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 | 22M | $622M | 28% | Sep 2024 |
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| Mercer Global Advisors | 17M | $454M | 19% | Jun 2024 |
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| Savant Capital Management | 8.5M | $235M | 383% | Sep 2024 |
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| Vista Wealth Management Group | 6.0M | $168M | 2% | Sep 2024 |
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| Forum Financial Management | 6.0M | $167M | 4% | Sep 2024 |
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| Carlson Capital Management | 3.9M | $108M | 2% | Sep 2024 |
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| Merriman Wealth Management | 3.1M | $86M | 3% | Sep 2024 |
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| Colony | 2.4M | $68M | 100% | Sep 2024 |
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| Buckingham Asset Management | 2.1M | $55M | 18% | Jun 2024 |
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| HighTower Advisors | 2.0M | $52M | 1% | Jun 2024 |
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| Bridgewater Advisors | 2.0M | $52M | 2% | Sep 2024 |
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| Planning Center | 1.8M | $51M | 2% | Sep 2024 |
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| Aprio Wealth Management | 1.8M | $50M | -8% | Sep 2024 |
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| Satovsky Asset Management | 1.7M | $46M | 2% | Sep 2024 |
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| CI Private Wealth | 1.5M | $41M | 0% | Sep 2024 |
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| High Probability Advisors | 1.3M | $36M | 100% | Sep 2024 |
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| Buckingham Strategic Partners | 1.3M | $35M | 146% | Sep 2024 |
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| Foster Group | 1.2M | $33M | 1% | Sep 2024 |
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| Jane Street | 1.1M | $30M | -29% | Sep 2024 |
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| Clarius | 871k | $23M | 26% | Sep 2024 |
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| Park Avenue Securities | 787k | $22M | 10% | Sep 2024 |
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| Sax Wealth Advisors | 751k | $21M | 8% | Sep 2024 |
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| BKD Wealth Advisors | 718k | $19M | 3% | Jun 2024 |
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| DiNuzzo Private Wealth | 640k | $18M | 1% | Sep 2024 |
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| TCI Wealth Advisors | 591k | $16M | 22% | Sep 2024 |
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| Great Oak Capital Partners | 586k | $16M | 5% | Sep 2024 |
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| Websterrogers Financial Advisors | 541k | $15M | 2% | Sep 2024 |
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| Efficient Advisors | 516k | $14M | 3% | Sep 2024 |
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| Market Street Wealth Management Advisors | 504k | $14M | 2% | Sep 2024 |
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| True Wealth Design | 448k | $12M | -19% | Sep 2024 |
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| BetterWealth | 445k | $12M | 3% | Sep 2024 |
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| Sontag Advisory | 381k | $11M | 100% | Sep 2024 |
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| Envision Financial Planning | 371k | $10M | 139% | Sep 2024 |
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| Meredith Wealth Planning | 362k | $10M | 7% | Sep 2024 |
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| Fortress Wealth Management | 359k | $9.9M | 79% | Sep 2024 |
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| Sequoia Financial Advisors | 349k | $9.7M | 4% | Sep 2024 |
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| Grunden Financial Advisory | 348k | $9.7M | 1% | Sep 2024 |
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| Walden Wealth Partners | 342k | $9.0M | 3% | Jun 2024 |
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| Vestmark Advisory Solutions | 312k | $8.2M | 3% | Jun 2024 |
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| Bank of America Corporation | 308k | $8.5M | 14% | Sep 2024 |
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| Beacon Pointe Advisors | 295k | $8.2M | 4% | Sep 2024 |
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| Goss Wealth Management | 290k | $7.6M | 1% | Jun 2024 |
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| CPA Asset Management | 284k | $7.9M | 1% | Sep 2024 |
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| Burns Wealth Management | 271k | $7.5M | 42% | Sep 2024 |
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| Quadcap Wealth Management | 267k | $7.4M | 76% | Sep 2024 |
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| Liberty Wealth Management | 266k | $7.4M | -42% | Sep 2024 |
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| Dynamic Advisors Solutions | 255k | $7.1M | 1% | Sep 2024 |
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| Oceanside Advisors | 248k | $6.9M | 3% | Sep 2024 |
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| PBMares Wealth Management | 242k | $6.7M | 16% | Sep 2024 |
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| Mills Wealth Advisors | 237k | $6.6M | 7% | Sep 2024 |
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| Old Mission Capital | 232k | $6.1M | 100% | Jun 2024 |
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| Family Wealth Partners | 225k | $6.2M | 3% | Sep 2024 |
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| AE Wealth Management | 224k | $6.2M | 8% | Sep 2024 |
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| von Borstel & Associates | 221k | $6.1M | 100% | Sep 2024 |
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| MB Generational Wealth | 201k | $5.6M | 0% | Sep 2024 |
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| Fiduciary Financial Group | 194k | $5.3M | 12% | Sep 2024 |
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| Milestone Investment Advisors | 166k | $4.6M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 161k | $4.5M | 8% | Sep 2024 |
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| Retirement Solution | 154k | $4.3M | -1% | Sep 2024 |
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| Chicago Partners Investment | 150k | $4.0M | 2% | Sep 2024 |
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| Financial Engines Advisors L.L.C | 145k | $4.0M | -36% | Sep 2024 |
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| Royal Bank of Canada | 144k | $4.0M | -12% | Sep 2024 |
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| Claris Advisors, Llc / Mo / | 144k | $4.0M | 24% | Sep 2024 |
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| Waterfront Wealth | 141k | $3.7M | -8% | Sep 2024 |
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| Eqis Capital Management | 138k | $3.8M | -4% | Sep 2024 |
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| Applied Capital | 135k | $3.7M | 5% | Sep 2024 |
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| Centennial Bank | 108k | $3.0M | 9% | Sep 2024 |
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| Mariner Wealth Advisors | 104k | $2.9M | 3% | Sep 2024 |
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| Jpmorgan Chase & Co | 100k | $2.8M | -1% | Sep 2024 |
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| Abel Hall | 100k | $2.8M | 0% | Sep 2024 |
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| Yeomans Consulting Group | 99k | $2.7M | 2% | Sep 2024 |
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| Northwest Wealth Management | 96k | $2.7M | 39% | Sep 2024 |
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| Meritas Wealth Management | 95k | $2.6M | 47% | Sep 2024 |
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| Tortoise Investment Management | 86k | $2.4M | 6% | Sep 2024 |
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| Advisor Group Holdings | 82k | $2.3M | 337% | Sep 2024 |
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| Breakwater Capital Group | 76k | $2.1M | 6% | Sep 2024 |
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| Hutchinson Capital Management | 74k | $2.1M | 2% | Sep 2024 |
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| EverSource Wealth Advisors | 74k | $2.0M | 8% | Sep 2024 |
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| LPL Financial | 69k | $1.9M | 2% | Sep 2024 |
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| Susquehanna International | 68k | $1.9M | 6% | Sep 2024 |
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| Evanson Asset Management | 68k | $1.9M | 12% | Sep 2024 |
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| PFG Advisors | 67k | $1.9M | 11% | Sep 2024 |
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| Glass Jacobson Investment Advisors | 64k | $1.8M | 9% | Sep 2024 |
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| SC&H Financial Advisors | 59k | $1.6M | 3% | Sep 2024 |
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| Stifel Financial | 59k | $1.6M | 7% | Jun 2024 |
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| Townsquare Capital | 57k | $1.6M | 100% | Sep 2024 |
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| Drive Wealth Management | 56k | $1.6M | 1% | Sep 2024 |
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| Nwam | 54k | $1.5M | 100% | Sep 2024 |
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| Altiora Financial Group | 53k | $1.5M | 43% | Sep 2024 |
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| Austin Asset Management | 51k | $1.4M | 316% | Sep 2024 |
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| Cambridge Investment Research Advisors | 51k | $1.4M | -6% | Sep 2024 |
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| Schubert & Co | 50k | $1.4M | 36% | Sep 2024 |
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| Simplicity Wealth | 50k | $1.4M | -76% | Sep 2024 |
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| Midwest Heritage Bank | 49k | $1.4M | 3% | Sep 2024 |
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| Integrated Wealth Concepts | 49k | $1.4M | 2% | Sep 2024 |
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| Global Trust Asset Management | 47k | $1.3M | -5% | Sep 2024 |
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| Mraz, Amerine & Associates | 46k | $1.3M | -8% | Sep 2024 |
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| Summit Wealth Partners | 40k | $1.1M | 10% | Sep 2024 |
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| Aspiriant | 40k | $1.1M | 0% | Sep 2024 |
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| Mml Investors Services | 40k | $1.1M | 3% | Sep 2024 |
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| Resources Investment Advisors | 39k | $1.1M | 1% | Sep 2024 |
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| Fischer Investment Strategies | 39k | $1.1M | -87% | Sep 2024 |
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| Intrepid Capital Management | 38k | $1.0M | 50% | Jun 2024 |
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| Apollon Wealth Management | 35k | $978k | -3% | Sep 2024 |
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| RCS Financial Planning | 34k | $948k | -1% | Sep 2024 |
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| Two West Capital Advisors | 33k | $912k | -3% | Sep 2024 |
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| Creative Planning | 33k | $909k | 3% | Sep 2024 |
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| Kestra Advisory Services | 32k | $888k | 21% | Sep 2024 |
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| Wealthspan Partners | 31k | $853k | -3% | Sep 2024 |
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| Branch Banking & Trust Company | 30k | $798k | 19% | Jun 2024 |
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| Disciplined Investments | 30k | $831k | 97% | Sep 2024 |
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| Ronald Blue Trust | 30k | $785k | -15% | Sep 2024 |
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| Investmark Advisory Group | 29k | $750k | 1% | Jun 2024 |
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| Jackson Thornton Asset Management | 28k | $775k | 10% | Sep 2024 |
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| Andrews, Lucia Wealth Management | 28k | $737k | 2% | Sep 2024 |
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| Northern Trust | 28k | $775k | 100% | Sep 2024 |
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| Rehmann Capital Advisory | 28k | $769k | 15% | Sep 2024 |
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| Firethorn Wealth Partners | 26k | $723k | -3% | Sep 2024 |
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| Wealthcare Advisory Partners | 25k | $701k | 12% | Sep 2024 |
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| Mattern Wealth Management | 25k | $693k | -17% | Sep 2024 |
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| SageView Advisory Group | 25k | $692k | 2% | Sep 2024 |
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| Caprock | 24k | $658k | 18% | Sep 2024 |
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| Angeles Wealth Management | 23k | $626k | 7% | Sep 2024 |
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| Morgan Stanley | 22k | $588k | -66% | Jun 2024 |
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| Cardiff Park Advisors | 21k | $547k | 0% | Jun 2024 |
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| Raymond James Financial Services Advisors | 20k | $541k | 83% | Sep 2024 |
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| GEM Asset Management | 17k | $468k | 22% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 15k | $413k | 12% | Sep 2024 |
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| Equitable Holdings | 14k | $366k | 58% | Jun 2024 |
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| Sutton Place Investors | 14k | $382k | 23% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 13k | $351k | 31% | Jun 2024 |
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| Ifrah Financial Services | 13k | $364k | 3% | Sep 2024 |
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| CWM | 13k | $352k | 74% | Sep 2024 |
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| Garrett Investment Advisors | 13k | $350k | 0% | Sep 2024 |
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| Raymond James & Associates | 13k | $349k | 100% | Sep 2024 |
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| Capital Performance Advisors | 12k | $337k | 100% | Sep 2024 |
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| Gemmer Asset Management | 12k | $335k | 0% | Sep 2024 |
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| Tranquility Partners | 12k | $322k | 7% | Sep 2024 |
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| Tcfg Wealth Management | 11k | $317k | 100% | Sep 2024 |
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| Signature | 11k | $315k | 0% | Sep 2024 |
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| Orion Portfolio Solutions | 11k | $294k | 33% | Sep 2024 |
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| Unison Advisors | 10k | $284k | 0% | Sep 2024 |
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| Brighton Jones | 10k | $284k | 0% | Sep 2024 |
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| Advisory Services Network | 10k | $269k | 0% | Sep 2024 |
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| Tru Independence Asset Management 2 | 9.9k | $276k | 100% | Sep 2024 |
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| Farther Finance Advisors | 9.9k | $273k | 437% | Sep 2024 |
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| Hutchens & Kramer Investment Management Group | 9.6k | $265k | -3% | Sep 2024 |
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| Annapolis Financial Services | 9.5k | $263k | 0% | Sep 2024 |
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| Elevate Wealth Advisory | 9.4k | $247k | 1% | Jun 2024 |
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| Bedel Financial Consulting | 9.1k | $253k | -4% | Sep 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Investments | Jun 2024 | 36k | $944k |
| KG&L Capital Management | Jun 2024 | 33k | $871k |
| Dopkins Wealth Management | Jun 2024 | 20k | $527k |
| Robertson Stephens Wealth Management | Mar 2024 | 9.4k | $253k |