Who owns DIMENSIONAL ETF TRUST?
- Ticker: DXUV
- CUSIP Number: 25434v559
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 |
|---|---|---|---|---|---|
| Tencap Wealth Coaching | 1.2M | $71M | 100% | Mar 2026 |
|
| BCR Wealth Strategies | 789k | $47M | 6% | Mar 2026 |
|
| Beacon Pointe Advisors | 684k | $41M | 100% | Dec 2025 |
|
| Fmb Wealth Management | 328k | $19M | 0% | Mar 2026 |
|
| RFG Advisory | 304k | $18M | 19% | Mar 2026 |
|
| American Trust | 263k | $16M | 4% | Mar 2026 |
|
| Pure Financial Advisors | 231k | $14M | 16% | Mar 2026 |
|
| Schubert & Co | 112k | $6.6M | 41% | Mar 2026 |
|
| LVZ Advisors | 104k | $6.2M | 13% | Mar 2026 |
|
| Stage Harbor Financial | 76k | $4.5M | 19% | Mar 2026 |
|
| Mml Investors Services | 75k | $4.5M | -16% | Mar 2026 |
|
| Financial Harvest | 74k | $4.4M | 18% | Mar 2026 |
|
| Assetmark | 64k | $3.8M | 7% | Mar 2026 |
|
| Private Advisor | 56k | $3.3M | 11% | Mar 2026 |
|
| Harbour Investments | 51k | $3.0M | 100% | Mar 2026 |
|
| Versant Capital Management | 41k | $2.4M | 9% | Mar 2026 |
|
| E-Wealth Partners | 31k | $1.9M | 100% | Dec 2025 |
|
| Rockwood Wealth Management | 28k | $1.7M | 3% | Mar 2026 |
|
| BIP Wealth | 25k | $1.5M | 13% | Mar 2026 |
|
| VanderPol Investments | 22k | $1.3M | 33% | Dec 2025 |
|
| Vestia Personal Wealth Advisors | 21k | $1.2M | 133% | Mar 2026 |
|
| Change Path | 19k | $1.1M | 0% | Mar 2026 |
|
| Vista Capital Partners | 17k | $1.0M | 37% | Mar 2026 |
|
| SwitchPoint Financial Planning | 16k | $938k | 0% | Mar 2026 |
|
| Applied Capital | 15k | $910k | 1% | Mar 2026 |
|
| Evanson Asset Management | 15k | $899k | 7% | Mar 2026 |
|
| Financial Plan | 14k | $811k | 6% | Mar 2026 |
|
| Archvest Wealth Advisors | 13k | $779k | 4% | Mar 2026 |
|
| Financial Symmetry | 12k | $746k | 0% | Mar 2026 |
|
| Commonwealth Equity Services | 11k | $648k | 89% | Mar 2026 |
|
| Apella Capital | 9.8k | $626k | -2% | Mar 2026 |
|
| Live Oak Private Wealth | 9.3k | $551k | 55% | Mar 2026 |
|
| BCO Wealth Management | 8.3k | $490k | 2% | Mar 2026 |
|
| Nwam | 7.5k | $443k | 28% | Mar 2026 |
|
| Daytona Street Capital | 6.6k | $324k | 100% | Mar 2026 |
|
| Winnow Wealth | 4.8k | $288k | 875% | Mar 2026 |
|
| Optima Capital | 4.7k | $278k | 100% | Mar 2026 |
|
| Signature Resources Capital Management | 4.7k | $277k | 0% | Mar 2026 |
|
| Cloud Capital Management | 4.6k | $270k | 100% | Mar 2026 |
|
| Monument Group Wealth Advisors | 4.5k | $268k | 0% | Mar 2026 |
|
| Monograph Wealth Advisors | 4.3k | $255k | 100% | Mar 2026 |
|
| 25 | 4.2k | $248k | 12% | Mar 2026 |
|
| WorthPointe | 4.2k | $248k | 7% | Mar 2026 |
|
| Tiaa-cref Individual & Institutional Services | 3.5k | $205k | 100% | Mar 2026 |
|
| Royal Bank of Canada | 2.3k | $91k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 2.1k | $126k | 17% | Mar 2026 |
|
| Silver Grove Financial Group | 1.3k | $76k | 100% | Mar 2026 |
|
| UBS Group | 245.00 | $15k | 100% | Mar 2026 |
|
| Glass Jacobson Investment Advisors | 226.00 | $13k | 0% | Mar 2026 |
|
| AdvisorNet Financial | 170.00 | $10k | 100% | Mar 2026 |
|
| Global Retirement Partners | 164.00 | $9.8k | -1% | Dec 2025 |
|
| Mpwm Advisory Solutions | 42.00 | $2.5k | 0% | Mar 2026 |
|
| CWM | 10.00 | $1.0k | 100% | Dec 2025 |
|
| Capital Investment Advisory Services | 5.00 | $297.000000 | 0% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dimensional Fund Advisors | Dec 2025 | 45k | $2.7M |
| Tiaa Trust, National Association | Dec 2025 | 3.5k | $207k |
| Advisor Group Holdings | Sep 2025 | 3.0k | $177k |
| LRI Investments | Dec 2025 | 228.00 | $14k |
| Trust Co Of Vermont | Sep 2025 | 24.00 | $1.4k |
| William Blair $ Company | Dec 2025 | 17.00 | $1.0k |
| Merited Wealth | Dec 2025 | 9.00 | $538.000200 |