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
Sequoia Financial Advisors 7.6M $393M 3% Jun 2026
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Annex Advisory Services, LLC, d/b/a Annex Wealth Management 4.8M $250M 10% Sep 2026
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RVW Wealth 4.7M $247M -2% Sep 2026
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Resources Investment Advisors 4.6M $236M 3% Jun 2026
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Sageworth Trust Company 4.4M $230M -1% Jun 2026
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Hanson McClain Advisors 3.9M $204M -1% Jun 2026
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Aquire Wealth Advisors 3.7M $195M 3% Sep 2026
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Colony 3.5M $183M 1% Jun 2026
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MAI Wealth Advisors 3.3M $169M 370% Jun 2026
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Mars Jewett Financial Group 3.3M $169M 5% Jun 2026
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Modera Wealth Management 3.1M $162M -3% Jun 2026
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Sym Financial Corporation 3.0M $157M 2359% Jun 2026
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Beacon Pointe Advisors 2.9M $152M 5% Jun 2026
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Kooman & Associates 2.9M $153M 2% Sep 2026
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Spinnaker Investment Group 2.6M $138M 0% Sep 2026
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Blankinship & Foster 2.6M $134M -1% Sep 2026
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AE Wealth Management 2.4M $124M 3% Jun 2026
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Apella Capital 2.2M $115M 1% Sep 2026
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Savant Capital Management 2.1M $109M 10% Jun 2026
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Arista Wealth Management 2.1M $109M 2% Jun 2026
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Maseco 2.0M $106M 11% Jun 2026
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Elser Financial Planning 2.0M $104M 0% Sep 2026
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55 North Private Wealth 1.8M $96M 2% Sep 2026
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WPWealth 1.8M $94M -2% Jun 2026
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Pioneer Wealth Management Group 1.8M $94M 4% Sep 2026
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Buckingham Strategic Partners 1.8M $92M -3% Jun 2026
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Cetera Investment Advisers 1.4M $71M 10% Jun 2026
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Krilogy Financial 1.4M $73M -17% Sep 2026
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Commonwealth Equity Services 1.3M $65M 4% Jun 2026
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HB Wealth Management 1.3M $66M 0% Sep 2026
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Amicus Financial Advisors 1.2M $61M -8% Jun 2026
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Billeaud Capital Management 1.2M $59M -3% Jun 2026
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Mariner Wealth Advisors 1.1M $59M -3% Jun 2026
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Meridian Wealth Partners 1.1M $59M 2% Jun 2026
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Sterling Wealth Advisors 1.1M $59M 3% Jun 2026
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LPL Financial 1.1M $58M 7% Jun 2026
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Austin Wealth Management 1.1M $58M 1% Jun 2026
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Curio Wealth 1.1M $57M 5% Jun 2026
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Diversify Advisory Services 1.1M $58M 0% Sep 2026
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Diversify Wealth Management 1.1M $58M 0% Sep 2026
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Keating Financial Advisory Services 1.1M $55M 15% Jun 2026
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Note Advisors 1.1M $55M 13% Jun 2026
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AlphaStar Capital Management 1.0M $54M 3% Sep 2026
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Essential Planning 1.0M $53M -6% Sep 2026
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Brighton Jones 1.0M $53M 2% Jun 2026
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Hill Island Financial 1.0M $53M -20% Sep 2026
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TCP Asset Management 991k $52M 3% Sep 2026
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Alpha Financial Advisors 990k $51M 4% Jun 2026
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VeraBank 971k $50M 10% Jun 2026
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Valued Wealth Advisors 960k $50M 0% Jun 2026
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CVA Family Office 949k $49M 14% Jun 2026
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SC&H Financial Advisors 914k $48M 3% Sep 2026
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Advisory Alpha 913k $47M 8% Jun 2026
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Moneta Group Investment Advisors 900k $47M 0% Jun 2026
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CI Private Wealth 897k $46M -2% Jun 2026
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EP Wealth Advisors 890k $46M -2% Jun 2026
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Plan 868k $45M 9% Jun 2026
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AdvisorNet Financial 861k $46M -8% Sep 2026
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Fonville Wealth Management 840k $43M -1% Jun 2026
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ACT Advisors 836k $44M 2% Sep 2026
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Private Wealth Management Group 834k $44M 18% Sep 2026
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Live Oak Private Wealth 803k $42M 100% Jun 2026
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Timonier Family Office 790k $41M 100% Jun 2026
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Two West Capital Advisors 787k $41M 0% Sep 2026
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Highland Financial Advisors 782k $41M -2% Sep 2026
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Prudent Investor Advisors 766k $40M 100% Sep 2026
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Yardley Wealth Management 753k $39M 3% Sep 2026
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Baird Financial 748k $39M 16% Jun 2026
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Envestnet Asset Management 738k $38M 17% Jun 2026
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Physician Wealth Solutions 734k $38M 0% Sep 2026
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Sontag Advisory 728k $38M -11% Jun 2026
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Liberty Wealth Management 719k $33M 0% Jun 2026
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Bay Harbor Wealth Management 710k $37M 0% Jun 2026
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Creative Planning 705k $37M -1% Jun 2026
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Pathstone Holdings 702k $36M 3% Jun 2026
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Zhang Financial 688k $36M -3% Jun 2026
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Allegiance Financial Group Advisory Services 674k $35M 9% Jun 2026
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UBS Group 648k $34M 2% Jun 2026
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Mercer Global Advisors 647k $33M 16% Jun 2026
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Kure Advisory 638k $33M 1% Sep 2026
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Advisor Group Holdings 629k $33M 5% Jun 2026
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Spectrum Investment Advisors 620k $32M -4% Jun 2026
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Keystone Financial Group 619k $32M 0% Sep 2026
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M Wealth Management 605k $32M 2% Sep 2026
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Bank of America Corporation 584k $30M 3% Jun 2026
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Heritage Investment Group 580k $30M 1% Jun 2026
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Shira Ridge Wealth Management 565k $30M -1% Sep 2026
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Sax Wealth Advisors 559k $29M 5% Sep 2026
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Awm Capital 555k $29M -2% Sep 2026
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Stifel Financial 555k $29M -1% Jun 2026
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Entrewealth 550k $29M 8% Sep 2026
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Morling Financial Advisors 541k $28M 0% Jun 2026
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Larry Mathis Financial Planning 539k $28M 111% Sep 2026
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Betterment 536k $28M -4% Jun 2026
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Schwarz Dygos Wheeler Investment Advisors 528k $27M 1% Jun 2026
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Envision Financial Planning 525k $27M 0% Jun 2026
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SRS Capital Advisors 518k $27M 64% Jun 2026
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JFS Wealth Advisors 498k $26M 3% Jun 2026
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Quantum Financial Advisors 495k $26M 1% Jun 2026
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Royal Bank of Canada 492k $25M 66% Jun 2026
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Tassel Capital Management 477k $25M 2% Sep 2026
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Jpmorgan Chase & Co 445k $23M 100% Jun 2026
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Mission Wealth Management 436k $23M -17% Sep 2026
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Claris Advisors, Llc / Mo / 421k $22M -3% Jun 2026
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Cambridge Investment Research Advisors 419k $22M 2% Jun 2026
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Perigon Wealth Management 416k $22M 1% Sep 2026
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Stadion Money Management 412k $21M -9% Jun 2026
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Tortoise Investment Management 404k $21M 1% Jun 2026
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Park Avenue Securities 404k $21M 31% Jun 2026
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Jacobi Capital Management 402k $21M 5% Jun 2026
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Maryland Capital Advisors 397k $21M 5% Sep 2026
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Sollinda Capital Management 377k $20M 12% Jun 2026
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UMA Financial Services 377k $20M -1% Sep 2026
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Raymond James Financial 360k $19M 26% Jun 2026
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Prudent Man Investment Management 341k $16M -7% Jun 2026
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Wealth Enhancement Advisory Services 341k $18M 13% Sep 2026
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Security Financial Services 333k $17M -1% Jun 2026
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North Capital 322k $17M 2% Sep 2026
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Weinberger Asset Management 321k $17M 13% Jun 2026
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Farther Finance Advisors 319k $17M 7% Sep 2026
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Navigoe 316k $16M 5% Jun 2026
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Clarity Capital Advisors 312k $16M -9% Jun 2026
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Legacy Financial Group 309k $16M 0% Sep 2026
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Ledgewood Wealth Advisors 309k $16M -3% Sep 2026
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Great Point Wealth Advisors 305k $16M 0% Sep 2026
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Hutchinson Capital Management 302k $16M 2% Jun 2026
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Jackson Thornton Asset Management 295k $15M -1% Jun 2026
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XY Planning Network 272k $14M 552% Sep 2026
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AQR Capital Management 269k $14M 5% Jun 2026
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Centennial Bank 269k $14M 0% Jun 2026
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Integrated Wealth Concepts 266k $14M -2% Jun 2026
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Lauer Wealth 264k $14M 5% Sep 2026
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Sowell Financial Services 261k $14M 12% Sep 2026
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Mml Investors Services 260k $13M 7% Jun 2026
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Canopy Partners 252k $13M -1% Jun 2026
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Firethorn Wealth Partners 251k $13M 0% Sep 2026
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First Financial Group Corp 248k $13M -1% Sep 2026
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Johnson Wealth Management 248k $13M -1% Jun 2026
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Cherrydale Wealth Management 247k $13M 0% Sep 2026
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IFP Advisors 244k $13M -1% Sep 2026
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Prodigy Asset Management 229k $12M 2% Jun 2026
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HTG Investment Advisors 229k $12M 0% Jun 2026
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VSM Wealth Advisory 226k $12M 2% Jun 2026
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Oak Wealth Advisors 223k $12M -1% Jun 2026
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Pacific Asset Management 218k $11M 3% Sep 2026
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Fmb Wealth Management 217k $11M 0% Jun 2026
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Assetmark 215k $11M -28% Sep 2026
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Glass Jacobson Investment Advisors 214k $11M 0% Sep 2026
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Parkwoods Wealth Partners 212k $11M -6% Jun 2026
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Invst 203k $11M 12% Jun 2026
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FinDec Wealth Services 202k $11M -6% Jun 2026
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Syverson Strege & Co 202k $10M -7% Jun 2026
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Chicago Partners Investment 201k $10M -1% Jun 2026
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BKD Wealth Advisors 175k $9.2M -25% Sep 2026
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Lido Advisors 174k $9.0M -51% Jun 2026
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Frank. Day 33k $1.7M -85% Jun 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Evoke Wealth Mar 2026 2.5M $115M