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
Beaird Harris Wealth Management 2.2M $106M 10% Mar 2024
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DiNuzzo Private Wealth 1.9M $92M -3% Mar 2024
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Resources Investment Advisors 1.8M $83M 4042% Mar 2024
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HighTower Advisors 1.6M $74M 162% Mar 2024
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Buckingham Asset Management 1.6M $74M 69% Mar 2024
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Jane Street 1.1M $53M 155% Mar 2024
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Envestnet Asset Management 1.1M $50M 53% Mar 2024
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Market Street Wealth Management Advisors 1.0M $48M 10% Mar 2024
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Savant Capital Management 904k $43M 43% Mar 2024
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Commonwealth Equity Services 851k $40M 13% Mar 2024
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Assetmark 810k $38M -3% Mar 2024
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WPWealth 809k $38M 281% Mar 2024
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Apella Capital 805k $38M 8% Mar 2024
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Great Waters Wealth Management 800k $38M 24% Mar 2024
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Phillips Financial Management 624k $29M 23% Mar 2024
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Rather & Kittrell 551k $26M 30% Mar 2024
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RAM Investment Partners 507k $24M 4% Mar 2024
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Mattern Wealth Management 485k $23M -17% Dec 2023
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Grunden Financial Advisory 440k $21M 2% Mar 2024
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RFG Advisory 413k $19M 5% Mar 2024
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Burney Co/ 398k $19M -21% Mar 2024
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Sax Wealth Advisors 386k $18M 63% Mar 2024
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Warren Averett Asset Management 384k $18M -7% Mar 2024
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Rockwood Wealth Management 338k $16M 14% Mar 2024
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Valued Wealth Advisors 327k $15M 100% Mar 2024
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Legacy Financial Group 317k $15M 24% Mar 2024
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SJS Investment Consulting 295k $14M 11% Mar 2024
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Onyx Financial Advisors 282k $13M 15% Mar 2024
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Park Avenue Securities 267k $13M 1% Mar 2024
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Root Financial Partners 259k $12M 49% Mar 2024
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Great Oak Capital Partners 246k $12M 42% Mar 2024
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RCS Financial Planning 243k $11M 8% Mar 2024
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Ruedi Wealth Management 236k $11M 64% Mar 2024
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Signature Resources Capital Management 230k $11M -4% Mar 2024
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Vestmark Advisory Solutions 229k $11M 2% Mar 2024
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Buckingham Strategic Partners 227k $11M -59% Mar 2024
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Client 1st Advisory Group 223k $11M 65% Mar 2024
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Allegiance Financial Group Advisory Services 216k $10M 21% Mar 2024
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Oceanside Advisors 208k $9.8M -2% Mar 2024
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Keyes, Stange & Wooten Wealth Management 195k $9.2M 1485% Mar 2024
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Dynamic Advisors Solutions 188k $8.9M 7% Mar 2024
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LPL Financial 188k $8.8M 6% Mar 2024
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Bank of America Corporation 164k $7.7M -45% Mar 2024
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BCU Wealth Advisors 163k $7.7M 21% Mar 2024
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Betterment 160k $7.5M 107% Mar 2024
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Concord Wealth Partners 160k $7.5M 5% Mar 2024
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Tortoise Investment Management 156k $7.3M 32% Mar 2024
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CI Private Wealth 147k $6.9M 2% Mar 2024
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Tillman Hartley 144k $6.8M 0% Mar 2024
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Waypoint Capital Advisors 143k $6.7M -1% Mar 2024
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Peirce Capital Management 133k $6.3M 100% Dec 2023
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Goss Wealth Management 132k $6.2M 765% Mar 2024
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SC&H Financial Advisors 132k $6.2M 8% Mar 2024
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Kooman & Associates 125k $5.9M -5% Dec 2023
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FinDec Wealth Services 121k $5.7M -3% Mar 2024
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White Wing Wealth Management 120k $5.7M 9% Mar 2024
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Heritage Investment Group 116k $5.5M 5% Mar 2024
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Graves-Light Private Wealth Management 113k $5.3M -1% Mar 2024
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Hanson McClain Advisors 109k $5.1M -2% Mar 2024
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Pioneer Wealth Management Group 109k $5.1M 100% Mar 2024
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Pure Financial Advisors 105k $4.9M 1% Mar 2024
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Family Wealth Partners 103k $4.9M 65% Mar 2024
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Awm Capital 103k $4.9M 6% Mar 2024
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Chicago Partners Investment 100k $4.7M 21% Mar 2024
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Bay Harbor Wealth Management 99k $4.6M 15% Mar 2024
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Straight Path Wealth Management 97k $4.6M 14% Mar 2024
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Wealth Enhancement Advisory Services 96k $4.5M 14% Mar 2024
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CPA Asset Management 95k $4.5M 17% Mar 2024
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FirstPurpose Wealth 95k $4.4M 10% Mar 2024
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Gradient Capital Advisors 92k $4.3M 21% Mar 2024
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IFP Advisors 81k $3.8M 155% Dec 2023
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Lakeridge Wealth Management 72k $3.4M 100% Mar 2024
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Branch Banking & Trust Company 71k $3.3M 24% Mar 2024
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Steward Partners Investment Advisory 71k $3.3M 100% Mar 2024
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Henrickson Nauta Wealth Advisors 69k $3.3M 5% Mar 2024
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Acorn Wealth Advisors 67k $3.1M 15% Mar 2024
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Mercer Global Advisors 63k $3.0M -21% Mar 2024
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Private Advisor 61k $2.9M 27% Mar 2024
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Royal Bank of Canada 59k $2.8M 13% Mar 2024
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SageView Advisory Group 59k $2.8M 1% Mar 2024
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Apollon Wealth Management 59k $2.8M 29% Mar 2024
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Hemington Wealth Management 58k $2.7M 100% Mar 2024
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Northwest Wealth Management 56k $2.6M 416% Mar 2024
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LifePro Asset Management 55k $2.6M 100% Mar 2024
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Maryland Capital Advisors 55k $2.6M 0% Mar 2024
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Integrated Wealth Concepts 53k $2.5M 22% Mar 2024
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Essential Planning 53k $2.5M 25% Mar 2024
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Hutchens & Kramer Investment Management Group 51k $2.4M -2% Mar 2024
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Beacon Pointe Advisors 51k $2.4M 45% Dec 2023
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Pine Harbor Wealth Management 50k $2.4M 72% Mar 2024
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Planning Center 49k $2.3M 0% Mar 2024
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Envestnet Portfolio Solutions 48k $2.2M 0% Mar 2024
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Shira Ridge Wealth Management 47k $2.2M -6% Mar 2024
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Wealthsource Partners 45k $2.1M 13% Dec 2023
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Cambridge Investment Research Advisors 43k $2.0M 15% Mar 2024
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Farther Finance Advisors 43k $2.0M 52% Mar 2024
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Arcadia Wealth Management 42k $2.0M 6% Mar 2024
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PFG Advisors 41k $1.9M 0% Mar 2024
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Lincoln National 41k $1.9M 3% Mar 2024
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Meredith Wealth Planning 41k $1.9M 24% Mar 2024
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Orion Portfolio Solutions 41k $1.9M -33% Mar 2024
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Sutton Place Investors 39k $1.8M 38% Mar 2024
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EverSource Wealth Advisors 38k $1.8M 0% Mar 2024
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Disciplined Investments 37k $1.7M 26% Mar 2024
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Parker Financial 36k $1.7M 46% Mar 2024
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Bridge Advisory 35k $1.7M -13% Mar 2024
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Citadel Advisors 34k $1.6M 100% Mar 2024
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Applied Capital 34k $1.6M -5% Mar 2024
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Foster Group 33k $1.5M 0% Mar 2024
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Flow Traders US 33k $1.5M 100% Mar 2024
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Samalin Investment Counsel 31k $1.4M -22% Mar 2024
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Pathstone Holdings 30k $1.4M 10% Mar 2024
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Shore Point Advisors 29k $1.4M 10% Mar 2024
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Five Oceans Advisors 29k $1.4M 0% Mar 2024
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TCP Asset Management 28k $1.3M 9% Mar 2024
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Safeguard Investment Advisory Group 27k $1.3M 0% Dec 2023
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PBMares Wealth Management 27k $1.3M 29% Mar 2024
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BOS Asset Management 27k $1.2M 166% Mar 2024
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Annapolis Financial Services 26k $1.2M -89% Mar 2024
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Morris Financial Concepts 25k $1.2M 5% Mar 2024
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American Investment Services 24k $1.1M 34% Mar 2024
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Quarry Hill Advisors 24k $1.1M 3% Mar 2024
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Simplicity Wealth 23k $1.1M 100% Mar 2024
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Index Fund Advisors 22k $1.0M 1% Mar 2024
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Jpmorgan Chase & Co 21k $986k 50% Mar 2024
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Cetera Investment Advisers 20k $950k 100% Mar 2024
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Narus Financial Partners 20k $930k 185% Mar 2024
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Elevate Wealth Advisory 20k $917k -7% Mar 2024
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Kestra Advisory Services 18k $867k 85% Dec 2023
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USAdvisors Wealth Management 18k $866k 52% Mar 2024
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Forthright Family Wealth Advisory 17k $819k 18% Mar 2024
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Raymond James Financial Services Advisors 17k $805k 56% Mar 2024
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Claris Advisors, Llc / Mo / 15k $686k 77% Mar 2024
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Nwam 14k $658k 3% Mar 2024
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Atria Wealth Solutions 14k $656k -4% Mar 2024
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Jackson Thornton Asset Management 14k $653k 180% Mar 2024
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Firethorn Wealth Partners 14k $652k -14% Mar 2024
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Spinnaker Investment Group 13k $603k 4% Mar 2024
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Rehmann Capital Advisory 13k $590k 38% Mar 2024
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Eclectic Associates 12k $578k 18% Mar 2024
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Glass Jacobson Investment Advisors 12k $571k 10% Mar 2024
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Blossom Wealth Management 12k $571k 2% Mar 2024
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Delap Wealth Advisory 12k $558k 100% Dec 2023
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Dopkins Wealth Management 12k $551k 100% Mar 2024
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Drive Wealth Management 11k $533k 0% Mar 2024
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Modera Wealth Management 11k $533k 0% Mar 2024
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Austin Asset Management 11k $521k 10% Mar 2024
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Geometric Wealth Advisors 11k $512k 26% Mar 2024
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Advisor Group Holdings 11k $502k -76% Mar 2024
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Hartline Investment Corporation 11k $501k 100% Mar 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 11k $501k 9% Mar 2024
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Collective Family Office 8.5k $402k -38% Mar 2024
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Townsquare Capital 6.6k $308k -63% Mar 2024
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AE Wealth Management 5.0k $180k -97% Mar 2024
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Sequoia Financial Advisors Dec 2023 138k $6.5M
Great Point Wealth Advisors Dec 2023 110k $5.2M
Valley Forge Investment Consultants Inc Adv Dec 2023 28k $1.3M
Susquehanna International Sep 2023 16k $735k