Who owns DIMENSIONAL ETF TRUST?

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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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Envestnet Asset Management 17M $445M 18% Sep 2023
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Merriman Wealth Management 7.8M $200M 0% Sep 2023
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Forum Financial Management 7.2M $206M 5% Dec 2023
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Vista Wealth Management Group 6.7M $192M 2% Dec 2023
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Strategic Investment Solutions 6.4M $163M 8901% Sep 2023
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CI Private Wealth 2.7M $77M 205% Dec 2023
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Alesco Advisors 2.3M $66M 100% Dec 2023
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HighTower Advisors 2.2M $62M 0% Dec 2023
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Captrust Financial Advisors 2.1M $59M -2% Dec 2023
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Aprio Wealth Management 1.9M $55M 2% Dec 2023
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Pure Financial Advisors 1.9M $54M 49% Dec 2023
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BKD Wealth Advisors 1.8M $53M 3% Dec 2023
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Planning Center 1.6M $46M 0% Dec 2023
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Bank Of Montreal 1.6M $46M 30% Dec 2023
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Bouchey Financial 1.6M $45M 38% Dec 2023
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Carlson Capital Management 1.5M $43M 2% Dec 2023
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DiNuzzo Private Wealth 1.3M $38M 100% Dec 2023
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AE Wealth Management 1.2M $35M 12% Dec 2023
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3D/L Capital Management 1.2M $31M -7% Sep 2023
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LVZ Advisors 1.2M $33M -2% Dec 2023
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Park Avenue Securities 1.1M $33M 9% Dec 2023
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Safeguard Investment Advisory Group 1.1M $33M 8% Dec 2023
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Efficient Advisors 1.1M $32M 0% Dec 2023
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Pathstone Family Office 1.1M $28M -52% Sep 2023
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Pathstone Holdings 1.1M $31M 100% Dec 2023
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Catalyst Capital Advisors 1.1M $28M 100% Sep 2023
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Ullmann Financial 1.1M $31M 9% Dec 2023
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Market Street Wealth Management Advisors 1.1M $31M 100% Dec 2023
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Paragon Wealth Strategies 1.1M $31M 100% Dec 2023
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Millburn Ridgefield 1.0M $30M -5% Dec 2023
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Financial Consulate 990k $28M -1% Dec 2023
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Raymond James Financial Services Advisors 933k $27M 111% Dec 2023
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Commonwealth Equity Services 911k $26M 2% Dec 2023
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Liberty Wealth Management 827k $24M -1% Dec 2023
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True Wealth Design 802k $23M 11% Dec 2023
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Grunden Financial Advisory 792k $23M 100% Dec 2023
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Sequoia Financial Advisors 791k $23M 17% Dec 2023
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BetterWealth 772k $22M -1% Dec 2023
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Buckingham Asset Management 751k $22M 217% Dec 2023
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Beacon Pointe Advisors 746k $21M 19% Dec 2023
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Retirement Solution 716k $21M 1% Dec 2023
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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 631k $18M 3% Dec 2023
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Chicago Partners Investment 614k $16M 19% Sep 2023
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Founders Financial Securities 613k $18M 4% Dec 2023
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Horizon Investments 607k $17M 4% Dec 2023
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Kestra Advisory Services 537k $15M 111% Dec 2023
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Meredith Wealth Planning 524k $15M 133% Dec 2023
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Leading Edge Financial Planning 522k $13M 0% Sep 2023
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Syverson Strege & Co 515k $15M -2% Dec 2023
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Triad Financial Advisors 511k $13M 47% Sep 2023
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Oceanside Advisors 495k $14M 100% Dec 2023
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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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MB Generational Wealth 464k $13M 100% Dec 2023
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Fortress Wealth Management 461k $13M 245% Dec 2023
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Wealth Enhancement Advisory Services 428k $12M -1% Dec 2023
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Stifel Financial 414k $12M 4% Dec 2023
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Satovsky Asset Management 402k $12M 6% Dec 2023
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Buckingham Strategic Partners 401k $12M 112% Dec 2023
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Kooman & Associates 391k $11M 2% Dec 2023
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Gail Mannix 387k $11M 1% Dec 2023
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Pinnacle Wealth Management Advisory 387k $11M 1% Dec 2023
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West Financial Advisors 373k $11M 12% Dec 2023
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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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Aveo Capital Partners 358k $10M 5% Dec 2023
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Lutz Financial Services 350k $10M 68% Dec 2023
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Websterrogers Financial Advisors 329k $8.4M 24% Sep 2023
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REDW Stanley Financial Advisors 325k $9.3M 8% Dec 2023
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TCI Wealth Advisors 316k $9.0M 11% Dec 2023
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Bridgewater Advisors 291k $8.3M 52% Dec 2023
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Intrepid Capital Management 287k $7.4M -2% Sep 2023
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WCG Wealth Advisors 286k $8.2M 7% Dec 2023
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RFG Advisory 275k $7.9M 1% Dec 2023
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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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TCP Asset Management 270k $7.7M 5% Dec 2023
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Intelligence Driven Advisers 269k $7.9M 100% Dec 2023
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Legacy Financial Group 266k $6.8M 15% Sep 2023
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Phillips Financial Management 257k $7.4M 27% Dec 2023
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PBMares Wealth Management 256k $7.3M 47% Dec 2023
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Applied Capital 255k $7.3M 2% Dec 2023
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RCS Financial Planning 232k $6.6M 0% Dec 2023
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Crown Wealth Group 231k $6.6M -12% Dec 2023
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Avondale Wealth Management 225k $6.4M 29% Dec 2023
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Burns Wealth Management 219k $5.6M 10% Sep 2023
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Royal Bank of Canada 217k $6.2M 158% Dec 2023
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Cardiff Park Advisors 213k $6.1M -1% Dec 2023
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Waycross Investment Management 199k $5.7M 0% Dec 2023
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Dynamic Advisors Solutions 199k $5.6M 15% Dec 2023
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Waypoint Capital Advisors 192k $5.5M 3% Dec 2023
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Raymond James & Associates 186k $5.3M 100% Dec 2023
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Level Financial Advisors 172k $4.9M 16% Dec 2023
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Goss Wealth Management 171k $4.4M 49% Sep 2023
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Midwest Heritage Bank 164k $4.7M 9% Dec 2023
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Rockefeller Capital Management 160k $4.6M 8% Dec 2023
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Gemmer Asset Management 158k $4.5M 161% Dec 2023
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Claris Advisors, Llc / Mo / 153k $4.4M 17% Dec 2023
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Waterfront Wealth 153k $4.4M -1% Dec 2023
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Hutchinson Capital Management 151k $4.3M 17% Dec 2023
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Landmark Financial Advisors 149k $3.8M 9% Sep 2023
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Steward Financial Group 142k $3.6M 43% Sep 2023
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Savant Capital Management 140k $4.0M 100% Dec 2023
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Jane Street 130k $3.7M -15% Dec 2023
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Integrated Wealth Concepts 123k $3.2M 0% Sep 2023
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Helen Stephens Group 120k $3.4M 0% Dec 2023
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LPL Financial 118k $3.0M -20% Sep 2023
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Envision Financial Planning 114k $3.3M 21% Dec 2023
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Kingsview Wealth Management 111k $3.2M -14% Dec 2023
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L & S Advisors 107k $2.8M 42% Sep 2023
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Advisor Group Holdings 107k $3.0M -76% Dec 2023
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Lincoln National 102k $2.9M 6% Dec 2023
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Cambridge Investment Research Advisors 89k $2.5M 25% Dec 2023
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Tortoise Investment Management 85k $2.6M 4% Dec 2023
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Krasney Financial 82k $2.3M -3% Dec 2023
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Investmark Advisory Group 81k $2.1M 7% Sep 2023
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Wealthsource Partners 76k $2.2M -2% Dec 2023
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Viawealth 73k $2.1M 100% Dec 2023
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Main Street Financial Solutions 70k $2.0M 11% Dec 2023
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Good Life Advisors 65k $1.8M 143% Dec 2023
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PFG Advisors 63k $1.8M 11% Dec 2023
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Citadel Advisors 63k $1.8M -23% Dec 2023
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SageView Advisory Group 60k $1.8M -2% Dec 2023
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Branch Banking & Trust Company 59k $1.7M 18% Dec 2023
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Mml Investors Services 58k $1.5M 7% Sep 2023
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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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Peninsula Wealth 55k $1.6M -12% Dec 2023
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GEM Asset Management 54k $1.6M 5% Dec 2023
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Robertson Stephens Wealth Management 53k $1.5M 2% Dec 2023
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Caprock 53k $1.5M 0% Dec 2023
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Karpas Strategies 51k $1.5M 100% Dec 2023
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American Investment Services 51k $1.5M 0% Dec 2023
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Creative Planning 50k $1.4M -3% Dec 2023
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Ronald Blue Trust 46k $1.2M 41% Dec 2023
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Nwam 46k $1.3M -2% Dec 2023
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Private Advisor 46k $1.3M 87% Dec 2023
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Robinson Smith Wealth Advisors 45k $1.3M 100% Dec 2023
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Annapolis Financial Services 43k $1.2M -1% Dec 2023
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Glass Jacobson Investment Advisors 39k $1.1M 18% Dec 2023
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Renaissance Technologies 39k $1.0M 35% Sep 2023
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Andrews, Lucia Wealth Management 38k $1.1M -6% Dec 2023
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Firethorn Wealth Partners 37k $1.1M 243% Dec 2023
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Clarius 36k $1.0M 100% Dec 2023
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Equitable Holdings 36k $930k 3% Sep 2023
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Resources Investment Advisors 35k $910k 124% Sep 2023
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Betterment 35k $999k 40% Dec 2023
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Global Trust Asset Management 34k $985k -3% Dec 2023
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Susquehanna International 33k $851k -9% Sep 2023
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Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Verdad Advisers Sep 2023 252k $6.5M