Who owns DIMENSIONAL ETF TRUST?

Tip: Access positions for across all investors

Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Creative Planning 7.1M $400M 8% Mar 2022
Index Fund Advisors 6.6M $318M -4% Jun 2022
Northern Trust 5.2M $2.9M 10% Mar 2022
Buckingham Asset Management 2.6M $144M -1% Mar 2022
Envestnet Asset Management 2.1M $118M 3% Mar 2022
TCI Wealth Advisors 1.7M $84M -2% Jun 2022
Plan 1.5M $74M -2% Jun 2022
Resource Consulting Group 1.4M $68M 3% Jun 2022
Mercer Global Advisors 1.0M $58M -1% Mar 2022
Evanson Asset Management 738k $35M 6% Jun 2022
Northwestern Mutual Wealth Management Company 617k $30M 23% Jun 2022

Setup an alert

Want to be notified whenever an investor makes a significant change to their holdings of Dimensional Etf Trust?

Dixon Fnancial Services 613k $29M 0% Jun 2022
Beaird Harris Wealth Management 613k $34M 14% Mar 2022
Savant Capital Management 606k $29M -1% Jun 2022
Foster Group 590k $28M -1% Jun 2022
Ml & R Wealth Management 578k $28M -8% Jun 2022
Rsm Us Wealth Management 565k $32M 0% Mar 2022
Heritage Investment Group 548k $31M -1% Mar 2022
Modera Wealth Management 532k $26M -2% Jun 2022
Dixon Hughes Goodman Wealth Advisors 527k $30M -2% Mar 2022
BKD Wealth Advisors 516k $25M 100% Jun 2022
Brian McDonald 502k $28M 11% Mar 2022
Bouchey Financial 488k $23M 5% Jun 2022
Vista Wealth Management Group 469k $23M -2% Jun 2022
Dowling & Yahnke, LLC" 435k $24M -3% Mar 2022
Stordahl Capital Management 419k $20M 38% Jun 2022
Commonwealth Equity Services 416k $20M 7% Jun 2022
Relaxing Retirement Coach 395k $19M 19% Jun 2022
McLean Asset Management Corp 353k $17M 100% Jun 2022
Austin Asset Management 345k $17M 1% Jun 2022
Sequoia Financial Advisors 341k $16M 0% Jun 2022
Jackson Thornton Asset Management 298k $17M 1% Mar 2022
Carlson Capital Management 294k $14M -20% Jun 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 284k $16M 3% Mar 2022
Sax Wealth Advisors 268k $13M 100% Jun 2022
Disciplined Equity Management 266k $13M 4% Jun 2022
Market Street Wealth Management Advisors 263k $13M 100% Jun 2022
Pure Financial Advisors 258k $12M 12% Jun 2022
EP Wealth Advisors 237k $13M 100% Mar 2022
Lutz Financial Services 226k $11M -1% Jun 2022
Raymond James Financial Services Advisors 200k $11M 50% Mar 2022
Chicago Partners Investment 194k $10M 17% Jun 2022
Column Capital Advisors 187k $4.6M 165% Jun 2022
Beacon Pointe Advisors 180k $8.6M 7% Jun 2022
AdvisorNet Financial 178k $8.6M -27% Jun 2022
Hurlow Wealth Management Group 174k $8.4M 100% Jun 2022
Monticello Wealth Management 166k $9.3M -3% Mar 2022
G2 Capital Management, Llc / Oh 163k $9.1M 6% Mar 2022
Planning Center 160k $7.7M 100% Jun 2022
Cardiff Park Advisors 159k $8.9M 0% Mar 2022
Comerica Securities 158k $7.6M 6% Jun 2022
West Financial Advisors 156k $7.5M 100% Jun 2022
Moisand Fitzgerald Tamayo 152k $8.5M -36% Mar 2022
American Investment Services 152k $8.5M 3% Mar 2022
Larson Financial Group 145k $6.9M 29% Jun 2022
Stokes Family Office 141k $6.8M 100% Jun 2022
Capital Performance Advisors 141k $6.8M 1% Jun 2022
WorthPointe 138k $6.6M -3% Jun 2022
Tfo-tdc 137k $6.6M 0% Jun 2022
Spire Wealth Management 136k $6.5M 100% Jun 2022
Keb Asset Management 136k $7.6M -1% Mar 2022
Mission Wealth Management 132k $6.4M 14% Jun 2022
CPCM 132k $7.4M 1% Mar 2022
Bordeaux Wealth Advisors 126k $6.1M 0% Jun 2022
Midwest Heritage Bank 119k $5.7M 1% Jun 2022
Aspiriant 119k $5.7M -1% Jun 2022
Spinnaker Investment Group 119k $5.7M 28% Jun 2022
Advisory Services & Investments 119k $5.7M 674% Jun 2022
Buckingham Strategic Partners 117k $6.6M 42% Mar 2022
Hanson McClain Advisors 115k $5.5M 2% Jun 2022
Forum Financial Management 114k $6.4M -1% Mar 2022
PBMares Wealth Management 111k $5.3M 100% Jun 2022
Mariner Wealth Advisors 109k $6.1M 245% Mar 2022
Colorado Capital Management 106k $5.1M 1% Jun 2022
First Republic Investment Management 104k $5.8M -5% Mar 2022
United Capital Financial Advisers 103k $4.9M 1% Jun 2022
Claris Advisors, Llc / Mo / 102k $4.9M 0% Jun 2022
H D Vest Advisory Services 99k $5.6M 772% Mar 2022
Andrews, Lucia Wealth Management 97k $5.4M 3% Jun 2022
Whittier Trust 96k $4.6M 0% Jun 2022
Raymond James & Associates 92k $5.2M 58% Mar 2022
Garrett Investment Advisors 92k $4.4M 55% Jun 2022
Rs Crum 91k $4.4M 3% Jun 2022
Branch Banking & Trust Company 91k $4.4M 0% Jun 2022
CarsonAllaria Wealth Management 91k $5.1M 16% Mar 2022
Bayshore Asset Management 85k $4.1M 1% Jun 2022
Syverson Strege & Co 84k $4.0M 100% Jun 2022
HighTower Advisors 83k $4.6M 0% Mar 2022
Cambridge Investment Research Advisors 81k $3.9M 4% Jun 2022
Financial Counselors 81k $4.5M 1% Mar 2022
Mml Investors Services 76k $4.3M 10% Mar 2022
Veritable 75k $4.2M 0% Mar 2022
Cetera Investment Advisers 71k $3.4M -1% Jun 2022
Kraft Asset Management 69k $3.8M 0% Mar 2022
Apella Capital 68k $3.3M 100% Jun 2022
First Western Trust Bank 68k $3.9M 100% Mar 2022
Baker Boyer National Bank 67k $3.2M -8% Jun 2022
Jane Street 67k $3.7M 100% Mar 2022
Hardy Reed 66k $3.2M 56% Jun 2022
Captrust Financial Advisors 66k $3.7M -1% Mar 2022
Soundmark Wealth Management 65k $3.1M 0% Jun 2022
M Financial Asset Management 65k $3.6M -2% Mar 2022
Equius Partners 64k $3.1M -9% Jun 2022
UBS Group 60k $3.4M 74% Mar 2022
Ironwood Wealth Management 60k $2.9M 100% Jun 2022
Dopkins Wealth Management 58k $3.3M -4% Mar 2022
HPM Partners 58k $835k 100% Mar 2022
Dynamic Advisors Solutions 57k $2.8M 100% Jun 2022
3D/L Capital Management 56k $3.1M 1% Mar 2022
Investmark Advisory Group 54k $2.6M 9% Jun 2022
SC&H Financial Advisors 51k $2.9M 10% Mar 2022
Private Advisor 50k $2.4M 100% Jun 2022
Gemmer Asset Management 50k $2.4M 92% Jun 2022
Five Oceans Advisors 49k $2.4M 38% Jun 2022
Systelligence 49k $2.3M 33% Jun 2022
Wade Financial Advisory 49k $2.3M 0% Jun 2022
Wealthstream Advisors 48k $2.3M -1% Jun 2022
Symmetry Partner 48k $2.3M 0% Jun 2022
Advisor Group Holdings 44k $2.5M -30% Mar 2022
Baird Financial 44k $2.1M 5% Jun 2022
Wells Fargo & Company 44k $2.4M -2% Mar 2022
Private Ocean 43k $2.0M -11% Jun 2022
Cypress Wealth Services 40k $1.9M -11% Jun 2022
Willow Creek Wealth Management 38k $2.1M 0% Mar 2022
Bank of New York Mellon 37k $2.0M -19% Mar 2022
D.A. Davidson & Co. 36k $1.7M 18% Jun 2022
Shearwater Capital 35k $1.7M -1% Jun 2022
Wilbanks Smith & Thomas Asset Management 35k $1.8M 0% Mar 2022
Armor Investment Advisors 34k $1.9M 100% Mar 2022
Annapolis Financial Services 33k $1.6M 25% Jun 2022
Hemington Wealth Management 32k $1.6M 0% Jun 2022
Lauterbach Financial Advisors 32k $1.6M 0% Jun 2022
Tiaa 31k $1.7M -4% Mar 2022
Kestra Advisory Services 31k $1.7M 6% Mar 2022
UMA Financial Services 30k $1.6M 100% Mar 2022
Crown Wealth Group 30k $1.4M -14% Jun 2022
Investment Advisory Group 30k $1.4M 0% Jun 2022
A. Montag and Associates 29k $1.6M 0% Mar 2022
Wescott Financial Advisory Group 29k $1.4M 75% Jun 2022
Sutton Place Investors 28k $1.5M 131% Mar 2022
Bridgewater Advisors 27k $1.5M 37% Mar 2022
RFG Advisory 27k $1.5M 100% Mar 2022
TAGStone Capital 27k $1.5M 0% Mar 2022
Safeguard Investment Advisory Group 24k $1.4M 100% Jun 2022
Stegent Equity Advisors 23k $1.3M -43% Mar 2022
LVZ Advisors 23k $1.1M 100% Jun 2022
BetterWealth 23k $1.1M 100% Jun 2022
Equitable Holdings 22k $1.3M 1% Mar 2022
JFS Wealth Advisors 22k $1.2M -32% Mar 2022
EverSource Wealth Advisors 22k $1.2M 9% Mar 2022
Cresset Asset Management 21k $1.2M -2% Mar 2022
Retirement Guys Formula 20k $973k 24% Jun 2022
Websterrogers Financial Advisors 19k $924k -13% Jun 2022
Johnson Investment Counsel 19k $1.1M -2% Mar 2022
Total Wealth Planning 19k $1.1M 100% Mar 2022
Sandy Spring Bank 19k $904k 100% Jun 2022
Morgan Stanley 18k $1.0M 100% Mar 2022
Eaton Vance Management 18k $1.0M 0% Mar 2022
Mutual Advisors 18k $1.0M 1% Mar 2022
Waterfront Wealth 18k $849k 9% Jun 2022
Frank. Day 17k $971k 100% Mar 2022
U.S. Capital Wealth Advisors 17k $957k 0% Mar 2022
Asset Dedication 17k $808k 0% Jun 2022
Phillips Financial Management 17k $806k 0% Jun 2022
Jentner 17k $802k 100% Jun 2022
Bell Rock Capital 17k $802k 100% Jun 2022
Prospera Financial Services 17k $797k 0% Jun 2022
Cassady Schiller Wealth Management 17k $925k 2% Mar 2022
Beta Wealth 17k $923k 100% Mar 2022
Applied Capital 16k $777k -47% Jun 2022
Congress Wealth Management LLC / DE / 10k $501k -74% Jun 2022
Old Mission Capital 6.5k $310k -89% Jun 2022

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Financial Advocates Investment Management Dec 2021 46k $2.8M
Bank of America Corporation Dec 2021 22k $1.3M
Pinnacle Bank Mar 2022 18k $992k