DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Cordant, Inc. 770.07%0.37%0.57%Q4 2022Q2 20247
Shira Ridge Wealth Management 770.19%0.42%0.71%Q4 2022Q2 20247
Planning Center, Inc. 770.93%1.18%1.52%Q4 2022Q2 20247
Investment Advisory Group, LLC 770.27%0.29%0.31%Q4 2022Q2 20247
Abacus Wealth Partners, LLC 774.65%5.83%7.13%Q4 2022Q2 20247
Merriman Wealth Management, LLC 771.10%1.37%1.55%Q4 2022Q2 20247
Glassman Wealth Services 770.00%0.01%0.03%Q4 2022Q2 20247
AWM CAPITAL, LLC 770.54%6.66%11.32%Q4 2022Q2 20247
SJS Investment Consulting Inc. 770.10%0.33%1.02%Q4 2022Q2 20247
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 770.05%0.05%0.06%Q4 2022Q2 20247
RAM Investment Partners, LLC 770.38%0.61%0.83%Q4 2022Q2 20247
Avior Wealth Management, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q4 2022Q2 20247
TCI Wealth Advisors, Inc. 770.07%0.08%0.09%Q4 2022Q2 20247
Heritage Financial Services, LLC 770.82%1.21%1.61%Q4 2022Q2 20247
QUARRY HILL ADVISORS, LLC 770.51%2.48%3.95%Q4 2022Q2 20247
Trellis Wealth Advisors LLC 770.22%0.89%1.86%Q4 2022Q2 20247
Adero Partners, LLC 770.18%0.92%1.27%Q4 2022Q2 20247
Financial Connections Group, Inc. 770.14%0.35%0.71%Q4 2022Q2 20247
GRAND WEALTH MANAGEMENT, LLC 770.05%0.21%0.28%Q4 2022Q2 20247
Asset Dedication, LLC 770.05%0.10%0.14%Q4 2022Q2 20247
CARDIFF PARK ADVISORS, LLC 770.00%0.00%0.00%Q4 2022Q2 20247
Mills Wealth Advisors LLC 660.25%0.50%0.61%Q1 2023Q2 20246
Modera Wealth Management, LLC 660.01%0.02%0.02%Q1 2023Q2 20246
RW Investment Management LLC 660.13%0.19%0.25%Q1 2023Q2 20246
Creative Capital Management Investments LLC 660.06%0.10%0.17%Q1 2023Q2 20246
Tortoise Investment Management, LLC 660.01%0.04%0.05%Q1 2023Q2 20246
McClarren Financial Advisors, Inc. 510.10%0.10%0.10%Q4 2022Q2 20246
Retirement Solution LLC 6653.83%55.80%56.93%Q1 2023Q2 20246
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 660.14%0.20%0.24%Q1 2023Q2 20246
Rockbridge Investment Management, LCC 660.08%0.24%0.36%Q1 2023Q2 20246
BUCKINGHAM STRATEGIC PARTNERS, LLC 660.10%0.28%0.43%Q1 2023Q2 20246
Waypoint Wealth Partners Inc. 660.20%0.47%1.23%Q1 2023Q2 20246
BetterWealth, LLC 660.97%1.04%1.09%Q1 2023Q2 20246
Quantum Financial Advisors, LLC 6611.95%13.47%14.81%Q1 2023Q2 20246
Orion Capital Management LLC 660.06%0.40%0.56%Q1 2023Q2 20246
Ruedi Wealth Management, Inc. 660.15%0.17%0.19%Q1 2023Q2 20246
Kestra Advisory Services, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Forvis Mazars Wealth Advisors, LLC 660.01%0.01%0.01%Q1 2023Q2 20246
North Ridge Wealth Advisors, Inc. 660.21%0.40%0.58%Q1 2023Q2 20246
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Corient Private Wealth LLC 330.01%0.01%0.01%Q4 2022Q2 20246
Truepoint, Inc. 660.01%0.03%0.05%Q1 2023Q2 20246
AdvisorNet Financial, Inc 660.03%0.05%0.07%Q1 2023Q2 20246
Red Tortoise LLC 660.08%0.09%0.09%Q1 2023Q2 20246
Forum Financial Management, LP 660.02%0.15%0.25%Q1 2023Q2 20246
HUTCHINSON CAPITAL MANAGEMENT/CA 660.05%0.05%0.06%Q1 2023Q2 20246
Five Oceans Advisors 660.24%0.80%1.37%Q1 2023Q2 20246
SYM FINANCIAL Corp 660.00%0.00%0.00%Q1 2023Q2 20246
JPMORGAN CHASE & CO 660.00%0.00%0.00%Q1 2023Q2 20246
Rehmann Capital Advisory Group 550.04%0.04%0.05%Q2 2023Q2 20245
SUSQUEHANNA INTERNATIONAL GROUP, LLP 320.00%0.00%0.00%Q1 2023Q2 20245
STIFEL FINANCIAL CORP 550.00%0.00%0.00%Q2 2023Q2 20245
Belpointe Asset Management LLC 410.00%0.05%0.16%Q1 2023Q2 20245
Laurel Wealth Planning LLC 550.18%0.19%0.20%Q2 2023Q2 20245
ZRC WEALTH MANAGEMENT, LLC 550.02%0.04%0.06%Q2 2023Q2 20245
BUCKINGHAM STRATEGIC WEALTH, LLC 550.01%0.05%0.07%Q2 2023Q2 20245
Carlson Capital Management 550.03%0.05%0.06%Q2 2023Q2 20245
Gibson Capital, LLC 553.06%3.09%3.15%Q2 2023Q2 20245
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q2 2023Q2 20245
Greenspring Advisors, LLC 550.11%0.11%0.11%Q2 2023Q2 20245
Willow Creek Wealth Management Inc. 550.06%0.20%0.31%Q4 2022Q4 20235
Henrickson Nauta Wealth Advisors, Inc. 550.20%0.24%0.26%Q2 2023Q2 20245
Chicago Partners Investment Group LLC 550.07%0.08%0.10%Q2 2023Q2 20245
Syverson Strege & Co 320.03%0.67%1.10%Q4 2022Q2 20245
Level Financial Advisors 550.01%0.26%0.62%Q2 2023Q2 20245
Prime Capital Investment Advisors, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
JFS WEALTH ADVISORS, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Northland Capital Management LLC 551.50%2.30%3.00%Q2 2023Q2 20245
BRIGHTON JONES LLC 550.04%0.09%0.11%Q2 2023Q2 20245
Glass Jacobson Investment Advisors llc 550.00%0.02%0.04%Q2 2023Q2 20245
Wealth Architects, LLC 550.17%0.24%0.47%Q2 2023Q2 20245
Apella Capital, LLC 550.05%0.11%0.18%Q2 2023Q2 20245
Annapolis Financial Services, LLC 550.04%0.04%0.04%Q4 2022Q4 20235
NWAM LLC 410.06%0.33%0.51%Q4 2022Q1 20245
New Capital Management LP 410.30%2.11%3.34%Q1 2023Q2 20245
CAHILL FINANCIAL ADVISORS INC 440.05%0.12%0.16%Q3 2023Q2 20244
Nalls Sherbakoff Group, LLC 440.02%0.02%0.03%Q1 2023Q4 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2023Q2 20244
Farther Finance Advisors, LLC 440.01%0.02%0.03%Q3 2023Q2 20244
Savant Capital, LLC 440.00%0.01%0.01%Q3 2023Q2 20244
Tanager Wealth Management LLP 440.07%0.09%0.11%Q3 2023Q2 20244
Meritas Wealth Management, LLC 310.17%0.24%0.44%Q4 2022Q2 20244
MERCER GLOBAL ADVISORS INC /ADV 310.00%0.00%0.00%Q2 2023Q2 20244
PATHSTONE FAMILY OFFICE, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.01%0.02%Q3 2023Q2 20244
D.A. DAVIDSON & CO. 440.00%0.01%0.01%Q3 2023Q2 20244
UBS Group AG 220.00%0.00%0.00%Q1 2023Q1 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.02%0.03%0.03%Q3 2023Q2 20244
WOLFF WIESE MAGANA LLC 440.25%0.36%0.41%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.28%0.79%1.56%Q1 2023Q4 20234
LifePro Asset Management 440.17%0.70%1.32%Q3 2023Q2 20244
Quent Capital, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Addison Advisors LLC 440.18%0.55%0.72%Q3 2023Q2 20244
LPL Financial LLC 440.00%0.00%0.00%Q3 2023Q2 20244
AE Wealth Management LLC 440.99%1.01%1.03%Q1 2023Q4 20234
DiNuzzo Private Wealth, Inc. 330.26%0.26%0.27%Q4 2023Q2 20243
WALDEN WEALTH PARTNERS LLC 330.60%0.60%0.60%Q4 2023Q2 20243
CRITERION CAPITAL ADVISORS, LLC 330.04%0.07%0.08%Q4 2023Q2 20243
FAMILY WEALTH PARTNERS, LLC 330.13%0.14%0.16%Q4 2023Q2 20243
FirstPurpose Wealth LLC 330.14%0.17%0.25%Q3 2023Q1 20243
EnRich Financial Partners LLC 330.50%0.51%0.52%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 330.01%0.02%0.03%Q4 2023Q2 20243
Monument Group Wealth Advisors, LLC 330.31%0.55%0.69%Q4 2023Q2 20243
ACORN CREEK CAPITAL LLC 330.11%0.14%0.16%Q4 2023Q2 20243
MB Generational Wealth, LLC 332.41%2.76%3.06%Q4 2023Q2 20243
Citadel Advisors 210.00%0.00%0.00%Q2 2023Q2 20243
FLOW TRADERS U.S. LLC 110.01%0.03%0.07%Q1 2023Q2 20243
Towneley Capital Management, Inc / DE 330.06%0.06%0.06%Q4 2023Q2 20243
OneDigital Investment Advisors LLC 330.01%0.04%0.06%Q4 2023Q2 20243
JANE STREET GROUP, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Federation des caisses Desjardins du Quebec 330.00%0.00%0.00%Q2 2023Q4 20233
True Wealth Design, LLC 330.03%0.03%0.03%Q4 2023Q2 20243
Morling Financial Advisors, LLC 330.46%0.59%0.73%Q4 2023Q2 20243
HighTower Advisors, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
FMR LLC 110.00%0.00%0.00%Q3 2023Q1 20242
Silver Oak Advisory Group, Inc. 220.13%0.13%0.13%Q1 2024Q2 20242
Opes Wealth Management LLC 220.12%0.12%0.13%Q1 2024Q2 20242
Baldrige Asset Management LLC 220.18%0.20%0.23%Q4 2022Q1 20232
ELEVATE WEALTH ADVISORY, INC 110.01%0.04%0.07%Q4 2023Q2 20242
SUTTON PLACE INVESTORS LLC 220.12%0.14%0.16%Q1 2024Q2 20242
Betterment LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Mariner, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
LRI Investments, LLC 220.01%0.02%0.03%Q1 2024Q2 20242
ROYAL BANK OF CANADA 110.00%0.00%0.00%Q3 2023Q1 20242
C M BIDWELL & ASSOCIATES LTD 220.04%0.04%0.04%Q1 2024Q2 20242
Brainard Capital Management LLC 221.50%1.53%1.56%Q4 2022Q1 20232
Private Advisor Group, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Relaxing Retirement Coach 220.12%0.12%0.12%Q1 2023Q2 20232
Cardinal Point Capital Management ULC 220.16%0.56%0.96%Q1 2024Q2 20242
Advisory Services & Investments, LLC 221.46%1.46%1.46%Q1 2024Q2 20242
Aptus Capital Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Flagstone Financial Management 220.09%0.14%0.18%Q1 2024Q2 20242
Passive Capital Management, LLC. 220.12%0.12%0.12%Q4 2022Q1 20232
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q2 2023Q3 20232
Physician Wealth Advisors, Inc. 220.24%0.24%0.24%Q1 2024Q2 20242
Clearstead Advisors, LLC 220.00%0.00%0.01%Q1 2024Q2 20242
Altiora Financial Group, LLC 220.08%0.15%0.22%Q1 2024Q2 20242
Foster Group, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Allworth Financial LP 110.00%0.00%0.00%Q2 2024Q2 20241
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q4 2023Q4 20231
PENOBSCOT WEALTH MANAGEMENT 110.68%0.68%0.68%Q2 2024Q2 20241
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2023Q1 20231
FIDUCIARY FINANCIAL GROUP, LLC 110.23%0.23%0.23%Q2 2024Q2 20241
Anfield Capital Management, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Keel Point, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Envision Financial Planning, LLC 110.17%0.17%0.17%Q2 2024Q2 20241
Caprock Group, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
EXENCIAL WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Elser Financial Planning, Inc 111.24%1.24%1.24%Q2 2024Q2 20241
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
DIMENSIONAL FUND ADVISORS LP 111.47%1.47%1.47%Q4 2022Q4 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Pure Financial Advisors, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
BELLEVUE ASSET MANAGEMENT, LLC 110.06%0.06%0.06%Q2 2024Q2 20241
Physician Wealth Solutions Inc. 110.14%0.14%0.14%Q2 2024Q2 20241
Austin Asset Management Co Inc 110.05%0.05%0.05%Q2 2024Q2 20241
DIVERSIFY WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2023Q3 20231
Grey Street Capital, LLC 110.05%0.05%0.05%Q1 2024Q1 20241

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