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Lutz Financial Services 689k $20M 13% Dec 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Brighton Jones Sep 2023 1.3M $34M