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
Creative Planning 11M $638M 9% Dec 2023
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Index Fund Advisors 6.8M $355M 0% Sep 2023
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Northern Trust 5.6M $295M 0% Sep 2023
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Bank of America Corporation 4.0M $238M 25% Dec 2023
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Buckingham Asset Management 2.6M $156M -2% Dec 2023
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Alaska Permanent Fund Corp 2.4M $141M 33% Dec 2023
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Envestnet Asset Management 2.3M $118M -2% Sep 2023
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TCI Wealth Advisors 2.1M $126M 3% Dec 2023
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Plan 1.5M $90M 0% Dec 2023
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Financial Counselors 1.5M $87M 1591% Dec 2023
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Mercer Global Advisors 1.4M $81M 0% Dec 2023
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Savant Capital Management 1.4M $81M 21% Dec 2023
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Resource Consulting Group 1.1M $63M -7% Dec 2023
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Pure Financial Advisors 1.0M $61M 18% Dec 2023
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Strategic Investment Solutions 983k $51M 6030% Sep 2023
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Sageworth Trust Company 968k $58M 29% Dec 2023
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Beaird Harris Wealth Management 959k $50M 0% Sep 2023
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Massmutual Trust 950k $57M 100% Dec 2023
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Evanson Asset Management 892k $53M 5% Dec 2023
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First Command Advisory Services 844k $50M 28% Dec 2023
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Moisand Fitzgerald Tamayo 819k $49M 3% Dec 2023
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Ml & R Wealth Management 752k $45M 4% Dec 2023
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DiNuzzo Private Wealth 723k $43M 100% Dec 2023
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Northwestern Mutual Wealth Management Company 673k $35M 3% Sep 2023
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Vista Wealth Management Group 658k $39M 8% Dec 2023
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CI Private Wealth 649k $39M 0% Dec 2023
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Commonwealth Equity Services 649k $39M 7% Dec 2023
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Stordahl Capital Management 647k $39M 2% Dec 2023
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Dixon Fnancial Services 595k $36M 0% Dec 2023
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Bank Of Montreal 568k $34M 58% Dec 2023
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Confluence Wealth Services 553k $33M 81% Dec 2023
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Brian McDonald 534k $28M 100% Sep 2023
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Foster Group 530k $28M 0% Dec 2023
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Great Waters Wealth Management 530k $31M 20% Dec 2023
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Heritage Investment Group 490k $29M -2% Dec 2023
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Brown Advisory Holdings Incorporated 481k $29M 54% Dec 2023
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UBS Group 478k $29M 5% Dec 2023
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Austin Asset Management 477k $28M -1% Dec 2023
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LPL Financial 474k $25M 9% Sep 2023
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Rsm Us Wealth Management 466k $28M -4% Dec 2023
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Sequoia Financial Advisors 462k $28M 6% Dec 2023
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Bouchey Financial 418k $25M -34% Dec 2023
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KWMG 410k $25M 100% Dec 2023
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Chicago Partners Investment 409k $24M 6% Dec 2023
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BKD Wealth Advisors 387k $23M -13% Dec 2023
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First National Trust Company 373k $22M 10% Dec 2023
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Pathstone Family Office 370k $14M 389% Sep 2023
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Modera Wealth Management 366k $22M -2% Dec 2023
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Branch Banking & Trust Company 339k $20M 34% Dec 2023
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Market Street Wealth Management Advisors 330k $20M 94% Dec 2023
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Royal Bank of Canada 326k $19M 22% Dec 2023
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Raymond James Financial Services Advisors 325k $19M 18% Dec 2023
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Tillman Hartley 322k $19M 1% Dec 2023
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Buckingham Strategic Partners 316k $19M -28% Dec 2023
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Planning Center 313k $19M 0% Dec 2023
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Pathstone Holdings 307k $18M 100% Dec 2023
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Tanager Wealth Management 302k $18M 6% Dec 2023
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Heritage Wealth Management, Inc./Texas 301k $18M 3% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 300k $18M 0% Dec 2023
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Wealth Enhancement Advisory Services 299k $18M 2% Dec 2023
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Sax Wealth Advisors 295k $18M 6% Dec 2023
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McLean Asset Management Corp 291k $17M 1% Dec 2023
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Disciplined Equity Management 286k $17M 6% Dec 2023
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Jackson Thornton Asset Management 286k $17M 1% Dec 2023
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Builder Investment Group 282k $17M 1% Dec 2023
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SRS Capital Advisors 274k $16M 2% Dec 2023
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Column Capital Advisors 271k $9.0M -2% Sep 2023
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New Hampshire Trust 264k $16M 100% Dec 2023
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AdvisorNet Financial 254k $15M -3% Dec 2023
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Beacon Pointe Advisors 253k $15M 4% Dec 2023
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Larson Financial Group 247k $15M 4% Dec 2023
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Garrett Investment Advisors 242k $14M -1% Dec 2023
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Carlson Capital Management 235k $14M 0% Dec 2023
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Hurlow Wealth Management Group 230k $14M 4% Dec 2023
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Lutz Financial Services 228k $14M 2% Dec 2023
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Mariner Wealth Advisors 225k $13M 17% Dec 2023
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Tilson Financial Group 223k $13M 116% Dec 2023
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HighTower Advisors 211k $13M 8% Dec 2023
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DecisionPoint Financial 211k $13M 15% Dec 2023
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EP Wealth Advisors 206k $11M -7% Sep 2023
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Thrivent Financial for Lutherans 202k $11M 3% Sep 2023
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Forum Private Client Group 198k $12M 100% Dec 2023
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Mission Wealth Management 195k $12M -13% Dec 2023
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Systelligence 192k $12M -4% Dec 2023
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HPM Partners 191k $11M 42% Dec 2023
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Advisory Services & Investments 184k $9.7M 3% Sep 2023
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American Investment Services 180k $11M 8% Dec 2023
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Aire Advisors 179k $11M -5% Dec 2023
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McGlone Suttner Wealth Management 179k $11M 1% Dec 2023
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Annapolis Financial Services 178k $11M 32% Dec 2023
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West Financial Advisors 178k $11M -3% Dec 2023
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Advisor Group Holdings 173k $10M -13% Dec 2023
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G2 Capital Management, Llc / Oh 173k $10M 0% Dec 2023
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CWM 171k $10M 63% Dec 2023
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Armor Investment Advisors 168k $10M 17% Dec 2023
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Monograph Wealth Advisors 165k $9.9M -18% Dec 2023
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Baird Financial 164k $9.8M 5% Dec 2023
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WorthPointe 162k $9.6M 2% Dec 2023
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Dynamic Advisors Solutions 161k $9.3M 10% Dec 2023
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Cardiff Park Advisors 155k $9.3M -1% Dec 2023
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Your Advocates 152k $9.1M 3% Dec 2023
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Capital Performance Advisors 147k $8.7M 3% Dec 2023
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Granite Harbor Advisors 146k $8.7M -16% Dec 2023
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Enzi Wealth 144k $8.3M 4% Dec 2023
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Spinnaker Investment Group 144k $8.6M 0% Dec 2023
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Monticello Wealth Management 143k $8.5M 3% Dec 2023
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Regal Wealth Group 143k $8.2M 4% Dec 2023
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Gemmer Asset Management 142k $8.5M 0% Dec 2023
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Bridgewater Advisors 140k $8.3M 12% Dec 2023
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Midwest Heritage Bank 138k $8.2M -1% Dec 2023
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Forum Financial Management 136k $8.1M -3% Dec 2023
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Traverso Chambers Private Wealth Management 136k $8.1M 4% Dec 2023
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Jpmorgan Chase & Co 136k $8.1M 34% Dec 2023
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Tfo-tdc 134k $8.0B -1% Dec 2023
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Phillips Financial Management 132k $7.9M 26% Dec 2023
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Spire Wealth Management 131k $7.5M -1% Dec 2023
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PBMares Wealth Management 130k $7.7M 23% Dec 2023
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Clarity Asset Management 129k $7.7M 100% Dec 2023
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Keb Asset Management 127k $7.6M -7% Dec 2023
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Comerica Securities 126k $6.6M -2% Sep 2023
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Towneley Capital Management, Inc / DE 125k $7.4M 100% Dec 2023
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Alpha Financial Advisors 124k $7.4M 1% Dec 2023
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Cambridge Investment Research Advisors 123k $7.3M 34% Dec 2023
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Hanson McClain Advisors 122k $7.3M -2% Dec 2023
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Aspiriant 122k $7.3M 0% Dec 2023
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Cedar Point Capital Partners 118k $7.0M 100% Dec 2023
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Sterling Wealth Management 115k $6.9M 100% Dec 2023
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FLC Capital Advisors 113k $6.8M 9% Dec 2023
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Mutual Advisors 113k $6.7M 60% Dec 2023
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Bordeaux Wealth Advisors 111k $6.6M -2% Dec 2023
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CarsonAllaria Wealth Management 110k $6.6M 3% Dec 2023
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Morgan Stanley 108k $5.7M 22% Sep 2023
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Lam Group 108k $6.5M -2% Dec 2023
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Claris Advisors, Llc / Mo / 106k $6.3M 0% Dec 2023
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Continuum Wealth Advisors 104k $6.2M 1% Dec 2023
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Acorn Creek Capital 104k $6.2M 100% Dec 2023
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Colorado Capital Management 102k $6.1M 1% Dec 2023
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Ruedi Wealth Management 102k $6.1M 8% Dec 2023
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Goss Wealth Management 102k $5.4M -11% Sep 2023
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Rf&l Wealth Management 100k $6.0M 1% Dec 2023
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Raymond James & Associates 99k $5.9M 18% Dec 2023
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Whittier Trust 98k $5.8M 0% Dec 2023
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Pinnacle Financial Group, LLC / IL 98k $5.1M 4% Sep 2023
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Criterion Capital Advisors 97k $5.8M 100% Dec 2023
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Zhang Financial 97k $5.8M 1% Dec 2023
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Hardy Reed 92k $5.5M -1% Dec 2023
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Wescott Financial Advisory Group 92k $4.8M 12% Sep 2023
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Cetera Investment Advisers 92k $4.8M 12% Sep 2023
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Steward Partners Investment Advisory 88k $5.3M 20% Dec 2023
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Andrews, Lucia Wealth Management 88k $5.2M 2% Dec 2023
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Hill Investment Group Partners 87k $5.2M -6% Dec 2023
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Financial Connections Group 56k $3.3M -63% Dec 2023
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United Capital Financial Advisers 38k $2.3M -64% Dec 2023
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Financial Advocates Investment Management 34k $2.0M -70% Dec 2023
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Merriman Wealth Management 10k $524k -89% Sep 2023
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Stokes Family Office 4.9k $294k -96% Dec 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Veritable Jun 2023 172k $9.4M