Who owns DIMENSIONAL ETF TRUST?
- Ticker: DUHP
- CUSIP Number: 25434v831
Tip: Access positions for across all investors
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 |
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Mercer Global Advisors | 26M | $832M | 36% | Mar 2024 |
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Envestnet Asset Management | 26M | $811M | 100% | Mar 2024 |
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Merriman Wealth Management | 8.1M | $256M | 100% | Mar 2024 |
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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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Pure Financial Advisors | 3.4M | $110M | 43% | Jun 2024 |
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Alesco Advisors | 2.6M | $84M | 14% | Mar 2024 |
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CI Private Wealth | 2.5M | $78M | -9% | Mar 2024 |
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HighTower Advisors | 2.3M | $72M | 5% | Mar 2024 |
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Aprio Wealth Management | 2.2M | $71M | -9% | Jun 2024 |
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Wealth Enhancement Advisory Services | 2.1M | $68M | 62% | Jun 2024 |
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LVZ Advisors | 2.0M | $65M | 1% | Jun 2024 |
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Captrust Financial Advisors | 2.0M | $63M | -4% | 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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Bank Of Montreal | 1.8M | $56M | 11% | Mar 2024 |
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Bouchey Financial | 1.7M | $56M | 4% | Jun 2024 |
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UBS Group | 1.6M | $52M | 11592% | Mar 2024 |
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Planning Center | 1.6M | $51M | 2% | Mar 2024 |
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Park Avenue Securities | 1.4M | $46M | 10% | Jun 2024 |
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Resources Investment Advisors | 1.4M | $44M | 100% | Mar 2024 |
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DiNuzzo Private Wealth | 1.3M | $42M | 0% | Mar 2024 |
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Pathstone Holdings | 1.3M | $40M | 15% | Mar 2024 |
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Safeguard Investment Advisory Group | 1.3M | $40M | 10% | Mar 2024 |
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Market Street Wealth Management Advisors | 1.1M | $36M | 6% | Mar 2024 |
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Efficient Advisors | 1.1M | $36M | 1% | Mar 2024 |
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Ullmann Financial | 1.1M | $36M | 4% | Mar 2024 |
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Raymond James Financial Services Advisors | 1.1M | $35M | 7% | Jun 2024 |
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Millburn Ridgefield | 1.0M | $33M | 0% | Mar 2024 |
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Eqis Capital Management | 1.0M | $33M | 100% | Mar 2024 |
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Catalyst Capital Advisors | 1.0M | $33M | -2% | Jun 2024 |
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Commonwealth Equity Services | 1.0M | $32M | 13% | Mar 2024 |
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Financial Consulate | 1.0M | $32M | 0% | Jun 2024 |
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True Wealth Design | 924k | $29M | 15% | Mar 2024 |
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Sax Wealth Advisors | 919k | $29M | 16% | Jun 2024 |
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Sequoia Financial Advisors | 862k | $28M | 4% | Jun 2024 |
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Christopher J. Hasenberg | 862k | $28M | 6% | Jun 2024 |
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Beacon Pointe Advisors | 813k | $26M | 9% | Mar 2024 |
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Liberty Wealth Management | 806k | $26M | -2% | Mar 2024 |
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Grunden Financial Advisory | 794k | $25M | 0% | Mar 2024 |
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Clarius | 793k | $25M | 30% | Jun 2024 |
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BetterWealth | 765k | $25M | 0% | Jun 2024 |
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Retirement Solution | 708k | $23M | -1% | Jun 2024 |
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Chicago Partners Investment | 706k | $21M | 6% | Mar 2024 |
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Vestmark Advisory Solutions | 692k | $22M | 8% | Mar 2024 |
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Great Oak Capital Partners | 668k | $21M | 36% | Mar 2024 |
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Meredith Wealth Planning | 664k | $21M | 15% | Jun 2024 |
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Hanson McClain Advisors | 640k | $21M | 2% | Jun 2024 |
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AlTi Global | 622k | $20M | 31% | Mar 2024 |
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Leading Edge Financial Planning | 607k | $19M | 100% | Mar 2024 |
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Empowered Funds | 601k | $19M | 100% | Mar 2024 |
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Kestra Advisory Services | 591k | $19M | 10% | Mar 2024 |
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Buckingham Strategic Partners | 584k | $19M | 46% | Mar 2024 |
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Bank of America Corporation | 573k | $18M | 54% | Mar 2024 |
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MB Generational Wealth | 546k | $18M | 2% | Jun 2024 |
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Fischer Investment Strategies | 533k | $17M | 11% | Mar 2024 |
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Syverson Strege & Co | 520k | $16M | 1% | Mar 2024 |
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Oceanside Advisors | 513k | $16M | 2% | Jun 2024 |
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Stifel Financial | 511k | $16M | 23% | Mar 2024 |
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Goss Wealth Management | 510k | $16M | 100% | Mar 2024 |
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AE Wealth Management | 476k | $15M | -60% | Mar 2024 |
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Fortress Wealth Management | 471k | $15M | 0% | Jun 2024 |
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Arlington Financial Advisors | 449k | $14M | 1% | Jun 2024 |
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Baird Financial | 442k | $14M | 1496% | 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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Lutz Financial Services | 413k | $13M | 18% | Mar 2024 |
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Websterrogers Financial Advisors | 404k | $13M | 2% | Jun 2024 |
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WCG Wealth Advisors | 400k | $13M | 40% | Mar 2024 |
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Founders Financial Securities | 398k | $13M | -35% | Mar 2024 |
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CPA Asset Management | 395k | $13M | 4% | Jun 2024 |
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Kooman & Associates | 393k | $12M | 1% | Mar 2024 |
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Horizon Investments | 393k | $12M | -35% | Mar 2024 |
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West Financial Advisors | 393k | $13M | 3% | Jun 2024 |
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Gail Mannix | 384k | $12M | -1% | Mar 2024 |
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Satovsky Asset Management | 375k | $12M | -7% | Mar 2024 |
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PBMares Wealth Management | 374k | $12M | 18% | Jun 2024 |
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Pinnacle Wealth Management Advisory | 374k | $12M | -3% | Jun 2024 |
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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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Mariner Wealth Advisors | 352k | $11M | 29% | Mar 2024 |
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Bridgewater Advisors | 351k | $11M | 21% | Mar 2024 |
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TCP Asset Management | 345k | $11M | 3% | Jun 2024 |
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Burns Wealth Management | 341k | $11M | 100% | Mar 2024 |
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Legacy Financial Group | 340k | $11M | 100% | Mar 2024 |
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Phillips Financial Management | 321k | $10M | 25% | Mar 2024 |
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Raymond James & Associates | 314k | $10M | 10% | Jun 2024 |
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Intrepid Capital Management | 302k | $9.5M | 100% | Mar 2024 |
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Royal Bank of Canada | 298k | $9.4M | 37% | Mar 2024 |
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Jpmorgan Chase & Co | 291k | $8.8M | 7% | Mar 2024 |
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Dynamic Advisors Solutions | 287k | $9.2M | 37% | Jun 2024 |
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Level Financial Advisors | 285k | $9.1M | 20% | Jun 2024 |
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Waypoint Capital Advisors | 283k | $9.0M | 23% | Jun 2024 |
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Financial Engines Advisors L.L.C | 280k | $8.9M | 100% | Mar 2024 |
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Gemmer Asset Management | 280k | $8.9M | 30% | Jun 2024 |
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Simplicity Wealth | 276k | $8.8M | 100% | Jun 2024 |
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RFG Advisory | 274k | $8.8M | 1% | Jun 2024 |
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Applied Capital | 268k | $8.5M | 5% | Mar 2024 |
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Abel Hall | 260k | $8.3M | 6% | Jun 2024 |
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Intelligence Driven Advisers | 256k | $8.1M | -5% | Mar 2024 |
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Avondale Wealth Management | 241k | $7.7M | 4% | Jun 2024 |
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RCS Financial Planning | 237k | $7.6M | 25% | Jun 2024 |
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Waycross Investment Management | 232k | $7.3M | 16% | Mar 2024 |
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Morgan Stanley | 232k | $7.3M | 100% | Mar 2024 |
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Crown Wealth Group | 231k | $7.3M | 0% | Mar 2024 |
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Midwest Heritage Bank | 226k | $7.2M | 6% | Jun 2024 |
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Cardiff Park Advisors | 213k | $6.7M | 0% | Mar 2024 |
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Mills Wealth Advisors | 204k | $6.4M | -4% | Mar 2024 |
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Family Wealth Partners | 196k | $6.3M | 14% | Jun 2024 |
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Security Financial Services | 179k | $5.7M | 100% | Jun 2024 |
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Fiduciary Financial Group | 175k | $5.8M | 100% | Jun 2024 |
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Walden Wealth Partners | 174k | $5.6M | 1% | Jun 2024 |
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Claris Advisors, Llc / Mo / | 166k | $5.3M | 9% | Mar 2024 |
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LPL Financial | 162k | $5.1M | 100% | Mar 2024 |
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Equitable Holdings | 151k | $4.8M | 87% | Mar 2024 |
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Waterfront Wealth | 141k | $4.3M | -8% | Mar 2024 |
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Advisor Group Holdings | 133k | $4.2M | 24% | Mar 2024 |
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Envision Financial Planning | 132k | $4.2M | 16% | Mar 2024 |
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Rockefeller Capital Management | 125k | $4.0M | -22% | Mar 2024 |
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Integrated Wealth Concepts | 125k | $3.9M | 100% | Mar 2024 |
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Renaissance Technologies | 116k | $3.7M | -44% | Mar 2024 |
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Helen Stephens Group | 115k | $3.7M | 0% | Jun 2024 |
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Kingsview Wealth Management | 114k | $3.6M | 2% | Mar 2024 |
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L & S Advisors | 108k | $3.4M | 100% | Mar 2024 |
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EverSource Wealth Advisors | 95k | $2.9M | 66% | Mar 2024 |
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Carlson Capital Management | 92k | $3.0M | -4% | Jun 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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Investmark Advisory Group | 87k | $2.8M | 100% | Mar 2024 |
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Krasney Financial | 84k | $2.6M | 2% | Mar 2024 |
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Viawealth | 82k | $2.6M | 13% | Mar 2024 |
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Main Street Financial Solutions | 73k | $2.3M | 5% | Mar 2024 |
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WESCAP Management | 72k | $2.3M | 100% | Mar 2024 |
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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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Mml Investors Services | 65k | $2.1M | 12% | Mar 2024 |
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Firethorn Wealth Partners | 64k | $2.0M | 14% | Jun 2024 |
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Ronald Blue Trust | 63k | $2.0M | 0% | Jun 2024 |
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CVA Family Office | 63k | $2.0M | 21% | Jun 2024 |
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Private Advisor | 62k | $2.0M | 37% | Mar 2024 |
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Schubert & Co | 59k | $1.9M | 4% | Mar 2024 |
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SageView Advisory Group | 58k | $1.8M | -3% | Mar 2024 |
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Peninsula Wealth | 56k | $1.8M | 2% | Mar 2024 |
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Branch Banking & Trust Company | 55k | $1.7M | -6% | Mar 2024 |
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Citadel Advisors | 55k | $1.7M | -12% | Mar 2024 |
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American Investment Services | 55k | $1.7M | 7% | Mar 2024 |
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Apella Capital | 55k | $1.8M | 100% | Jun 2024 |
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Who sold out of Dimensional Etf Trust?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Savant Capital Management | Dec 2023 | 140k | $4.0M |
Jane Street | Dec 2023 | 130k | $3.7M |
Lincoln National | Mar 2024 | 107k | $3.4M |