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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 19M | $553M | 15% | Dec 2023 |
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| Forum Financial Management | 7.1M | $224M | -2% | Mar 2024 |
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| Vista Wealth Management Group | 6.7M | $212M | 0% | Mar 2024 |
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| CI Private Wealth | 2.5M | $78M | -9% | Mar 2024 |
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| Aprio Wealth Management | 2.4M | $77M | 27% | Mar 2024 |
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| Pure Financial Advisors | 2.4M | $76M | 27% | Mar 2024 |
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| Alesco Advisors | 2.3M | $66M | 100% | Dec 2023 |
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| HighTower Advisors | 2.3M | $72M | 5% | Mar 2024 |
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| Captrust Financial Advisors | 2.1M | $59M | -2% | Dec 2023 |
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| LVZ Advisors | 2.0M | $64M | 73% | Mar 2024 |
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| BKD Wealth Advisors | 1.9M | $60M | 3% | Mar 2024 |
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| Buckingham Asset Management | 1.9M | $59M | 148% | Mar 2024 |
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| Bouchey Financial | 1.7M | $53M | 7% | Mar 2024 |
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| Planning Center | 1.6M | $51M | 2% | Mar 2024 |
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| Bank Of Montreal | 1.6M | $46M | 30% | Dec 2023 |
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| DiNuzzo Private Wealth | 1.3M | $42M | 0% | Mar 2024 |
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| Park Avenue Securities | 1.3M | $42M | 15% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.3M | $41M | 206% | Mar 2024 |
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| AE Wealth Management | 1.2M | $35M | 12% | Dec 2023 |
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| Market Street Wealth Management Advisors | 1.1M | $36M | 6% | Mar 2024 |
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| Safeguard Investment Advisory Group | 1.1M | $33M | 8% | Dec 2023 |
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| Efficient Advisors | 1.1M | $36M | 1% | Mar 2024 |
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| Pathstone Holdings | 1.1M | $31M | 100% | Dec 2023 |
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| Ullmann Financial | 1.1M | $31M | 9% | Dec 2023 |
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| Paragon Wealth Strategies | 1.1M | $31M | 100% | Dec 2023 |
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| Catalyst Capital Advisors | 1.0M | $33M | -5% | Mar 2024 |
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| Millburn Ridgefield | 1.0M | $33M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 1.0M | $32M | 13% | Mar 2024 |
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| Raymond James Financial Services Advisors | 1.0M | $32M | 8% | Mar 2024 |
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| Financial Consulate | 1.0M | $32M | 1% | Mar 2024 |
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| Sequoia Financial Advisors | 829k | $26M | 5% | Mar 2024 |
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| Christopher J. Hasenberg | 813k | $26M | 100% | Mar 2024 |
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| Liberty Wealth Management | 806k | $26M | -2% | Mar 2024 |
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| True Wealth Design | 802k | $23M | 11% | Dec 2023 |
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| Grunden Financial Advisory | 794k | $25M | 0% | Mar 2024 |
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| BetterWealth | 767k | $24M | -1% | Mar 2024 |
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| Beacon Pointe Advisors | 746k | $21M | 19% | Dec 2023 |
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| Retirement Solution | 712k | $23M | -1% | Mar 2024 |
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| Chicago Partners Investment | 706k | $21M | 6% | Mar 2024 |
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| Great Oak Capital Partners | 668k | $21M | 36% | Mar 2024 |
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| Sax Wealth Advisors | 646k | $19M | 38% | Dec 2023 |
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| Vestmark Advisory Solutions | 639k | $18M | 21% | Dec 2023 |
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| Hanson McClain Advisors | 628k | $20M | -1% | Mar 2024 |
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| Clarius | 608k | $19M | 1572% | Mar 2024 |
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| Horizon Investments | 607k | $17M | 4% | Dec 2023 |
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| Leading Edge Financial Planning | 607k | $19M | 16% | Mar 2024 |
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| Empowered Funds | 601k | $19M | 100% | Mar 2024 |
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| Meredith Wealth Planning | 579k | $18M | 10% | Mar 2024 |
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| Kestra Advisory Services | 537k | $15M | 111% | Dec 2023 |
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| MB Generational Wealth | 536k | $17M | 16% | Mar 2024 |
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| Syverson Strege & Co | 520k | $16M | 1% | Mar 2024 |
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| Oceanside Advisors | 502k | $16M | 1% | Mar 2024 |
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| Fischer Investment Strategies | 480k | $14M | 698% | Dec 2023 |
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| AlTi Global | 475k | $14M | 100% | Dec 2023 |
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| Fortress Wealth Management | 473k | $15M | 2% | Mar 2024 |
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| Arlington Financial Advisors | 445k | $14M | 100% | Mar 2024 |
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| Opus Capital Group | 420k | $13M | 100% | Mar 2024 |
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| Hutchinson Capital Management | 414k | $13M | 175% | Mar 2024 |
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| Stifel Financial | 414k | $12M | 4% | Dec 2023 |
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| Lutz Financial Services | 413k | $13M | 18% | Mar 2024 |
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| Buckingham Strategic Partners | 401k | $12M | 112% | Dec 2023 |
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| Founders Financial Securities | 398k | $13M | -35% | Mar 2024 |
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| Kooman & Associates | 391k | $11M | 2% | Dec 2023 |
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| Gail Mannix | 384k | $12M | -1% | Mar 2024 |
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| Pinnacle Wealth Management Advisory | 384k | $12M | -1% | Mar 2024 |
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| West Financial Advisors | 380k | $12M | 2% | Mar 2024 |
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| Satovsky Asset Management | 375k | $12M | -7% | Mar 2024 |
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| Bank of America Corporation | 371k | $11M | 59% | Dec 2023 |
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| CPA Asset Management | 366k | $11M | 7% | Dec 2023 |
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| REDW Stanley Financial Advisors | 363k | $12M | 12% | Mar 2024 |
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| Aveo Capital Partners | 357k | $11M | 0% | Mar 2024 |
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| TCI Wealth Advisors | 355k | $11M | 12% | Mar 2024 |
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| Bridgewater Advisors | 351k | $11M | 21% | Mar 2024 |
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| TCP Asset Management | 335k | $11M | 24% | Mar 2024 |
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| Phillips Financial Management | 321k | $10M | 25% | Mar 2024 |
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| PBMares Wealth Management | 317k | $10M | 24% | Mar 2024 |
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| WCG Wealth Advisors | 286k | $8.2M | 7% | Dec 2023 |
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| Raymond James & Associates | 285k | $9.0M | 53% | Mar 2024 |
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| Mariner Wealth Advisors | 273k | $7.8M | 15% | Dec 2023 |
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| Jpmorgan Chase & Co | 273k | $7.8M | 0% | Dec 2023 |
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| RFG Advisory | 272k | $8.6M | -1% | Mar 2024 |
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| Applied Capital | 268k | $8.5M | 5% | Mar 2024 |
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| Intelligence Driven Advisers | 256k | $8.1M | -5% | Mar 2024 |
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| Abel Hall | 245k | $7.7M | 0% | Mar 2024 |
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| Level Financial Advisors | 238k | $7.5M | 39% | Mar 2024 |
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| Waycross Investment Management | 232k | $7.3M | 16% | Mar 2024 |
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| Crown Wealth Group | 231k | $7.3M | 0% | Mar 2024 |
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| Waypoint Capital Advisors | 229k | $7.2M | 19% | Mar 2024 |
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| Avondale Wealth Management | 225k | $6.4M | 29% | Dec 2023 |
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| Royal Bank of Canada | 217k | $6.2M | 158% | Dec 2023 |
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| Gemmer Asset Management | 215k | $6.8M | 37% | Mar 2024 |
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| Cardiff Park Advisors | 213k | $6.1M | -1% | Dec 2023 |
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| Midwest Heritage Bank | 213k | $6.7M | 30% | Mar 2024 |
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| Dynamic Advisors Solutions | 210k | $6.6M | 6% | Mar 2024 |
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| RCS Financial Planning | 189k | $6.0M | -18% | Mar 2024 |
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| Family Wealth Partners | 171k | $5.4M | 59% | Mar 2024 |
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| Claris Advisors, Llc / Mo / | 166k | $5.3M | 9% | Mar 2024 |
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| Walden Wealth Partners | 161k | $4.6M | 100% | Dec 2023 |
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| Rockefeller Capital Management | 160k | $4.6M | 8% | Dec 2023 |
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| Waterfront Wealth | 153k | $4.4M | -1% | Dec 2023 |
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| Envision Financial Planning | 132k | $4.2M | 16% | Mar 2024 |
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| Jane Street | 130k | $3.7M | -15% | Dec 2023 |
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| Helen Stephens Group | 115k | $3.6M | -4% | Mar 2024 |
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| Kingsview Wealth Management | 114k | $3.6M | 2% | Mar 2024 |
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| L & S Advisors | 108k | $3.4M | 0% | Mar 2024 |
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| Lincoln National | 107k | $3.4M | 5% | Mar 2024 |
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| Advisor Group Holdings | 107k | $3.0M | -76% | Dec 2023 |
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| Carlson Capital Management | 96k | $3.0M | -94% | Mar 2024 |
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| Cambridge Investment Research Advisors | 90k | $2.8M | 1% | Mar 2024 |
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| Tortoise Investment Management | 89k | $2.8M | 4% | Mar 2024 |
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| tru Independence | 88k | $2.8M | 100% | Mar 2024 |
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| Krasney Financial | 84k | $2.6M | 2% | Mar 2024 |
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| Wealthsource Partners | 76k | $2.2M | -2% | Dec 2023 |
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| Main Street Financial Solutions | 73k | $2.3M | 5% | Mar 2024 |
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| Viawealth | 73k | $2.1M | 100% | Dec 2023 |
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| Karpas Strategies | 70k | $2.2M | 37% | Mar 2024 |
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| PFG Advisors | 66k | $2.1M | 4% | Mar 2024 |
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| Ronald Blue Trust | 63k | $2.0M | 37% | Mar 2024 |
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| Citadel Advisors | 63k | $1.8M | -23% | Dec 2023 |
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| Private Advisor | 62k | $2.0M | 37% | Mar 2024 |
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| Branch Banking & Trust Company | 59k | $1.7M | 18% | Dec 2023 |
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| SageView Advisory Group | 58k | $1.8M | -3% | Mar 2024 |
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| EverSource Wealth Advisors | 57k | $1.6M | 210% | Dec 2023 |
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| Schubert & Co | 57k | $1.6M | 5% | Dec 2023 |
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| Firethorn Wealth Partners | 56k | $1.8M | 51% | Mar 2024 |
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| Caprock | 53k | $1.7M | 1% | Mar 2024 |
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| GEM Asset Management | 53k | $1.6M | -2% | Mar 2024 |
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| Robertson Stephens Wealth Management | 53k | $1.5M | 2% | Dec 2023 |
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| Sollinda Capital Management | 52k | $1.6M | 100% | Mar 2024 |
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| American Investment Services | 51k | $1.5M | 0% | Dec 2023 |
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| Capital Investment Advisory Services | 51k | $1.6M | 6018% | Mar 2024 |
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| Creative Planning | 50k | $1.4M | -3% | Dec 2023 |
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| Good Life Advisors | 48k | $1.5M | -26% | Mar 2024 |
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| Nwam | 46k | $1.5M | 2% | Mar 2024 |
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| Robinson Smith Wealth Advisors | 46k | $1.4M | 0% | Mar 2024 |
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| Betterment | 42k | $1.3M | 19% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 39k | $1.2M | -2% | Mar 2024 |
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| Andrews, Lucia Wealth Management | 38k | $1.1M | -6% | Dec 2023 |
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| BKA Wealth Consulting | 36k | $1.1M | 100% | Mar 2024 |
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| Global Trust Asset Management | 35k | $1.1M | 2% | Mar 2024 |
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| Altiora Financial Group | 35k | $1.1M | 100% | Mar 2024 |
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| CVA Family Office | 34k | $963k | 100% | Dec 2023 |
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| Edge Financial Advisors | 33k | $1.1M | 100% | Mar 2024 |
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| Wealthcare Advisory Partners | 33k | $1.0M | 5% | Mar 2024 |
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| Rehmann Capital Advisory | 32k | $1.0M | 54% | Mar 2024 |
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| Brighton Jones | 28k | $891k | 100% | Mar 2024 |
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| Angeles Wealth Management | 28k | $877k | 100% | Mar 2024 |
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| Baird Financial | 28k | $793k | 100% | Dec 2023 |
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| Orion Portfolio Solutions | 27k | $846k | 49% | Mar 2024 |
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| Atria Wealth Solutions | 24k | $684k | 13% | Dec 2023 |
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| Farther Finance Advisors | 24k | $680k | -4% | Dec 2023 |
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| Annapolis Financial Services | 23k | $739k | -46% | Mar 2024 |
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| Hutchens & Kramer Investment Management Group | 22k | $696k | -15% | Mar 2024 |
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| Susquehanna International | 14k | $450k | -57% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verdad Advisers | Sep 2023 | 252k | $6.5M |
| Savant Capital Management | Dec 2023 | 140k | $4.0M |
| Peninsula Wealth | Dec 2023 | 55k | $1.6M |