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
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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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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Rehmann Capital Advisory 24k $634k 2% Jun 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
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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