DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
JANE STREET GROUP, LLC 770.00%0.01%0.04%Q1 2022Q3 20237
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
Steward Financial Group LLC 771.52%3.92%5.59%Q1 2022Q3 20237
Pinnacle Financial Group, LLC / IL 770.25%4.37%7.36%Q1 2022Q3 20237
Coyle Financial Counsel LLC 772.03%5.14%9.52%Q1 2022Q3 20237
Applied Capital LLC 770.14%3.74%5.12%Q1 2022Q3 20237
Asset Dedication, LLC 772.43%2.85%3.74%Q1 2022Q3 20237
Chicago Partners Investment Group LLC 660.07%0.22%0.40%Q2 2022Q3 20236
RS CRUM INC. 660.14%4.93%8.23%Q2 2022Q3 20236
TRIAD FINANCIAL ADVISORS, INC. 660.57%1.91%2.74%Q2 2022Q3 20236
American Investment Services, Inc. 660.30%0.98%1.33%Q2 2022Q3 20236
HighTower Advisors, LLC 660.14%0.17%0.20%Q2 2022Q3 20236
Helen Stephens Group, LLC 660.35%3.15%5.16%Q2 2022Q3 20236
Peninsula Wealth, LLC 660.19%0.39%0.53%Q2 2022Q3 20236
Straight Path Wealth Management 661.19%5.11%7.05%Q2 2022Q3 20236
Continuum Advisory, LLC 660.06%0.07%0.08%Q2 2022Q3 20236
Waypoint Wealth Partners Inc. 661.91%2.82%4.09%Q2 2022Q3 20236
Relaxing Retirement Coach 660.89%11.24%16.55%Q1 2022Q2 20236
Syverson Strege & Co 6612.84%17.70%19.89%Q2 2022Q3 20236
Private Advisor Group, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
PBMares Wealth Management LLC 660.20%1.52%1.90%Q2 2022Q3 20236
NORTHWEST WEALTH MANAGEMENT, LLC 660.24%0.46%0.72%Q2 2022Q3 20236
COMMONWEALTH EQUITY SERVICES, LLC 660.00%0.02%0.03%Q2 2022Q3 20236
IFP Advisors, Inc 660.00%0.00%0.00%Q1 2022Q2 20236
Hill Investment Group Partners, LLC 665.51%6.56%7.77%Q2 2022Q3 20236
AdvisorNet Financial, Inc 660.49%0.60%0.69%Q2 2022Q3 20236
Evensky & Katz LLC 660.76%7.64%11.05%Q2 2022Q3 20236
Bridgewater Advisors Inc. 660.28%2.10%3.58%Q2 2022Q3 20236
ENVESTNET ASSET MANAGEMENT INC 660.00%0.08%0.18%Q2 2022Q3 20236
Aveo Capital Partners, LLC 661.14%1.55%1.71%Q2 2022Q3 20236
Rockwood Wealth Management, LLC 661.00%3.59%5.15%Q2 2022Q3 20236
Henrickson Nauta Wealth Advisors, Inc. 663.04%4.48%6.43%Q2 2022Q3 20236
Summit Financial Strategies, Inc. 660.14%12.42%15.70%Q2 2022Q3 20236
JFS WEALTH ADVISORS, LLC 660.00%0.01%0.02%Q2 2022Q3 20236
Disciplined Equity Management, Inc. 660.03%0.23%0.33%Q2 2022Q3 20236
Five Oceans Advisors 661.10%2.20%5.62%Q2 2022Q3 20236
SOUNDMARK WEALTH MANAGEMENT, LLC 660.39%2.88%5.16%Q2 2022Q3 20236
BUCKINGHAM STRATEGIC WEALTH, LLC 660.06%0.13%0.20%Q2 2022Q3 20236
Stordahl Capital Management, Inc. 664.55%7.37%8.35%Q2 2022Q3 20236
BURNEY CO/ 660.18%0.48%0.88%Q2 2022Q3 20236
Cahill Wealth Management, LLC 660.53%1.12%1.50%Q2 2022Q3 20236
OSAIC HOLDINGS, INC. 660.00%0.00%0.01%Q2 2022Q3 20236
Forum Financial Management, LP 660.39%4.79%7.83%Q2 2022Q3 20236
CARDIFF PARK ADVISORS, LLC 660.56%0.66%0.72%Q2 2022Q3 20236
Moisand Fitzgerald Tamayo, LLC 660.64%0.82%0.94%Q2 2022Q3 20236
Advisory Services & Investments, LLC 6610.37%13.68%14.94%Q2 2022Q3 20236
Truepoint, Inc. 660.01%1.31%2.11%Q2 2022Q3 20236
SC&H Financial Advisors, Inc. 660.78%2.94%3.91%Q2 2022Q3 20236
Schubert & Co 660.49%0.73%1.13%Q2 2022Q3 20236
Geometric Wealth Advisors 660.16%0.75%3.13%Q2 2022Q3 20236
LIBERTY WEALTH MANAGEMENT LLC 330.65%2.58%5.57%Q1 2022Q3 20236
FORVIS Wealth Advisors, LLC 660.08%0.32%0.45%Q2 2022Q3 20236
3D/L Capital Management, LLC 666.09%6.49%6.80%Q2 2022Q3 20236
Global Trust Asset Management, LLC 660.03%0.03%0.04%Q2 2022Q3 20236
NWAM LLC 550.04%0.06%0.13%Q3 2022Q3 20235
Fortis Advisors, LLC 550.04%0.04%0.04%Q3 2022Q3 20235
SIGNET FINANCIAL MANAGEMENT, LLC 550.05%0.43%0.66%Q3 2022Q3 20235
Rather & Kittrell, Inc. 551.29%7.06%9.19%Q3 2022Q3 20235
Willow Creek Wealth Management Inc. 550.05%0.16%0.19%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 320.04%0.21%0.58%Q1 2022Q3 20235
Sowell Financial Services LLC 550.08%0.15%0.20%Q3 2022Q3 20235
EverSource Wealth Advisors, LLC 550.17%0.18%0.20%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 410.00%0.00%0.00%Q2 2022Q3 20235
SJS Investment Consulting Inc. 554.06%5.34%6.62%Q3 2022Q3 20235
Mutual Advisors, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Blume Capital Management, Inc. 554.24%4.42%4.62%Q3 2022Q3 20235
Kestra Advisory Services, LLC 550.01%0.05%0.08%Q3 2022Q3 20235
Gradient Capital Advisors, LLC 550.10%0.20%0.24%Q3 2022Q3 20235
Citadel Advisors 310.00%0.00%0.00%Q2 2022Q2 20235
PHILLIPS FINANCIAL MANAGEMENT, LLC 550.47%1.23%1.84%Q3 2022Q3 20235
Mariner, LLC 550.04%0.05%0.07%Q3 2022Q3 20235
PATHSTONE FAMILY OFFICE, LLC 410.01%0.93%1.58%Q2 2022Q3 20235
Evanson Asset Management, LLC 550.16%0.78%1.18%Q3 2022Q3 20235
NewEdge Advisors, LLC 550.01%0.09%0.16%Q3 2022Q3 20235
CAHILL FINANCIAL ADVISORS INC 550.24%0.27%0.29%Q3 2022Q3 20235
GREAT VALLEY ADVISOR GROUP, INC. 550.04%0.11%0.14%Q3 2022Q3 20235
Waypoint Capital Advisors, LLC 550.24%2.22%2.90%Q3 2022Q3 20235
Krilogy Financial LLC 550.03%0.77%1.20%Q3 2022Q3 20235
Gemmer Asset Management LLC 551.01%1.38%1.54%Q3 2022Q3 20235
Greenspring Advisors, LLC 550.60%2.48%3.26%Q3 2022Q3 20235
AWM CAPITAL, LLC 559.40%10.40%11.17%Q3 2022Q3 20235
BRIGHTON JONES LLC 550.26%0.81%1.08%Q3 2022Q3 20235
GRAND WEALTH MANAGEMENT, LLC 551.19%2.87%3.46%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 550.33%0.45%0.55%Q3 2022Q3 20235
SAX WEALTH ADVISORS, LLC 550.07%0.07%0.08%Q3 2022Q3 20235
C M BIDWELL & ASSOCIATES LTD 550.01%0.28%0.36%Q3 2022Q3 20235
Live Oak Private Wealth LLC 550.33%0.40%0.45%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.07%0.08%0.10%Q3 2022Q3 20235
Beacon Pointe Advisors, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.04%0.07%0.14%Q4 2022Q3 20234
Creative Planning 440.00%0.00%0.00%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 310.00%0.00%0.00%Q2 2022Q2 20234
Waterfront Wealth Inc. 440.79%1.35%1.60%Q4 2022Q3 20234
Jentner Corp 441.08%2.91%4.57%Q4 2022Q3 20234
Copperleaf Capital, LLC 440.26%1.16%2.01%Q4 2022Q3 20234
Efficient Advisors, LLC 441.81%2.04%2.56%Q4 2022Q3 20234
Onyx Financial Advisors, LLC 440.19%0.21%0.23%Q4 2022Q3 20234
Betterment LLC 440.00%0.01%0.02%Q4 2022Q3 20234
BUCKINGHAM STRATEGIC PARTNERS, LLC 440.02%0.04%0.09%Q4 2022Q3 20234
Alpha Financial Advisors, LLC 449.68%11.52%12.65%Q4 2022Q3 20234
HTG Investment Advisors, Inc. 446.28%6.57%7.20%Q4 2022Q3 20234
Beacon Financial Advisory LLC 440.16%0.30%0.36%Q4 2022Q3 20234
CLARIS ADVISORS, LLC / MO / 440.24%0.29%0.34%Q4 2022Q3 20234
Financial Alternatives, Inc 441.28%1.33%1.39%Q4 2022Q3 20234
RCS Financial Planning, LLC 444.56%4.62%4.67%Q4 2022Q3 20234
WPWealth LLP 4412.86%13.72%14.47%Q4 2022Q3 20234
Tillman Hartley LLC 442.71%3.11%3.36%Q4 2022Q3 20234
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q4 2022Q3 20234
Quad-Cities Investment Group, LLC 440.21%0.34%0.40%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Cravens & Co Advisors, LLC 444.69%5.17%5.41%Q4 2022Q3 20234
Great Waters Wealth Management 449.05%11.11%13.07%Q4 2022Q3 20234
RBF Capital, LLC 440.25%0.27%0.29%Q4 2022Q3 20234
Altiora Financial Group, LLC 440.22%0.30%0.33%Q4 2022Q3 20234
SYM FINANCIAL Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Lutz Financial Services LLC 440.32%0.61%0.84%Q4 2022Q3 20234
MORGAN STANLEY 440.00%0.00%0.00%Q4 2022Q3 20234
SageView Advisory Group, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
Bridgeworth, LLC 440.61%3.76%5.53%Q4 2022Q3 20234
True Wealth Design, LLC 446.31%6.73%7.38%Q4 2022Q3 20234
Aspire Wealth Management Corp 440.03%0.12%0.15%Q4 2022Q3 20234
McClarren Financial Advisors, Inc. 440.02%0.02%0.02%Q4 2022Q3 20234
KEB ASSET MANAGEMENT, LLC 441.01%1.02%1.04%Q4 2022Q3 20234
Sageworth Trust Co 440.06%0.30%0.62%Q4 2022Q3 20234
Savant Capital, LLC 440.02%0.21%0.77%Q4 2022Q3 20234
Sequoia Financial Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
PARK AVENUE SECURITIES LLC 440.31%0.36%0.41%Q4 2022Q3 20234
WEALTHSOURCE PARTNERS, LLC 440.19%0.20%0.20%Q4 2022Q3 20234
Colonial Trust Co / SC 440.01%0.01%0.01%Q4 2022Q3 20234
Kooman & Associates 444.48%11.60%14.02%Q4 2022Q3 20234
Rehmann Capital Advisory Group 440.04%0.06%0.09%Q4 2022Q3 20234
ROYAL BANK OF CANADA 440.00%0.00%0.00%Q4 2022Q3 20234
SRS Capital Advisors, Inc. 441.85%2.01%2.08%Q4 2022Q3 20234
Capstone Financial Advisors, Inc. 440.04%0.04%0.04%Q4 2022Q3 20234
First Ascent Asset Management, LLC 441.68%1.76%1.84%Q4 2022Q3 20234
Werba Rubin Papier Wealth Management 440.15%0.16%0.17%Q4 2022Q3 20234
ML & R WEALTH MANAGEMENT LLC 440.15%0.19%0.23%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 447.62%7.91%8.05%Q4 2022Q3 20234
Passive Capital Management, LLC. 440.12%2.56%3.58%Q2 2022Q1 20234
Ruedi Wealth Management, Inc. 442.82%3.01%3.12%Q4 2022Q3 20234
JMG Financial Group, Ltd. 440.44%0.95%1.48%Q4 2022Q3 20234
Wealthstream Advisors, Inc. 449.43%9.79%10.20%Q4 2022Q3 20234
GEM Asset Management, LLC 440.27%0.27%0.28%Q4 2022Q3 20234
Apollon Wealth Management, LLC 440.07%0.17%0.20%Q4 2022Q3 20234
Apella Capital, LLC 310.05%0.39%1.22%Q4 2022Q4 20234
Allegiance Financial Group Advisory Services LLC 440.29%0.37%0.47%Q4 2022Q3 20234
DecisionPoint Financial, LLC 440.01%0.51%1.70%Q4 2022Q3 20234
Arden Trust Co 442.42%3.98%4.91%Q1 2023Q4 20234
MARYLAND CAPITAL ADVISORS INC. 440.02%0.02%0.02%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 440.18%0.22%0.28%Q4 2022Q3 20234
Hutchens & Kramer Investment Management Group, LLC 440.31%2.24%3.17%Q4 2022Q3 20234
Allworth Financial LP 440.00%0.00%0.00%Q4 2022Q3 20234
LPL Financial LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Perigon Wealth Management, LLC 440.02%0.50%1.92%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.81%1.84%2.29%Q4 2022Q3 20234
FLOW TRADERS U.S. LLC 310.01%0.09%0.23%Q1 2022Q3 20234
RFG Advisory, LLC 440.01%0.08%0.14%Q4 2022Q3 20234
MERCER GLOBAL ADVISORS INC /ADV 440.37%0.92%1.42%Q4 2022Q3 20234
Hurlow Wealth Management Group, Inc. 440.21%0.24%0.30%Q4 2022Q3 20234
Global Retirement Partners, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
STUDIO INVESTMENT MANAGEMENT LLC 331.30%1.48%1.60%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Nalls Sherbakoff Group, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 335.38%5.56%5.74%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
25 LLC 330.44%0.47%0.51%Q1 2023Q3 20233
Kerntke Otto McGlone Wealth Management Group 332.86%3.06%3.26%Q1 2023Q3 20233
EP Wealth Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Dynamic Advisor Solutions LLC 330.01%0.02%0.03%Q1 2023Q3 20233
Vestmark Advisory Solutions, Inc. 330.38%0.63%1.04%Q1 2023Q3 20233
LINCOLN NATIONAL CORP 330.03%0.05%0.07%Q1 2023Q3 20233
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Versant Capital Management, Inc 330.16%0.23%0.33%Q2 2023Q4 20233
Caprock Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
TCI Wealth Advisors, Inc. 330.01%0.01%0.01%Q3 2022Q1 20233
Avondale Wealth Management 330.12%0.18%0.21%Q1 2023Q3 20233
Ullmann Wealth Partners Group, LLC 330.13%2.18%4.32%Q1 2023Q3 20233
Root Financial Partners, LLC 330.69%0.78%0.87%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Cypress Point Wealth Management, LLC 331.12%2.03%3.30%Q1 2023Q3 20233
AIRE ADVISORS, LLC 332.84%3.04%3.28%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.01%0.01%0.01%Q1 2023Q3 20233
VeraBank, N.A. 330.65%1.79%2.41%Q1 2023Q3 20233
PFG Advisors 330.02%0.02%0.02%Q1 2023Q3 20233
SNS Financial Group, LLC 330.06%0.08%0.10%Q1 2023Q3 20233
Renaissance Technologies 330.00%0.00%0.00%Q4 2022Q2 20233
Farther Finance Advisors, LLC 330.12%0.14%0.15%Q1 2023Q3 20233
Grey Street Capital, LLC 330.23%0.25%0.29%Q1 2023Q3 20233
Orion Portfolio Solutions, LLC 330.02%0.04%0.05%Q1 2023Q3 20233
RESOLUTE FINANCIAL, LLC 330.40%0.50%0.58%Q2 2022Q4 20223
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q1 2023Q3 20233
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 330.00%0.00%0.00%Q1 2023Q3 20233
Your Advocates Ltd., LLP 3313.66%14.21%15.03%Q1 2023Q3 20233
Integrated Wealth Concepts LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Lee Financial Co 330.00%0.00%0.00%Q1 2023Q3 20233
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Aspire Private Capital, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q2 2022Q3 20222
Keudell/Morrison Wealth Management 224.41%4.83%5.25%Q2 2022Q3 20222
Glass Jacobson Investment Advisors llc 220.02%0.02%0.02%Q2 2023Q3 20232
OneDigital Investment Advisors LLC 220.02%0.03%0.04%Q2 2023Q3 20232
STIFEL FINANCIAL CORP 220.01%0.01%0.01%Q2 2023Q3 20232
Qube Research & Technologies Ltd 220.00%0.00%0.00%Q3 2022Q4 20222
Wealthcare Advisory Partners LLC 220.03%0.04%0.05%Q2 2023Q3 20232
Tilson Financial Group, Inc. 220.63%0.84%1.06%Q2 2023Q3 20232
CLIENT 1ST ADVISORY GROUP, LLC 221.39%2.69%4.00%Q2 2023Q3 20232
Robertson Stephens Wealth Management, LLC 220.03%0.03%0.03%Q1 2023Q2 20232
Brainard Capital Management LLC 220.31%0.39%0.47%Q4 2022Q1 20232
DIMENSIONAL FUND ADVISORS LP 220.31%0.31%0.31%Q1 2022Q2 20222
Investmark Advisory Group LLC 220.22%0.22%0.22%Q2 2023Q3 20232
Planning Center, Inc. 220.16%0.20%0.25%Q3 2022Q4 20222
TOWNSQUARE CAPITAL LLC 220.01%0.01%0.02%Q2 2023Q3 20232
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.01%0.01%Q2 2023Q3 20232
ASSET MANAGEMENT CORP /IL/ /ADV 220.28%0.37%0.46%Q4 2022Q1 20232
Jackson Hole Capital Partners, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
CPWM, LLC 220.09%0.13%0.16%Q2 2022Q3 20222
WELLS FARGO & COMPANY/MN 220.00%0.00%0.00%Q1 2023Q2 20232
Heritage Investment Group, Inc. 220.86%1.12%1.38%Q2 2023Q3 20232
Perfromance Wealth Partners, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q2 2022Q2 20221
Meredith Wealth Planning 110.57%0.57%0.57%Q3 2023Q3 20231
Concord Wealth Partners 110.01%0.01%0.01%Q4 2022Q4 20221
EWG Elevate Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 111.01%1.01%1.01%Q2 2022Q2 20221
Sanford Advisory Services, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Sageworth Trust Co of South Dakota 112.11%2.11%2.11%Q3 2023Q3 20231
CreativeOne Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Simplicity Wealth,LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Align Wealth Management, LLC 114.57%4.57%4.57%Q4 2022Q4 20221
Catalyst Capital Advisors LLC 110.86%0.86%0.86%Q3 2023Q3 20231
Austin Wealth Management, LLC 116.17%6.17%6.17%Q3 2023Q3 20231
Colony Family Offices, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Capital Investment Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LifeGuide Financial Advisors, LLC 113.79%3.79%3.79%Q3 2023Q3 20231
CarsonAllaria Wealth Management, Ltd. 110.24%0.24%0.24%Q3 2022Q3 20221
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
WorthPointe, LLC 110.30%0.30%0.30%Q3 2023Q3 20231
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Mattern Wealth Management LLC 111.36%1.36%1.36%Q3 2023Q3 20231
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
NBC SECURITIES, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Wealth Group, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
CWM, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Pure Financial Advisors, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Chico Wealth RIA 113.11%3.11%3.11%Q2 2022Q2 20221
FIRETHORN WEALTH PARTNERS, LLC 110.24%0.24%0.24%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q4 2022Q4 20221
Leading Edge Financial Planning LLC 113.87%3.87%3.87%Q3 2023Q3 20231
MONOGRAPH WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q1 2023Q1 20231
Disciplined Investments, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Tranquility Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Lindbrook Capital, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Millburn Ridgefield Corp 111.00%1.00%1.00%Q3 2023Q3 20231
Focused Wealth Management, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Laurel Wealth Advisors, Inc. 110.11%0.11%0.11%Q4 2022Q4 20221
WMS Partners, LLC 110.02%0.02%0.02%Q2 2023Q2 20231
Intelligent Financial Strategies 110.07%0.07%0.07%Q2 2022Q2 20221
MAI Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
Glassman Wealth Services 110.00%0.00%0.00%Q3 2023Q3 20231
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q3 2023Q3 20231
WEALTHSPAN PARTNERS, LLC 110.28%0.28%0.28%Q3 2023Q3 20231
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2023Q2 20231
OPTIMUM INVESTMENT ADVISORS 110.01%0.01%0.01%Q4 2023Q4 20231

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