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
Assetmark 1.2M $55M -2% Mar 2023
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Burney Co/ 550k $26M 100% Mar 2023
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Commonwealth Equity Services 531k $25M 55% Mar 2023
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Triad Financial Advisors 502k $23M 4% Mar 2023
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Envestnet Asset Management 481k $23M 9% Mar 2023
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Great Waters Wealth Management 438k $20M 34% Mar 2023
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RFG Advisory 389k $18M 8% Mar 2023
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Park Avenue Securities 358k $17M -1% Mar 2023
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Chicago Partners Investment 341k $16M -36% Mar 2023
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Multi-Financial Securities 337k $16M 2% Dec 2022
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Mattern Wealth Management 336k $16M 1752% Mar 2023
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SJS Investment Consulting 321k $15M 13% Mar 2023
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RCS Financial Planning 307k $14M 6% Mar 2023
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Phillips Financial Management 301k $14M 3% Mar 2023
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Rather & Kittrell 263k $12M 37% Mar 2023
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Savant Capital Management 251k $12M 75% Mar 2023
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Vestmark Advisory Solutions 244k $11M 100% Mar 2023
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Legacy Financial Group 229k $11M 68% Mar 2023
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Hanson McClain Advisors 183k $8.5M -27% Mar 2023
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Annapolis Financial Services 182k $8.5M 1% Mar 2023
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Onyx Financial Advisors 175k $8.1M 15% Mar 2023
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Tanager Wealth Management 170k $7.9M -22% Mar 2023
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Jane Street 153k $7.1M 295% Mar 2023
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CFS Investment Advisory Services 149k $7.0M 2% Mar 2023
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LPL Financial 146k $6.8M 619% Mar 2023
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Graves-Light Private Wealth Management 141k $6.5M 100% Dec 2022
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Kooman & Associates 140k $6.5M 1% Mar 2023
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Tillman Hartley 129k $6.0M 3% Mar 2023
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Sequoia Financial Advisors 118k $5.5M 100% Mar 2023
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Advisor Group Holdings 117k $5.5M 24% Mar 2023
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FinDec Wealth Services 112k $5.2M 13% Mar 2023
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Strategic Investment Solutions 93k $4.4M 100% Dec 2022
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Allegiance Financial Group Advisory Services 86k $4.0M 112% Mar 2023
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Tortoise Investment Management 83k $3.9M -8% Mar 2023
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Waypoint Capital Advisors 82k $3.8M 1% Mar 2023
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Root Financial Partners 82k $3.8M 100% Mar 2023
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Old Mission Capital 79k $3.6M 396% Dec 2022
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Awm Capital 70k $3.2M 2% Dec 2022
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Great Point Wealth Advisors 70k $3.3M 8% Mar 2023
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Gradient Capital Advisors 69k $3.2M 6% Mar 2023
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CI Private Wealth 68k $3.2M 114% Mar 2023
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Shira Ridge Wealth Management 66k $3.1M -18% Mar 2023
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Market Street Wealth Management Advisors 63k $2.9M -6% Mar 2023
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Straight Path Wealth Management 59k $2.8M 14% Mar 2023
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Maryland Capital Advisors 58k $2.7M 0% Mar 2023
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SageView Advisory Group 57k $2.6M 2% Mar 2023
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Buckingham Asset Management 54k $2.5M 0% Mar 2023
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Atria Wealth Solutions 54k $2.5M 15% Mar 2023
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Bridge Advisory 53k $2.5M 10% Mar 2023
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Dynamic Advisors Solutions 53k $2.5M 217% Mar 2023
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Ruedi Wealth Management 52k $2.4M 3% Mar 2023
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Royal Bank of Canada 51k $2.3M 31% Dec 2022
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Branch Banking & Trust Company 49k $2.3M 100% Mar 2023
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Sax Wealth Advisors 48k $2.3M 26% Mar 2023
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SC&H Financial Advisors 48k $2.2M 27% Mar 2023
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Cambridge Investment Research Advisors 45k $2.1M 110% Mar 2023
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Silicon Hills Wealth Management 44k $2.0M 6% Dec 2022
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AE Wealth Management 43k $2.0M -3% Mar 2023
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Acorn Wealth Advisors 41k $1.9M -3% Mar 2023
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Samalin Investment Counsel 41k $1.9M 17% Mar 2023
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Essential Planning 40k $1.9M 100% Mar 2023
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Bank of America Corporation 39k $1.8M 11739% Mar 2023
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Integrated Wealth Concepts 39k $1.8M 65% Mar 2023
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Applied Capital 38k $1.8M -2% Mar 2023
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Wealthsource Partners 38k $1.8M 2% Mar 2023
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CPA Asset Management 38k $1.8M -2% Mar 2023
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Five Oceans Advisors 36k $1.7M 21% Mar 2023
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Henrickson Nauta Wealth Advisors 35k $1.6M 4% Mar 2023
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Hutchens & Kramer Investment Management Group 35k $1.6M 100% Mar 2023
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FirstPurpose Wealth 34k $1.6M 29% Mar 2023
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Foster Group 33k $1.5M -16% Mar 2023
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PFG Advisors 32k $1.5M 302% Mar 2023
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Bay Harbor Wealth Management 28k $1.3M 1278% Mar 2023
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HighTower Advisors 26k $1.2M 100% Mar 2023
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LVZ Advisors 24k $1.1M 9% Mar 2023
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Francis Financial 23k $1.1M 22% Mar 2023
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Wolff Wiese Magana 23k $1.1M -9% Mar 2023
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Index Fund Advisors 23k $1.0M 11% Mar 2023
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TCP Asset Management 22k $1.0M -78% Mar 2023
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Private Advisor 22k $1.0M 100% Mar 2023
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Shore Point Advisors 22k $1.0M 147% Mar 2023
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Morris Financial Concepts 20k $918k 25% Mar 2023
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Renaissance Technologies 19k $896k 20% Mar 2023
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Buckingham Strategic Partners 18k $857k 100% Mar 2023
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Austin Asset Management 17k $775k 121% Mar 2023
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EverSource Wealth Advisors 16k $727k 12% Mar 2023
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Meredith Wealth Planning 15k $719k 100% Mar 2023
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Firethorn Wealth Partners 15k $701k 22% Mar 2023
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Apollon Wealth Management 15k $700k 114% Mar 2023
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Orion Capital Management 14k $645k 12% Mar 2023
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Quarry Hill Advisors 14k $643k 49% Mar 2023
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Lincoln National 14k $641k 100% Mar 2023
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Baldrige Asset Management 12k $573k 1% Mar 2023
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WorthPointe 12k $545k 9% Mar 2023
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Safeguard Investment Advisory Group 12k $537k 100% Mar 2023
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Kuehl Shepherd Kozlowski & Associates 12k $538k 100% Mar 2023
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Shearwater Capital 11k $533k 0% Mar 2023
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Drive Wealth Management 11k $528k -50% Mar 2023
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IHT Wealth Management 11k $515k -5% Mar 2023
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Pathstone Family Office 11k $508k 0% Mar 2023
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Goss Wealth Management 11k $492k 75% Mar 2023
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PBMares Wealth Management 11k $492k 6% Mar 2023
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Spinnaker Investment Group 10k $486k 0% Mar 2023
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USAdvisors Wealth Management 10k $479k 14% Mar 2023
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Nwam 10k $477k 20% Mar 2023
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Collective Family Office 10k $470k 17% Mar 2023
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Rehmann Capital Advisory 9.1k $423k 0% Mar 2023
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Laurel Wealth Advisors 9.0k $416k 100% Dec 2022
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Orion Portfolio Solutions 9.0k $415k -9% Dec 2022
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Betterment 8.9k $411k 100% Dec 2022
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Blossom Wealth Management 8.9k $415k 12% Mar 2023
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Seaside Wealth Management 8.6k $402k 3% Mar 2023
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H D Vest Advisory Services 8.4k $392k -2% Mar 2023
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Grey Street Capital 8.4k $392k 100% Mar 2023
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7.6k $355k -2% Mar 2023
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Krilogy Financial 7.4k $345k 100% Mar 2023
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Affinity Capital Advisors 7.4k $344k -35% Mar 2023
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Pure Financial Advisors 7.1k $333k 0% Mar 2023
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Intrepid Financial Planning Group 6.8k $315k 0% Mar 2023
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Deschutes Portfolio Strategy 6.5k $303k 100% Mar 2023
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Mendota Financial Group 6.2k $297k 60% Mar 2023
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Mutual Advisors 6.2k $288k 14% Mar 2023
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Beacon Pointe Advisors 6.2k $287k 100% Mar 2023
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Investment Advisory Group 6.1k $284k 0% Mar 2023
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Kestra Advisory Services 5.9k $274k 1% Mar 2023
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Selective Wealth Management 5.4k $253k 0% Dec 2022
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Spire Wealth Management 5.3k $250k 199% Mar 2023
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IFP Advisors 5.2k $261k -23% Mar 2023
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Lam Group 5.0k $235k 16% Mar 2023
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Helen Stephens Group 5.0k $234k 3% Mar 2023
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Great Valley Advisor Group 5.0k $233k 0% Mar 2023
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B&D White Capital Company 5.0k $232k -2% Mar 2023
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Geometric Wealth Advisors 4.9k $227k -27% Mar 2023
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Global Trust Asset Management 4.4k $205k 0% Mar 2023
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Cardiff Park Advisors 3.4k $158k 100% Dec 2022
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Emerald Investment Partners 2.4k $113k 100% Mar 2023
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Disciplined Investments 2.2k $103k 25% Mar 2023
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Beaird Harris Wealth Management 2.0k $95k 100% Mar 2023
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25 1.8k $85k 100% Mar 2023
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AdvisorNet Financial 1.2k $56k -51% Mar 2023
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UBS Group 668.00 $31k 100% Mar 2023
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Glass Jacobson Investment Advisors 586.00 $27k 100% Dec 2022
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C.M. Bidwell & Associates 125.00 $5.8k 0% Mar 2023
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Gradient Investments 99.00 $4.6k 100% Mar 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Dec 2022 46k $2.1M
Sutton Place Investors Sep 2022 21k $968k
Beta Wealth Dec 2022 16k $738k
Elwood & Goetz Wealth Advisory Group Dec 2022 5.3k $242k
Flagstone Financial Management Dec 2022 4.5k $208k
Wescott Financial Advisory Group Dec 2022 4.4k $201k
Coppell Advisory Solutions Corp. Dec 2022 913.00 $42k
Coppell Advisory Solutions Dec 2022 913.00 $42k