Who owns DIMENSIONAL ETF TRUST?
- Ticker: DUSB
- CUSIP Number: 25434v591
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 csv
Download as Excel
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 | 2.8M | $142M | 12% | Mar 2025 |
|
| Prudent Man Investment Management | 1.1M | $58M | 100% | Mar 2025 |
|
| Market Street Wealth Management Advisors | 848k | $43M | -13% | Mar 2025 |
|
| Root Financial Partners | 530k | $27M | 36% | Mar 2025 |
|
| Sterling Wealth Management | 499k | $25M | 0% | Dec 2024 |
|
| SC&H Financial Advisors | 438k | $22M | 142% | Mar 2025 |
|
| Chicago Partners Investment | 398k | $20M | 31% | Mar 2025 |
|
| DiNuzzo Private Wealth | 389k | $20M | 11% | Mar 2025 |
|
| SJS Investment Consulting | 381k | $19M | 53% | Mar 2025 |
|
| American Capital Advisory | 302k | $15M | 8% | Mar 2025 |
|
| Phillips Financial Management | 295k | $15M | 31% | Mar 2025 |
|
| Savant Capital Management | 283k | $14M | 130% | Mar 2025 |
|
| Altiora Financial Group | 216k | $11M | -1% | Mar 2025 |
|
| Pillar Financial Advisors | 209k | $11M | 12% | Mar 2025 |
|
| Arkadios Wealth Advisors | 167k | $8.4M | 13% | Mar 2025 |
|
| Hiley Hunt Wealth Management | 166k | $8.4M | 9% | Mar 2025 |
|
| Envestnet Asset Management | 155k | $7.9M | 62% | Mar 2025 |
|
| Onyx Financial Advisors | 153k | $7.8M | 21% | Mar 2025 |
|
| Strategic Investment Solutions | 145k | $7.3M | 16% | Mar 2025 |
|
| Wealthspan Partners | 141k | $7.1M | 94% | Mar 2025 |
|
| Master's Wealth Management | 133k | $6.7M | 0% | Mar 2025 |
|
| Ruedi Wealth Management | 123k | $6.2M | 1% | Mar 2025 |
|
| Babb Wealth Advisors | 121k | $6.1M | 16% | Mar 2025 |
|
| Shore Point Advisors | 116k | $5.9M | 100% | Mar 2025 |
|
| Warburton Capital Management | 100k | $5.1M | 1% | Mar 2025 |
|
| Leading Edge Financial Planning | 95k | $4.8M | 9% | Mar 2025 |
|
| Dravo Bay | 93k | $4.7M | 122% | Mar 2025 |
|
| Clune & Associates | 92k | $4.6M | 16% | Mar 2025 |
|
| Mariner Wealth Advisors | 91k | $4.6M | 100% | Mar 2025 |
|
| Applied Capital | 85k | $4.3M | -1% | Mar 2025 |
|
| Commonwealth Equity Services | 75k | $3.8M | 14% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 69k | $3.5M | 5% | Mar 2025 |
|
| Concord Wealth Partners | 68k | $3.4M | 87% | Mar 2025 |
|
| Apollon Wealth Management | 67k | $3.4M | 2% | Mar 2025 |
|
| Mattern Wealth Management | 66k | $3.3M | 65% | Mar 2025 |
|
| Great Oak Capital Partners | 64k | $3.3M | 0% | Mar 2025 |
|
| Bright Financial Advisors | 60k | $3.0M | 9% | Mar 2025 |
|
| Financial Symmetry | 59k | $3.0M | 81% | Mar 2025 |
|
| Coston, McIsaac & Partners | 59k | $2.9M | 92% | Mar 2025 |
|
| Buckingham Strategic Partners | 57k | $2.9M | -8% | Mar 2025 |
|
| Citadel Advisors | 53k | $2.7M | -29% | Mar 2025 |
|
| TAGStone Capital | 52k | $2.6M | 100% | Mar 2025 |
|
| Pathstone Holdings | 50k | $2.5M | -10% | Mar 2025 |
|
| PBMares Wealth Management | 45k | $2.3M | 40% | Mar 2025 |
|
| Kings Path Partners | 44k | $2.3M | 88% | Mar 2025 |
|
| Navigoe | 43k | $2.2M | 28% | Mar 2025 |
|
| Wolfstich Capital | 42k | $2.1M | 0% | Mar 2025 |
|
| PCA Investment Advisory Services | 41k | $2.1M | 100% | Mar 2025 |
|
| Parkworth Wealth Management | 39k | $2.0M | 33% | Mar 2025 |
|
| ShankerValleau Wealth Advisors | 38k | $1.9M | -79% | Mar 2025 |
|
| Fmb Wealth Management | 36k | $1.8M | -2% | Mar 2025 |
|
| Blue Oak Capital | 34k | $1.7M | 100% | Mar 2025 |
|
| Creative Planning | 32k | $1.6M | 21% | Mar 2025 |
|
| HighTower Advisors | 30k | $1.5M | 395% | Dec 2024 |
|
| Rehmann Capital Advisory | 28k | $1.4M | 1% | Mar 2025 |
|
| Kestra Advisory Services | 27k | $1.4M | 100% | Dec 2024 |
|
| Betterment | 26k | $1.3M | 53% | Dec 2024 |
|
| Jane Street | 26k | $1.3M | 100% | Mar 2025 |
|
| Flow Traders US | 24k | $1.2M | 103% | Dec 2024 |
|
| Core Wealth Management | 23k | $1.2M | 96% | Mar 2025 |
|
| Porter White Investment Advisors | 22k | $1.1M | 16% | Mar 2025 |
|
| Mills Wealth Advisors | 22k | $1.1M | -35% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 21k | $1.0M | 327% | Mar 2025 |
|
| Meredith Wealth Planning | 19k | $984k | -28% | Mar 2025 |
|
| Schubert & Co | 17k | $844k | 79% | Mar 2025 |
|
| Forum Financial Management | 17k | $837k | 100% | Mar 2025 |
|
| White Wing Wealth Management | 16k | $816k | -36% | Mar 2025 |
|
| Apella Capital | 15k | $749k | 100% | Mar 2025 |
|
| Index Fund Advisors | 15k | $748k | -8% | Mar 2025 |
|
| Strathmore Capital Advisors | 14k | $713k | 100% | Dec 2024 |
|
| Acorn Wealth Advisors | 14k | $701k | 116% | Mar 2025 |
|
| XY Planning Network | 13k | $677k | 100% | Mar 2025 |
|
| Beacon Pointe Advisors | 13k | $673k | 100% | Dec 2024 |
|
| Live Oak Private Wealth | 13k | $638k | 100% | Mar 2025 |
|
| LRI Investments | 12k | $595k | 100% | Mar 2025 |
|
| Pure Financial Advisors | 11k | $548k | 105% | Mar 2025 |
|
| Cahill Wealth Management | 9.9k | $504k | 100% | Mar 2025 |
|
| Family CFO | 9.5k | $481k | 100% | Mar 2025 |
|
| Jpmorgan Chase & Co | 8.9k | $449k | 100% | Mar 2025 |
|
| Cypress Point Wealth Management | 8.6k | $435k | 0% | Mar 2025 |
|
| Private Advisor | 7.9k | $402k | 1% | Mar 2025 |
|
| Brian McDonald | 7.3k | $372k | 267% | Mar 2025 |
|
| Evanson Asset Management | 6.4k | $326k | 1% | Mar 2025 |
|
| Prime Capital Investment Advisors | 6.4k | $325k | 10% | Dec 2024 |
|
| Legacy Financial Group | 6.1k | $310k | -9% | Mar 2025 |
|
| Farther Finance Advisors | 6.1k | $308k | 100% | Mar 2025 |
|
| Van Hulzen Asset Management | 5.7k | $290k | 15% | Dec 2024 |
|
| LPL Financial | 5.4k | $274k | 1% | Mar 2025 |
|
| Alpha Financial Advisors | 5.2k | $265k | 100% | Mar 2025 |
|
| First Financial Group Corp | 5.2k | $276k | 100% | Mar 2025 |
|
| Vestia Personal Wealth Advisors | 4.4k | $223k | -15% | Mar 2025 |
|
| H D Vest Advisory Services | 4.2k | $213k | 100% | Dec 2024 |
|
| Essential Planning | 4.1k | $207k | -96% | Mar 2025 |
|
| Baker Tilly Financial | 4.0k | $203k | 100% | Mar 2025 |
|
| Studio Investment Management | 3.7k | $188k | 100% | Dec 2024 |
|
| Aptus Capital Advisors | 2.0k | $100k | 2% | Mar 2025 |
|
| Legacy Wealth Managment | 1.8k | $92k | 100% | Mar 2025 |
|
| McCarthy Grittinger Financial Group | 1.4k | $70k | -70% | Mar 2025 |
|
| Strengthening Families & Communities | 1.3k | $67k | -15% | Mar 2025 |
|
| Advisor Group Holdings | 1.1k | $58k | 100% | Mar 2025 |
|
| AE Wealth Management | 1.1k | $55k | 100% | Dec 2024 |
|
| Aspect Partners | 951.00 | $48k | 0% | Mar 2025 |
|
| Maryland Capital Advisors | 50.00 | $2.5k | 100% | Mar 2025 |
|
| Curio Wealth | 3.00 | $521k | -100% | Mar 2025 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Moran Wealth Management | Dec 2024 | 104k | $5.2M |
| Financial Harvest | Dec 2024 | 95k | $4.8M |
| BCU Wealth Advisors | Dec 2024 | 21k | $1.1M |
| Two Sigma Securities | Sep 2024 | 8.1k | $410k |
| Lam Group | Dec 2024 | 3.1k | $158k |
| UBS Group | Dec 2024 | 1.6k | $83k |
| Hantz Financial Services | Dec 2024 | 97.00 | $5.0k |