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 14M $810M -1% Sep 2025
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Colony 13M $771M 4% Sep 2025
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Forum Financial Management 10M $608M 5% Dec 2025
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Index Fund Advisors 6.4M $384M -1% Dec 2025
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Pure Financial Advisors 5.3M $317M 7% Dec 2025
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Savant Capital Management 5.0M $290M 1% Sep 2025
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Buckingham Strategic Partners 4.4M $254M -10% Sep 2025
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Jackson Thornton Asset Management 2.8M $175M 0% Dec 2025
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Asset Dedication 2.6M $155M 3% Dec 2025
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Willow Creek Wealth Management 2.2M $125M 3% Sep 2025
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Wealth Enhancement Advisory Services 2.0M $124M -5% Dec 2025
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HighTower Advisors 1.9M $109M -1% Sep 2025
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Trust Co of the South 1.8M $108M 2% Dec 2025
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Raymond James Financial 1.7M $98M 9% Sep 2025
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Apella Capital 1.7M $94M 0% Sep 2025
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Truepoint 1.5M $89M -1% Sep 2025
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Mercer Global Advisors 1.5M $86M -11% Sep 2025
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Plan 1.5M $86M -4% Sep 2025
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Capital Performance Advisors 1.5M $87M 95% Dec 2025
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Great Oak Capital Partners 1.4M $84M 1% Dec 2025
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Abacus Wealth Partners 1.4M $81M -5% Dec 2025
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Sequoia Financial Advisors 1.3M $75M 3% Sep 2025
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LPL Financial 1.2M $70M 2% Sep 2025
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Premier Financial Group 1.2M $71M 2% Dec 2025
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Evanson Asset Management 1.1M $65M -1% Dec 2025
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HPM Partners 1.1M $62M -3% Sep 2025
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Hanson McClain Advisors 979k $57M 6% Sep 2025
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Sensible Money 966k $56M 7% Sep 2025
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Team Hewins 926k $55M -1% Dec 2025
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 918k $55M 1% Dec 2025
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CI Private Wealth 883k $51M -61% Sep 2025
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Parkwoods Wealth Partners 868k $52M 2% Dec 2025
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Bayshore Asset Management 841k $50M 0% Dec 2025
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Great Waters Wealth Management 823k $49M 12% Dec 2025
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Mariner Wealth Advisors 815k $47M -5% Sep 2025
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Phillips Financial Management 807k $48M 6% Dec 2025
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RW Investment Management 799k $45M -52% Sep 2025
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Joel Isaacson & Co 793k $47M 8% Dec 2025
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Sax Wealth Advisors 757k $45M -4% Dec 2025
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Modera Wealth Management 743k $44M -4% Dec 2025
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Henrickson Nauta Wealth Advisors 712k $44M 134% Dec 2025
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Monograph Wealth Advisors 694k $40M 18% Sep 2025
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Keb Asset Management 691k $41M 0% Dec 2025
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Tumwater Wealth Management 631k $38M 4% Dec 2025
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Cetera Investment Advisers 580k $34M 15% Sep 2025
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Jpmorgan Chase & Co 575k $33M 100% Sep 2025
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BKD Wealth Advisors 553k $32M -8% Sep 2025
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EnRich Financial Partners 528k $31M 0% Dec 2025
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Helen Stephens Group 525k $31M 3% Dec 2025
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Envestnet Asset Management 519k $30M -73% Sep 2025
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First Command Advisory Services 505k $29M -6% Sep 2025
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Beaird Harris Wealth Management 501k $29M 0% Sep 2025
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Mosaic Family Wealth Partners 496k $29M 5% Sep 2025
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TCI Wealth Advisors 478k $29M 0% Dec 2025
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Financial Harvest 463k $27M 2% Sep 2025
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Planning Center 461k $28M -7% Dec 2025
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Assetmark 457k $27M 2% Dec 2025
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PBMares Wealth Management 452k $26M 0% Sep 2025
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UBS Group 441k $26M -6% Dec 2025
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Commonwealth Equity Services 440k $26M -2% Sep 2025
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Squire Investment Management Company 433k $26M 1% Dec 2025
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Watchman Group 432k $25M -1% Sep 2025
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AE Wealth Management 427k $25M -4% Dec 2025
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Conrad Siegel Investment Advisors 427k $25M 3% Dec 2025
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Confluence Wealth Services 426k $25M 4% Dec 2025
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TFC Financial Management 425k $25M -1% Dec 2025
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Disciplined Equity Management 418k $25M 3% Dec 2025
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Summit Financial Strategies 413k $25M 6% Dec 2025
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Meritas Wealth Management 410k $24M -3% Dec 2025
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Two Sigma Investments 403k $24M 100% Sep 2025
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Foster Group 402k $24M -5% Dec 2025
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Allen Capital Group 399k $23M 4% Sep 2025
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Lauterbach Financial Advisors 398k $23M 0% Sep 2025
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Burns Wealth Management 382k $23M -3% Dec 2025
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Tfo-tdc 381k $22M 0% Sep 2025
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Babb Wealth Advisors 379k $22M 6% Sep 2025
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Master's Wealth Management 362k $22M 9% Dec 2025
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Betterment 358k $21M 4% Sep 2025
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Rsm Us Wealth Management 353k $21M -2% Dec 2025
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Triune Financial Partners 352k $22M 1% Dec 2025
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Cambridge Financial Group 352k $20M 0% Dec 2025
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Jones Financial Companies, L.L 349k $21M 14% Sep 2025
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Tillman Hartley 347k $20M -2% Sep 2025
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Financial Engines Advisors L.L.C 345k $20M 2% Sep 2025
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Pathstone Holdings 345k $20M -9% Sep 2025
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WPWealth 338k $20M 100% Sep 2025
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Dopkins Wealth Management 332k $20M -1% Dec 2025
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Cardiff Park Advisors 327k $19M 0% Sep 2025
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Kelly Financial Group 326k $19M 4% Dec 2025
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Equitable Holdings 325k $19M 5% Sep 2025
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Personal Resources Investment & Strategic Management 324k $19M 9% Dec 2025
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Sterling Wealth Management 322k $19M 8% Sep 2025
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Rs Crum 316k $18M 1% Sep 2025
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Visionary Wealth Advisors 309k $18M 17% Sep 2025
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Libra Wealth 299k $18M 0% Dec 2025
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BlueSky Wealth Advisors 296k $18M 1% Dec 2025
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Bridge Generations Wealth Management 294k $17M -21% Sep 2025
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Union Bankshares 293k $18M -3% Dec 2025
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Aspen Capital Management 293k $17M -1% Dec 2025
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Rf&l Wealth Management 292k $17M 1% Dec 2025
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Keyes, Stange & Wooten Wealth Management 290k $17M 2% Sep 2025
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Branch Banking & Trust Company 290k $17M -1% Dec 2025
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McMill Wealth Management 283k $17M -1% Sep 2025
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AQR Capital Management 278k $16M 77% Sep 2025
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Youngs Advisory 271k $16M 7% Dec 2025
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Axxcess Wealth Management 267k $16M 354% Dec 2025
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Quantum Financial Advisors 257k $15M -2% Dec 2025
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Royal Bank of Canada 249k $15M -13% Sep 2025
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Altiora Financial Group 238k $14M -2% Sep 2025
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McLean Asset Management Corp 234k $15M -2% Dec 2025
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Larson Financial Group 230k $14M -5% Dec 2025
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Park Avenue Securities 230k $14M 12% Dec 2025
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Farther Finance Advisors 227k $14M 55% Dec 2025
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JDH Wealth Management 226k $14M 0% Dec 2025
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Navigoe 226k $13M -2% Sep 2025
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HMV Wealth Advisors 225k $13M 0% Dec 2025
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Andrews, Lucia Wealth Management 223k $13M -8% Dec 2025
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Graver Capital Management 221k $13M -1% Sep 2025
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Wealth Management Nebraska 216k $13M 0% Dec 2025
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ShankerValleau Wealth Advisors 213k $13M 0% Dec 2025
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OLIO Financial Planning 211k $12M 8% Sep 2025
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Ruedi Wealth Management 209k $12M -4% Dec 2025
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Capstone Wealth Management 203k $12M -2% Dec 2025
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Fiduciary Financial Group 201k $12M 2% Dec 2025
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Eclectic Associates 201k $12M 51% Sep 2025
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Advisor Group Holdings 200k $12M 24% Sep 2025
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Beacon Pointe Advisors 199k $12M 23% Sep 2025
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Moisand Fitzgerald Tamayo 195k $12M -2% Dec 2025
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D.A. Davidson & Co. 193k $12M 31% Dec 2025
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Mission Wealth Management 192k $11M 43% Dec 2025
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Aspiriant 191k $11M 0% Dec 2025
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Crestmont Private Wealth 190k $11M 2% Sep 2025
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Vestia Personal Wealth Advisors 187k $12M 0% Dec 2025
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Pinney & Scofield 184k $11M 0% Sep 2025
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Robertson Stephens Wealth Management 177k $11M 0% Dec 2025
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New England Private Wealth Advisors 177k $10M -2% Sep 2025
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Spire Wealth Management 176k $11M 3% Dec 2025
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Baker Tilly Financial 173k $10M -51% Dec 2025
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Cambridge Investment Research Advisors 168k $10M 4% Dec 2025
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Mml Investors Services 167k $9.7M -64% Sep 2025
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Efficient Advisors 165k $9.8M 14% Dec 2025
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Disciplined Investments 164k $9.8M 5% Dec 2025
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Vance Wealth 158k $9.2M 1% Sep 2025
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Austin Asset Management 157k $9.3M -2% Dec 2025
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Northwestern Mutual Wealth Management Company 155k $9.0M 10% Sep 2025
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OMNI 360 Wealth 154k $9.7M 7% Dec 2025
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Legacy Financial Group 154k $9.2M -2% Dec 2025
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Regions Bank 151k $9.0M 100% Dec 2025
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Mather Group 150k $8.9M -16% Dec 2025
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Captrust Financial Advisors 149k $8.7M -5% Sep 2025
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Vawter Financial 149k $8.9M -1% Dec 2025
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Pillar Financial Advisors 149k $8.9M -3% Dec 2025
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McKinley Carter Wealth Services 147k $8.7M -15% Dec 2025
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Strategic Investment Solutions 127k $7.4M -17% Sep 2025
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Activest Wealth Management 16k $942k -90% Dec 2025
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Rise Advisors 493.00 $29k -100% Sep 2025
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