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 Actions
First Pacific Financial 865k $64M 6% Mar 2026
 View chart
Wealth Management Nebraska 675k $50M 14% Dec 2025
 View chart
Arlington Financial Advisors 648k $48M 1% Mar 2026
 View chart
Farther Finance Advisors 362k $27M 4% Mar 2026
 View chart
Strategic Investment Solutions 283k $21M 18% Dec 2025
 View chart
DiNuzzo Private Wealth 233k $17M -1% Mar 2026
 View chart
Abacus Planning Group 212k $16M 3% Mar 2026
 View chart
McMill Wealth Management 179k $13M 21% Dec 2025
 View chart
Plan 175k $14M 32% Mar 2026
 View chart
Fundamentun 166k $12M 6% Dec 2025
 View chart
Sivia Capital Partners 164k $12M 3% Dec 2025
 View chart
Keyes, Stange & Wooten Wealth Management 162k $12M 1% Dec 2025
 View chart
Bryant Woods Investment Advisors 159k $12M -1% Dec 2025
 View chart
UMA Financial Services 148k $11M -2% Mar 2026
 View chart
Greenspring Advisors 147k $11M 3434% Dec 2025
 View chart
Apella Capital 143k $11M 12% Mar 2026
 View chart
Triune Financial Partners 143k $11M 1% Dec 2025
 View chart
Maseco 142k $10M 4% Mar 2026
 View chart
HFG Wealth Management 134k $9.9M -1% Mar 2026
 View chart
Royal Harbor Partners 124k $9.2M 5% Mar 2026
 View chart
American Investment Services 112k $8.3M 9% Dec 2025
 View chart
Demming Financial Services Corp 100k $7.3M 6% Mar 2026
 View chart
Evanson Asset Management 95k $7.0M 13% Mar 2026
 View chart
Strathmore Capital Advisors 86k $6.4M 37% Dec 2025
 View chart
TCI Wealth Advisors 74k $5.4M 5% Dec 2025
 View chart
Builder Investment Group 68k $5.0M 1% Mar 2026
 View chart
Commonwealth Equity Services 67k $5.0M 1% Dec 2025
 View chart
AQR Capital Management 56k $4.1M 176% Dec 2025
 View chart
LPL Financial 53k $3.9M 5% Dec 2025
 View chart
Sprinkle Financial Consultants 52k $3.8M 9% Mar 2026
 View chart
SC&H Financial Advisors 49k $3.6M 15% Mar 2026
 View chart
Mather Group 45k $3.4M 0% Mar 2026
 View chart
Krilogy Financial 42k $3.3M -2% Mar 2026
 View chart
Shore Point Advisors 41k $3.0M 155% Mar 2026
 View chart
Berger Financial Group 40k $3.0M 10% Dec 2025
 View chart
Prudent Man Investment Management 40k $2.9M 30% Dec 2025
 View chart
Keystone Financial Group 37k $2.7M 45% Mar 2026
 View chart
Warburton Capital Management 36k $2.7M 5% Dec 2025
 View chart
Parkshore Wealth Management 36k $2.7M 16% Dec 2025
 View chart
Parkwoods Wealth Partners 36k $2.7M 44% Mar 2026
 View chart
BIP Wealth 34k $2.5M 302% Dec 2025
 View chart
Spinnaker Investment Group 33k $2.4M 3% Mar 2026
 View chart
Barry Investment Advisors 33k $2.4M -9% Mar 2026
 View chart
Colony 33k $2.4M -8% Dec 2025
 View chart
HighTower Advisors 33k $2.4M 75% Dec 2025
 View chart
AssuredPartners Investment Advisors 32k $2.4M 0% Mar 2026
 View chart
Rachor Investment Advisory Services 32k $2.4M 100% Dec 2025
 View chart
MB Generational Wealth 30k $2.2M 31% Dec 2025
 View chart
Syverson Strege & Co 29k $2.2M -3% Dec 2025
 View chart
Vestia Personal Wealth Advisors 28k $2.1M 5% Mar 2026
 View chart
Babb Wealth Advisors 27k $2.0M 2% Dec 2025
 View chart
Aspen Capital Management 26k $1.9M 12% Mar 2026
 View chart
Beacon Pointe Advisors 24k $1.8M 16% Dec 2025
 View chart
Monograph Wealth Advisors 24k $1.8M 58% Dec 2025
 View chart
Raymond James Financial 23k $1.7M 31% Dec 2025
 View chart
Kesler, Norman & Wride 23k $1.7M 100% Dec 2025
 View chart
Mosaic Family Wealth Partners 22k $1.6M 2% Dec 2025
 View chart
Fiduciary Financial Group 22k $1.6M -6% Mar 2026
 View chart
Foster Group 21k $1.6M 34% Mar 2026
 View chart
Cogent Private Wealth 21k $1.5M -5% Mar 2026
 View chart
Sterling Wealth Management 20k $1.5M -6% Dec 2025
 View chart
Chicago Partners Investment 20k $1.5M 2% Dec 2025
 View chart
Cardiff Park Advisors 19k $1.4M 0% Dec 2025
 View chart
Betterment 18k $1.3M -1% Dec 2025
 View chart
Pacific Asset Management 18k $1.3M 20% Dec 2025
 View chart
JFS Wealth Advisors 17k $1.3M 77% Mar 2026
 View chart
Jane Street 17k $1.2M 82% Dec 2025
 View chart
Mercer Global Advisors 17k $1.2M 220% Dec 2025
 View chart
Lakewood Asset Management 16k $1.2M 100% Mar 2026
 View chart
Ronald Blue Trust 16k $1.2M 23% Mar 2026
 View chart
Wolfstich Capital 16k $618k 100% Mar 2026
 View chart
Foundations Investment Advisors 16k $1.2M 100% Dec 2025
 View chart
Mills Wealth Advisors 16k $1.1M 12% Mar 2026
 View chart
Cary Street Partners Financial 15k $1.1M 11% Dec 2025
 View chart
Mustard Seed Financial 15k $1.1M 43% Dec 2025
 View chart
IHT Wealth Management 14k $1.1M 100% Dec 2025
 View chart
Riverbend Wealth Management 14k $1.0M -4% Mar 2026
 View chart
Stratos Wealth Partners 14k $1.0M 0% Dec 2025
 View chart
Ruedi Wealth Management 13k $941k 9% Dec 2025
 View chart
Highland Financial Advisors 13k $929k 0% Mar 2026
 View chart
Fmb Wealth Management 12k $905k 9% Mar 2026
 View chart
Nemes Rush Group 12k $863k -5% Mar 2026
 View chart
Savvy Advisors 11k $828k 19% Dec 2025
 View chart
Annandale Capital 11k $810k 61% Dec 2025
 View chart
Envision Financial Planning 11k $783k 10% Dec 2025
 View chart
Tilson Financial Group 11k $780k 96% Dec 2025
 View chart
CWM 10k $769k 731% Dec 2025
 View chart
Waterfront Wealth 10k $777k 10% Dec 2025
 View chart
Bannerman Wealth Management Group 10k $736k 2% Mar 2026
 View chart
Falcon Wealth Planning 9.7k $716k -14% Mar 2026
 View chart
Legacy Financial Group 9.7k $715k 33% Dec 2025
 View chart
Savant Capital Management 9.6k $713k 98% Dec 2025
 View chart
Visionary Wealth Advisors 9.5k $699k 7% Dec 2025
 View chart
Austin Asset Management 9.4k $694k 0% Dec 2025
 View chart
Rs Crum 9.0k $664k 20% Mar 2026
 View chart
Resources Investment Advisors 8.9k $655k 13% Dec 2025
 View chart
EverSource Wealth Advisors 8.5k $629k 4% Dec 2025
 View chart
Legacy Capital Wealth Partners 8.2k $603k 172% Dec 2025
 View chart
Belpointe Asset Management 8.1k $600k 0% Dec 2025
 View chart
BOS Asset Management 7.9k $580k 2% Mar 2026
 View chart
marrick wealth 7.6k $563k 100% Mar 2026
 View chart
RAM Investment Partners 7.6k $564k 6% Dec 2025
 View chart
BKA Wealth Consulting 7.6k $562k 0% Mar 2026
 View chart
Cambridge Investment Research Advisors 7.4k $549k 127% Dec 2025
 View chart
DecisionPoint Financial 7.2k $532k 7% Dec 2025
 View chart
Verum Partners 7.1k $525k 0% Mar 2026
 View chart
Sensible Money 6.7k $492k 138% Mar 2026
 View chart
Ashton Thomas Private Wealth 6.5k $483k 26% Dec 2025
 View chart
Root Financial Partners 6.4k $474k 3% Mar 2026
 View chart
Alpha Financial Advisors 6.4k $474k 77% Dec 2025
 View chart
Equitable Holdings 6.3k $464k 88% Dec 2025
 View chart
TFC Financial Management 6.1k $453k 56% Mar 2026
 View chart
Elevate Wealth Advisory 6.1k $452k 19% Dec 2025
 View chart
GEM Asset Management 6.1k $447k 13% Mar 2026
 View chart
Ferguson Johnson Wealth Management 5.9k $439k 100% Dec 2025
 View chart
SB Capital Management 5.8k $430k 100% Dec 2025
 View chart
Quantify Chaos Advisors 5.5k $404k 100% Dec 2025
 View chart
Federation des caisses Desjardins du Quebec 5.4k $400k 20% Dec 2025
 View chart
Creative Planning 5.4k $400k -4% Dec 2025
 View chart
Mutual Advisors 5.4k $399k 17% Dec 2025
 View chart
Buckingham Strategic Partners 5.4k $398k 4% Dec 2025
 View chart
Envestnet Asset Management 5.3k $395k -42% Dec 2025
 View chart
CI Private Wealth 5.3k $390k 0% Dec 2025
 View chart
Modera Wealth Management 5.2k $388k -1% Dec 2025
 View chart
Advisory Services Network 4.9k $362k -2% Dec 2025
 View chart
Pillar Financial Advisors 4.9k $361k 5% Dec 2025
 View chart
Hippocratic Financial Advisors 4.9k $360k -27% Mar 2026
 View chart
XY Planning Network 4.8k $360k 9% Mar 2026
 View chart
Keb Asset Management 4.8k $353k 14% Mar 2026
 View chart
Elser Financial Planning 4.6k $340k 100% Mar 2026
 View chart
Hutchinson Capital Management 4.5k $333k 100% Dec 2025
 View chart
Chico Wealth RIA 4.3k $318k 20% Dec 2025
 View chart
Beaird Harris Wealth Management 4.3k $317k 330% Dec 2025
 View chart
Investment Advisory Group 4.2k $308k 0% Mar 2026
 View chart
Ausdal Financial Partners 4.2k $308k 100% Dec 2025
 View chart
Fonville Wealth Management 4.0k $298k 0% Mar 2026
 View chart
Silver Oak Advisory Group 3.9k $285k 100% Dec 2025
 View chart
Foster & Motley 3.7k $273k 5% Mar 2026
 View chart
Vistica Wealth Advisors 3.6k $263k 100% Mar 2026
 View chart
Pathstone Holdings 3.5k $262k 0% Dec 2025
 View chart
R.P. Boggs & Co. Wealth Mangement 3.5k $261k 100% Dec 2025
 View chart
Lam Group 3.5k $258k 0% Mar 2026
 View chart
Maripau Wealth Management 3.4k $253k 100% Dec 2025
 View chart
Rehmann Capital Advisory 3.2k $236k 0% Dec 2025
 View chart
Forum Financial Management 3.1k $227k 100% Mar 2026
 View chart
Porter White Investment Advisors 3.0k $223k -10% Dec 2025
 View chart
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 3.0k $223k 6% Dec 2025
 View chart
Andrews, Lucia Wealth Management 2.9k $215k 7% Mar 2026
 View chart
Coston, McIsaac & Partners 2.9k $211k -4% Mar 2026
 View chart
Aurelius Family Office 2.8k $204k -5% Mar 2026
 View chart
Phillips Financial Management 2.6k $194k -38% Mar 2026
 View chart
Advisor Group Holdings 2.0k $148k -39% Dec 2025
 View chart

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Main Street Financial Solutions Sep 2025 49k $3.5M
Master's Wealth Management Dec 2025 11k $834k
Total Wealth Planning Sep 2025 7.5k $537k
Brighton Jones Sep 2025 5.1k $367k
Signal Advisors Wealth Dec 2025 3.4k $253k
Aspiriant Sep 2025 3.3k $237k
Sequoia Financial Advisors Sep 2025 3.0k $217k