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 | 311k | $20M | 100% | Dec 2025 |
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| BCR Wealth Strategies | 264k | $18M | 1% | Mar 2026 |
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| Fmb Wealth Management | 203k | $14M | 0% | Mar 2026 |
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| Pure Financial Advisors | 152k | $10M | 7% | Mar 2026 |
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| Cordant | 82k | $5.5M | 23% | Mar 2026 |
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| Citadel Advisors | 74k | $5.0M | 725% | Mar 2026 |
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| Assetmark | 67k | $4.5M | 9% | Mar 2026 |
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| Jane Street | 57k | $3.8M | 100% | Mar 2026 |
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| Versant Capital Management | 49k | $3.3M | 14% | Mar 2026 |
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| Mml Investors Services | 31k | $2.1M | -21% | Mar 2026 |
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| Evanson Asset Management | 25k | $1.7M | 5% | Mar 2026 |
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| E-Wealth Partners | 21k | $1.4M | 100% | Dec 2025 |
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| BIP Wealth | 13k | $861k | 8% | Mar 2026 |
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| Royal Bank of Canada | 11k | $744k | 173% | Mar 2026 |
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| Discipline Wealth Solutions | 7.5k | $508k | 100% | Mar 2026 |
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| Vestia Personal Wealth Advisors | 6.9k | $467k | 44% | Mar 2026 |
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| VanderPol Investments | 6.9k | $447k | 25% | Dec 2025 |
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| Applied Capital | 6.8k | $458k | 5% | Mar 2026 |
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| Prosperitas Financial | 6.2k | $419k | 8% | Mar 2026 |
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| Studio Investment Management | 5.8k | $390k | 28% | Mar 2026 |
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| Resources Investment Advisors | 5.5k | $368k | 100% | Mar 2026 |
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| Integrity Alliance | 4.7k | $316k | 100% | Mar 2026 |
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| McIlrath & Eck | 3.9k | $260k | 0% | Mar 2026 |
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| Fiduciary Financial Group | 3.7k | $251k | 100% | Mar 2026 |
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| Financial Symmetry | 3.3k | $232k | 0% | Mar 2026 |
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| HighTower Advisors | 3.2k | $216k | 100% | Mar 2026 |
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| Approach Retirement Advisors | 3.1k | $206k | 100% | Mar 2026 |
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| Cardiff Park Advisors | 1.8k | $119k | 0% | Mar 2026 |
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| Farther Finance Advisors | 1.7k | $115k | 87% | Mar 2026 |
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| National Bank Of Canada /fi/ | 1.1k | $74k | 0% | Dec 2025 |
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| Glass Jacobson Investment Advisors | 921.00 | $62k | 0% | Mar 2026 |
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| UBS Group | 318.00 | $22k | 100% | Mar 2026 |
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| Ares Financial Consulting | 227.00 | $16k | 100% | Mar 2026 |
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| Global Retirement Partners | 188.00 | $12k | -1% | Dec 2025 |
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| Trust Co Of Vermont | 28.00 | $1.8k | 0% | Dec 2025 |
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| CWM | 11.00 | $1.0k | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 6.00 | $405.000000 | 0% | Mar 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dimensional Fund Advisors | Dec 2025 | 160k | $10M |
| Global Assets Advisory | Dec 2025 | 97k | $4.8M |
| Advisor Group Holdings | Sep 2025 | 3.8k | $233k |
| Wedmont Private Capital | Dec 2025 | 3.2k | $211k |
| Merited Wealth | Dec 2025 | 10.00 | $651.000000 |