Who owns DIMENSIONAL ETF TRUST?
- Ticker: DGCB
- CUSIP Number: 25434v567
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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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions | 1.4M | $80M | -47% | Sep 2025 |
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| Mach-1 Financial Group | 866k | $48M | 100% | Sep 2025 |
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| Envestnet Asset Management | 673k | $37M | 14% | Sep 2025 |
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| Integrity Alliance | 583k | $32M | 12% | Sep 2025 |
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| DiNuzzo Private Wealth | 327k | $18M | 0% | Sep 2025 |
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| RFG Advisory | 248k | $14M | 1% | Sep 2025 |
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| Goss Wealth Management | 238k | $13M | -12% | Sep 2025 |
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| Mattern Wealth Management | 233k | $13M | 6% | Sep 2025 |
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| Dravo Bay | 217k | $12M | 12% | Sep 2025 |
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| Commonwealth Equity Services | 208k | $12M | 0% | Sep 2025 |
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| Wealth Advisors Northwest | 195k | $11M | 19% | Sep 2025 |
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| Resources Investment Advisors | 181k | $10M | 1% | Sep 2025 |
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| Integrated Wealth Concepts | 160k | $8.9M | 100% | Sep 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 148k | $8.2M | 3% | Sep 2025 |
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| Betterment | 144k | $8.0M | 7% | Sep 2025 |
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| APS Management Group | 121k | $6.7M | 100% | Sep 2025 |
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| SageOak Financial | 120k | $6.7M | 6% | Sep 2025 |
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| Kestra Advisory Services | 110k | $6.1M | 46% | Sep 2025 |
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| Vantage Point Financial | 90k | $5.0M | 10% | Sep 2025 |
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| Kestra Investment Management | 82k | $4.6M | 328% | Sep 2025 |
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| Master's Wealth Management | 81k | $4.5M | 3% | Sep 2025 |
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| Park Avenue Securities | 71k | $3.9M | 20% | Sep 2025 |
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| CLS Investments | 65k | $3.6M | -1% | Sep 2025 |
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| Branch Banking & Trust Company | 64k | $3.5M | -2% | Sep 2025 |
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| Tcfg Wealth Management | 63k | $3.5M | 471% | Sep 2025 |
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| Hanson McClain Advisors | 59k | $3.3M | 100% | Sep 2025 |
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| Tru Independence Asset Management 2 | 56k | $3.1M | -6% | Sep 2025 |
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| Simplicity Wealth | 53k | $2.9M | 100% | Sep 2025 |
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| Meredith Wealth Planning | 50k | $2.8M | 28% | Sep 2025 |
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| Fundamentun | 47k | $2.6M | 156% | Sep 2025 |
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| Great Valley Advisor Group | 45k | $2.5M | 17% | Sep 2025 |
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| EverSource Wealth Advisors | 39k | $2.2M | 27% | Sep 2025 |
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| Advisor Group Holdings | 36k | $2.0M | 181% | Sep 2025 |
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| Austin Private Wealth | 36k | $2.0M | 11% | Sep 2025 |
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| Sowell Financial Services | 33k | $1.8M | 27% | Sep 2025 |
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| Farther Finance Advisors | 30k | $1.7M | 9% | Sep 2025 |
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| LPL Financial | 26k | $1.4M | 15% | Sep 2025 |
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| Two West Capital Advisors | 24k | $1.3M | 15% | Sep 2025 |
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| Foundations Investment Advisors | 24k | $1.3M | 100% | Sep 2025 |
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| Smartleaf Asset Management | 24k | $1.3M | 5% | Sep 2025 |
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| Copperleaf Capital | 24k | $1.3M | 30% | Sep 2025 |
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| Change Path | 21k | $1.2M | 27% | Sep 2025 |
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| Congress Wealth Management LLC / DE / | 20k | $1.1M | 3% | Jun 2025 |
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| Daner Wealth Management | 20k | $1.1M | -2% | Sep 2025 |
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| Porter White Investment Advisors | 19k | $1.1M | 105% | Sep 2025 |
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| Brookstone Capital Management | 18k | $1.0M | 19% | Sep 2025 |
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| GeoWealth Management | 16k | $869k | 66% | Sep 2025 |
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| Elwood & Goetz Wealth Advisory Group | 16k | $867k | 100% | Sep 2025 |
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| Firethorn Wealth Partners | 14k | $752k | -3% | Sep 2025 |
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| Old Mission Capital | 13k | $711k | 100% | Sep 2025 |
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| RCS Financial Planning | 13k | $695k | 5% | Sep 2025 |
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| Aspire Private Capital | 11k | $629k | -2% | Sep 2025 |
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| Ashton Thomas Private Wealth | 10k | $573k | -12% | Sep 2025 |
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| Werba Rubin Papier Wealth Management | 10k | $553k | 100% | Sep 2025 |
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| Savvy Advisors | 9.7k | $536k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 9.7k | $535k | -1% | Sep 2025 |
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| Strategic Investment Solutions | 9.1k | $507k | -4% | Sep 2025 |
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| Hershey Financial Advisers | 9.1k | $505k | 0% | Sep 2025 |
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| Triad Wealth Partners | 8.8k | $490k | 100% | Sep 2025 |
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| Silver Oak Securities | 8.6k | $476k | 3% | Sep 2025 |
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| Beacon Pointe Advisors | 8.5k | $474k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 8.5k | $469k | 10% | Sep 2025 |
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| AE Wealth Management | 8.0k | $442k | 235% | Sep 2025 |
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| Sei Investments | 7.4k | $408k | -18% | Sep 2025 |
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| Citadel Advisors | 7.3k | $403k | -29% | Sep 2025 |
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| USAdvisors Wealth Management | 6.6k | $365k | 0% | Sep 2025 |
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| AQR Capital Management | 6.5k | $363k | 100% | Sep 2025 |
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| Abel Hall | 6.5k | $360k | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 6.5k | $360k | 1% | Sep 2025 |
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| Clarity Capital Advisors | 6.4k | $357k | 0% | Sep 2025 |
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| Strategic Wealth Partners | 6.1k | $340k | 100% | Sep 2025 |
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| Buckingham Strategic Partners | 5.9k | $325k | 100% | Sep 2025 |
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| Geneos Wealth Management | 5.4k | $299k | 0% | Sep 2025 |
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| We Are One Seven | 4.9k | $271k | 100% | Sep 2025 |
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| Index Fund Advisors | 4.5k | $250k | 100% | Sep 2025 |
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| Wells Fargo & Company | 4.3k | $239k | 2855% | Sep 2025 |
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| Merit Financial Group | 4.3k | $236k | 0% | Sep 2025 |
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| Pathstone Holdings | 3.9k | $219k | 0% | Sep 2025 |
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| Mml Investors Services | 3.9k | $216k | 100% | Sep 2025 |
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| Selective Wealth Management | 3.7k | $204k | 100% | Sep 2025 |
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| Concord Wealth Partners | 3.2k | $177k | 0% | Sep 2025 |
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| Millstone Evans Group | 2.0k | $113k | -48% | Sep 2025 |
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| Brian McDonald | 1.5k | $86k | 0% | Sep 2025 |
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| Washington Trust Advisors | 1.3k | $74k | 100% | Sep 2025 |
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| Elevate Wealth Advisory | 1.1k | $62k | 18% | Sep 2025 |
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| IFP Advisors | 1.1k | $59k | -83% | Sep 2025 |
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| City State Bank | 1.0k | $56k | 100% | Sep 2025 |
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| CWM | 775.00 | $43k | 0% | Sep 2025 |
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| Assetmark | 351.00 | $20k | 126% | Sep 2025 |
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| Rialto Wealth Management | 242.00 | $13k | 100% | Sep 2025 |
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| Pinney & Scofield | 10.00 | $529.000000 | 0% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Thrivent Financial for Lutherans | Jun 2025 | 25k | $1.4M |
| Exchange Traded Concepts | Jun 2025 | 2.6k | $139k |
| Raymond James Financial | Jun 2025 | 2.0k | $111k |
| Jones Financial Companies, L.L | Jun 2025 | 1.9k | $101k |
| Skopos Labs | Jun 2025 | 1.7k | $90k |