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
Strategic Investment Solutions 5.4M $169M 4999% Sep 2023
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Modera Wealth Management 4.9M $162M 0% Dec 2023
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Sequoia Financial Advisors 3.5M $118M 11% Dec 2023
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Aquire Wealth Advisors 3.1M $105M 2% Dec 2023
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Blankinship & Foster 2.7M $89M 0% Dec 2023
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Kooman & Associates 2.5M $84M 4% Dec 2023
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Hanson McClain Advisors 2.5M $82M -2% Dec 2023
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Meridian Wealth Partners 1.9M $57M 2% Sep 2023
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AE Wealth Management 1.8M $60M 10% Dec 2023
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Spinnaker Investment Group 1.7M $57M 26% Dec 2023
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Buckingham Asset Management 1.7M $56M 21% Dec 2023
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Arista Wealth Management 1.7M $56M -4% Dec 2023
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Billeaud Capital Management 1.6M $54M 8% Dec 2023
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Wealth Enhancement Advisory Services 1.3M $44M 2% Dec 2023
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Betterment 1.3M $42M 17% Dec 2023
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Evoke Wealth 1.2M $41M 9% Dec 2023
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RVW Wealth 1.2M $41M 4% Dec 2023
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Krilogy Financial 1.2M $40M 9% Dec 2023
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Essential Planning 1.2M $35M 6% Sep 2023
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CI Private Wealth 1.2M $39M 3% Dec 2023
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Commonwealth Equity Services 1.1M $38M 13% Dec 2023
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HB Wealth Management 1.1M $37M 9% Dec 2023
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Aveo Capital Partners 1.0M $34M 4% Dec 2023
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FirstPurpose Wealth 974k $29M 5% Sep 2023
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WPWealth 955k $32M 11% Dec 2023
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Pioneer Wealth Management Group 786k $26M 55% Dec 2023
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Mariner Wealth Advisors 780k $26M 11% Dec 2023
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Annapolis Financial Services 735k $24M 8% Dec 2023
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BKD Wealth Advisors 717k $24M 7% Dec 2023
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Rappaport Reiches Capital Management 709k $24M 16% Dec 2023
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Creative Planning 699k $23M 117% Dec 2023
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TCP Asset Management 659k $22M 5% Dec 2023
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Liberty Wealth Management 649k $22M 30% Dec 2023
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Stifel Financial 624k $21M 0% Dec 2023
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Financial Connections Group 613k $20M 33% Dec 2023
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SC&H Financial Advisors 608k $20M 8% Dec 2023
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Buckingham Strategic Partners 599k $20M 0% Dec 2023
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Sterling Financial Group 579k $19M -4% Dec 2023
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Spectrum Investment Advisors 555k $18M 100% Dec 2023
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Pathstone Family Office 552k $9.6M 114% Sep 2023
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PBMares Wealth Management 542k $18M 61% Dec 2023
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Private Ocean 542k $18M 12% Dec 2023
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Shira Ridge Wealth Management 539k $18M -1% Dec 2023
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Awm Capital 539k $18M 8% Dec 2023
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Highland Financial Advisors 538k $18M 3% Dec 2023
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Perigon Wealth Management 520k $17M 15% Dec 2023
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Savant Capital Management 518k $17M 29% Dec 2023
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Alpha Financial Advisors 517k $17M 10% Dec 2023
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Assetmark 517k $17M -1% Dec 2023
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ACT Advisors 504k $17M 1% Dec 2023
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Austin Wealth Management 492k $17M 39% Dec 2023
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Kure Advisory 480k $16M 0% Dec 2023
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Bank of America Corporation 469k $16M 2% Dec 2023
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Heritage Investment Group 452k $15M 4% Dec 2023
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Mission Wealth Management 443k $15M 2% Dec 2023
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Envestnet Asset Management 432k $13M -14% Sep 2023
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Schwarz Dygos Wheeler Investment Advisors 427k $14M 11% Dec 2023
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Envision Financial Planning 421k $14M -2% Dec 2023
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Fonville Wealth Management 420k $14M 100% Dec 2023
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Cetera Investment Advisers 416k $13M 89% Sep 2023
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Zhang Financial 408k $14M -2% Dec 2023
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VeraBank 402k $13M 32% Dec 2023
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Plan 397k $13M 4% Dec 2023
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Pathstone Holdings 390k $13M 100% Dec 2023
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AdvisorNet Financial 376k $13M 2% Dec 2023
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UMA Financial Services 361k $12M 4% Dec 2023
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IFP Advisors 349k $12M 38% Dec 2023
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Tortoise Investment Management 347k $12M 1% Dec 2023
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FinDec Wealth Services 338k $11M 9% Dec 2023
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Wealthsource Partners 337k $11M -2% Dec 2023
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Great Point Wealth Advisors 336k $11M -4% Dec 2023
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Chicago Partners Investment 315k $11M 0% Dec 2023
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Bay Harbor Wealth Management 314k $11M 38% Dec 2023
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Advisory Alpha 311k $10M 2% Dec 2023
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Ark & Tlk Investments 310k $10M 100% Dec 2023
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Willow Creek Wealth Management 309k $9.2M 22% Sep 2023
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Syverson Strege & Co 306k $10M 0% Dec 2023
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Allegiance Financial Group Advisory Services 306k $10M 16% Dec 2023
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JFS Wealth Advisors 296k $9.8M 1% Dec 2023
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CVA Family Office 290k $9.7M 16% Dec 2023
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MAI Wealth Advisors 289k $9.6M 12% Dec 2023
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Physician Wealth Solutions 287k $9.5M 100% Dec 2023
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Jpmorgan Chase & Co 278k $9.2M 38% Dec 2023
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Legacy Financial Group 274k $8.2M 6% Sep 2023
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Relative Value Partners 261k $8.7M 210% Dec 2023
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Sax Wealth Advisors 257k $8.6M 44% Dec 2023
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Cherrydale Wealth Management 251k $8.4M 1% Dec 2023
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LPL Financial 245k $7.3M 6% Sep 2023
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Security Financial Services 242k $8.1M 49% Dec 2023
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Integrated Wealth Concepts 235k $7.0M 0% Sep 2023
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Jackson Thornton Asset Management 234k $7.8M 145% Dec 2023
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WMS Partners 234k $7.8M -8% Dec 2023
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Clarity Capital Advisors 224k $7.4M 100% Dec 2023
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Mercer Global Advisors 219k $7.3M -8% Dec 2023
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Royal Bank of Canada 217k $7.2M -30% Dec 2023
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U.S. Capital Wealth Advisors 208k $6.9M 4% Dec 2023
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Advisor Group Holdings 208k $6.9M -5% Dec 2023
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Waypoint Capital Advisors 207k $6.9M 388% Dec 2023
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Glass Jacobson Investment Advisors 204k $6.8M -6% Dec 2023
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Bridge Advisory 202k $6.7M 4% Dec 2023
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Diversified Portfolios 188k $6.3M -2% Dec 2023
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Cowa 185k $6.1M -2% Dec 2023
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Abel Hall 184k $6.1M 100% Dec 2023
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Beacon Pointe Advisors 179k $6.0M 15% Dec 2023
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Maryland Capital Advisors 179k $6.0M 15% Dec 2023
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Morton Capital Management 178k $5.9M -5% Dec 2023
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Chico Wealth RIA 155k $5.2M 0% Dec 2023
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Private Advisor 155k $5.2M 4% Dec 2023
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Garrett Investment Advisors 152k $5.0M 1% Dec 2023
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Mml Investors Services 149k $4.5M 1% Sep 2023
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Teamwork Financial Advisors 148k $4.9M 2% Dec 2023
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Hutchinson Capital Management 147k $4.9M -1% Dec 2023
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Hardy Reed 142k $4.7M -3% Dec 2023
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Signature Resources Capital Management 142k $4.7M 100% Dec 2023
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Heirloom Wealth Management 140k $4.7M 0% Dec 2023
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Susquehanna International 138k $4.1M 304% Sep 2023
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ERn Financial 138k $4.6M -39% Dec 2023
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Financial Network Investment Corporation 138k $4.1M 1% Sep 2023
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Raymond James Financial Services Advisors 138k $4.6M -20% Dec 2023
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Retirement Solution 138k $4.6M -33% Dec 2023
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Capital Investment Advisory Services 137k $4.5M 5% Dec 2023
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Rather & Kittrell 132k $4.4M 17% Dec 2023
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Mattern Wealth Management 129k $4.3M 1% Dec 2023
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Sageworth Trust Company 122k $4.1M 109% Dec 2023
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Andrews, Lucia Wealth Management 122k $4.0M -3% Dec 2023
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Sowell Financial Services 119k $4.0M 5% Dec 2023
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My Personal CFO 117k $3.9M 15% Dec 2023
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Auxano Advisors 116k $3.9M -2% Dec 2023
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Rehmann Capital Advisory 115k $3.4M -4% Sep 2023
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GEM Asset Management 114k $3.8M 11% Dec 2023
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Claris Advisors, Llc / Mo / 113k $3.8M -4% Dec 2023
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RFG Advisory 112k $3.7M 100% Dec 2023
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D.A. Davidson & Co. 111k $3.7M 2% Dec 2023
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Park Avenue Securities 109k $3.6M 1% Dec 2023
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HTG Investment Advisors 107k $3.5M 4% Dec 2023
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Helen Stephens Group 105k $3.5M -1% Dec 2023
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Quantum Financial Advisors 100k $3.3M -11% Dec 2023
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Quarry Hill Advisors 99k $3.3M -14% Dec 2023
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Retirement Guys Formula 98k $3.3M 27% Dec 2023
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Goldman Sachs Group 98k $3.3M 100% Dec 2023
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Apella Capital 98k $3.2M 0% Dec 2023
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Cambridge Investment Research Advisors 96k $3.2M 20% Dec 2023
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Catalyst Private Wealth 95k $3.2M 7% Dec 2023
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Firethorn Wealth Partners 95k $3.2M -22% Dec 2023
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RCS Financial Planning 95k $3.1M -17% Dec 2023
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Cypress Point Wealth Management 91k $3.0M -15% Dec 2023
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Meritas Wealth Management 88k $2.9M 0% Dec 2023
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Greenspring Advisors 86k $2.9M 17% Dec 2023
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Quad-Cities Investment Group 85k $2.8M 20% Dec 2023
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Elevate Wealth Advisory 85k $2.8M 100% Dec 2023
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Investmark Advisory Group 84k $2.5M 10% Sep 2023
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Waterfront Wealth 82k $2.7M -1% Dec 2023
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Raymond James & Associates 80k $2.7M -77% Dec 2023
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Marshall Financial Group 75k $2.5M -11% Dec 2023
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Tanglewood Legacy Advisors 58k $1.9M -34% Dec 2023
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UBS Group 23k $778k -74% 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 630k $19M
Wolff Wiese Magana Sep 2023 117k $3.5M