DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Merriman Wealth Management, LLC 770.09%7.47%9.54%Q1 2022Q3 20237
Asset Dedication, LLC 771.12%1.74%2.03%Q1 2022Q3 20237
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Quantum Financial Advisors, LLC 660.22%0.59%0.83%Q2 2022Q3 20236
Disciplined Investments, LLC 660.06%0.16%0.28%Q2 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.06%0.18%0.25%Q2 2022Q3 20236
Global Trust Asset Management, LLC 660.02%0.02%0.02%Q2 2022Q3 20236
OSAIC HOLDINGS, INC. 660.00%0.00%0.00%Q2 2022Q3 20236
Beacon Pointe Advisors, LLC 660.02%0.07%0.10%Q2 2022Q3 20236
HighTower Advisors, LLC 660.04%0.04%0.05%Q2 2022Q3 20236
BAYSHORE ASSET MANAGEMENT, LLC 660.32%0.52%0.76%Q2 2022Q3 20236
Wescott Financial Advisory Group, LLC 660.06%0.07%0.10%Q2 2022Q3 20236
ROYAL BANK OF CANADA 660.00%0.00%0.00%Q2 2022Q3 20236
JANE STREET GROUP, LLC 510.00%0.01%0.03%Q1 2022Q3 20236
MARYLAND CAPITAL ADVISORS INC. 660.16%0.47%0.62%Q2 2022Q3 20236
Rather & Kittrell, Inc. 660.42%1.51%2.19%Q2 2022Q3 20236
Henrickson Nauta Wealth Advisors, Inc. 660.61%1.32%2.03%Q2 2022Q3 20236
C M BIDWELL & ASSOCIATES LTD 660.04%0.27%0.37%Q2 2022Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 330.29%0.81%1.26%Q1 2022Q3 20236
Forum Financial Management, LP 660.08%1.75%3.35%Q2 2022Q3 20236
Sterling Financial Planning, Inc. 660.38%1.22%1.89%Q2 2022Q3 20236
NORTHWEST WEALTH MANAGEMENT, LLC 660.40%0.50%0.56%Q2 2022Q3 20236
Hill Investment Group Partners, LLC 660.33%0.93%1.44%Q2 2022Q3 20236
Evanson Asset Management, LLC 660.23%0.83%1.41%Q2 2022Q3 20236
Steward Financial Group LLC 660.90%1.93%2.61%Q2 2022Q3 20236
OLD MISSION CAPITAL LLC 660.06%0.12%0.19%Q2 2022Q3 20236
CARDIFF PARK ADVISORS, LLC 660.40%0.50%0.73%Q2 2022Q3 20236
PBMares Wealth Management LLC 660.22%0.37%0.48%Q2 2022Q3 20236
COLLECTIVE FAMILY OFFICE LLC 661.11%1.37%1.46%Q2 2022Q3 20236
Sequoia Financial Advisors, LLC 660.01%0.04%0.06%Q2 2022Q3 20236
Moisand Fitzgerald Tamayo, LLC 660.02%0.17%0.24%Q2 2022Q3 20236
SC&H Financial Advisors, Inc. 660.11%0.15%0.29%Q2 2022Q3 20236
Callan Capital, LLC 660.04%1.33%3.54%Q2 2022Q3 20236
Derbend Asset Management 661.05%1.62%3.56%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 660.04%0.25%0.49%Q2 2022Q3 20236
CarsonAllaria Wealth Management, Ltd. 660.23%0.45%0.57%Q2 2022Q3 20236
Avior Wealth Management, LLC 660.00%0.04%0.06%Q2 2022Q3 20236
Citadel Advisors 330.00%0.00%0.00%Q1 2022Q3 20236
Schubert & Co 660.26%0.48%0.68%Q2 2022Q3 20236
BetterWealth, LLC 661.38%1.64%1.80%Q2 2022Q3 20236
Abacus Wealth Partners, LLC 660.14%1.02%2.24%Q2 2022Q3 20236
IFP Advisors, Inc 410.00%0.00%0.00%Q1 2022Q2 20235
EXENCIAL WEALTH ADVISORS, LLC 550.05%0.22%0.27%Q3 2022Q3 20235
KEB ASSET MANAGEMENT, LLC 550.96%2.61%3.19%Q3 2022Q3 20235
Tortoise Investment Management, LLC 550.07%0.08%0.09%Q3 2022Q3 20235
JACKSON THORNTON ASSET MANAGEMENT, LLC 550.58%1.18%1.87%Q3 2022Q3 20235
ML & R WEALTH MANAGEMENT LLC 550.12%0.39%0.72%Q3 2022Q3 20235
Willow Creek Wealth Management Inc. 550.36%0.40%0.49%Q3 2022Q3 20235
Spire Wealth Management 410.00%0.06%0.09%Q2 2022Q3 20235
BRIGGS ADVISORY GROUP, INC. 550.31%0.36%0.50%Q3 2022Q3 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.59%0.65%0.71%Q3 2022Q3 20235
Annapolis Financial Services, LLC 550.01%0.14%0.25%Q3 2022Q3 20235
RAM Investment Partners, LLC 550.13%0.16%0.18%Q4 2022Q4 20235
ANDREWS, LUCIA WEALTH MANAGEMENT LLC 550.68%1.06%1.24%Q3 2022Q3 20235
Chicago Partners Investment Group LLC 550.07%0.12%0.21%Q3 2022Q3 20235
Advisory Alpha, LLC 550.09%0.12%0.13%Q3 2022Q3 20235
Prosperity Planning, Inc. 550.53%0.59%0.65%Q3 2022Q3 20235
Gradient Capital Advisors, LLC 550.45%0.61%0.71%Q3 2022Q3 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.02%0.02%0.03%Q3 2022Q3 20235
Fortis Advisors, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
M Holdings Securities, Inc. 550.10%0.53%1.00%Q2 2022Q2 20235
NWAM LLC 320.03%0.15%0.22%Q2 2022Q3 20235
Aviance Capital Partners, LLC 550.19%0.26%0.37%Q3 2022Q3 20235
MONOGRAPH WEALTH ADVISORS, LLC 550.98%2.28%2.90%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 550.06%0.10%0.12%Q3 2022Q3 20235
BANK OF MONTREAL /CAN/ 320.00%0.00%0.00%Q2 2022Q3 20235
RITHOLTZ WEALTH MANAGEMENT 550.01%1.03%1.33%Q3 2022Q3 20235
Cerity Partners LLC 550.03%0.06%0.08%Q3 2022Q3 20235
Cambridge Investment Research Advisors, Inc. 550.00%0.00%0.01%Q3 2022Q3 20235
Carlson Capital Management 550.25%0.29%0.33%Q3 2022Q3 20235
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.06%0.08%0.13%Q4 2022Q3 20234
Delap Wealth Advisory, LLC 442.51%2.76%3.04%Q4 2022Q3 20234
Bridgeworth, LLC 440.15%0.63%0.89%Q4 2022Q3 20234
SRS Capital Advisors, Inc. 440.16%0.19%0.21%Q4 2022Q3 20234
RF&L WEALTH MANAGEMENT, LLC 440.28%0.29%0.29%Q4 2022Q3 20234
Krilogy Financial LLC 440.23%0.35%0.45%Q4 2022Q3 20234
Creative Planning 440.02%0.02%0.04%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
Meritas Wealth Management, LLC 441.48%1.59%1.80%Q4 2022Q3 20234
Ruedi Wealth Management, Inc. 440.77%0.81%0.82%Q4 2022Q3 20234
Savant Capital, LLC 440.07%0.08%0.09%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.07%0.09%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.07%0.07%0.07%Q4 2022Q3 20234
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Mraz, Amerine & Associates, Inc. 440.36%0.38%0.41%Q4 2022Q3 20234
NewEdge Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
ShankerValleau Wealth Advisors, Inc. 440.84%0.92%1.06%Q4 2022Q3 20234
Hassell Wealth Management, LLC 443.17%3.50%3.66%Q4 2022Q3 20234
Gibson Capital, LLC 440.07%0.08%0.12%Q4 2022Q3 20234
PrairieView Partners, LLC 310.00%0.00%0.01%Q2 2022Q3 20234
Tillman Hartley LLC 440.75%0.87%0.96%Q4 2022Q3 20234
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 441.84%1.92%2.04%Q4 2022Q3 20234
COMMONWEALTH EQUITY SERVICES, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Planning Center, Inc. 443.65%4.32%4.64%Q4 2022Q3 20234
CGN Advisors LLC 440.26%0.30%0.35%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.11%0.27%0.35%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.01%0.04%0.05%Q4 2022Q3 20234
Tacita Capital Inc 440.18%0.19%0.20%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.14%0.46%0.80%Q4 2022Q3 20234
CLARIS ADVISORS, LLC / MO / 440.82%1.40%2.13%Q4 2022Q3 20234
Great Point Wealth Advisors, LLC 440.13%0.14%0.16%Q4 2022Q3 20234
Index Fund Advisors, Inc. 440.04%0.15%0.30%Q4 2022Q3 20234
Baker Ellis Asset Management LLC 440.09%0.98%1.31%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Verus Financial Partners, Inc. 440.03%0.03%0.04%Q4 2022Q3 20234
J.P. Morgan Private Wealth Advisors LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Lee Financial Co 440.01%0.01%0.01%Q4 2022Q3 20234
Shearwater Capital LLC 440.26%0.30%0.32%Q4 2022Q3 20234
LAM GROUP, INC. 443.63%3.77%3.98%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.44%0.49%0.53%Q4 2022Q3 20234
RCS Financial Planning, LLC 441.58%1.65%1.72%Q4 2022Q3 20234
Efficient Advisors, LLC 440.08%0.09%0.13%Q4 2022Q3 20234
Schoolcraft Capital LLC 440.98%1.02%1.08%Q4 2022Q3 20234
Corient Private Wealth LLC 440.03%0.04%0.05%Q4 2022Q3 20234
HARBOR INVESTMENT ADVISORY, LLC 440.00%0.03%0.05%Q4 2022Q3 20234
Allegiance Financial Group Advisory Services LLC 440.39%0.53%0.69%Q4 2022Q3 20234
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 330.13%0.18%0.23%Q1 2023Q3 20233
Silicon Hills Wealth Management, LLC 330.24%0.30%0.35%Q4 2022Q2 20233
Fortis Capital Management LLC 330.14%0.16%0.18%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 331.08%1.15%1.23%Q1 2023Q3 20233
Aptus Capital Advisors, LLC 330.05%0.10%0.13%Q1 2023Q3 20233
Kathleen S. Wright Associates Inc. 330.06%0.06%0.07%Q1 2023Q3 20233
Kestra Advisory Services, LLC 330.00%0.00%0.00%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
Betterment LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Equius Partners, Inc. 330.41%1.53%3.38%Q2 2022Q4 20223
WealthShield Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Visionary Wealth Advisors 330.04%0.04%0.04%Q1 2023Q3 20233
Retirement Solution Inc. 331.08%1.13%1.16%Q1 2023Q3 20233
Versant Capital Management, Inc 330.03%0.04%0.06%Q2 2023Q4 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
Five Oceans Advisors 330.16%0.20%0.23%Q3 2022Q1 20233
Glass Jacobson Investment Advisors llc 210.42%0.58%0.70%Q4 2022Q3 20233
MORRIS FINANCIAL CONCEPTS, INC. 330.00%0.05%0.09%Q1 2023Q3 20233
Rehmann Capital Advisory Group 330.02%0.03%0.03%Q1 2023Q3 20233
Relaxing Retirement Coach 330.18%0.36%0.45%Q4 2022Q2 20233
Hutchens & Kramer Investment Management Group, LLC 330.21%0.23%0.24%Q1 2023Q3 20233
Allworth Financial LP 330.00%0.00%0.00%Q1 2023Q3 20233
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Relative Value Partners Group, LLC 330.52%0.55%0.57%Q1 2023Q3 20233
FLOW TRADERS U.S. LLC 110.02%0.07%0.14%Q1 2022Q3 20233
New England Private Wealth Advisors LLC 330.27%0.29%0.31%Q1 2023Q3 20233
McIlrath & Eck, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Del-Sette Capital Management, LLC 335.25%5.58%5.96%Q1 2023Q3 20233
Matisse Capital 330.31%0.33%0.35%Q1 2023Q3 20233
AE Wealth Management LLC 330.02%0.02%0.02%Q1 2023Q3 20233
AdvisorNet Financial, Inc 220.00%0.00%0.00%Q4 2022Q1 20232
Seaside Wealth Management, Inc. 223.22%3.29%3.36%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
PATHSTONE FAMILY OFFICE, LLC 220.05%0.08%0.11%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q2 2022Q1 20232
CPWM, LLC 220.10%0.12%0.15%Q2 2022Q3 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
25 LLC 220.04%0.06%0.07%Q1 2023Q2 20232
Janney Montgomery Scott LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MERCER GLOBAL ADVISORS INC /ADV 110.01%0.02%0.03%Q1 2023Q3 20232
COLONY GROUP LLC 110.00%0.01%0.01%Q4 2022Q3 20232
Family CFO Inc 220.08%0.09%0.10%Q2 2023Q3 20232
Passive Capital Management, LLC. 220.16%0.16%0.16%Q4 2022Q1 20232
TCI Wealth Advisors, Inc. 220.01%0.01%0.01%Q4 2022Q1 20232
DIMENSIONAL FUND ADVISORS LP 220.15%0.15%0.15%Q1 2022Q2 20222
Liberty Capital Management, Inc. 220.07%0.12%0.16%Q2 2023Q3 20232
DOPKINS WEALTH MANAGEMENT, LLC 220.57%0.58%0.59%Q3 2022Q4 20222
DOWLING & YAHNKE LLC 220.03%0.16%0.29%Q2 2022Q3 20222
Renaissance Technologies 220.00%0.00%0.00%Q4 2022Q1 20232
WIPFLI FINANCIAL ADVISORS LLC, 220.30%0.55%0.79%Q2 2022Q3 20222
Cherry Tree Wealth Management, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
MML INVESTORS SERVICES, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
BANK OF AMERICA CORP /DE/ 220.00%0.00%0.00%Q2 2023Q3 20232
Waverly Advisors, LLC 220.02%0.02%0.02%Q2 2023Q3 20232
Close Asset Management Ltd 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
JDM Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Column Capital Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FINANCIAL COUNSELORS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Beaird Harris Wealth Management, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
1900 WEALTH MANAGEMENT LLC 110.06%0.06%0.06%Q3 2023Q3 20231
AlphaCore Capital LLC 110.06%0.06%0.06%Q3 2023Q3 20231
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q4 2023Q4 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Sandy Spring Bank 110.00%0.00%0.00%Q3 2023Q3 20231
Mariner, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
MORGAN STANLEY 110.00%0.00%0.00%Q3 2023Q3 20231
Integris Wealth Management, LLC 113.82%3.82%3.82%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Equita Financial Network, Inc. 111.76%1.76%1.76%Q3 2023Q3 20231
SYM FINANCIAL Corp 110.02%0.02%0.02%Q3 2023Q3 20231
HARBOUR INVESTMENTS, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Ancora Advisors LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Kingsview Wealth Management, LLC 110.06%0.06%0.06%Q2 2023Q2 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q4 2023Q4 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.00%0.00%0.00%Q2 2023Q2 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Align Wealth Management, LLC 111.31%1.31%1.31%Q4 2022Q4 20221
Hilltop Holdings Inc. 110.09%0.09%0.09%Q3 2023Q3 20231

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