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 | 43M | $1.6B | 6% | Sep 2025 |
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| Colony | 19M | $703M | 3% | Sep 2025 |
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| Forum Financial Management | 8.0M | $305M | 6% | Dec 2025 |
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| Pure Financial Advisors | 7.6M | $287M | 9% | Dec 2025 |
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| Envestnet Asset Management | 3.0M | $114M | -92% | Sep 2025 |
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| Foster Group | 3.0M | $113M | 4% | Dec 2025 |
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| Hanson McClain Advisors | 3.0M | $112M | 187% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.8M | $108M | 0% | Dec 2025 |
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| Alesco Advisors | 2.6M | $100M | 0% | Dec 2025 |
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| Buckingham Strategic Partners | 2.5M | $94M | 10% | Sep 2025 |
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| Aprio Wealth Management | 2.5M | $94M | 4% | Dec 2025 |
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| RW Investment Management | 2.4M | $92M | 127% | Sep 2025 |
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| HighTower Advisors | 2.3M | $88M | 1% | Sep 2025 |
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| Apella Capital | 2.3M | $86M | 21% | Sep 2025 |
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| Park Avenue Securities | 2.3M | $87M | 6% | Dec 2025 |
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| TCI Wealth Advisors | 2.2M | $83M | 22% | Dec 2025 |
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| Bouchey Financial | 2.1M | $82M | 1% | Dec 2025 |
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| Financial Consulate | 2.0M | $76M | 1% | Dec 2025 |
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| UBS Group | 1.9M | $74M | 10% | Dec 2025 |
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| Raymond James Financial | 1.9M | $71M | -5% | Sep 2025 |
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| Beaird Harris Wealth Management | 1.9M | $70M | 21% | Sep 2025 |
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| HB Wealth Management | 1.8M | $70M | 19% | Dec 2025 |
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| LVZ Advisors | 1.8M | $69M | 1% | Dec 2025 |
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| Captrust Financial Advisors | 1.7M | $66M | 0% | Sep 2025 |
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| CI Private Wealth | 1.7M | $66M | -40% | Sep 2025 |
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| Pathstone Holdings | 1.7M | $64M | 4% | Sep 2025 |
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| Planning Center | 1.6M | $62M | -6% | Dec 2025 |
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| High Probability Advisors | 1.5M | $58M | 3% | Dec 2025 |
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| Eqis Capital Management | 1.4M | $53M | -5% | Dec 2025 |
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| Phillips Financial Management | 1.3M | $51M | 10% | Dec 2025 |
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| Safeguard Investment Advisory Group | 1.3M | $50M | -6% | Sep 2025 |
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| Clarius | 1.3M | $50M | 2% | Dec 2025 |
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| Retirement Solution | 1.3M | $49M | 1% | Dec 2025 |
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| Satovsky Asset Management | 1.3M | $48M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 1.3M | $47M | -9% | Sep 2025 |
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| Vestmark Advisory Solutions | 1.2M | $47M | 5% | Dec 2025 |
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| Symmetry Partner | 1.2M | $47M | 100% | Dec 2025 |
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| DiNuzzo Private Wealth | 1.2M | $46M | -2% | Dec 2025 |
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| Market Street Wealth Management Advisors | 1.2M | $45M | 3% | Dec 2025 |
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| Efficient Advisors | 1.1M | $43M | -15% | Dec 2025 |
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| Wealthstream Advisors | 1.1M | $42M | 4% | Sep 2025 |
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| BKD Wealth Advisors | 1.1M | $42M | -9% | Sep 2025 |
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| AlTi Global | 1.1M | $42M | -31% | Sep 2025 |
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| Chicago Partners Investment | 1.1M | $41M | 1% | Dec 2025 |
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| Leading Edge Financial Planning | 1.1M | $40M | 10% | Dec 2025 |
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| Timonier Family Office | 1.1M | $40M | 5% | Dec 2025 |
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| Beacon Pointe Advisors | 1.0M | $39M | 15% | Sep 2025 |
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| Fulton Bank, NA | 1.0M | $39M | 7% | Dec 2025 |
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| Great Oak Capital Partners | 1.0M | $38M | 1% | Dec 2025 |
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| Grunden Financial Advisory | 987k | $38M | 2% | Dec 2025 |
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| Millburn Ridgefield | 986k | $38M | 0% | Dec 2025 |
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| Catalyst Capital Advisors | 986k | $37M | -7% | Sep 2025 |
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| Resources Investment Advisors | 980k | $37M | -3% | Sep 2025 |
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| Sequoia Financial Advisors | 925k | $35M | 1% | Sep 2025 |
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| Bridgewater Advisors | 912k | $35M | 8% | Dec 2025 |
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| Meredith Wealth Planning | 876k | $33M | 0% | Dec 2025 |
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| Burns Wealth Management | 822k | $31M | 9% | Dec 2025 |
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| Root Financial Partners | 779k | $29M | 77% | Sep 2025 |
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| Farther Finance Advisors | 768k | $29M | 819% | Dec 2025 |
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| Hippocratic Financial Advisors | 766k | $29M | 8% | Dec 2025 |
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| Baird Financial | 760k | $29M | 10% | Sep 2025 |
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| Goss Wealth Management | 731k | $28M | -8% | Sep 2025 |
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| United Wealth Management | 729k | $28M | 1% | Sep 2025 |
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| GeoWealth Management | 722k | $27M | 0% | Sep 2025 |
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| Sax Wealth Advisors | 709k | $27M | 3% | Dec 2025 |
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| von Borstel & Associates | 707k | $27M | 3% | Sep 2025 |
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| AE Wealth Management | 705k | $27M | -4% | Dec 2025 |
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| Liberty Wealth Management | 698k | $27M | -4% | Dec 2025 |
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| True Wealth Design | 695k | $26M | -1% | Dec 2025 |
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| Integrity Advisory Solutions | 692k | $26M | 100% | Dec 2025 |
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| Stolz & Associates, Ps | 688k | $26M | 100% | Dec 2025 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 670k | $26M | -3% | Dec 2025 |
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| PBMares Wealth Management | 663k | $25M | 13% | Sep 2025 |
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| Commonwealth Equity Services | 628k | $24M | -1% | Sep 2025 |
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| Integrity Alliance | 616k | $23M | 11% | Dec 2025 |
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| Arlington Financial Advisors | 602k | $23M | 1% | Dec 2025 |
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| Ullmann Financial | 574k | $22M | -31% | Sep 2025 |
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| Master's Wealth Management | 555k | $21M | 8% | Dec 2025 |
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| Kooman & Associates | 553k | $21M | 5% | Dec 2025 |
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| LPL Financial | 551k | $21M | 18% | Sep 2025 |
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| Oceanside Advisors | 542k | $21M | 0% | Dec 2025 |
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| G2 Capital Management, Llc / Oh | 538k | $20M | 4% | Dec 2025 |
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| Opus Capital Group | 535k | $20M | 1% | Dec 2025 |
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| Sterling Wealth Management | 530k | $20M | 16% | Sep 2025 |
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| MB Generational Wealth | 525k | $20M | 100% | Sep 2025 |
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| Premier Financial Group | 524k | $20M | 1% | Dec 2025 |
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| CVA Family Office | 522k | $20M | 123% | Dec 2025 |
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| WPWealth | 517k | $20M | 100% | Sep 2025 |
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| Lutz Financial Services | 514k | $19M | 5% | Sep 2025 |
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| WCG Wealth Advisors | 503k | $19M | 3% | Sep 2025 |
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| Mills Wealth Advisors | 500k | $19M | 7% | Dec 2025 |
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| Integrated Wealth Concepts | 496k | $19M | 1% | Sep 2025 |
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| Royal Bank of Canada | 496k | $19M | -4% | Sep 2025 |
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| Midwest Heritage Bank | 488k | $19M | 1% | Dec 2025 |
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| Legacy Financial Group | 488k | $19M | 5% | Dec 2025 |
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| Fortress Wealth Management | 482k | $18M | 2% | Sep 2025 |
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| Asset Planning Corporation | 477k | $18M | 3% | Sep 2025 |
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| Advisor Group Holdings | 472k | $18M | 34% | Sep 2025 |
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| Stifel Financial | 469k | $18M | -2% | Sep 2025 |
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| Jpmorgan Chase & Co | 465k | $17M | 100% | Sep 2025 |
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| Tassel Capital Management | 457k | $17M | 3% | Sep 2025 |
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| Intrepid Capital Management | 456k | $17M | 9% | Sep 2025 |
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| HFM Investment Advisors | 447k | $17M | 3% | Sep 2025 |
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| Syverson Strege & Co | 443k | $17M | -5% | Dec 2025 |
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| Hutchinson Capital Management | 435k | $16M | 2% | Sep 2025 |
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| Envision Financial Planning | 432k | $16M | 6% | Sep 2025 |
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| Matauro | 412k | $16M | 2% | Dec 2025 |
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| Websterrogers Financial Advisors | 408k | $16M | 1% | Dec 2025 |
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| Level Financial Advisors | 405k | $15M | 5% | Dec 2025 |
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| TCP Asset Management | 402k | $15M | 4% | Dec 2025 |
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| Pinnacle Wealth Management Advisory | 398k | $15M | 0% | Dec 2025 |
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| Gail Mannix | 397k | $15M | 0% | Sep 2025 |
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| Wealth Advisors Northwest | 394k | $15M | 13% | Dec 2025 |
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| CPA Asset Management | 393k | $15M | -8% | Dec 2025 |
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| Scratch Capital | 393k | $15M | 10% | Dec 2025 |
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| Austin Asset Management | 373k | $14M | 3% | Dec 2025 |
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| Savvy Advisors | 358k | $14M | 3% | Dec 2025 |
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| Summit Wealth Group Llc / Co | 356k | $14M | 100% | Dec 2025 |
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| Gemmer Asset Management | 350k | $13M | 3% | Dec 2025 |
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| 25 | 349k | $13M | 1576% | Dec 2025 |
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| Burk Holdings | 345k | $13M | 7% | Sep 2025 |
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| Applied Capital | 338k | $13M | 2% | Dec 2025 |
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| RFG Advisory | 335k | $13M | 1% | Sep 2025 |
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| Foundation Wealth Management | 333k | $13M | 17% | Dec 2025 |
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| Financial Harvest | 327k | $12M | 10% | Sep 2025 |
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| Vise Technologies | 326k | $12M | 100% | Sep 2025 |
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| Riverchase Wealth Management | 325k | $12M | 0% | Dec 2025 |
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| Claris Advisors, Llc / Mo / | 322k | $12M | 7% | Dec 2025 |
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| Moneta Group Investment Advisors | 321k | $12M | 100% | Sep 2025 |
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| Brady Martz Wealth Solutions | 321k | $12M | 11% | Dec 2025 |
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| Heritage Wealth Management, Inc./Texas | 315k | $12M | 5% | Sep 2025 |
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| Discipline Wealth Solutions | 294k | $11M | 455% | Dec 2025 |
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| CLS Investments | 291k | $11M | 7% | Sep 2025 |
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| Silver Oak Wealth Advisors Services | 284k | $11M | -3% | Dec 2025 |
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| Abel Hall | 283k | $11M | 6% | Sep 2025 |
|
| Financial Engines Advisors L.L.C | 281k | $11M | 9% | Sep 2025 |
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| Weinberger Asset Management | 273k | $10M | 4% | Sep 2025 |
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| EverSource Wealth Advisors | 270k | $10M | 12% | Dec 2025 |
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| Invst | 269k | $10M | 32% | Sep 2025 |
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| RCS Financial Planning | 267k | $10M | 0% | Dec 2025 |
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| Edge Financial Advisors | 266k | $10M | 5% | Dec 2025 |
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| Tableaux | 265k | $10M | 48% | Sep 2025 |
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| Family Wealth Partners | 256k | $9.7M | -3% | Dec 2025 |
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| Binnacle Investments | 247k | $9.3M | 4% | Sep 2025 |
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| Vance Wealth | 245k | $9.2M | 3% | Sep 2025 |
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| REDW Stanley Financial Advisors | 244k | $9.3M | 0% | Dec 2025 |
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| Vestment Financial | 242k | $9.4M | 4% | Dec 2025 |
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| Fiduciary Financial Group | 240k | $9.1M | 2% | Dec 2025 |
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| Arkadios Wealth Advisors | 237k | $9.0M | 7% | Sep 2025 |
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| Dynamic Advisors Solutions | 236k | $9.0M | -38% | Dec 2025 |
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| Strategic Investment Solutions | 172k | $6.5M | -34% | Sep 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mach-1 Financial Group | Sep 2025 | 621k | $24M |
| Founders Financial Securities | Jun 2025 | 511k | $18M |
| My Personal CFO | Sep 2025 | 284k | $11M |