DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Perigon Wealth Management, LLC 1210.03%0.38%0.66%Q3 2011Q3 202313
EVOKE WEALTH, LLC 12120.06%0.76%1.20%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.04%2.67%5.88%Q4 2020Q3 202312
C M BIDWELL & ASSOCIATES LTD 12120.06%0.37%0.57%Q4 2020Q3 202312
Rehmann Capital Advisory Group 12120.15%0.32%0.39%Q4 2020Q3 202312
CGN Advisors LLC 12120.36%0.56%0.75%Q1 2021Q4 202312
Cetera Advisor Networks LLC 12120.01%0.04%0.06%Q4 2020Q3 202312
Tortoise Investment Management, LLC 12120.28%1.38%1.84%Q4 2020Q3 202312
Allworth Financial LP 12120.04%0.51%0.69%Q4 2020Q3 202312
Hardy Reed LLC 12120.16%1.18%1.57%Q4 2020Q3 202312
COWA, LLC 12120.86%2.95%4.08%Q4 2020Q3 202312
Retirement Solution Inc. 12122.02%38.30%57.40%Q4 2020Q3 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
Auxano Advisors, LLC 12120.45%2.88%4.53%Q4 2020Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Versant Capital Management, Inc 12120.13%0.19%0.28%Q1 2021Q4 202312
IFP Advisors, Inc 12120.00%0.13%0.34%Q4 2020Q3 202312
Cambridge Investment Research Advisors, Inc. 12120.00%0.01%0.01%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 12120.44%0.48%0.51%Q4 2020Q3 202312
PBMares Wealth Management LLC 12121.78%4.11%10.40%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.01%0.04%0.06%Q4 2020Q3 202312
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 12120.12%2.35%3.91%Q4 2020Q3 202312
AdvisorNet Financial, Inc 12120.05%0.57%1.00%Q4 2020Q3 202312
Willow Creek Wealth Management Inc. 11110.16%0.59%1.38%Q1 2021Q3 202311
FIRETHORN WEALTH PARTNERS, LLC 831.85%4.38%6.29%Q4 2020Q3 202311
PARSONS CAPITAL MANAGEMENT INC/RI 11110.03%0.06%0.08%Q1 2021Q3 202311
Beacon Financial Advisory LLC 11110.38%0.51%0.77%Q1 2021Q3 202311
FIRST NATIONAL BANK SIOUX FALLS 11110.28%0.41%0.54%Q1 2021Q3 202311
Meridian Wealth Partners, LLC 111110.92%14.58%20.72%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 11110.00%0.01%0.03%Q1 2021Q3 202311
ATLAS CAPITAL ADVISORS LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
MERCER GLOBAL ADVISORS INC /ADV 11110.03%0.04%0.05%Q1 2021Q3 202311
Moisand Fitzgerald Tamayo, LLC 11110.01%0.03%0.06%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 11110.20%0.39%0.47%Q1 2021Q3 202311
Steward Partners Investment Advisory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.01%0.03%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.07%0.22%0.33%Q4 2020Q2 202311
AE Wealth Management LLC 11110.00%0.34%0.88%Q1 2021Q3 202311
CVA Family Office, LLC 830.30%1.47%1.95%Q4 2020Q3 202311
ERn Financial, LLC 11110.34%0.97%1.47%Q1 2021Q3 202311
Ancora Advisors LLC 11110.04%0.10%0.14%Q1 2021Q3 202311
Syverson Strege & Co 11110.24%4.85%10.21%Q1 2021Q3 202311
USAdvisors Wealth Management, LLC 11110.34%0.48%0.70%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.00%0.01%Q1 2021Q3 202311
WEALTHSOURCE PARTNERS, LLC 11110.27%0.59%0.76%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.01%0.01%Q1 2021Q3 202311
SAX WEALTH ADVISORS, LLC 11110.12%0.52%1.05%Q1 2021Q3 202311
Kestra Advisory Services, LLC 740.00%0.01%0.03%Q4 2020Q3 202311
MATHER GROUP, LLC. 11110.01%0.02%0.03%Q1 2021Q3 202311
STIFEL FINANCIAL CORP 10100.00%0.02%0.03%Q2 2021Q3 202310
MAGNOLIA CAPITAL ADVISORS LLC 10100.44%0.68%1.18%Q2 2021Q3 202310
Bridge Advisory, LLC 10100.12%0.92%2.14%Q2 2021Q3 202310
Acorn Wealth Advisors, LLC 10100.18%0.33%0.68%Q2 2021Q3 202310
American Investment Services, Inc. 10100.13%0.27%0.52%Q2 2021Q3 202310
D.A. DAVIDSON & CO. 10100.02%0.03%0.04%Q2 2021Q3 202310
Advisory Alpha, LLC 10100.28%0.39%0.50%Q2 2021Q3 202310
UBS Group AG 10100.00%0.00%0.00%Q2 2021Q3 202310
Private Advisor Group, LLC 730.00%0.02%0.05%Q1 2021Q3 202310
JANE STREET GROUP, LLC 430.00%0.00%0.00%Q4 2020Q3 202310
Advisory Services Network, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
MISSION WEALTH MANAGEMENT, LP 10100.01%0.29%0.48%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 10100.01%0.35%0.66%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.07%0.26%0.51%Q2 2021Q3 202310
Essex Financial Services, Inc. 10100.02%0.03%0.03%Q2 2021Q3 202310
Dynamic Advisor Solutions LLC 640.02%0.05%0.07%Q1 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.02%0.06%0.09%Q2 2021Q3 202310
Aveo Capital Partners, LLC 10100.11%2.16%3.89%Q2 2021Q3 202310
Savant Capital, LLC 10100.04%0.12%0.18%Q2 2021Q3 202310
Mattern Wealth Management LLC 991.12%3.49%5.35%Q3 2021Q3 20239
AWM CAPITAL, LLC 991.57%4.92%11.59%Q3 2021Q3 20239
SUSQUEHANNA INTERNATIONAL GROUP, LLP 810.00%0.00%0.00%Q1 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.09%0.19%0.30%Q3 2021Q3 20239
CIBC WORLD MARKET INC. 540.00%0.00%0.00%Q1 2021Q3 20239
SALEM INVESTMENT COUNSELORS INC 990.00%0.00%0.00%Q3 2021Q3 20239
Diversified Portfolios, Inc. 990.06%0.94%1.41%Q3 2021Q3 20239
MGO ONE SEVEN LLC 990.03%0.07%0.13%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 540.00%0.00%0.01%Q2 2021Q3 20239
Spire Wealth Management 990.00%0.01%0.02%Q3 2021Q3 20239
Disciplined Investments, LLC 990.00%0.01%0.02%Q2 2021Q2 20239
Cetera Investment Advisers 990.02%0.04%0.11%Q3 2021Q3 20239
Integrated Wealth Concepts LLC 990.01%0.06%0.14%Q3 2021Q3 20239
Integrated Advisors Network LLC 990.02%0.03%0.04%Q2 2021Q2 20239
Betterment LLC 990.01%0.04%0.10%Q3 2021Q3 20239
Tranquility Partners, LLC 990.10%0.15%0.21%Q3 2021Q3 20239
KESTRA PRIVATE WEALTH SERVICES, LLC 990.02%0.10%0.27%Q3 2021Q3 20239
Rappaport Reiches Capital Management, LLC 990.27%2.91%7.70%Q3 2021Q3 20239
Teamwork Financial Advisors, LLC 540.09%0.33%0.71%Q1 2021Q3 20239
BRIGHTON JONES LLC 990.03%0.45%0.96%Q3 2021Q3 20239
CWM, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
Sequoia Financial Advisors, LLC 881.23%1.67%1.98%Q4 2021Q3 20238
Financial Connections Group, Inc. 885.70%7.37%17.01%Q4 2021Q3 20238
Ullmann Wealth Partners Group, LLC 880.11%12.21%16.28%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 8821.96%29.72%38.36%Q4 2021Q3 20238
Sanctuary Wealth Management, L.L.C. 510.38%0.71%0.94%Q1 2010Q3 20238
Marshall Financial Group LLC 880.30%0.84%1.06%Q4 2021Q3 20238
My Personal CFO, LLC 881.23%1.86%2.47%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.08%0.12%0.17%Q4 2021Q3 20238
FirstPurpose Wealth LLC 885.74%9.92%12.60%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
HB Wealth Management, LLC 880.14%0.38%0.52%Q4 2021Q3 20238
Evanson Asset Management, LLC 510.04%0.07%0.09%Q1 2021Q3 20238
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 883.18%4.14%5.65%Q4 2021Q3 20238
Spinnaker Investment Group, LLC 885.33%10.26%13.73%Q4 2021Q3 20238
Parsec Financial Management, Inc. 881.19%3.21%5.03%Q2 2021Q1 20238
Lauterbach Financial Advisors, LLC 880.67%0.72%0.82%Q4 2021Q3 20238
Modera Wealth Management, LLC 880.02%0.69%2.76%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.84%2.64%4.98%Q4 2021Q3 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.23%0.37%0.47%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 881.72%2.92%3.85%Q4 2021Q3 20238
Graves Light Lenhart Wealth, Inc. 440.01%0.02%0.03%Q3 2021Q3 20238
West Financial Advisors, LLC 880.08%0.52%3.32%Q4 2021Q3 20238
City State Bank 880.13%0.19%0.22%Q4 2021Q3 20238
DOPKINS WEALTH MANAGEMENT, LLC 880.40%0.59%0.80%Q4 2021Q3 20238
Laurel Wealth Advisors, Inc. 880.04%0.14%0.23%Q1 2021Q4 20228
Renaissance Technologies 620.00%0.00%0.00%Q3 2021Q3 20238
G2 CAPITAL MANAGEMENT, LLC / OH 880.31%0.43%0.51%Q4 2021Q3 20238
Concord Wealth Partners 880.00%0.03%0.07%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.17%0.68%0.94%Q4 2021Q3 20238
RVW Wealth, LLC 880.05%2.87%4.47%Q1 2022Q4 20238
SC&H Financial Advisors, Inc. 880.99%4.00%5.60%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.34%0.71%1.04%Q2 2021Q1 20238
Shearwater Capital LLC 880.24%0.32%0.44%Q4 2021Q3 20238
Creative Planning 770.00%0.01%0.02%Q1 2022Q3 20237
CHERRYDALE WEALTH MANAGEMENT, LLC 772.69%4.13%4.77%Q2 2022Q4 20237
Cahill Wealth Management, LLC 770.44%0.74%1.48%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Beacon Pointe Advisors, LLC 770.04%0.07%0.08%Q1 2022Q3 20237
CPWM, LLC 770.11%0.23%0.46%Q1 2021Q3 20227
HighTower Advisors, LLC 520.00%0.00%0.00%Q4 2021Q3 20237
Apella Capital, LLC 310.02%0.10%0.22%Q4 2021Q4 20237
J.P. Morgan Private Wealth Advisors LLC 770.00%0.00%0.00%Q1 2022Q3 20237
VAN DEN BERG MANAGEMENT I, INC 430.06%0.07%0.09%Q4 2021Q3 20237
RETIREMENT GUYS FORMULA LLC 771.25%1.67%2.03%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.00%0.03%Q1 2022Q3 20237
CFS Investment Advisory Services, LLC 770.06%0.12%0.19%Q1 2022Q3 20237
Physician Wealth Advisors, Inc. 770.52%1.79%2.69%Q1 2022Q3 20237
Plancorp, LLC 770.02%0.47%0.64%Q1 2022Q3 20237
BANK OF AMERICA CORP /DE/ 770.00%0.00%0.00%Q1 2022Q3 20237
MORRIS FINANCIAL CONCEPTS, INC. 430.00%0.11%0.17%Q4 2021Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 770.02%0.05%0.06%Q1 2022Q3 20237
Shore Point Advisors, LLC 610.02%0.85%1.06%Q4 2021Q3 20237
Applied Capital LLC 770.26%0.56%0.91%Q1 2021Q3 20227
Mariner, LLC 770.01%0.03%0.06%Q1 2022Q3 20237
CARDIFF PARK ADVISORS, LLC 770.00%0.05%0.10%Q1 2022Q3 20237
tru Independence LLC 770.08%0.09%0.10%Q1 2022Q3 20237
Total Wealth Planning, LLC 770.10%0.68%2.55%Q1 2022Q3 20237
Krilogy Financial LLC 770.13%1.40%2.99%Q1 2022Q3 20237
Chico Wealth RIA 773.57%5.21%6.38%Q1 2022Q3 20237
Main Street Financial Solutions, LLC 770.04%0.06%0.09%Q1 2022Q3 20237
HUTCHINSON CAPITAL MANAGEMENT/CA 770.06%0.86%1.11%Q1 2022Q3 20237
PATHSTONE FAMILY OFFICE, LLC 660.02%0.26%1.35%Q2 2022Q3 20236
180 WEALTH ADVISORS, LLC 660.05%0.30%0.42%Q2 2022Q3 20236
Steward Financial Group LLC 660.06%0.18%0.45%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.16%0.69%1.43%Q2 2022Q3 20236
BRIGGS ADVISORY GROUP, INC. 660.20%0.23%0.31%Q2 2022Q3 20236
Five Oceans Advisors 660.18%0.27%0.39%Q1 2022Q2 20236
FORVIS Wealth Advisors, LLC 660.28%0.45%0.61%Q2 2022Q3 20236
JFS WEALTH ADVISORS, LLC 660.00%0.48%0.83%Q2 2022Q3 20236
Orion Capital Management LLC 660.04%0.14%0.31%Q2 2022Q3 20236
Gemmer Asset Management LLC 660.01%0.02%0.03%Q4 2020Q1 20226
Tower Research Capital LLC (TRC) 660.00%0.00%0.01%Q2 2022Q3 20236
Qube Research & Technologies Ltd 510.00%0.00%0.01%Q4 2021Q3 20236
GOULD ASSET MANAGEMENT LLC /CA/ 660.07%0.16%0.19%Q2 2022Q3 20236
Kovack Advisors, Inc. 510.03%0.03%0.04%Q1 2021Q3 20226
Quantum Financial Advisors, LLC 660.74%1.10%1.77%Q2 2022Q3 20236
Adams Chetwood Wealth Management LLC 660.30%4.54%7.34%Q4 2020Q1 20226
BLUESTEIN R H & CO LLC 660.01%0.02%0.04%Q2 2021Q3 20226
Sloy Dahl & Holst, LLC 510.04%0.07%0.10%Q1 2021Q3 20226
Sowell Financial Services LLC 660.08%0.16%0.21%Q2 2022Q3 20236
Great Point Wealth Advisors, LLC 662.34%3.43%5.53%Q2 2022Q3 20236
Highland Financial Advisors, LLC 666.61%7.81%8.36%Q2 2022Q3 20236
LPL Financial LLC 660.00%0.00%0.01%Q2 2022Q3 20236
Madrona Financial Services, LLC 660.12%0.13%0.13%Q2 2022Q3 20236
GREENLEAF TRUST 660.00%0.03%0.04%Q1 2022Q2 20236
Forum Private Client Group LLC 661.04%1.08%1.20%Q1 2022Q2 20236
MARK SHEPTOFF FINANCIAL PLANNING, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Sageworth Trust Co 660.00%0.04%0.13%Q2 2022Q3 20236
ASSETMARK, INC 660.01%0.02%0.06%Q2 2022Q3 20236
Brookstone Capital Management 420.01%0.01%0.01%Q1 2022Q3 20236
WOLFF WIESE MAGANA LLC 662.42%2.70%2.93%Q2 2022Q3 20236
Intrepid Financial Planning Group LLC 660.44%0.49%0.57%Q2 2022Q3 20236
CAPITAL PERFORMANCE ADVISORS LLP 660.50%0.62%0.72%Q2 2022Q3 20236
Rather & Kittrell, Inc. 660.66%1.26%1.57%Q2 2022Q3 20236
Column Capital Advisors, LLC 660.02%0.05%0.13%Q2 2022Q3 20236
Morling Financial Advisors, LLC 661.19%2.81%6.02%Q2 2022Q3 20236
Cassady Schiller Wealth Management, LLC 420.10%0.14%0.24%Q1 2022Q3 20236
M Holdings Securities, Inc. 660.04%0.10%0.24%Q1 2022Q2 20236
Zhang Financial LLC 660.93%1.32%1.55%Q2 2022Q3 20236
Morton Capital Management LLC/CA 661.28%1.64%1.99%Q2 2022Q3 20236
Cooper Financial Group 660.27%0.29%0.33%Q2 2022Q3 20236
Schubert & Co 660.00%0.08%0.23%Q4 2021Q1 20236
Citadel Advisors 210.00%0.00%0.00%Q1 2021Q2 20236
Capstone Financial Advisors, Inc. 410.08%0.39%1.67%Q2 2022Q3 20235
Wescott Financial Advisory Group, LLC 550.12%0.16%0.21%Q3 2022Q3 20235
CATALYST PRIVATE WEALTH, LLC 551.49%2.42%3.52%Q4 2022Q4 20235
WELLS FARGO & COMPANY/MN 320.00%0.00%0.00%Q1 2022Q3 20235
JACKSON THORNTON ASSET MANAGEMENT, LLC 550.37%0.53%0.60%Q3 2022Q3 20235
ACT Advisors, LLC. 551.33%6.98%10.12%Q3 2022Q3 20235
Mutual Advisors, LLC 410.01%0.02%0.05%Q1 2022Q3 20235
MAI Capital Management 550.02%0.08%0.12%Q3 2022Q3 20235
Bay Harbor Wealth Management, LLC 550.02%1.41%2.87%Q3 2022Q3 20235
Eldridge Investment Advisors, Inc. 550.16%0.17%0.18%Q3 2022Q3 20235
TOWNSQUARE CAPITAL LLC 410.01%0.02%0.02%Q3 2021Q3 20235
CAHILL FINANCIAL ADVISORS INC 550.26%0.27%0.28%Q3 2022Q3 20235
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.01%Q3 2022Q3 20235
JPMORGAN CHASE & CO 410.00%0.00%0.00%Q2 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.04%0.06%0.13%Q3 2022Q3 20235
STONNINGTON GROUP, LLC 550.06%0.07%0.08%Q1 2022Q1 20235
BARRETT & COMPANY, INC. 550.33%0.35%0.36%Q3 2022Q3 20235
McClarren Financial Advisors, Inc. 550.08%0.08%0.08%Q3 2022Q3 20235
B.O.S.S. Retirement Advisors, LLC 550.20%0.30%0.40%Q4 2022Q4 20235
Helen Stephens Group, LLC 551.37%1.65%2.14%Q3 2022Q3 20235
Essential Planning, LLC. 555.34%16.28%19.65%Q3 2022Q3 20235
Csenge Advisory Group 550.02%0.03%0.03%Q3 2022Q3 20235
Exeter Financial, LLC 550.14%0.61%1.01%Q3 2022Q3 20235
GOLDMAN SACHS GROUP INC 320.00%0.00%0.00%Q4 2021Q1 20235
Strategic Investment Solutions, Inc. /IL 440.63%1.86%3.68%Q4 2022Q3 20234
IEQ CAPITAL, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.17%0.19%0.20%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 442.45%2.50%2.58%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 440.07%0.10%0.12%Q4 2022Q3 20234
ASSET MANAGEMENT CORP /IL/ /ADV 440.22%0.24%0.27%Q2 2021Q1 20224
WMS Partners, LLC 440.60%0.71%0.88%Q4 2022Q3 20234
TCP Asset Management, LLC 447.85%8.09%8.35%Q4 2022Q3 20234
Cetera Advisors LLC 440.01%0.01%0.01%Q4 2020Q3 20214
RS CRUM INC. 440.13%0.16%0.18%Q4 2021Q3 20224
LAM GROUP, INC. 440.26%0.33%0.36%Q4 2022Q3 20234
DIMENSIONAL FUND ADVISORS LP 440.00%0.00%0.00%Q4 2020Q3 20214
Alpha Financial Advisors, LLC 446.32%7.67%8.95%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 443.15%3.70%4.05%Q4 2022Q3 20234
Kooman & Associates 448.99%25.96%36.62%Q4 2022Q3 20234
Vawter Financial, Ltd. 440.23%0.28%0.32%Q4 2022Q3 20234
Sterling Financial Group, Inc. 4410.91%11.59%13.26%Q4 2022Q3 20234
EXENCIAL WEALTH ADVISORS, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
DFPG INVESTMENTS, LLC 440.03%0.06%0.12%Q3 2022Q2 20234
LIBERTY WEALTH MANAGEMENT LLC 310.93%2.62%3.72%Q3 2022Q3 20234
Silver Oak Advisory Group, Inc. 440.15%0.21%0.26%Q4 2022Q3 20234
SOL Capital Management CO 440.06%0.06%0.06%Q4 2022Q3 20234
NEXT Financial Group, Inc 440.00%0.00%0.01%Q1 2021Q4 20214
WPWealth LLP 448.48%9.15%9.84%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.51%0.52%0.54%Q4 2022Q3 20234
Heritage Investment Group, Inc. 441.50%2.03%3.54%Q4 2022Q3 20234
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q3 2022Q3 20234
Cerity Partners LLC 440.00%0.00%0.01%Q4 2022Q3 20234
FMR LLC 210.00%0.00%0.00%Q2 2021Q3 20234
Financial Alternatives, Inc 441.56%1.60%1.62%Q4 2022Q3 20234
Liberty Capital Management, Inc. 220.06%0.06%0.06%Q4 2021Q3 20234
DRIVE WEALTH MANAGEMENT, LLC 440.12%0.18%0.22%Q1 2022Q4 20224
Creative Capital Management Investments LLC 440.03%0.04%0.08%Q4 2022Q3 20234
Pioneer Wealth Management Group 448.49%9.85%11.60%Q4 2022Q3 20234
Cypress Wealth Services, LLC 440.12%0.12%0.14%Q4 2022Q3 20234
Geneos Wealth Management Inc. 310.00%0.00%0.00%Q3 2022Q3 20234
Private Ocean, LLC 441.83%1.92%1.97%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Greenspring Advisors, LLC 440.09%0.53%0.76%Q4 2022Q3 20234
MELFA WEALTH MANAGEMENT, INC. 441.94%2.13%2.42%Q4 2022Q3 20234
Investmark Advisory Group LLC 440.99%1.40%1.69%Q4 2022Q3 20234
RCS Financial Planning, LLC 442.61%3.22%3.69%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 210.04%0.05%0.06%Q2 2021Q2 20234
Heritage Wealth Management, Inc./Texas 440.48%0.51%0.53%Q4 2022Q3 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2021Q3 20224
Glassman Wealth Services 440.03%0.03%0.04%Q4 2022Q3 20234
FinDec Wealth Services, Inc. 446.52%6.99%8.19%Q4 2022Q3 20234
Olistico Wealth, LLC 441.30%1.55%1.85%Q4 2022Q3 20234
CLARIS ADVISORS, LLC / MO / 442.26%2.69%3.36%Q4 2022Q3 20234
Index Fund Advisors, Inc. 220.01%0.02%0.03%Q4 2021Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 441.06%1.09%1.10%Q4 2022Q3 20234
Equitable Holdings, Inc. 310.00%0.00%0.01%Q2 2022Q2 20234
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Security Financial Services, INC. 441.13%1.28%1.38%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 443.18%3.38%3.65%Q4 2022Q3 20234
US BANCORP \DE\ 440.00%0.00%0.00%Q4 2022Q3 20234
Arista Wealth Management, LLC 442.10%12.62%20.42%Q4 2022Q3 20234
Renasant Bank 440.34%0.35%0.36%Q1 2021Q4 20214
GEM Asset Management, LLC 442.06%2.28%2.44%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.06%0.08%Q4 2022Q3 20234
Gradient Capital Advisors, LLC 440.09%0.11%0.11%Q4 2022Q3 20234
SOUNDMARK WEALTH MANAGEMENT, LLC 310.12%0.20%0.32%Q1 2022Q2 20234
Pinnacle Financial Group, LLC / IL 441.24%1.29%1.38%Q4 2022Q3 20234
True Wealth Design, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Northland Capital Management LLC 447.01%10.57%18.35%Q4 2021Q3 20224
PRIVATE TRUST CO NA 440.00%0.00%0.00%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.27%0.29%0.30%Q4 2022Q3 20234
KRAFT ASSET MANAGEMENT, LLC 440.26%0.41%0.47%Q4 2022Q3 20234
Bromfield Sneider Wealth Advisors 440.07%0.29%0.51%Q1 2023Q4 20234
Shira Ridge Wealth Management 449.29%9.95%10.66%Q4 2022Q3 20234
Meritas Wealth Management, LLC 442.02%2.18%2.29%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 442.42%3.55%4.44%Q4 2022Q3 20234
RFG Advisory, LLC 330.43%0.47%0.52%Q1 2022Q3 20223
VeraBank, N.A. 330.94%2.57%3.51%Q1 2023Q3 20233
Waypoint Capital Advisors, LLC 330.27%0.37%0.43%Q1 2023Q3 20233
Stratos Wealth Advisors, LLC 330.03%0.03%0.03%Q4 2021Q2 20223
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 210.00%0.00%0.00%Q3 2021Q2 20233
Yoder Wealth Management, Inc. 330.56%0.60%0.62%Q1 2023Q3 20233
Coppell Advisory Solutions LLC 210.06%0.07%0.08%Q4 2022Q3 20233
Washington Trust Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
First Command Bank 330.00%0.00%0.01%Q2 2021Q4 20213
Foundations Investment Advisors, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
Root Financial Partners, LLC 330.41%0.51%0.60%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Sound Income Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 211.67%2.56%3.03%Q4 2022Q3 20233
Bridgewater Advisors Inc. 330.05%0.08%0.12%Q4 2021Q2 20223
Colony Family Offices, LLC 330.19%0.21%0.22%Q1 2023Q3 20233
Homrich & Berg 330.04%0.09%0.12%Q1 2021Q3 20213
Heirloom Wealth Management 331.61%1.77%1.86%Q1 2023Q3 20233
WIPFLI FINANCIAL ADVISORS LLC, 330.22%1.10%2.71%Q1 2022Q3 20223
Tanglewood Legacy Advisors, LLC 331.34%1.50%1.58%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.04%0.04%0.04%Q1 2023Q3 20233
Cypress Point Wealth Management, LLC 330.40%1.21%2.81%Q1 2023Q3 20233
Warwick Investment Management, Inc. 330.22%0.23%0.24%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.03%0.04%0.06%Q1 2023Q3 20233
Watchman Group, Inc. 330.25%1.88%3.34%Q3 2021Q1 20223
Wealthfront Advisers LLC 210.00%0.00%0.00%Q3 2022Q3 20233
First Command Financial Services, Inc. 330.00%0.00%0.01%Q2 2021Q4 20213
EATON VANCE MANAGEMENT 330.00%0.06%0.09%Q3 2021Q1 20223
MOSAIC FAMILY WEALTH PARTNERS, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
OAKWOOD CAPITAL MANAGEMENT LLC/CA 335.66%5.78%5.88%Q4 2020Q2 20213
Waterfront Wealth Inc. 330.59%0.68%0.79%Q1 2023Q3 20233
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Nalls Sherbakoff Group, LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Silicon Hills Wealth Management, LLC 210.23%0.64%0.85%Q3 2022Q2 20233
CREATIVE FINANCIAL DESIGNS INC /ADV 330.03%0.03%0.03%Q1 2023Q3 20233
Lauer Wealth, LLC 330.63%0.73%0.79%Q1 2023Q3 20233
OLD MISSION CAPITAL LLC 220.03%0.20%0.36%Q2 2022Q3 20222
KEB ASSET MANAGEMENT, LLC 110.26%0.53%0.81%Q4 2021Q2 20222
TCWP LLC 220.50%1.01%1.52%Q2 2022Q3 20222
Perfromance Wealth Partners, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.00%0.02%0.03%Q2 2022Q3 20222
Joel Isaacson & Co., LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Cordasco Financial Network 220.00%0.00%0.00%Q1 2022Q2 20222
Waypoint Wealth Partners Inc. 220.84%2.10%3.37%Q2 2022Q3 20222
Wealthcare Advisory Partners LLC 220.03%0.04%0.05%Q1 2023Q2 20232
LINCOLN NATIONAL CORP 220.01%0.01%0.01%Q3 2022Q4 20222
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Financial Engines Advisors L.L.C. 220.00%0.00%0.01%Q1 2023Q2 20232
Blankinship & Foster, LLC 2225.93%26.16%26.39%Q2 2023Q3 20232
SYM FINANCIAL Corp 220.34%0.35%0.37%Q2 2023Q3 20232
Investment Advisory Group, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
HATTON CONSULTING, INC. 220.19%0.20%0.20%Q2 2021Q3 20212
Capital Financial Services, LLC 220.77%0.90%1.02%Q3 2022Q4 20222
Ironwood Financial, llc 220.01%0.01%0.01%Q2 2021Q3 20212
PEAPACK GLADSTONE FINANCIAL CORP 110.01%0.01%0.02%Q4 2020Q4 20212
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2022Q4 20232
CITIGROUP INC 220.00%0.00%0.00%Q2 2023Q3 20232
Wealthstream Advisors, Inc. 220.25%0.31%0.37%Q2 2022Q3 20222
Jacobi Capital Management LLC 220.03%0.04%0.06%Q2 2023Q3 20232
HARBOUR INVESTMENTS, INC. 220.00%0.00%0.00%Q2 2021Q3 20212
ARS Wealth Advisors Group, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
Waverly Advisors, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
Geometric Wealth Advisors 221.43%3.44%5.46%Q1 2022Q2 20222
PARK AVENUE SECURITIES LLC 220.05%0.05%0.05%Q2 2023Q3 20232
USCA RIA LLC 220.04%0.07%0.11%Q1 2021Q2 20212
Brainard Capital Management LLC 223.66%4.03%4.40%Q4 2022Q1 20232
BetterWealth, LLC 223.24%4.62%6.00%Q4 2021Q1 20222
Avior Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Forum Financial Management, LP 220.02%0.02%0.02%Q2 2023Q3 20232
Asset Dedication, LLC 110.00%0.00%0.00%Q1 2022Q3 20232
FIRST CITIZENS BANK & TRUST CO 220.03%0.03%0.03%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.02%0.29%0.55%Q4 2021Q1 20222
AlphaCore Capital LLC 220.03%0.03%0.03%Q2 2023Q3 20232
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
BCM ADVISORS, LLC 1113.10%13.10%13.10%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.11%0.11%0.11%Q2 2022Q2 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
Curi Wealth Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
KENNEDY INVESTMENT GROUP 110.17%0.17%0.17%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
Heritage Financial Services, LLC 110.78%0.78%0.78%Q3 2022Q3 20221
BLODGETT WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Valued Wealth Advisors LLC 1117.80%17.80%17.80%Q4 2023Q4 20231
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
CarsonAllaria Wealth Management, Ltd. 110.29%0.29%0.29%Q2 2022Q2 20221
Kure Advisory, LLC 118.13%8.13%8.13%Q3 2023Q3 20231
RESOLUTE FINANCIAL, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Apollon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Austin Wealth Management, LLC 113.47%3.47%3.47%Q3 2023Q3 20231
Coppell Advisory Solutions Corp. 110.07%0.07%0.07%Q4 2022Q4 20221
Activest Wealth Management 113.53%3.53%3.53%Q2 2023Q2 20231
Carroll Financial Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Ascent Group, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
TFC Financial Management, Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Stratos Wealth Partners, LTD. 110.02%0.02%0.02%Q3 2023Q3 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q1 2022Q1 20221
Moss Adams Wealth Advisors LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Ameritas Advisory Services, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Envision Financial Planning, LLC 1112.74%12.74%12.74%Q3 2023Q3 20231
Congress Wealth Management LLC / DE / 110.01%0.01%0.01%Q3 2023Q3 20231
WEBSTERROGERS FINANCIAL ADVISORS, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
55I, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q4 2022Q4 20221
L & S Advisors Inc 110.21%0.21%0.21%Q1 2023Q1 20231
Tempus Wealth Planning, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Keudell/Morrison Wealth Management 1118.84%18.84%18.84%Q3 2021Q3 20211
Vertex Planning Partners, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
WealthStone, Inc. 112.76%2.76%2.76%Q4 2020Q4 20201
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Quent Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Planning Center, Inc. 110.14%0.14%0.14%Q4 2022Q4 20221
Relative Value Partners Group, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 114.27%4.27%4.27%Q2 2022Q2 20221
Copperleaf Capital, LLC 110.44%0.44%0.44%Q2 2023Q2 20231
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
BUILDER INVESTMENT GROUP INC /ADV 110.11%0.11%0.11%Q3 2023Q3 20231
Caerus Investment Advisors, LLC 114.10%4.10%4.10%Q2 2022Q2 20221
External links

This page lists all the filers that currently own DIMENSIONAL ETF TRUST or have owned DIMENSIONAL ETF TRUST in the past.