Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 99 loaded

#		Instrument	quantity
1	Moisand Fitzgerald Tamayo, LLC	Shares	1.5MSH	$38.1M
2	GREAT OAK CAPITAL PARTNERS, LLC	Shares	1.1MSH	$28.7M
3	Sequoia Financial Advisors, LLC	Shares	757.6KSH	$19.8M
4	Burton Enright Welch	Shares	750.4KSH	$19.6M
5	Wealth Dimensions Group, Ltd.	Shares	717.8KSH	$18.8M
6	United Wealth Management, LLC	Shares	600.5KSH	$15.7M
7	LRI Investments, LLC	Shares	519.0KSH	$13.6M
8	Onyx Financial Advisors, LLC	Shares	441.8KSH	$11.6M
9	Forum Financial Management, LP	Shares	395.9KSH	$10.4M
10	Apella Capital, LLC	Shares	386.1KSH	$10.3M
11	Pillar Financial Advisors, LLC	Shares	362.2KSH	$9.5M
12	Dynamic Advisor Solutions LLC	Shares	308.3KSH	$8.1M
13	Vannoy Advisory Group, Inc.	Shares	282.6KSH	$7.4M
14	Beaird Harris Wealth Management, LLC	Shares	258.4KSH	$6.8M
15	Gradient Capital Advisors, LLC	Shares	219.2KSH	$5.7M
16	Citrine Capital LLC	Shares	213.8KSH	$5.6M
17	Rachor Investment Advisory Services, LLC	Shares	181.7KSH	$4.8M
18	BCU Wealth Advisors, LLC	Shares	177.4KSH	$4.6M
19	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	164.4KSH	$4.3M
20	Evanson Financial, LLC	Shares	162.0KSH	$4.2M
21	MARYLAND CAPITAL ADVISORS INC.	Shares	158.3KSH	$4.1M
22	Rockwood Wealth Management, LLC	Shares	153.3KSH	$4.0M
23	Aprio Wealth Management, LLC	Shares	141.6KSH	$3.7M
24	PFG Advisors	Shares	127.8KSH	$3.3M
25	BUILDER INVESTMENT GROUP INC /ADV	Shares	121.3KSH	$3.2M
26	DWR WEALTH MANAGEMENT, LLC	Shares	106.5KSH	$2.8M
27	ANDREWS, LUCIA WEALTH MANAGEMENT LLC	Shares	107.6KSH	$2.8M
28	Applied Capital LLC	Shares	103.8KSH	$2.7M
29	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	97.7KSH	$2.6M
30	SAX WEALTH ADVISORS, LLC	Shares	82.6KSH	$2.0M
31	GEN Financial Management, INC.	Shares	70.7KSH	$1.9M
32	RCS Financial Planning, LLC	Shares	69.8KSH	$1.8M
33	First Financial Group Corp	Shares	68.8KSH	$1.8M
34	CGN Advisors LLC	Shares	63.1KSH	$1.7M
35	Infinity Wealth Counsel, LLC	Shares	58.1KSH	$1.5M
36	Factor Wealth Management LTD	Shares	56.6KSH	$1.5M
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	56.4KSH	$1.5M
38	Apollon Wealth Management, LLC	Shares	56.3KSH	$1.5M
39	Sprinkle Financial Consultants LLC	Shares	55.8KSH	$1.5M
40	Farther Finance Advisors, LLC	Shares	53.6KSH	$1.4M
41	Vawter Financial, Ltd.	Shares	51.2KSH	$1.3M
42	Sowell Financial Services LLC	Shares	48.5KSH	$1.3M
43	Porter White Investment Advisors, Inc.	Shares	47.6KSH	$1.2M
44	DiNuzzo Private Wealth, Inc.	Shares	46.1KSH	$1.2M
45	Arcadia Wealth Management, LLC	Shares	43.2KSH	$1.1M
46	Heritage Wealth Management, Inc. /CA/	Shares	42.3KSH	$1.1M
47	Austin Wealth Management, LLC	Shares	39.0KSH	$1.1M
48	MISSION WEALTH MANAGEMENT, LP	Shares	38.6KSH	$1.0M
49	Guardian Wealth Management, LLC	Shares	38.3KSH	$1.0M
50	marrick wealth, LLC	Shares	37.5KSH	$980.3K

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

50 / 100 loaded

#		Instrument
1	Moisand Fitzgerald Tamayo, LLC added	Shares	+10.9K	+$3.9M	$38.1M
2	Burton Enright Welch added	Shares	+52.3K	+$3.1M	$19.6M
3	Sequoia Financial Advisors, LLC added	Shares	+50.7K	+$3.1M	$19.8M
4	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+25.8K	+$2.7M	$28.7M
5	LRI Investments, LLC added	Shares	+56.6K	+$2.6M	$13.6M
6	Wealth Dimensions Group, Ltd. added	Shares	+13.9K	+$2.1M	$18.8M
7	Onyx Financial Advisors, LLC added	Shares	+28.5K	+$1.8M	$11.6M
8	United Wealth Management, LLC added	Shares	+5.7K	+$1.6M	$15.7M
9	SAX WEALTH ADVISORS, LLC added	Shares	+57.6K	+$1.4M	$2.0M
10	GEN Financial Management, INC. added	Shares	+48.8K	+$1.3M	$1.9M
11	Citrine Capital LLC added	Shares	+27.0K	+$1.2M	$5.6M
12	Pillar Financial Advisors, LLC added	Shares	+9.1K	+$1.1M	$9.5M
13	Forum Financial Management, LP trimmed	Shares	-5.2K	+$870.2K	$10.4M
14	DWR WEALTH MANAGEMENT, LLC added	Shares	+18.5K	+$786.0K	$2.8M
15	Vannoy Advisory Group, Inc. added	Shares	+269	+$715.7K	$7.4M
16	Gradient Capital Advisors, LLC added	Shares	+5.0K	+$669.2K	$5.7M
17	ANDREWS, LUCIA WEALTH MANAGEMENT LLC added	Shares	+15.1K	+$627.2K	$2.8M
18	Dynamic Advisor Solutions LLC trimmed	Shares	-6.3K	+$626.1K	$8.1M
19	BCU Wealth Advisors, LLC added	Shares	+7.4K	+$619.4K	$4.6M
20	Rachor Investment Advisory Services, LLC added	Shares	+5.3K	+$580.6K	$4.8M
21	XY Planning Network, Inc. new	Shares	+21.8K	+$569.5K	$569.5K
22	BANNERMAN WEALTH MANAGEMENT GROUP, LLC added	Shares	+6.6K	+$568.9K	$4.3M
23	Applied Capital LLC added	Shares	+4.2K	+$359.3K	$2.7M
24	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+2.3K	+$359.2K	$3.2M
25	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.9K	+$340.6K	$2.6M
26	MISSION WEALTH MANAGEMENT, LP added	Shares	+10.3K	+$340.3K	$1.0M
27	PFG Advisors added	Shares	+639	+$335.8K	$3.3M
28	Freedom Day Solutions, LLC new	Shares	+11.1K	+$290.6K	$290.6K
29	Aprio Wealth Management, LLC trimmed	Shares	-3.2K	+$279.7K	$3.7M
30	Apella Capital, LLC trimmed	Shares	-2.1K	+$276.8K	$10.3M
31	Frankly Finances, LLC added	Shares	+6.1K	+$221.1K	$800.3K
32	First Financial Group Corp added	Shares	+2.0K	+$219.7K	$1.8M
33	Infinity Wealth Counsel, LLC added	Shares	+2.8K	+$212.9K	$1.5M
34	RCS Financial Planning, LLC added	Shares	+1.4K	+$207.5K	$1.8M
35	CGN Advisors LLC added	Shares	+794	+$177.1K	$1.7M
36	Sprinkle Financial Consultants LLC added	Shares	+1.1K	+$166.5K	$1.5M
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+930	+$163.6K	$1.5M
38	Porter White Investment Advisors, Inc. added	Shares	+1.8K	+$161.8K	$1.2M
39	Heritage Wealth Management, Inc. /CA/ added	Shares	+2.3K	+$160.4K	$1.1M
40	Rockwood Wealth Management, LLC trimmed	Shares	-9.7K	+$155.3K	$4.0M
41	Sowell Financial Services LLC added	Shares	+410	+$131.4K	$1.3M
42	DiNuzzo Private Wealth, Inc. added	Shares	+78	+$117.5K	$1.2M
43	Austin Wealth Management, LLC trimmed	Shares	-361	+$107.8K	$1.1M
44	Vawter Financial, Ltd. trimmed	Shares	-1.4K	+$95.0K	$1.3M
45	marrick wealth, LLC added	Shares	+20	+$94.5K	$980.3K
46	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-48	+$86.9K	$916.7K
47	Apollon Wealth Management, LLC trimmed	Shares	-2.9K	+$72.6K	$1.5M
48	Wealthcare Advisory Partners LLC added	Shares	+1.8K	+$71.1K	$294.4K
49	SpringVest Wealth Management LLC added	Shares	+223	+$69.0K	$664.0K
50	Approach Retirement Advisors, LLC trimmed	Shares	-949	+$55.0K	$807.5K

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