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
Sym Financial Corporation 6.1M $176M -4% Dec 2023
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Cable Hill Partners 5.3M $149M 5% Dec 2023
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Bank of America Corporation 4.6M $131M 3% Dec 2023
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CI Private Wealth 3.6M $102M 6% Dec 2023
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Moisand Fitzgerald Tamayo 3.2M $92M 4% Dec 2023
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Royal Bank of Canada 2.5M $71M 17% Dec 2023
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Marquette Asset Management 2.0M $57M 36% Dec 2023
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LVZ Advisors 1.9M $53M 0% Dec 2023
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Wilbanks Smith & Thomas Asset Management 1.8M $51M 13% Dec 2023
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Commonwealth Equity Services 1.6M $46M 1% Dec 2023
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Mariner Wealth Advisors 1.6M $46M 2% Dec 2023
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RVW Wealth 1.6M $45M 10% Dec 2023
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Evoke Wealth 1.5M $44M 3% Dec 2023
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Private Ocean 1.3M $37M 50% Dec 2023
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Zhang Financial 1.3M $37M 9% Dec 2023
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UBS Group 1.3M $36M -8% Dec 2023
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RAM Investment Partners 1.3M $36M 1% Dec 2023
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Root Financial Partners 1.2M $36M 22% Dec 2023
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Sequoia Financial Advisors 1.2M $36M 8% Dec 2023
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Spinnaker Investment Group 1.2M $34M 6% Dec 2023
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McIlrath & Eck 1.1M $32M 21% Dec 2023
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Arista Wealth Management 1.1M $30M -13% Dec 2023
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Bedel Financial Consulting 1.1M $30M 2% Dec 2023
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Bedel Financial Consulting 1.0M $27M 100% Sep 2023
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Aquire Wealth Advisors 1.0M $30M 2% Dec 2023
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Mather Group 997k $29M -4% Dec 2023
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Wealth Enhancement Advisory Services 996k $29M 3% Dec 2023
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JFS Wealth Advisors 975k $28M 45% Dec 2023
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Financial Planning & Information Services 939k $25M 4% Sep 2023
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Mission Wealth Management 927k $27M -2% Dec 2023
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Private Capital Management 862k $25M 16% Dec 2023
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Larson Financial Group 858k $25M 6% Dec 2023
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Betterment 830k $24M 45% Dec 2023
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Chico Wealth RIA 807k $23M -1% Dec 2023
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Wealth Dimensions Group 780k $22M 70% Dec 2023
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Monticello Wealth Management 762k $22M 1301% Dec 2023
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Creative Planning 756k $22M 17% Dec 2023
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Raymond James Financial Services Advisors 732k $21M -4% Dec 2023
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Envestnet Asset Management 729k $19M -1% Sep 2023
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Frank. Day 714k $21M 2% Dec 2023
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Buckingham Asset Management 705k $20M 87% Dec 2023
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Kestra Advisory Services 697k $20M 484% Dec 2023
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Pioneer Wealth Management Group 693k $20M 47% Dec 2023
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Goss Wealth Management 682k $18M 30% Sep 2023
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Aptus Capital Advisors 672k $18M 262% Sep 2023
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Pure Financial Advisors 671k $19M 58% Dec 2023
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DecisionPoint Financial 649k $19M 0% Dec 2023
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Monument Group Wealth Advisors 639k $18M 100% Dec 2023
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Triad Financial Advisors 634k $17M 73% Sep 2023
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Keyes, Stange & Wooten Wealth Management 632k $18M 100% Dec 2023
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GeoWealth Management 627k $16M 25% Sep 2023
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Perigon Wealth Management 626k $18M -7% Dec 2023
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Strategic Investment Solutions 611k $16M 5917% Sep 2023
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Awm Capital 609k $17M 21% Dec 2023
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Hanson McClain Advisors 604k $17M -8% Dec 2023
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UMA Financial Services 601k $17M 7% Dec 2023
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Legacy Financial Group 558k $15M 7% Sep 2023
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SC&H Financial Advisors 557k $16M 4% Dec 2023
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Stonehearth Capital Management 552k $16M -9% Dec 2023
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Kure Advisory 543k $16M 1% Dec 2023
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Mml Investors Services 533k $14M 3% Sep 2023
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Captrust Financial Advisors 518k $15M 3% Dec 2023
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Brogan Financial 518k $15M 100% Dec 2023
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Pallas Capital Advisors 514k $15M 0% Dec 2023
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Mutual Advisors 501k $14M 251% Dec 2023
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Consilium Wealth Advisory 498k $14M 2% Dec 2023
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tru Independence 484k $14M 37% Dec 2023
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Pathstone Family Office 462k $8.5M 50% Sep 2023
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Rappaport Reiches Capital Management 459k $13M 12% Dec 2023
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Essential Planning 455k $12M 7% Sep 2023
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Pathstone Holdings 452k $13M 100% Dec 2023
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Annandale Capital 448k $13M 25% Dec 2023
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AE Wealth Management 438k $13M 16% Dec 2023
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FirstPurpose Wealth 436k $11M 5% Sep 2023
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Mercer Global Advisors 434k $12M -6% Dec 2023
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MAI Wealth Advisors 431k $12M -8% Dec 2023
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Evanson Asset Management 427k $12M 19% Dec 2023
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Financial Advocates Investment Management 423k $12M -13% Dec 2023
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Great Point Wealth Advisors 420k $12M 12% Dec 2023
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Builder Investment Group 412k $12M 1% Dec 2023
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Sterling Financial Group 406k $12M -5% Dec 2023
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Jane Street 398k $11M -59% Dec 2023
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Sax Wealth Advisors 392k $11M 80% Dec 2023
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TCP Asset Management 389k $11M 6% Dec 2023
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Chicago Partners Investment 387k $9.7M 15% Sep 2023
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Gail Mannix 386k $11M -7% Dec 2023
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Pinnacle Wealth Management Advisory 385k $11M -7% Dec 2023
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Spectrum Investment Advisors 380k $11M 100% Dec 2023
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Kickstand Ventures 374k $11M 100% Dec 2023
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Financial Alternatives 370k $9.7M 3% Sep 2023
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Advisory Alpha 362k $10M 2% Dec 2023
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Okabena Investment Services 361k $10M 0% Dec 2023
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Willow Creek Wealth Management 357k $9.3M 9% Sep 2023
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Modera Wealth Management 352k $10M -2% Dec 2023
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Forum Private Client Group 348k $10M 100% Dec 2023
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Traverso Chambers Private Wealth Management 345k $9.9M 5% Dec 2023
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First National Corp 343k $9.8M 2% Dec 2023
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Dynamic Advisors Solutions 342k $9.7M 13% Dec 2023
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Burns Wealth Management 334k $8.7M -4% Sep 2023
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Plan 333k $9.5M 6% Dec 2023
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PBMares Wealth Management 330k $9.4M 63% Dec 2023
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Cambridge Investment Research Advisors 329k $9.4M 2% Dec 2023
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Schwarz Dygos Wheeler Investment Advisors 326k $9.3M 11% Dec 2023
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Diversified Portfolios 323k $9.3M -8% Dec 2023
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Annapolis Financial Services 306k $8.8M -4% Dec 2023
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Envision Financial Planning 300k $8.6M -2% Dec 2023
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Jpmorgan Chase & Co 296k $8.5M 300% Dec 2023
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Baird Financial 296k $8.5M 12% Dec 2023
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Raymond James & Associates 289k $8.3M -17% Dec 2023
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Continuum Wealth Advisors 287k $8.2M 1% Dec 2023
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Liberty Wealth Management 287k $8.2M -10% Dec 2023
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Private Advisor 280k $8.0M 28% Dec 2023
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Guardian Wealth Advisors, Llc / Nc 272k $7.1M 100% Sep 2023
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Heritage Wealth Management, Inc./Texas 268k $7.7M 5% Dec 2023
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Vista Wealth Management Group 267k $7.6M -6% Dec 2023
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Helen Stephens Group 256k $7.3M 7% Dec 2023
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Quantum Financial Advisors 242k $6.9M -3% Dec 2023
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Allegiance Financial Group Advisory Services 239k $6.8M 18% Dec 2023
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Cowa 237k $6.8M -5% Dec 2023
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Shira Ridge Wealth Management 236k $6.8M -3% Dec 2023
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CVA Family Office 235k $6.7M 0% Dec 2023
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Hurlow Wealth Management Group 232k $6.7M 3% Dec 2023
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Buckingham Strategic Partners 224k $6.4M -7% Dec 2023
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First Republic Investment Management 224k $5.8M -1% Sep 2023
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Stifel Financial 224k $6.4M 5% Dec 2023
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Apella Capital 223k $6.3M 45% Dec 2023
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Landmark Financial Advisors 220k $5.7M 6% Sep 2023
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Plan Group Financial 218k $6.2M -55% Dec 2023
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Fonville Wealth Management 217k $6.2M 100% Dec 2023
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Cetera Investment Advisers 216k $5.6M 113% Sep 2023
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Security Financial Services 214k $6.1M 78% Dec 2023
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HighTower Advisors 211k $6.0M 245% Dec 2023
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D.B. Root & Company 206k $5.9M 25% Dec 2023
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Fort Henry Capital 201k $5.8M 8% Dec 2023
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GEM Asset Management 195k $5.6M 16% Dec 2023
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Wealthquest 193k $5.5M 8% Dec 2023
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Morling Financial Advisors 193k $5.5M 21% Dec 2023
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Thrivent Financial for Lutherans 192k $5.0M 100% Sep 2023
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D.A. Davidson & Co. 188k $5.4M 4% Dec 2023
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Regal Wealth Group 185k $4.8M 1% Sep 2023
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Advisor Group Holdings 175k $5.0M -10% Dec 2023
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Baker Boyer National Bank 173k $5.0M 1% Dec 2023
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Syverson Strege & Co 173k $4.9M 0% Dec 2023
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ERn Financial 172k $4.8M 8% Dec 2023
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Austin Wealth Management 171k $4.7M 100% Sep 2023
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Forza Wealth Management 171k $4.9M 505% Dec 2023
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RFG Advisory 169k $4.8M 18% Dec 2023
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Midwest Heritage Bank 168k $4.8M 7% Dec 2023
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Beacon Pointe Advisors 168k $4.8M 9% Dec 2023
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Rbf Capital 165k $4.3M 0% Sep 2023
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AdvisorNet Financial 165k $4.7M -12% Dec 2023
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Warren Averett Asset Management 157k $4.5M -7% Dec 2023
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Fermata Advisors 145k $4.2M -69% 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 527k $14M