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
Envestnet Asset Management 28M $1.1B 7% Jun 2026
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First Command Advisory Services 15M $630M 2% Jun 2026
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Prudential Financial 15M $617M 33% Jun 2026
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Bank of America Corporation 10M $429M 17% Jun 2026
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Wiley Bros.-aintree Capital 9.8M $406M 8% Jun 2026
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Northern Trust 7.9M $325M 14% Jun 2026
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Sym Financial Corporation 6.8M $281M 1% Sep 2026
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Royal Bank of Canada 6.5M $267M 10% Jun 2026
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Coldstream Capital Management 5.6M $233M -49% Jun 2026
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Vise Technologies 5.0M $207M 11% Sep 2026
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Root Financial Partners 4.9M $203M 8% Sep 2026
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LPL Financial 4.8M $196M 18% Jun 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 4.6M $190M 11% Sep 2026
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UBS Group 4.6M $188M 9% Jun 2026
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Mariner Wealth Advisors 4.4M $179M 2% Jun 2026
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MAI Wealth Advisors 4.2M $172M 250% Jun 2026
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Moisand Fitzgerald Tamayo 3.8M $156M 2% Sep 2026
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McKinley Carter Wealth Services 3.8M $156M 3% Sep 2026
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HighTower Advisors 3.4M $142M 37% Jun 2026
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CI Private Wealth 3.1M $127M -4% Jun 2026
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Mercer Global Advisors 3.0M $123M 24% Jun 2026
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One Capital Management 3.0M $115M 0% Jun 2026
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LVZ Advisors 2.9M $122M 1% Sep 2026
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Pure Financial Advisors 2.9M $121M -1% Jun 2026
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Apollon Wealth Management 2.9M $118M 19% Sep 2026
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Hartland & Co 2.8M $117M 5% Jun 2026
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Sequoia Financial Advisors 2.8M $117M 4% Jun 2026
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Resources Investment Advisors 2.8M $114M 0% Jun 2026
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Commonwealth Equity Services 2.6M $109M 12% Jun 2026
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First National Bank Of Omaha 2.6M $108M 3% Jun 2026
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Cetera Investment Advisers 2.6M $107M 13% Jun 2026
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Maseco 2.6M $107M 9% Sep 2026
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Klaas Financial Asset Advisors 2.5M $102M 1% Sep 2026
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Buckingham Strategic Partners 2.4M $100M 9% Jun 2026
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Beacon Pointe Advisors 2.3M $94M 7% Jun 2026
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Marquette Asset Management 2.3M $94M 1% Sep 2026
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Colony 2.2M $93M -1% Jun 2026
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Zhang Financial 2.1M $87M 15% Jun 2026
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Northwestern Mutual Wealth Management Company 2.0M $83M 7% Jun 2026
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Sontag Advisory 2.0M $83M 1% Jun 2026
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HPM Partners 2.0M $81M 54% Jun 2026
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RAM Investment Partners 1.9M $81M 1% Sep 2026
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EP Wealth Advisors 1.8M $75M -1% Jun 2026
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Berman McAleer 1.8M $75M -1% Sep 2026
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Savant Capital Management 1.8M $75M 43% Jun 2026
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Financial Management Professionals 1.7M $72M 1% Sep 2026
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WNY Asset Management 1.7M $70M 17% Jun 2026
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Brighton Jones 1.7M $69M 5% Jun 2026
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Bedel Financial Consulting 1.6M $65M 4% Jun 2026
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Pioneer Wealth Management Group 1.6M $65M 4% Sep 2026
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Bridgewater Advisors 1.5M $63M 6% Jun 2026
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Wealth Dimensions Group 1.5M $60M 3% Jun 2026
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Sax Wealth Advisors 1.4M $60M 17% Sep 2026
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First National Advisers 1.4M $60M -1% Jun 2026
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Aptus Capital Advisors 1.4M $59M 81% Jun 2026
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Willow Creek Wealth Management 1.4M $59M 1% Sep 2026
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Everhart Financial Group 1.4M $58M 16% Sep 2026
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Goss Wealth Management 1.4M $58M 9% Jun 2026
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RVW Wealth 1.4M $57M -9% Sep 2026
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Aquire Wealth Advisors 1.4M $57M 4% Sep 2026
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Advisor Group Holdings 1.3M $55M 14% Jun 2026
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Great Point Wealth Advisors 1.3M $54M 3% Sep 2026
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Harbour Investments 1.3M $53M 0% Jun 2026
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Raymond James Financial 1.3M $52M 4% Jun 2026
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Spinnaker Investment Group 1.3M $52M -1% Sep 2026
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Kestra Investment Management 1.2M $51M -31% Jun 2026
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Mather Group 1.2M $51M 1% Sep 2026
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Wealth Enhancement Advisory Services 1.2M $49M 3% Sep 2026
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Apella Capital 1.2M $49M 6% Sep 2026
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Arista Wealth Management 1.1M $45M 1% Sep 2026
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HighPoint Advisor 1.1M $44M 3% Jun 2026
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JFS Wealth Advisors 1.1M $44M 5% Jun 2026
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Stadion Money Management 1.1M $44M -3% Jun 2026
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Crusonia Wealth Advisors 1.0M $43M 10% Sep 2026
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Prudent Man Investment Management 1.0M $40M -1% Jun 2026
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Baird Financial 1.0M $43M 7% Jun 2026
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Private Advisor 1.0M $42M -11% Jun 2026
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Pathstone Holdings 1.0M $42M 35% Jun 2026
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Chico Wealth RIA 1.0M $42M 1% Jun 2026
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Annandale Capital 1.0M $42M 10% Jun 2026
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Smartleaf Asset Management 975k $40M 0% Jun 2026
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Wealthquest 970k $40M 102% Jun 2026
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Capital Performance Advisors 969k $40M 0% Jun 2026
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SC&H Financial Advisors 958k $40M 1% Sep 2026
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Perigon Wealth Management 957k $40M -5% Sep 2026
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Curated Wealth Partners 930k $39M -65% Sep 2026
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Mml Investors Services 920k $38M 12% Jun 2026
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Pallas Capital Advisors 920k $38M 7% Jun 2026
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Monument Group Wealth Advisors 892k $37M 4% Sep 2026
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D.A. Davidson & Co. 892k $37M 42% Sep 2026
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Consilium Wealth Advisory 887k $37M -1% Sep 2026
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UMA Financial Services 847k $35M 10% Sep 2026
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LRI Investments 838k $35M -1% Jun 2026
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Financial Alternatives 836k $35M 1% Jun 2026
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Mission Wealth Management 834k $35M -17% Sep 2026
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TrueNorth 831k $34M 100% Jun 2026
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Trinity Financial Advisors 823k $34M 0% Sep 2026
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Valued Wealth Advisors 813k $34M 3% Jun 2026
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Fonville Wealth Management 798k $33M 10% Sep 2026
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Joseph Group Capital Management 786k $32M 0% Jun 2026
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Amicus Financial Advisors 785k $32M -7% Jun 2026
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Fiduciary Financial Group 785k $33M 4% Sep 2026
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Keyes, Stange & Wooten Wealth Management 779k $32M 3% Jun 2026
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Kure Advisory 779k $32M 2% Sep 2026
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Plan 768k $32M 28% Jun 2026
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Betterment 767k $32M 1% Jun 2026
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Pensionmark Financial Group 767k $30M 0% Jun 2026
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Financial Engines Advisors L.L.C 748k $31M 24% Jun 2026
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AE Wealth Management 724k $30M 4% Jun 2026
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Rockefeller Capital Management 721k $30M 3% Jun 2026
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Forum Private Client Group 703k $29M 10% Jun 2026
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Parkshore Wealth Management 702k $29M 26% Sep 2026
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Jane Street 700k $29M 226% Jun 2026
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Chicago Partners Investment 695k $29M 4% Sep 2026
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Hanson McClain Advisors 693k $29M -11% Jun 2026
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Creative Planning 687k $28M -1% Jun 2026
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DecisionPoint Financial 684k $28M 0% Sep 2026
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Advisory Alpha 648k $27M 9% Jun 2026
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Kestra Advisory Services 645k $27M 3% Jun 2026
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TCP Asset Management 633k $26M 4% Sep 2026
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Allodium Investment Consultants 632k $26M 6% Sep 2026
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Brogan Financial 632k $26M 1% Jun 2026
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Private Wealth Management Group 629k $26M 36% Sep 2026
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Evanson Financial 628k $26M -6% Sep 2026
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Heritage Wealth Management, Inc./Texas 621k $26M 0% Jun 2026
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Stonehearth Capital Management 616k $26M 1% Sep 2026
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Stifel Financial 611k $25M 5% Jun 2026
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Berger Financial Group 597k $25M 9% Jun 2026
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Austin Wealth Management 591k $24M 3% Jun 2026
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Concurrent Investment Advisors 589k $24M 60% Sep 2026
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Spectrum Investment Advisors 580k $24M 1% Jun 2026
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Allegiance Financial Group Advisory Services 576k $24M 9% Jun 2026
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BWM Planning 568k $23M 2% Jun 2026
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Next Level Wealth Planning 566k $23M 2% Sep 2026
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Awm Capital 536k $22M -2% Sep 2026
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Dynamic Advisors Solutions 520k $22M 1% Sep 2026
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Builder Investment Group 515k $21M 2% Sep 2026
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Legacy Financial Group 514k $21M -5% Sep 2026
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Cambridge Investment Research Advisors 513k $21M -7% Jun 2026
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CPA Asset Management 494k $21M 4% Sep 2026
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Branch Banking & Trust Company 491k $20M -11% Sep 2026
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Owl Creek Wealth Partners 474k $20M 3% Sep 2026
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Essential Planning 473k $20M -3% Sep 2026
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Warren Averett Asset Management 473k $20M 5% Jun 2026
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Veracity Capital 469k $19M 5% Sep 2026
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Diversify Advisory Services 468k $19M -2% Sep 2026
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Diversify Wealth Management 468k $19M -2% Sep 2026
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Evermay Wealth Management 463k $19M 6% Jun 2026
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Note Advisors 462k $19M 13% Jun 2026
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My Personal CFO 459k $19M 19% Sep 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Evoke Wealth Mar 2026 2.9M $114M