Who owns DIMENSIONAL ETF TRUST?
- Ticker: DXIV
- CUSIP Number: 25434v542
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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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors | 335k | $23M | 3% | Jun 2026 |
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| BCR Wealth Strategies | 318k | $22M | 20% | Jun 2026 |
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| Fmb Wealth Management | 202k | $14M | -1% | Jun 2026 |
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| Pure Financial Advisors | 157k | $11M | 3% | Jun 2026 |
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| Versant Capital Management | 110k | $7.7M | 125% | Jun 2026 |
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| HPM Partners | 105k | $7.3M | 100% | Jun 2026 |
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| Cordant | 104k | $7.3M | 28% | Jun 2026 |
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| Assetmark | 69k | $4.8M | 3% | Jun 2026 |
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| Envestnet Asset Management | 31k | $2.1M | 100% | Jun 2026 |
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| Evanson Financial | 27k | $1.9M | 100% | Jun 2026 |
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| Evanson Asset Management | 25k | $1.7M | 5% | Mar 2026 |
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| E-Wealth Partners | 24k | $1.7M | -4% | Jun 2026 |
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| Mml Investors Services | 16k | $1.1M | -49% | Jun 2026 |
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| BIP Wealth | 16k | $1.1M | 22% | Jun 2026 |
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| Park Avenue Securities | 13k | $937k | 100% | Jun 2026 |
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| Discipline Wealth Solutions | 13k | $903k | 72% | Jun 2026 |
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| Branch Banking & Trust Company | 10k | $717k | 100% | Jun 2026 |
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| Royal Bank of Canada | 9.9k | $710k | -9% | Jun 2026 |
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| Resources Investment Advisors | 8.3k | $582k | 52% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 7.7k | $541k | 12% | Jun 2026 |
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| Applied Capital | 7.7k | $539k | 14% | Jun 2026 |
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| Studio Investment Management | 6.6k | $465k | 15% | Jun 2026 |
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| Commonwealth Equity Services | 6.5k | $456k | 100% | Jun 2026 |
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| Prosperitas Financial | 6.0k | $422k | -3% | Jun 2026 |
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| Integrity Alliance | 5.9k | $412k | 26% | Jun 2026 |
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| Fiduciary Financial Group | 4.6k | $323k | 24% | Jun 2026 |
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| Sax Wealth Advisors | 4.3k | $291k | 100% | Jun 2026 |
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| Farther Finance Advisors | 4.1k | $286k | 143% | Jun 2026 |
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| McIlrath & Eck | 3.9k | $260k | 0% | Mar 2026 |
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| Mercer Global Advisors | 3.5k | $246k | 100% | Jun 2026 |
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| HighTower Advisors | 3.2k | $224k | 0% | Jun 2026 |
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| Approach Retirement Advisors | 3.1k | $214k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 2.2k | $158k | 100% | Jun 2026 |
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| Aptus Capital Advisors | 2.2k | $154k | 100% | Jun 2026 |
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| Cardiff Park Advisors | 1.8k | $125k | 1% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 921.00 | $65k | 0% | Jun 2026 |
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| Gilpin Wealth Management | 736.00 | $52k | 100% | Jun 2026 |
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| UBS Group | 575.00 | $40k | 81% | Jun 2026 |
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| Pnc Financial Services | 410.00 | $29k | 100% | Jun 2026 |
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| Ares Financial Consulting | 230.00 | $16k | 1% | Jun 2026 |
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| Fifth Third Bancorp | 191.00 | $13k | 100% | Jun 2026 |
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| CoreCap Advisors | 185.00 | $13k | 100% | Jun 2026 |
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| Global Retirement Partners | 172.00 | $12k | -9% | Jun 2026 |
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| Advisor Group Holdings | 150.00 | $11k | 100% | Jun 2026 |
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| Concord Wealth Partners | 87.00 | $6.1k | 100% | Jun 2026 |
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| Trust Co Of Vermont | 28.00 | $2.0k | 0% | Jun 2026 |
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| Horizon Investments | 22.00 | $1.5k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 19.00 | $1.3k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 5.00 | $350.000000 | -17% | Jun 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Mar 2026 | 74k | $5.0M |
| Jane Street | Mar 2026 | 57k | $3.8M |
| Financial Symmetry | Mar 2026 | 3.3k | $232k |
| CWM | Dec 2025 | 11.00 | $1.0k |