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
Prudential Financial 44M $3.1B -1% Mar 2026
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Colony 9.3M $664M 1% Mar 2026
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Maseco 7.5M $531M 0% Mar 2026
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Root Financial Partners 6.1M $434M 15% Mar 2026
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Index Fund Advisors 5.0M $351M 0% Mar 2026
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Vise Technologies 4.7M $352M 0% Mar 2026
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Plan 4.5M $330M -1% Mar 2026
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Sax Wealth Advisors 4.3M $301M 10% Jun 2026
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LPL Financial 3.7M $260M 2% Mar 2026
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Mercer Global Advisors 3.4M $241M 20% Mar 2026
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Creative Planning 3.4M $238M -2% Mar 2026
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TCI Wealth Advisors 3.3M $236M 5% Mar 2026
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Mariner Wealth Advisors 3.0M $212M 10% Mar 2026
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Great Waters Wealth Management 2.9M $241M 4% Jun 2026
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Buckingham Strategic Partners 2.5M $180M 9% Mar 2026
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Zhang Financial 2.5M $180M 5% Mar 2026
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G2 Capital Management, Llc / Oh 2.3M $165M 1% Mar 2026
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Apella Capital 2.2M $180M 1% Jun 2026
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Smartleaf Asset Management 1.9M $129M 21% Mar 2026
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Capital Performance Advisors 1.7M $120M 14% Mar 2026
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Bank of America Corporation 1.7M $120M 100% Mar 2026
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Commonwealth Equity Services 1.7M $117M 26% Mar 2026
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CI Private Wealth 1.7M $117M -3% Mar 2026
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Raymond James Financial 1.6M $111M 1% Mar 2026
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Flagstone Financial Management 1.5M $109M 3% Mar 2026
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Envestnet Asset Management 1.4M $99M 6% Mar 2026
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Royal Bank of Canada 1.4M $98M 100% Mar 2026
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JFS Wealth Advisors 1.3M $109M -2% Jun 2026
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Intelligence Driven Advisers 1.3M $91M -12% Mar 2026
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Sequoia Financial Advisors 1.3M $104M -2% Jun 2026
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Forum Financial Management 1.2M $83M -2% Mar 2026
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DiNuzzo Private Wealth 1.2M $96M -1% Jun 2026
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Colony Family Offices 1.2M $82M 2% Mar 2026
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Chicago Partners Investment 1.1M $86M 2% Mar 2026
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Modera Wealth Management 1.1M $77M -4% Mar 2026
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Foster Group 941k $77M -1% Jun 2026
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Evanson Asset Management 940k $67M -1% Mar 2026
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Austin Asset Management 937k $67M -1% Mar 2026
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Rsm Us Wealth Management 934k $66M 1% Mar 2026
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Elser Financial Planning 931k $66M 2077% Mar 2026
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Evanson Financial 930k $76M 100% Jun 2026
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Savant Capital Management 928k $66M -1% Mar 2026
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Captrust Financial Advisors 922k $65M -1% Mar 2026
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OLIO Financial Planning 897k $74M 2% Jun 2026
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Heritage Wealth Management, Inc./Texas 895k $63M 1% Mar 2026
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Tencap Wealth Coaching 842k $60M 100% Mar 2026
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Wealth Management Nebraska 835k $59M 7% Mar 2026
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Quadcap Wealth Management 827k $59M 6% Mar 2026
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Monticello Wealth Management 788k $56M 4% Mar 2026
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Helen Stephens Group 752k $53M 0% Mar 2026
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Kestra Advisory Services 749k $53M 22% Mar 2026
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Rs Crum 747k $53M 2% Mar 2026
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Beacon Pointe Advisors 723k $51M 14% Mar 2026
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HPM Partners 691k $49M 90% Mar 2026
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Branch Banking & Trust Company 689k $49M 2% Mar 2026
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Foundry Financial 673k $48M 100% Mar 2026
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Assetmark 673k $48M 6% Mar 2026
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Cetera Investment Advisers 661k $47M 40% Mar 2026
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Hurlow Wealth Management Group 658k $47M 6% Mar 2026
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Everest Management Corp. 645k $46M -8% Mar 2026
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Crown Wealth Group 645k $46M 1% Mar 2026
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Vermillion Wealth Management 643k $46M 4% Mar 2026
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McLean Asset Management Corp 643k $46M -1% Mar 2026
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Crusonia Wealth Advisors 635k $45M 7% Mar 2026
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Equitable Holdings 615k $46M 5% Mar 2026
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Farther Finance Advisors 592k $49M -23% Jun 2026
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Three Arch Wealth Management 576k $41M 100% Mar 2026
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Dynamic Advisors Solutions 567k $46M -2% Jun 2026
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Pine Harbor Wealth Management 561k $40M 4% Mar 2026
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HighTower Advisors 553k $39M -5% Mar 2026
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Graver Capital Management 538k $38M 6% Mar 2026
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Parkwoods Wealth Partners 524k $37M 3% Mar 2026
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Disciplined Equity Management 524k $37M -1% Mar 2026
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Greenspring Advisors 515k $37M -1% Mar 2026
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Eqis Capital Management 513k $36M -12% Mar 2026
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Heritage Investment Group 504k $36M 0% Mar 2026
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Guardian Wealth Management 497k $35M 100% Mar 2026
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Mason & Associates 494k $34M -3% Mar 2026
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TCP Asset Management 471k $33M 1% Mar 2026
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Owl Creek Wealth Partners 468k $33M 100% Mar 2026
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Jackson Thornton Asset Management 467k $35M 4% Mar 2026
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Mission Wealth Management 464k $33M 449% Mar 2026
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AG Asset Advisory 458k $33M 1% Mar 2026
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Ark & Tlk Investments 455k $32M -1% Mar 2026
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SC&H Financial Advisors 454k $32M 4% Mar 2026
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CWS Financial Advisors 443k $31M 1128% Mar 2026
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KM Capital Management 443k $36M -3% Mar 2026
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Mml Investors Services 436k $31M -8% Mar 2026
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Retirement Solution 432k $31M -7% Mar 2026
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Dixon Fnancial Services 431k $31M -1% Mar 2026
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Premier Financial Group 378k $27M 1% Mar 2026
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Investmark Advisory Group 361k $26M 0% Mar 2026
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AQR Capital Management 359k $26M 93% Mar 2026
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Royal Harbor Partners 359k $25M 22% Mar 2026
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Penserra Capital Management 358k $25M 100% Mar 2026
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SCBT Financial Corporation 357k $25M -8% Mar 2026
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One Capital Management 355k $25M 7245% Mar 2026
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Allodium Investment Consultants 345k $25M 3% Mar 2026
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Asset Dedication 333k $24M -52% Mar 2026
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Keb Asset Management 320k $23M 6% Mar 2026
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Sterling Wealth Advisors 317k $25M 0% Mar 2026
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Optimus Capital Advisors 311k $25M 1% Jun 2026
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Meritas Wealth Management 309k $22M 9% Mar 2026
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Claris Advisors, Llc / Mo / 308k $22M 6% Mar 2026
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Morgan Stanley 307k $22M -11% Mar 2026
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Babb Wealth Advisors 304k $22M 4% Mar 2026
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Trinity Financial Advisors 303k $25M 0% Jun 2026
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Resources Investment Advisors 301k $21M 5% Mar 2026
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Cambridge Investment Research Advisors 297k $21M 8% Mar 2026
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Cypress Point Wealth Management 292k $24M 7% Jun 2026
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Bernardo Wealth Planning 286k $20M 11% Mar 2026
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Advisor Group Holdings 284k $20M -1% Mar 2026
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CarsonAllaria Wealth Management 281k $20M -4% Mar 2026
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Mendota Financial Group 276k $23M 12% Jun 2026
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Pillar Financial Advisors 272k $19M 3% Mar 2026
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Ruedi Wealth Management 270k $19M 3% Mar 2026
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Hanson McClain Advisors 269k $19M 63% Mar 2026
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American Capital Advisory 267k $19M 14% Mar 2026
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Kestra Investment Management 253k $18M 94% Mar 2026
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Security Financial Services 250k $18M -3% Mar 2026
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Spire Wealth Management 248k $18M -1% Mar 2026
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Cardiff Park Advisors 245k $17M -15% Mar 2026
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Strategic Investment Solutions 240k $20M -1% Jun 2026
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Legacy Financial Group 234k $17M 3% Mar 2026
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GEM Asset Management 233k $17M 13% Mar 2026
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PFG Advisors 233k $19M 1% Jun 2026
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Quantinno Capital Management 231k $16M 23% Mar 2026
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Stratos Wealth Partners 225k $16M 0% Mar 2026
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UBS Group 224k $16M -9% Mar 2026
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Warburton Capital Management 221k $16M 91% Mar 2026
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Larson Financial Group 220k $16M -3% Mar 2026
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Tassel Capital Management 216k $15M -1% Mar 2026
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KPP Advisory Services 213k $15M 8% Mar 2026
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Capstone Wealth Management 212k $15M 5% Mar 2026
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Certified Advisory Corp 209k $17M 6% Jun 2026
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Stifel Financial 203k $14M 6% Mar 2026
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Investment Advisory Group 201k $14M 9% Mar 2026
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Professional Financial Solutions 199k $14M 4% Mar 2026
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Aptus Capital Advisors 196k $14M 8% Mar 2026
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Betterment 192k $14M 2% Mar 2026
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Jones Financial Companies, L.L 190k $13M 5% Mar 2026
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HB Wealth Management 189k $13M 0% Mar 2026
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Kraft, Davis & Associates 185k $15M 1% Jun 2026
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Northwest Wealth Management 181k $13M -2% Mar 2026
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Concord Wealth Partners 176k $13M 0% Mar 2026
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Private Wealth Management Group 176k $12M -5% Mar 2026
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Sontag Advisory 175k $12M 0% Mar 2026
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American Investment Services 173k $12M 7% Mar 2026
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Sutton Place Investors 172k $12M 1% Mar 2026
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Indivisible Partners 171k $12M 100% Mar 2026
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Awm Capital 167k $12M -3% Mar 2026
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Warwick Investment Management 159k $11M -38% Mar 2026
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Wealthcare Advisory Partners 70k $5.7M -70% Jun 2026
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SRS Capital Advisors 55k $3.9M -85% Mar 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 1.6M $119M
McMill Wealth Management Dec 2025 273k $20M
Axxcess Wealth Management Dec 2025 195k $14M