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
Buckingham Asset Management 12M $284M 1% Dec 2023
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Envestnet Asset Management 11M $247M 0% Sep 2023
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LPL Financial 7.1M $161M 2% Sep 2023
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Strategic Investment Solutions 6.5M $156M 10302% Sep 2023
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Geometric Wealth Advisors 6.2M $152M 8% Dec 2023
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Commonwealth Equity Services 5.5M $135M 2% Dec 2023
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Glenmede Trust Company 5.2M $117M -1% Sep 2023
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Monograph Wealth Advisors 4.7M $115M 0% Dec 2023
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Brian McDonald 4.7M $105M 100% Sep 2023
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UBS Group 4.3M $104M 1% Dec 2023
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RFG Advisory 4.3M $104M 0% Dec 2023
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Plan 4.2M $103M 0% Dec 2023
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Alerus Financial 3.9M $96M -5% Dec 2023
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JFS Wealth Advisors 3.9M $94M -2% Dec 2023
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Hanson McClain Advisors 3.7M $90M 2% Dec 2023
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Assetmark 3.5M $85M 3% Dec 2023
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Pathstone Holdings 3.3M $81M 100% Dec 2023
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Pathstone Family Office 3.3M $74M -6% Sep 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.1M $77M 16% Dec 2023
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Evanson Asset Management 2.9M $70M 0% Dec 2023
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Capstone Financial Advisors 2.8M $63M 1% Sep 2023
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Planning Center 2.8M $68M 2% Dec 2023
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Great Waters Wealth Management 2.8M $67M 15% Dec 2023
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Asset Dedication 2.5M $60M -5% Dec 2023
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D.A. Davidson & Co. 2.4M $60M 2% Dec 2023
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Cobblestone Capital Advisors 2.3M $55M -2% Dec 2023
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New Capital Management 2.1M $51M 4% Dec 2023
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Core Wealth Management 2.1M $50M -1% Dec 2023
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Morton Capital Management 2.0M $49M 4% Dec 2023
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Greenspring Advisors 2.0M $48M 3% Dec 2023
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Buckingham Strategic Partners 1.8M $44M -25% Dec 2023
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Jackson Thornton Asset Management 1.8M $43M -7% Dec 2023
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Bank of America Corporation 1.7M $42M 138% Dec 2023
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CliftonLarsonAllen Wealth Advisors 1.6M $39M -2% Dec 2023
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Jane Street 1.6M $39M -69% Dec 2023
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Baker Boyer National Bank 1.6M $39M 5% Dec 2023
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Forum Financial Management 1.6M $39M 4% Dec 2023
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First Ascent Asset Management 1.5M $36M 2% Dec 2023
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Trellis Wealth Advisors 1.4M $34M 3% Dec 2023
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ShankerValleau Wealth Advisors 1.4M $34M 3% Dec 2023
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Glassman Wealth Services 1.3M $33M 13% Dec 2023
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Cardiff Park Advisors 1.3M $31M -1% Dec 2023
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Creative Capital Management Investments 1.2M $30M 8% Dec 2023
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Mercer Global Advisors 1.2M $30M -2% Dec 2023
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Raymond James Financial Services Advisors 1.2M $30M -9% Dec 2023
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Royal Bank of Canada 1.1M $28M 17% Dec 2023
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BlueSky Wealth Advisors 1.1M $27M -2% Dec 2023
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Meridian Wealth Partners 1.1M $24M -1% Sep 2023
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Vance Wealth 1.1M $26M -3% Dec 2023
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Financial Symmetry 1.1M $26M 100% Dec 2023
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HighTower Advisors 1.0M $26M -5% Dec 2023
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Frank. Day 1.0M $25M 100% Dec 2023
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Private Advisor 987k $24M 16% Dec 2023
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Symmetry Partner 954k $23M -2% Dec 2023
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Altiora Financial Group 935k $21M -10% Sep 2023
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BetterWealth 928k $23M 12% Dec 2023
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Apella Capital 917k $22M -1% Dec 2023
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Comerica Securities 917k $21M -2% Sep 2023
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Onyx Financial Advisors 899k $22M 5% Dec 2023
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Leading Edge Financial Planning 896k $20M -25% Sep 2023
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Advisor Group Holdings 832k $20M -51% Dec 2023
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RWM Asset Management 830k $20M -12% Dec 2023
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Confluence Wealth Services 828k $20M 154% Dec 2023
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CI Private Wealth 776k $19M -6% Dec 2023
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Shearwater Capital 736k $18M 7% Dec 2023
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TCI Wealth Advisors 698k $17M 0% Dec 2023
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Chicago Partners Investment 650k $14M 0% Sep 2023
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Prosperity Planning 636k $16M -1% Dec 2023
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HTG Investment Advisors 634k $16M 0% Dec 2023
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Kestra Advisory Services 622k $15M -1% Dec 2023
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Glassy Mountain Advisors 606k $15M 10% Dec 2023
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Grand Wealth Management 589k $14M 0% Dec 2023
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Grunden Financial Advisory 559k $14M 100% Dec 2023
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Cherrydale Wealth Management 547k $13M 4% Dec 2023
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IFG Advisory 545k $13M 3% Dec 2023
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Modera Wealth Management 538k $13M -2% Dec 2023
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Savant Capital Management 534k $13M 2% Dec 2023
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Claris Advisors, Llc / Mo / 525k $13M 0% Dec 2023
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Soundmark Wealth Management 491k $12M 3% Dec 2023
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Lauterbach Financial Advisors 484k $12M 0% Dec 2023
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BKD Wealth Advisors 479k $12M 10% Dec 2023
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Robertson Stephens Wealth Management 475k $12M 1% Dec 2023
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Conrad Siegel Investment Advisors 473k $12M 7% Dec 2023
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Financial Engines Advisors L.L.C 466k $11M 1% Sep 2023
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Ruedi Wealth Management 459k $11M 3% Dec 2023
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Old Mission Capital 458k $10M 47% Sep 2023
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North Ridge Wealth Advisors 440k $11M 1% Dec 2023
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Ohe Financial 437k $9.8M 5% Sep 2023
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Trust Co of the South 415k $10M 100% Dec 2023
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American Investment Services 414k $10M 0% Dec 2023
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Wealth Enhancement Advisory Services 406k $9.9M -16% Dec 2023
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Integrated Wealth Concepts 388k $8.7M 2% Sep 2023
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EP Wealth Advisors 385k $8.7M 100% Sep 2023
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Jpmorgan Chase & Co 383k $9.3M 16% Dec 2023
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Andrews, Lucia Wealth Management 376k $9.2M -4% Dec 2023
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Legacy Financial Group 370k $8.3M 11% Sep 2023
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Silver Oak Advisory Group 366k $8.9M 3% Dec 2023
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ERn Financial 360k $8.5M 4% Dec 2023
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Hemington Wealth Management 359k $8.8M 0% Dec 2023
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Mather Group 358k $8.7M -1% Dec 2023
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Truepoint 355k $8.7M -4% Dec 2023
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Financial Connections Group 350k $8.6M -3% Dec 2023
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SJS Investment Consulting 342k $8.3M -1% Dec 2023
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Mariner Wealth Advisors 331k $8.1M -3% Dec 2023
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Moisand Fitzgerald Tamayo 330k $8.1M -2% Dec 2023
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Pure Financial Advisors 321k $7.8M 100% Dec 2023
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First National Bank Sioux Falls 313k $7.6M 0% Dec 2023
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Branch Banking & Trust Company 308k $7.5M -1% Dec 2023
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Briggs Advisory Group 307k $6.9M 4% Sep 2023
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Warwick Investment Management 306k $7.5M -1% Dec 2023
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Captrust Financial Advisors 304k $7.4M -2% Dec 2023
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Eldridge Investment Advisors 302k $7.4M 0% Dec 2023
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Equitable Holdings 302k $6.8M -1% Sep 2023
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Creative Planning 301k $7.4M 0% Dec 2023
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Phillips Financial Management 297k $7.2M -12% Dec 2023
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Cambridge Investment Research Advisors 283k $6.9M -4% Dec 2023
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PBMares Wealth Management 283k $6.9M -1% Dec 2023
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Aspiriant 281k $6.9M 0% Dec 2023
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Hurlow Wealth Management Group 279k $6.8M 1% Dec 2023
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Willow Creek Wealth Management 278k $6.3M 1% Sep 2023
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Henrickson Nauta Wealth Advisors 276k $6.7M 0% Dec 2023
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Hassell Wealth Management 269k $6.5M -5% Dec 2023
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N.E.W. Advisory Services 260k $6.4M 3% Dec 2023
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Bayshore Asset Management 260k $6.4M -2% Dec 2023
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Magnolia Capital Advisors 258k $6.2M 615% Dec 2023
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McCarthy Grittinger Financial Group 251k $6.1M 7% Dec 2023
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Peirce Capital Management 245k $6.0M 100% Dec 2023
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Delap Wealth Advisory 243k $5.9M 0% Dec 2023
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Park Avenue Securities 237k $5.8M 1% Dec 2023
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Advisor Partners Ii 231k $5.2M 3% Sep 2023
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Rbf Capital 221k $5.0M -4% Sep 2023
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DiNuzzo Private Wealth 221k $5.4M 100% Dec 2023
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Betterment 210k $5.1M -7% Dec 2023
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Awm Capital 206k $5.0M 0% Dec 2023
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Bridgeworth 201k $4.9M -1% Dec 2023
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SC&H Financial Advisors 195k $4.8M 1% Dec 2023
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Dopkins Wealth Management 194k $4.7M -16% Dec 2023
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Sowell Financial Services 194k $4.7M 16% Dec 2023
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Tranquilli Financial Advisor 192k $4.7M 0% Dec 2023
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Investment Advisory Group 190k $4.6M 2% Dec 2023
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Integrated Advisors Network 190k $4.3M 0% Sep 2023
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RAM Investment Partners 182k $4.4M -5% Dec 2023
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Cetera Investment Advisers 178k $4.0M 2% Sep 2023
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Ml & R Wealth Management 175k $4.3M -1% Dec 2023
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Rs Crum 172k $4.2M -13% Dec 2023
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AE Wealth Management 169k $4.1M -4% Dec 2023
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Tillman Hartley 163k $4.0M 0% Dec 2023
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Heritage Wealth Management, Inc./Texas 162k $3.9M 3% Dec 2023
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Treynor Bancshares 154k $3.8M 1% Dec 2023
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Atria Wealth Solutions 154k $3.8M 0% Dec 2023
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Firethorn Wealth Partners 150k $3.7M -27% Dec 2023
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Stifel Financial 113k $2.8M -61% Dec 2023
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LJI Wealth Management 23k $513k -87% Sep 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Bank Of Montreal Sep 2023 997k $23M
Susquehanna International Jun 2023 692k $16M
Brighton Jones Sep 2023 364k $8.2M
Citadel Advisors Sep 2023 279k $6.3M