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
Essential Planning 16M $412M 6264% Dec 2024
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Retirement Systems of Alabama 13M $321M 0% Dec 2024
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FMR 9.8M $268M 32% Sep 2024
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Mather Group 8.9M $227M 46% Dec 2024
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UBS Group 5.3M $144M 2% Sep 2024
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Bank of America Corporation 4.5M $124M 7% Sep 2024
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Foster Group 3.6M $90M 2% Dec 2024
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Mariner Wealth Advisors 3.3M $90M 5% Sep 2024
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Factory Mutual Insurance Company 3.1M $78M 0% Dec 2024
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Cable Hill Partners 2.4M $67M -10% Sep 2024
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Envestnet Asset Management 2.4M $66M -35% Sep 2024
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Sontag Advisory 2.3M $63M 3676% Sep 2024
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CI Private Wealth 2.2M $55M 2% Dec 2024
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Catalyst Capital Advisors 1.9M $47M 13% Dec 2024
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Root Financial Partners 1.8M $46M 24% Dec 2024
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Creative Planning 1.7M $46M -3% Sep 2024
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Millburn Ridgefield 1.7M $45M -6% Sep 2024
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Mercer Global Advisors 1.6M $44M -46% Sep 2024
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Falcon Wealth Planning 1.5M $38M 3% Dec 2024
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True Link Financial Advisors 1.4M $36M -8% Dec 2024
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Colony 1.4M $39M 100% Sep 2024
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Evoke Wealth 1.3M $34M 2% Dec 2024
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Royal Bank of Canada 1.3M $36M 46% Sep 2024
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Wealthfront Advisers 1.2M $102M 3933% Dec 2024
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Aquire Wealth Advisors 1.1M $31M 100% Sep 2024
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TCI Wealth Advisors 1.1M $28M 24% Dec 2024
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Wealth Enhancement Advisory Services 1.1M $30M 1% Dec 2024
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CWM 1.1M $30M -11% Sep 2024
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Great Point Wealth Advisors 1.1M $27M 3% Dec 2024
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Mission Wealth Management 1.1M $27M -11% Dec 2024
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EP Wealth Advisors 1.0M $29M -14% Sep 2024
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RVW Wealth 1.0M $27M 1% Dec 2024
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RAM Investment Partners 1.0M $26M 10% Dec 2024
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Northwestern Mutual Wealth Management Company 945k $26M 144% Sep 2024
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West Financial Advisors 927k $24M 2% Dec 2024
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Prime Capital Investment Advisors 884k $24M 4% Sep 2024
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Raymond James Financial 841k $21M 100% Dec 2024
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Financial Planning & Information Services 838k $23M 4% Sep 2024
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WPWealth 813k $22M 7% Sep 2024
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Market Street Wealth Management Advisors 797k $20M 2% Dec 2024
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Ledyard National Bank 797k $22M 1% Sep 2024
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Aveo Capital Partners 718k $18M -3% Dec 2024
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Raymond James Financial Services Advisors 717k $20M 0% Sep 2024
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Diversified Portfolios 707k $18M 4% Dec 2024
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HighTower Advisors 698k $18M 11% Dec 2024
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Founders Financial Securities 694k $18M -4% Dec 2024
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Perigon Wealth Management 692k $17M 12% Dec 2024
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Horizon Investments 690k $18M -3% Dec 2024
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Old Mission Capital 690k $19M 100% Sep 2024
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Resources Investment Advisors 688k $19M 17% Sep 2024
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Eqis Capital Management 683k $19M 3% Sep 2024
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Bank Of Montreal 679k $19M 100% Sep 2024
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H D Vest Advisory Services 675k $17M 2% Dec 2024
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JFS Wealth Advisors 674k $17M -1% Dec 2024
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Morling Financial Advisors 670k $17M 8% Dec 2024
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Marquette Asset Management 668k $17M 1% Dec 2024
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Modera Wealth Management 655k $17M 13% Dec 2024
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Park Avenue Securities 654k $17M 10% Dec 2024
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CPA Asset Management 631k $17M 1% Sep 2024
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Annandale Capital 609k $17M 9% Sep 2024
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Hartland & Co 598k $15M 7% Dec 2024
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Fiduciary Financial Group 589k $15M 3% Dec 2024
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Moisand Fitzgerald Tamayo 588k $16M 3% Sep 2024
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HPM Partners 569k $16M 53% Sep 2024
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Bedel Financial Consulting 565k $15M 2% Dec 2024
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Buckingham Strategic Partners 561k $15M 100% Sep 2024
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Wealth Management Nebraska 559k $14M 100% Dec 2024
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Arista Wealth Management 549k $15M 3% Sep 2024
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Dynamic Advisors Solutions 545k $14M 3% Dec 2024
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Creative Capital Management Investments 540k $14M 3% Dec 2024
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Pallas Capital Advisors 526k $13M 0% Dec 2024
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Cetera Investment Advisers 517k $14M 14% Sep 2024
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Colony Family Offices 510k $13M 1% Dec 2024
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Brighton Jones 487k $12M 18% Dec 2024
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Voisard Asset Management Group 481k $12M 3% Dec 2024
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DDFG 478k $12B 3% Dec 2024
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Envision Financial Planning 478k $13M 12% Sep 2024
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Collective Family Office 476k $12M 3% Dec 2024
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Efficient Advisors 476k $12M 9% Dec 2024
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Index Fund Advisors 474k $12M 8% Dec 2024
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Mml Investors Services 469k $13M -4% Sep 2024
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UMA Financial Services 464k $13M -1% Sep 2024
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DiNuzzo Private Wealth 462k $12M 1% Dec 2024
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Wescott Financial Advisory Group 458k $12M 1% Dec 2024
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Pioneer Wealth Management Group 443k $12M 7% Sep 2024
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Great Waters Wealth Management 439k $11M -15% Dec 2024
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Integrated Wealth Concepts 439k $12M 1% Sep 2024
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CFS Investment Advisory Services 432k $11M 0% Dec 2024
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Avondale Wealth Management 417k $11M 7% Dec 2024
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PBMares Wealth Management 414k $11M 9% Dec 2024
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TCP Asset Management 390k $9.9M 5% Dec 2024
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BWM Planning 389k $9.9M -1% Dec 2024
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Private Capital Management 388k $11M -6% Sep 2024
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Chico Wealth RIA 388k $9.8M 3% Dec 2024
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Wealth Dimensions Group 381k $10M 20% Sep 2024
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Commonwealth Equity Services 368k $9.3M 24% Dec 2024
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Evergreen Capital Management 367k $10M 7% Sep 2024
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Awm Capital 366k $10M -1% Sep 2024
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Sequoia Financial Advisors 365k $9.3M -2% Dec 2024
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Austin Wealth Management 364k $9.3M 14% Dec 2024
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Keyes, Stange & Wooten Wealth Management 359k $9.8M 3% Sep 2024
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SC&H Financial Advisors 355k $9.0M 6% Dec 2024
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Sterling Wealth Management 354k $9.7M 40% Sep 2024
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Confluence Wealth Services 353k $9.1M 31% Dec 2024
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Newman Dignan & Sheerar 348k $8.8M 2% Dec 2024
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Diversify Wealth Management 345k $8.6M 2% Dec 2024
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Bridgewater Advisors 341k $8.5M 2% Dec 2024
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Betterment 337k $9.2M 18% Sep 2024
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Burns Wealth Management 328k $8.3M 6% Dec 2024
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Vawter Financial 321k $8.1M 3% Dec 2024
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Stadion Money Management 319k $8.7M 13% Sep 2024
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Plan Group Financial 315k $8.0M 0% Dec 2024
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Grimes & Company 312k $7.9M 22% Dec 2024
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LPL Financial 310k $8.5M 11% Sep 2024
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Wealthquest 306k $7.8M 10% Dec 2024
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Captrust Financial Advisors 294k $8.0M 1% Sep 2024
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Perritt Capital Management 286k $7.3M 1% Dec 2024
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Beaird Harris Wealth Management 279k $7.1M -1% Dec 2024
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Towneley Capital Management, Inc / DE 278k $7.0M 1% Dec 2024
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Kovitz Investment Group Partners 275k $7.5M 100% Sep 2024
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AA Financial Advisors 273k $6.9M 15% Dec 2024
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Cresset Asset Management 264k $7.2M 2% Sep 2024
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Aptus Capital Advisors 259k $7.1M 4% Sep 2024
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Private Advisor 256k $6.5M 47% Dec 2024
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Quantum Financial Advisors 255k $6.5M 72% Dec 2024
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Atria Investments 252k $6.4M 499% Dec 2024
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SOL Capital Management 251k $6.4M -11% Dec 2024
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Tortoise Investment Management 251k $6.4M 18% Dec 2024
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Archford Capital Strategies 247k $6.3M 30% Dec 2024
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FinDec Wealth Services 245k $6.7M 5% Sep 2024
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Catalyst Private Wealth 244k $6.2M 4% Dec 2024
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Cassady Schiller Wealth Management 244k $6.2M 32% Dec 2024
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tru Independence 242k $6.1M 4% Dec 2024
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Forum Private Client Group 237k $6.5M 100% Sep 2024
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Jackson Thornton Asset Management 236k $6.0M 13% Dec 2024
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Financial Alternatives 234k $6.4M -1% Sep 2024
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AE Wealth Management 231k $6.3M 14% Sep 2024
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Shore Point Advisors 229k $5.8M -26% Dec 2024
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Legacy Financial Group 229k $6.1M -3% Sep 2024
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MAI Wealth Advisors 228k $6.3M -2% Sep 2024
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Monument Group Wealth Advisors 225k $5.7M -16% Dec 2024
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Larson Financial Group 223k $5.7M -10% Dec 2024
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Jpmorgan Chase & Co 222k $6.1M 254% Sep 2024
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DecisionPoint Financial 217k $5.5M 5% Dec 2024
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Gail Mannix 216k $5.2M 3% Sep 2024
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Kure Advisory 213k $5.8M 2% Sep 2024
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Rappaport Reiches Capital Management 213k $5.4M 6% Dec 2024
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Sterling Wealth Advisors 210k $5.3M 100% Dec 2024
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Oceanside Advisors 209k $5.3M 4% Dec 2024
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GEM Asset Management 178k $4.5M -16% Dec 2024
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Stifel Financial 144k $3.9M -78% Sep 2024
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Kestra Advisory Services 68k $1.7M -79% Dec 2024
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Jun 2024 553k $14M
Umb Bank N A Sep 2024 233k $6.4M