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
Colony 11M $273M -2% Dec 2024
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Envestnet Asset Management 8.3M $207M -8% Dec 2024
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LPL Financial 7.6M $188M 1% Dec 2024
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Geometric Wealth Advisors 7.6M $188M 5% Dec 2024
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Commonwealth Equity Services 6.0M $150M 6% Dec 2024
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Monograph Wealth Advisors 5.6M $152M 2% Sep 2024
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Glenmede Trust Company 5.1M $127M -1% Dec 2024
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Hanson McClain Advisors 4.7M $120M 3% Dec 2024
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Great Waters Wealth Management 4.6M $115M 18% Dec 2024
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Plan 4.1M $103M -1% Dec 2024
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RFG Advisory 3.8M $95M 7% Dec 2024
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Brian McDonald 3.8M $95M -7% Dec 2024
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JFS Wealth Advisors 3.8M $94M 0% Dec 2024
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Assetmark 3.7M $92M 2% Dec 2024
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Triune Financial Partners 3.7M $92M 5% Dec 2024
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Alerus Financial 3.5M $88M -1% Dec 2024
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Pathstone Holdings 3.2M $79M -3% Dec 2024
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Planning Center 2.9M $73M 1% Dec 2024
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Royal Bank of Canada 2.9M $72M 156% Dec 2024
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Buckingham Strategic Partners 2.9M $79M 100% Sep 2024
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GeoWealth Management 2.8M $68M 82% Dec 2024
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UBS Group 2.7M $68M -39% Dec 2024
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D.A. Davidson & Co. 2.7M $66M 3% Dec 2024
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Evanson Asset Management 2.6M $66M 0% Dec 2024
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Cobblestone Capital Advisors 2.5M $62M 0% Dec 2024
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Asset Dedication 2.4M $60M -4% Dec 2024
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Core Wealth Management 2.3M $57M 1% Dec 2024
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Capstone Financial Advisors 2.2M $55M -1% Dec 2024
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New Capital Management 2.2M $54M 0% Dec 2024
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Tumwater Wealth Management 2.1M $53M 100% Dec 2024
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Morton Capital Management 2.0M $51M -2% Dec 2024
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.0M $51M 0% Dec 2024
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Greenspring Advisors 2.0M $49M -1% Dec 2024
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Factory Mutual Insurance Company 1.9M $48M 0% Dec 2024
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Financial Engines Advisors L.L.C 1.9M $46M 42% Dec 2024
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Creative Capital Management Investments 1.8M $46M 4% Dec 2024
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BetterWealth 1.8M $44M 90% Dec 2024
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Glassman Wealth Services 1.7M $43M 7% Dec 2024
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Baker Boyer National Bank 1.7M $42M 0% Dec 2024
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Jackson Thornton Asset Management 1.6M $41M -1% Dec 2024
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Trellis Wealth Advisors 1.5M $39M 2% Dec 2024
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Altiora Financial Group 1.5M $38M 0% Dec 2024
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Raymond James Financial 1.5M $37M 100% Dec 2024
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CliftonLarsonAllen Wealth Advisors 1.5M $37M -3% Dec 2024
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ShankerValleau Wealth Advisors 1.5M $36M 6% Dec 2024
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Bank of America Corporation 1.4M $36M -9% Dec 2024
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Financial Symmetry 1.4M $38M 6% Sep 2024
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Confluence Wealth Services 1.4M $35M 12% Dec 2024
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Forum Financial Management 1.3M $36M 2% Sep 2024
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Raymond James Financial Services Advisors 1.3M $35M -1% Sep 2024
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Private Advisor 1.3M $32M 4% Dec 2024
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Cardiff Park Advisors 1.3M $35M 3% Sep 2024
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Master's Wealth Management 1.3M $31M 100% Dec 2024
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BlueSky Wealth Advisors 1.3M $31M 2% Dec 2024
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Cardinal Point Capital Management, ULC 1.2M $31M 9% Dec 2024
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N.E.W. Advisory Services 1.2M $30M 30% Dec 2024
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Life Planning Partners 1.2M $46M 2386% Dec 2024
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Vance Wealth 1.1M $30M 3% Sep 2024
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Onyx Financial Advisors 1.1M $27M 4% Dec 2024
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Babb Wealth Advisors 1.1M $27M 100% Dec 2024
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Warburton Capital Management 1.1M $26M 100% Dec 2024
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Strathmore Capital Advisors 1.0M $26M 100% Dec 2024
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Meridian Wealth Partners 1.0M $25M 0% Dec 2024
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LRI Investments 993k $25M 0% Dec 2024
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TCI Wealth Advisors 956k $24M 5% Dec 2024
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HighTower Advisors 955k $24M 0% Dec 2024
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Resources Investment Advisors 909k $23M -2% Dec 2024
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Apella Capital 873k $22M -3% Dec 2024
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Sensible Money 867k $22M -2% Dec 2024
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Wealth Enhancement Advisory Services 819k $22M 0% Dec 2024
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Shearwater Capital 805k $20M 2% Dec 2024
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Accredited Investor Services 796k $20M 100% Dec 2024
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Symmetry Partner 778k $19M 68% Dec 2024
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CI Private Wealth 756k $19M 0% Dec 2024
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Claris Advisors, Llc / Mo / 751k $19M 35% Dec 2024
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RWM Asset Management 737k $18M 3% Dec 2024
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Aspiriant 735k $18M 0% Dec 2024
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Chicago Partners Investment 728k $18M 6% Dec 2024
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McCarthy Grittinger Financial Group 706k $18M 169% Dec 2024
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Conrad Siegel Investment Advisors 686k $17M 10% Dec 2024
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Glassy Mountain Advisors 680k $17M 4% Dec 2024
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Savant Capital Management 679k $17M -1% Dec 2024
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David Wealth Management 677k $17M 100% Dec 2024
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Kestra Advisory Services 675k $17M 8% Dec 2024
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Ohe Financial 653k $16M 0% Dec 2024
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Vested Financial Planning 636k $16M 100% Dec 2024
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Sequoia Financial Advisors 633k $16M 4% Dec 2024
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Wolfstich Capital 626k $16M 100% Dec 2024
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EP Wealth Advisors 622k $16M 72% Dec 2024
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HTG Investment Advisors 618k $15M 2% Dec 2024
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Prosperity Planning 605k $15M 0% Dec 2024
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Essential Planning 581k $15M 6400% Dec 2024
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IFG Advisory 580k $14M 4% Dec 2024
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Brighton Jones 569k $14M 9% Dec 2024
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Cherrydale Wealth Management 567k $14M -9% Dec 2024
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Elser Financial Planning 559k $14M 2407% Dec 2024
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Grunden Financial Advisory 555k $14M 0% Dec 2024
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Mercer Global Advisors 540k $13M -54% Dec 2024
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Grand Wealth Management 535k $13M -7% Dec 2024
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Legacy Financial Group 527k $14M 15% Sep 2024
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Tassel Capital Management 524k $13M 100% Dec 2024
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Modera Wealth Management 514k $13M 2% Dec 2024
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BKD Wealth Advisors 511k $13M -5% Dec 2024
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Lauterbach Financial Advisors 464k $12M 0% Dec 2024
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North Ridge Wealth Advisors 463k $13M 2% Sep 2024
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Ruedi Wealth Management 458k $12M -2% Sep 2024
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Susquehanna International 451k $11M 100% Dec 2024
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Jpmorgan Chase & Co 446k $11M -1% Dec 2024
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Old Mission Capital 431k $11M 26% Dec 2024
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Creative Planning 406k $10M -1% Dec 2024
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Ark & Tlk Investments 401k $11M -5% Sep 2024
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Equitable Holdings 397k $9.9M 2% Dec 2024
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Silver Oak Advisory Group 397k $9.9M 0% Dec 2024
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Truepoint 396k $9.8M 4% Dec 2024
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Robertson Stephens Wealth Management 395k $9.8M -1% Dec 2024
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American Investment Services 393k $11M 0% Dec 2024
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Trust Co of the South 390k $9.7M 1% Dec 2024
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ERn Financial 384k $9.5M 0% Dec 2024
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Strategic Investment Solutions 382k $9.5M 2% Dec 2024
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Conquis Financial 382k $9.5M 100% Dec 2024
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Andrews, Lucia Wealth Management 378k $10M 0% Dec 2024
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Pure Financial Advisors 373k $9.3M 3% Dec 2024
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Financial Connections Group 369k $9.2M -3% Dec 2024
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Integrated Wealth Concepts 352k $8.7M -8% Dec 2024
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Branch Banking & Trust Company 351k $8.7M 1% Dec 2024
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Hemington Wealth Management 344k $8.6M -1% Dec 2024
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Cetera Investment Advisers 334k $8.3M 4% Dec 2024
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SJS Investment Consulting 331k $8.2M -1% Dec 2024
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Mariner Wealth Advisors 323k $8.0M 0% Dec 2024
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Moisand Fitzgerald Tamayo 316k $7.9M -2% Dec 2024
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First National Bank Sioux Falls 313k $7.8M 0% Dec 2024
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Fmb Wealth Management 312k $7.8M 23% Dec 2024
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Hurlow Wealth Management Group 302k $7.5M 5% Dec 2024
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Willow Creek Wealth Management 302k $7.5M 100% Dec 2024
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PBMares Wealth Management 292k $7.3M 6% Dec 2024
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Betterment 291k $7.2M 17% Dec 2024
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Captrust Financial Advisors 286k $7.1M -2% Dec 2024
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Live Oak Private Wealth 282k $7.0M 1% Dec 2024
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Eldridge Investment Advisors 281k $7.0M -7% Dec 2024
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Sax Wealth Advisors 274k $6.8M -4% Dec 2024
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Henrickson Nauta Wealth Advisors 272k $6.8M 0% Dec 2024
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Warwick Investment Management 271k $6.7M -2% Dec 2024
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Hassell Wealth Management 266k $6.8M 0% Dec 2024
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von Borstel & Associates 263k $7.1M 100% Sep 2024
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Magnolia Capital Advisors 249k $6.2M 3% Dec 2024
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Peirce Capital Management 247k $6.1M -1% Dec 2024
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Capstone Wealth Management 245k $6.1M 100% Dec 2024
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Delap Wealth Advisory 242k $6.5M -50% Sep 2024
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Dopkins Wealth Management 226k $5.6M 55% Dec 2024
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Bayshore Asset Management 223k $5.6M 0% Dec 2024
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Phillips Financial Management 219k $5.5M -13% Dec 2024
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Cambridge Investment Research Advisors 190k $4.7M -46% Dec 2024
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Advisor Group Holdings 112k $2.9M -64% Dec 2024
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Jane Street 17k $413k -99% Dec 2024
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Sowell Financial Services Sep 2024 702k $19M