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
Buckingham Asset Management 6.0M $313M 11% Dec 2023
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Plan 5.3M $272M -4% Dec 2023
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Mercer Global Advisors 3.7M $192M -1% Dec 2023
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Ml & R Wealth Management 2.3M $121M 1% Dec 2023
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TCI Wealth Advisors 2.3M $118M 0% Dec 2023
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Great Waters Wealth Management 1.8M $102M 7% Mar 2024
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Intelligence Driven Advisers 1.8M $93M 462% Dec 2023
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Creative Planning 1.7M $90M -1% Dec 2023
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CI Private Wealth 1.7M $86M -3% Dec 2023
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Sequoia Financial Advisors 1.6M $84M -1% Dec 2023
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G2 Capital Management, Llc / Oh 1.6M $84M -2% Dec 2023
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Savant Capital Management 1.5M $79M 9% Dec 2023
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Wealth Enhancement Advisory Services 1.4M $81M -1% Mar 2024
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JFS Wealth Advisors 1.4M $73M 0% Dec 2023
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Zhang Financial 1.4M $72M 22% Dec 2023
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Forum Financial Management 1.4M $72M -2% Dec 2023
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DiNuzzo Private Wealth 1.3M $68M 100% Dec 2023
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Assetmark 1.3M $66M 1% Dec 2023
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Flagstone Financial Management 1.3M $65M 3% Dec 2023
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Modera Wealth Management 1.2M $62M 0% Dec 2023
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Foster Group 1.1M $65M -4% Mar 2024
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Raymond James Financial Services Advisors 1.1M $56M -5% Dec 2023
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Austin Asset Management 1.0M $54M -2% Dec 2023
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Commonwealth Equity Services 1.0M $54M -2% Dec 2023
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Rsm Us Wealth Management 1.0M $53M -4% Dec 2023
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Mariner Wealth Advisors 975k $51M -3% Dec 2023
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Mason & Associates 962k $50M 145% Dec 2023
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Evanson Asset Management 958k $55M -1% Mar 2024
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Colony Family Offices 941k $49M 0% Dec 2023
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Root Financial Partners 867k $45M 31% Dec 2023
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Heritage Wealth Management, Inc./Texas 822k $43M 1% Dec 2023
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Branch Banking & Trust Company 811k $42M 0% Dec 2023
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Monticello Wealth Management 789k $41M -2% Dec 2023
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Sax Wealth Advisors 789k $41M 24% Dec 2023
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Royal Bank of Canada 785k $41M 115% Dec 2023
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McLean Asset Management Corp 684k $39M -1% Mar 2024
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Wealthstream Advisors 658k $34M -2% Dec 2023
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American Investment Services 655k $34M 0% Dec 2023
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Apella Capital 643k $36M -4% Mar 2024
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Jpmorgan Chase & Co 612k $32M 17% Dec 2023
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Chicago Partners Investment 596k $31M 2% Dec 2023
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Private Capital Management 578k $30M 16% Dec 2023
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AE Wealth Management 556k $29M -4% Dec 2023
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Bank of America Corporation 534k $28M 42% Dec 2023
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Kestra Advisory Services 527k $27M 2% Dec 2023
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Ark & Tlk Investments 526k $27M 100% Dec 2023
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Buckingham Strategic Partners 516k $27M -21% Dec 2023
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Heritage Investment Group 514k $27M 0% Dec 2023
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Retirement Solution 505k $26M -2% Dec 2023
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KM Capital Management 504k $26M 0% Dec 2023
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Disciplined Equity Management 484k $25M 7% Dec 2023
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Dixon Fnancial Services 479k $27M -1% Mar 2024
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Hurlow Wealth Management Group 463k $26M 1% Mar 2024
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Rs Crum 454k $24M 13% Dec 2023
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Dynamic Advisors Solutions 433k $25M 7% Mar 2024
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HighTower Advisors 412k $21M -2% Dec 2023
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Asset Dedication 395k $20M -16% Dec 2023
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Jackson Thornton Asset Management 365k $19M 9% Dec 2023
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Beacon Pointe Advisors 339k $18M 10% Dec 2023
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Cardiff Park Advisors 338k $18M 0% Dec 2023
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TCP Asset Management 328k $17M 5% Dec 2023
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Warwick Investment Management 321k $17M 1% Dec 2023
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Symmetry Partner 317k $17M -1% Dec 2023
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Private Advisor 314k $16M -22% Dec 2023
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Sowell Financial Services 313k $16M 8% Dec 2023
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Security Financial Services 313k $18M -1% Mar 2024
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Advisor Group Holdings 287k $15M -22% Dec 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 287k $15M -57% Dec 2023
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Larson Financial Group 286k $15M -2% Dec 2023
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Vista Wealth Management Group 281k $15M 0% Dec 2023
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Crown Wealth Group 279k $15M 7% Dec 2023
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Pine Harbor Wealth Management 273k $14M 100% Dec 2023
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Ruedi Wealth Management 267k $14M 2% Dec 2023
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Keb Asset Management 257k $13M 1% Dec 2023
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CarsonAllaria Wealth Management 257k $13M 4% Dec 2023
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Spire Wealth Management 248k $13M -1% Dec 2023
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SC&H Financial Advisors 237k $12M 5% Dec 2023
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PBMares Wealth Management 237k $12M 2% Dec 2023
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Avestar Capital 236k $12M -18% Dec 2023
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Claris Advisors, Llc / Mo / 230k $12M 2% Dec 2023
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Meritas Wealth Management 225k $12M -1% Dec 2023
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Stratos Wealth Partners 209k $11M 1% Dec 2023
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Awm Capital 206k $11M -3% Dec 2023
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Captrust Financial Advisors 206k $11M -3% Dec 2023
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OLIO Financial Planning 202k $11M -2% Mar 2024
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GEM Asset Management 195k $10M 1% Dec 2023
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Private Wealth Management Group 190k $9.9M 100% Dec 2023
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Alpha Financial Advisors 186k $9.6M -2% Dec 2023
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Tillman Hartley 177k $9.2M -1% Dec 2023
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Treynor Bancshares 174k $9.0M -1% Dec 2023
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Quadcap Wealth Management 173k $8.9M 100% Dec 2023
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Envision Financial Planning 170k $8.8M -2% Dec 2023
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Cedar Point Capital Partners 165k $8.6M 100% Dec 2023
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Mutual Advisors 165k $8.5M -52% Dec 2023
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Walden Wealth Partners 164k $8.5M 100% Dec 2023
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Consolidated Planning Corp 157k $8.1M 0% Dec 2023
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Capital Performance Advisors 157k $8.1M 8% Dec 2023
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Hill Investment Group Partners 157k $8.1M -2% Dec 2023
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Physician Wealth Solutions 155k $8.0M 100% Dec 2023
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Rf&l Wealth Management 148k $7.7M -2% Dec 2023
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UBS Group 147k $7.6M 11% Dec 2023
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Concord Wealth Partners 141k $7.3M 2032% Dec 2023
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PFG Advisors 127k $6.6M 11% Dec 2023
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ProVise Management Group 125k $6.5M -1% Dec 2023
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Stifel Financial 123k $6.4M 2% Dec 2023
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HB Wealth Management 121k $6.3M 10% Dec 2023
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Mission Wealth Management 117k $6.1M 22% Dec 2023
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Hemington Wealth Management 117k $6.1M 0% Dec 2023
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Fund Evaluation Group 117k $6.0M 39% Dec 2023
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Kraft Asset Management 114k $5.9M 12% Dec 2023
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Cambridge Investment Research Advisors 113k $5.8M 5% Dec 2023
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Sutton Place Investors 112k $5.8M 8% Dec 2023
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SNS Financial 111k $5.8M -8% Dec 2023
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Certified Advisory Corp 110k $5.7M 100% Dec 2023
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Jane Street 110k $5.7M 1394% Dec 2023
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Quantum Financial Advisors 110k $5.7M 0% Dec 2023
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Bayshore Asset Management 109k $5.7M -2% Dec 2023
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HPM Partners 105k $5.4M 157% Dec 2023
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Stonebrook Private 103k $5.3M 100% Dec 2023
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Pathstone Holdings 93k $4.8M 100% Dec 2023
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Dopkins Wealth Management 93k $4.8M 0% Dec 2023
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Wilbanks Smith & Thomas Asset Management 93k $4.8M 0% Dec 2023
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Independent Advisor Alliance 91k $4.7M 15% Dec 2023
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United Capital Financial Advisers 91k $4.7M -30% Dec 2023
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EverSource Wealth Advisors 91k $4.7M -1% Dec 2023
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Gemmer Asset Management 89k $4.6M 0% Dec 2023
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Apollon Wealth Management 86k $4.4M 3% Dec 2023
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Robertson Stephens Wealth Management 83k $4.3M 14% Dec 2023
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American Capital Advisory 79k $4.1M 100% Dec 2023
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Sand Hill Advisors 76k $3.9M 0% Dec 2023
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IFG Advisory 75k $3.9M 0% Dec 2023
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LVZ Advisors 73k $3.8M 3% Dec 2023
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Advisory Services Network 71k $3.7M 0% Dec 2023
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Bridgewater Advisors 66k $3.4M 0% Dec 2023
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Colony 64k $3.3M 100% Dec 2023
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Hardy Reed 64k $3.3M 0% Dec 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 62k $3.2M 5% Dec 2023
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Kavar Capital Partners Group 62k $3.2M 101% Dec 2023
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HTG Investment Advisors 60k $3.1M 0% Dec 2023
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Brown Advisory Holdings Incorporated 59k $3.1M 0% Dec 2023
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Raymond James & Associates 57k $3.0M 109% Dec 2023
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Pinnacle Wealth Planning Services 57k $2.9M 1% Dec 2023
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Warren Averett Asset Management 57k $2.9M 0% Dec 2023
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Tortoise Investment Management 57k $2.9M 0% Dec 2023
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Lgl Partners 56k $2.9M 0% Dec 2023
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Clarity Capital Advisors 56k $2.9M 100% Dec 2023
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Financial Council Asset Management 55k $2.9M 0% Dec 2023
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Investment Advisory Group 55k $2.8M 35% Dec 2023
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Ballentine Partners 55k $3.1M 0% Mar 2024
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Hanson McClain Advisors 54k $2.8M 13% Dec 2023
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Moisand Fitzgerald Tamayo 54k $2.8M -6% Dec 2023
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True Wealth Design 50k $2.6M -14% Dec 2023
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AdvisorNet Financial 8.3k $471k -85% Mar 2024
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