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 | 51M | $2.1B | 5% | Jun 2026 |
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| Colony | 22M | $896M | 5% | Jun 2026 |
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| Forum Financial Management | 8.7M | $362M | 2% | Jun 2026 |
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| Pure Financial Advisors | 8.3M | $345M | 6% | Jun 2026 |
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| Apella Capital | 4.1M | $171M | 6% | Jun 2026 |
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| Envestnet Asset Management | 4.1M | $171M | 12% | Jun 2026 |
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| Buckingham Strategic Partners | 3.9M | $161M | 17% | Jun 2026 |
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| Hanson McClain Advisors | 3.6M | $151M | -19% | Jun 2026 |
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| TCI Wealth Advisors | 3.4M | $140M | 33% | Jun 2026 |
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| Foster Group | 3.1M | $131M | 2% | Jun 2026 |
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| Assetmark | 3.1M | $129M | 89821% | Jun 2026 |
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| Petersen Hastings Wealth Advisors | 3.0M | $126M | 2% | Jun 2026 |
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| CI Private Wealth | 2.8M | $118M | -25% | Jun 2026 |
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| Bank Of Montreal | 2.7M | $101M | 100% | Mar 2026 |
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| Alesco Advisors | 2.7M | $111M | 1% | Jun 2026 |
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| Park Avenue Securities | 2.6M | $111M | 7% | Jun 2026 |
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| RW Investment Management | 2.6M | $110M | 2% | Jun 2026 |
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| Aprio Wealth Management | 2.4M | $98M | -4% | Jun 2026 |
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| HB Wealth Management | 2.2M | $93M | 12% | Jun 2026 |
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| Financial Consulate | 2.1M | $88M | 3% | Jun 2026 |
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| UBS Group | 2.1M | $88M | -2% | Jun 2026 |
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| HighTower Advisors | 2.1M | $87M | -1% | Jun 2026 |
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| Beaird Harris Wealth Management | 2.0M | $85M | -4% | Jun 2026 |
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| Beacon Pointe Advisors | 2.0M | $83M | 5% | Jun 2026 |
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| Savant Capital Management | 1.9M | $82M | 205% | Jun 2026 |
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| Root Financial Partners | 1.9M | $79M | 43% | Jun 2026 |
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| Pathstone Holdings | 1.8M | $77M | 3% | Jun 2026 |
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| Vise Technologies | 1.8M | $77M | 80% | Jun 2026 |
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| Raymond James Financial | 1.7M | $73M | 5% | Jun 2026 |
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| Planning Center | 1.7M | $70M | 1% | Jun 2026 |
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| High Probability Advisors | 1.6M | $67M | 6% | Jun 2026 |
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| Bank of America Corporation | 1.5M | $63M | 5% | Jun 2026 |
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| Bouchey Financial | 1.4M | $58M | -36% | Jun 2026 |
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| Hartland & Co | 1.4M | $57M | -50% | Jun 2026 |
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| Satovsky Asset Management | 1.3M | $56M | 3% | Jun 2026 |
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| Retirement Solution | 1.3M | $55M | 0% | Jun 2026 |
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| Vestmark Advisory Solutions | 1.3M | $55M | 0% | Jun 2026 |
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| Leading Edge Financial Planning | 1.3M | $54M | 7% | Jun 2026 |
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| Symmetry Partner | 1.3M | $53M | -2% | Jun 2026 |
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| DiNuzzo Private Wealth | 1.2M | $52M | 1% | Jun 2026 |
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| Market Street Wealth Management Advisors | 1.2M | $51M | 2% | Jun 2026 |
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| Burton Enright Welch | 1.2M | $50M | 7% | Jun 2026 |
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| Meredith Wealth Planning | 1.2M | $50M | -1% | Jun 2026 |
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| Catalyst Capital Advisors | 1.2M | $49M | 0% | Jun 2026 |
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| Millburn Ridgefield | 1.2M | $49M | 0% | Jun 2026 |
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| Greenspring Advisors | 1.2M | $49M | 2% | Jun 2026 |
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| Phillips Financial Management | 1.2M | $49M | -7% | Jun 2026 |
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| Safeguard Investment Advisory Group | 1.2M | $49M | -5% | Jun 2026 |
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| Harbour Investments | 1.1M | $48M | 4% | Jun 2026 |
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| Eqis Capital Management | 1.1M | $47M | -5% | Jun 2026 |
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| Chicago Partners Investment | 1.1M | $46M | 2% | Jun 2026 |
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| Fulton Bank, NA | 1.1M | $46M | 2% | Jun 2026 |
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| Timonier Family Office | 1.1M | $45M | 2% | Jun 2026 |
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| Great Oak Capital Partners | 1.1M | $45M | 2% | Jun 2026 |
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| Mariner Wealth Advisors | 1.0M | $43M | -22% | Jun 2026 |
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| Burns Wealth Management | 1.0M | $37M | 24% | Mar 2026 |
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| Farther Finance Advisors | 910k | $38M | 16% | Jun 2026 |
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| Resources Investment Advisors | 904k | $38M | -2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 899k | $38M | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 898k | $38M | 69% | Jun 2026 |
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| Hippocratic Financial Advisors | 864k | $36M | 5% | Jun 2026 |
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| Integrity Advisory Solutions | 863k | $36M | 12% | Jun 2026 |
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| BKD Wealth Advisors | 853k | $36M | -13% | Jun 2026 |
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| Baird Financial | 851k | $36M | 2% | Jun 2026 |
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| Sequoia Financial Advisors | 825k | $34M | 1% | Jun 2026 |
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| United Wealth Management | 788k | $33M | 2% | Jun 2026 |
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| True Wealth Design | 785k | $33M | 9% | Jun 2026 |
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| GeoWealth Management | 784k | $33M | 3% | Jun 2026 |
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| AE Wealth Management | 779k | $33M | 5% | Jun 2026 |
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| von Borstel & Associates | 768k | $32M | 2% | Jun 2026 |
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| Stolz & Associates, Ps | 763k | $32M | 4% | Jun 2026 |
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| LPL Financial | 724k | $30M | 18% | Jun 2026 |
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| Efficient Advisors | 716k | $26M | -37% | Mar 2026 |
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| Liberty Wealth Management | 701k | $26M | 0% | Jun 2026 |
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| LVZ Advisors | 700k | $29M | 2% | Jun 2026 |
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| WPWealth | 695k | $29M | 4% | Jun 2026 |
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| Discipline Wealth Solutions | 694k | $29M | -3% | Jun 2026 |
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| Arlington Financial Advisors | 692k | $29M | 3% | Jun 2026 |
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| Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 692k | $29M | 2% | Jun 2026 |
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| CVA Family Office | 686k | $29M | 8% | Jun 2026 |
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| Sterling Wealth Management | 671k | $28M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 665k | $28M | 1% | Jun 2026 |
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| Sax Wealth Advisors | 662k | $24M | -6% | Jun 2026 |
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| Jpmorgan Chase & Co | 648k | $27M | 100% | Jun 2026 |
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| Integrity Alliance | 639k | $27M | 0% | Jun 2026 |
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| Three Arch Wealth Management | 625k | $26M | 8% | Jun 2026 |
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| Lutz Financial Services | 609k | $25M | 5% | Jun 2026 |
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| Master's Wealth Management | 603k | $25M | 3% | Jun 2026 |
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| Elser Financial Planning | 589k | $25M | 5% | Jun 2026 |
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| Oceanside Advisors | 584k | $24M | 3% | Jun 2026 |
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| WCG Wealth Advisors | 564k | $24M | 3% | Jun 2026 |
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| Foundry Financial | 558k | $23M | 13% | Jun 2026 |
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| G2 Capital Management, Llc / Oh | 556k | $23M | 2% | Jun 2026 |
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| Opus Capital Group | 549k | $23M | 2% | Jun 2026 |
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| Bridgewater Advisors | 548k | $23M | -43% | Jun 2026 |
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| Premier Financial Group | 545k | $24M | 4% | Mar 2026 |
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| Midwest Heritage Bank | 533k | $22M | 1% | Jun 2026 |
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| Tassel Capital Management | 511k | $21M | 3% | Jun 2026 |
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| Legacy Financial Group | 509k | $21M | 2% | Jun 2026 |
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| Mills Wealth Advisors | 503k | $21M | -1% | Jun 2026 |
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| Private Advisor | 500k | $21M | 156% | Jun 2026 |
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| Goss Wealth Management | 499k | $21M | 4% | Jun 2026 |
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| MB Generational Wealth | 499k | $21M | -7% | Jun 2026 |
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| Cambridge Investment Research Advisors | 493k | $21M | 42% | Jun 2026 |
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| Advisor Group Holdings | 486k | $20M | 13% | Jun 2026 |
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| Scratch Capital | 484k | $20M | 9% | Jun 2026 |
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| Tandemgrowth Financial Advisors | 480k | $20M | 2% | Jun 2026 |
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| HFM Investment Advisors | 479k | $20M | 2% | Jun 2026 |
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| Envision Financial Planning | 476k | $20M | 3% | Jun 2026 |
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| Burk Holdings | 470k | $20M | 21% | Jun 2026 |
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| Intrepid Capital Management | 469k | $20M | 0% | Jun 2026 |
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| Savvy Advisors | 461k | $19M | 6% | Jun 2026 |
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| Syverson Strege & Co | 458k | $19M | 1% | Jun 2026 |
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| Wealth Advisors Northwest | 454k | $19M | 7% | Jun 2026 |
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| Hutchinson Capital Management | 452k | $19M | 1% | Jun 2026 |
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| Stifel Financial | 445k | $19M | -3% | Jun 2026 |
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| Level Financial Advisors | 436k | $18M | 4% | Jun 2026 |
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| Financial Harvest | 425k | $18M | 10% | Jun 2026 |
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| Foundation Wealth Management | 417k | $17M | 10% | Jun 2026 |
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| TCP Asset Management | 412k | $17M | 2% | Jun 2026 |
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| Gail Mannix | 400k | $17M | 1% | Jun 2026 |
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| Pinnacle Wealth Management Advisory | 400k | $17M | 1% | Jun 2026 |
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| Austin Asset Management | 396k | $17M | 3% | Jun 2026 |
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| Entrust Financial | 394k | $16M | -3% | Jun 2026 |
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| 25 | 393k | $16M | 5% | Jun 2026 |
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| Keating Financial Advisory Services | 388k | $16M | 14% | Jun 2026 |
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| Brady Martz Wealth Solutions | 379k | $16M | 5% | Jun 2026 |
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| Gemmer Asset Management | 379k | $16M | 6% | Jun 2026 |
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| Quantinno Capital Management | 375k | $16M | 80% | Jun 2026 |
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| Matauro | 374k | $16M | 5% | Jun 2026 |
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| Parkshore Wealth Management | 372k | $16M | 12% | Jun 2026 |
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| Applied Capital | 370k | $15M | 5% | Jun 2026 |
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| Riverchase Wealth Management | 369k | $15M | 3% | Jun 2026 |
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| HPM Partners | 367k | $15M | 7% | Jun 2026 |
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| Aspen Private Advisors | 351k | $15M | 100% | Jun 2026 |
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| Heritage Wealth Management, Inc./Texas | 346k | $15M | 1% | Jun 2026 |
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| Claris Advisors, Llc / Mo / | 343k | $14M | 4% | Jun 2026 |
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| Action Point Financial Planning | 339k | $14M | 100% | Jun 2026 |
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| Mml Investors Services | 338k | $14M | 31% | Jun 2026 |
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| Moneta Group Investment Advisors | 334k | $14M | 0% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 333k | $14M | 0% | Jun 2026 |
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| Websterrogers Financial Advisors | 332k | $14M | -22% | Jun 2026 |
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| Family Wealth Partners | 321k | $13M | 7% | Jun 2026 |
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| Royal Bank of Canada | 320k | $13M | -21% | Jun 2026 |
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| Dwr Wealth Management | 319k | $13M | 3% | Jun 2026 |
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| Raffa Wealth Management | 318k | $13M | 11% | Jun 2026 |
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| Invst | 297k | $12M | 6% | Jun 2026 |
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| Abel Hall | 294k | $12M | 1% | Jun 2026 |
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| Silver Oak Wealth Advisors Services | 292k | $12M | 2% | Jun 2026 |
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| Kaufman Rossin Wealth | 289k | $12M | 17% | Jun 2026 |
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| Frank. Day | 231k | $9.6M | -23% | Jun 2026 |
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| Kooman & Associates | 163k | $6.8M | -71% | Jun 2026 |
|
| CPA Asset Management | 124k | $5.2M | -62% | Jun 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| GK Wealth Management | Mar 2026 | 310k | $11M |