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 | 1.5M | $83M | 0% | Mar 2026 |
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| Integrity Advisory Solutions | 1.2M | $64M | 16% | Mar 2026 |
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| Bank of America Corporation | 866k | $47M | 100% | Mar 2026 |
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| Integrity Alliance | 843k | $46M | 7% | Mar 2026 |
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| Envestnet Asset Management | 657k | $36M | -10% | Mar 2026 |
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| Three Arch Wealth Management | 560k | $30M | 100% | Mar 2026 |
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| Tencap Wealth Coaching | 440k | $24M | 100% | Mar 2026 |
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| DiNuzzo Private Wealth | 325k | $18M | -1% | Mar 2026 |
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| AA Financial Advisors | 316k | $17M | 100% | Mar 2026 |
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| Ubs Global Asset Management Americas | 316k | $17M | 100% | Mar 2026 |
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| Resources Investment Advisors | 309k | $17M | 14% | Mar 2026 |
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| Wealth Advisors Northwest | 281k | $15M | 25% | Mar 2026 |
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| RFG Advisory | 272k | $15M | 5% | Mar 2026 |
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| Dravo Bay | 267k | $15M | 11% | Mar 2026 |
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| Mattern Wealth Management | 266k | $14M | 7% | Mar 2026 |
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| Commonwealth Equity Services | 222k | $12M | 6% | Mar 2026 |
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| Goss Wealth Management | 188k | $10M | 1% | Mar 2026 |
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| Integrated Wealth Concepts | 169k | $9.2M | 2% | Mar 2026 |
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| Betterment | 164k | $8.9M | 14% | Dec 2025 |
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| E-Wealth Partners | 149k | $8.1M | 100% | Dec 2025 |
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| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 141k | $7.6M | 9% | Mar 2026 |
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| Dynamic Advisors Solutions | 138k | $7.5M | 9% | Mar 2026 |
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| APS Management Group | 133k | $7.2M | 2% | Mar 2026 |
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| SageOak Financial | 131k | $7.1M | 5% | Mar 2026 |
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| Hanson McClain Advisors | 125k | $6.8M | 112% | Dec 2025 |
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| Kestra Advisory Services | 118k | $6.4M | 7% | Mar 2026 |
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| Vantage Point Financial | 101k | $5.5M | 5% | Mar 2026 |
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| Park Avenue Securities | 100k | $5.4M | 100% | Mar 2026 |
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| CSP Financial Group | 96k | $5.2M | 100% | Mar 2026 |
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| Farther Finance Advisors | 92k | $5.0M | 159% | Mar 2026 |
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| CLS Investments | 79k | $4.3M | 8% | Mar 2026 |
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| Cogent Private Wealth | 78k | $4.2M | 64% | Mar 2026 |
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| Branch Banking & Trust Company | 68k | $3.7M | 9% | Mar 2026 |
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| Citigroup | 66k | $3.5M | 100% | Mar 2026 |
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| Index Fund Advisors | 62k | $3.3M | 146% | Mar 2026 |
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| Foundations Investment Advisors | 55k | $3.0M | 43% | Mar 2026 |
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| Tru Independence Asset Management 2 | 54k | $2.9M | 6% | Mar 2026 |
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| LPL Financial | 51k | $2.8M | 18% | Mar 2026 |
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| Tcfg Wealth Management | 49k | $2.7M | -1% | Mar 2026 |
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| TCFG Investment Advisors | 49k | $2.7M | 100% | Mar 2026 |
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| Fundamentun | 47k | $2.5M | 0% | Mar 2026 |
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| Heffernan Advisory | 47k | $2.5M | 100% | Mar 2026 |
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| Cambridge Investment Research Advisors | 46k | $2.5M | 261% | Mar 2026 |
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| Advisor Group Holdings | 43k | $2.4M | 21% | Dec 2025 |
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| HPM Partners | 43k | $2.3M | 100% | Mar 2026 |
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| Meredith Wealth Planning | 43k | $2.3M | -8% | Mar 2026 |
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| Austin Private Wealth | 42k | $2.3M | 17% | Dec 2025 |
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| Sowell Financial Services | 40k | $2.2M | 5% | Mar 2026 |
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| Great Valley Advisor Group | 35k | $1.9M | 15% | Mar 2026 |
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| EverSource Wealth Advisors | 35k | $1.9M | -11% | Mar 2026 |
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| Smartleaf Asset Management | 34k | $1.8M | 23% | Mar 2026 |
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| GeoWealth Management | 34k | $1.8M | 103% | Mar 2026 |
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| Simplicity Wealth | 32k | $1.7M | 7% | Mar 2026 |
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| PFG Advisors | 31k | $1.7M | 12% | Mar 2026 |
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| Two West Capital Advisors | 31k | $1.7M | 8% | Mar 2026 |
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| Citadel Advisors | 28k | $1.5M | 185% | Mar 2026 |
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| Excelsior Advisor Network | 25k | $1.4M | 100% | Mar 2026 |
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| Cypress Financial Planning | 25k | $1.3M | 4% | Mar 2026 |
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| Porter White Investment Advisors | 24k | $1.3M | 8% | Mar 2026 |
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| Brookstone Capital Management | 24k | $1.3M | 14% | Mar 2026 |
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| Change Path | 22k | $1.2M | 13% | Mar 2026 |
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| Goldman Sachs Group | 21k | $1.2M | 100% | Mar 2026 |
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| Werba Rubin Papier Wealth Management | 17k | $936k | 70% | Mar 2026 |
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| Master's Wealth Management | 16k | $880k | -17% | Mar 2026 |
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| Diversify Wealth Management | 16k | $849k | 100% | Mar 2026 |
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| Sterling Wealth Management | 15k | $824k | 100% | Mar 2026 |
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| Firethorn Wealth Partners | 14k | $777k | 1% | Mar 2026 |
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| Savvy Advisors | 13k | $717k | 27% | Mar 2026 |
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| Triad Wealth Partners | 12k | $654k | -8% | Mar 2026 |
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| Selective Wealth Management | 11k | $613k | 162% | Mar 2026 |
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| Sei Investments | 11k | $609k | 42% | Mar 2026 |
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| Ashton Thomas Private Wealth | 11k | $605k | 2% | Mar 2026 |
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| Foundry Financial | 11k | $584k | 100% | Mar 2026 |
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| Aspire Private Capital | 11k | $579k | 19% | Mar 2026 |
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| Private Advisor | 11k | $573k | 100% | Mar 2026 |
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| Mml Investors Services | 10k | $550k | 66% | Mar 2026 |
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| Hershey Financial Advisers | 9.8k | $533k | 8% | Mar 2026 |
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| Apella Capital | 9.8k | $539k | 100% | Mar 2026 |
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| Rsm Us Wealth Management | 9.7k | $523k | 100% | Mar 2026 |
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| RCS Financial Planning | 9.6k | $522k | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 9.6k | $519k | 12% | Dec 2025 |
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| Nalls Sherbakoff Group | 9.4k | $512k | 0% | Dec 2025 |
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| AE Wealth Management | 8.7k | $469k | 6% | Mar 2026 |
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| Silver Oak Securities | 8.5k | $461k | 3% | Mar 2026 |
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| Strategic Investment Solutions | 7.4k | $399k | -1% | Mar 2026 |
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| Kane Co Wealth Management | 7.3k | $395k | 0% | Mar 2026 |
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| Geneos Wealth Management | 7.2k | $391k | 22% | Mar 2026 |
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| USAdvisors Wealth Management | 6.9k | $368k | 0% | Mar 2026 |
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| Merit Financial Group | 6.8k | $371k | 15% | Mar 2026 |
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| XY Planning Network | 6.8k | $369k | 1% | Mar 2026 |
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| Clarity Capital Advisors | 6.6k | $358k | 0% | Mar 2026 |
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| Abel Hall | 6.5k | $350k | -1% | Mar 2026 |
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| Concord Wealth Partners | 6.3k | $340k | 0% | Mar 2026 |
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| Williams & Novak | 5.9k | $318k | 1% | Mar 2026 |
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| Buckingham Strategic Partners | 5.0k | $269k | 100% | Mar 2026 |
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| Gradient Capital Advisors | 5.0k | $269k | 0% | Mar 2026 |
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| Stirlingshire Investments | 4.9k | $268k | 100% | Mar 2026 |
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| We Are One Seven | 4.9k | $264k | -1% | Dec 2025 |
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| Pathstone Holdings | 3.9k | $213k | 0% | Mar 2026 |
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| Austin Asset Management | 3.9k | $213k | 100% | Mar 2026 |
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| Golden State Equity Partners | 2.7k | $144k | 100% | Mar 2026 |
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| Millstone Evans Group | 2.0k | $109k | 1% | Mar 2026 |
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| IFG Advisory | 1.7k | $89k | 100% | Mar 2026 |
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| Brian McDonald | 1.6k | $88k | 5% | Dec 2025 |
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| CoreCap Advisors | 1.6k | $86k | 100% | Mar 2026 |
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| Fifth Third Bancorp | 1.6k | $86k | 100% | Mar 2026 |
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| Washington Trust Advisors | 1.4k | $75k | 1% | Mar 2026 |
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| Elevate Wealth Advisory | 1.1k | $60k | 0% | Mar 2026 |
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| Topsail Wealth Management | 1.0k | $55k | 100% | Mar 2026 |
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| City State Bank | 1.0k | $54k | 0% | Mar 2026 |
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| CWM | 988.00 | $54k | 27% | Dec 2025 |
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| IFP Advisors | 742.00 | $40k | 106% | Mar 2026 |
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| Wells Fargo & Company | 400.00 | $22k | -90% | Mar 2026 |
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| Assetmark | 351.00 | $19k | 0% | Mar 2026 |
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| Rialto Wealth Management | 242.00 | $13k | 0% | Dec 2025 |
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| Strategic Wealth Partners | 224.00 | $12k | 3% | Mar 2026 |
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| Pinney & Scofield | 10.00 | $532.000000 | 0% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Kestra Investment Management | Dec 2025 | 113k | $6.1M |
| Thrivent Financial for Lutherans | Dec 2025 | 53k | $2.9M |
| Jane Street | Dec 2025 | 26k | $1.4M |
| Axxcess Wealth Management | Dec 2025 | 20k | $1.1M |
| Daner Wealth Management | Dec 2025 | 17k | $937k |
| Old Mission Capital | Sep 2025 | 13k | $711k |
| Diversify Advisory Services | Dec 2025 | 12k | $647k |
| Jpmorgan Chase & Co | Sep 2025 | 6.5k | $360k |
| AQR Capital Management | Dec 2025 | 4.6k | $248k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 2.4k | $132k |
| Hazlett, Burt & Watson | Dec 2025 | 93.00 | $5.0k |