Who owns DIMENSIONAL ETF TRUST?

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
Unison Advisors 2.6M $63M 3% Mar 2024
 View chart
Symmetry Partner 624k $15M -9% Dec 2023
 View chart
Beacon Pointe Advisors 427k $10M 7% Dec 2023
 View chart
DiNuzzo Private Wealth 215k $5.3M 1% Mar 2024
 View chart
RFG Advisory 200k $5.0M 4% Mar 2024
 View chart
Quadcap Wealth Management 173k $4.3M 28% Mar 2024
 View chart
Vestmark Advisory Solutions 163k $4.0M 19% Mar 2024
 View chart
Jane Street 114k $2.8M -56% Mar 2024
 View chart
Chicago Partners Investment 113k $2.7M 163% Mar 2024
 View chart
Goss Wealth Management 110k $2.7M 229% Mar 2024
 View chart
Commonwealth Equity Services 107k $2.7M 15% Mar 2024
 View chart
Retirement Solution 105k $2.6M 1% Mar 2024
 View chart
Envestnet Asset Management 105k $2.6M 593% Mar 2024
 View chart
Walden Wealth Partners 100k $2.4M 100% Dec 2023
 View chart
Sequoia Financial Advisors 71k $1.8M 11% Mar 2024
 View chart
Applied Capital 64k $1.6M 4% Mar 2024
 View chart
Alpha Financial Advisors 59k $1.5M -2% Mar 2024
 View chart
Meredith Wealth Planning 59k $1.5M 12% Mar 2024
 View chart
Jpmorgan Chase & Co 50k $1.2M 4% Mar 2024
 View chart
Abel Hall 49k $1.2M 2% Mar 2024
 View chart
Yeomans Consulting Group 47k $1.2M 3% Mar 2024
 View chart
RCS Financial Planning 44k $1.1M -12% Mar 2024
 View chart
Lodestone Wealth Management 39k $993k 4% Mar 2024
 View chart
Tortoise Investment Management 35k $856k 9% Mar 2024
 View chart
Bank Of Montreal 32k $788k 100% Mar 2024
 View chart
Betterment 31k $772k 27% Mar 2024
 View chart
Bank of America Corporation 31k $764k 73% Mar 2024
 View chart
Evanson Asset Management 31k $763k 36% Mar 2024
 View chart
UBS Group 29k $724k 28% Mar 2024
 View chart
Integrated Wealth Concepts 28k $701k 1% Mar 2024
 View chart
Lincoln National 23k $575k 3% Mar 2024
 View chart
Goldman Sachs Group 23k $575k 100% Mar 2024
 View chart
Wealthsource Partners 22k $539k -7% Dec 2023
 View chart
Arrowroot Family Office 20k $493k 100% Dec 2023
 View chart
Schubert & Co 18k $452k 42% Mar 2024
 View chart
Glass Jacobson Investment Advisors 18k $452k 0% Mar 2024
 View chart
Sax Wealth Advisors 17k $424k -7% Mar 2024
 View chart
Cambridge Investment Research Advisors 16k $401k 21% Mar 2024
 View chart
HighTower Advisors 15k $370k 1% Mar 2024
 View chart
Firethorn Wealth Partners 13k $332k 51% Mar 2024
 View chart
Advisor Group Holdings 13k $320k -5% Mar 2024
 View chart
Branch Banking & Trust Company 12k $308k 0% Mar 2024
 View chart
Rehmann Capital Advisory 9.9k $246k 100% Mar 2024
 View chart
SageView Advisory Group 8.3k $207k -84% Mar 2024
 View chart
Capital Investment Advisory Services 2.9k $72k 2595% Mar 2024
 View chart
Lam Group 2.6k $66k 368% Mar 2024
 View chart
Nalls Sherbakoff Group 2.0k $48k 0% Dec 2023
 View chart
Aspire Wealth Management Corp 1.5k $37k 7% Mar 2024
 View chart
Royal Bank of Canada 1.4k $35k 100% Mar 2024
 View chart
Aspire Private Capital 1.4k $34k 30% Mar 2024
 View chart
Plante Moran Financial Advisors 666.00 $17k 100% Mar 2024
 View chart
Steward Partners Investment Advisory 400.00 $9.9k 0% Mar 2024
 View chart
Farther Finance Advisors 323.00 $8.0k -74% Mar 2024
 View chart
Mather Group 308.00 $7.5k 100% Mar 2024
 View chart
Maryland Capital Advisors 238.00 $5.9k 100% Mar 2024
 View chart
Brian McDonald 147.00 $3.6k 100% Mar 2024
 View chart

Who sold out of Dimensional Etf Trust?

Fund or Company Name Date Sold Shares Held Valued At
Savant Capital Management Dec 2023 107k $2.6M
Fischer Investment Strategies Sep 2023 106k $2.4M
AE Wealth Management Dec 2023 106k $2.5M
Flow Traders US Dec 2023 44k $1.1M
Citadel Advisors Dec 2023 16k $382k
Envision Financial Planning Dec 2023 9.0k $219k