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
Forum Financial Management 17M $439M 2% Mar 2025
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CI Private Wealth 6.5M $172M 10% Mar 2025
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Colony 6.4M $168M 12% Mar 2025
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Buckingham Strategic Partners 6.1M $162M 19% Mar 2025
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Truepoint 4.9M $130M 3% Mar 2025
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Sequoia Financial Advisors 4.2M $111M 186% Mar 2025
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HighTower Advisors 4.2M $109M 4% Dec 2024
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Parcion Private Wealth 2.9M $77M 5% Mar 2025
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Asset Dedication 2.5M $66M 2% Mar 2025
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Evensky & Katz 2.3M $61M 3% Dec 2024
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Carlson Capital Management 2.2M $59M 0% Dec 2024
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JMG Financial Group 2.0M $52M 12% Mar 2025
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Heritage Financial Services 1.9M $49M -23% Mar 2025
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LPL Financial 1.8M $47M 13% Mar 2025
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RW Investment Management 1.8M $47M -1% Mar 2025
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Total Wealth Planning 1.7M $46M 6% Mar 2025
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Mercer Global Advisors 1.7M $45M 78% Mar 2025
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Rockwood Wealth Management 1.6M $43M 26% Mar 2025
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Hill Investment Group Partners 1.6M $43M -2% Mar 2025
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Wealthstream Advisors 1.5M $39M 4% Mar 2025
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Jane Street 1.4M $38M 100% Mar 2025
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Apella Capital 1.4M $34M -3% Mar 2025
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Awm Capital 1.3M $35M 1% Mar 2025
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BKD Wealth Advisors 1.3M $34M -23% Mar 2025
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EnRich Financial Partners 1.3M $33M 6% Mar 2025
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Envestnet Asset Management 1.2M $31M 0% Mar 2025
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Bank Of Montreal 1.2M $31M 9% Dec 2024
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Phillips Financial Management 1.1M $29M 11% Mar 2025
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Mosaic Family Wealth Partners 1.1M $28M 6% Mar 2025
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Savant Capital Management 1.0M $28M -1% Mar 2025
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Great Oak Capital Partners 1.0M $26M 0% Mar 2025
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Resources Investment Advisors 1.0M $27M 5% Mar 2025
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Klaas Financial Asset Advisors 1.0M $27M 2% Mar 2025
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Miramar Fiduciary Corp 983k $26M -9% Dec 2024
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Kooman & Associates 975k $26M 3% Mar 2025
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Oakwell Private Wealth Management 922k $24M 0% Mar 2025
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Brighton Jones 917k $24M 9% Mar 2025
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Seaside Wealth Management 906k $24M 5% Mar 2025
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Your Advocates 900k $24M 4% Mar 2025
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Betterment 824k $22M 9% Dec 2024
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Willow Creek Wealth Management 814k $21M 100% Dec 2024
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Rather & Kittrell 811k $21M 12% Dec 2024
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DiNuzzo Private Wealth 776k $21M 0% Mar 2025
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Jackson Thornton Asset Management 754k $19M 16% Mar 2025
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Hemington Wealth Management 735k $19M 204% Mar 2025
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Bank of America Corporation 713k $19M 20% Dec 2024
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Stordahl Capital Management 710k $19M 3% Mar 2025
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Leading Edge Financial Planning 708k $19M 9% Mar 2025
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Schoolcraft Capital 705k $19M 13% Mar 2025
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Pinnacle Financial Group, LLC / IL 681k $18M 0% Dec 2024
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Rockbridge Investment Management, LCC 652k $17M 20% Dec 2024
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Integris Wealth Management 640k $17M 2% Mar 2025
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Syverson Strege & Co 638k $17M 2% Dec 2024
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Sensible Money 638k $17M 10% Mar 2025
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Rs Crum 629k $17M -1% Mar 2025
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Fundamentun 628k $17M 5% Mar 2025
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Monograph Wealth Advisors 579k $15M -15% Mar 2025
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Eaton-Cambridge 565k $15M 5% Mar 2025
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SRS Capital Advisors 563k $15M 2% Dec 2024
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Jentner 560k $15M 8% Dec 2024
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Commonwealth Equity Services 553k $15M 3% Dec 2024
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AdvisorNet Financial 551k $15M 10% Mar 2025
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Goss Wealth Management 544k $14M 5% Dec 2024
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BCR Wealth Strategies 539k $14M 4% Mar 2025
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Mml Investors Services 535k $14M 13% Dec 2024
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Sageworth Trust Company 534k $14M 10% Mar 2025
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Planning Center 533k $14M 5% Mar 2025
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Heritage Investment Group 533k $14M 11% Mar 2025
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Ballentine Capital Advisors 527k $14M 3% Mar 2025
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Flagstone Financial Management 522k $14M 4% Mar 2025
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Capstone Capital Wealth Advisors 518k $14M 4% Mar 2025
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Evanson Asset Management 518k $14M 10% Mar 2025
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von Borstel & Associates 499k $13M 30% Mar 2025
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Equita Financial Network 496k $13M 9% Mar 2025
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Private Wealth Management Group 492k $13M 13% Mar 2025
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Peirce Capital Management 490k $13M 10% Mar 2025
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Leonard Rickey Investment Advisors P 481k $12M 144% Mar 2025
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Emprise Bank 464k $12M 33% Mar 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 458k $12M 9% Mar 2025
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Verisail Partners 457k $12M 3% Mar 2025
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Aspen Capital Management 452k $12M 100% Mar 2025
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Financial Engines Advisors L.L.C 452k $12M -1% Mar 2025
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Keb Asset Management 445k $12M 15% Mar 2025
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BFSG 434k $12M -2% Mar 2025
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Mattern Wealth Management 429k $11M 5% Mar 2025
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Vestmark Advisory Solutions 422k $11M 11% Dec 2024
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Guardian Partners 421k $11M 100% Mar 2025
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Austin Wealth Management 404k $11M -5% Mar 2025
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Hassell Wealth Management 396k $10M 6% Mar 2025
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Kondo Wealth Advisors 395k $11M 8% Mar 2025
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Squire Investment Management Company 388k $10M 13% Mar 2025
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Peapack Gladstone Financial Corp 382k $10M 9% Mar 2025
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Physician Wealth Solutions 382k $10M 0% Mar 2025
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Cravens & Co Advisors 372k $9.8M 5% Mar 2025
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Delap Wealth Advisory 363k $9.6M 20% Mar 2025
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Watchman Group 359k $9.4M -1% Dec 2024
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Bridge Generations Wealth Management 354k $9.4M -2% Mar 2025
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Straight Path Wealth Management 351k $9.3M 10% Mar 2025
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Greenspring Advisors 349k $9.2M 5% Mar 2025
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Fortitude Family Office 346k $9.2M 31% Mar 2025
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DecisionPoint Financial 346k $9.2M 23% Mar 2025
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JGP Wealth Management 345k $9.1M -10% Mar 2025
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Financial Symmetry 344k $9.1M 3% Mar 2025
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Vannoy Advisory Group 339k $9.0M 4% Mar 2025
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Symmetry Partner 338k $8.9M 24% Mar 2025
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Henrickson Nauta Wealth Advisors 336k $8.3M 12% Mar 2025
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Mariner Wealth Advisors 324k $8.6M -2% Mar 2025
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Vestment Financial 324k $8.6M 100% Mar 2025
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Hanson McClain Advisors 322k $8.6M 17% Mar 2025
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Krilogy Financial 321k $8.5M 10% Mar 2025
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BCU Wealth Advisors 314k $8.3M 10% Mar 2025
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Family Wealth Partners 307k $8.1M 7% Mar 2025
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Blume Capital Management 304k $8.0M 1% Dec 2024
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Kaufman Rossin Wealth 299k $7.9M 5% Mar 2025
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Cambridge Investment Research Advisors 295k $7.8M 5% Mar 2025
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HTG Investment Advisors 295k $7.8M 4% Mar 2025
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Ruedi Wealth Management 290k $7.7M 3% Mar 2025
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Discipline Wealth Solutions 288k $7.6M 1% Mar 2025
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Tillman Hartley 287k $7.6M 0% Mar 2025
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Susquehanna International 286k $7.5M 100% Dec 2024
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Cardiff Park Advisors 284k $7.4M 3% Dec 2024
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Mills Wealth Advisors 276k $7.3M 30% Mar 2025
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Northwest Wealth Management 266k $7.0M 27% Mar 2025
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United Wealth Management 261k $6.9M 11% Mar 2025
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SwitchPoint Financial Planning 254k $6.7M 100% Mar 2025
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Level Financial Advisors 252k $6.7M 11% Mar 2025
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Hippocratic Financial Advisors 251k $6.6M 100% Mar 2025
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Integrity Alliance 250k $6.6M 100% Mar 2025
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Keyvantage Wealth 249k $6.6M 100% Mar 2025
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Liberty Wealth Management 245k $6.5M 0% Mar 2025
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Ark & Tlk Investments 242k $6.4M -6% Mar 2025
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Brady Martz Wealth Solutions 241k $6.4M 66% Mar 2025
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American Investment Services 240k $6.3M 4% Mar 2025
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Foundation Wealth Management 239k $6.3M 100% Mar 2025
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Tilson Financial Group 233k $6.2M 9% Mar 2025
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Quarry Hill Advisors 231k $6.1M 11% Mar 2025
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Gradient Capital Advisors 231k $6.1M 7% Mar 2025
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Trust Co of the South 230k $6.1M 88% Mar 2025
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Hiley Hunt Wealth Management 229k $6.1M 8% Mar 2025
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Timonier Family Office 229k $6.0M 33% Mar 2025
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BCO Wealth Management 228k $6.0M 100% Mar 2025
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Client 1st Advisory Group 225k $5.9M -3% Mar 2025
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Studio Investment Management 219k $5.7M 3% Dec 2024
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Lutz Financial Services 215k $5.7M 9% Mar 2025
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O'Connor Financial Group 214k $5.7M 2% Mar 2025
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Financial Counselors 212k $5.6M 37% Mar 2025
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EP Wealth Advisors 210k $5.6M 11% Mar 2025
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Prospect Financial Group 209k $5.5M 16% Mar 2025
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Morgan Stanley 208k $7.7M 100% Dec 2024
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Friday Financial 203k $5.4M 30% Mar 2025
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Enzi Wealth 200k $5.3M 3% Mar 2025
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Essential Planning 16k $418k -95% Mar 2025
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Elser Financial Planning Dec 2024 1.0B $27M
Old Mission Capital Sep 2024 588k $17M