DIMENSIONAL ETF TRUST shareholder history

Current and past DIMENSIONAL ETF TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Pure Financial Advisors, LLC 11110.01%3.70%22.39%Q4 2021Q2 202411
C M BIDWELL & ASSOCIATES LTD 11110.00%0.00%0.01%Q4 2021Q2 202411
COMMONWEALTH EQUITY SERVICES, LLC 11110.00%0.04%0.07%Q4 2021Q2 202411
Blossom Wealth Management 11111.30%1.60%1.91%Q4 2021Q2 202411
Orion Portfolio Solutions, LLC 11110.02%0.02%0.05%Q4 2021Q2 202411
Shearwater Capital LLC 11110.30%0.45%0.59%Q4 2021Q2 202411
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.00%0.01%0.02%Q4 2021Q2 202411
Chicago Partners Investment Group LLC 11110.15%0.89%1.74%Q4 2021Q2 202411
Allworth Financial LP 11110.04%0.12%0.48%Q4 2021Q2 202411
Gradient Capital Advisors, LLC 11110.38%1.27%2.00%Q4 2021Q2 202411
Austin Asset Management Co Inc 11110.09%0.15%0.25%Q4 2021Q2 202411
AWM CAPITAL, LLC 11110.49%0.88%1.10%Q4 2021Q2 202411
JANE STREET GROUP, LLC 11110.00%0.00%0.01%Q4 2021Q2 202411
AdvisorNet Financial, Inc 820.00%0.11%0.78%Q4 2021Q2 202410
Bridge Advisory, LLC 910.56%1.05%2.14%Q4 2021Q2 202410
PBMares Wealth Management LLC 910.18%0.49%2.34%Q4 2021Q2 202410
CFS Investment Advisory Services, LLC 10100.03%0.88%1.54%Q1 2022Q2 202410
Spinnaker Investment Group, LLC 820.16%0.18%0.24%Q4 2021Q2 202410
Tortoise Investment Management, LLC 10100.62%0.85%1.18%Q1 2022Q2 202410
PHILLIPS FINANCIAL MANAGEMENT, LLC 10100.09%1.60%2.63%Q1 2022Q2 202410
IFP Advisors, Inc 10100.00%0.06%0.18%Q1 2022Q2 202410
SJS Investment Consulting Inc. 810.02%3.20%4.97%Q1 2022Q2 20249
SUTTON PLACE INVESTORS LLC 540.52%1.64%3.52%Q4 2021Q2 20249
LPL Financial LLC 990.00%0.00%0.01%Q2 2022Q2 20249
SAX WEALTH ADVISORS, LLC 990.29%1.11%2.35%Q2 2022Q2 20249
SC&H Financial Advisors, Inc. 990.58%1.14%1.73%Q2 2022Q2 20249
NWAM LLC 990.04%0.07%0.19%Q2 2022Q2 20249
ASSETMARK, INC 990.12%0.20%0.28%Q2 2022Q2 20249
Rockwood Wealth Management, LLC 990.33%1.85%2.15%Q2 2022Q2 20249
DRIVE WEALTH MANAGEMENT, LLC 990.15%0.49%0.99%Q1 2022Q1 20249
AVANTAX ADVISORY SERVICES, INC. 990.00%0.00%0.01%Q2 2022Q2 20249
PARK AVENUE SECURITIES LLC 990.16%0.25%0.33%Q2 2022Q2 20249
Rehmann Capital Advisory Group 990.03%0.04%0.05%Q2 2022Q2 20249
BUCKINGHAM STRATEGIC WEALTH, LLC 990.01%0.28%1.01%Q2 2022Q2 20249
FirstPurpose Wealth LLC 810.16%0.95%1.61%Q4 2021Q1 20249
Five Oceans Advisors 990.67%0.91%1.08%Q2 2022Q2 20249
FIRETHORN WEALTH PARTNERS, LLC 990.38%0.48%0.62%Q2 2022Q2 20249
Atria Wealth Solutions, Inc. 990.01%0.02%0.04%Q2 2022Q2 20249
OLD MISSION CAPITAL LLC 720.01%0.05%0.17%Q4 2021Q2 20249
ENVESTNET ASSET MANAGEMENT INC 990.01%0.01%0.02%Q2 2022Q2 20249
ROYAL BANK OF CANADA 990.00%0.00%0.00%Q2 2022Q2 20249
Straight Path Wealth Management 990.28%1.94%2.65%Q2 2022Q2 20249
Annapolis Financial Services, LLC 990.37%1.93%3.01%Q2 2022Q2 20249
OSAIC HOLDINGS, INC. 990.00%0.00%0.01%Q2 2022Q2 20249
EverSource Wealth Advisors, LLC 990.08%0.12%0.18%Q2 2022Q2 20249
Cambridge Investment Research Advisors, Inc. 990.00%0.01%0.01%Q2 2022Q2 20249
GREAT VALLEY ADVISOR GROUP, INC. 990.01%0.02%0.04%Q2 2022Q2 20249
Henrickson Nauta Wealth Advisors, Inc. 990.74%1.29%1.55%Q2 2022Q2 20249
Global Trust Asset Management, LLC 990.08%0.12%0.27%Q2 2022Q2 20249
Orion Capital Management LLC 990.02%0.14%0.43%Q2 2022Q2 20249
Mattern Wealth Management LLC 880.16%4.76%7.97%Q3 2022Q2 20248
Samalin Investment Counsel, LLC 880.31%0.84%1.15%Q3 2022Q2 20248
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 880.08%3.62%9.06%Q3 2022Q2 20248
Spire Wealth Management 880.00%0.01%0.01%Q3 2022Q2 20248
Applied Capital LLC 880.94%1.15%1.36%Q2 2022Q1 20248
TRIAD FINANCIAL ADVISORS, INC. 884.20%10.54%14.84%Q4 2021Q3 20238
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 880.06%0.09%0.11%Q3 2022Q2 20248
Waypoint Capital Advisors, LLC 880.24%1.40%1.98%Q3 2022Q2 20248
Geometric Wealth Advisors 530.07%0.11%0.14%Q2 2022Q2 20248
PFG Advisors 880.03%0.11%0.16%Q3 2022Q2 20248
Bay Harbor Wealth Management, LLC 880.01%0.99%2.00%Q3 2022Q2 20248
BUCKINGHAM STRATEGIC PARTNERS, LLC 620.03%0.39%1.25%Q1 2022Q2 20248
BANK OF AMERICA CORP /DE/ 710.00%0.00%0.00%Q2 2022Q2 20248
AE Wealth Management LLC 880.00%0.02%0.04%Q2 2022Q1 20248
Acorn Wealth Advisors, LLC 881.41%1.55%1.64%Q3 2022Q2 20248
Seaside Wealth Management, Inc. 880.11%0.20%0.26%Q3 2022Q2 20248
Rather & Kittrell, Inc. 880.96%5.90%8.57%Q3 2022Q2 20248
Apollon Wealth Management, LLC 770.02%0.07%0.10%Q4 2022Q2 20247
LAM GROUP, INC. 770.21%0.33%0.44%Q4 2022Q2 20247
Kooman & Associates 772.43%3.37%6.33%Q4 2022Q2 20247
TCP Asset Management, LLC 770.34%0.91%3.71%Q4 2022Q2 20247
WorthPointe, LLC 770.15%0.21%0.35%Q4 2022Q2 20247
Private Advisor Group, LLC 610.00%0.01%0.02%Q3 2022Q2 20247
Ruedi Wealth Management, Inc. 771.57%3.16%6.78%Q4 2022Q2 20247
Integrated Wealth Concepts LLC 770.03%0.05%0.14%Q4 2022Q2 20247
Farther Finance Advisors, LLC 770.01%0.14%0.26%Q4 2022Q2 20247
Savant Capital, LLC 770.12%0.33%0.56%Q4 2022Q2 20247
SageView Advisory Group, LLC 770.12%0.15%0.21%Q4 2022Q2 20247
B&D White Capital Company, LLC 770.05%0.07%0.12%Q4 2022Q2 20247
Cetera Advisors LLC 770.00%0.23%0.40%Q1 2022Q3 20237
Silicon Hills Wealth Management, LLC 770.14%4.60%13.66%Q4 2021Q2 20237
Mutual Advisors, LLC 610.01%0.01%0.02%Q2 2022Q2 20247
RAM Investment Partners, LLC 776.23%7.16%7.96%Q4 2022Q2 20247
McCarthy Grittinger Financial Group, LLC 430.01%0.10%0.31%Q4 2021Q2 20247
LEGACY FINANCIAL GROUP, INC. 773.86%5.51%5.93%Q4 2022Q2 20247
RFG Advisory, LLC 770.66%0.81%0.94%Q4 2022Q2 20247
Kestra Advisory Services, LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Corient Private Wealth LLC 770.00%0.01%0.01%Q4 2022Q2 20247
Dynamic Advisor Solutions LLC 770.05%0.23%0.32%Q4 2022Q2 20247
Graves Light Lenhart Wealth, Inc. 770.61%0.76%1.00%Q4 2022Q2 20247
Index Fund Advisors, Inc. 770.06%0.06%0.07%Q4 2022Q2 20247
NewEdge Advisors, LLC 770.01%0.03%0.05%Q4 2022Q2 20247
FinDec Wealth Services, Inc. 773.58%4.05%5.14%Q4 2022Q2 20247
Onyx Financial Advisors, LLC 776.98%8.01%8.69%Q4 2022Q2 20247
Betterment LLC 770.00%0.01%0.02%Q4 2022Q2 20247
QUARRY HILL ADVISORS, LLC 770.43%0.73%0.90%Q4 2022Q2 20247
Selective Wealth Management, Inc. 520.10%0.12%0.14%Q3 2022Q2 20247
MARYLAND CAPITAL ADVISORS INC. 771.39%1.99%2.51%Q4 2022Q2 20247
Intrepid Financial Planning Group LLC 770.14%0.15%0.17%Q4 2022Q2 20247
Foster Group, Inc. 770.06%0.09%0.13%Q4 2022Q2 20247
Great Point Wealth Advisors, LLC 771.00%1.35%2.04%Q2 2022Q4 20237
RCS Financial Planning, LLC 776.91%9.83%12.92%Q4 2022Q2 20247
COLLECTIVE FAMILY OFFICE LLC 770.11%0.18%0.23%Q4 2022Q2 20247
Helen Stephens Group, LLC 770.08%0.11%0.13%Q4 2022Q2 20247
USAdvisors Wealth Management, LLC 770.20%0.25%0.33%Q4 2022Q2 20247
Tillman Hartley LLC 772.21%2.46%2.61%Q4 2022Q2 20247
Great Waters Wealth Management 773.27%5.22%6.87%Q4 2022Q2 20247
DecisionPoint Financial, LLC 770.01%0.05%0.10%Q4 2022Q2 20247
CPA Asset Management LLC 771.33%1.92%2.78%Q4 2022Q2 20247
Shore Point Advisors, LLC 770.33%0.73%0.89%Q4 2022Q2 20247
Disciplined Investments, LLC 770.04%0.48%1.26%Q4 2022Q2 20247
Shira Ridge Wealth Management 771.25%1.70%2.53%Q4 2022Q2 20247
Allegiance Financial Group Advisory Services LLC 771.80%3.63%4.66%Q4 2022Q2 20247
MORRIS FINANCIAL CONCEPTS, INC. 770.59%0.64%0.73%Q4 2022Q2 20247
HighTower Advisors, LLC 660.00%0.05%0.12%Q1 2023Q2 20246
Tanager Wealth Management LLP 660.39%2.19%4.55%Q2 2022Q3 20236
Affinity Capital Advisors, LLC 510.06%0.16%0.29%Q4 2021Q2 20236
Hutchens & Kramer Investment Management Group, LLC 661.39%1.51%1.73%Q1 2023Q2 20246
WPWealth LLP 660.16%3.92%10.06%Q1 2023Q2 20246
Safeguard Investment Advisory Group, LLC 660.26%0.46%0.55%Q1 2023Q2 20246
Beta Wealth Group, Inc. 420.50%1.06%2.10%Q1 2022Q2 20246
Vestmark Advisory Solutions, Inc. 660.45%0.67%1.46%Q1 2023Q2 20246
BURNEY CO/ 660.47%1.00%1.32%Q1 2023Q2 20246
Essential Planning, LLC. 661.09%1.18%1.26%Q1 2023Q2 20246
Gradient Investments LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Verus Financial Partners, Inc. 660.04%0.05%0.07%Q1 2023Q2 20246
Meredith Wealth Planning 660.58%0.91%1.35%Q1 2023Q2 20246
Matisse Capital 660.15%0.18%0.21%Q1 2023Q2 20246
Root Financial Partners, LLC 662.72%3.28%4.16%Q1 2023Q2 20246
WOLFF WIESE MAGANA LLC 660.83%1.07%1.46%Q2 2022Q3 20236
Beaird Harris Wealth Management, LLC 660.02%8.21%10.49%Q1 2023Q2 20246
Glass Jacobson Investment Advisors llc 510.01%0.15%0.23%Q4 2022Q2 20246
Beacon Pointe Advisors, LLC 660.01%0.02%0.03%Q1 2023Q2 20246
Aspire Private Capital, LLC 550.03%0.08%0.22%Q2 2023Q2 20245
LINCOLN NATIONAL CORP 550.01%0.03%0.03%Q1 2023Q1 20245
Arcadia Wealth Management, LLC 550.90%1.12%1.28%Q2 2023Q2 20245
Blue Trust, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
CLIENT 1ST ADVISORY GROUP, LLC 551.44%3.92%5.39%Q2 2023Q2 20245
Baldrige Asset Management LLC 550.02%0.19%0.28%Q1 2022Q1 20235
WEALTHSOURCE PARTNERS, LLC 550.12%0.13%0.14%Q4 2022Q4 20235
TRUIST FINANCIAL CORP 550.00%0.00%0.01%Q1 2023Q1 20245
Pinnacle Family Advisors, LLC 550.13%0.17%0.22%Q2 2023Q2 20245
Apella Capital, LLC 550.13%1.30%2.20%Q2 2023Q2 20245
Strategic Investment Solutions, Inc. /IL 550.22%0.87%2.15%Q4 2022Q4 20235
OneDigital Investment Advisors LLC 550.02%0.74%1.31%Q2 2023Q2 20245
Waverly Advisors, LLC 550.31%0.71%1.06%Q2 2023Q2 20245
CWM, LLC 550.00%0.00%0.01%Q2 2023Q2 20245
Modera Wealth Management, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
American Investment Services, Inc. 550.06%0.16%0.27%Q2 2023Q2 20245
MERCER GLOBAL ADVISORS INC /ADV 550.00%0.01%0.01%Q2 2023Q2 20245
Kathleen S. Wright Associates Inc. 550.14%0.15%0.18%Q2 2023Q2 20245
Planning Center, Inc. 550.50%2.88%12.11%Q2 2023Q2 20245
Coppell Advisory Solutions LLC 310.01%0.02%0.06%Q4 2022Q2 20245
Copperleaf Capital, LLC 550.38%0.63%0.93%Q2 2023Q2 20245
PATHSTONE FAMILY OFFICE, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2021Q2 20245
Renaissance Technologies 320.00%0.01%0.02%Q4 2022Q2 20245
UBS Group AG 110.00%0.00%0.00%Q4 2021Q4 20234
NORTHWEST WEALTH MANAGEMENT, LLC 440.11%0.50%1.03%Q3 2023Q2 20244
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
Investment Advisory Group, LLC 440.12%0.15%0.17%Q4 2022Q3 20234
Envestnet Portfolio Solutions, Inc. 440.01%0.01%0.01%Q3 2023Q2 20244
TOWNSQUARE CAPITAL LLC 440.00%0.01%0.01%Q3 2023Q2 20244
IHT Wealth Management, LLC 440.03%0.03%0.03%Q3 2022Q2 20234
WealthShield Partners, LLC 440.02%0.02%0.02%Q1 2023Q4 20234
Steward Partners Investment Advisory, LLC 440.02%0.03%0.05%Q3 2023Q2 20244
Francis Financial, Inc. 440.18%0.49%0.81%Q2 2022Q1 20234
Raymond James Financial Services Advisors, Inc. 310.00%0.00%0.02%Q3 2022Q2 20244
Mills Wealth Advisors LLC 440.18%0.20%0.23%Q2 2023Q1 20244
CreativeOne Wealth, LLC 220.02%0.02%0.03%Q1 2023Q2 20244
Wealthquest Corp 440.27%0.51%1.09%Q4 2021Q3 20224
JPMORGAN CHASE & CO 440.00%0.00%0.00%Q3 2023Q2 20244
MORGAN STANLEY 310.00%0.00%0.00%Q2 2023Q2 20244
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.01%0.01%0.02%Q3 2023Q2 20244
HARBOUR INVESTMENTS, INC. 440.00%0.00%0.00%Q3 2023Q2 20244
Sequoia Financial Advisors, LLC 440.08%0.10%0.12%Q1 2023Q4 20234
Mendota Financial Group, LLC 440.04%0.17%0.30%Q4 2022Q3 20234
Heritage Investment Group, Inc. 441.13%1.20%1.33%Q3 2023Q2 20244
Citadel Advisors 210.00%0.00%0.00%Q4 2021Q2 20244
Security Financial Services, INC. 440.06%0.07%0.08%Q3 2023Q2 20244
Parker Financial LLC 440.52%0.90%1.40%Q3 2023Q2 20244
LVZ, Inc. 440.13%0.15%0.16%Q2 2022Q1 20234
BOS Asset Management, LLC 440.32%0.46%0.66%Q3 2023Q2 20244
Moisand Fitzgerald Tamayo, LLC 440.00%0.00%0.01%Q3 2023Q2 20244
Elwood & Goetz Wealth Advisory Group, LLC 220.04%0.06%0.08%Q3 2022Q4 20234
Pine Harbor Wealth Management, LLC 331.05%1.41%1.70%Q4 2023Q2 20243
Vermillion & White Wealth Management Group, LLC 331.94%2.14%2.43%Q4 2023Q2 20243
DiNuzzo Private Wealth, Inc. 3312.35%12.79%13.32%Q4 2023Q2 20243
BCU Wealth Advisors, LLC 336.51%6.66%6.87%Q4 2023Q2 20243
WMS Partners, LLC 330.03%0.04%0.04%Q4 2023Q2 20243
Signature Resources Capital Management, LLC 3310.15%10.34%10.59%Q4 2023Q2 20243
ECLECTIC ASSOCIATES INC /ADV 330.24%0.27%0.31%Q4 2023Q2 20243
Lakeridge Wealth Management LLC 332.00%2.15%2.28%Q4 2023Q2 20243
Abel Hall, LLC 330.16%0.24%0.31%Q4 2023Q2 20243
Valued Wealth Advisors LLC 3310.90%12.00%13.83%Q4 2023Q2 20243
JACKSON THORNTON ASSET MANAGEMENT, LLC 330.04%0.46%1.23%Q4 2023Q2 20243
LJI Wealth Management, LLC 330.08%0.10%0.12%Q4 2022Q2 20233
Wealthcare Advisory Partners LLC 330.01%0.01%0.01%Q4 2023Q2 20243
FLOW TRADERS U.S. LLC 210.01%0.04%0.08%Q3 2023Q2 20243
White Wing Wealth Management 334.58%4.68%4.75%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Grunden Financial Advisory, Inc. 3311.01%11.14%11.39%Q4 2023Q2 20243
Forthright Family Wealth Advisory LLC 330.53%0.54%0.55%Q4 2023Q2 20243
GREAT OAK CAPITAL PARTNERS, LLC 334.36%5.20%6.10%Q4 2023Q2 20243
CLARIS ADVISORS, LLC / MO / 330.21%0.41%0.67%Q4 2023Q2 20243
DIXON FNANCIAL SERVICES, INC. 330.14%0.17%0.19%Q4 2023Q2 20243
FAMILY WEALTH PARTNERS, LLC 332.27%2.64%2.89%Q4 2023Q2 20243
MML INVESTORS SERVICES, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
Narus Financial Partners, LLC 330.16%0.34%0.45%Q4 2023Q2 20243
Oceanside Advisors LLC 338.09%8.45%8.77%Q4 2023Q2 20243
Delap Wealth Advisory, LLC 330.25%0.68%1.29%Q4 2023Q2 20243
Concord Wealth Partners 331.36%1.39%1.44%Q4 2023Q2 20243
HFG Wealth Management, LLC 210.10%0.25%0.34%Q1 2023Q1 20243
Peirce Capital Management, LLC 333.78%4.16%4.44%Q4 2023Q2 20243
ELEVATE WEALTH ADVISORY, INC 330.79%0.83%0.90%Q4 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Keyes, Stange & Wooten Wealth Management, LLC 330.62%5.94%9.13%Q4 2023Q2 20243
Squire Investment Management Company, LLC 330.55%1.01%1.48%Q4 2023Q2 20243
FMR LLC 220.00%0.00%0.00%Q3 2023Q4 20232
WELLS FARGO & COMPANY/MN 110.00%0.00%0.00%Q2 2023Q2 20242
CPWM, LLC 220.02%0.04%0.06%Q2 2022Q3 20222
Passive Capital Management, LLC. 220.22%0.23%0.23%Q4 2022Q1 20232
ML & R WEALTH MANAGEMENT LLC 220.79%1.52%2.26%Q4 2021Q1 20222
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q2 20242
Cetera Investment Advisers 220.00%0.00%0.00%Q4 2023Q1 20242
BetterWealth, LLC 220.11%0.11%0.11%Q4 2023Q1 20242
One Degree Advisors Inc 110.10%0.11%0.11%Q4 2023Q2 20242
DBK Financial Counsel, LLC 220.79%0.89%0.99%Q2 2022Q3 20222
Global Retirement Partners, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
25 LLC 220.04%0.05%0.05%Q1 2023Q2 20232
Financial Symmetry Inc 220.26%0.27%0.27%Q1 2024Q2 20242
CARDIFF PARK ADVISORS, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Pioneer Wealth Management Group 222.64%2.79%2.93%Q1 2024Q2 20242
Simplicity Wealth,LLC 220.02%0.03%0.03%Q1 2024Q2 20242
VisionPoint Advisory Group, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Savvy Advisors, Inc. 220.07%0.10%0.12%Q1 2024Q2 20242
Adams Chetwood Wealth Management LLC 220.43%9.45%18.48%Q4 2021Q1 20222
City State Bank 220.10%0.30%0.50%Q1 2024Q2 20242
SILVER OAK SECURITIES, INCORPORATED 220.03%0.03%0.03%Q1 2024Q2 20242
GeoWealth Management, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 220.58%0.59%0.59%Q3 2023Q4 20232
LifePro Asset Management 221.71%1.96%2.21%Q1 2024Q2 20242
Krilogy Financial LLC 110.03%0.05%0.06%Q3 2022Q1 20232
Hilltop Holdings Inc. 220.03%0.04%0.04%Q1 2024Q2 20242
DOPKINS WEALTH MANAGEMENT, LLC 220.33%0.57%0.81%Q1 2024Q2 20242
Hemington Wealth Management 220.98%1.37%1.75%Q1 2024Q2 20242
Barry Investment Advisors, LLC 220.16%0.21%0.26%Q1 2024Q2 20242
AXXCESS WEALTH MANAGEMENT, LLC 220.01%0.02%0.02%Q4 2023Q1 20242
DIVERSIFY WEALTH MANAGEMENT, LLC 110.60%0.60%0.60%Q2 2024Q2 20241
Relaxing Retirement Coach 110.06%0.06%0.06%Q2 2023Q2 20231
Bridgewater Advisors Inc. 110.16%0.16%0.16%Q2 2022Q2 20221
Core Wealth Management, Inc. 110.26%0.26%0.26%Q2 2024Q2 20241
Grey Street Capital, LLC 110.28%0.28%0.28%Q1 2023Q1 20231
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
Crown Wealth Group, LLC 113.09%3.09%3.09%Q4 2021Q4 20211
HARTLINE INVESTMENT CORP/ 110.09%0.09%0.09%Q1 2024Q1 20241
B.O.S.S. Retirement Advisors, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
Birchcreek Wealth Management, LLC 110.37%0.37%0.37%Q2 2024Q2 20241
Simplicity Solutions, LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Penserra Capital Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Wescott Financial Advisory Group, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Altiora Financial Group, LLC 116.00%6.00%6.00%Q2 2024Q2 20241
ANGELES WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2024Q1 20241
Diversified Portfolios, Inc. 110.24%0.24%0.24%Q2 2024Q2 20241
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.10%0.10%0.10%Q4 2021Q4 20211
MATHER GROUP, LLC. 110.00%0.00%0.00%Q1 2024Q1 20241
Smartleaf Asset Management LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Sterling Wealth Management, Inc. 110.52%0.52%0.52%Q2 2024Q2 20241
Cerity Partners LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Strategic Blueprint, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.43%0.43%0.43%Q2 2024Q2 20241
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q2 2024Q2 20241
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q2 2024Q2 20241
Ethos Financial Group, LLC 110.16%0.16%0.16%Q2 2024Q2 20241
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2023Q4 20231
Geneos Wealth Management Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Hershey Financial Advisers, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Evanson Asset Management, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Steward Financial Group LLC 110.66%0.66%0.66%Q3 2023Q3 20231
Trellis Wealth Advisors LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Laurel Wealth Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Two West Capital Advisors LLC 110.47%0.47%0.47%Q2 2024Q2 20241
Washington Trust Advisors, Inc. 110.02%0.02%0.02%Q2 2024Q2 20241
Truepoint, Inc. 110.01%0.01%0.01%Q1 2022Q1 20221
FLPUTNAM INVESTMENT MANAGEMENT CO 110.00%0.00%0.00%Q2 2024Q2 20241
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
TCI Wealth Advisors, Inc. 110.04%0.04%0.04%Q2 2024Q2 20241
DIMENSIONAL FUND ADVISORS LP 110.00%0.00%0.00%Q4 2021Q4 20211
Kings Path Partners LLC 110.01%0.01%0.01%Q2 2024Q2 20241
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
McIlrath & Eck, LLC 110.37%0.37%0.37%Q2 2024Q2 20241
LEVEL FOUR ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Concorde Asset Management, LLC 110.16%0.16%0.16%Q2 2024Q2 20241
First Trust Investment Solutions L.P. 110.04%0.04%0.04%Q2 2024Q2 20241
Flagstone Financial Management 110.13%0.13%0.13%Q4 2022Q4 20221
Invst, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q4 2023Q4 20231
AQR Capital Management 110.00%0.00%0.00%Q2 2024Q2 20241
TAGStone Capital, Inc. 110.27%0.27%0.27%Q2 2024Q2 20241
Baystate Wealth Management LLC 110.00%0.00%0.00%Q4 2023Q4 20231
CAPITAL PERFORMANCE ADVISORS LLP 110.10%0.10%0.10%Q2 2024Q2 20241
VESTIA PERSONAL WEALTH ADVISORS 110.74%0.74%0.74%Q2 2024Q2 20241
Ashton Thomas Private Wealth, LLC 110.00%0.00%0.00%Q2 2024Q2 20241

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