Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 60 loaded

#		Instrument	quantity
1	Quantum Financial Advisors, LLC	Shares	528.7KSH	$25.8M
2	Five Oceans Advisors	Shares	442.4KSH	$21.6M
3	Forum Financial Management, LP	Shares	365.7KSH	$17.9M
4	Citrine Capital LLC	Shares	323.6KSH	$15.8M
5	Abacus Wealth Partners, LLC	Shares	317.9KSH	$15.5M
6	Wealth Architects, LLC	Shares	155.0KSH	$7.6M
7	Elser Financial Planning, Inc	Shares	126.2KSH	$6.2M
8	Apella Capital, LLC	Shares	103.0KSH	$4.9M
9	Allodium Investment Consultants, LLC	Shares	77.1KSH	$3.8M
10	DRIVE WEALTH MANAGEMENT, LLC	Shares	72.7KSH	$3.6M
11	New Capital Management LP	Shares	67.8KSH	$3.3M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	66.5KSH	$3.2M
13	Klaas Financial Asset Advisors, LLC	Shares	47.9KSH	$2.3M
14	Cordant, Inc.	Shares	38.3KSH	$1.9M
15	Longview Financial Advisors LLC	Shares	34.1KSH	$1.7M
16	Cambridge Financial Group, LLC	Shares	28.9KSH	$1.4M
17	MISSION WEALTH MANAGEMENT, LP	Shares	26.6KSH	$1.3M
18	Burton Enright Welch	Shares	25.3KSH	$1.2M
19	Henrickson Nauta Wealth Advisors, Inc.	Shares	20.5KSH	$1.0M
20	Cardinal Point Capital Management ULC	Shares	19.9KSH	$972.6K
21	Meritas Wealth Management, LLC	Shares	19.1KSH	$935.5K
22	NWAM LLC	Shares	18.3KSH	$892.5K
23	Sequoia Financial Advisors, LLC	Shares	17.9KSH	$877.0K
24	Creative Capital Management Investments LLC	Shares	15.1KSH	$740.2K
25	Northland Capital Management LLC	Shares	14.4KSH	$705.8K
26	Farther Finance Advisors, LLC	Shares	13.7KSH	$669.6K
27	Foster Group, Inc.	Shares	13.7KSH	$668.9K
28	XY Planning Network, Inc.	Shares	13.5KSH	$661.7K
29	BetterWealth, LLC	Shares	13.1KSH	$638.8K
30	Trellis Wealth Advisors LLC	Shares	12.9KSH	$630.0K
31	FIDUCIARY FINANCIAL GROUP, LLC	Shares	12.6KSH	$613.4K
32	Sensenig Capital Advisors, Inc	Shares	11.9KSH	$583.7K
33	Flagstone Financial Management	Shares	11.5KSH	$564.3K
34	Heck Capital Advisors, LLC	Shares	10.3KSH	$504.6K
35	AdvisorNet Financial, Inc	Shares	9.3KSH	$455.4K
36	Level Financial Advisors	Shares	8.7KSH	$426.0K
37	Mills Wealth Advisors LLC	Shares	8.6KSH	$422.1K
38	Composition Wealth, LLC	Shares	8.3KSH	$407.4K
39	CGN Advisors LLC	Shares	8.2KSH	$399.5K
40	Apollon Wealth Management, LLC	Shares	6.9KSH	$336.8K
41	Wealth Advisors Northwest LLC	Shares	6.7KSH	$326.2K
42	McGrath & Associates, Inc.	Shares	6.6KSH	$322.8K
43	Foundation Wealth Management, LLC\PA	Shares	6.4KSH	$314.3K
44	Tanager Wealth Management LLP	Shares	5.8KSH	$285.7K
45	Petersen Hastings Wealth Advisors Inc.	Shares	5.7KSH	$276.2K
46	United Wealth Management, LLC	Shares	5.3KSH	$260.8K
47	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	5.2KSH	$254.1K
48	DiNuzzo Private Wealth, Inc.	Shares	4.9KSH	$241.5K
49	Larry Mathis Financial Planning, LLC	Shares	4.4KSH	$215.8K
50	MBE Wealth Management, LLC	Shares	4.2KSH	$207.3K

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

50 / 60 loaded

#		Instrument
1	Five Oceans Advisors added	Shares	+4.1K	+$3.1M	$21.6M
2	Quantum Financial Advisors, LLC trimmed	Shares	-17.6K	+$2.7M	$25.8M
3	Forum Financial Management, LP trimmed	Shares	-8.9K	+$2.0M	$17.9M
4	Citrine Capital LLC trimmed	Shares	-5.0K	+$1.9M	$15.8M
5	Abacus Wealth Partners, LLC trimmed	Shares	-22.5K	+$1.1M	$15.5M
6	MISSION WEALTH MANAGEMENT, LP added	Shares	+20.4K	+$1.0M	$1.3M
7	Wealth Architects, LLC trimmed	Shares	-1.2K	+$959.8K	$7.6M
8	Elser Financial Planning, Inc trimmed	Shares	-465	+$846.5K	$6.2M
9	Allodium Investment Consultants, LLC trimmed	Shares	-342	+$487.4K	$3.8M
10	XY Planning Network, Inc. added	Shares	+8.1K	+$429.6K	$661.7K
11	New Capital Management LP trimmed	Shares	-443	+$422.8K	$3.3M
12	Composition Wealth, LLC new	Shares	+8.3K	+$407.4K	$407.4K
13	DRIVE WEALTH MANAGEMENT, LLC trimmed	Shares	-1.7K	+$399.6K	$3.6M
14	Cordant, Inc. added	Shares	+3.4K	+$392.8K	$1.9M
15	Apella Capital, LLC added	Shares	+7.4K	+$348.1K	$4.9M
16	Cambridge Financial Group, LLC added	Shares	+3.2K	+$324.5K	$1.4M
17	Klaas Financial Asset Advisors, LLC trimmed	Shares	-192	+$303.6K	$2.3M
18	Larry Mathis Financial Planning, LLC new	Shares	+4.4K	+$215.8K	$215.8K
19	MBE Wealth Management, LLC new	Shares	+4.2K	+$207.3K	$207.3K
20	Sequoia Financial Advisors, LLC added	Shares	+1.8K	+$195.1K	$877.0K
21	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+1.5K	+$144.2K	$613.4K
22	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+189	+$141.2K	$1.0M
23	NWAM LLC added	Shares	+294	+$131.3K	$892.5K
24	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.5K	+$130.2K	$3.2M
25	Cardinal Point Capital Management ULC trimmed	Shares	-78	+$126.2K	$972.6K
26	BetterWealth, LLC added	Shares	+711	+$115.2K	$638.8K
27	Burton Enright Welch trimmed	Shares	-1.5K	+$100.1K	$1.2M
28	Creative Capital Management Investments LLC unchanged	Shares	0	+$98.6K	$740.2K
29	Trellis Wealth Advisors LLC added	Shares	+18	+$84.6K	$630.0K
30	Mills Wealth Advisors LLC added	Shares	+589	+$81.2K	$422.1K
31	Longview Financial Advisors LLC trimmed	Shares	-3.3K	+$80.4K	$1.7M
32	Meritas Wealth Management, LLC trimmed	Shares	-1.1K	+$78.5K	$935.5K
33	AdvisorNet Financial, Inc added	Shares	+406	+$77.9K	$455.4K
34	McGrath & Associates, Inc. added	Shares	+117	+$73.5K	$322.8K
35	Flagstone Financial Management trimmed	Shares	-167	+$68.1K	$564.3K
36	Level Financial Advisors added	Shares	+94	+$60.7K	$426.0K
37	Foster Group, Inc. trimmed	Shares	-679	+$60.3K	$668.9K
38	Farther Finance Advisors, LLC trimmed	Shares	-590	+$59.1K	$669.6K
39	Kennebec Savings Bank new	Shares	+1.2K	+$57.0K	$57.0K
40	Heck Capital Advisors, LLC trimmed	Shares	-267	+$55.9K	$504.6K
41	CGN Advisors LLC trimmed	Shares	-140	+$47.3K	$399.5K
42	Wealth Advisors Northwest LLC added	Shares	+39	+$45.1K	$326.2K
43	Apollon Wealth Management, LLC unchanged	Shares	0	+$44.9K	$336.8K
44	Foundation Wealth Management, LLC\PA added	Shares	+29	+$43.1K	$314.3K
45	Sensenig Capital Advisors, Inc trimmed	Shares	-938	+$38.0K	$583.7K
46	Tanager Wealth Management LLP trimmed	Shares	-81	+$34.6K	$285.7K
47	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC unchanged	Shares	0	+$33.8K	$254.1K
48	United Wealth Management, LLC trimmed	Shares	-46	+$32.8K	$260.8K
49	Petersen Hastings Wealth Advisors Inc. trimmed	Shares	-160	+$30.0K	$276.2K
50	DiNuzzo Private Wealth, Inc. trimmed	Shares	-60	+$29.6K	$241.5K

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