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
Index Fund Advisors 6.0M $288M 0% Jun 2023
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Plan 5.5M $266M -1% Jun 2023
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Buckingham Asset Management 5.3M $253M -1% Jun 2023
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Envestnet Asset Management 4.4M $212M -1% Jun 2023
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Mercer Global Advisors 3.5M $169M -2% Jun 2023
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Ml & R Wealth Management 2.3M $112M -1% Jun 2023
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TCI Wealth Advisors 2.3M $108M 0% Jun 2023
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EP Wealth Advisors 1.8M $1.6M 0% Jun 2023
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CI Private Wealth 1.7M $84M 1% Jun 2023
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Creative Planning 1.7M $84M -1% Jun 2023
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Sequoia Financial Advisors 1.7M $80M 1% Jun 2023
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G2 Capital Management, Llc / Oh 1.6M $79M 7% Jun 2023
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Forum Financial Management 1.4M $70M 1% Jun 2023
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JFS Wealth Advisors 1.4M $69M -2% Jun 2023
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Relaxing Retirement Coach 1.3M $64M 4% Jun 2023
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Great Waters Wealth Management 1.3M $62M 12% Jun 2023
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Assetmark 1.2M $59M 5% Jun 2023
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Modera Wealth Management 1.2M $59M -1% Jun 2023
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Foster Group 1.2M $58M -2% Jun 2023
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Raymond James Financial Services Advisors 1.1M $55M -1% Jun 2023
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Flagstone Financial Management 1.1M $55M 4% Jun 2023
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Rsm Us Wealth Management 1.1M $54M -4% Jun 2023
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LPL Financial 1.1M $53M 3% Jun 2023
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Austin Asset Management 1.0M $50M 12% Jun 2023
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Commonwealth Equity Services 1.0M $49M 5% Jun 2023
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Mariner Wealth Advisors 984k $47M 1% Jun 2023
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Evanson Asset Management 952k $46M -1% Jun 2023
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Colony Family Offices 937k $45M -8% Jun 2023
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Zhang Financial 888k $43M 37% Jun 2023
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Heritage Wealth Management, Inc./Texas 828k $40M 2% Jun 2023
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Monticello Wealth Management 792k $38M 7% Jun 2023
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Branch Banking & Trust Company 786k $38M 3% Jun 2023
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McLean Asset Management Corp 705k $34M 0% Jun 2023
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Apella Capital 691k $33M 61% Jun 2023
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Wealthstream Advisors 690k $33M 0% Jun 2023
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 655k $32M -6% Jun 2023
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American Investment Services 646k $31M -2% Jun 2023
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AE Wealth Management 631k $30M -1% Jun 2023
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Chicago Partners Investment 587k $29M -1% Jun 2023
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Sax Wealth Advisors 566k $27M 5% Jun 2023
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Retirement Solution 564k $27M -1% Jun 2023
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Root Financial Partners 532k $26M 24% Jun 2023
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Heritage Investment Group 515k $25M 0% Jun 2023
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Dixon Fnancial Services 493k $24M -1% Jun 2023
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Jpmorgan Chase & Co 477k $23M 46% Jun 2023
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KM Capital Management 466k $22M 12% Jun 2023
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Disciplined Equity Management 458k $22M 0% Jun 2023
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Private Capital Management 447k $22M 17% Jun 2023
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Hurlow Wealth Management Group 446k $22M 1% Jun 2023
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Willow Creek Wealth Management 423k $20M 5% Jun 2023
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HighTower Advisors 423k $20M 1% Jun 2023
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Cetera Investment Advisers 418k $20M 2% Jun 2023
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Buckingham Strategic Partners 407k $20M 19% Jun 2023
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Royal Bank of Canada 402k $19M 20% Jun 2023
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Equitable Holdings 399k $19M 6% Jun 2023
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Rs Crum 365k $18M 13% Jun 2023
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Avestar Capital 360k $17M 2113% Jun 2023
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Intelligence Driven Advisers 341k $16M -2% Jun 2023
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Mml Investors Services 339k $16M 20% Jun 2023
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Jackson Thornton Asset Management 337k $16M 0% Jun 2023
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Private Advisor 334k $16M 31% Jun 2023
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Cardiff Park Advisors 333k $16M 1% Jun 2023
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Symmetry Partner 320k $15M 0% Jun 2023
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Kestra Advisory Services 318k $15M 6% Jun 2023
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TCP Asset Management 318k $15M 27% Jun 2023
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Bank of America Corporation 303k $15M 65% Jun 2023
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Larson Financial Group 295k $14M -1% Jun 2023
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Vista Wealth Management Group 281k $14M -2% Jun 2023
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Beacon Pointe Advisors 278k $13M -10% Jun 2023
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Ruedi Wealth Management 264k $13M -2% Jun 2023
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Mutual Advisors 261k $13M 57% Jun 2023
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Keb Asset Management 255k $12M -1% Jun 2023
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Spire Wealth Management 251k $12M 0% Jun 2023
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Sowell Financial Services 251k $12M 75% Jun 2023
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Dynamic Advisors Solutions 241k $12M 25% Jun 2023
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PBMares Wealth Management 238k $12M -8% Jun 2023
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CarsonAllaria Wealth Management 237k $11M 8% Jun 2023
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Advisor Group Holdings 234k $11M 17% Jun 2023
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Awm Capital 232k $11M -1% Jun 2023
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Claris Advisors, Llc / Mo / 225k $11M 0% Jun 2023
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Meritas Wealth Management 224k $11M -1% Jun 2023
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Crown Wealth Group 222k $11M 100% Jun 2023
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SC&H Financial Advisors 217k $11M 5% Jun 2023
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Investmark Advisory Group 213k $10M 5% Jun 2023
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Stratos Wealth Partners 207k $10M 5% Jun 2023
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Asset Dedication 192k $9.2M 29% Jun 2023
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Security Financial Services 192k $9.2M 0% Jun 2023
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Alpha Financial Advisors 189k $9.1M 0% Jun 2023
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Captrust Financial Advisors 187k $9.0M 12% Jun 2023
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Hemington Wealth Management 185k $8.9M -3% Jun 2023
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Tillman Hartley 181k $8.7M 2% Jun 2023
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Cresset Asset Management 178k $8.6M 2% Jun 2023
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Treynor Bancshares 175k $8.4M 0% Jun 2023
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GEM Asset Management 174k $8.4M 2% Jun 2023
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Rehmann Capital Advisory 162k $7.8M -1% Jun 2023
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Hill Investment Group Partners 162k $7.8M -1% Jun 2023
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Consolidated Planning Corp 159k $7.7M -1% Jun 2023
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OLIO Financial Planning 151k $7.3M 15% Jun 2023
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Rf&l Wealth Management 149k $7.2M -2% Jun 2023
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Capital Performance Advisors 146k $7.0M 1% Jun 2023
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UBS Group 131k $6.3M 7% Jun 2023
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SNS Financial 128k $6.2M -1% Jun 2023
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ProVise Management Group 126k $6.1M 0% Jun 2023
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United Capital Financial Advisers 122k $5.9M -9% Jun 2023
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Stifel Financial 121k $5.8M -2% Jun 2023
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3D/L Capital Management 121k $5.8M -4% Jun 2023
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Bayshore Asset Management 118k $5.8M -1% Jun 2023
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Savant Capital Management 115k $5.5M -1% Jun 2023
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HB Wealth Management 115k $5.5M 0% Jun 2023
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Raymond James & Associates 113k $5.4M -3% Jun 2023
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Quantum Financial Advisors 110k $5.3M 0% Jun 2023
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Northwestern Mutual Wealth Management Company 109k $5.2M -2% Jun 2023
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Legacy Financial Group 106k $5.1M 3% Jun 2023
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PFG Advisors 106k $5.1M 33% Jun 2023
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Kraft Asset Management 104k $5.0M -1% Jun 2023
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Cambridge Investment Research Advisors 99k $4.8M 19% Jun 2023
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Mission Wealth Management 94k $4.5M 4% Jun 2023
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Dopkins Wealth Management 94k $4.5M 0% Jun 2023
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HPM Partners 94k $4.5M -1% Jun 2023
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Wilbanks Smith & Thomas Asset Management 93k $4.5M 0% Jun 2023
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Gemmer Asset Management 93k $4.5M -1% Jun 2023
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Morgan Stanley 93k $4.5M 16% Jun 2023
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EverSource Wealth Advisors 91k $4.4M 0% Jun 2023
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Fund Evaluation Group 84k $4.0M 0% Jun 2023
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Sand Hill Advisors 77k $3.7M 0% Jun 2023
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First Republic Investment Management 76k $3.7M -9% Jun 2023
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IFG Advisory 73k $3.5M 4% Jun 2023
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LVZ Advisors 71k $3.4M 13% Jun 2023
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Advisory Services Network 71k $3.4M -1% Jun 2023
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CFS Investment Advisory Services 68k $3.3M 15% Jun 2023
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Bridgewater Advisors 68k $3.2M -1% Jun 2023
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Websterrogers Financial Advisors 66k $3.2M -5% Jun 2023
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True Wealth Design 65k $3.2M 0% Jun 2023
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Robertson Stephens Wealth Management 64k $3.1M 0% Jun 2023
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Rain Capital Management 64k $3.1M 0% Jun 2023
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Brainard Capital Management 64k $2.9M 2% Mar 2023
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Hardy Reed 64k $3.1M 0% Jun 2023
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Colony Group 64k $3.1M 8% Jun 2023
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Drive Wealth Management 63k $3.0M -35% Jun 2023
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Andrews, Lucia Wealth Management 60k $2.9M 3% Jun 2023
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Brown Advisory Holdings Incorporated 60k $2.9M -1% Jun 2023
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HTG Investment Advisors 60k $2.9M 0% Jun 2023
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management 60k $2.9M -1% Jun 2023
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Moisand Fitzgerald Tamayo 60k $2.9M -2% Jun 2023
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Integrated Wealth Concepts 58k $2.8M -9% Jun 2023
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AdvisorNet Financial 57k $2.7M -5% Jun 2023
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CWA Asset Management 57k $2.7M 0% Jun 2023
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Pinnacle Wealth Planning Services 56k $2.7M -19% Jun 2023
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Lgl Partners 56k $2.7M 0% Jun 2023
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Capital Financial Planning 56k $2.7M 0% Jun 2023
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Safeguard Investment Advisory Group 47k $2.3M -16% Jun 2023
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Strategic Investment Solutions 30k $1.4M -80% Jun 2023
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Helen Stephens Group 18k $859k -70% Jun 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Warwick Investment Management Mar 2023 319k $14M
Summit Wealth Group Mar 2023 140k $3.0k