DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
IFP Advisors, Inc 880.00%0.01%0.01%Q4 2021Q3 20238
Shearwater Capital LLC 880.21%0.81%1.30%Q4 2021Q3 20238
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 880.00%0.00%0.00%Q4 2021Q3 20238
JANE STREET GROUP, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
FIRETHORN WEALTH PARTNERS, LLC 770.30%0.53%0.63%Q1 2022Q3 20237
Diversified Portfolios, Inc. 770.06%0.37%1.16%Q1 2022Q3 20237
WEBSTERROGERS FINANCIAL ADVISORS, LLC 770.46%0.81%2.60%Q1 2022Q3 20237
Relaxing Retirement Coach 773.20%4.34%5.47%Q4 2021Q2 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
COLLECTIVE FAMILY OFFICE LLC 770.40%2.97%4.34%Q1 2022Q3 20237
TRIAD FINANCIAL ADVISORS, INC. 770.15%0.41%0.57%Q1 2022Q3 20237
OSAIC HOLDINGS, INC. 770.00%0.00%0.01%Q1 2022Q3 20237
Mattern Wealth Management LLC 770.07%1.40%2.88%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.03%0.05%Q1 2022Q3 20237
TRUIST FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
Disciplined Investments, LLC 770.01%0.25%0.52%Q1 2022Q3 20237
Landmark Wealth Management, LLC 771.07%1.50%2.17%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.73%1.08%1.56%Q1 2022Q3 20237
ENVESTNET ASSET MANAGEMENT INC 770.00%0.00%0.00%Q1 2022Q3 20237
PHILLIPS FINANCIAL MANAGEMENT, LLC 660.20%0.23%0.26%Q2 2022Q3 20236
ASSETMARK, INC 660.01%0.04%0.04%Q2 2022Q3 20236
Dynamic Advisor Solutions LLC 660.02%0.03%0.03%Q2 2022Q3 20236
PATHSTONE FAMILY OFFICE, LLC 660.01%0.31%0.65%Q2 2022Q3 20236
MATHER GROUP, LLC. 660.04%0.16%0.24%Q2 2022Q3 20236
Eldridge Investment Advisors, Inc. 660.16%0.58%0.75%Q2 2022Q3 20236
Avestar Capital, LLC 660.08%0.10%0.13%Q2 2022Q3 20236
Liberty Capital Management, Inc. 660.68%0.76%0.84%Q2 2022Q3 20236
PrairieView Partners, LLC 660.01%0.03%0.04%Q2 2022Q3 20236
American Investment Services, Inc. 660.11%0.46%0.64%Q2 2022Q3 20236
SOUNDMARK WEALTH MANAGEMENT, LLC 660.48%0.55%0.63%Q2 2022Q3 20236
Apella Capital, LLC 330.43%0.61%0.70%Q2 2022Q4 20236
Spinnaker Investment Group, LLC 660.09%0.29%0.65%Q2 2022Q3 20236
Private Advisor Group, LLC 660.01%0.02%0.04%Q2 2022Q3 20236
Integrated Wealth Concepts LLC 660.01%0.11%0.23%Q2 2022Q3 20236
Rockwood Wealth Management, LLC 660.10%0.31%0.69%Q2 2022Q3 20236
PBMares Wealth Management LLC 662.03%3.65%4.44%Q2 2022Q3 20236
Blume Capital Management, Inc. 660.05%0.35%0.55%Q2 2022Q3 20236
SAX WEALTH ADVISORS, LLC 660.06%0.13%0.19%Q2 2022Q3 20236
PARK AVENUE SECURITIES LLC 660.02%0.02%0.02%Q2 2022Q3 20236
Five Oceans Advisors 660.47%0.67%0.84%Q2 2022Q3 20236
LPL Financial LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Global Trust Asset Management, LLC 550.01%0.02%0.02%Q2 2022Q2 20235
Seaside Wealth Management, Inc. 550.12%0.16%0.18%Q2 2022Q2 20235
MBL Wealth, LLC 550.38%2.75%4.28%Q3 2022Q3 20235
RAM Investment Partners, LLC 555.34%5.69%6.27%Q4 2022Q4 20235
Baldrige Asset Management LLC 550.04%0.33%0.56%Q1 2022Q1 20235
Rather & Kittrell, Inc. 550.37%7.46%10.21%Q3 2022Q3 20235
Relative Value Partners Group, LLC 550.28%0.33%0.39%Q3 2022Q3 20235
Allworth Financial LP 410.00%0.01%0.02%Q2 2022Q3 20235
STIFEL FINANCIAL CORP 550.00%0.01%0.01%Q3 2022Q3 20235
Quantitative Advantage, LLC 550.07%0.07%0.08%Q1 2022Q1 20235
Laurel Wealth Advisors, Inc. 550.03%0.04%0.06%Q4 2021Q4 20225
ROYAL BANK OF CANADA 550.00%0.00%0.00%Q3 2022Q3 20235
Sequoia Financial Advisors, LLC 550.66%1.39%2.54%Q3 2022Q3 20235
OLD MISSION CAPITAL LLC 410.02%0.10%0.18%Q4 2021Q2 20235
Wealthstream Advisors, Inc. 550.15%0.42%0.73%Q3 2022Q3 20235
UBS Group AG 320.00%0.00%0.00%Q4 2021Q2 20235
US BANCORP \DE\ 550.00%0.00%0.00%Q3 2022Q3 20235
Annapolis Financial Services, LLC 550.01%0.14%0.20%Q3 2022Q3 20235
FORVIS Wealth Advisors, LLC 550.01%0.03%0.04%Q2 2022Q2 20235
LINCOLN NATIONAL CORP 550.01%0.02%0.03%Q3 2022Q3 20235
Waypoint Capital Advisors, LLC 550.11%0.14%0.18%Q3 2022Q3 20235
SJS Investment Consulting Inc. 550.01%0.01%0.02%Q3 2022Q3 20235
CONFLUENCE INVESTMENT MANAGEMENT LLC 440.16%0.17%0.17%Q4 2022Q3 20234
Wescott Financial Advisory Group, LLC 440.90%1.39%1.95%Q4 2022Q3 20234
Silicon Hills Wealth Management, LLC 310.33%1.47%2.68%Q4 2021Q2 20234
Facet Wealth, Inc. 440.04%0.05%0.06%Q3 2022Q2 20234
MARYLAND CAPITAL ADVISORS INC. 446.53%6.74%7.09%Q4 2022Q3 20234
QUARRY HILL ADVISORS, LLC 443.44%3.90%4.40%Q4 2022Q3 20234
Colonial Trust Co / SC 440.07%0.07%0.08%Q4 2022Q3 20234
Compass Financial Group, Inc. 444.84%5.06%5.36%Q4 2022Q3 20234
Texas Capital Bank Wealth Management Services Inc 440.06%0.10%0.14%Q4 2022Q3 20234
RETIREMENT GUYS FORMULA LLC 440.27%0.32%0.38%Q4 2022Q3 20234
LEGACY FINANCIAL GROUP, INC. 442.74%3.34%4.55%Q4 2022Q3 20234
SeaCrest Wealth Management, LLC 310.02%0.03%0.03%Q2 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.02%Q4 2022Q3 20234
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 440.20%0.20%0.21%Q4 2022Q3 20234
Landmark Financial Advisors, LLC 441.26%1.97%3.48%Q4 2022Q3 20234
Graves Light Lenhart Wealth, Inc. 441.13%1.55%2.47%Q4 2022Q3 20234
ASSET PLANNING CORPORATION 449.72%11.00%12.27%Q4 2022Q3 20234
Forum Financial Management, LP 440.05%0.08%0.11%Q4 2022Q3 20234
Foster Group, Inc. 440.28%0.30%0.34%Q4 2022Q3 20234
WPWealth LLP 440.15%0.22%0.27%Q4 2022Q3 20234
Modera Wealth Management, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.06%0.32%0.82%Q4 2022Q3 20234
Chico Wealth RIA 443.16%8.52%15.30%Q1 2022Q4 20224
Belpointe Asset Management LLC 440.00%0.01%0.03%Q4 2022Q3 20234
Core Wealth Management, Inc. 441.64%1.91%2.17%Q4 2022Q3 20234
Rehmann Capital Advisory Group 440.04%0.05%0.07%Q4 2022Q3 20234
First Ascent Asset Management, LLC 445.63%5.98%6.39%Q4 2022Q3 20234
CPA Asset Management LLC 440.30%0.32%0.34%Q4 2022Q3 20234
Western Wealth Management, LLC 440.05%0.06%0.08%Q4 2022Q3 20234
Helen Stephens Group, LLC 440.88%1.09%1.34%Q4 2022Q3 20234
ADVISOR PARTNERS II, LLC 310.10%0.29%0.41%Q3 2022Q3 20234
FLOW TRADERS U.S. LLC 220.02%0.03%0.04%Q2 2022Q2 20234
Creative Capital Management Investments LLC 440.05%0.06%0.06%Q4 2022Q3 20234
McIlrath & Eck, LLC 440.00%0.01%0.04%Q4 2022Q3 20234
ROBERTS GLORE & CO INC /IL/ 440.08%0.08%0.09%Q4 2022Q3 20234
SAGE RHINO CAPITAL LLC 440.63%0.65%0.66%Q4 2022Q3 20234
GEM Asset Management, LLC 441.95%2.35%2.76%Q4 2022Q3 20234
Kestra Advisory Services, LLC 330.00%0.01%0.01%Q1 2022Q3 20223
Parcion Private Wealth LLC 330.05%0.06%0.06%Q1 2022Q3 20223
Verus Financial Partners, Inc. 330.30%0.35%0.42%Q1 2023Q3 20233
25 LLC 330.22%0.23%0.24%Q1 2023Q3 20233
Beta Wealth Group, Inc. 330.21%0.22%0.23%Q1 2023Q3 20233
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q1 2023Q3 20233
Copperleaf Capital, LLC 330.28%0.32%0.38%Q1 2023Q3 20233
North Ridge Wealth Advisors, Inc. 330.71%0.89%1.09%Q1 2023Q3 20233
Baker Avenue Asset Management, LP 330.06%0.08%0.12%Q1 2023Q3 20233
Tidal Investments LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Safeguard Investment Advisory Group, LLC 330.31%0.36%0.40%Q1 2023Q3 20233
Simplicity Solutions, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Goepper Burkhardt LLC 330.16%0.16%0.17%Q1 2023Q3 20233
Alpha Financial Advisors, LLC 330.12%0.15%0.17%Q4 2022Q2 20233
MORGAN STANLEY 330.00%0.00%0.00%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Advisory Services Network, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Patriot Financial Group Insurance Agency, LLC 220.34%0.36%0.38%Q2 2023Q3 20232
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 220.01%0.09%0.17%Q4 2022Q1 20232
Truepoint, Inc. 220.10%1.45%2.79%Q2 2023Q3 20232
West Financial Advisors, LLC 110.14%1.05%1.97%Q3 2022Q3 20232
AE Wealth Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
True Wealth Design, LLC 220.82%0.90%0.98%Q4 2022Q1 20232
Aveo Capital Partners, LLC 220.03%0.29%0.54%Q1 2022Q2 20222
CPWM, LLC 220.27%0.28%0.29%Q2 2022Q3 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 220.00%0.00%0.00%Q1 2023Q2 20232
DIMENSIONAL FUND ADVISORS LP 220.00%0.10%0.20%Q4 2021Q1 20222
Beaird Harris Wealth Management, LLC 226.23%6.67%7.10%Q2 2023Q3 20232
Evanson Asset Management, LLC 220.10%0.14%0.18%Q2 2023Q3 20232
DBK Financial Counsel, LLC 220.40%0.41%0.42%Q2 2022Q3 20222
CAPTRUST FINANCIAL ADVISORS 220.00%0.00%0.00%Q2 2023Q3 20232
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2022Q3 20232
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q3 20232
Waverly Advisors, LLC 220.16%0.16%0.17%Q2 2023Q3 20232
Aspire Wealth Management Corp 220.02%0.02%0.02%Q1 2023Q2 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Citadel Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Main Street Financial Solutions, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
FMR LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Creek Financial Management, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Teamwork Financial Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Renaissance Technologies 110.00%0.00%0.00%Q4 2022Q4 20221
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Versant Capital Management, Inc 110.01%0.01%0.01%Q3 2023Q3 20231
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sigma Planning Corp 110.01%0.01%0.01%Q3 2023Q3 20231
Glass Jacobson Investment Advisors llc 110.01%0.01%0.01%Q3 2023Q3 20231
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.02%0.02%0.02%Q3 2023Q3 20231
Financial Strategies Group, Inc. 110.18%0.18%0.18%Q2 2022Q2 20221
Pure Financial Advisors, LLC 110.03%0.03%0.03%Q4 2023Q4 20231
BLUESTEIN R H & CO LLC 110.03%0.03%0.03%Q2 2022Q2 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Austin Wealth Management, LLC 116.37%6.37%6.37%Q3 2023Q3 20231
Savant Capital, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Envision Financial Planning, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
HighTower Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Farther Finance Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Planning Center, Inc. 110.06%0.06%0.06%Q1 2023Q1 20231
WEALTHSPAN PARTNERS, LLC 110.50%0.50%0.50%Q3 2023Q3 20231
Herold Advisors, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
RCS Financial Planning, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Betterment LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BLAIR WILLIAM & CO/IL 110.00%0.00%0.00%Q3 2023Q3 20231
Creative Planning 110.00%0.00%0.00%Q4 2022Q4 20221
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q3 2023Q3 20231

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