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 | 38M | $1.3B | 4% | Dec 2024 |
|
| Mercer Global Advisors | 36M | $1.2B | -6% | Dec 2024 |
|
| Merriman Wealth Management | 8.1M | $275M | -2% | Dec 2024 |
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| Vista Wealth Management Group | 7.0M | $234M | 2% | Mar 2025 |
|
| Forum Financial Management | 6.9M | $232M | 0% | Dec 2024 |
|
| Pure Financial Advisors | 5.5M | $185M | 18% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 2.8M | $91M | 2% | Mar 2025 |
|
| CI Private Wealth | 2.8M | $93M | 27% | Dec 2024 |
|
| Colony | 2.6M | $88M | 12% | Dec 2024 |
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| Alesco Advisors | 2.6M | $88M | -2% | Dec 2024 |
|
| Aprio Wealth Management | 2.6M | $87M | 8% | Dec 2024 |
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| HighTower Advisors | 2.4M | $82M | -1% | Dec 2024 |
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| Bank Of Montreal | 2.1M | $72M | 4% | Dec 2024 |
|
| Bouchey Financial | 2.0M | $69M | 12% | Dec 2024 |
|
| Foster Group | 2.0M | $68M | 0% | Mar 2025 |
|
| LVZ Advisors | 2.0M | $69M | 1% | Dec 2024 |
|
| Captrust Financial Advisors | 1.8M | $60M | -2% | Dec 2024 |
|
| Park Avenue Securities | 1.8M | $59M | 5% | Mar 2025 |
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| UBS Group | 1.7M | $58M | -2% | Dec 2024 |
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| Buckingham Strategic Partners | 1.7M | $58M | 25% | Dec 2024 |
|
| BKD Wealth Advisors | 1.6M | $55M | -10% | Dec 2024 |
|
| Raymond James Financial | 1.6M | $55M | 100% | Dec 2024 |
|
| Planning Center | 1.6M | $54M | -2% | Dec 2024 |
|
| Pathstone Holdings | 1.6M | $54M | -24% | Dec 2024 |
|
| Safeguard Investment Advisory Group | 1.4M | $49M | 2% | Dec 2024 |
|
| Apella Capital | 1.4M | $46M | 169% | Mar 2025 |
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| Beaird Harris Wealth Management | 1.4M | $46M | 9% | Dec 2024 |
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| Eqis Capital Management | 1.4M | $46M | -6% | Dec 2024 |
|
| High Probability Advisors | 1.3M | $44M | 5% | Mar 2025 |
|
| Satovsky Asset Management | 1.3M | $44M | -1% | Dec 2024 |
|
| AlTi Global | 1.2M | $43M | 78% | Dec 2024 |
|
| DiNuzzo Private Wealth | 1.2M | $42M | -4% | Dec 2024 |
|
| Resources Investment Advisors | 1.2M | $40M | -9% | Dec 2024 |
|
| Ullmann Financial | 1.2M | $39M | -2% | Mar 2025 |
|
| Efficient Advisors | 1.2M | $40M | 3% | Dec 2024 |
|
| Market Street Wealth Management Advisors | 1.2M | $39M | -1% | Dec 2024 |
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| Millburn Ridgefield | 1.1M | $38M | 10% | Mar 2025 |
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| Commonwealth Equity Services | 1.0M | $35M | 4% | Dec 2024 |
|
| Catalyst Capital Advisors | 1.0M | $35M | 0% | Dec 2024 |
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| Bank of America Corporation | 1.0M | $34M | 20% | Dec 2024 |
|
| Financial Consulate | 1.0M | $34M | -1% | Dec 2024 |
|
| Wealthstream Advisors | 998k | $34M | 9% | Dec 2024 |
|
| Chicago Partners Investment | 981k | $33M | 4% | Dec 2024 |
|
| Sequoia Financial Advisors | 969k | $33M | 0% | Dec 2024 |
|
| Clarius | 936k | $32M | 9% | Dec 2024 |
|
| Vestmark Advisory Solutions | 931k | $31M | 6% | Dec 2024 |
|
| Great Oak Capital Partners | 920k | $31M | 1% | Dec 2024 |
|
| Goss Wealth Management | 894k | $30M | 0% | Dec 2024 |
|
| Grunden Financial Advisory | 851k | $29M | 4% | Dec 2024 |
|
| Phillips Financial Management | 843k | $29M | 71% | Dec 2024 |
|
| Leading Edge Financial Planning | 800k | $27M | 4% | Dec 2024 |
|
| Beacon Pointe Advisors | 792k | $27M | -1% | Dec 2024 |
|
| Liberty Wealth Management | 782k | $26M | -1% | Dec 2024 |
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| True Wealth Design | 771k | $26M | 0% | Dec 2024 |
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| Hanson McClain Advisors | 762k | $27M | -3% | Dec 2024 |
|
| Sax Wealth Advisors | 738k | $25M | -23% | Dec 2024 |
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| Meredith Wealth Planning | 727k | $25M | 6% | Dec 2024 |
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| TCI Wealth Advisors | 718k | $24M | 19% | Dec 2024 |
|
| Christopher J. Hasenberg | 698k | $24M | -25% | Dec 2024 |
|
| Retirement Solution | 675k | $23M | -2% | Dec 2024 |
|
| United Wealth Management | 653k | $22M | 100% | Dec 2024 |
|
| Timonier Family Office | 651k | $22M | 100% | Dec 2024 |
|
| Fortress Wealth Management | 629k | $21M | 9% | Dec 2024 |
|
| Burns Wealth Management | 613k | $21M | 9% | Dec 2024 |
|
| Mariner Wealth Advisors | 610k | $21M | 19% | Dec 2024 |
|
| AE Wealth Management | 604k | $20M | 10% | Dec 2024 |
|
| RW Investment Management | 597k | $20M | 752% | Dec 2024 |
|
| Baird Financial | 589k | $20M | 23% | Dec 2024 |
|
| Bridgewater Advisors | 577k | $19M | 26% | Dec 2024 |
|
| MB Generational Wealth | 536k | $18M | -2% | Dec 2024 |
|
| Opus Capital Group | 532k | $18M | 2% | Dec 2024 |
|
| Strategic Investment Solutions | 531k | $18M | 8% | Dec 2024 |
|
| Oceanside Advisors | 524k | $18M | 0% | Dec 2024 |
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| PBMares Wealth Management | 515k | $17M | 6% | Dec 2024 |
|
| Syverson Strege & Co | 499k | $17M | -1% | Dec 2024 |
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| Matauro | 496k | $16M | -5% | Mar 2025 |
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| Stifel Financial | 495k | $17M | -2% | Dec 2024 |
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| von Borstel & Associates | 489k | $17M | 52% | Dec 2024 |
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| Arlington Financial Advisors | 483k | $16M | 2% | Mar 2025 |
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| Founders Financial Securities | 477k | $16M | 8% | Dec 2024 |
|
| Integrated Wealth Concepts | 475k | $16M | 282% | Dec 2024 |
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| Master's Wealth Management | 475k | $16M | 100% | Dec 2024 |
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| Lutz Financial Services | 473k | $16M | 3% | Dec 2024 |
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| Horizon Investments | 472k | $16M | 8% | Dec 2024 |
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| Tassel Capital Management | 437k | $15M | 100% | Dec 2024 |
|
| WCG Wealth Advisors | 433k | $15M | 3% | Dec 2024 |
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| Hutchinson Capital Management | 423k | $14M | 1% | Dec 2024 |
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| Legacy Financial Group | 420k | $14M | 8% | Dec 2024 |
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| Fischer Investment Strategies | 418k | $14M | -9% | Dec 2024 |
|
| Kooman & Associates | 415k | $14M | 2% | Dec 2024 |
|
| Envision Financial Planning | 411k | $14M | 3% | Dec 2024 |
|
| CPA Asset Management | 398k | $14M | -1% | Dec 2024 |
|
| AdvisorNet Financial | 393k | $13M | 3% | Mar 2025 |
|
| Websterrogers Financial Advisors | 393k | $13M | -1% | Mar 2025 |
|
| West Financial Advisors | 390k | $13M | -1% | Mar 2025 |
|
| Royal Bank of Canada | 385k | $13M | 0% | Dec 2024 |
|
| Intrepid Capital Management | 384k | $13M | 18% | Dec 2024 |
|
| Pinnacle Wealth Management Advisory | 373k | $13M | 0% | Dec 2024 |
|
| Gail Mannix | 373k | $13M | -4% | Dec 2024 |
|
| Level Financial Advisors | 360k | $12M | 4% | Mar 2025 |
|
| TCP Asset Management | 358k | $12M | 3% | Dec 2024 |
|
| Sterling Wealth Management | 350k | $12M | 27% | Dec 2024 |
|
| BetterWealth | 345k | $12M | -55% | Dec 2024 |
|
| Dynamic Advisors Solutions | 340k | $12M | 8% | Dec 2024 |
|
| Aveo Capital Partners | 339k | $11M | -3% | Dec 2024 |
|
| RFG Advisory | 335k | $11M | 20% | Mar 2025 |
|
| Wealth Advisors Northwest | 335k | $11M | 17% | Mar 2025 |
|
| LPL Financial | 321k | $11M | 17% | Dec 2024 |
|
| Gemmer Asset Management | 316k | $11M | 9% | Dec 2024 |
|
| Jpmorgan Chase & Co | 316k | $11M | 1% | Dec 2024 |
|
| Midwest Heritage Bank | 311k | $11M | 36% | Dec 2024 |
|
| Claris Advisors, Llc / Mo / | 311k | $10M | -2% | Mar 2025 |
|
| REDW Stanley Financial Advisors | 308k | $10M | -18% | Dec 2024 |
|
| Wealth Management Strategies | 306k | $103k | 100% | Dec 2024 |
|
| Applied Capital | 299k | $10M | 1% | Dec 2024 |
|
| Mills Wealth Advisors | 285k | $9.6M | 11% | Dec 2024 |
|
| WESCAP Management | 262k | $8.8M | 73% | Dec 2024 |
|
| Austin Asset Management | 260k | $8.8M | 38% | Dec 2024 |
|
| Abel Hall | 259k | $8.7M | 0% | Dec 2024 |
|
| Weinberger Asset Management | 256k | $8.5M | 100% | Mar 2025 |
|
| Advisor Group Holdings | 253k | $8.6M | 2% | Dec 2024 |
|
| Financial Engines Advisors L.L.C | 250k | $8.5M | 36% | Dec 2024 |
|
| Financial Harvest | 250k | $8.4M | 100% | Dec 2024 |
|
| RCS Financial Planning | 247k | $8.3M | 3% | Dec 2024 |
|
| Arkadios Wealth Advisors | 243k | $8.2M | 21% | Dec 2024 |
|
| Family Wealth Partners | 240k | $8.1M | 20% | Dec 2024 |
|
| CogentBlue Wealth Advisors | 225k | $7.6M | 100% | Dec 2024 |
|
| Fiduciary Financial Group | 222k | $6.8M | 10% | Mar 2025 |
|
| Silver Oak Wealth Advisors Services | 221k | $7.5M | 100% | Dec 2024 |
|
| Vestment Financial | 213k | $7.1M | 100% | Mar 2025 |
|
| Cardiff Park Advisors | 213k | $7.2M | 0% | Dec 2024 |
|
| Waycross Investment Management | 200k | $6.6M | -2% | Mar 2025 |
|
| Security Financial Services | 194k | $6.6M | 0% | Dec 2024 |
|
| Morgan Stanley | 193k | $6.5M | 76% | Dec 2024 |
|
| Crown Wealth Group | 193k | $6.5M | -14% | Dec 2024 |
|
| Sontag Advisory | 186k | $6.3M | -51% | Dec 2024 |
|
| Shore Point Advisors | 181k | $6.1M | 2037% | Dec 2024 |
|
| Rockefeller Capital Management | 179k | $6.1M | 28% | Dec 2024 |
|
| Kestra Advisory Services | 179k | $6.0M | -73% | Dec 2024 |
|
| Kaufman Rossin Wealth | 176k | $5.9M | 100% | Dec 2024 |
|
| EverSource Wealth Advisors | 176k | $5.9M | 18% | Dec 2024 |
|
| CVA Family Office | 175k | $5.8M | 71% | Mar 2025 |
|
| Tableaux | 165k | $5.6M | 100% | Dec 2024 |
|
| Altiora Financial Group | 164k | $5.6M | 0% | Dec 2024 |
|
| ArborFi Advisors | 156k | $5.3M | 100% | Dec 2024 |
|
| Intelligence Driven Advisers | 155k | $5.3M | -25% | Dec 2024 |
|
| Bridge Generations Wealth Management | 141k | $4.8M | 100% | Dec 2024 |
|
| Savant Capital Management | 140k | $4.7M | -3% | Dec 2024 |
|
| Waterfront Wealth | 131k | $4.4M | 1% | Dec 2024 |
|
| Wolfstich Capital | 131k | $4.4M | 100% | Dec 2024 |
|
| Krasney Financial | 108k | $3.6M | -19% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Equitable Holdings | Sep 2024 | 194k | $6.6M |
| Two Sigma Investments | Sep 2024 | 174k | $5.9M |