DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 660.00%0.00%0.00%Q2 2022Q3 20236
Unison Advisors LLC 660.19%5.22%7.11%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 660.01%0.07%0.17%Q2 2022Q3 20236
JANE STREET GROUP, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Schubert & Co 660.15%0.26%0.31%Q2 2022Q3 20236
WOLFF WIESE MAGANA LLC 660.09%0.11%0.12%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 660.01%0.07%0.12%Q2 2022Q3 20236
Symmetry Partners, LLC 660.33%0.68%0.85%Q3 2022Q4 20236
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Applied Capital LLC 550.59%0.82%0.90%Q3 2022Q3 20235
Steward Partners Investment Advisory, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OSAIC HOLDINGS, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
DIMENSIONAL FUND ADVISORS LP 320.00%0.30%1.31%Q2 2022Q3 20235
SAX WEALTH ADVISORS, LLC 440.08%0.08%0.09%Q4 2022Q3 20234
RCS Financial Planning, LLC 440.82%0.85%0.90%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
RFG Advisory, LLC 440.26%0.27%0.28%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
LAM GROUP, INC. 440.00%0.00%0.01%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Tortoise Investment Management, LLC 440.06%0.08%0.10%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.01%0.02%0.02%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 440.71%0.74%0.77%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Chicago Partners Investment Group LLC 330.02%0.03%0.04%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.01%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.05%0.10%0.18%Q1 2023Q3 20233
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Retirement Solution Inc. 330.74%0.76%0.77%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 210.03%0.05%0.08%Q4 2022Q3 20233
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
AE Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Evanson Asset Management, LLC 220.02%0.03%0.04%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 220.00%0.00%0.00%Q2 2023Q3 20232
Lodestone Wealth Management LLC 220.39%0.47%0.56%Q2 2023Q3 20232
Fortress Wealth Management, Inc. 221.72%1.75%1.78%Q2 2023Q3 20232
Disciplined Investments, LLC 220.01%0.02%0.02%Q1 2023Q2 20232
HighTower Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
LPL Financial LLC 220.00%0.00%0.00%Q1 2023Q2 20232
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
FISCHER INVESTMENT STRATEGIES, LLC 222.44%2.48%2.51%Q2 2023Q3 20232
BANK OF MONTREAL /CAN/ 220.00%0.00%0.00%Q2 2023Q3 20232
Glass Jacobson Investment Advisors llc 220.11%0.11%0.11%Q2 2023Q3 20232
ROYAL BANK OF CANADA 110.00%0.00%0.00%Q3 2022Q1 20232
Aspire Private Capital, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Advisory Services Network, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BANK OF AMERICA CORP /DE/ 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2022Q4 20221
Birchcreek Wealth Management, LLC 110.16%0.16%0.16%Q1 2023Q1 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
IFP Advisors, Inc 110.00%0.00%0.00%Q2 2023Q2 20231
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q1 2023Q1 20231

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