Who owns DIMENSIONAL ETF TRUST?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Planning Center 3.1M $156M 5% Sep 2025
 View chart
Prudent Man Investment Management 1.1M $57M 0% Sep 2025
 View chart
Root Financial Partners 956k $49M 57% Sep 2025
 View chart
SJS Investment Consulting 601k $31M 45% Sep 2025
 View chart
SC&H Financial Advisors 534k $27M -5% Sep 2025
 View chart
Chicago Partners Investment 516k $26M 15% Sep 2025
 View chart
Market Street Wealth Management Advisors 487k $25M -28% Sep 2025
 View chart
Sterling Wealth Management 473k $24M 3% Sep 2025
 View chart
DiNuzzo Private Wealth 448k $23M 11% Sep 2025
 View chart
Phillips Financial Management 410k $21M 41% Sep 2025
 View chart
Savant Capital Management 385k $20M 29% Sep 2025
 View chart
American Capital Advisory 343k $17M 6% Sep 2025
 View chart
Vise Technologies 295k $15M 100% Sep 2025
 View chart
Pillar Financial Advisors 281k $14M 26% Sep 2025
 View chart
TAGStone Capital 207k $11M -8% Sep 2025
 View chart
Wealthspan Partners 200k $10M 12% Sep 2025
 View chart
Altiora Financial Group 200k $10M -5% Sep 2025
 View chart
New Dimensions Wealth Management 185k $9.4M 1% Sep 2025
 View chart
Hiley Hunt Wealth Management 180k $9.1M 7% Sep 2025
 View chart
Mariner Wealth Advisors 172k $8.7M -2% Sep 2025
 View chart
Babb Wealth Advisors 172k $8.7M 46% Sep 2025
 View chart
Onyx Financial Advisors 168k $8.5M 6% Sep 2025
 View chart
Envestnet Asset Management 162k $8.2M -3% Sep 2025
 View chart
Citadel Advisors 161k $8.2M 100% Sep 2025
 View chart
Master's Wealth Management 148k $7.5M 7% Sep 2025
 View chart
Mattern Wealth Management 148k $7.5M 13% Sep 2025
 View chart
Ruedi Wealth Management 144k $7.3M 15% Sep 2025
 View chart
Arkadios Wealth Advisors 140k $7.1M 23% Sep 2025
 View chart
Shore Point Advisors 133k $6.7M 9% Sep 2025
 View chart
Moran Wealth Management 124k $6.3M -33% Sep 2025
 View chart
Parkwoods Wealth Partners 124k $6.3M 100% Sep 2025
 View chart
Leading Edge Financial Planning 118k $6.0M 13% Sep 2025
 View chart
Strategic Investment Solutions 116k $5.9M -21% Sep 2025
 View chart
Jane Street 116k $5.9M 16% Sep 2025
 View chart
Financial Symmetry 109k $5.5M 49% Sep 2025
 View chart
Creative Planning 97k $4.9M 44% Sep 2025
 View chart
Clune & Associates 97k $4.9M 10% Sep 2025
 View chart
Kestra Advisory Services 92k $4.6M -7% Sep 2025
 View chart
Wealth Enhancement Advisory Services 89k $4.5M 29% Sep 2025
 View chart
Applied Capital 87k $4.4M -12% Sep 2025
 View chart
Commonwealth Equity Services 85k $4.3M 3% Sep 2025
 View chart
Bright Financial Advisors 84k $4.3M 23% Sep 2025
 View chart
Dravo Bay 82k $4.2M -4% Sep 2025
 View chart
AssuredPartners Investment Advisors 80k $4.0M 56% Sep 2025
 View chart
Vestia Personal Wealth Advisors 76k $3.9M 597% Sep 2025
 View chart
Betterment 75k $3.8M 110% Sep 2025
 View chart
Coston, McIsaac & Partners 75k $3.8M 9% Sep 2025
 View chart
Beacon Pointe Advisors 73k $3.7M 293% Sep 2025
 View chart
Quantum Financial Advisors 69k $3.5M 0% Sep 2025
 View chart
Apollon Wealth Management 67k $3.4M -1% Sep 2025
 View chart
Great Oak Capital Partners 63k $3.2M 1% Sep 2025
 View chart
Fmb Wealth Management 62k $3.2M 17% Sep 2025
 View chart
Concord Wealth Partners 62k $3.1M -10% Sep 2025
 View chart
Financial Harvest 60k $3.0M 16% Sep 2025
 View chart
Pathstone Holdings 58k $3.0M 0% Sep 2025
 View chart
Vance Wealth 57k $2.9M 197% Sep 2025
 View chart
Navigoe 46k $2.3M 12% Sep 2025
 View chart
Index Fund Advisors 45k $2.3M -1% Sep 2025
 View chart
PCA Investment Advisory Services 40k $2.0M -5% Sep 2025
 View chart
XY Planning Network 35k $1.8M 0% Sep 2025
 View chart
HighTower Advisors 33k $1.7M 47% Sep 2025
 View chart
Cary Street Partners Financial 30k $1.5M 1% Sep 2025
 View chart
Financial Engines Advisors L.L.C 28k $1.4M 91% Sep 2025
 View chart
Cambridge Investment Research Advisors 28k $1.4M -11% Sep 2025
 View chart
Studio Investment Management 27k $1.4M 65% Sep 2025
 View chart
Family CFO 26k $1.3M 67% Sep 2025
 View chart
Core Wealth Management 25k $1.3M 7% Sep 2025
 View chart
LRI Investments 24k $1.2M 107% Sep 2025
 View chart
SpringVest Wealth Management 22k $1.1M 100% Sep 2025
 View chart
PBMares Wealth Management 21k $1.1M 1% Sep 2025
 View chart
Mml Investors Services 20k $1.0M 100% Sep 2025
 View chart
Miracle Mile Advisors 20k $1.0M 100% Sep 2025
 View chart
Eaton-Cambridge 20k $1.0M 100% Sep 2025
 View chart
Meredith Wealth Planning 19k $962k -27% Sep 2025
 View chart
Red Lighthouse Investment Management 18k $933k 48% Sep 2025
 View chart
Flow Traders US 17k $875k 100% Sep 2025
 View chart
White Wing Wealth Management 17k $862k 49% Sep 2025
 View chart
Live Oak Private Wealth 14k $728k -40% Sep 2025
 View chart
LPL Financial 13k $642k -41% Sep 2025
 View chart
Strathmore Capital Advisors 13k $638k 0% Sep 2025
 View chart
ShankerValleau Wealth Advisors 12k $608k -31% Sep 2025
 View chart
Acorn Wealth Advisors 12k $607k 9% Sep 2025
 View chart
CI Private Wealth 12k $599k 100% Sep 2025
 View chart
Hartmann Taylor Wealth Management 12k $589k -19% Sep 2025
 View chart
Porter White Investment Advisors 11k $575k -50% Sep 2025
 View chart
Pure Financial Advisors 11k $546k 0% Sep 2025
 View chart
Tru Independence Asset Management 2 11k $541k 100% Sep 2025
 View chart
Willow Creek Wealth Management 10k $530k 12% Sep 2025
 View chart
Curio Wealth 10k $522k 0% Sep 2025
 View chart
Farther Finance Advisors 9.9k $505k 0% Sep 2025
 View chart
Schubert & Co 9.5k $484k -43% Sep 2025
 View chart
Main Street Financial Solutions 8.6k $436k 21% Sep 2025
 View chart
Dynamic Advisors Solutions 8.3k $423k 40% Sep 2025
 View chart
Rehmann Capital Advisory 8.2k $419k -70% Sep 2025
 View chart
Van Hulzen Asset Management 8.1k $413k 100% Sep 2025
 View chart
Apella Capital 7.9k $401k -47% Sep 2025
 View chart
Cypress Point Wealth Management 7.6k $384k -12% Sep 2025
 View chart
Brian McDonald 7.3k $373k -2% Sep 2025
 View chart
Prime Capital Investment Advisors 7.1k $359k 0% Sep 2025
 View chart
Geometric Wealth Advisors 6.9k $350k 100% Sep 2025
 View chart
Cypress Financial Planning 6.7k $342k 100% Sep 2025
 View chart
Evanson Asset Management 6.5k $329k 0% Sep 2025
 View chart
First Financial Group Corp 6.0k $305k 13% Sep 2025
 View chart
Private Advisor 6.0k $303k -25% Sep 2025
 View chart
Wells Fargo & Company 5.9k $301k 100% Sep 2025
 View chart
Wealthcare Advisory Partners 5.8k $292k 0% Sep 2025
 View chart
Essential Planning 5.5k $279k 33% Sep 2025
 View chart
VSM Wealth Advisory 5.5k $279k 13% Sep 2025
 View chart
Alpha Financial Advisors 5.2k $266k 0% Sep 2025
 View chart
Forza Wealth Management 5.0k $254k 100% Sep 2025
 View chart
Tower Research Capital 5.0k $254k 100% Sep 2025
 View chart
Cetera Investment Advisers 4.7k $238k 100% Sep 2025
 View chart
Kiker Wealth Management 4.6k $231k -23% Sep 2025
 View chart
Firethorn Wealth Partners 4.5k $228k 6% Sep 2025
 View chart
New Capital Management 4.5k $227k 100% Sep 2025
 View chart
Advisor Group Holdings 4.2k $213k 91% Sep 2025
 View chart
Legacy Financial Group 4.1k $210k -11% Sep 2025
 View chart
Baker Tilly Financial 4.1k $208k 1% Sep 2025
 View chart
Equitable Holdings 4.1k $207k -18% Sep 2025
 View chart
Branch Banking & Trust Company 4.0k $205k 100% Sep 2025
 View chart
Maseco 3.2k $162k -87% Sep 2025
 View chart
Washington Trust Advisors 2.2k $111k 100% Sep 2025
 View chart
Aptus Capital Advisors 2.1k $106k 6% Sep 2025
 View chart
Legacy Wealth Managment 1.8k $92k 0% Sep 2025
 View chart
Strengthening Families & Communities 1.3k $68k 1% Sep 2025
 View chart
Advisory Services Network 1.1k $56k 100% Sep 2025
 View chart
UBS Group 719.00 $37k 100% Sep 2025
 View chart
IFP Advisors 420.00 $21k 100% Sep 2025
 View chart
Capital Analysts 309.00 $16k 1% Sep 2025
 View chart
Running Point Capital Advisors 199.00 $10k 100% Sep 2025
 View chart
HHM Wealth Advisors 109.00 $5.5k 100% Sep 2025
 View chart
Maryland Capital Advisors 67.00 $3.4k 0% Sep 2025
 View chart
Sittner & Nelson 67.00 $3.4k 0% Sep 2025
 View chart
CWM 52.00 $3.0k 0% Sep 2025
 View chart
Pinney & Scofield 43.00 $2.2k 100% Sep 2025
 View chart
Cornerstone Planning Group 10.00 $529.000000 100% Sep 2025
 View chart

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Concord Asset Management Jun 2025 69k $3.5M
Buckingham Strategic Partners Jun 2025 64k $3.3M
Kings Path Partners Mar 2025 44k $2.3M
Parkworth Wealth Management Mar 2025 39k $2.0M
Blue Oak Capital Mar 2025 34k $1.7M
Warburton Capital Management Jun 2025 28k $1.4M
Fundamentun Jun 2025 27k $1.3M
Forum Financial Management Jun 2025 17k $855k
Mills Wealth Advisors Jun 2025 16k $824k
Jpmorgan Chase & Co Mar 2025 8.9k $449k
Gts Securities Jun 2025 4.8k $242k
YCMNET Advisors Jun 2025 4.6k $235k
H D Vest Advisory Services Mar 2025 4.5k $229k
McCarthy Grittinger Financial Group Jun 2025 369.00 $19k
Stephens Consulting Jun 2025 185.00 $9.4k