Who owns DIMENSIONAL ETF TRUST?
- Ticker: DXUV
- CUSIP Number: 25434v559
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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 |
|---|---|---|---|---|---|
| Tencap Wealth Coaching | 1.2M | $80M | 1% | Jun 2026 |
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| Beacon Pointe Advisors | 785k | $52M | 4% | Jun 2026 |
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| BCR Wealth Strategies | 783k | $52M | -1% | Jun 2026 |
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| Fmb Wealth Management | 327k | $22M | 0% | Jun 2026 |
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| RFG Advisory | 315k | $21M | 4% | Jun 2026 |
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| American Trust | 269k | $18M | 2% | Jun 2026 |
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| Pure Financial Advisors | 238k | $16M | 3% | Jun 2026 |
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| Versant Capital Management | 171k | $11M | 315% | Jun 2026 |
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| Schubert & Co | 118k | $7.9M | 6% | Jun 2026 |
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| LVZ Advisors | 110k | $7.3M | 6% | Jun 2026 |
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| Envestnet Asset Management | 107k | $7.1M | 100% | Jun 2026 |
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| Stage Harbor Financial | 92k | $6.1M | 21% | Jun 2026 |
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| Financial Harvest | 88k | $5.8M | 19% | Jun 2026 |
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| Assetmark | 67k | $4.5M | 5% | Jun 2026 |
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| Harbour Investments | 52k | $3.4M | 1% | Jun 2026 |
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| Park Avenue Securities | 47k | $3.1M | 100% | Jun 2026 |
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| Goldman Sachs Group | 46k | $3.0M | 100% | Jun 2026 |
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| Private Advisor | 38k | $2.5M | -33% | Jun 2026 |
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| E-Wealth Partners | 36k | $2.4M | -5% | Jun 2026 |
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| Branch Banking & Trust Company | 35k | $2.3M | 100% | Jun 2026 |
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| Mml Investors Services | 31k | $2.1M | -59% | Jun 2026 |
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| Rockwood Wealth Management | 29k | $1.9M | 5% | Jun 2026 |
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| BIP Wealth | 29k | $1.9M | 14% | Jun 2026 |
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| Commonwealth Equity Services | 27k | $1.8M | 146% | Jun 2026 |
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| Vista Capital Partners | 22k | $1.5M | 27% | Jun 2026 |
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| Vestia Personal Wealth Advisors | 21k | $1.4M | 2% | Jun 2026 |
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| Applied Capital | 17k | $1.1M | 13% | Jun 2026 |
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| SwitchPoint Financial Planning | 17k | $1.1M | 8% | Jun 2026 |
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| Shepherd Financial Partners | 15k | $1.0M | 100% | Jun 2026 |
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| Evanson Asset Management | 15k | $899k | 7% | Mar 2026 |
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| Change Path | 15k | $1.0M | -19% | Jun 2026 |
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| Evanson Financial | 15k | $983k | 100% | Jun 2026 |
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| Financial Plan | 14k | $911k | 0% | Jun 2026 |
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| Archvest Wealth Advisors | 13k | $876k | 0% | Jun 2026 |
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| Financial Symmetry | 12k | $772k | 0% | Jun 2026 |
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| Live Oak Private Wealth | 12k | $768k | 25% | Jun 2026 |
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| Apella Capital | 9.8k | $657k | 0% | Jun 2026 |
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| BCO Wealth Management | 8.3k | $551k | 0% | Jun 2026 |
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| LPL Financial | 7.9k | $524k | 100% | Jun 2026 |
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| Nwam | 7.5k | $443k | 28% | Mar 2026 |
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| Wealth Enhancement Advisory Services | 7.4k | $498k | 100% | Jun 2026 |
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| Winnow Wealth | 7.3k | $488k | 51% | Jun 2026 |
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| Selective Wealth Management | 7.0k | $473k | 100% | Jun 2026 |
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| Optima Capital | 4.7k | $311k | 0% | Jun 2026 |
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| Signature Resources Capital Management | 4.7k | $310k | 0% | Jun 2026 |
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| Cloud Capital Management | 4.6k | $304k | 0% | Jun 2026 |
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| 25 | 4.3k | $289k | 4% | Jun 2026 |
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| Monograph Wealth Advisors | 4.3k | $286k | 0% | Jun 2026 |
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| WorthPointe | 4.2k | $278k | 0% | Jun 2026 |
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| Triad Wealth Partners | 3.8k | $265k | 100% | Jun 2026 |
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| Monument Group Wealth Advisors | 3.5k | $302k | -22% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 3.5k | $230k | 0% | Jun 2026 |
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| Fiduciary Financial Group | 3.0k | $202k | 100% | Jun 2026 |
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| Royal Bank of Canada | 2.5k | $170k | 9% | Jun 2026 |
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| Raffa Wealth Management | 2.4k | $158k | 0% | Jun 2026 |
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| Farther Finance Advisors | 2.2k | $148k | 5% | Jun 2026 |
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| EP Wealth Advisors | 2.0k | $135k | 100% | Jun 2026 |
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| Concord Wealth Partners | 2.0k | $133k | 100% | Jun 2026 |
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| Pnc Financial Services | 1.5k | $97k | 100% | Jun 2026 |
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| UBS Group | 1.2k | $82k | 404% | Jun 2026 |
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| Fifth Third Bancorp | 668.00 | $44k | 100% | Jun 2026 |
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| CoreCap Advisors | 643.00 | $43k | 100% | Jun 2026 |
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| Glass Jacobson Investment Advisors | 226.00 | $15k | 0% | Jun 2026 |
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| Mercer Global Advisors | 226.00 | $15k | 100% | Jun 2026 |
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| AdvisorNet Financial | 171.00 | $11k | 1% | Jun 2026 |
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| Global Retirement Partners | 160.00 | $11k | -2% | Jun 2026 |
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| IFG Advisory | 70.00 | $4.7k | 100% | Jun 2026 |
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| Mpwm Advisory Solutions | 42.00 | $2.8k | 0% | Jun 2026 |
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| Horizon Investments | 21.00 | $1.4k | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 18.00 | $1.2k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 5.00 | $333.000000 | 0% | Jun 2026 |
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| Advisor Group Holdings | 4.00 | $266.000000 | 100% | Jun 2026 |
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Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Daytona Street Capital | Mar 2026 | 6.6k | $324k |
| Silver Grove Financial Group | Mar 2026 | 1.3k | $76k |
| CWM | Dec 2025 | 10.00 | $1.0k |