Who owns DIMENSIONAL ETF TRUST?
- Ticker: DUHP
- CUSIP Number: 25434v831
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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 | 37M | $1.3B | 25% | Sep 2024 |
|
| Mercer Global Advisors | 31M | $920M | 16% | Jun 2024 |
|
| Merriman Wealth Management | 8.3M | $284M | 2% | Sep 2024 |
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| Forum Financial Management | 6.8M | $233M | 2% | Sep 2024 |
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| Vista Wealth Management Group | 6.7M | $230M | 0% | Sep 2024 |
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| Pure Financial Advisors | 4.6M | $158M | 35% | Sep 2024 |
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| Alesco Advisors | 2.7M | $90M | 0% | Sep 2024 |
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| HighTower Advisors | 2.4M | $77M | 6% | Jun 2024 |
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| Aprio Wealth Management | 2.4M | $81M | 7% | Sep 2024 |
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| Colony | 2.3M | $79M | 100% | Sep 2024 |
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| CI Private Wealth | 2.2M | $74M | -15% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 2.1M | $68M | 62% | Jun 2024 |
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| Buckingham Asset Management | 2.1M | $67M | 13% | Jun 2024 |
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| Pathstone Holdings | 2.1M | $71M | 1% | Sep 2024 |
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| Foster Group | 2.0M | $69M | -1% | Sep 2024 |
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| LVZ Advisors | 2.0M | $69M | -1% | Sep 2024 |
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| BKD Wealth Advisors | 1.9M | $61M | 2% | Jun 2024 |
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| Bouchey Financial | 1.8M | $62M | 6% | Sep 2024 |
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| Captrust Financial Advisors | 1.8M | $62M | -2% | Sep 2024 |
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| Planning Center | 1.6M | $56M | -1% | Sep 2024 |
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| Park Avenue Securities | 1.6M | $53M | 8% | Sep 2024 |
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| Eqis Capital Management | 1.4M | $49M | 39% | Sep 2024 |
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| Safeguard Investment Advisory Group | 1.4M | $44M | 9% | Jun 2024 |
|
| Buckingham Strategic Partners | 1.4M | $46M | 133% | Sep 2024 |
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| Resources Investment Advisors | 1.3M | $45M | -5% | Sep 2024 |
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| Satovsky Asset Management | 1.3M | $45M | 1% | Sep 2024 |
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| DiNuzzo Private Wealth | 1.3M | $43M | -2% | Sep 2024 |
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| Beaird Harris Wealth Management | 1.3M | $43M | 18% | Sep 2024 |
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| Ullmann Financial | 1.2M | $41M | 7% | Sep 2024 |
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| High Probability Advisors | 1.2M | $41M | 100% | Sep 2024 |
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| Market Street Wealth Management Advisors | 1.2M | $40M | 1% | Sep 2024 |
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| Raymond James Financial Services Advisors | 1.2M | $39M | 7% | Sep 2024 |
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| Efficient Advisors | 1.1M | $39M | 0% | Sep 2024 |
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| Millburn Ridgefield | 1.0M | $33M | -2% | Jun 2024 |
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| Catalyst Capital Advisors | 1.0M | $35M | 0% | Sep 2024 |
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| Financial Consulate | 1.0M | $35M | 1% | Sep 2024 |
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| Commonwealth Equity Services | 1.0M | $34M | -7% | Sep 2024 |
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| Sequoia Financial Advisors | 967k | $33M | 12% | Sep 2024 |
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| Sax Wealth Advisors | 959k | $33M | 4% | Sep 2024 |
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| Chicago Partners Investment | 947k | $33M | 28% | Sep 2024 |
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| Christopher J. Hasenberg | 937k | $32M | 9% | Sep 2024 |
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| Wealthstream Advisors | 912k | $31M | 100% | Sep 2024 |
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| Great Oak Capital Partners | 907k | $31M | 4% | Sep 2024 |
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| Clarius | 857k | $29M | 8% | Sep 2024 |
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| Bank of America Corporation | 850k | $29M | 15% | Sep 2024 |
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| Grunden Financial Advisory | 819k | $28M | 0% | Sep 2024 |
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| Vestmark Advisory Solutions | 799k | $26M | 15% | Jun 2024 |
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| Beacon Pointe Advisors | 798k | $27M | -2% | Sep 2024 |
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| Liberty Wealth Management | 791k | $27M | -47% | Sep 2024 |
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| Hanson McClain Advisors | 782k | $27M | 22% | Sep 2024 |
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| BetterWealth | 774k | $26M | 1% | Sep 2024 |
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| True Wealth Design | 771k | $26M | -18% | Sep 2024 |
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| Leading Edge Financial Planning | 768k | $26M | 15% | Sep 2024 |
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| AlTi Global | 701k | $24M | 0% | Sep 2024 |
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| Retirement Solution | 689k | $24M | -3% | Sep 2024 |
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| Meredith Wealth Planning | 688k | $23M | 4% | Sep 2024 |
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| Kestra Advisory Services | 659k | $22M | 3% | Sep 2024 |
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| TCI Wealth Advisors | 601k | $21M | 22% | Sep 2024 |
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| Fortress Wealth Management | 575k | $20M | 22% | Sep 2024 |
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| Burns Wealth Management | 561k | $19M | 9% | Sep 2024 |
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| AE Wealth Management | 549k | $19M | 9% | Sep 2024 |
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| MB Generational Wealth | 544k | $19M | 0% | Sep 2024 |
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| Oceanside Advisors | 522k | $18M | 2% | Sep 2024 |
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| Opus Capital Group | 521k | $18M | 10% | Sep 2024 |
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| Goss Wealth Management | 520k | $17M | 2% | Jun 2024 |
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| Mariner Wealth Advisors | 514k | $18M | 18% | Sep 2024 |
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| Stifel Financial | 507k | $16M | -1% | Jun 2024 |
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| Syverson Strege & Co | 505k | $17M | -4% | Sep 2024 |
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| Strategic Investment Solutions | 493k | $17M | 5% | Sep 2024 |
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| Phillips Financial Management | 492k | $17M | 26% | Sep 2024 |
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| PBMares Wealth Management | 487k | $17M | 30% | Sep 2024 |
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| Lutz Financial Services | 461k | $16M | 3% | Sep 2024 |
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| Fischer Investment Strategies | 461k | $16M | -12% | Sep 2024 |
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| Arlington Financial Advisors | 458k | $16M | 2% | Sep 2024 |
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| Bridgewater Advisors | 457k | $16M | 8% | Sep 2024 |
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| Founders Financial Securities | 443k | $15M | 5% | Sep 2024 |
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| Horizon Investments | 438k | $15M | 5% | Sep 2024 |
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| Raymond James & Associates | 424k | $15M | 35% | Sep 2024 |
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| WCG Wealth Advisors | 420k | $14M | 2% | Sep 2024 |
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| Hutchinson Capital Management | 420k | $14M | 2% | Sep 2024 |
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| Kooman & Associates | 406k | $14M | 3% | Sep 2024 |
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| CPA Asset Management | 403k | $14M | 2% | Sep 2024 |
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| Websterrogers Financial Advisors | 401k | $14M | -1% | Sep 2024 |
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| Envision Financial Planning | 401k | $14M | 161% | Sep 2024 |
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| West Financial Advisors | 399k | $14M | 2% | Sep 2024 |
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| Legacy Financial Group | 387k | $13M | 8% | Sep 2024 |
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| Gail Mannix | 387k | $11M | 3% | Sep 2024 |
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| Royal Bank of Canada | 385k | $13M | -2% | Sep 2024 |
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| Sontag Advisory | 377k | $13M | 100% | Sep 2024 |
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| REDW Stanley Financial Advisors | 375k | $13M | -4% | Sep 2024 |
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| Pinnacle Wealth Management Advisory | 373k | $13M | 0% | Sep 2024 |
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| Aveo Capital Partners | 351k | $12M | 0% | Sep 2024 |
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| TCP Asset Management | 349k | $12M | 1% | Sep 2024 |
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| Level Financial Advisors | 331k | $11M | 16% | Sep 2024 |
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| von Borstel & Associates | 322k | $11M | 100% | Sep 2024 |
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| Dynamic Advisors Solutions | 314k | $11M | 9% | Sep 2024 |
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| Jpmorgan Chase & Co | 312k | $11M | 3% | Sep 2024 |
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| Intrepid Capital Management | 305k | $9.8M | 1% | Jun 2024 |
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| Goldman Sachs Group | 299k | $9.6M | 498% | Jun 2024 |
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| Applied Capital | 295k | $10M | 5% | Sep 2024 |
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| Gemmer Asset Management | 291k | $9.9M | 4% | Sep 2024 |
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| RFG Advisory | 279k | $9.5M | 2% | Sep 2024 |
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| Sterling Wealth Management | 276k | $9.4M | 297% | Sep 2024 |
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| LPL Financial | 273k | $9.3M | 9% | Sep 2024 |
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| Abel Hall | 260k | $8.9M | 0% | Sep 2024 |
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| Mills Wealth Advisors | 256k | $8.7M | 13% | Sep 2024 |
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| Advisor Group Holdings | 249k | $8.5M | 88% | Sep 2024 |
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| Waycross Investment Management | 249k | $8.5M | 5% | Sep 2024 |
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| Avondale Wealth Management | 247k | $8.4M | 3% | Sep 2024 |
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| RCS Financial Planning | 239k | $8.2M | 1% | Sep 2024 |
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| Midwest Heritage Bank | 230k | $7.8M | 2% | Sep 2024 |
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| Crown Wealth Group | 224k | $7.6M | 11% | Sep 2024 |
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| Waypoint Capital Advisors | 217k | $7.4M | -23% | Sep 2024 |
|
| Cardiff Park Advisors | 213k | $6.8M | 0% | Jun 2024 |
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| Intelligence Driven Advisers | 206k | $7.0M | -13% | Sep 2024 |
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| Arkadios Wealth Advisors | 200k | $6.8M | 21% | Sep 2024 |
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| Family Wealth Partners | 200k | $6.8M | 2% | Sep 2024 |
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| Fiduciary Financial Group | 198k | $6.8M | 13% | Sep 2024 |
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| Security Financial Services | 195k | $6.7M | 9% | Sep 2024 |
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| Equitable Holdings | 194k | $6.2M | 29% | Jun 2024 |
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| Austin Asset Management | 188k | $6.4M | 260% | Sep 2024 |
|
| Financial Engines Advisors L.L.C | 184k | $6.3M | -34% | Sep 2024 |
|
| Claris Advisors, Llc / Mo / | 183k | $6.2M | 14% | Sep 2024 |
|
| Walden Wealth Partners | 174k | $5.6M | 1% | Jun 2024 |
|
| Altiora Financial Group | 164k | $5.6M | 122% | Sep 2024 |
|
| EverSource Wealth Advisors | 149k | $5.1M | 8% | Sep 2024 |
|
| Savant Capital Management | 144k | $4.9M | 100% | Sep 2024 |
|
| Rockefeller Capital Management | 138k | $4.4M | 10% | Jun 2024 |
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| Krasney Financial | 135k | $4.6M | 0% | Sep 2024 |
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| Waterfront Wealth | 130k | $4.5M | -4% | Sep 2024 |
|
| Integrated Wealth Concepts | 125k | $4.2M | 0% | Sep 2024 |
|
| Morgan Stanley | 124k | $4.0M | -47% | Jun 2024 |
|
| Caprock | 114k | $3.9M | 90% | Sep 2024 |
|
| WESCAP Management | 110k | $3.5M | 52% | Jun 2024 |
|
| tru Independence | 110k | $3.7M | 7% | Sep 2024 |
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| Helen Stephens Group | 107k | $3.7M | -7% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 105k | $3.6M | 2% | Sep 2024 |
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| L & S Advisors | 104k | $3.5M | -4% | Sep 2024 |
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| Sollinda Capital Management | 104k | $3.5M | 1% | Sep 2024 |
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| Karpas Strategies | 98k | $3.1M | 40% | Jun 2024 |
|
| Tortoise Investment Management | 96k | $3.3M | 3% | Sep 2024 |
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| Black Point Wealth Management | 96k | $3.3M | 13% | Sep 2024 |
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| Private Advisor | 96k | $3.3M | 32% | Sep 2024 |
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| Investmark Advisory Group | 90k | $2.9M | 3% | Jun 2024 |
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| Kingsview Wealth Management | 90k | $3.1M | 13% | Sep 2024 |
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| Simplicity Wealth | 89k | $3.0M | -68% | Sep 2024 |
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| Farther Finance Advisors | 89k | $3.0M | 195% | Sep 2024 |
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| GEM Asset Management | 84k | $2.8M | 34% | Sep 2024 |
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| Carlson Capital Management | 81k | $2.8M | -12% | Sep 2024 |
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