Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 121 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	18.0MSH	$521.5M
2	LifeGuide Financial Advisors, LLC	Shares	2.6MSH	$75.1M
3	DiNuzzo Private Wealth, Inc.	Shares	1.8MSH	$53.4M
4	Rockwood Wealth Management, LLC	Shares	1.2MSH	$33.4M
5	Summit Financial Strategies, Inc.	Shares	1.1MSH	$32.4M
6	Creative Capital Management Investments LLC	Shares	1.0MSH	$30.3M
7	Great Waters Wealth Management	Shares	951.7KSH	$27.6M
8	Guardian Wealth Management, LLC	Shares	912.5KSH	$26.4M
9	Verisail Partners, LLC	Shares	870.4KSH	$25.2M
10	Quantum Financial Advisors, LLC	Shares	653.8KSH	$18.9M
11	Integris Wealth Management, LLC	Shares	646.7KSH	$18.7M
12	Level Financial Advisors	Shares	618.1KSH	$17.9M
13	Evanson Financial, LLC	Shares	574.4KSH	$16.6M
14	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	455.9KSH	$13.3M
15	SJS Investment Consulting Inc.	Shares	378.8KSH	$11.0M
16	Sprinkle Financial Consultants LLC	Shares	378.5KSH	$11.0M
17	XY Planning Network, Inc.	Shares	374.3KSH	$10.8M
18	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	370.1KSH	$10.7M
19	Elser Financial Planning, Inc	Shares	353.2KSH	$10.2M
20	Apella Capital, LLC	Shares	342.8KSH	$10.1M
21	Wealth Architects, LLC	Shares	284.3KSH	$8.2M
22	RFG Advisory, LLC	Shares	279.7KSH	$8.1M
23	CogentBlue Wealth Advisors, LLC	Shares	258.1KSH	$7.5M
24	Peirce Capital Management, LLC	Shares	244.3KSH	$7.1M
25	AdvisorNet Financial, Inc	Shares	224.6KSH	$6.5M
26	Henrickson Nauta Wealth Advisors, Inc.	Shares	208.8KSH	$6.0M
27	Vawter Financial, Ltd.	Shares	200.4KSH	$5.8M
28	Shotwell Rutter Baer Inc	Shares	194.3KSH	$5.6M
29	New Capital Management LP	Shares	192.6KSH	$5.6M
30	JDH Wealth Management, LLC	Shares	190.1KSH	$5.5M
31	Spire Wealth Management	Shares	174.1KSH	$5.0M
32	LAM GROUP, INC.	Shares	171.2KSH	$5.0M
33	Physician Wealth Solutions Inc.	Shares	166.2KSH	$4.8M
34	Farther Finance Advisors, LLC	Shares	161.5KSH	$4.7M
35	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	126.5KSH	$3.7M
36	CLARIS ADVISORS, LLC / MO /	Shares	125.3KSH	$3.6M
37	LRI Investments, LLC	Shares	124.7KSH	$3.6M
38	KEB ASSET MANAGEMENT, LLC	Shares	123.5KSH	$3.6M
39	EverSource Wealth Advisors, LLC	Shares	121.7KSH	$3.5M
40	Amicus Financial Advisors, LLC	Shares	120.6KSH	$3.5M
41	Wealth Advisors Northwest LLC	Shares	119.7KSH	$3.5M
42	Yardley Wealth Management LLC	Shares	113.8KSH	$3.3M
43	Longview Financial Advisors LLC	Shares	113.5KSH	$3.3M
44	Burton Enright Welch	Shares	107.6KSH	$3.1M
45	Foundry Financial LLC	Shares	103.3KSH	$3.0M
46	Porter White Investment Advisors, Inc.	Shares	102.6KSH	$3.0M
47	Sensenig Capital Advisors, Inc	Shares	87.8KSH	$2.5M
48	D.A. DAVIDSON & CO.	Shares	86.6KSH	$2.5M
49	Avant Financial Advisors LLC	Shares	86.2KSH	$2.5M
50	Sterling Wealth Advisors Inc	Shares	80.1KSH	$2.3M

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Manager changes2026-06-30 vs 2026-03-31

50 / 123 loaded

#		Instrument
1	Forum Financial Management, LP added	Shares	+477.9K	+$55.7M	$521.5M
2	LifeGuide Financial Advisors, LLC added	Shares	+84.2K	+$8.4M	$75.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+220.2K	+$7.0M	$13.3M
4	Rockwood Wealth Management, LLC added	Shares	+145.6K	+$6.6M	$33.4M
5	Creative Capital Management Investments LLC added	Shares	+148.9K	+$6.5M	$30.3M
6	DiNuzzo Private Wealth, Inc. added	Shares	+4.5K	+$4.5M	$53.4M
7	Summit Financial Strategies, Inc. added	Shares	+54.6K	+$4.1M	$32.4M
8	Great Waters Wealth Management added	Shares	+63.4K	+$4.0M	$27.6M
9	Integris Wealth Management, LLC added	Shares	+36.5K	+$2.5M	$18.7M
10	Level Financial Advisors added	Shares	+35.8K	+$2.4M	$17.9M
11	Guardian Wealth Management, LLC added	Shares	+7.2K	+$2.4M	$26.4M
12	Verisail Partners, LLC added	Shares	+8.1K	+$2.3M	$25.2M
13	SJS Investment Consulting Inc. added	Shares	+49.2K	+$2.2M	$11.0M
14	Amicus Financial Advisors, LLC added	Shares	+66.0K	+$2.0M	$3.5M
15	Quantum Financial Advisors, LLC added	Shares	+7.8K	+$1.8M	$18.9M
16	XY Planning Network, Inc. added	Shares	+28.1K	+$1.6M	$10.8M
17	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+10.4K	+$1.2M	$10.7M
18	Physician Wealth Solutions Inc. added	Shares	+27.1K	+$1.1M	$4.8M
19	Wealth Architects, LLC added	Shares	+14.9K	+$1.1M	$8.2M
20	Sprinkle Financial Consultants LLC added	Shares	+3.2K	+$989.2K	$11.0M
21	CogentBlue Wealth Advisors, LLC added	Shares	+13.0K	+$962.1K	$7.5M
22	KEB ASSET MANAGEMENT, LLC added	Shares	+21.9K	+$877.9K	$3.6M
23	RFG Advisory, LLC added	Shares	+6.3K	+$835.0K	$8.1M
24	Canvas Wealth Advisors, LLC added	Shares	+27.7K	+$820.2K	$1.0M
25	JDH Wealth Management, LLC added	Shares	+13.4K	+$811.5K	$5.5M
26	AdvisorNet Financial, Inc added	Shares	+9.1K	+$779.4K	$6.5M
27	Vawter Financial, Ltd. added	Shares	+8.5K	+$704.1K	$5.8M
28	Foundry Financial LLC added	Shares	+13.4K	+$604.0K	$3.0M
29	Wealth Advisors Northwest LLC added	Shares	+9.5K	+$539.2K	$3.5M
30	Apella Capital, LLC added	Shares	+12.6K	+$532.9K	$10.1M
31	New Capital Management LP added	Shares	+1.9K	+$511.4K	$5.6M
32	Spire Wealth Management added	Shares	+2.8K	+$489.9K	$5.0M
33	Elser Financial Planning, Inc trimmed	Shares	-11.1K	+$489.0K	$10.2M
34	CLARIS ADVISORS, LLC / MO / added	Shares	+6.1K	+$462.8K	$3.6M
35	Shotwell Rutter Baer Inc trimmed	Shares	-907	+$440.2K	$5.6M
36	Yardley Wealth Management LLC added	Shares	+5.9K	+$429.1K	$3.3M
37	Longview Financial Advisors LLC added	Shares	+5.6K	+$419.1K	$3.3M
38	Wolfstich Capital, LLC new	Shares	+13.4K	+$392.8K	$392.8K
39	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+8.0K	+$386.4K	$2.1M
40	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+2.4K	+$365.8K	$3.7M
41	Henrickson Nauta Wealth Advisors, Inc. trimmed	Shares	-5.2K	+$361.5K	$6.0M
42	Peirce Capital Management, LLC trimmed	Shares	-8.7K	+$351.8K	$7.1M
43	Live Oak Private Wealth LLC added	Shares	+10.4K	+$346.4K	$858.3K
44	Global Financial Private Client, LLC new	Shares	+11.7K	+$338.9K	$338.9K
45	Abacus Planning Group, Inc. added	Shares	+8.8K	+$325.1K	$1.1M
46	Apollon Wealth Management, LLC new	Shares	+10.5K	+$305.1K	$305.1K
47	Farther Finance Advisors, LLC trimmed	Shares	-2.6K	+$290.7K	$4.7M
48	Sensenig Capital Advisors, Inc added	Shares	+2.4K	+$273.0K	$2.5M
49	marrick wealth, LLC added	Shares	+4.5K	+$254.9K	$1.6M
50	Meritas Wealth Management, LLC added	Shares	+2.6K	+$243.4K	$2.1M

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