Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 56 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	6.8MSH	$370.7M
2	Symmetry Partners, LLC	Shares	2.5MSH	$136.1M
3	PENOBSCOT WEALTH MANAGEMENT	Shares	841.8KSH	$45.8M
4	Beaird Harris Wealth Management, LLC	Shares	743.4KSH	$40.5M
5	Wealth Advisors Northwest LLC	Shares	538.4KSH	$29.3M
6	DiNuzzo Private Wealth, Inc.	Shares	502.7KSH	$27.4M
7	RFG Advisory, LLC	Shares	461.7KSH	$25.1M
8	United Wealth Management, LLC	Shares	448.5KSH	$24.4M
9	Quantum Financial Advisors, LLC	Shares	392.2KSH	$21.4M
10	Outbound Financial Inc	Shares	307.6KSH	$16.8M
11	TruNorth Capital Management, LLC	Shares	298.2KSH	$16.2M
12	Gradient Capital Advisors, LLC	Shares	234.8KSH	$12.8M
13	Meredith Wealth Planning	Shares	228.4KSH	$12.4M
14	Dynamic Advisor Solutions LLC	Shares	197.1KSH	$10.7M
15	Archford Capital Strategies, LLC	Shares	191.6KSH	$10.4M
16	Signature Resources Capital Management, LLC	Shares	174.7KSH	$9.5M
17	Apella Capital, LLC	Shares	167.8KSH	$9.1M
18	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	157.0KSH	$8.5M
19	Kings Path Partners LLC	Shares	152.7KSH	$8.3M
20	AA Financial Advisors, LLC	Shares	150.1KSH	$8.2M
21	Applied Capital LLC	Shares	120.7KSH	$6.6M
22	Farther Finance Advisors, LLC	Shares	106.0KSH	$5.8M
23	City State Bank	Shares	97.8KSH	$5.3M
24	marrick wealth, LLC	Shares	90.6KSH	$4.9M
25	55 North Private Wealth, LLC	Shares	90.6KSH	$4.9M
26	Professional Financial Advisors, LLC	Shares	75.1KSH	$4.1M
27	Wealthcare Advisory Partners LLC	Shares	70.9KSH	$3.9M
28	SAX WEALTH ADVISORS, LLC	Shares	70.5KSH	$3.8M
29	PFG Advisors	Shares	56.2KSH	$3.1M
30	Abel Hall, LLC	Shares	51.7KSH	$2.8M
31	NWAM LLC	Shares	50.2KSH	$2.7M
32	Foster Group, Inc.	Shares	46.6KSH	$2.5M
33	Two West Capital Advisors LLC	Shares	42.9KSH	$2.3M
34	Foundry Financial LLC	Shares	37.6KSH	$2.0M
35	XY Planning Network, Inc.	Shares	37.6KSH	$2.0M
36	FIRETHORN WEALTH PARTNERS, LLC	Shares	34.7KSH	$1.9M
37	Merit Financial Group, LLC	Shares	31.3KSH	$1.7M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	28.9KSH	$1.6M
39	Accurate Wealth Management, LLC	Shares	21.9KSH	$1.2M
40	Shearwater Capital LLC	Shares	19.0KSH	$1.0M
41	Aurelius Family Office LLC	Shares	15.0KSH	$818.2K
42	Optimus Capital Advisors, LLC	Shares	10.1KSH	$549.9K
43	First Financial Group Corp	Shares	9.4KSH	$513.9K
44	Plancorp, LLC	Shares	9.4KSH	$509.0K
45	Spinnaker Investment Group, LLC	Shares	6.8KSH	$369.8K
46	Clarity Capital Advisors, LLC	Shares	6.7KSH	$363.2K
47	Clarity Asset Management, Inc.	Shares	3.8KSH	$207.0K
48	BankChampaign, National Association	Shares	3.5KSH	$189.0K
49	Trust Co	Shares	1.6KSH	$87.1K
50	Physician Wealth Advisors, Inc.	Shares	986SH	$53.7K

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

50 / 58 loaded

#		Instrument
1	Forum Financial Management, LP added	Shares	+267.3K	+$17.6M	$370.7M
2	Wealth Advisors Northwest LLC added	Shares	+207.8K	+$11.5M	$29.3M
3	Apella Capital, LLC added	Shares	+142.9K	+$7.7M	$9.1M
4	Beaird Harris Wealth Management, LLC added	Shares	+110.7K	+$6.3M	$40.5M
5	Quantum Financial Advisors, LLC added	Shares	+67.9K	+$3.8M	$21.4M
6	DiNuzzo Private Wealth, Inc. added	Shares	+42.4K	+$2.5M	$27.4M
7	Meredith Wealth Planning added	Shares	+30.5K	+$1.8M	$12.4M
8	United Wealth Management, LLC added	Shares	+24.5K	+$1.5M	$24.4M
9	Outbound Financial Inc added	Shares	+24.6K	+$1.5M	$16.8M
10	RFG Advisory, LLC added	Shares	+23.3K	+$1.5M	$25.1M
11	TruNorth Capital Management, LLC added	Shares	+21.6K	+$1.3M	$16.2M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+20.8K	+$1.1M	$1.6M
13	Gradient Capital Advisors, LLC added	Shares	+17.8K	+$1.1M	$12.8M
14	Signature Resources Capital Management, LLC added	Shares	+17.3K	+$1.0M	$9.5M
15	Accurate Wealth Management, LLC added	Shares	+16.5K	+$896.5K	$1.2M
16	SAX WEALTH ADVISORS, LLC added	Shares	+15.5K	+$832.3K	$3.8M
17	Kings Path Partners LLC added	Shares	+13.8K	+$805.6K	$8.3M
18	City State Bank added	Shares	+9.9K	+$582.3K	$5.3M
19	55 North Private Wealth, LLC added	Shares	+9.4K	+$548.9K	$4.9M
20	Professional Financial Advisors, LLC added	Shares	+9.5K	+$548.8K	$4.1M
21	NWAM LLC added	Shares	+9.5K	+$538.0K	$2.7M
22	Archford Capital Strategies, LLC added	Shares	+7.2K	+$478.5K	$10.4M
23	Spinnaker Investment Group, LLC new	Shares	+6.8K	+$369.8K	$369.8K
24	Abel Hall, LLC added	Shares	+5.6K	+$327.1K	$2.8M
25	PFG Advisors added	Shares	+4.0K	+$243.5K	$3.1M
26	Wealthcare Advisory Partners LLC added	Shares	+3.5K	+$222.9K	$3.9M
27	Applied Capital LLC added	Shares	+2.9K	+$211.7K	$6.6M
28	Two West Capital Advisors LLC added	Shares	+3.6K	+$189.9K	$2.3M
29	Foundry Financial LLC added	Shares	+2.3K	+$144.3K	$2.0M
30	marrick wealth, LLC added	Shares	+1.8K	+$140.1K	$4.9M
31	First Financial Group Corp added	Shares	+2.1K	+$118.9K	$513.9K
32	Shearwater Capital LLC added	Shares	+1.8K	+$106.3K	$1.0M
33	Foster Group, Inc. added	Shares	+515	+$49.7K	$2.5M
34	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+563	+$46.7K	$1.9M
35	XY Planning Network, Inc. added	Shares	+543	+$43.8K	$2.0M
36	Clarity Asset Management, Inc. added	Shares	+566	+$32.3K	$207.0K
37	JFS WEALTH ADVISORS, LLC new	Shares	+193	+$10.5K	$10.5K
38	Clarity Capital Advisors, LLC added	Shares	+75	+$7.2K	$363.2K
39	Torren Management, LLC added	Shares	+65	+$3.7K	$25.9K
40	Aurelius Family Office LLC trimmed	Shares	-64	+$3.6K	$818.2K
41	Plancorp, LLC added	Shares	+107	+$2.9K	$509.0K
42	BankChampaign, National Association trimmed	Shares	-3	+$1.5K	$189.0K
43	CoreCap Advisors, LLC added	Shares	+19	+$1.3K	$30.1K
44	Trust Co unchanged	Shares	0	+$752	$87.1K
45	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$463	$53.7K
46	Aspect Partners, LLC unchanged	Shares	0	+$15	$1.8K
47	Quest 10 Wealth Builders, Inc. unchanged	Shares	0	+$13	$1.6K
48	Optimus Capital Advisors, LLC trimmed	Shares	-95	-$388	$549.9K
49	PARK AVENUE SECURITIES LLC trimmed	Shares	-15.0K	-$741	$7.8K
50	Dynamic Advisor Solutions LLC trimmed	Shares	-2.4K	-$38.5K	$10.7M

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