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
Colony 3.7M $88M 3% Sep 2025
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Prudential Financial 2.5M $59M 0% Sep 2025
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HighTower Advisors 2.4M $57M 11% Sep 2025
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Elwood & Goetz Wealth Advisory Group 2.2M $52M 6% Sep 2025
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Root Financial Partners 1.6M $38M 50% Sep 2025
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RAM Investment Partners 1.3M $31M 4% Sep 2025
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Moisand Fitzgerald Tamayo 1.3M $30M 6% Sep 2025
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Beaird Harris Wealth Management 1.1M $26M -40% Sep 2025
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Great Oak Capital Partners 921k $22M 5% Sep 2025
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Rather & Kittrell 914k $22M 6% Sep 2025
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Phillips Financial Management 696k $17M 11% Sep 2025
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Sequoia Financial Advisors 653k $16M 5% Sep 2025
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Wealth Dimensions Group 567k $14M 10% Sep 2025
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Savant Capital Management 563k $13M -8% Sep 2025
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Bridgewater Advisors 543k $13M -3% Sep 2025
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United Wealth Management 497k $12M 3% Sep 2025
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Fidato Wealth 491k $12M 6% Sep 2025
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Burns Wealth Management 486k $12M 0% Sep 2025
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Pathstone Holdings 482k $12M -4% Sep 2025
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Core Wealth Management 469k $11M 2% Sep 2025
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Hemington Wealth Management 465k $11M 4% Sep 2025
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Vise Technologies 432k $10M 100% Sep 2025
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Dynamic Advisors Solutions 413k $9.9M 4% Sep 2025
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Satovsky Asset Management 413k $9.9M 4% Sep 2025
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LPL Financial 405k $9.7M 3% Sep 2025
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Forum Financial Management 402k $9.6M 0% Sep 2025
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Willow Creek Wealth Management 391k $9.3M 1% Sep 2025
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Timonier Family Office 384k $9.2M 12% Sep 2025
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Jackson Thornton Asset Management 374k $8.8M 5% Sep 2025
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Raymond James Financial 369k $8.8M 0% Sep 2025
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Beacon Pointe Advisors 369k $8.8M 38% Sep 2025
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Betterment 348k $8.3M 12% Sep 2025
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Helen Stephens Group 347k $8.3M 3% Sep 2025
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Pinney & Scofield 333k $8.0M 18% Sep 2025
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Crestmont Private Wealth 333k $7.9M 1% Sep 2025
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Onyx Financial Advisors 333k $7.9M 3% Sep 2025
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Pillar Financial Advisors 274k $6.5M 20% Sep 2025
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Straight Path Wealth Management 264k $6.3M 18% Sep 2025
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LRI Investments 261k $6.2M 76% Sep 2025
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Vannoy Advisory Group 261k $6.2M 3% Sep 2025
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Stokes Family Office 259k $6.2M 2% Sep 2025
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Pinnacle Financial Group, LLC / IL 256k $6.1M 5% Sep 2025
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Awm Capital 244k $5.8M 16% Sep 2025
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Curio Wealth 243k $5.8M 7% Sep 2025
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DecisionPoint Financial 243k $5.8M 0% Sep 2025
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Financial Harvest 241k $5.7M 8% Sep 2025
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Private Advisor 226k $5.4M -7% Sep 2025
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Asset Planning Corporation 223k $5.3M 3% Sep 2025
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PBMares Wealth Management 215k $5.1M 10% Sep 2025
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Oceanside Advisors 212k $5.1M 4% Sep 2025
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Diversify Wealth Management 205k $4.8M -14% Sep 2025
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Gradient Capital Advisors 203k $4.8M 3% Sep 2025
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Northwestern Mutual Wealth Management Company 202k $4.8M 7% Sep 2025
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Chicago Partners Investment 202k $4.8M 1% Sep 2025
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Legacy Financial Group 201k $4.8M 0% Sep 2025
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Elios Financial Group 193k $4.5M -2% Jun 2025
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Seneschal Advisors 190k $4.5M 10% Sep 2025
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Rockwood Wealth Management 175k $4.2M -5% Sep 2025
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PFG Private Wealth Management 175k $4.2M 100% Sep 2025
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Integrity Wealth Solutions 175k $4.2M 7% Sep 2025
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Citrine Capital 169k $4.0M 8% Sep 2025
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AE Wealth Management 168k $4.0M -2% Sep 2025
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Grand Wealth Management 167k $4.0M 7% Sep 2025
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Ruedi Wealth Management 167k $4.0M 1% Sep 2025
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Arcadia Wealth Management 165k $3.9M 4% Sep 2025
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Evanson Asset Management 158k $3.8M 1% Sep 2025
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Maryland Capital Advisors 157k $3.7M 7% Sep 2025
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BCU Wealth Advisors 156k $3.7M 13% Sep 2025
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Envestnet Asset Management 154k $3.7M 15% Sep 2025
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Commonwealth Equity Services 152k $3.6M -15% Sep 2025
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Brown Financial Advisory 146k $3.5M -13% Sep 2025
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Apella Capital 145k $3.4M 11% Sep 2025
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Integrated Wealth Concepts 143k $3.4M 8% Sep 2025
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Aprio Wealth Management 143k $3.4M -79% Sep 2025
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Disciplined Investments 138k $3.3M 6% Sep 2025
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Buckingham Strategic Partners 138k $3.3M -30% Sep 2025
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Bannerman Wealth Management Group 137k $3.3M 9% Sep 2025
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Wealth Enhancement Advisory Services 129k $3.0M 18% Sep 2025
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Strathmore Capital Advisors 119k $2.8M 4% Sep 2025
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Mml Investors Services 117k $2.8M 4% Sep 2025
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Burk Holdings 109k $2.6M 16% Sep 2025
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Squire Investment Management Company 109k $2.6M 24% Sep 2025
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PFG Advisors 105k $2.5M 20% Sep 2025
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Summit Wealth Group 103k $2.5M 2% Sep 2025
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Warburton Capital Management 102k $2.4M 27% Sep 2025
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CarsonAllaria Wealth Management 101k $2.4M 2% Sep 2025
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Mercer Global Advisors 99k $2.4M -3% Sep 2025
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Builder Investment Group 98k $2.3M 5% Sep 2025
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Glass Jacobson Investment Advisors 98k $2.3M 6% Sep 2025
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Applied Capital 89k $2.1M 8% Sep 2025
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Tillman Hartley 89k $2.1M 4% Sep 2025
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Note Advisors 86k $2.1M 10% Sep 2025
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Fmb Wealth Management 86k $2.1M 22% Sep 2025
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BKD Wealth Advisors 84k $2.0M -31% Sep 2025
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Pacific Asset Management 84k $2.0M 6% Sep 2025
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SageView Advisory Group 81k $1.9M 1% Sep 2025
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Creative Planning 81k $1.9M 0% Sep 2025
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Austin Wealth Management 80k $1.9M -23% Sep 2025
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Advisor Group Holdings 80k $1.9M 194% Sep 2025
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Hurlow Wealth Management Group 78k $1.9M 280% Sep 2025
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Andrews, Lucia Wealth Management 77k $1.8M 13% Sep 2025
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Vestia Personal Wealth Advisors 74k $1.8M 13% Sep 2025
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Atria Investments 74k $1.8M -42% Sep 2025
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Ariadne Wealth Management 73k $1.7M 5% Sep 2025
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Hanson McClain Advisors 73k $1.7M 10% Sep 2025
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Apollon Wealth Management 70k $1.7M -9% Sep 2025
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RCS Financial Planning 69k $1.6M -4% Sep 2025
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First Financial Group Corp 68k $1.6M 11% Sep 2025
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JMG Financial Group 66k $1.6M 2% Sep 2025
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Garrett Investment Advisors 59k $1.4M 1% Sep 2025
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Vawter Financial 58k $1.4M 100% Sep 2025
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Fortress Wealth Management 56k $1.3M 100% Sep 2025
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Weinberger Asset Management 56k $1.3M 9% Sep 2025
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Kestra Advisory Services 56k $1.3M -8% Sep 2025
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Vantage Point Financial 55k $1.3M -7% Sep 2025
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Arcadia Wealth Management 55k $1.3M -13% Sep 2025
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WPWealth 50k $1.2M -18% Sep 2025
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Diversified Portfolios 48k $1.2M 0% Sep 2025
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Clune & Associates 48k $1.1M -3% Sep 2025
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CI Private Wealth 48k $1.1M -12% Sep 2025
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Aegis Wealth Management 48k $1.1M -8% Sep 2025
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Sterling Financial Planning 47k $1.1M 0% Sep 2025
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Red Lighthouse Investment Management 46k $1.1M 0% Sep 2025
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Merit Financial Group 46k $1.1M -8% Sep 2025
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Goss Wealth Management 45k $1.1M -6% Sep 2025
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Forum Private Client Group 44k $1.0M -11% Sep 2025
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TAGStone Capital 44k $1.0M -2% Sep 2025
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Porter White Investment Advisors 43k $1.0M 1% Sep 2025
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AssuredPartners Investment Advisors 43k $1.0M 10% Sep 2025
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Sowell Financial Services 43k $1.0M 13% Sep 2025
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Strategic Investment Solutions 42k $991k -16% Sep 2025
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DiNuzzo Private Wealth 41k $973k 0% Sep 2025
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Sontag Advisory 40k $952k 0% Sep 2025
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Infinity Wealth Counsel 39k $938k 2% Sep 2025
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Frank. Day 39k $922k 2% Sep 2025
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Heritage Wealth Management 37k $885k -3% Sep 2025
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Mariner Wealth Advisors 37k $873k 8% Sep 2025
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Sprinkle Financial Consultants 36k $859k 1% Sep 2025
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Advisory Alpha 35k $824k -1% Sep 2025
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Royal Bank of Canada 34k $811k 36% Sep 2025
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Legacy Capital Wealth Partners 33k $797k 20% Sep 2025
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Redwood Park Advisors 33k $780k 8% Sep 2025
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Entrewealth 32k $755k -11% Sep 2025
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Lakeridge Wealth Management 30k $721k 2% Sep 2025
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Caprock 28k $668k -2% Sep 2025
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Sax Wealth Advisors 28k $666k -25% Sep 2025
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SpringVest Wealth Management 27k $639k 31% Sep 2025
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Union Bankshares 27k $631k 15% Sep 2025
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DBK Financial Counsel 26k $615k -15% Sep 2025
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Sei Investments 26k $610k 14% Sep 2025
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Monograph Wealth Advisors 25k $600k -11% Sep 2025
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Susquehanna International 15k $368k -63% Sep 2025
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Summit Wealth Group Llc / Co Jun 2025 186k $4.4M
Sterling Wealth Advisors Jun 2025 58k $1.4M