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
Mercer Global Advisors 32M $1.0B 7% Mar 2026
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Savant Capital Management 29M $938M 8% Mar 2026
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Colony 15M $459M 8% Dec 2025
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Forum Financial Management 6.3M $202M 0% Mar 2026
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Hartland & Co 5.5M $178M 100% Mar 2026
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Sequoia Financial Advisors 5.3M $170M 8% Mar 2026
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Kestra Investment Management 5.1M $166M 92% Mar 2026
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Envestnet Asset Management 4.4M $142M 7% Mar 2026
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Buckingham Strategic Partners 3.1M $101M 17% Mar 2026
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Clarius 2.7M $86M 1% Dec 2025
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Bank Of Montreal 2.7M $86M 100% Mar 2026
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Aprio Wealth Management 2.4M $77M 2% Mar 2026
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Apella Capital 2.0M $69M 56% Mar 2026
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HighTower Advisors 2.0M $63M -14% Mar 2026
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Modera Wealth Management 1.8M $60M 14% Mar 2026
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Planning Center 1.8M $59M -2% Mar 2026
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Satovsky Asset Management 1.7M $55M 1% Dec 2025
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Foster Group 1.7M $55M 0% Mar 2026
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Jane Street 1.4M $45M 100% Mar 2026
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CI Private Wealth 1.3M $44M -2% Mar 2026
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TCI Wealth Advisors 1.3M $43M 5% Mar 2026
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Park Avenue Securities 1.3M $41M 6% Mar 2026
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Petersen Hastings Wealth Advisors 1.3M $41M 100% Mar 2026
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Financial Consulate 1.2M $40M 3% Mar 2026
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High Probability Advisors 1.2M $39M 2% Mar 2026
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Mariner Wealth Advisors 799k $26M 22% Mar 2026
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Burns Wealth Management 796k $26M 38% Mar 2026
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Meredith Wealth Planning 724k $23M 48% Mar 2026
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Great Oak Capital Partners 704k $24M 2% Mar 2026
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Bridgewater Advisors 691k $23M 2% Dec 2025
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Premier Financial Group 642k $211M 1% Mar 2026
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DiNuzzo Private Wealth 640k $21M 0% Mar 2026
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Websterrogers Financial Advisors 557k $18M 4% Mar 2026
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von Borstel & Associates 485k $16M -2% Mar 2026
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Market Street Wealth Management Advisors 479k $15M -1% Mar 2026
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Vestmark Advisory Solutions 466k $15M 4% Mar 2026
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True Wealth Design 459k $15M 3% Mar 2026
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25 443k $14M 6% Mar 2026
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UBS Group 441k $14M 1694% Mar 2026
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Bank of America Corporation 440k $14M 100% Mar 2026
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Envision Financial Planning 429k $14M 4% Mar 2026
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Stolz & Associates, Ps 427k $15M 1% Mar 2026
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Three Arch Wealth Management 415k $13M 100% Mar 2026
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Farther Finance Advisors 411k $13M -2% Mar 2026
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Grunden Financial Advisory 410k $13M 4% Dec 2025
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Mills Wealth Advisors 398k $13M 3% Mar 2026
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Quadcap Wealth Management 398k $13M 8% Mar 2026
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Beacon Pointe Advisors 392k $12M 3% Dec 2025
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Menora Mivtachim Holdings 380k $12M 29% Mar 2026
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LPL Financial 368k $12M 15% Mar 2026
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Family Wealth Partners 353k $11M 15% Mar 2026
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Sax Wealth Advisors 347k $11M 0% Mar 2026
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United Wealth Management 342k $11M 2% Mar 2026
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Discipline Wealth Solutions 336k $11M 128% Mar 2026
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BKD Wealth Advisors 336k $11M -17% Mar 2026
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Brady Martz Wealth Solutions 330k $11M 10% Mar 2026
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Concurrent Investment Advisors 321k $10M 100% Mar 2026
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Timonier Family Office 317k $10M 7% Dec 2025
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Fiduciary Financial Group 315k $10M 13% Mar 2026
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Efficient Advisors 298k $9.6M -41% Mar 2026
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Claris Advisors, Llc / Mo / 289k $9.3M 4% Mar 2026
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Integrity Advisory Solutions 289k $9.3M 9% Mar 2026
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Oceanside Advisors 285k $9.2M 4% Mar 2026
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AE Wealth Management 278k $8.9M 3% Mar 2026
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CPA Asset Management 275k $8.9M -10% Mar 2026
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Navigoe 265k $8.5M 3% Mar 2026
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Voisard Asset Management Group 263k $8.5M 3% Mar 2026
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Atlantic Trust 250k $7.9M -30% Dec 2025
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Liberty Wealth Management 249k $8.0M 0% Mar 2026
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Kaufman Rossin Wealth 239k $7.7M 11% Mar 2026
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Dynamic Advisors Solutions 237k $7.6M 3% Mar 2026
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Meritas Wealth Management 234k $7.5M 18% Mar 2026
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Savvy Advisors 232k $7.5M 19% Mar 2026
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Integrity Alliance 232k $7.5M 3% Mar 2026
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CogentBlue Wealth Advisors 224k $7.2M 0% Mar 2026
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CIBC Bancorp USA 210k $6.8M 100% Mar 2026
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Keating Financial Advisory Services 210k $6.7M 100% Mar 2026
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Warren Averett Asset Management 208k $6.6M -2% Dec 2025
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MB Generational Wealth 202k $6.5M 0% Mar 2026
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Financial Engines Advisors L.L.C 201k $6.4M -1% Dec 2025
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Commonwealth Equity Services 200k $6.5M 0% Mar 2026
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SB Capital Management 197k $6.2M 100% Dec 2025
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Northwest Wealth Management 195k $6.3M 11% Mar 2026
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HMV Wealth Advisors 194k $6.3M 11% Mar 2026
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Kestra Advisory Services 192k $6.2M 35% Mar 2026
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Goss Wealth Management 190k $6.1M -17% Mar 2026
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Chicago Partners Investment 179k $6.0M 2% Mar 2026
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Wealth Advisors Northwest 178k $5.7M 4% Mar 2026
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Financial Connections Group 177k $5.7M 13% Mar 2026
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Emprise Bank 176k $5.7M 160% Mar 2026
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Foundation Wealth Management 174k $5.6M 6% Mar 2026
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Master's Wealth Management 172k $5.5M 3% Mar 2026
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Sontag Advisory 172k $5.5M -8% Mar 2026
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Old Mission Capital 171k $5.4M 100% Dec 2025
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Wealth Architects 169k $5.5M 100% Mar 2026
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BetterWealth 165k $5.3M -1% Mar 2026
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Miracle Mile Advisors 165k $5.3M 20% Mar 2026
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Advisor Group Holdings 161k $5.1M 11% Dec 2025
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Bridge Generations Wealth Management 159k $5.1M 2% Mar 2026
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Royal Bank of Canada 153k $4.8M -4% Mar 2026
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Merit Financial Group 153k $4.9M 100% Mar 2026
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Applied Capital 153k $4.9M 0% Mar 2026
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Foundry Financial 150k $4.8M 100% Mar 2026
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Disciplined Investments 145k $4.7M 7% Mar 2026
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Waterfront Wealth 137k $4.4M 1% Mar 2026
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Vestment Financial 135k $4.6M 5% Mar 2026
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Intrepid Capital Management 132k $4.2M 9% Mar 2026
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Trailhead Planners 128k $4.1M 100% Mar 2026
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Tableaux 125k $4.0M 66% Mar 2026
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Jackson Thornton Asset Management 123k $4.1M 79% Mar 2026
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Mml Investors Services 120k $3.9M -1% Mar 2026
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Evanson Asset Management 117k $3.8M 3% Mar 2026
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Yeomans Consulting Group 116k $3.7M 2% Dec 2025
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Archford Capital Strategies 116k $3.7M 6% Mar 2026
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Ronald Blue Trust 113k $3.6M 8% Mar 2026
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PFG Advisors 112k $3.6M 7% Mar 2026
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Pinney & Scofield 112k $3.6M 9% Mar 2026
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Resources Investment Advisors 111k $3.6M 11% Mar 2026
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Abel Hall 107k $3.4M 0% Mar 2026
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Ubs Global Asset Management Americas 106k $3.4M 100% Mar 2026
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Friday Financial 105k $3.4M 4% Mar 2026
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Hutchinson Capital Management 103k $3.3M 3% Mar 2026
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Tortoise Investment Management 102k $3.3M 0% Mar 2026
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Altiora Financial Group 102k $3.3M 0% Mar 2026
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Quantinno Capital Management 102k $3.3M 14% Mar 2026
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HPM Partners 98k $3.1M 100% Mar 2026
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Ferguson Johnson Wealth Management 94k $3.0M -2% Mar 2026
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RFG Advisory 94k $3.0M -82% Mar 2026
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Austin Asset Management 87k $2.8M 3% Mar 2026
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CLS Investments 86k $2.8M -25% Mar 2026
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HBE Wealth Management 86k $2.8M 100% Mar 2026
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CSP Financial Group 85k $2.7M 100% Mar 2026
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Kane Co Wealth Management 84k $2.7M 10% Mar 2026
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Torren Management 83k $2.7M 100% Mar 2026
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Edge Financial Advisors 82k $2.6M 6% Dec 2025
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Schubert & Co 80k $2.6M 16% Mar 2026
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Dopkins Wealth Management 79k $2.6M 10% Mar 2026
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Summit Wealth Partners 75k $2.4M 5% Mar 2026
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Midwest Heritage Bank 75k $2.4M 8% Mar 2026
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WorthPointe 75k $2.4M 72% Mar 2026
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Drive Wealth Management 73k $2.4M 13% Mar 2026
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Jones Financial Companies, L.L 72k $2.3M 8% Dec 2025
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Nwam 71k $2.3M 8% Mar 2026
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City State Bank 70k $2.3M 46% Mar 2026
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Raymond James Financial 70k $2.2M 19% Dec 2025
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Cambridge Investment Research Advisors 69k $2.2M 7% Mar 2026
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AA Financial Advisors 69k $2.2M 100% Mar 2026
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Index Fund Advisors 65k $2.1M 143% Mar 2026
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Integrated Wealth Concepts 63k $2.0M 798% Mar 2026
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Eqis Capital Management 63k $2.0M 1% Mar 2026
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EverSource Wealth Advisors 57k $1.8M -11% Mar 2026
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Susquehanna International 55k $1.7M -67% Dec 2025
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Citadel Advisors 8.2k $264k -88% Mar 2026
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Jpmorgan Chase & Co Sep 2025 116k $3.5M
Wealthcare Advisory Partners Dec 2025 66k $2.1M