Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 217 loaded

#		Instrument	quantity
1	Arista Wealth Management, LLC	Shares	2.2MSH	$83.5M
2	DiNuzzo Private Wealth, Inc.	Shares	1.3MSH	$50.5M
3	Evanson Financial, LLC	Shares	1.2MSH	$45.0M
4	Elser Financial Planning, Inc	Shares	923.6KSH	$35.8M
5	Stordahl Capital Management, Inc.	Shares	913.6KSH	$35.4M
6	United Wealth Management, LLC	Shares	904.3KSH	$35.1M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	826.9KSH	$32.1M
8	Hassell Wealth Management, LLC	Shares	771.0KSH	$29.4M
9	Sequoia Financial Advisors, LLC	Shares	714.8KSH	$27.7M
10	Factor Wealth Management LTD	Shares	634.6KSH	$24.6M
11	Wealth Dimensions Group, Ltd.	Shares	587.0KSH	$22.8M
12	Integris Wealth Management, LLC	Shares	585.9KSH	$22.7M
13	Wealth Advisors Northwest LLC	Shares	565.0KSH	$21.9M
14	Foundation Wealth Management, LLC\PA	Shares	502.6KSH	$19.5M
15	Farther Finance Advisors, LLC	Shares	499.8KSH	$19.4M
16	Apella Capital, LLC	Shares	483.5KSH	$18.7M
17	Well Done, LLC	Shares	457.9KSH	$17.8M
18	Physician Wealth Solutions Inc.	Shares	411.0KSH	$15.9M
19	Trust Co of the South	Shares	402.3KSH	$15.6M
20	RFG Advisory, LLC	Shares	373.5KSH	$14.5M
21	Avant Financial Advisors LLC	Shares	361.8KSH	$14.0M
22	AdvisorNet Financial, Inc	Shares	349.1KSH	$13.5M
23	KEB ASSET MANAGEMENT, LLC	Shares	341.5KSH	$13.2M
24	Abel Hall, LLC	Shares	336.1KSH	$13.0M
25	Plancorp, LLC	Shares	327.3KSH	$12.7M
26	Financial Architects, LLC	Shares	320.2KSH	$12.4M
27	BOS Asset Management, LLC	Shares	313.9KSH	$12.2M
28	RCS Financial Planning, LLC	Shares	301.7KSH	$11.7M
29	Ballentine Capital Advisors, Inc	Shares	296.9KSH	$11.5M
30	Discipline Wealth Solutions, LLC	Shares	271.1KSH	$10.5M
31	Navigate Wealth Management, LLC	Shares	257.1KSH	$10.2M
32	Foundry Financial LLC	Shares	218.0KSH	$8.5M
33	EQ WEALTH ADVISORS, LLC	Shares	215.0KSH	$8.3M
34	Gradient Capital Advisors, LLC	Shares	209.8KSH	$8.1M
35	AA Financial Advisors, LLC	Shares	208.5KSH	$8.1M
36	COLLECTIVE FAMILY OFFICE LLC	Shares	204.7KSH	$7.9M
37	Pillar Financial Advisors, LLC	Shares	193.5KSH	$7.5M
38	Lantz Financial LLC	Shares	191.7KSH	$7.4M
39	CLIENT 1ST ADVISORY GROUP, LLC	Shares	185.4KSH	$7.2M
40	XY Planning Network, Inc.	Shares	171.4KSH	$6.6M
41	MELFA WEALTH MANAGEMENT, INC.	Shares	154.6KSH	$6.0M
42	Richardson Capital Management LLC	Shares	151.9KSH	$5.9M
43	Marquette Asset Management, LLC	Shares	150.3KSH	$5.8M
44	Level Financial Advisors	Shares	143.8KSH	$5.6M
45	Fermata Advisors, LLC	Shares	135.9KSH	$5.3M
46	Forum Financial Management, LP	Shares	134.4KSH	$5.2M
47	INTEGRATED CAPITAL MANAGEMENT, INC.	Shares	133.6KSH	$5.2M
48	Financial Symmetry Inc	Shares	127.0KSH	$4.9M
49	Gibraltar Capital Management, Inc.	Shares	117.6KSH	$4.6M
50	Quantum Financial Advisors, LLC	Shares	113.8KSH	$4.4M

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

50 / 215 loaded

#		Instrument
1	Factor Wealth Management LTD added	Shares	+286.6K	+$12.4M	$24.6M
2	Arista Wealth Management, LLC added	Shares	+48.5K	+$9.8M	$83.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+137.3K	+$7.8M	$32.1M
4	Elser Financial Planning, Inc added	Shares	+11.7K	+$4.1M	$35.8M
5	United Wealth Management, LLC added	Shares	+5.1K	+$3.6M	$35.1M
6	Stordahl Capital Management, Inc. added	Shares	+3.7K	+$3.6M	$35.4M
7	Farther Finance Advisors, LLC added	Shares	+42.8K	+$3.3M	$19.4M
8	Foundation Wealth Management, LLC\PA added	Shares	+39.2K	+$3.3M	$19.5M
9	DiNuzzo Private Wealth, Inc. trimmed	Shares	-46.9K	+$3.2M	$50.5M
10	Apollon Wealth Management, LLC added	Shares	+77.8K	+$3.1M	$3.4M
11	Discipline Wealth Solutions, LLC added	Shares	+50.3K	+$2.8M	$10.5M
12	Apella Capital, LLC added	Shares	+54.9K	+$2.8M	$18.7M
13	Hassell Wealth Management, LLC added	Shares	+8.3K	+$2.7M	$29.4M
14	Wealth Advisors Northwest LLC added	Shares	+14.7K	+$2.6M	$21.9M
15	Avant Financial Advisors LLC added	Shares	+31.2K	+$2.4M	$14.0M
16	Wealth Dimensions Group, Ltd. added	Shares	+5.7K	+$2.4M	$22.8M
17	Sequoia Financial Advisors, LLC trimmed	Shares	-17.6K	+$2.1M	$27.7M
18	Integris Wealth Management, LLC trimmed	Shares	-12.5K	+$1.8M	$22.7M
19	Foundry Financial LLC added	Shares	+26.5K	+$1.7M	$8.5M
20	AdvisorNet Financial, Inc added	Shares	+12.1K	+$1.7M	$13.5M
21	RFG Advisory, LLC added	Shares	+8.6K	+$1.7M	$14.5M
22	Abel Hall, LLC added	Shares	+10.7K	+$1.6M	$13.0M
23	Navigate Wealth Management, LLC added	Shares	+22.9K	+$1.5M	$10.2M
24	Well Done, LLC trimmed	Shares	-10.3K	+$1.4M	$17.8M
25	RCS Financial Planning, LLC added	Shares	+5.6K	+$1.3M	$11.7M
26	Financial Architects, LLC added	Shares	+2.8K	+$1.3M	$12.4M
27	Lantz Financial LLC added	Shares	+15.2K	+$1.3M	$7.4M
28	Physician Wealth Solutions Inc. trimmed	Shares	-8.3K	+$1.2M	$15.9M
29	KEB ASSET MANAGEMENT, LLC trimmed	Shares	-1.0K	+$1.2M	$13.2M
30	BOS Asset Management, LLC added	Shares	+1.9K	+$1.2M	$12.2M
31	Pacific Park Financial, Inc. added	Shares	+27.2K	+$1.2M	$2.9M
32	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+27.6K	+$1.2M	$2.7M
33	CLIENT 1ST ADVISORY GROUP, LLC added	Shares	+14.9K	+$1.2M	$7.2M
34	MELFA WEALTH MANAGEMENT, INC. added	Shares	+18.4K	+$1.2M	$6.0M
35	Ballentine Capital Advisors, Inc added	Shares	+2.1K	+$1.2M	$11.5M
36	William Mack & Associates, Inc. added	Shares	+27.7K	+$1.2M	$2.1M
37	Pillar Financial Advisors, LLC added	Shares	+8.4K	+$1.0M	$7.5M
38	Gradient Capital Advisors, LLC added	Shares	+6.2K	+$1.0M	$8.1M
39	Mattern Wealth Management LLC new	Shares	+25.0K	+$969.8K	$969.8K
40	Plancorp, LLC added	Shares	+675	+$921.1K	$12.7M
41	Global Financial Private Client, LLC added	Shares	+19.1K	+$864.1K	$2.0M
42	COLLECTIVE FAMILY OFFICE LLC added	Shares	+2.6K	+$858.0K	$7.9M
43	RTD Financial Advisors, Inc. added	Shares	+16.5K	+$815.0K	$2.4M
44	Gibraltar Capital Management, Inc. added	Shares	+9.1K	+$761.1K	$4.6M
45	Revolve Wealth Partners, LLC added	Shares	+16.4K	+$757.4K	$1.9M
46	Richardson Capital Management LLC added	Shares	+5.0K	+$746.5K	$5.9M
47	Level Financial Advisors added	Shares	+5.5K	+$731.1K	$5.6M
48	XY Planning Network, Inc. added	Shares	+2.4K	+$714.7K	$6.6M
49	Quantum Financial Advisors, LLC added	Shares	+6.8K	+$664.4K	$4.4M
50	Freedom Day Solutions, LLC added	Shares	+14.8K	+$639.7K	$1.2M

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