Who owns DIMENSIONAL ETF TRUST?
- Ticker: DUSB
- CUSIP Number: 25434v591
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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 |
|---|---|---|---|---|---|
| Planning Center | 3.6M | $180M | 4% | Mar 2026 |
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| Prudent Man Investment Management | 1.6M | $81M | 0% | Mar 2026 |
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| Root Financial Partners | 1.5M | $77M | 18% | Mar 2026 |
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| Vise Technologies | 1.2M | $59M | 0% | Mar 2026 |
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| Financial Plan | 818k | $42M | -9% | Mar 2026 |
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| SJS Investment Consulting | 738k | $37M | 15% | Mar 2026 |
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| SC&H Financial Advisors | 607k | $31M | 13% | Mar 2026 |
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| DiNuzzo Private Wealth | 568k | $29M | 0% | Mar 2026 |
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| Phillips Financial Management | 515k | $26M | 13% | Mar 2026 |
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| Sterling Wealth Management | 495k | $25M | 5% | Mar 2026 |
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| American Capital Advisory | 484k | $25M | 38% | Mar 2026 |
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| Chicago Partners Investment | 410k | $21M | -19% | Mar 2026 |
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| Savant Capital Management | 409k | $21M | -1% | Mar 2026 |
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| Rachor Investment Advisory Services | 384k | $20M | 3% | Mar 2026 |
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| Three Arch Wealth Management | 363k | $18M | 100% | Mar 2026 |
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| Pillar Financial Advisors | 340k | $17M | 5% | Mar 2026 |
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| Market Street Wealth Management Advisors | 328k | $17M | -7% | Mar 2026 |
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| Avestar Capital | 273k | $14M | 100% | Mar 2026 |
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| Foundry Financial | 241k | $12M | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 239k | $12M | 7% | Mar 2026 |
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| Hiley Hunt Wealth Management | 232k | $12M | 5% | Mar 2026 |
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| TAGStone Capital | 228k | $12M | -18% | Mar 2026 |
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| Onyx Financial Advisors | 227k | $12M | 11% | Mar 2026 |
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| Johnson Wealth Management | 227k | $12M | 100% | Mar 2026 |
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| Babb Wealth Advisors | 226k | $12M | 32% | Dec 2025 |
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| Envestnet Asset Management | 212k | $11M | 998% | Mar 2026 |
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| New Dimensions Wealth Management | 191k | $9.7M | 3% | Dec 2025 |
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| Financial Symmetry | 185k | $9.4M | 25% | Mar 2026 |
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| Tumwater Wealth Management | 184k | $9.4M | 18% | Mar 2026 |
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| Wealthspan Partners | 159k | $8.1M | -7% | Mar 2026 |
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| Creative Planning | 153k | $7.7M | 48% | Mar 2026 |
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| Arkadios Wealth Advisors | 152k | $7.7M | -10% | Mar 2026 |
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| Ruedi Wealth Management | 151k | $7.7M | -3% | Mar 2026 |
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| Shore Point Advisors | 148k | $7.4M | 6% | Mar 2026 |
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| Parkwoods Wealth Partners | 148k | $7.5M | -2% | Mar 2026 |
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| Mattern Wealth Management | 147k | $7.4M | -6% | Mar 2026 |
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| Rsm Us Wealth Management | 146k | $7.4M | 100% | Mar 2026 |
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| Cogent Private Wealth | 140k | $7.1M | 34% | Mar 2026 |
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| Leading Edge Financial Planning | 140k | $7.1M | 6% | Mar 2026 |
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| Wolfstich Capital | 139k | $7.1M | -3% | Mar 2026 |
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| Prime Capital Investment Advisors | 129k | $6.6M | 1730% | Mar 2026 |
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| Torren Management | 118k | $6.0M | 100% | Mar 2026 |
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| Index Fund Advisors | 115k | $5.8M | 14% | Mar 2026 |
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| Altiora Financial Group | 109k | $5.5M | -39% | Mar 2026 |
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| Strategic Investment Solutions | 109k | $5.5M | -4% | Mar 2026 |
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| Jane Street | 99k | $5.0M | 22% | Mar 2026 |
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| Vance Wealth | 96k | $4.8M | 45% | Mar 2026 |
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| Apella Capital | 94k | $4.8M | 342% | Mar 2026 |
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| Betterment | 93k | $4.7M | 24% | Dec 2025 |
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| AssuredPartners Investment Advisors | 92k | $4.7M | 2% | Mar 2026 |
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| Dynamic Advisors Solutions | 91k | $4.6M | 7% | Mar 2026 |
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| Clune & Associates | 91k | $4.6M | -15% | Mar 2026 |
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| Citadel Advisors | 88k | $4.5M | -22% | Mar 2026 |
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| Kestra Advisory Services | 83k | $4.2M | -4% | Mar 2026 |
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| Coston, McIsaac & Partners | 82k | $4.2M | -10% | Mar 2026 |
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| Bright Financial Advisors | 82k | $4.2M | 3% | Mar 2026 |
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| Concord Wealth Partners | 80k | $4.1M | 0% | Mar 2026 |
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| Farther Finance Advisors | 77k | $3.9M | 49% | Mar 2026 |
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| Navigoe | 74k | $3.8M | 42% | Mar 2026 |
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| Beacon Pointe Advisors | 74k | $3.8M | 2% | Dec 2025 |
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| Financial Harvest | 74k | $3.8M | 37% | Mar 2026 |
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| Great Oak Capital Partners | 74k | $3.8M | 12% | Mar 2026 |
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| Strathmore Capital Advisors | 72k | $3.7M | 1% | Mar 2026 |
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| Flow Traders US | 69k | $3.5M | 740% | Mar 2026 |
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| GK Wealth Management | 68k | $3.5M | 100% | Mar 2026 |
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| Dwr Wealth Management | 68k | $3.5M | 100% | Mar 2026 |
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| Moran Wealth Management | 66k | $3.3M | -63% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 64k | $3.3M | 18% | Mar 2026 |
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| Quantum Financial Advisors | 63k | $3.2M | -9% | Mar 2026 |
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| Fmb Wealth Management | 62k | $3.2M | -1% | Mar 2026 |
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| Everest Financial Group | 60k | $3.1M | 100% | Mar 2026 |
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| McIlrath & Eck | 60k | $3.0M | 52% | Mar 2026 |
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| Dravo Bay | 59k | $3.0M | -32% | Mar 2026 |
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| Pathstone Holdings | 57k | $2.9M | -2% | Mar 2026 |
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| Raymond James Financial | 55k | $2.8M | 100% | Dec 2025 |
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| Burk Holdings | 50k | $2.5M | 0% | Mar 2026 |
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| Tillman Hartley | 49k | $2.5M | 100% | Mar 2026 |
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| ATLas Financial Planning | 48k | $2.4M | 100% | Mar 2026 |
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| Aspen Capital Management | 47k | $2.4M | 100% | Mar 2026 |
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| Core Wealth Management | 47k | $2.4M | 114% | Mar 2026 |
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| Studio Investment Management | 46k | $2.3M | 12% | Mar 2026 |
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| LPL Financial | 43k | $2.2M | 200% | Mar 2026 |
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| Mercer Global Advisors | 40k | $2.0M | 1% | Mar 2026 |
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| LRI Investments | 39k | $2.0M | 20% | Mar 2026 |
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| Applied Capital | 39k | $2.0M | -34% | Mar 2026 |
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| Forza Wealth Management | 38k | $1.9M | 55% | Mar 2026 |
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| Meredith Wealth Planning | 36k | $1.8M | 92% | Mar 2026 |
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| Apollon Wealth Management | 36k | $1.8M | -46% | Mar 2026 |
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| HighTower Advisors | 35k | $1.8M | 24% | Mar 2026 |
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| McCartney Wealth Management | 34k | $1.7M | 100% | Mar 2026 |
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| Claris Financial | 34k | $1.7M | 1% | Mar 2026 |
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| Balboa Wealth Partners | 33k | $1.7M | 8% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 32k | $1.6M | 13% | Dec 2025 |
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| Red Lighthouse Investment Management | 30k | $1.5M | 19% | Mar 2026 |
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| Buckingham Strategic Partners | 30k | $1.5M | 100% | Mar 2026 |
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| PCA Investment Advisory Services | 30k | $1.5M | 1% | Mar 2026 |
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| XY Planning Network | 29k | $1.5M | -11% | Mar 2026 |
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| MB Generational Wealth | 29k | $1.5M | 20% | Mar 2026 |
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| Savvy Advisors | 29k | $1.5M | 17% | Mar 2026 |
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| Curio Wealth | 29k | $1.4M | 134% | Mar 2026 |
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| Family CFO | 28k | $1.4M | -29% | Mar 2026 |
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| Cambridge Investment Research Advisors | 25k | $1.3M | -35% | Mar 2026 |
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| PFG Advisors | 25k | $1.2M | 11% | Mar 2026 |
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| White Wing Wealth Management | 24k | $1.2M | 20% | Mar 2026 |
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| SpringVest Wealth Management | 22k | $1.1M | 16% | Mar 2026 |
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| Porter White Investment Advisors | 22k | $1.1M | -10% | Mar 2026 |
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| SageOak Financial | 21k | $1.0M | 100% | Mar 2026 |
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| Mml Investors Services | 20k | $1.0M | 0% | Mar 2026 |
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| Live Oak Private Wealth | 19k | $965k | 33% | Mar 2026 |
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| Cary Street Partners Financial | 18k | $936k | 21% | Mar 2026 |
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| Guardian Wealth Management | 18k | $916k | 100% | Mar 2026 |
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| Mustard Seed Financial | 18k | $912k | 100% | Mar 2026 |
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| ProCore Advisors | 18k | $897k | -92% | Mar 2026 |
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| Royal Bank of Canada | 17k | $873k | 100% | Mar 2026 |
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| Kane Co Wealth Management | 17k | $862k | 20% | Mar 2026 |
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| Verum Partners | 17k | $848k | 100% | Mar 2026 |
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| Demming Financial Services Corp | 17k | $835k | 9% | Mar 2026 |
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| Essential Planning | 15k | $735k | 58% | Mar 2026 |
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| Trailhead Planners | 14k | $725k | 100% | Mar 2026 |
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| Cypress Financial Planning | 14k | $709k | 19% | Mar 2026 |
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| WPWealth | 14k | $700k | 100% | Mar 2026 |
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| Master's Wealth Management | 13k | $678k | -22% | Mar 2026 |
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| CI Private Wealth | 12k | $598k | 0% | Mar 2026 |
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| Warburton Capital Management | 12k | $598k | 100% | Mar 2026 |
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| Commonwealth Equity Services | 12k | $596k | 0% | Mar 2026 |
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| Pure Financial Advisors | 12k | $592k | 34% | Mar 2026 |
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| Two Sigma Securities | 12k | $591k | 100% | Mar 2026 |
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| Oceanside Advisors | 11k | $549k | 100% | Mar 2026 |
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| Advisor Group Holdings | 10k | $515k | 142% | Dec 2025 |
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| Miracle Mile Advisors | 9.6k | $487k | -51% | Mar 2026 |
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| ShankerValleau Wealth Advisors | 9.6k | $486k | 1% | Mar 2026 |
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| Henrickson Nauta Wealth Advisors | 9.3k | $473k | 100% | Mar 2026 |
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| Cypress Point Wealth Management | 9.1k | $462k | 19% | Mar 2026 |
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| Hartmann Taylor Wealth Management | 9.0k | $456k | -14% | Mar 2026 |
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| Schubert & Co | 8.9k | $449k | 12% | Mar 2026 |
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| Rehmann Capital Advisory | 8.7k | $441k | 6% | Mar 2026 |
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| Private Advisor | 8.4k | $424k | 39% | Mar 2026 |
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| Van Hulzen Asset Management | 7.7k | $392k | -5% | Dec 2025 |
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| Fifth Third Bancorp | 7.5k | $380k | 100% | Mar 2026 |
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| Brian McDonald | 7.4k | $377k | 1% | Dec 2025 |
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| Evanson Asset Management | 7.4k | $376k | 16% | Mar 2026 |
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| Tru Independence Asset Management 2 | 7.2k | $365k | 7% | Mar 2026 |
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| Geometric Wealth Advisors | 7.0k | $357k | 1% | Mar 2026 |
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| Embree Financial Group | 7.0k | $355k | 100% | Mar 2026 |
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| Elser Financial Planning | 6.9k | $353k | 100% | Mar 2026 |
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| Diversify Wealth Management | 6.7k | $342k | 100% | Mar 2026 |
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| Maseco | 6.7k | $337k | 107% | Mar 2026 |
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| Eaton-Cambridge | 6.5k | $329k | 0% | Mar 2026 |
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| Aptus Capital Advisors | 6.5k | $329k | -49% | Mar 2026 |
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| Branch Banking & Trust Company | 6.3k | $318k | 9% | Mar 2026 |
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| Acorn Wealth Advisors | 4.8k | $246k | -30% | Mar 2026 |
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| Wells Fargo & Company | 1.00 | $49.000000 | -100% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| John A. Wolfe & Associates | Dec 2025 | 142k | $7.2M |
| Wealth Enhancement Advisory Services | Dec 2025 | 99k | $5.0M |
| Goldman Sachs Group | Dec 2025 | 47k | $2.4M |
| LJI Wealth Management | Dec 2025 | 19k | $950k |
| Main Street Financial Solutions | Sep 2025 | 8.6k | $436k |