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 |
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| Mercer Global Advisors | 22M | $563M | 1% | Dec 2024 |
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| Savant Capital Management | 16M | $391M | 83% | Dec 2024 |
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| Vista Wealth Management Group | 6.3M | $160M | 5% | Dec 2024 |
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| Forum Financial Management | 6.2M | $157M | 4% | Dec 2024 |
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| 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 |
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| Aprio Wealth Management | 2.0M | $51M | 11% | Dec 2024 |
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| Planning Center | 1.9M | $48M | 2% | Dec 2024 |
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| Satovsky Asset Management | 1.7M | $42M | 0% | Dec 2024 |
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| Buckingham Strategic Partners | 1.6M | $42M | 31% | Dec 2024 |
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| Jane Street | 1.6M | $40M | 48% | Dec 2024 |
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| CI Private Wealth | 1.5M | $38M | 1% | Dec 2024 |
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| Clarius | 1.5M | $37M | 70% | Dec 2024 |
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| High Probability Advisors | 1.3M | $32M | -1% | Dec 2024 |
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| Foster Group | 1.2M | $31M | 4% | Dec 2024 |
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| Bridgewater Advisors | 1.2M | $29M | -41% | Dec 2024 |
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| Park Avenue Securities | 875k | $22M | 11% | Dec 2024 |
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| TCI Wealth Advisors | 718k | $18M | 21% | Dec 2024 |
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| DiNuzzo Private Wealth | 668k | $17M | 4% | Dec 2024 |
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| Great Oak Capital Partners | 637k | $16M | 9% | Dec 2024 |
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| BKD Wealth Advisors | 622k | $16M | -10% | Dec 2024 |
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| Efficient Advisors | 583k | $15M | 13% | Dec 2024 |
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| Websterrogers Financial Advisors | 545k | $14M | 1% | Dec 2024 |
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| Market Street Wealth Management Advisors | 512k | $13M | 1% | Dec 2024 |
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| Sax Wealth Advisors | 488k | $12M | -35% | Dec 2024 |
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| True Wealth Design | 474k | $12M | 6% | Dec 2024 |
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| Meredith Wealth Planning | 408k | $10M | 12% | Dec 2024 |
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| Old Mission Capital | 405k | $10M | 174% | Dec 2024 |
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| Fortress Wealth Management | 402k | $10M | 12% | Dec 2024 |
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| Envision Financial Planning | 383k | $9.7M | 3% | Dec 2024 |
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| Goss Wealth Management | 381k | $9.6M | -14% | Dec 2024 |
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| Sontag Advisory | 380k | $9.6M | 0% | Dec 2024 |
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| von Borstel & Associates | 366k | $9.2M | 66% | Dec 2024 |
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| Grunden Financial Advisory | 366k | $9.2M | 5% | Dec 2024 |
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| Sequoia Financial Advisors | 365k | $9.2M | 4% | Dec 2024 |
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| Vestmark Advisory Solutions | 347k | $8.8M | 2% | Dec 2024 |
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| Bank of America Corporation | 331k | $8.3M | 7% | Dec 2024 |
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| Warren Averett Asset Management | 310k | $7.8M | -2% | Dec 2024 |
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| CPA Asset Management | 303k | $7.6M | 7% | Dec 2024 |
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| Burns Wealth Management | 300k | $7.6M | 11% | Dec 2024 |
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| Beacon Pointe Advisors | 296k | $7.5M | 0% | Dec 2024 |
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| United Wealth Management | 289k | $7.3M | 100% | Dec 2024 |
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| Family Wealth Partners | 286k | $7.2M | 27% | Dec 2024 |
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| Quadcap Wealth Management | 280k | $7.1M | 5% | Dec 2024 |
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| Apella Capital | 275k | $6.9M | 100% | Dec 2024 |
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| Liberty Wealth Management | 271k | $6.8M | 2% | Dec 2024 |
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| Oceanside Advisors | 265k | $6.7M | 7% | Dec 2024 |
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| Dynamic Advisors Solutions | 265k | $6.7M | 4% | Dec 2024 |
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| Claris Advisors, Llc / Mo / | 260k | $6.6M | 81% | Dec 2024 |
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| PBMares Wealth Management | 251k | $6.3M | 4% | Dec 2024 |
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| AE Wealth Management | 250k | $6.3M | 12% | Dec 2024 |
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| Mills Wealth Advisors | 248k | $6.3M | 5% | Dec 2024 |
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| Bridge Generations Wealth Management | 224k | $5.7M | 100% | Dec 2024 |
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| Royal Bank of Canada | 223k | $5.6M | 55% | Dec 2024 |
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| CogentBlue Wealth Advisors | 211k | $5.3M | 100% | Dec 2024 |
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| Fiduciary Financial Group | 206k | $5.2M | 6% | Dec 2024 |
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| MB Generational Wealth | 203k | $5.1M | 1% | Dec 2024 |
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| Financial Engines Advisors L.L.C | 199k | $5.0M | 37% | Dec 2024 |
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| BetterWealth | 186k | $4.7M | -58% | Dec 2024 |
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| Timonier Family Office | 177k | $4.5M | 100% | Dec 2024 |
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| Commonwealth Equity Services | 168k | $4.2M | 4% | Dec 2024 |
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| Kaufman Rossin Wealth | 161k | $4.1M | 100% | Dec 2024 |
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| Wealth Advisors Northwest | 157k | $4.0M | 100% | Dec 2024 |
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| Chicago Partners Investment | 155k | $3.9M | 3% | Dec 2024 |
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| Retirement Solution | 154k | $3.9M | 0% | Dec 2024 |
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| Applied Capital | 148k | $3.7M | 10% | Dec 2024 |
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| Master's Wealth Management | 144k | $3.6M | 100% | Dec 2024 |
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| Waterfront Wealth | 143k | $3.6M | 1% | Dec 2024 |
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| 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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| Meritas Wealth Management | 129k | $3.3M | 36% | Dec 2024 |
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| Martin Worley Group | 112k | $2.8M | 100% | Dec 2024 |
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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 |
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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 |
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| Brady Martz Wealth Solutions | 90k | $2.3M | 100% | Dec 2024 |
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| Advisor Group Holdings | 89k | $2.5M | 8% | Dec 2024 |
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| Tortoise Investment Management | 87k | $2.2M | 0% | Dec 2024 |
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| Stifel Financial | 85k | $2.2M | 13% | Dec 2024 |
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| LPL Financial | 82k | $2.1M | 19% | Dec 2024 |
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| Hutchinson Capital Management | 81k | $2.0M | 9% | Dec 2024 |
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| Evanson Asset Management | 78k | $2.0M | 15% | Dec 2024 |
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| PFG Advisors | 74k | $1.9M | 10% | Dec 2024 |
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| Modera Wealth Management | 71k | $1.8M | 100% | Dec 2024 |
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| Archford Capital Strategies | 71k | $1.8M | 100% | Dec 2024 |
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| Ronald Blue Trust | 68k | $1.7M | 129% | Dec 2024 |
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| Raymond James Financial | 66k | $1.7M | 100% | Dec 2024 |
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| Breakwater Capital Group | 66k | $1.7M | -14% | Dec 2024 |
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| Glass Jacobson Investment Advisors | 64k | $1.6M | -1% | Dec 2024 |
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| Austin Asset Management | 63k | $1.6M | 23% | Dec 2024 |
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| Intrepid Capital Management | 60k | $1.5M | 15% | Dec 2024 |
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| SC&H Financial Advisors | 59k | $1.5M | 0% | Dec 2024 |
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| Kestra Advisory Services | 59k | $1.5M | 84% | Dec 2024 |
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| Integrated Wealth Concepts | 57k | $1.4M | 16% | Dec 2024 |
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| Pinney & Scofield | 56k | $1.4M | 100% | Dec 2024 |
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| Drive Wealth Management | 56k | $1.4M | -1% | Dec 2024 |
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| Nwam | 56k | $1.4M | 3% | Dec 2024 |
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| Mariner Wealth Advisors | 55k | $1.4M | -47% | Dec 2024 |
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| Midwest Heritage Bank | 53k | $1.3M | 6% | Dec 2024 |
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| Altiora Financial Group | 52k | $1.3M | 0% | Dec 2024 |
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| Friday Financial | 48k | $1.2M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 48k | $1.2M | -4% | Dec 2024 |
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| Schubert & Co | 48k | $1.2M | -5% | Dec 2024 |
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| Summit Wealth Partners | 47k | $1.2M | 16% | Dec 2024 |
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| Mraz, Amerine & Associates | 45k | $1.1M | -2% | Dec 2024 |
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| Global Trust Asset Management | 45k | $1.1M | -5% | Dec 2024 |
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| Jones Financial Companies, L.L | 43k | $1.1M | 379% | Dec 2024 |
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| Dopkins Wealth Management | 43k | $1.1M | 100% | Dec 2024 |
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| Mml Investors Services | 43k | $1.1M | 9% | Dec 2024 |
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| Jackson Thornton Asset Management | 42k | $1.1M | 51% | Dec 2024 |
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| Tableaux | 41k | $1.0M | 100% | Dec 2024 |
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| Aspiriant | 40k | $1.0M | 0% | Dec 2024 |
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| Disciplined Investments | 40k | $1.0M | 32% | Dec 2024 |
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| Resources Investment Advisors | 36k | $917k | -7% | Dec 2024 |
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| Apollon Wealth Management | 33k | $843k | -5% | Dec 2024 |
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| Two West Capital Advisors | 32k | $806k | -3% | Dec 2024 |
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| Sutton Place Investors | 32k | $805k | 131% | Dec 2024 |
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| Wealthspan Partners | 32k | $796k | 2% | Dec 2024 |
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| Creative Planning | 31k | $771k | -7% | Dec 2024 |
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| Investmark Advisory Group | 30k | $744k | 1% | Dec 2024 |
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| Quadrature Capital | 29k | $729k | 100% | Dec 2024 |
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| Morgan Stanley | 28k | $709k | 18% | Dec 2024 |
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| Andrews, Lucia Wealth Management | 28k | $776k | 0% | Dec 2024 |
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| Hrt Financial | 28k | $703k | 100% | Dec 2024 |
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| RCS Financial Planning | 28k | $699k | -19% | Dec 2024 |
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| Betterment | 27k | $688k | 80% | Dec 2024 |
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| Wealthcare Advisory Partners | 26k | $667k | 5% | Dec 2024 |
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| Tru Independence Asset Management 2 | 26k | $664k | 164% | Dec 2024 |
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| HMV Wealth Advisors | 26k | $659k | 100% | Dec 2024 |
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| Firethorn Wealth Partners | 26k | $648k | -2% | Dec 2024 |
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| Rehmann Capital Advisory | 26k | $647k | -8% | Dec 2024 |
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| SageView Advisory Group | 25k | $637k | 1% | Dec 2024 |
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| Centennial Bank | 25k | $630k | -77% | Dec 2024 |
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| Branch Banking & Trust Company | 25k | $627k | -24% | Dec 2024 |
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| Caprock | 24k | $602k | 0% | Dec 2024 |
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| Acorn Wealth Advisors | 22k | $541k | 189% | Dec 2024 |
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| Cardiff Park Advisors | 21k | $532k | 1% | Dec 2024 |
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| Raymond James Financial Services Advisors | 20k | $541k | 83% | Sep 2024 |
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| Northern Trust | 19k | $467k | -34% | Dec 2024 |
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| Angeles Wealth Management | 18k | $460k | -19% | Dec 2024 |
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| Wetherby Asset Management | 18k | $452k | 0% | Dec 2024 |
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| Navigoe | 17k | $436k | 100% | Dec 2024 |
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| Mattern Wealth Management | 17k | $427k | -32% | Dec 2024 |
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| Milestone Investment Advisors | 3.7k | $94k | -98% | Dec 2024 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Simplicity Wealth | Sep 2024 | 50k | $1.4M |
| Fischer Investment Strategies | Sep 2024 | 39k | $1.1M |