Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 103 loaded

#		Instrument	quantity
1	True Wealth Design, LLC	Shares	694.2KSH	$29.6M
2	Marquette Asset Management, LLC	Shares	673.7KSH	$28.7M
3	Family Investment Center, Inc.	Shares	604.1KSH	$25.8M
4	Evanson Financial, LLC	Shares	579.6KSH	$24.7M
5	NorthAvenue LLC	Shares	538.3KSH	$23.0M
6	Cambridge Financial Group, LLC	Shares	505.9KSH	$21.6M
7	EAGLE WEALTH STRATEGIES LLC	Shares	483.7KSH	$20.6M
8	Graves Light Lenhart Wealth, Inc.	Shares	339.4KSH	$14.5M
9	Guardian Wealth Management, LLC	Shares	322.3KSH	$13.8M
10	Financial Architects, LLC	Shares	264.1KSH	$11.3M
11	SPWM Advisors LLC	Shares	274.7KSH	$11.0M
12	Cordant, Inc.	Shares	209.0KSH	$8.9M
13	Mills Wealth Advisors LLC	Shares	195.4KSH	$8.3M
14	DiNuzzo Private Wealth, Inc.	Shares	192.6KSH	$8.2M
15	Apella Capital, LLC	Shares	190.4KSH	$7.8M
16	United Wealth Management, LLC	Shares	161.2KSH	$6.9M
17	Breakwater Capital Group	Shares	149.8KSH	$6.4M
18	SAX WEALTH ADVISORS, LLC	Shares	176.7KSH	$6.3M
19	Versant Capital Management, Inc	Shares	138.9KSH	$5.9M
20	Farther Finance Advisors, LLC	Shares	131.2KSH	$5.6M
21	MISSION WEALTH MANAGEMENT, LP	Shares	127.1KSH	$5.4M
22	MARYLAND CAPITAL ADVISORS INC.	Shares	125.1KSH	$5.3M
23	EQ WEALTH ADVISORS, LLC	Shares	115.0KSH	$4.9M
24	United Asset Strategies, Inc.	Shares	108.3KSH	$4.6M
25	White Wing Wealth Management	Shares	98.9KSH	$4.2M
26	Composition Wealth, LLC	Shares	98.5KSH	$4.2M
27	Wealth Advisors Northwest LLC	Shares	95.2KSH	$4.1M
28	Verum Partners LLC	Shares	89.0KSH	$3.8M
29	Foundry Financial LLC	Shares	83.6KSH	$3.6M
30	LAM GROUP, INC.	Shares	82.3KSH	$3.5M
31	Brookstone Capital Management	Shares	78.5KSH	$3.3M
32	Sequoia Financial Advisors, LLC	Shares	61.5KSH	$2.6M
33	ARK & TLK INVESTMENTS, LLC	Shares	59.5KSH	$2.5M
34	McGrath & Associates, Inc.	Shares	56.9KSH	$2.4M
35	Abel Hall, LLC	Shares	56.6KSH	$2.4M
36	Spire Wealth Management	Shares	50.5KSH	$2.2M
37	Applied Capital LLC	Shares	46.0KSH	$2.0M
38	Triumph Capital Management	Shares	45.4KSH	$1.9M
39	Boyce & Associates Wealth Consulting, Inc.	Shares	42.6KSH	$1.8M
40	Porter White Investment Advisors, Inc.	Shares	34.0KSH	$1.4M
41	Clark Asset Management, LLC	Shares	33.8KSH	$1.4M
42	Forum Financial Management, LP	Shares	28.8KSH	$1.2M
43	AA Financial Advisors, LLC	Shares	26.9KSH	$1.1M
44	Pettinga Financial Advisors LLC	Shares	26.6KSH	$1.1M
45	BOS Asset Management, LLC	Shares	23.4KSH	$998.5K
46	MATTERN CAPITAL MANAGEMENT, LLC	Shares	22.8KSH	$973.5K
47	Good Harbor Advisors, Inc.	Shares	20.9KSH	$890.3K
48	JFS WEALTH ADVISORS, LLC	Shares	20.0KSH	$855.3K
49	Unison Advisors LLC	Shares	17.8KSH	$761.3K
50	Moisand Fitzgerald Tamayo, LLC	Shares	17.8KSH	$758.9K

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

50 / 104 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP new	Shares	+127.1K	+$5.4M	$5.4M
2	Family Investment Center, Inc. added	Shares	+34.6K	+$5.4M	$25.8M
3	Marquette Asset Management, LLC trimmed	Shares	-2.3K	+$4.6M	$28.7M
4	True Wealth Design, LLC trimmed	Shares	-7.0K	+$4.5M	$29.6M
5	Cambridge Financial Group, LLC trimmed	Shares	-1.2K	+$3.4M	$21.6M
6	NorthAvenue LLC trimmed	Shares	-10.8K	+$3.3M	$23.0M
7	EAGLE WEALTH STRATEGIES LLC trimmed	Shares	-4.8K	+$3.2M	$20.6M
8	Versant Capital Management, Inc added	Shares	+60.4K	+$3.1M	$5.9M
9	Brookstone Capital Management added	Shares	+69.2K	+$3.0M	$3.3M
10	SAX WEALTH ADVISORS, LLC added	Shares	+54.6K	+$2.2M	$6.3M
11	United Asset Strategies, Inc. added	Shares	+40.0K	+$2.2M	$4.6M
12	Graves Light Lenhart Wealth, Inc. trimmed	Shares	-6.2K	+$2.1M	$14.5M
13	Mills Wealth Advisors LLC added	Shares	+19.7K	+$2.0M	$8.3M
14	Financial Architects, LLC trimmed	Shares	-3.9K	+$1.7M	$11.3M
15	Cordant, Inc. trimmed	Shares	-53	+$1.4M	$8.9M
16	Guardian Wealth Management, LLC trimmed	Shares	-24.1K	+$1.3M	$13.8M
17	Farther Finance Advisors, LLC added	Shares	+5.7K	+$1.1M	$5.6M
18	United Wealth Management, LLC trimmed	Shares	-1.3K	+$1.1M	$6.9M
19	Breakwater Capital Group trimmed	Shares	-4.5K	+$871.4K	$6.4M
20	DiNuzzo Private Wealth, Inc. trimmed	Shares	-12.8K	+$869.1K	$8.2M
21	Foundry Financial LLC added	Shares	+6.1K	+$794.5K	$3.6M
22	Wealth Advisors Northwest LLC added	Shares	+2.9K	+$760.6K	$4.1M
23	EQ WEALTH ADVISORS, LLC trimmed	Shares	-1.9K	+$724.8K	$4.9M
24	DAVENPORT & Co LLC new	Shares	+15.9K	+$679.5K	$679.5K
25	Verum Partners LLC trimmed	Shares	-3	+$612.6K	$3.8M
26	Outbound Financial Inc new	Shares	+14.1K	+$601.2K	$601.2K
27	White Wing Wealth Management trimmed	Shares	-2.5K	+$591.8K	$4.2M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+13.6K	+$572.9K	$572.9K
29	LAM GROUP, INC. unchanged	Shares	0	+$566.5K	$3.5M
30	ARK & TLK INVESTMENTS, LLC added	Shares	+4.0K	+$553.9K	$2.5M
31	Composition Wealth, LLC trimmed	Shares	-4.2K	+$529.9K	$4.2M
32	Apella Capital, LLC added	Shares	+6.1K	+$527.1K	$7.8M
33	MATTERN CAPITAL MANAGEMENT, LLC added	Shares	+8.0K	+$444.8K	$973.5K
34	McGrath & Associates, Inc. added	Shares	+1.3K	+$437.8K	$2.4M
35	Abel Hall, LLC added	Shares	+1.0K	+$425.5K	$2.4M
36	Sequoia Financial Advisors, LLC trimmed	Shares	-137	+$418.8K	$2.6M
37	Triumph Capital Management added	Shares	+2.3K	+$394.8K	$1.9M
38	Spire Wealth Management added	Shares	+553	+$367.9K	$2.2M
39	Global Financial Private Client, LLC new	Shares	+8.4K	+$357.8K	$357.8K
40	XY Planning Network, Inc. new	Shares	+7.9K	+$338.1K	$338.1K
41	Porter White Investment Advisors, Inc. added	Shares	+2.6K	+$325.3K	$1.4M
42	Boyce & Associates Wealth Consulting, Inc. added	Shares	+602	+$315.2K	$1.8M
43	Opus Financial Solutions LLC added	Shares	+5.6K	+$307.6K	$655.7K
44	FISCHER INVESTMENT STRATEGIES, LLC added	Shares	+4.8K	+$261.3K	$546.2K
45	SFM, LLC new	Shares	+5.8K	+$246.1K	$246.1K
46	TCFG Investment Advisors, LLC new	Shares	+5.1K	+$217.6K	$217.6K
47	VISTA CAPITAL PARTNERS, INC. new	Shares	+5.1K	+$217.0K	$217.0K
48	LAZARI CAPITAL MANAGEMENT, INC. new	Shares	+5.0K	+$212.2K	$212.2K
49	Vilga Financial Planning LLC new	Shares	+4.9K	+$208.0K	$208.0K
50	Forum Financial Management, LP unchanged	Shares	0	+$198.5K	$1.2M

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