Who owns DIMENSIONAL ETF TRUST?
- Ticker: DIHP
- CUSIP Number: 25434v765
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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 15M | $401M | 64% | Mar 2024 |
|
| Mercer Global Advisors | 15M | $395M | 39% | Mar 2024 |
|
| Forum Financial Management | 6.1M | $164M | -2% | Mar 2024 |
|
| Vista Wealth Management Group | 5.8M | $157M | 1% | Mar 2024 |
|
| Carlson Capital Management | 3.8M | $103M | -25% | Mar 2024 |
|
| Merriman Wealth Management | 2.9M | $79M | 4% | Mar 2024 |
|
| HighTower Advisors | 2.0M | $53M | 0% | Mar 2024 |
|
| Bridgewater Advisors | 1.9M | $51M | 64% | Mar 2024 |
|
| Bank Of Montreal | 1.8M | $48M | 10% | Mar 2024 |
|
| Buckingham Asset Management | 1.8M | $48M | 145% | Mar 2024 |
|
| Planning Center | 1.8M | $48M | 6% | Mar 2024 |
|
| Aprio Wealth Management | 1.5M | $41M | 14% | Mar 2024 |
|
| CI Private Wealth | 1.4M | $38M | 7% | Mar 2024 |
|
| Satovsky Asset Management | 891k | $24M | -1% | Mar 2024 |
|
| BKD Wealth Advisors | 700k | $19M | 5% | Mar 2024 |
|
| Park Avenue Securities | 648k | $18M | 31% | Mar 2024 |
|
| DiNuzzo Private Wealth | 631k | $17M | 1% | Mar 2024 |
|
| Sax Wealth Advisors | 625k | $17M | 13% | Mar 2024 |
|
| Empowered Funds | 561k | $15M | 100% | Mar 2024 |
|
| Clarius | 550k | $15M | 3579% | Mar 2024 |
|
| True Wealth Design | 546k | $15M | 24% | Mar 2024 |
|
| Buckingham Strategic Partners | 510k | $14M | 40% | Mar 2024 |
|
| Websterrogers Financial Advisors | 499k | $13M | 31% | Mar 2024 |
|
| Efficient Advisors | 489k | $13M | 3% | Mar 2024 |
|
| Market Street Wealth Management Advisors | 471k | $13M | 10% | Mar 2024 |
|
| BetterWealth | 425k | $12M | 1% | Mar 2024 |
|
| Great Oak Capital Partners | 422k | $11M | 35% | Mar 2024 |
|
| TCI Wealth Advisors | 414k | $11M | 4% | Mar 2024 |
|
| Grunden Financial Advisory | 333k | $9.0M | 2% | Mar 2024 |
|
| Walden Wealth Partners | 307k | $7.9M | 100% | Dec 2023 |
|
| Warren Averett Asset Management | 304k | $8.2M | 1% | Mar 2024 |
|
| Sequoia Financial Advisors | 303k | $8.2M | 10% | Mar 2024 |
|
| Vestmark Advisory Solutions | 303k | $8.2M | 14% | Mar 2024 |
|
| Meredith Wealth Planning | 299k | $8.1M | 12% | Mar 2024 |
|
| Fischer Investment Strategies | 297k | $7.6M | 164% | Dec 2023 |
|
| Goss Wealth Management | 286k | $7.7M | 374% | Mar 2024 |
|
| CPA Asset Management | 277k | $7.5M | 3% | Mar 2024 |
|
| Liberty Wealth Management | 258k | $7.0M | -1% | Mar 2024 |
|
| Oceanside Advisors | 243k | $6.5M | 2% | Mar 2024 |
|
| Beacon Pointe Advisors | 235k | $6.0M | -1% | Dec 2023 |
|
| Financial Engines Advisors L.L.C | 228k | $6.1M | 100% | Mar 2024 |
|
| Bank of America Corporation | 215k | $5.8M | 68% | Mar 2024 |
|
| Fortress Wealth Management | 196k | $5.3M | 5% | Mar 2024 |
|
| AE Wealth Management | 192k | $5.2M | -42% | Mar 2024 |
|
| Family Wealth Partners | 189k | $5.1M | 64% | Mar 2024 |
|
| MB Generational Wealth | 187k | $5.0M | 11% | Mar 2024 |
|
| PBMares Wealth Management | 180k | $4.9M | 20% | Mar 2024 |
|
| Dynamic Advisors Solutions | 177k | $4.8M | 11% | Mar 2024 |
|
| Waterfront Wealth | 160k | $4.2M | -1% | Mar 2024 |
|
| Royal Bank of Canada | 156k | $4.2M | 60% | Mar 2024 |
|
| Retirement Solution | 154k | $4.2M | 0% | Mar 2024 |
|
| Quadcap Wealth Management | 152k | $4.1M | 107% | Mar 2024 |
|
| Jane Street | 145k | $3.9M | -80% | Mar 2024 |
|
| Eqis Capital Management | 142k | $3.8M | 100% | Mar 2024 |
|
| Commonwealth Equity Services | 138k | $3.7M | 12% | Mar 2024 |
|
| Chicago Partners Investment | 135k | $3.5M | 9% | Mar 2024 |
|
| Envision Financial Planning | 128k | $3.5M | 23% | Mar 2024 |
|
| Applied Capital | 123k | $3.3M | 7% | Mar 2024 |
|
| Claris Advisors, Llc / Mo / | 117k | $3.1M | 10% | Mar 2024 |
|
| Burns Wealth Management | 99k | $2.7M | 100% | Mar 2024 |
|
| Jpmorgan Chase & Co | 97k | $2.6M | 6% | Mar 2024 |
|
| Yeomans Consulting Group | 94k | $2.5M | 3% | Mar 2024 |
|
| Abel Hall | 94k | $2.5M | 4% | Mar 2024 |
|
| Mariner Wealth Advisors | 87k | $2.3M | 22% | Mar 2024 |
|
| RCS Financial Planning | 80k | $2.1M | -12% | Mar 2024 |
|
| Tortoise Investment Management | 70k | $1.9M | 7% | Mar 2024 |
|
| Hutchinson Capital Management | 68k | $1.8M | 8% | Mar 2024 |
|
| Morgan Stanley | 66k | $1.8M | 2516% | Mar 2024 |
|
| Breakwater Capital Group | 66k | $1.8M | 450% | Mar 2024 |
|
| PFG Advisors | 60k | $1.6M | 6% | Mar 2024 |
|
| Nwam | 57k | $1.5M | 0% | Mar 2024 |
|
| Northwest Wealth Management | 57k | $1.5M | 7% | Mar 2024 |
|
| SC&H Financial Advisors | 56k | $1.5M | 10% | Mar 2024 |
|
| Citadel Advisors | 56k | $1.5M | 100% | Mar 2024 |
|
| LPL Financial | 55k | $1.5M | 31% | Mar 2024 |
|
| Meritas Wealth Management | 55k | $1.5M | 198% | Mar 2024 |
|
| Evanson Asset Management | 55k | $1.5M | 14% | Mar 2024 |
|
| Stifel Financial | 55k | $1.5M | 32% | Mar 2024 |
|
| Mraz, Amerine & Associates | 52k | $1.4M | -9% | Mar 2024 |
|
| Drive Wealth Management | 50k | $1.4M | 21% | Mar 2024 |
|
| Glass Jacobson Investment Advisors | 50k | $1.4M | -9% | Mar 2024 |
|
| Global Trust Asset Management | 50k | $1.3M | 0% | Mar 2024 |
|
| Integrated Wealth Concepts | 48k | $1.3M | 1% | Mar 2024 |
|
| Midwest Heritage Bank | 46k | $1.2M | 150% | Mar 2024 |
|
| Resource Planning Group | 44k | $1.1M | 100% | Dec 2023 |
|
| Atria Investments | 42k | $1.1M | 100% | Dec 2023 |
|
| Lincoln National | 42k | $1.1M | 2% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 42k | $1.1M | 14% | Mar 2024 |
|
| Aspiriant | 40k | $1.1M | 0% | Mar 2024 |
|
| Schubert & Co | 37k | $989k | -1% | Mar 2024 |
|
| Apollon Wealth Management | 36k | $958k | -2% | Mar 2024 |
|
| Ronald Blue Trust | 35k | $950k | 10% | Mar 2024 |
|
| EverSource Wealth Advisors | 33k | $836k | 0% | Mar 2024 |
|
| Milestone Investment Advisors | 32k | $825k | -12% | Dec 2023 |
|
| Wealthsource Partners | 29k | $750k | -1% | Dec 2023 |
|
| Investmark Advisory Group | 28k | $764k | 29% | Mar 2024 |
|
| Wealthspan Partners | 26k | $708k | 14% | Mar 2024 |
|
| Intrepid Capital Management | 26k | $690k | 99% | Mar 2024 |
|
| Branch Banking & Trust Company | 26k | $689k | 8% | Mar 2024 |
|
| Creative Planning | 25k | $669k | -3% | Mar 2024 |
|
| SageView Advisory Group | 25k | $662k | -1% | Mar 2024 |
|
| Rehmann Capital Advisory | 24k | $633k | 20% | Mar 2024 |
|
| Firethorn Wealth Partners | 23k | $631k | 49% | Mar 2024 |
|
| Cardiff Park Advisors | 21k | $532k | 6% | Dec 2023 |
|
| Caprock | 20k | $545k | 1% | Mar 2024 |
|
| Dopkins Wealth Management | 20k | $538k | 21% | Mar 2024 |
|
| Andrews, Lucia Wealth Management | 20k | $507k | -7% | Dec 2023 |
|
| Wealthcare Advisory Partners | 19k | $505k | 5% | Mar 2024 |
|
| Advisor Group Holdings | 19k | $504k | -4% | Mar 2024 |
|
| Wetherby Asset Management | 18k | $483k | 0% | Mar 2024 |
|
| Angeles Wealth Management | 18k | $474k | 100% | Mar 2024 |
|
| UBS Group | 15k | $404k | 3% | Mar 2024 |
|
| Birchcreek Wealth Management | 15k | $398k | -2% | Mar 2024 |
|
| Kestra Advisory Services | 14k | $367k | 24% | Dec 2023 |
|
| GEM Asset Management | 14k | $368k | 0% | Mar 2024 |
|
| Signature | 13k | $349k | 100% | Mar 2024 |
|
| Garrett Investment Advisors | 13k | $340k | 3% | Mar 2024 |
|
| Gemmer Asset Management | 13k | $339k | -12% | Mar 2024 |
|
| Betterment | 13k | $337k | 14% | Mar 2024 |
|
| Hutchens & Kramer Investment Management Group | 11k | $288k | -12% | Mar 2024 |
|
| Advisory Services Network | 10k | $279k | 0% | Mar 2024 |
|
| Brighton Jones | 10k | $276k | 100% | Mar 2024 |
|
| Wealth Enhancement Advisory Services | 10k | $274k | 1% | Mar 2024 |
|
| Unison Advisors | 10k | $273k | -3% | Mar 2024 |
|
| Annapolis Financial Services | 10k | $268k | -54% | Mar 2024 |
|
| Tranquility Partners | 9.6k | $258k | 11% | Mar 2024 |
|
| Bedel Financial Consulting | 9.5k | $255k | 2% | Mar 2024 |
|
| Robertson Stephens Wealth Management | 9.4k | $253k | -72% | Mar 2024 |
|
| Elevate Wealth Advisory | 9.2k | $249k | 1% | Mar 2024 |
|
| 25 | 9.1k | $246k | 1% | Mar 2024 |
|
| Disciplined Investments | 9.0k | $243k | 100% | Mar 2024 |
|
| Heritage Wealth Management, Inc./Texas | 9.0k | $242k | 0% | Mar 2024 |
|
| Altiora Financial Group | 8.8k | $236k | 100% | Mar 2024 |
|
| EnRich Financial Partners | 8.6k | $232k | 100% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 8.4k | $227k | -13% | Mar 2024 |
|
| Mattern Wealth Management | 8.2k | $211k | 100% | Dec 2023 |
|
| Hanover Advisors | 8.1k | $218k | 100% | Mar 2024 |
|
| B.O.S.S. Retirement Advisors | 8.1k | $207k | -3% | Mar 2024 |
|
| Orion Portfolio Solutions | 8.0k | $216k | 100% | Mar 2024 |
|
| Sutton Place Investors | 7.7k | $207k | 100% | Mar 2024 |
|
| Diversified Trust Company | 7.5k | $202k | 100% | Mar 2024 |
|
| Spire Wealth Management | 7.1k | $190k | 69% | Mar 2024 |
|
| Nalls Sherbakoff Group | 6.5k | $167k | 0% | Dec 2023 |
|
| Capital Investment Advisory Services | 5.4k | $145k | 3020% | Mar 2024 |
|
| Phillips Financial Management | 5.4k | $144k | 0% | Mar 2024 |
|
| CWM | 5.1k | $137k | 0% | Mar 2024 |
|
| Pnc Financial Services | 4.5k | $122k | 100% | Mar 2024 |
|
| Lam Group | 3.8k | $102k | 257% | Mar 2024 |
|
| Versant Capital Management | 3.6k | $96k | 0% | Mar 2024 |
|
| Qube Research & Technologies | 3.2k | $85k | 353% | Mar 2024 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Verdad Advisers | Sep 2023 | 304k | $7.0M |
| Susquehanna International | Sep 2023 | 87k | $2.0M |
| Savant Capital Management | Dec 2023 | 74k | $1.9M |
| Flow Traders US | Dec 2023 | 37k | $948k |
| Pine Harbor Wealth Management | Dec 2023 | 11k | $286k |
| JustInvest | Dec 2023 | 8.8k | $226k |