Stammdaten
Unternehmen & Branche
| Name | Dimensional ETF Trust |
|---|---|
| Ticker | – |
| CIK | 0001816125 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 6300 BEE CAVE ROAD BUILDING ONE, 78746 AUSTIN, TX |
| Telefon | 512-306-7400 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Fiskaljahr-Ende | 31.10. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 278.056.404 | 0 | 278.056.404 | 11.340.431.419 | Neu | +100,0% | |
| Focus Partners Wealth | 204.967.865 | 0 | 204.967.865 | 8.827.118.050 | Neu | +100,0% | |
| Forum Financial Management, LP | 136.633.009 | 135.696.970 | 936.039 | 5.881.241.712 | Aufgestockt | +0,7% | |
| Savant Capital, LLC | 148.393.232 | 0 | 148.393.232 | 5.762.405.985 | Neu | +100,0% | |
| PRUDENTIAL FINANCIAL INC | 68.359.346 | 0 | 68.359.346 | 4.073.049.661 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 91.255.910 | 84.187.190 | 7.068.720 | 4.007.932.824 | Aufgestockt | +8,4% | |
| Creative Planning | 65.784.901 | 0 | 65.784.901 | 3.892.471.492 | Neu | +100,0% | |
| Focus Partners Advisor Solutions, LLC | 77.780.366 | 0 | 77.780.366 | 3.349.126.279 | Neu | +100,0% | |
| Apella Capital, LLC | 61.041.743 | 58.748.977 | 2.292.766 | 2.830.410.101 | Aufgestockt | +3,9% | |
| Corient Private Wealth LLC | 63.173.359 | 0 | 63.173.359 | 2.633.840.745 | Neu | +100,0% | |
| LPL Financial LLC | 57.306.112 | 0 | 57.306.112 | 2.365.611.929 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 51.426.058 | 0 | 51.426.058 | 2.321.046.893 | Neu | +100,0% | |
| JONES FINANCIAL COMPANIES LLLP | 66.050.763 | 0 | 66.050.763 | 2.258.224.975 | Neu | +100,0% | |
| HighTower Advisors, LLC | 47.696.916 | 0 | 47.696.916 | 1.970.585.231 | Neu | +100,0% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 39.312.084 | 0 | 39.312.084 | 1.966.033.736 | Neu | +100,0% | |
| Index Fund Advisors, Inc. | 35.459.553 | 0 | 35.459.553 | 1.952.510.206 | Neu | +100,0% | |
| Root Financial Partners, LLC | 39.416.280 | 33.963.297 | 5.452.983 | 1.950.712.592 | Aufgestockt | +16,1% | |
| MASECO LLP | 35.655.192 | 0 | 35.655.192 | 1.737.681.832 | Neu | +100,0% | |
| Plancorp, LLC | 33.180.591 | 37.671.195 | -4.490.604 | 1.725.033.463 | Reduziert | -11,9% | |
| NORTHERN TRUST CORP | 31.379.493 | 0 | 31.379.493 | 1.669.617.782 | Neu | +100,0% | |
| TCI Wealth Advisors, Inc. | 30.465.714 | 27.201.646 | 3.264.068 | 1.584.618.040 | Aufgestockt | +12,0% | |
| Beacon Pointe Advisors, LLC | 38.183.163 | 0 | 38.183.163 | 1.582.060.235 | Neu | +100,0% | |
| Sequoia Financial Advisors, LLC | 32.069.196 | 31.945.343 | 123.853 | 1.483.547.256 | Aufgestockt | +0,4% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.877.787 | 30.603.366 | 1.274.421 | 1.473.102.781 | Aufgestockt | +4,2% | |
| Allworth Financial LP | 35.940.492 | 0 | 35.940.492 | 1.452.377.506 | Neu | +100,0% | |
| Pure Financial Advisors, LLC | 28.880.852 | 0 | 28.880.852 | 1.429.220.110 | Neu | +100,0% | |
| Truepoint, Inc. | 31.880.702 | 32.473.949 | -593.247 | 1.406.033.788 | Reduziert | -1,8% | |
| RAYMOND JAMES FINANCIAL INC | 29.396.404 | 0 | 29.396.404 | 1.323.807.570 | Neu | +100,0% | |
| Vise Technologies, Inc. | 27.005.628 | 0 | 27.005.628 | 1.244.885.984 | Neu | +100,0% | |
| Mariner, LLC | 28.455.795 | 0 | 28.455.795 | 1.235.672.249 | Neu | +100,0% | |
| OneDigital Investment Advisors LLC | 29.632.175 | 0 | 29.632.175 | 1.235.500.101 | Neu | +100,0% | |
| MATHER GROUP, LLC. | 30.048.630 | 30.239.636 | -191.006 | 1.212.633.358 | Reduziert | -0,6% | |
| EP Wealth Advisors, LLC | 24.613.442 | 0 | 24.613.442 | 1.171.117.202 | Neu | +100,0% | |
| Modera Wealth Management, LLC | 23.767.584 | 22.287.735 | 1.479.849 | 1.155.917.440 | Aufgestockt | +6,6% | |
| Cerity Partners LLC | 26.215.325 | 0 | 26.215.325 | 1.120.780.478 | Neu | +100,0% | |
| ASSETMARK, INC | 24.946.808 | 9.192.159 | 15.754.649 | 1.085.326.423 | Aufgestockt | +171,4% | |
| Planning Center, Inc. | 21.930.033 | 21.652.914 | 277.119 | 998.795.881 | Aufgestockt | +1,3% | |
| Evanson Financial, LLC | 20.694.113 | 0 | 20.694.113 | 990.971.207 | Neu | +100,0% | |
| Greenspring Advisors, LLC | 25.489.090 | 0 | 25.489.090 | 980.550.732 | Neu | +100,0% | |
| DiNuzzo Private Wealth, Inc. | 21.059.316 | 20.869.138 | 190.178 | 966.190.643 | Aufgestockt | +0,9% | |
| ROYAL BANK OF CANADA | 22.591.409 | 0 | 22.591.409 | 963.318.000 | Neu | +100,0% | |
| Foster Group, Inc. | 20.261.455 | 20.375.375 | -113.920 | 946.351.113 | Reduziert | -0,6% | |
| UBS Group AG | 23.001.142 | 0 | 23.001.142 | 927.399.409 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 19.090.561 | 8.300.728 | 10.789.833 | 907.520.000 | Aufgestockt | +130,0% | |
| Pathstone Holdings, LLC | 22.611.008 | 0 | 22.611.008 | 902.841.408 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.038.147 | 17.088.067 | 950.080 | 892.602.880 | Aufgestockt | +5,6% | |
| Evanson Asset Management, LLC | 20.558.724 | 0 | 20.558.724 | 889.554.453 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 16.809.430 | 0 | 16.809.430 | 884.721.987 | Neu | +100,0% | |
| Cetera Investment Advisers | 21.054.576 | 0 | 21.054.576 | 873.971.649 | Neu | +100,0% | |
| AWM CAPITAL, LLC | 20.187.243 | 19.016.900 | 1.170.343 | 873.164.203 | Aufgestockt | +6,2% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | 136.633.009 | 135.696.970 | +0,7% | 5.881.241.712 | 5,51 | 0 % | 17 Q |
| ENVESTNET ASSET MANAGEMENT INC | 91.255.910 | 84.187.190 | +8,4% | 4.007.932.824 | 3,75 | 100 % | 17 Q |
| Apella Capital, LLC | 61.041.743 | 58.748.977 | +3,9% | 2.830.410.101 | 2,65 | 0 % | 16 Q |
| Root Financial Partners, LLC | 39.416.280 | 33.963.297 | +16,1% | 1.950.712.592 | 1,83 | 100 % | 14 Q |
| Plancorp, LLC | 33.180.591 | 37.671.195 | -11,9% | 1.725.033.463 | 1,61 | 0 % | 17 Q |
| TCI Wealth Advisors, Inc. | 30.465.714 | 27.201.646 | +12,0% | 1.584.618.040 | 1,48 | 0 % | 17 Q |
| Sequoia Financial Advisors, LLC | 32.069.196 | 31.945.343 | +0,4% | 1.483.547.256 | 1,39 | 0 % | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 31.877.787 | 30.603.366 | +4,2% | 1.473.102.781 | 1,38 | – | 17 Q |
| Truepoint, Inc. | 31.880.702 | 32.473.949 | -1,8% | 1.406.033.788 | 1,32 | 0 % | 17 Q |
| MATHER GROUP, LLC. | 30.048.630 | 30.239.636 | -0,6% | 1.212.633.358 | 1,14 | 0 % | 17 Q |
| Modera Wealth Management, LLC | 23.767.584 | 22.287.735 | +6,6% | 1.155.917.440 | 1,08 | 0 % | 17 Q |
| ASSETMARK, INC | 24.946.808 | 9.192.159 | +171,4% | 1.085.326.423 | 1,02 | 100 % | 17 Q |
| Planning Center, Inc. | 21.930.033 | 21.652.914 | +1,3% | 998.795.881 | 0,94 | 0 % | 17 Q |
| Evanson Financial, LLC | 20.694.113 | 0 | +100,0% | 990.971.207 | 0,93 | 0 % | 1 Q |
| DiNuzzo Private Wealth, Inc. | 21.059.316 | 20.869.138 | +0,9% | 966.190.643 | 0,90 | 0 % | 11 Q |
| Foster Group, Inc. | 20.261.455 | 20.375.375 | -0,6% | 946.351.113 | 0,89 | 0 % | 17 Q |
| Cambridge Investment Research Advisors, Inc. | 19.090.561 | 8.300.728 | +130,0% | 907.520.000 | 0,85 | – | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18.038.147 | 17.088.067 | +5,6% | 892.602.880 | 0,84 | 20 % | 17 Q |
| AWM CAPITAL, LLC | 20.187.243 | 19.016.900 | +6,2% | 873.164.203 | 0,82 | 0 % | 17 Q |
| Elser Financial Planning, Inc | 17.575.801 | 17.213.469 | +2,1% | 836.217.384 | 0,78 | 0 % | 9 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 1.393 | 2.330,1 | 106.814 |
| 31.03.2026 | ✓ | 2.266 | 5.008,2 | 212.940 |
| 31.12.2025 | ✓ | 2.200 | 4.749,5 | 204.037 |
| 30.09.2025 | ✓ | 2.013 | 4.334,8 | 176.923 |
| 30.06.2025 | ✓ | 1.911 | 4.290,5 | 164.612 |
| 31.03.2025 | ✓ | 1.854 | 4.022,7 | 263.589 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| RW Investment Management LLC | 11.847.147 | 461.960.181 |
| Perigon Wealth Management, LLC | 4.957.769 | 192.814.632 |
| F/m Investments LLC | 3.036.000 | 128.179.920 |
| WNY Asset Management, LLC | 3.199.458 | 126.441.271 |
| CSP Financial Group, LLC | 2.466.047 | 96.334.744 |
| Penserra Capital Management LLC | 1.681.274 | 78.354.000 |
| Owl Creek Wealth Partners LLC | 967.966 | 52.785.413 |
| Navigate Wealth Management, LLC | 1.191.847 | 52.484.693 |
| GK Wealth Management LLC | 1.333.780 | 52.142.770 |
| TRB Wealth Management, LLC | 1.294.854 | 50.860.634 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 84.187.190 | 22.761.073 | +37.1 % | 3.398.324.906 |
| MERCER GLOBAL ADVISORS INC /ADV | 278.056.404 | 22.484.650 | +8.8 % | 11.340.431.419 |
| Elser Financial Planning, Inc | 17.213.469 | 16.448.141 | +2149.2 % | 757.497.179 |
| Apella Capital, LLC | 58.748.977 | 16.183.413 | +38.0 % | 2.659.286.893 |
| Savant Capital, LLC | 148.393.232 | 15.831.695 | +11.9 % | 5.762.405.985 |
| JONES FINANCIAL COMPANIES LLLP | 66.050.763 | 15.077.108 | +29.6 % | 2.258.224.975 |
| First Command Advisory Services, Inc. | 18.818.364 | 14.863.347 | +375.8 % | 831.304.096 |
| Focus Partners Advisor Solutions, LLC | 77.780.366 | 14.411.078 | +22.7 % | 3.349.126.279 |
| Clearstead Advisors, LLC | 12.783.822 | 9.203.218 | +257.0 % | 457.100.247 |
| Allworth Financial LP | 35.940.492 | 8.484.548 | +30.9 % | 1.452.377.506 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Corient Private Wealth LLC | 63.173.359 | -59.202.330 | -48.4 % | 2.633.840.745 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17.088.067 | -10.565.195 | -38.2 % | 767.252.682 |
| Henrickson Nauta Wealth Advisors, Inc. | 5.694.468 | -4.971.057 | -46.6 % | 221.360.539 |
| Align Financial, LLC | 83.773 | -4.380.992 | -98.1 % | 4.374.930 |
| PRUDENTIAL FINANCIAL INC | 68.359.346 | -2.720.808 | -3.8 % | 4.073.049.661 |
| HighTower Advisors, LLC | 47.696.916 | -2.483.735 | -4.9 % | 1.970.585.231 |
| OSAIC HOLDINGS, INC. | 10.415.898 | -2.309.737 | -18.2 % | 443.594.687 |
| Efficient Advisors, LLC | 3.532.090 | -2.272.772 | -39.2 % | 136.082.801 |
| IFG Advisory, LLC | 93.837 | -2.088.945 | -95.7 % | 3.788.416 |
| Austin Wealth Management, LLC | 3.407.690 | -1.940.920 | -36.3 % | 140.613.856 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 07.05.2026 | First Command Advisory Services, Inc. | Passiv (13G) | 37,80 % | 115.061.748 | Neu | |
| 06.02.2026 | Savant Capital, LLC | Passiv (13G/A) | 10,61 % | 11.188.895 | +3,18 pp | |
| 05.02.2026 | Abigail P. Johnson (+1) | Passiv (13G/A) | 4,10 % | 9.266.581 | -1,20 pp | |
| 07.08.2025 | Savant Capital, LLC | Passiv (13G) | 7,43 % | 6.697.999 | -10,59 pp | |
| 07.08.2025 | Savant Capital, LLC | Passiv (13G) | 18,02 % | 23.936.337 | +15,91 pp | |
| 12.05.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 5,30 % | 10.619.595 | +2,70 pp | |
| 07.05.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 2,60 % | 911.058 | -7,70 pp | |
| 07.05.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 10,30 % | 3.739.292 | +3,50 pp | |
| 12.02.2025 | Abigail P. Johnson (+1) | Passiv (13G/A) | 6,80 % | 12.788.475 | -5,60 pp | |
| 10.02.2025 | Savant Capital, LLC | Passiv (13G/A) | 2,11 % | 2.075.112 | Neu | |
| 07.02.2025 | Abigail P. Johnson (+1) | Passiv (13G) | 12,40 % | 4.283.321 | Neu | |
| 07.05.2024 | SAVANT WEALTH MANAGEMENT | Passiv (13G) | 6,35 % | 2.183.728 | Neu |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 16.11.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 15.11.2021 | HV-Einladung | 29.12.2021 a.o. HV | — | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Übernahmen & Fusionen (M&A)
M&A-relevante SEC-Filings der letzten sechs Jahre: Übernahmeangebote (Tender Offers), Fusionen (425/S-4), Aktienrückkauf-Angebote (Self-Tender) und Going-Private-Transaktionen. Geführt nach dem einreichenden Emittenten.
| Datum (US) | Kategorie | Form | Deal-Konditionen | SEC |
|---|---|---|---|---|
| 10.03.2021 | Fusion | 425 | – | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Deal-Konditionen aus dem Dokument extrahiert (Tender: SC TO-T/-I/SC 14D9; Fusion: 425/S-4 — Gegenpartei + Umtauschverhältnis), ohne Gewähr — Original siehe SEC-Link.