Who owns DIMENSIONAL ETF TRUST?
- Ticker: DIHP
- CUSIP Number: 25434v765
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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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 24M | $604M | 7% | Dec 2024 |
|
| Mercer Global Advisors | 22M | $563M | 1% | Dec 2024 |
|
| Savant Capital Management | 16M | $391M | 83% | Dec 2024 |
|
| Vista Wealth Management Group | 6.5M | $174M | 2% | Mar 2025 |
|
| Forum Financial Management | 6.2M | $157M | 4% | Dec 2024 |
|
| Carlson Capital Management | 3.9M | $99M | 0% | Dec 2024 |
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| Merriman Wealth Management | 3.2M | $80M | 2% | Dec 2024 |
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| Colony | 2.8M | $71M | 16% | Dec 2024 |
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| HighTower Advisors | 2.2M | $55M | 8% | Dec 2024 |
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| Bank Of Montreal | 2.2M | $55M | 5% | Dec 2024 |
|
| Aprio Wealth Management | 2.0M | $51M | 11% | Dec 2024 |
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| Planning Center | 1.9M | $48M | 2% | Dec 2024 |
|
| Satovsky Asset Management | 1.7M | $42M | 0% | Dec 2024 |
|
| Buckingham Strategic Partners | 1.6M | $42M | 31% | Dec 2024 |
|
| Jane Street | 1.6M | $40M | 48% | Dec 2024 |
|
| CI Private Wealth | 1.5M | $38M | 1% | Dec 2024 |
|
| Clarius | 1.5M | $37M | 70% | Dec 2024 |
|
| Foster Group | 1.2M | $33M | 0% | Mar 2025 |
|
| High Probability Advisors | 1.2M | $33M | -4% | Mar 2025 |
|
| Bridgewater Advisors | 1.2M | $29M | -41% | Dec 2024 |
|
| Park Avenue Securities | 938k | $25M | 7% | Mar 2025 |
|
| TCI Wealth Advisors | 718k | $18M | 21% | Dec 2024 |
|
| Apella Capital | 708k | $18M | 158% | Mar 2025 |
|
| DiNuzzo Private Wealth | 668k | $17M | 4% | Dec 2024 |
|
| Great Oak Capital Partners | 637k | $16M | 9% | Dec 2024 |
|
| BKD Wealth Advisors | 622k | $16M | -10% | Dec 2024 |
|
| Corrigan Financial | 586k | $16M | 100% | Mar 2025 |
|
| Efficient Advisors | 583k | $15M | 13% | Dec 2024 |
|
| RFG Advisory | 537k | $15M | 100% | Mar 2025 |
|
| Websterrogers Financial Advisors | 533k | $14M | -2% | Mar 2025 |
|
| Market Street Wealth Management Advisors | 512k | $13M | 1% | Dec 2024 |
|
| Sax Wealth Advisors | 488k | $12M | -35% | Dec 2024 |
|
| True Wealth Design | 474k | $12M | 6% | Dec 2024 |
|
| Meredith Wealth Planning | 408k | $10M | 12% | Dec 2024 |
|
| Old Mission Capital | 405k | $10M | 174% | Dec 2024 |
|
| Fortress Wealth Management | 402k | $10M | 12% | Dec 2024 |
|
| Envision Financial Planning | 383k | $9.7M | 3% | Dec 2024 |
|
| Goss Wealth Management | 381k | $9.6M | -14% | Dec 2024 |
|
| Sontag Advisory | 380k | $9.6M | 0% | Dec 2024 |
|
| von Borstel & Associates | 366k | $9.2M | 66% | Dec 2024 |
|
| Grunden Financial Advisory | 366k | $9.2M | 5% | Dec 2024 |
|
| Sequoia Financial Advisors | 365k | $9.2M | 4% | Dec 2024 |
|
| Vestmark Advisory Solutions | 347k | $8.8M | 2% | Dec 2024 |
|
| Bank of America Corporation | 331k | $8.3M | 7% | Dec 2024 |
|
| Warren Averett Asset Management | 310k | $7.8M | -2% | Dec 2024 |
|
| CPA Asset Management | 303k | $7.6M | 7% | Dec 2024 |
|
| Burns Wealth Management | 300k | $7.6M | 11% | Dec 2024 |
|
| Beacon Pointe Advisors | 296k | $7.5M | 0% | Dec 2024 |
|
| United Wealth Management | 289k | $7.3M | 100% | Dec 2024 |
|
| Family Wealth Partners | 286k | $7.2M | 27% | Dec 2024 |
|
| Quadcap Wealth Management | 280k | $7.1M | 5% | Dec 2024 |
|
| Liberty Wealth Management | 271k | $6.8M | 2% | Dec 2024 |
|
| Oceanside Advisors | 265k | $6.7M | 7% | Dec 2024 |
|
| Dynamic Advisors Solutions | 265k | $6.7M | 4% | Dec 2024 |
|
| PBMares Wealth Management | 251k | $6.3M | 4% | Dec 2024 |
|
| AE Wealth Management | 250k | $6.3M | 12% | Dec 2024 |
|
| Mills Wealth Advisors | 248k | $6.3M | 5% | Dec 2024 |
|
| Claris Advisors, Llc / Mo / | 243k | $6.5M | -7% | Mar 2025 |
|
| Fiduciary Financial Group | 228k | $5.8M | 11% | Mar 2025 |
|
| Bridge Generations Wealth Management | 224k | $5.7M | 100% | Dec 2024 |
|
| Royal Bank of Canada | 223k | $5.6M | 55% | Dec 2024 |
|
| CogentBlue Wealth Advisors | 211k | $5.3M | 100% | Dec 2024 |
|
| MB Generational Wealth | 203k | $5.1M | 1% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 199k | $5.0M | 37% | Dec 2024 |
|
| BetterWealth | 186k | $4.7M | -58% | Dec 2024 |
|
| Timonier Family Office | 177k | $4.5M | 100% | Dec 2024 |
|
| Commonwealth Equity Services | 168k | $4.2M | 4% | Dec 2024 |
|
| Kaufman Rossin Wealth | 161k | $4.1M | 100% | Dec 2024 |
|
| Meritas Wealth Management | 161k | $4.3M | 25% | Mar 2025 |
|
| Wealth Advisors Northwest | 160k | $4.3M | 2% | Mar 2025 |
|
| Chicago Partners Investment | 155k | $3.9M | 3% | Dec 2024 |
|
| Retirement Solution | 154k | $3.9M | 0% | Dec 2024 |
|
| Applied Capital | 148k | $3.7M | 10% | Dec 2024 |
|
| Master's Wealth Management | 144k | $3.6M | 100% | Dec 2024 |
|
| Waterfront Wealth | 143k | $3.6M | 1% | Dec 2024 |
|
| Voisard Asset Management Group | 138k | $3.5M | 100% | Dec 2024 |
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| Eqis Capital Management | 132k | $3.3M | -4% | Dec 2024 |
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| Northwest Wealth Management | 131k | $3.3M | 37% | Dec 2024 |
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| Susquehanna International | 131k | $3.3M | 92% | Dec 2024 |
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| Martin Worley Group | 112k | $2.8M | 100% | Dec 2024 |
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| Vestment Financial | 111k | $3.0M | 100% | Mar 2025 |
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| Jpmorgan Chase & Co | 107k | $2.7M | 7% | Dec 2024 |
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| Abel Hall | 107k | $2.7M | 7% | Dec 2024 |
|
| HMV Wealth Advisors | 101k | $2.7M | 289% | Mar 2025 |
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| Townsquare Capital | 100k | $2.5M | 75% | Dec 2024 |
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| Yeomans Consulting Group | 98k | $2.5M | -1% | Dec 2024 |
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| EverSource Wealth Advisors | 94k | $2.4M | 27% | Dec 2024 |
|
| Brady Martz Wealth Solutions | 90k | $2.3M | 100% | Dec 2024 |
|
| Advisor Group Holdings | 89k | $2.5M | 8% | Dec 2024 |
|
| Disciplined Investments | 87k | $2.4M | 120% | Mar 2025 |
|
| Tortoise Investment Management | 87k | $2.2M | 0% | Dec 2024 |
|
| Stifel Financial | 85k | $2.2M | 13% | Dec 2024 |
|
| LPL Financial | 82k | $2.1M | 19% | Dec 2024 |
|
| Hutchinson Capital Management | 81k | $2.0M | 9% | Dec 2024 |
|
| Evanson Asset Management | 78k | $2.0M | 15% | Dec 2024 |
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| PFG Advisors | 74k | $1.9M | 10% | Dec 2024 |
|
| Modera Wealth Management | 71k | $1.8M | 100% | Dec 2024 |
|
| Archford Capital Strategies | 71k | $1.8M | 100% | Dec 2024 |
|
| Ronald Blue Trust | 68k | $1.7M | 129% | Dec 2024 |
|
| Raymond James Financial | 66k | $1.7M | 100% | Dec 2024 |
|
| Glass Jacobson Investment Advisors | 64k | $1.6M | -1% | Dec 2024 |
|
| Austin Asset Management | 63k | $1.6M | 23% | Dec 2024 |
|
| Intrepid Capital Management | 60k | $1.5M | 15% | Dec 2024 |
|
| SC&H Financial Advisors | 59k | $1.5M | 0% | Dec 2024 |
|
| Kestra Advisory Services | 59k | $1.5M | 84% | Dec 2024 |
|
| Integrated Wealth Concepts | 57k | $1.4M | 16% | Dec 2024 |
|
| Pinney & Scofield | 56k | $1.4M | 100% | Dec 2024 |
|
| Drive Wealth Management | 56k | $1.4M | -1% | Dec 2024 |
|
| Nwam | 56k | $1.4M | 3% | Dec 2024 |
|
| Mariner Wealth Advisors | 55k | $1.4M | -47% | Dec 2024 |
|
| Midwest Heritage Bank | 53k | $1.3M | 6% | Dec 2024 |
|
| Altiora Financial Group | 52k | $1.3M | 0% | Dec 2024 |
|
| Breakwater Capital Group | 49k | $1.3M | -25% | Mar 2025 |
|
| Friday Financial | 48k | $1.2M | 100% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 48k | $1.2M | -4% | Dec 2024 |
|
| Schubert & Co | 48k | $1.2M | -5% | Dec 2024 |
|
| Summit Wealth Partners | 47k | $1.2M | 16% | Dec 2024 |
|
| Mraz, Amerine & Associates | 45k | $1.1M | -2% | Dec 2024 |
|
| Global Trust Asset Management | 45k | $1.1M | -5% | Dec 2024 |
|
| Jones Financial Companies, L.L | 43k | $1.1M | 379% | Dec 2024 |
|
| Dopkins Wealth Management | 43k | $1.1M | 100% | Dec 2024 |
|
| Mml Investors Services | 43k | $1.1M | 9% | Dec 2024 |
|
| Jackson Thornton Asset Management | 42k | $1.1M | 51% | Dec 2024 |
|
| Tableaux | 41k | $1.0M | 100% | Dec 2024 |
|
| Wealthcare Advisory Partners | 41k | $1.1M | 53% | Mar 2025 |
|
| Aspiriant | 40k | $1.0M | 0% | Dec 2024 |
|
| Strategent Financial | 38k | $1.0M | 100% | Mar 2025 |
|
| Resources Investment Advisors | 36k | $917k | -7% | Dec 2024 |
|
| Two West Capital Advisors | 35k | $914k | 9% | Mar 2025 |
|
| Apollon Wealth Management | 33k | $843k | -5% | Dec 2024 |
|
| Sutton Place Investors | 32k | $805k | 131% | Dec 2024 |
|
| Wealthspan Partners | 32k | $796k | 2% | Dec 2024 |
|
| Creative Planning | 31k | $771k | -7% | Dec 2024 |
|
| Simplicity Wealth | 31k | $821k | 100% | Mar 2025 |
|
| Investmark Advisory Group | 30k | $744k | 1% | Dec 2024 |
|
| Quadrature Capital | 29k | $729k | 100% | Dec 2024 |
|
| Morgan Stanley | 28k | $709k | 18% | Dec 2024 |
|
| Andrews, Lucia Wealth Management | 28k | $776k | 0% | Dec 2024 |
|
| Hrt Financial | 28k | $703k | 100% | Dec 2024 |
|
| RCS Financial Planning | 28k | $699k | -19% | Dec 2024 |
|
| Betterment | 27k | $688k | 80% | Dec 2024 |
|
| Tru Independence Asset Management 2 | 26k | $664k | 164% | Dec 2024 |
|
| Rehmann Capital Advisory | 26k | $647k | -8% | Dec 2024 |
|
| SageView Advisory Group | 25k | $637k | 1% | Dec 2024 |
|
| Firethorn Wealth Partners | 25k | $677k | -2% | Mar 2025 |
|
| Centennial Bank | 25k | $630k | -77% | Dec 2024 |
|
| Branch Banking & Trust Company | 25k | $627k | -24% | Dec 2024 |
|
| Caprock | 24k | $602k | 0% | Dec 2024 |
|
| Acorn Wealth Advisors | 22k | $541k | 189% | Dec 2024 |
|
| Cardiff Park Advisors | 21k | $532k | 1% | Dec 2024 |
|
| Northern Trust | 19k | $467k | -34% | Dec 2024 |
|
| Angeles Wealth Management | 18k | $460k | -19% | Dec 2024 |
|
| Mattern Wealth Management | 17k | $427k | -32% | Dec 2024 |
|
| Milestone Investment Advisors | 3.7k | $94k | -98% | Dec 2024 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Fischer Investment Strategies | Sep 2024 | 39k | $1.1M |