DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 220.00%0.00%0.00%Q2 2022Q3 20238
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Merriman Wealth Management, LLC 770.03%3.07%7.33%Q1 2022Q3 20237
Adero Partners, LLC 770.63%11.87%15.40%Q1 2022Q3 20237
Carlson Capital Management 662.89%5.10%6.53%Q2 2022Q3 20236
WOLFF WIESE MAGANA LLC 660.23%0.27%0.30%Q2 2022Q3 20236
AE Wealth Management LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Applied Capital LLC 660.73%1.36%1.62%Q2 2022Q3 20236
Mraz, Amerine & Associates, Inc. 660.18%0.28%0.34%Q2 2022Q3 20236
BetterWealth, LLC 663.73%3.96%4.16%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 660.01%0.06%0.08%Q2 2022Q3 20236
Global Trust Asset Management, LLC 660.40%0.53%0.60%Q2 2022Q3 20236
FLOW TRADERS U.S. LLC 510.04%0.14%0.26%Q1 2022Q3 20236
TCI Wealth Advisors, Inc. 660.26%0.80%1.09%Q2 2022Q3 20236
Chicago Partners Investment Group LLC 660.02%0.06%0.12%Q2 2022Q3 20236
SATOVSKY ASSET MANAGEMENT LLC 664.35%6.35%7.58%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.10%0.39%0.50%Q2 2022Q3 20236
HighTower Advisors, LLC 660.05%0.07%0.09%Q2 2022Q3 20236
Schubert & Co 660.17%0.55%0.88%Q2 2022Q3 20236
PBMares Wealth Management LLC 660.45%0.77%0.89%Q2 2022Q3 20236
NORTHWEST WEALTH MANAGEMENT, LLC 660.10%0.34%0.47%Q2 2022Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 330.36%1.27%2.29%Q1 2022Q3 20236
SC&H Financial Advisors, Inc. 660.15%0.35%0.47%Q2 2022Q3 20236
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.00%0.01%Q2 2022Q3 20236
CARDIFF PARK ADVISORS, LLC 660.03%0.06%0.08%Q2 2022Q3 20236
Investmark Advisory Group LLC 660.21%0.30%0.36%Q2 2022Q3 20236
SAX WEALTH ADVISORS, LLC 660.42%1.23%2.00%Q2 2022Q3 20236
ROYAL BANK OF CANADA 510.00%0.00%0.00%Q1 2022Q3 20236
WEALTHSOURCE PARTNERS, LLC 660.04%0.05%0.06%Q2 2022Q3 20236
Forum Financial Management, LP 660.09%1.62%3.03%Q2 2022Q3 20236
3D/L Capital Management, LLC 660.85%1.01%1.18%Q2 2022Q3 20236
HUTCHINSON CAPITAL MANAGEMENT/CA 660.09%0.23%0.32%Q2 2022Q3 20236
Bridgewater Advisors Inc. 660.14%3.29%5.27%Q2 2022Q3 20236
Aprio Wealth Management, LLC 660.26%5.79%9.26%Q2 2022Q3 20236
UBS Group AG 550.00%0.00%0.00%Q3 2022Q3 20235
Disciplined Investments, LLC 550.03%0.06%0.12%Q2 2022Q2 20235
JANE STREET GROUP, LLC 410.00%0.01%0.02%Q1 2022Q3 20235
Annapolis Financial Services, LLC 550.01%0.10%0.13%Q3 2022Q3 20235
BANK OF AMERICA CORP /DE/ 550.00%0.00%0.00%Q3 2022Q3 20235
ENVESTNET ASSET MANAGEMENT INC 550.00%0.05%0.10%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.07%0.20%0.25%Q3 2022Q3 20235
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 550.37%0.44%0.61%Q3 2022Q3 20235
IFP Advisors, Inc 410.00%0.00%0.00%Q1 2022Q2 20235
OSAIC HOLDINGS, INC. 550.00%0.00%0.01%Q3 2022Q3 20235
BUCKINGHAM STRATEGIC WEALTH, LLC 550.02%0.04%0.07%Q3 2022Q3 20235
MERCER GLOBAL ADVISORS INC /ADV 550.02%0.42%0.78%Q3 2022Q3 20235
NWAM LLC 320.03%0.07%0.13%Q2 2022Q3 20235
JPMORGAN CHASE & CO 550.00%0.00%0.00%Q3 2022Q3 20235
BANK OF MONTREAL /CAN/ 320.00%0.01%0.01%Q2 2022Q3 20235
OLD MISSION CAPITAL LLC 320.02%0.08%0.14%Q2 2022Q3 20235
True Wealth Design, LLC 442.92%3.03%3.15%Q4 2022Q3 20234
WEBSTERROGERS FINANCIAL ADVISORS, LLC 443.26%3.64%3.89%Q4 2022Q3 20234
Efficient Advisors, LLC 440.72%0.80%1.00%Q4 2022Q3 20234
RCS Financial Planning, LLC 441.57%1.68%1.75%Q4 2022Q3 20234
Waterfront Wealth Inc. 440.86%1.21%1.64%Q4 2022Q3 20234
Meredith Wealth Planning 441.84%2.12%2.49%Q4 2022Q3 20234
Evanson Asset Management, LLC 440.04%0.05%0.08%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Unison Advisors LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Rehmann Capital Advisory Group 440.03%0.04%0.04%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.07%0.08%Q4 2022Q3 20234
CPA Asset Management LLC 444.15%4.31%4.49%Q4 2022Q3 20234
LAM GROUP, INC. 440.00%0.01%0.02%Q4 2022Q3 20234
Planning Center, Inc. 447.82%9.33%10.22%Q4 2022Q3 20234
CLARIS ADVISORS, LLC / MO / 440.51%0.81%1.20%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.02%0.09%0.15%Q4 2022Q3 20234
TRUIST FINANCIAL CORP 310.00%0.00%0.00%Q3 2022Q3 20234
Midwest Heritage Bank, FSB 310.21%0.24%0.29%Q2 2022Q3 20234
MARYLAND CAPITAL ADVISORS INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.01%0.04%0.05%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.12%0.14%0.16%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Creative Planning 440.00%0.00%0.00%Q4 2022Q3 20234
Gemmer Asset Management LLC 440.05%0.05%0.05%Q4 2022Q3 20234
GEM Asset Management, LLC 440.26%0.27%0.27%Q4 2022Q3 20234
Column Capital Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Silicon Hills Wealth Management, LLC 331.16%2.94%3.93%Q4 2022Q2 20233
Nalls Sherbakoff Group, LLC 330.15%0.15%0.16%Q1 2023Q3 20233
Farther Finance Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Sequoia Financial Advisors, LLC 330.09%0.09%0.10%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.01%0.01%0.02%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.12%0.21%0.37%Q1 2023Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q1 2023Q3 20233
Heritage Wealth Management, Inc./Texas 330.19%0.19%0.20%Q1 2023Q3 20233
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q1 2023Q3 20233
WealthShield Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Caprock Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.02%0.09%0.23%Q1 2023Q3 20233
Retirement Solution Inc. 331.14%1.16%1.18%Q1 2023Q3 20233
FMR LLC 110.00%0.00%0.00%Q3 2022Q3 20233
Versant Capital Management, Inc 330.03%0.04%0.07%Q2 2023Q4 20233
ASPIRIANT, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.06%0.26%0.41%Q4 2022Q3 20233
Laird Norton Wetherby Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.02%0.02%0.02%Q1 2023Q3 20233
OLIVER LAGORE VANVALIN INVESTMENT GROUP 330.00%0.00%0.00%Q1 2023Q3 20233
PFG Advisors 330.06%0.08%0.10%Q1 2023Q3 20233
Hutchens & Kramer Investment Management Group, LLC 330.21%0.23%0.25%Q1 2023Q3 20233
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Capital Investment Advisory Services, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Birchcreek Wealth Management, LLC 330.24%0.26%0.30%Q1 2023Q3 20233
Equius Partners, Inc. 110.07%0.08%0.09%Q1 2022Q4 20222
INTREPID CAPITAL MANAGEMENT INC 220.21%0.21%0.21%Q2 2023Q3 20232
Five Oceans Advisors 220.16%0.16%0.17%Q4 2022Q1 20232
Waverly Advisors, LLC 220.28%0.28%0.28%Q2 2023Q3 20232
FISCHER INVESTMENT STRATEGIES, LLC 222.65%2.71%2.78%Q2 2023Q3 20232
CGN Advisors LLC 220.04%0.04%0.04%Q3 2023Q4 20232
Milestone Investment Advisors LLC 220.24%0.26%0.28%Q2 2023Q3 20232
DOWLING & YAHNKE LLC 220.08%0.26%0.43%Q2 2022Q3 20222
1900 WEALTH MANAGEMENT LLC 220.02%0.04%0.06%Q2 2023Q3 20232
PHILLIPS FINANCIAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Bedel Financial Consulting, Inc. 220.04%0.05%0.05%Q1 2023Q2 20232
Fortress Wealth Management, Inc. 223.32%3.41%3.49%Q2 2023Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
25 LLC 220.08%0.09%0.11%Q1 2023Q2 20232
JANICZEK WEALTH MANAGEMENT, LLC 220.04%0.05%0.05%Q2 2022Q3 20222
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Verdad Advisers, LP 223.09%6.93%10.78%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
DIMENSIONAL FUND ADVISORS LP 220.15%0.15%0.15%Q1 2022Q2 20222
EverSource Wealth Advisors, LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Lee Financial Co 220.00%0.00%0.00%Q2 2023Q3 20232
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.02%0.07%0.13%Q1 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Renaissance Technologies 220.00%0.00%0.00%Q4 2022Q1 20232
MML INVESTORS SERVICES, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MORGAN STANLEY 220.00%0.00%0.00%Q2 2023Q3 20232
DOPKINS WEALTH MANAGEMENT, LLC 220.20%0.21%0.21%Q2 2023Q3 20232
Align Wealth Management, LLC 111.38%1.38%1.38%Q4 2022Q4 20221
Sanford Advisory Services, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Litman Gregory Wealth Management LLC 117.58%7.58%7.58%Q1 2023Q1 20231
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q3 2022Q3 20221
Allworth Financial LP 110.00%0.00%0.00%Q2 2023Q2 20231
Wescott Financial Advisory Group, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q3 2023Q3 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Advisory Services Network, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
BEDEL FINANCIAL CONSULTING INC 110.04%0.04%0.04%Q3 2023Q3 20231
WEALTHSPAN PARTNERS, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SUTTON PLACE INVESTORS LLC 110.30%0.30%0.30%Q2 2023Q2 20231
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Colony Family Offices, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Robertson Stephens Wealth Management, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Steward Financial Group LLC 110.27%0.27%0.27%Q3 2023Q3 20231
Mariner, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.10%0.10%0.10%Q4 2022Q4 20221
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Spire Wealth Management 110.00%0.00%0.00%Q3 2023Q3 20231
Envision Financial Planning, LLC 111.97%1.97%1.97%Q3 2023Q3 20231
Apollon Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q3 2022Q3 20221
DRIVE WEALTH MANAGEMENT, LLC 110.32%0.32%0.32%Q3 2023Q3 20231

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