DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
AdvisorNet Financial, Inc 12120.02%0.08%0.20%Q4 2020Q3 202312
COLLECTIVE FAMILY OFFICE LLC 12120.57%1.69%2.81%Q4 2020Q3 202312
IFP Advisors, Inc 12120.00%0.03%0.08%Q4 2020Q3 202312
Chicago Partners Investment Group LLC 12120.11%0.24%0.41%Q4 2020Q3 202312
TCI Wealth Advisors, Inc. 12120.01%0.29%0.91%Q4 2020Q3 202312
Tortoise Investment Management, LLC 12120.01%0.23%0.48%Q4 2020Q3 202312
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
C M BIDWELL & ASSOCIATES LTD 12120.01%0.20%0.32%Q4 2020Q3 202312
PBMares Wealth Management LLC 12120.86%1.72%3.20%Q4 2020Q3 202312
EVOKE WEALTH, LLC 12120.14%0.76%1.00%Q4 2020Q3 202312
Rehmann Capital Advisory Group 12120.02%0.06%0.08%Q4 2020Q3 202312
Versant Capital Management, Inc 12120.15%0.24%0.57%Q1 2021Q4 202312
ROYAL BANK OF CANADA 12120.00%0.00%0.00%Q4 2020Q3 202312
CGN Advisors LLC 12120.10%0.27%0.58%Q1 2021Q4 202312
Perigon Wealth Management, LLC 1110.06%0.15%0.28%Q3 2011Q3 202312
MERCER GLOBAL ADVISORS INC /ADV 11110.01%0.25%0.50%Q1 2021Q3 202311
Raymond James Financial Services Advisors, Inc. 11110.00%0.02%0.06%Q1 2021Q3 202311
CreativeOne Wealth, LLC 11110.03%0.04%0.06%Q1 2021Q3 202311
American Investment Services, Inc. 11110.21%0.33%0.46%Q1 2021Q3 202311
Allworth Financial LP 11110.00%0.03%0.07%Q1 2021Q3 202311
Annapolis Financial Services, LLC 11110.06%0.91%1.70%Q1 2021Q3 202311
Private Ocean, LLC 11110.00%0.54%3.21%Q1 2021Q3 202311
PARSONS CAPITAL MANAGEMENT INC/RI 11110.02%0.02%0.03%Q1 2021Q3 202311
Capital Investment Advisory Services, LLC 11110.03%0.07%0.10%Q1 2021Q3 202311
Avior Wealth Management, LLC 11110.16%0.30%0.42%Q1 2021Q3 202311
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
ENVESTNET ASSET MANAGEMENT INC 11110.00%0.03%0.05%Q1 2021Q3 202311
OSAIC HOLDINGS, INC. 11110.00%0.00%0.01%Q1 2021Q3 202311
Evanson Asset Management, LLC 11110.08%0.12%0.16%Q1 2021Q3 202311
BURNEY CO/ 11110.01%0.02%0.03%Q1 2021Q3 202311
Wealthquest Corp 11110.12%0.36%0.62%Q1 2021Q3 202311
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.02%0.03%Q1 2021Q3 202311
Bristlecone Advisors, LLC 11110.04%0.10%0.18%Q1 2021Q3 202311
Syverson Strege & Co 11110.03%0.63%1.23%Q1 2021Q3 202311
Gradient Capital Advisors, LLC 11110.60%0.73%0.98%Q1 2021Q3 202311
Ancora Advisors LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
JANE STREET GROUP, LLC 910.00%0.00%0.01%Q4 2020Q3 202310
MATHER GROUP, LLC. 10100.01%0.10%0.17%Q2 2021Q3 202310
UBS Group AG 10100.00%0.01%0.03%Q2 2021Q3 202310
WEALTHSOURCE PARTNERS, LLC 10100.02%0.10%0.27%Q2 2021Q3 202310
Diversified Portfolios, Inc. 10100.09%1.62%3.32%Q2 2021Q3 202310
Aveo Capital Partners, LLC 10100.05%1.27%2.32%Q2 2021Q3 202310
FIRETHORN WEALTH PARTNERS, LLC 820.23%0.49%0.75%Q1 2021Q3 202310
STIFEL FINANCIAL CORP 10100.00%0.00%0.01%Q2 2021Q3 202310
Advisory Alpha, LLC 10100.06%0.18%0.31%Q2 2021Q3 202310
Fort Henry Capital, LLC 10100.30%1.44%2.29%Q2 2021Q3 202310
Kestra Advisory Services, LLC 10100.00%0.01%0.01%Q2 2021Q3 202310
Disciplined Investments, LLC 10100.00%0.90%1.88%Q2 2021Q3 202310
Hill Investment Group Partners, LLC 10100.09%0.41%1.24%Q2 2021Q3 202310
CVA Family Office, LLC 820.16%0.62%1.71%Q1 2021Q3 202310
Moisand Fitzgerald Tamayo, LLC 10100.02%1.96%2.85%Q2 2021Q3 202310
BANK OF MONTREAL /CAN/ 820.00%0.00%0.01%Q1 2021Q3 202310
Willow Creek Wealth Management Inc. 10100.08%0.43%0.63%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Cambridge Investment Research Advisors, Inc. 10100.00%0.00%0.01%Q2 2021Q3 202310
BUCKINGHAM STRATEGIC WEALTH, LLC 990.01%0.16%0.29%Q3 2021Q3 20239
MISSION WEALTH MANAGEMENT, LP 990.03%0.43%1.02%Q3 2021Q3 20239
BRIGHTON JONES LLC 990.01%0.20%0.33%Q3 2021Q3 20239
Apella Capital, LLC 630.03%0.10%0.21%Q3 2021Q4 20239
Financial Planning & Information Services, Inc. 990.40%2.16%3.24%Q3 2021Q3 20239
Pinnacle Family Advisors, LLC 540.12%0.15%0.32%Q2 2021Q3 20239
Betterment LLC 990.00%0.01%0.02%Q3 2021Q3 20239
BAKER BOYER NATIONAL BANK 810.51%0.68%0.88%Q2 2021Q3 20239
AWM CAPITAL, LLC 990.58%2.87%5.88%Q3 2021Q3 20239
RAYMOND JAMES & ASSOCIATES 540.00%0.00%0.00%Q2 2021Q3 20239
MML INVESTORS SERVICES, LLC 630.00%0.05%0.09%Q2 2021Q3 20239
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 990.02%0.63%1.15%Q3 2021Q3 20239
OKABENA INVESTMENT SERVICES INC 990.08%1.28%5.07%Q3 2021Q3 20239
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 880.98%1.68%2.32%Q4 2021Q3 20238
FLOW TRADERS U.S. LLC 310.03%0.34%0.75%Q1 2021Q3 20238
Cetera Investment Advisers 710.00%0.02%0.04%Q3 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.31%0.41%0.48%Q4 2021Q3 20238
WMG Financial Advisors, LLC 880.42%1.33%1.91%Q4 2021Q3 20238
Cordant, Inc. 880.53%0.59%0.82%Q4 2021Q3 20238
BUCKINGHAM STRATEGIC PARTNERS, LLC 880.06%0.14%0.27%Q4 2021Q3 20238
City State Bank 880.30%0.47%0.67%Q4 2021Q3 20238
Midwest Heritage Bank, FSB 881.60%3.36%5.08%Q4 2021Q3 20238
RNC CAPITAL MANAGEMENT LLC 880.01%0.03%0.05%Q3 2021Q2 20238
Sequoia Financial Advisors, LLC 880.05%0.26%0.39%Q4 2021Q3 20238
SUTTON PLACE INVESTORS LLC 880.97%2.75%4.02%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.01%0.01%Q4 2021Q3 20238
SOL Capital Management CO 880.04%0.71%1.26%Q4 2021Q3 20238
Quad-Cities Investment Group, LLC 880.22%0.60%0.91%Q4 2021Q3 20238
D.A. DAVIDSON & CO. 620.00%0.01%0.01%Q2 2021Q3 20238
JFS WEALTH ADVISORS, LLC 880.01%0.78%1.49%Q4 2021Q3 20238
ML & R WEALTH MANAGEMENT LLC 880.25%0.50%0.81%Q4 2021Q3 20238
FirstPurpose Wealth LLC 881.17%1.97%2.41%Q4 2021Q3 20238
Marshall Financial Group LLC 880.26%0.44%0.55%Q4 2021Q3 20238
Aquire Wealth Advisors, LLC 883.28%6.18%8.57%Q4 2021Q3 20238
Financial Connections Group, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
HighTower Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Lauterbach Financial Advisors, LLC 880.23%0.25%0.28%Q4 2021Q3 20238
SAX WEALTH ADVISORS, LLC 880.11%0.46%0.81%Q4 2021Q3 20238
OLD MISSION CAPITAL LLC 510.02%0.25%0.68%Q2 2021Q3 20238
STONNINGTON GROUP, LLC 620.02%0.07%0.13%Q1 2021Q1 20238
Investmark Advisory Group LLC 880.20%0.51%0.64%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.10%0.18%Q4 2021Q3 20238
Mariner, LLC 880.00%0.12%0.18%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.12%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.71%2.10%2.62%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.23%0.57%0.74%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.21%0.59%1.40%Q4 2021Q3 20238
TRIAD FINANCIAL ADVISORS, INC. 880.10%0.15%0.22%Q4 2021Q3 20238
Rather & Kittrell, Inc. 880.23%0.76%1.87%Q4 2021Q3 20238
Shearwater Capital LLC 880.77%0.98%1.11%Q4 2021Q3 20238
MORGAN STANLEY 880.00%0.00%0.00%Q4 2021Q3 20238
McIlrath & Eck, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
SALEM INVESTMENT COUNSELORS INC 880.00%0.00%0.00%Q4 2021Q3 20238
USAdvisors Wealth Management, LLC 880.09%0.16%0.20%Q4 2021Q3 20238
Bedel Financial Consulting, Inc. 880.00%0.98%2.53%Q3 2021Q2 20238
Citadel Advisors 320.00%0.00%0.00%Q4 2020Q2 20238
Shore Point Advisors, LLC 880.01%4.84%6.04%Q4 2021Q3 20238
Baldrige Asset Management LLC 880.17%0.54%1.00%Q2 2021Q1 20238
Level Financial Advisors 880.62%1.36%1.87%Q4 2021Q3 20238
CLARIS ADVISORS, LLC / MO / 880.25%0.57%0.93%Q4 2021Q3 20238
Relaxing Retirement Coach 880.25%2.65%6.65%Q3 2021Q2 20238
RETIREMENT GUYS FORMULA LLC 770.30%0.47%0.55%Q1 2022Q3 20237
FIRST NATIONAL BANK SIOUX FALLS 770.29%0.60%1.00%Q1 2021Q3 20227
Applied Capital LLC 770.20%0.35%0.45%Q1 2021Q3 20227
Beacon Pointe Advisors, LLC 770.02%0.04%0.05%Q1 2022Q3 20237
Chico Wealth RIA 774.54%7.81%9.18%Q1 2022Q3 20237
Wealth Dimensions Group, Ltd. 770.84%1.30%1.78%Q1 2022Q3 20237
Aptus Capital Advisors, LLC 770.03%0.11%0.17%Q1 2022Q3 20237
FMR LLC 610.00%0.01%0.02%Q2 2021Q3 20237
Physician Wealth Advisors, Inc. 770.86%1.74%2.41%Q1 2022Q3 20237
EverSource Wealth Advisors, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
SJS Investment Consulting Inc. 520.00%0.05%0.10%Q4 2021Q3 20237
Mutual Advisors, LLC 770.02%0.04%0.09%Q1 2022Q3 20237
Patriot Financial Group Insurance Agency, LLC 520.03%0.10%0.28%Q3 2021Q3 20237
Waypoint Wealth Partners Inc. 430.08%1.27%2.66%Q4 2021Q3 20237
RFG Advisory, LLC 770.06%0.08%0.09%Q1 2022Q3 20237
MORRIS FINANCIAL CONCEPTS, INC. 430.00%0.04%0.07%Q4 2021Q3 20237
RVW Wealth, LLC 770.11%1.66%2.40%Q2 2022Q4 20237
Private Advisor Group, LLC 770.00%0.03%0.06%Q1 2022Q3 20237
Laurel Wealth Advisors, Inc. 770.03%0.08%0.17%Q2 2021Q4 20227
CPWM, LLC 770.02%0.10%0.28%Q1 2021Q3 20227
Beaird Harris Wealth Management, LLC 770.06%0.89%1.41%Q1 2022Q3 20237
Steward Financial Group LLC 430.01%0.12%0.67%Q4 2021Q3 20237
CAPTRUST FINANCIAL ADVISORS 430.00%0.01%0.02%Q4 2021Q3 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.36%1.92%3.71%Q1 2022Q3 20237
Larson Financial Group LLC 770.28%0.48%0.62%Q1 2022Q3 20237
Newman Dignan & Sheerar, Inc. 770.16%1.10%1.86%Q1 2022Q3 20237
Bridgewater Advisors Inc. 430.42%0.56%0.73%Q4 2021Q3 20237
HARBOR INVESTMENT ADVISORY, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
PrairieView Partners, LLC 770.13%0.17%0.26%Q1 2022Q3 20237
BANK OF AMERICA CORP /DE/ 770.00%0.00%0.01%Q1 2022Q3 20237
West Financial Advisors, LLC 770.10%3.39%4.84%Q1 2022Q3 20237
Great Point Wealth Advisors, LLC 771.56%2.39%2.75%Q1 2022Q3 20237
Total Wealth Planning, LLC 770.33%0.42%0.50%Q1 2022Q3 20237
Beta Wealth Group, Inc. 770.75%0.83%0.95%Q1 2022Q3 20237
AE Wealth Management LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Blume Capital Management, Inc. 660.00%0.02%0.03%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 660.10%0.19%0.34%Q2 2022Q3 20236
PERRITT CAPITAL MANAGEMENT INC 663.24%3.44%3.58%Q2 2022Q3 20236
Colony Family Offices, LLC 660.64%2.77%3.76%Q2 2022Q3 20236
Horizon Investments, LLC 660.15%0.29%0.41%Q2 2022Q3 20236
CFS Investment Advisory Services, LLC 510.01%1.10%1.89%Q1 2022Q3 20236
Highland Financial Advisors, LLC 660.29%0.44%0.69%Q2 2022Q3 20236
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q3 2021Q3 20236
CWM, LLC 660.09%0.12%0.14%Q2 2022Q3 20236
Quantum Financial Advisors, LLC 660.56%1.19%1.95%Q2 2022Q3 20236
Bank of New York Mellon Corp 660.00%0.00%0.00%Q2 2022Q3 20236
GARRISON POINT ADVISORS, LLC 330.15%0.16%0.18%Q4 2021Q3 20236
Gemmer Asset Management LLC 660.00%0.00%0.01%Q4 2020Q1 20226
Rappaport Reiches Capital Management, LLC 660.14%0.77%1.26%Q2 2022Q3 20236
HUTCHINSON CAPITAL MANAGEMENT/CA 660.13%0.22%0.28%Q2 2022Q3 20236
Forum Private Client Group LLC 661.64%2.06%2.44%Q1 2022Q2 20236
DRIVE WEALTH MANAGEMENT, LLC 660.25%0.45%0.63%Q2 2022Q3 20236
EVERGREEN CAPITAL MANAGEMENT LLC 660.08%0.25%0.33%Q2 2022Q3 20236
Ledyard National Bank 660.73%1.67%1.92%Q2 2022Q3 20236
Relative Value Partners Group, LLC 660.03%0.04%0.06%Q2 2022Q3 20236
Greenspring Advisors, LLC 660.05%0.07%0.09%Q4 2021Q1 20236
Sageworth Trust Co 660.10%0.27%0.31%Q2 2022Q3 20236
Morling Financial Advisors, LLC 661.54%4.96%7.67%Q2 2022Q3 20236
Adero Partners, LLC 660.20%0.35%0.81%Q2 2022Q3 20236
3D/L Capital Management, LLC 664.52%4.72%5.02%Q2 2022Q3 20236
WOLFF WIESE MAGANA LLC 660.37%0.43%0.48%Q2 2022Q3 20236
Schubert & Co 660.01%0.02%0.02%Q4 2021Q1 20236
Wescott Financial Advisory Group, LLC 660.14%0.68%1.16%Q2 2022Q3 20236
Fortress Wealth Management, Inc. 660.22%0.41%0.57%Q2 2022Q3 20236
WADDELL & ASSOCIATES, LLC 660.11%0.25%0.33%Q2 2022Q3 20236
FOUNDERS FINANCIAL SECURITIES LLC 660.90%1.44%2.06%Q2 2022Q3 20236
Modera Wealth Management, LLC 420.01%0.11%0.19%Q4 2021Q3 20236
Financial Advocates Investment Management 660.22%0.39%0.54%Q2 2022Q3 20236
Birchcreek Wealth Management, LLC 660.28%0.47%0.74%Q2 2022Q3 20236
Caprock Group, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
KEB ASSET MANAGEMENT, LLC 660.14%0.93%1.38%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.01%0.11%0.29%Q2 2022Q3 20236
Bridge Advisory, LLC 660.14%0.21%0.30%Q2 2022Q3 20236
Adams Chetwood Wealth Management LLC 661.20%2.05%2.71%Q4 2020Q1 20226
Parcion Private Wealth LLC 660.11%1.75%5.07%Q2 2022Q3 20236
Five Oceans Advisors 660.15%0.29%0.40%Q1 2022Q2 20236
Glassman Wealth Services 550.00%0.00%0.01%Q3 2022Q3 20235
EXENCIAL WEALTH ADVISORS, LLC 550.07%0.24%0.32%Q3 2022Q3 20235
J.P. Morgan Private Wealth Advisors LLC 550.00%0.02%0.04%Q3 2022Q3 20235
Zhang Financial LLC 550.04%0.12%0.16%Q3 2022Q3 20235
Orion Capital Management LLC 410.00%0.02%0.05%Q2 2022Q3 20235
RAM Investment Partners, LLC 556.37%7.14%7.67%Q4 2022Q4 20235
MAI Capital Management 550.02%0.05%0.06%Q3 2022Q3 20235
LPL Financial LLC 550.00%0.00%0.00%Q3 2022Q3 20235
RESOLUTE FINANCIAL, LLC 550.19%0.25%0.30%Q4 2021Q4 20225
Seven Springs Wealth Group, LLC 550.63%0.65%0.67%Q3 2022Q3 20235
Koshinski Asset Management, Inc. 550.02%0.03%0.03%Q1 2022Q1 20235
Parallel Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Aviance Capital Partners, LLC 550.10%0.15%0.26%Q3 2022Q3 20235
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.01%0.03%0.05%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Silicon Hills Wealth Management, LLC 550.21%0.30%0.40%Q4 2021Q4 20225
Bay Harbor Wealth Management, LLC 550.00%0.17%0.33%Q3 2022Q3 20235
CATALYST PRIVATE WEALTH, LLC 551.71%2.44%2.87%Q4 2022Q4 20235
Prosperity Planning, Inc. 550.16%0.17%0.18%Q3 2022Q3 20235
Bromfield Sneider Wealth Advisors 550.02%0.05%0.09%Q4 2022Q4 20235
Pallas Capital Advisors LLC 550.50%0.80%1.03%Q3 2022Q3 20235
Annandale Capital, LLC 551.01%1.93%2.28%Q3 2022Q3 20235
Merriman Wealth Management, LLC 320.01%0.02%0.04%Q2 2021Q2 20235
Qube Research & Technologies Ltd 550.00%0.00%0.00%Q3 2022Q3 20235
Morton Capital Management LLC/CA 410.29%0.40%0.49%Q4 2021Q3 20235
GRAND WEALTH MANAGEMENT, LLC 550.00%0.01%0.03%Q2 2022Q2 20235
Cable Hill Partners, LLC 556.64%7.47%8.25%Q3 2022Q3 20235
DDD Partners, LLC 550.09%0.09%0.10%Q3 2022Q3 20235
Cahill Wealth Management, LLC 410.16%0.72%0.93%Q1 2022Q3 20235
PRIVATE CAPITAL MANAGEMENT LLC 550.11%1.16%1.71%Q3 2022Q3 20235
Pioneer Wealth Management Group 442.70%3.19%3.99%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.00%0.07%0.10%Q4 2020Q3 20214
JACKSON THORNTON ASSET MANAGEMENT, LLC 440.10%0.47%0.83%Q4 2022Q3 20234
Asset Dedication, LLC 210.00%0.00%0.00%Q2 2021Q3 20234
TD Waterhouse Canada Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
FinDec Wealth Services, Inc. 443.11%3.55%3.72%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 440.34%0.42%0.54%Q4 2022Q3 20234
US BANCORP \DE\ 440.00%0.00%0.00%Q4 2022Q3 20234
Sanctuary Wealth Management, L.L.C. 210.10%0.13%0.15%Q1 2010Q3 20234
Samalin Investment Counsel, LLC 440.24%0.29%0.31%Q4 2022Q3 20234
Cetera Advisor Networks LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Watchman Group, Inc. 440.17%0.24%0.28%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Flagstone Financial Management 440.34%0.38%0.44%Q4 2022Q3 20234
SOUNDMARK WEALTH MANAGEMENT, LLC 440.40%0.41%0.44%Q4 2022Q3 20234
Meritas Wealth Management, LLC 441.17%1.19%1.22%Q4 2022Q3 20234
Pettinga Financial Advisors LLC 440.08%0.13%0.20%Q4 2022Q3 20234
IFG Advisors, LLC 440.12%0.16%0.18%Q4 2022Q3 20234
WIPFLI FINANCIAL ADVISORS LLC, 440.11%0.99%1.54%Q4 2021Q3 20224
Lodestone Wealth Management LLC 441.43%1.72%1.97%Q4 2022Q3 20234
WMS Partners, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
DIMENSIONAL FUND ADVISORS LP 440.00%0.00%0.00%Q4 2020Q3 20214
DDFG, Inc 443.48%3.60%3.68%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 443.03%3.13%3.22%Q4 2022Q3 20234
PEAPACK GLADSTONE FINANCIAL CORP 440.03%0.03%0.03%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.08%0.08%0.09%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
Washington Trust Advisors, Inc. 310.00%0.00%0.01%Q2 2022Q3 20234
Landmark Financial Advisors, LLC 440.11%0.82%1.14%Q4 2022Q3 20234
Cassady Schiller Wealth Management, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Falcon Wealth Planning 445.34%5.65%5.86%Q4 2022Q3 20234
Creative Planning 440.06%0.07%0.12%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2022Q3 20234
FIFTH THIRD BANCORP 440.00%0.00%0.00%Q4 2021Q3 20224
Heritage Wealth Management, Inc./Texas 442.54%2.60%2.66%Q4 2022Q3 20234
TOWNSQUARE CAPITAL LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Vawter Financial, Ltd. 445.46%6.10%6.87%Q4 2022Q3 20234
BUILDER INVESTMENT GROUP INC /ADV 440.72%0.82%1.02%Q4 2022Q3 20234
Cerity Partners LLC 440.00%0.01%0.01%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
RCS Financial Planning, LLC 441.86%1.91%1.94%Q4 2022Q3 20234
WPWealth LLP 444.37%4.66%4.97%Q4 2022Q3 20234
Tillman Hartley LLC 440.62%0.68%0.73%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
180 WEALTH ADVISORS, LLC 440.10%0.13%0.16%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.12%0.44%1.03%Q4 2022Q3 20234
Great Waters Wealth Management 443.24%3.91%4.67%Q4 2022Q3 20234
Leading Edge Financial Planning LLC 440.38%0.50%0.58%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.00%0.01%0.02%Q4 2022Q3 20234
Breakwater Capital Group 440.54%0.63%0.67%Q4 2022Q3 20234
Clearstead Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Equitable Holdings, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
First Command Bank 440.14%0.33%0.55%Q3 2022Q2 20234
FOSTER & MOTLEY INC 440.08%0.09%0.09%Q4 2022Q3 20234
PRIVATE TRUST CO NA 440.02%0.02%0.02%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.10%0.12%0.13%Q4 2022Q3 20234
LAM GROUP, INC. 440.42%0.54%0.62%Q4 2022Q3 20234
Avion Wealth 440.00%0.00%0.00%Q2 2022Q1 20234
Investment Advisory Group, LLC 440.20%0.25%0.27%Q4 2022Q3 20234
TCP Asset Management, LLC 442.48%2.58%2.86%Q4 2022Q3 20234
1900 WEALTH MANAGEMENT LLC 440.05%0.06%0.07%Q4 2022Q3 20234
VAN DEN BERG MANAGEMENT I, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Integrated Wealth Concepts LLC 440.02%0.36%0.51%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.29%0.33%0.39%Q4 2022Q3 20234
CPA Asset Management LLC 448.00%8.18%8.35%Q4 2022Q3 20234
DecisionPoint Financial, LLC 442.32%2.42%2.52%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Essential Planning, LLC. 442.10%2.42%2.56%Q4 2022Q3 20234
WEBSTERROGERS FINANCIAL ADVISORS, LLC 440.12%0.12%0.13%Q4 2022Q3 20234
Arista Wealth Management, LLC 440.42%2.77%4.55%Q4 2022Q3 20234
Index Fund Advisors, Inc. 440.01%0.14%0.30%Q4 2022Q3 20234
First Command Financial Services, Inc. 440.14%0.33%0.55%Q3 2022Q2 20234
Creative Capital Management Investments LLC 445.59%5.90%6.11%Q4 2022Q3 20234
Efficient Advisors, LLC 440.58%0.64%0.81%Q4 2022Q3 20234
Sageworth Trust Co of South Dakota 440.12%0.22%0.27%Q2 2022Q1 20234
Financial Alternatives, Inc 444.13%4.34%4.50%Q4 2022Q3 20234
BENJAMIN F. EDWARDS & COMPANY, INC. 440.00%0.14%0.55%Q4 2022Q3 20234
True Wealth Design, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.32%0.36%0.39%Q4 2022Q3 20234
Security Financial Services, INC. 440.26%0.29%0.31%Q4 2022Q3 20234
GEM Asset Management, LLC 440.85%0.95%1.06%Q4 2022Q3 20234
LaSalle St. Investment Advisors, LLC 330.50%0.58%0.66%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.60%0.77%0.90%Q4 2022Q3 20233
Prime Capital Investment Advisors, LLC 330.02%0.18%0.26%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 210.10%0.13%0.16%Q3 2022Q3 20233
Biltmore Family Office, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Financial Gravity Asset Management, Inc. 330.00%0.01%0.01%Q1 2023Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
CREATIVE FINANCIAL DESIGNS INC /ADV 330.00%0.00%0.00%Q1 2023Q3 20233
THRIVENT FINANCIAL FOR LUTHERANS 330.00%0.00%0.00%Q2 2021Q4 20213
Financial Engines Advisors L.L.C. 330.00%0.00%0.01%Q1 2023Q3 20233
Valeo Financial Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Lauer Wealth, LLC 331.42%1.46%1.50%Q1 2023Q3 20233
NewEdge Advisors, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Portfolio Solutions, LLC 330.20%0.44%0.63%Q1 2022Q3 20223
Keebeck Wealth Management, LLC 330.07%0.12%0.20%Q1 2023Q3 20233
WELLS FARGO & COMPANY/MN 210.00%0.00%0.00%Q1 2022Q2 20233
REDW Wealth LLC 330.08%0.08%0.08%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2023Q3 20233
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 330.29%0.33%0.36%Q1 2023Q3 20233
AXXCESS WEALTH MANAGEMENT, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
PFG Advisors 330.11%0.15%0.18%Q1 2023Q3 20233
Parkside Financial Bank & Trust 330.00%0.00%0.00%Q1 2023Q3 20233
Baird Financial Group, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Wealthfront Advisers LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Concord Wealth Partners 330.01%0.02%0.02%Q4 2021Q2 20223
QUADRANT CAPITAL GROUP LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Ironwood Financial, llc 330.01%0.01%0.02%Q1 2021Q3 20213
COWA, LLC 110.02%0.06%0.15%Q1 2021Q3 20223
EATON VANCE MANAGEMENT 330.00%0.01%0.02%Q3 2021Q1 20223
Tanglewood Legacy Advisors, LLC 330.18%0.19%0.20%Q1 2023Q3 20233
Pinnacle Wealth Management Advisory Group, LLC 330.64%0.65%0.67%Q1 2023Q3 20233
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
UMB Bank, n.a. 330.08%0.08%0.09%Q1 2023Q3 20233
PINNACLE ASSOCIATES LTD 330.09%0.10%0.10%Q1 2023Q3 20233
Lee Financial Co 330.00%0.00%0.00%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Tranquility Partners, LLC 330.12%0.14%0.17%Q1 2023Q3 20233
L & S Advisors Inc 330.07%0.10%0.12%Q1 2023Q3 20233
Presidio Capital Management, LLC 330.37%0.48%0.60%Q1 2023Q3 20233
tru Independence LLC 330.74%0.84%0.96%Q1 2023Q3 20233
Yoder Wealth Management, Inc. 330.44%0.49%0.57%Q1 2023Q3 20233
Krilogy Financial LLC 330.05%0.06%0.08%Q1 2023Q3 20233
Bridgeworth, LLC 330.09%0.10%0.12%Q2 2022Q4 20223
Root Financial Partners, LLC 336.89%7.01%7.09%Q1 2023Q3 20233
Exeter Financial, LLC 330.11%0.13%0.16%Q1 2023Q3 20233
OAKWOOD CAPITAL MANAGEMENT LLC/CA 220.38%0.62%0.86%Q1 2021Q2 20212
Sloy Dahl & Holst, LLC 220.09%0.09%0.09%Q3 2021Q4 20212
FISCHER INVESTMENT STRATEGIES, LLC 221.67%1.71%1.76%Q2 2023Q3 20232
Steward Partners Investment Advisory, LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Penserra Capital Management LLC 220.00%0.00%0.00%Q3 2021Q4 20212
CASTLE WEALTH MANAGEMENT LLC 220.02%0.04%0.05%Q2 2022Q3 20222
Avondale Wealth Management 226.77%6.78%6.80%Q2 2023Q3 20232
First Command Advisory Services, Inc. 110.00%0.02%0.03%Q4 2021Q3 20232
RBF Capital, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2022Q3 20222
NATIXIS ADVISORS, L.P. 220.00%0.00%0.00%Q2 2023Q3 20232
SEVEN MILE ADVISORY 223.24%3.48%3.72%Q2 2023Q3 20232
ASSETMARK, INC 110.00%0.00%0.00%Q4 2022Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
DOWLING & YAHNKE LLC 220.02%0.13%0.24%Q2 2022Q3 20222
Mosaic Family Wealth, LLC 220.08%0.08%0.08%Q3 2021Q4 20212
Golden State Equity Partners 220.10%0.10%0.10%Q2 2023Q3 20232
Jackson Hole Capital Partners, LLC 220.01%0.02%0.03%Q3 2022Q4 20222
Retirement Systems of Alabama 220.04%0.69%1.33%Q2 2023Q3 20232
BLUESTEIN R H & CO LLC 220.02%0.02%0.02%Q1 2022Q2 20222
Northland Capital Management LLC 222.21%2.32%2.42%Q2 2022Q3 20222
Plan Group Financial, LLC 226.97%8.80%10.62%Q2 2023Q3 20232
DBK Financial Counsel, LLC 220.42%0.44%0.46%Q2 2022Q3 20222
Cordasco Financial Network 220.00%0.00%0.00%Q1 2022Q2 20222
Eldridge Investment Advisors, Inc. 220.12%0.12%0.12%Q4 2022Q1 20232
BetterWealth, LLC 221.15%1.65%2.14%Q4 2021Q1 20222
GeoWealth Management, LLC 220.75%0.84%0.92%Q2 2023Q3 20232
EP Wealth Advisors, LLC 110.00%0.24%0.48%Q1 2023Q3 20232
Integrated Advisors Network LLC 220.01%0.02%0.02%Q2 2022Q3 20222
Heritage Financial Services, LLC 110.01%0.06%0.10%Q2 2022Q3 20232
Cherry Tree Wealth Management, LLC 220.12%0.12%0.12%Q2 2023Q3 20232
NAPLES GLOBAL ADVISORS, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Brainard Capital Management LLC 220.48%0.49%0.51%Q4 2022Q1 20232
Intelligent Financial Strategies 220.02%0.02%0.02%Q2 2022Q3 20222
Wedmont Private Capital 220.02%0.03%0.03%Q2 2023Q3 20232
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.01%0.02%Q4 2021Q1 20222
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GIRARD PARTNERS LTD. 220.02%0.02%0.02%Q2 2023Q3 20232
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Covington Capital Management 220.00%0.00%0.00%Q2 2022Q3 20222
Advisory Services Network, LLC 220.00%0.00%0.01%Q4 2022Q1 20232
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MBA Advisors LLC 110.19%0.19%0.19%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q4 2023Q4 20231
Envision Financial Planning, LLC 118.19%8.19%8.19%Q3 2023Q3 20231
Henrickson Nauta Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Tempus Wealth Planning, LLC 110.48%0.48%0.48%Q2 2023Q2 20231
Impact Partnership Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
AlphaCore Capital LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Wealthstream Advisors, Inc. 110.30%0.30%0.30%Q3 2022Q3 20221
Austin Wealth Management, LLC 111.01%1.01%1.01%Q3 2023Q3 20231
Forum Financial Management, LP 110.01%0.01%0.01%Q2 2022Q2 20221
ORG Partners LLC 110.00%0.00%0.00%Q2 2023Q2 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Savant Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Sawyer & Company, Inc 110.01%0.01%0.01%Q4 2022Q4 20221
Rockbridge Investment Management, LCC 110.00%0.00%0.00%Q4 2021Q4 20211
HB Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Castleview Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Catalyst Capital Advisors LLC 110.91%0.91%0.91%Q3 2023Q3 20231
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Matisse Capital 110.15%0.15%0.15%Q3 2023Q3 20231
WealthStone, Inc. 113.50%3.50%3.50%Q4 2020Q4 20201
Pinnacle Bancorp, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q2 2023Q2 20231
CAROLINAS WEALTH CONSULTING LLC 110.00%0.00%0.00%Q2 2023Q2 20231
TCWP LLC 110.13%0.13%0.13%Q3 2022Q3 20221
Marquette Asset Management, LLC 112.53%2.53%2.53%Q3 2023Q3 20231
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2023Q3 20231
Aspire Private Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Shilanski & Associates, Inc. 110.11%0.11%0.11%Q3 2022Q3 20221
PENOBSCOT WEALTH MANAGEMENT 110.78%0.78%0.78%Q3 2023Q3 20231
My Personal CFO, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
LifeGuide Financial Advisors, LLC 110.49%0.49%0.49%Q2 2023Q2 20231
Valued Wealth Advisors LLC 115.76%5.76%5.76%Q4 2023Q4 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q1 2023Q1 20231
Acropolis Investment Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q4 2022Q4 20221
Texas Capital Bank Wealth Management Services Inc 110.03%0.03%0.03%Q1 2023Q1 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
RAYMOND JAMES TRUST N.A. 110.01%0.01%0.01%Q2 2023Q2 20231
Tanager Wealth Management LLP 110.04%0.04%0.04%Q2 2023Q2 20231
Kure Advisory, LLC 112.30%2.30%2.30%Q3 2023Q3 20231
Americana Partners, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Compass Financial Group, Inc. 114.07%4.07%4.07%Q4 2020Q4 20201
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Crown Wealth Group, LLC 111.60%1.60%1.60%Q4 2021Q4 20211
GoalVest Advisory LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Geometric Wealth Advisors 1114.13%14.13%14.13%Q1 2022Q1 20221
Beacon Financial Advisory LLC 110.12%0.12%0.12%Q1 2021Q1 20211
Millburn Ridgefield Corp 111.05%1.05%1.05%Q3 2023Q3 20231
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 112.36%2.36%2.36%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

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