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 | 49M | $1.8B | 9% | Mar 2026 |
|
| Colony | 19M | $734M | 4% | Dec 2025 |
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| Forum Financial Management | 8.5M | $311M | 6% | Mar 2026 |
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| Pure Financial Advisors | 7.8M | $288M | 4% | Mar 2026 |
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| Apella Capital | 3.9M | $153M | 50% | Mar 2026 |
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| CI Private Wealth | 3.8M | $138M | 26% | Mar 2026 |
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| Envestnet Asset Management | 3.7M | $134M | 19% | Mar 2026 |
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| Buckingham Strategic Partners | 3.3M | $121M | 18% | Mar 2026 |
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| Hanson McClain Advisors | 3.1M | $118M | 5% | Dec 2025 |
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| Foster Group | 3.1M | $113M | 3% | Mar 2026 |
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| Petersen Hastings Wealth Advisors | 3.0M | $109M | 100% | Mar 2026 |
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| Bank Of Montreal | 2.7M | $101M | 100% | Mar 2026 |
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| Hartland & Co | 2.7M | $100M | 100% | Mar 2026 |
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| Alesco Advisors | 2.6M | $97M | 1% | Mar 2026 |
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| RW Investment Management | 2.6M | $95M | 6% | Mar 2026 |
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| TCI Wealth Advisors | 2.5M | $93M | 15% | Mar 2026 |
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| Park Avenue Securities | 2.5M | $91M | 8% | Mar 2026 |
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| Aprio Wealth Management | 2.5M | $90M | 0% | Mar 2026 |
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| Bouchey Financial | 2.2M | $82M | 1% | Mar 2026 |
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| UBS Group | 2.1M | $79M | 11% | Mar 2026 |
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| HighTower Advisors | 2.1M | $78M | -10% | Mar 2026 |
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| Beaird Harris Wealth Management | 2.0M | $78M | 10% | Dec 2025 |
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| Financial Consulate | 2.0M | $75M | 3% | Mar 2026 |
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| HB Wealth Management | 2.0M | $73M | 9% | Mar 2026 |
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| Raymond James Financial | 1.9M | $71M | 0% | Dec 2025 |
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| Pathstone Holdings | 1.8M | $66M | 3% | Mar 2026 |
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| Planning Center | 1.7M | $61M | 2% | Mar 2026 |
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| Beacon Pointe Advisors | 1.6M | $60M | 52% | Dec 2025 |
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| High Probability Advisors | 1.5M | $56M | 0% | Mar 2026 |
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| Bank of America Corporation | 1.4M | $52M | 100% | Mar 2026 |
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| Root Financial Partners | 1.3M | $49M | 21% | Mar 2026 |
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| Mariner Wealth Advisors | 1.3M | $49M | 9% | Mar 2026 |
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| Clarius | 1.3M | $50M | 2% | Dec 2025 |
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| Retirement Solution | 1.3M | $48M | 1% | Mar 2026 |
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| Vestmark Advisory Solutions | 1.3M | $48M | 5% | Mar 2026 |
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| Symmetry Partner | 1.3M | $47M | 6% | Mar 2026 |
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| Satovsky Asset Management | 1.3M | $48M | 1% | Dec 2025 |
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| Phillips Financial Management | 1.2M | $46M | -7% | Mar 2026 |
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| Safeguard Investment Advisory Group | 1.2M | $45M | -3% | Mar 2026 |
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| DiNuzzo Private Wealth | 1.2M | $45M | 0% | Mar 2026 |
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| Leading Edge Financial Planning | 1.2M | $44M | 14% | Mar 2026 |
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| Meredith Wealth Planning | 1.2M | $44M | 37% | Mar 2026 |
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| Market Street Wealth Management Advisors | 1.2M | $44M | 0% | Mar 2026 |
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| Eqis Capital Management | 1.2M | $44M | -14% | Mar 2026 |
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| Millburn Ridgefield | 1.2M | $43M | 19% | Mar 2026 |
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| Catalyst Capital Advisors | 1.2M | $43M | 19% | Mar 2026 |
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| Greenspring Advisors | 1.1M | $42M | 3% | Mar 2026 |
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| Burton Enright Welch | 1.1M | $41M | 3% | Mar 2026 |
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| Harbour Investments | 1.1M | $40M | 80% | Mar 2026 |
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| Chicago Partners Investment | 1.1M | $43M | 3% | Mar 2026 |
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| Fulton Bank, NA | 1.1M | $40M | 4% | Mar 2026 |
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| Timonier Family Office | 1.1M | $40M | 5% | Dec 2025 |
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| Great Oak Capital Partners | 1.0M | $40M | 4% | Mar 2026 |
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| Vise Technologies | 1.0M | $39M | 0% | Mar 2026 |
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| Burns Wealth Management | 1.0M | $37M | 24% | Mar 2026 |
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| Grunden Financial Advisory | 987k | $38M | 2% | Dec 2025 |
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| BKD Wealth Advisors | 976k | $36M | -4% | Mar 2026 |
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| Resources Investment Advisors | 920k | $34M | -2% | Mar 2026 |
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| Bridgewater Advisors | 912k | $35M | 8% | Dec 2025 |
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| Hippocratic Financial Advisors | 825k | $30M | 8% | Mar 2026 |
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| Sequoia Financial Advisors | 820k | $30M | -4% | Mar 2026 |
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| Baird Financial | 806k | $31M | 6% | Dec 2025 |
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| Farther Finance Advisors | 781k | $29M | 2% | Mar 2026 |
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| United Wealth Management | 775k | $29M | 3% | Mar 2026 |
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| Integrity Advisory Solutions | 771k | $28M | 11% | Mar 2026 |
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| GeoWealth Management | 761k | $28M | 4% | Mar 2026 |
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| von Borstel & Associates | 753k | $28M | 5% | Mar 2026 |
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| AE Wealth Management | 745k | $27M | 6% | Mar 2026 |
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| Stolz & Associates, Ps | 736k | $29M | 7% | Mar 2026 |
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| True Wealth Design | 721k | $27M | 4% | Mar 2026 |
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| Discipline Wealth Solutions | 718k | $26M | 144% | Mar 2026 |
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| Efficient Advisors | 716k | $26M | -37% | Mar 2026 |
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| Sax Wealth Advisors | 707k | $27M | 0% | Mar 2026 |
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| Liberty Wealth Management | 701k | $26M | 1% | Mar 2026 |
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| LVZ Advisors | 687k | $25M | -62% | Mar 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 678k | $25M | 1% | Mar 2026 |
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| Arlington Financial Advisors | 673k | $25M | 12% | Mar 2026 |
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| WPWealth | 671k | $25M | 11% | Mar 2026 |
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| Commonwealth Equity Services | 655k | $24M | 3% | Mar 2026 |
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| Sterling Wealth Management | 647k | $24M | 6% | Mar 2026 |
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| Integrity Alliance | 642k | $24M | 4% | Mar 2026 |
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| Savant Capital Management | 635k | $23M | -38% | Mar 2026 |
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| CVA Family Office | 634k | $23M | 22% | Mar 2026 |
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| LPL Financial | 614k | $23M | 0% | Mar 2026 |
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| Master's Wealth Management | 584k | $22M | 5% | Mar 2026 |
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| Three Arch Wealth Management | 579k | $21M | 100% | Mar 2026 |
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| Advisor Group Holdings | 579k | $22M | 23% | Dec 2025 |
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| Lutz Financial Services | 578k | $21M | 3% | Mar 2026 |
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| Kooman & Associates | 565k | $21M | 2% | Mar 2026 |
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| Oceanside Advisors | 565k | $21M | 4% | Mar 2026 |
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| Elser Financial Planning | 562k | $21M | 100% | Mar 2026 |
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| WCG Wealth Advisors | 549k | $20M | 5% | Mar 2026 |
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| G2 Capital Management, Llc / Oh | 546k | $20M | 1% | Mar 2026 |
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| Premier Financial Group | 545k | $24M | 4% | Mar 2026 |
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| Opus Capital Group | 539k | $20M | 1% | Mar 2026 |
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| MB Generational Wealth | 538k | $20M | -4% | Mar 2026 |
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| Integrated Wealth Concepts | 532k | $20M | 38% | Mar 2026 |
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| Midwest Heritage Bank | 528k | $19M | 8% | Mar 2026 |
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| Mills Wealth Advisors | 510k | $19M | 2% | Mar 2026 |
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| Legacy Financial Group | 501k | $18M | 3% | Mar 2026 |
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| Foundry Financial | 495k | $18M | 100% | Mar 2026 |
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| Tassel Capital Management | 494k | $18M | 4% | Mar 2026 |
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| Goss Wealth Management | 480k | $18M | -10% | Mar 2026 |
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| Tandemgrowth Financial Advisors | 473k | $17M | 100% | Mar 2026 |
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| Intrepid Capital Management | 471k | $17M | 2% | Mar 2026 |
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| HFM Investment Advisors | 470k | $17M | 4% | Mar 2026 |
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| Envision Financial Planning | 461k | $17M | 5% | Mar 2026 |
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| Stifel Financial | 457k | $17M | -2% | Mar 2026 |
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| Syverson Strege & Co | 456k | $17M | 3% | Mar 2026 |
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| Hutchinson Capital Management | 448k | $17M | 0% | Mar 2026 |
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| Scratch Capital | 442k | $16M | 13% | Mar 2026 |
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| Savvy Advisors | 436k | $16M | 22% | Mar 2026 |
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| Websterrogers Financial Advisors | 428k | $16M | 5% | Mar 2026 |
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| Wealth Advisors Northwest | 423k | $16M | 7% | Mar 2026 |
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| Level Financial Advisors | 419k | $15M | 3% | Mar 2026 |
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| Entrust Financial | 406k | $15M | 100% | Mar 2026 |
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| TCP Asset Management | 406k | $15M | 1% | Mar 2026 |
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| Royal Bank of Canada | 404k | $15M | -19% | Mar 2026 |
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| Pinnacle Wealth Management Advisory | 396k | $15M | 0% | Mar 2026 |
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| Gail Mannix | 396k | $15M | 0% | Mar 2026 |
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| Burk Holdings | 389k | $14M | 5% | Mar 2026 |
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| Financial Harvest | 386k | $14M | 9% | Mar 2026 |
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| Austin Asset Management | 386k | $14M | 3% | Mar 2026 |
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| Foundation Wealth Management | 379k | $14M | 14% | Mar 2026 |
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| 25 | 372k | $14M | 7% | Mar 2026 |
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| Brady Martz Wealth Solutions | 361k | $13M | 12% | Mar 2026 |
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| Gemmer Asset Management | 358k | $13M | 2% | Mar 2026 |
|
| Riverchase Wealth Management | 357k | $13M | 10% | Mar 2026 |
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| Matauro | 357k | $13M | -13% | Mar 2026 |
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| Applied Capital | 352k | $13M | 4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 346k | $13M | 149% | Mar 2026 |
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| HPM Partners | 344k | $13M | 1772% | Mar 2026 |
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| SB Capital Management | 343k | $13M | 100% | Dec 2025 |
|
| Heritage Wealth Management, Inc./Texas | 341k | $13M | 4% | Mar 2026 |
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| Keating Financial Advisory Services | 339k | $13M | 100% | Mar 2026 |
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| Summit Wealth Group Llc / Co | 334k | $12M | -6% | Mar 2026 |
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| Moneta Group Investment Advisors | 333k | $12M | 2% | Mar 2026 |
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| Parkshore Wealth Management | 332k | $12M | 23% | Mar 2026 |
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| Claris Advisors, Llc / Mo / | 329k | $12M | 2% | Mar 2026 |
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| CPA Asset Management | 324k | $12M | -18% | Mar 2026 |
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| GK Wealth Management | 310k | $11M | 100% | Mar 2026 |
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| Dwr Wealth Management | 310k | $11M | 100% | Mar 2026 |
|
| Frank. Day | 302k | $12M | 1% | Mar 2026 |
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| Family Wealth Partners | 299k | $11M | 17% | Mar 2026 |
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| Abel Hall | 291k | $11M | 3% | Mar 2026 |
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| Ubs Global Asset Management Americas | 288k | $11M | 100% | Mar 2026 |
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| Silver Oak Wealth Advisors Services | 286k | $11M | 1% | Mar 2026 |
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| RFG Advisory | 285k | $11M | -16% | Mar 2026 |
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| Invst | 280k | $10M | -1% | Mar 2026 |
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| Weinberger Asset Management | 272k | $10M | 2% | Mar 2026 |
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| Arkadios Wealth Advisors | 269k | $9.9M | -3% | Mar 2026 |
|
| Financial Engines Advisors L.L.C | 261k | $9.9M | -7% | Dec 2025 |
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| CLS Investments | 255k | $9.4M | -17% | Mar 2026 |
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| Ullmann Financial | 181k | $6.7M | -34% | Mar 2026 |
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| AlTi Global | 176k | $6.5M | -83% | Mar 2026 |
|
| Captrust Financial Advisors | 94k | $3.6M | -95% | Dec 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.8M | $108M |
| Jpmorgan Chase & Co | Sep 2025 | 465k | $17M |