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
Alaska Permanent Fund Corp 7.9M $229M 18% Dec 2023
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JMG Financial Group 4.4M $127M -5% Dec 2023
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Strategic Investment Solutions 3.6M $93M 6538% Sep 2023
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EP Wealth Advisors 2.4M $61M 64155% Sep 2023
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Savant Capital Management 2.3M $66M 52% Dec 2023
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CI Private Wealth 1.9M $56M 12% Dec 2023
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Modera Wealth Management 1.9M $55M 39% Dec 2023
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Comprehensive Portfolio Management 1.9M $55M 3% Dec 2023
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DiNuzzo Private Wealth 1.2M $36M 100% Dec 2023
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Cable Hill Partners 1.1M $31M 11% Dec 2023
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Pathstone Family Office 1.1M $27M 7% Sep 2023
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Arista Wealth Management 1.1M $31M 16% Dec 2023
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Pathstone Holdings 1.0M $30M 100% Dec 2023
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Index Fund Advisors 985k $25M 16% Sep 2023
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Stordahl Capital Management 796k $23M 4% Dec 2023
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Jackson Thornton Asset Management 768k $22M 19% Dec 2023
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Commonwealth Equity Services 741k $22M 0% Dec 2023
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Truepoint 729k $21M 6% Dec 2023
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Alpha Financial Advisors 705k $21M 9% Dec 2023
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Mosaic Family Wealth Partners 697k $20M -5% Dec 2023
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Seaside Wealth Management 655k $19M -5% Dec 2023
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Buckingham Asset Management 645k $19M 155% Dec 2023
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AE Wealth Management 641k $18M 4% Dec 2023
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Retirement Solution 634k $19M 3% Dec 2023
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Vestmark Advisory Solutions 625k $18M 16% Dec 2023
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LPL Financial 612k $16M 3% Sep 2023
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BetterWealth 590k $17M 0% Dec 2023
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Bridgeworth 569k $17M 13% Dec 2023
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Evanson Asset Management 562k $16M 21% Dec 2023
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Hassell Wealth Management 544k $16M 0% Dec 2023
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Integris Wealth Management 535k $16M 8% Dec 2023
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Private Wealth Management Group 530k $15M 100% Dec 2023
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Safeguard Investment Advisory Group 519k $15M 10% Dec 2023
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Geneos Wealth Management 503k $15M -1% Dec 2023
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Jentner 496k $15M 225% Dec 2023
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Bank Of Montreal 480k $14M 26% Dec 2023
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Raymond James Financial Services Advisors 479k $14M 100% Dec 2023
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Waterway Wealth Management 471k $14M 100% Dec 2023
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Root Financial Partners 455k $13M 41% Dec 2023
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Vance Wealth 438k $13M -2% Dec 2023
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Chicago Partners Investment 431k $10M 17% Sep 2023
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Burns Wealth Management 394k $10M 19% Sep 2023
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HPM Partners 393k $11M 42% Dec 2023
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HighTower Advisors 381k $11M -2% Dec 2023
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Zhang Financial 377k $11M 31% Dec 2023
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Grunden Financial Advisory 375k $11M 100% Dec 2023
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Creative Planning 373k $11M 189% Dec 2023
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Wealth Enhancement Advisory Services 362k $11M 8% Dec 2023
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Leading Edge Financial Planning 349k $8.8M 7% Sep 2023
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Bank of America Corporation 347k $10M 52% Dec 2023
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3D/L Capital Management 338k $8.6M -8% Sep 2023
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Oceanside Advisors 332k $9.7M 100% Dec 2023
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Krilogy Financial 331k $9.6M 6% Dec 2023
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Advisor Group Holdings 324k $9.4M -31% Dec 2023
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Gail Mannix 301k $8.8M -6% Dec 2023
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Pinnacle Wealth Management Advisory 301k $8.8M -5% Dec 2023
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Hill Investment Group Partners 288k $8.4M 7% Dec 2023
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Total Wealth Planning 280k $8.1M 9% Dec 2023
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Equita Financial Network 277k $8.1M 4% Dec 2023
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Rather & Kittrell 274k $8.0M 22% Dec 2023
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Goss Wealth Management 244k $6.2M 31% Sep 2023
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Financial Architects 244k $7.1M 100% Dec 2023
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Ballentine Capital Advisors 235k $6.6M 100% Dec 2023
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RCS Financial Planning 234k $6.8M 1% Dec 2023
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Jpmorgan Chase & Co 233k $6.8M 1% Dec 2023
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Wealth Dimensions Group 221k $6.4M 23% Dec 2023
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Cahill Wealth Management 219k $6.4M 11% Dec 2023
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Mariner Wealth Advisors 214k $6.2M 24% Dec 2023
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Diversified Portfolios 212k $6.2M 66% Dec 2023
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Relative Value Partners 197k $5.7M 48% Dec 2023
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Aveo Capital Partners 194k $5.7M -14% Dec 2023
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Advisory Services & Investments 194k $4.9M 3% Sep 2023
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Krasney Financial 193k $5.6M 0% Dec 2023
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Beacon Pointe Advisors 184k $5.4M 1% Dec 2023
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Physician Wealth Solutions 178k $5.2M 100% Dec 2023
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Buckingham Strategic Partners 174k $5.1M 205% Dec 2023
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Phillips Financial Management 169k $4.9M 4% Dec 2023
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Jane Street 164k $4.8M 100% Dec 2023
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Tobias Financial Advisors 152k $3.8M 100% Sep 2023
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McIlrath & Eck 145k $4.2M 121% Dec 2023
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Sterling Financial Planning 142k $4.1M 9% Dec 2023
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Advisory Alpha 139k $4.1M 1% Dec 2023
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Envestnet Asset Management 139k $3.5M -5% Sep 2023
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Annapolis Financial Services 134k $3.9M 102% Dec 2023
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True Wealth Design 123k $3.6M 5% Dec 2023
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Peapack Gladstone Financial Corp 123k $3.1M 43% Sep 2023
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Wealthsource Partners 113k $3.3M 9% Dec 2023
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Keb Asset Management 112k $3.3M -16% Dec 2023
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American Investment Services 109k $3.2M 38% Dec 2023
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Stifel Financial 106k $3.1M 15% Dec 2023
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Cravens & Co Advisors 101k $2.9M -1% Dec 2023
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PBMares Wealth Management 98k $2.8M 115% Dec 2023
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Schoolcraft Capital 95k $2.8M 77% Dec 2023
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Lincoln National 95k $2.8M 5% Dec 2023
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Lam Group 92k $2.7M -8% Dec 2023
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Royal Bank of Canada 92k $2.7M 49% Dec 2023
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H D Vest Advisory Services 87k $2.5M 811% Dec 2023
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Aviance Capital Partners 86k $2.5M 3% Dec 2023
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Kestra Advisory Services 84k $2.4M 53% Dec 2023
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Trust Co of the South 81k $2.4M 100% Dec 2023
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LJI Wealth Management 81k $2.1M -95% Sep 2023
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SC&H Financial Advisors 80k $2.3M -5% Dec 2023
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Discipline Wealth Solutions 80k $2.3M 100% Dec 2023
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Advisor Partners Ii 79k $2.0M 0% Sep 2023
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Balyasny Asset Management 78k $2.3M 100% Dec 2023
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Soundmark Wealth Management 77k $2.2M 20% Dec 2023
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SNS Financial 76k $2.2M -3% Dec 2023
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Evensky & Katz 74k $2.2M 7% Dec 2023
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Nalls Sherbakoff Group 72k $1.8M 9% Sep 2023
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Financial Symmetry 67k $1.9M 100% Dec 2023
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Two Sigma Investments 66k $1.9M -12% Dec 2023
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Melfa Wealth Management 64k $1.9M 115% Dec 2023
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Hanson McClain Advisors 64k $1.9M 100% Dec 2023
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Lantz Financial 61k $1.8M 100% Dec 2023
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Moisand Fitzgerald Tamayo 61k $1.8M 60% Dec 2023
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Branch Banking & Trust Company 59k $1.7M 17% Dec 2023
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Corrigan Financial 58k $1.7M 20% Dec 2023
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SageView Advisory Group 57k $1.7M -1% Dec 2023
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Cambridge Investment Research Advisors 56k $1.6M -14% Dec 2023
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Farther Finance Advisors 56k $1.6M -2% Dec 2023
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Resources Investment Advisors 55k $1.4M 54% Sep 2023
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Gradient Capital Advisors 55k $1.6M -8% Dec 2023
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Dopkins Wealth Management 53k $1.5M 100% Dec 2023
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Collective Family Office 50k $1.4M 10% Dec 2023
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Pettinga Financial Advisors 49k $1.4M 30% Dec 2023
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Monograph Wealth Advisors 47k $1.4M 7% Dec 2023
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Fermata Advisors 46k $1.3M 32% Dec 2023
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Liberty Capital Management 46k $1.3M 4% Dec 2023
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Betterment 45k $1.3M 13% Dec 2023
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Roberts Glore & Co 44k $1.3M 7% Dec 2023
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Tortoise Investment Management 43k $1.2M 24% Dec 2023
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Eudaimonia Partners 42k $1.2M 100% Dec 2023
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Investmark Advisory Group 42k $1.1M 0% Sep 2023
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Ronald Blue Trust 41k $1.0M 41% Dec 2023
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Global Trust Asset Management 41k $1.2M -24% Dec 2023
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FineMark National Bank & Trust 39k $1.1M 100% Dec 2023
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W.H. Cornerstone Investments 39k $1.1M 100% Dec 2023
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Schubert & Co 38k $1.1M -1% Dec 2023
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Firethorn Wealth Partners 38k $1.1M 244% Dec 2023
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Legacy Financial Group 38k $964k 22% Sep 2023
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Wealthcare Advisory Partners 37k $1.1M 109% Dec 2023
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Meritas Wealth Management 37k $1.1M -4% Dec 2023
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Heirloom Wealth Management 37k $1.1M -5% Dec 2023
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Hutchens & Kramer Investment Management Group 36k $1.0M -9% Dec 2023
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Flow Traders US 35k $1.0M 74% Dec 2023
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Rehmann Capital Advisory 34k $868k 6% Sep 2023
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Fortis Capital Management 31k $900k 0% Dec 2023
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Aire Advisors 30k $866k 100% Dec 2023
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Advisor Resource Council 29k $836k 100% Dec 2023
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Ancora Advisors 28k $801k 104% Dec 2023
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Mendota Financial Group 25k $726k -28% Dec 2023
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Susquehanna International 22k $567k -62% Sep 2023
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CWM 6.9k $201k -85% Dec 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Cardiff Park Advisors Sep 2023 303k $7.7M
Garrett Investment Advisors Sep 2023 184k $4.7M
Merriman Wealth Management Jun 2023 120k $3.1M
Veritable Jun 2023 89k $2.3M
Citadel Advisors Sep 2023 34k $851k