Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Unison Advisors LLC	Shares	912.6KSH	$39.0M
2	DiNuzzo Private Wealth, Inc.	Shares	195.8KSH	$8.4M
3	United Wealth Management, LLC	Shares	168.4KSH	$7.2M
4	Farther Finance Advisors, LLC	Shares	154.3KSH	$6.6M
5	Meredith Wealth Planning	Shares	104.3KSH	$4.5M
6	Wealth Advisors Northwest LLC	Shares	95.5KSH	$4.1M
7	Foundry Financial LLC	Shares	90.7KSH	$3.9M
8	Merit Financial Group, LLC	Shares	89.8KSH	$3.8M
9	FISCHER INVESTMENT STRATEGIES, LLC	Shares	88.7KSH	$3.8M
10	Mills Wealth Advisors LLC	Shares	77.0KSH	$3.3M
11	Sequoia Financial Advisors, LLC	Shares	73.5KSH	$3.1M
12	Evanson Financial, LLC	Shares	68.5KSH	$2.9M
13	Abel Hall, LLC	Shares	56.4KSH	$2.4M
14	Applied Capital LLC	Shares	47.3KSH	$2.0M
15	HM PAYSON & CO	Shares	43.2KSH	$1.8M
16	RFG Advisory, LLC	Shares	39.0KSH	$1.7M
17	AA Financial Advisors, LLC	Shares	28.2KSH	$1.2M
18	FORTERIS WEALTH MANAGEMENT INC.	Shares	27.0KSH	$1.2M
19	BDFS Capital LLC	Shares	26.5KSH	$1.1M
20	Capital Investment Advisory Services, LLC	Shares	16.4KSH	$703.0K
21	Two West Capital Advisors LLC	Shares	17.9KSH	$697.0K
22	Outbound Financial Inc	Shares	14.8KSH	$633.7K
23	Apella Capital, LLC	Shares	14.4KSH	$587.5K
24	MARYLAND CAPITAL ADVISORS INC.	Shares	12.9KSH	$553.5K
25	FIRETHORN WEALTH PARTNERS, LLC	Shares	11.6KSH	$495.1K
26	SIGNATUREFD, LLC	Shares	10.4KSH	$445.6K
27	RCS Financial Planning, LLC	Shares	10.4KSH	$443.0K
28	Brookstone Capital Management	Shares	10.3KSH	$441.2K
29	Vestment Financial LLC	Shares	9.3KSH	$385.9K
30	Approach Retirement Advisors, LLC	Shares	8.9KSH	$382.1K
31	Global Financial Private Client, LLC	Shares	8.4KSH	$361.1K
32	NWAM LLC	Shares	8.4KSH	$359.9K
33	SAX WEALTH ADVISORS, LLC	Shares	9.6KSH	$323.4K
34	Canvas Wealth Advisors, LLC	Shares	6.2KSH	$266.5K
35	TCFG Investment Advisors, LLC	Shares	4.8KSH	$205.9K
36	LAM GROUP, INC.	Shares	3.8KSH	$162.7K
37	EverSource Wealth Advisors, LLC	Shares	847SH	$36.2K
38	Pillar Financial Advisors, LLC	Shares	576SH	$24.6K
39	Triumph Capital Management	Shares	363SH	$15.5K
40	PARK AVENUE SECURITIES LLC	Shares	96.1KSH	$4.1K
41	CoreCap Advisors, LLC	Shares	96SH	$4.1K
42	CX Institutional	Shares	1.1KSH	$49

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

40 / 40 loaded

#		Instrument
1	Unison Advisors LLC added	Shares	+5.3K	+$8.4M	$39.0M
2	Farther Finance Advisors, LLC added	Shares	+19.6K	+$2.0M	$6.6M
3	United Wealth Management, LLC trimmed	Shares	-3.1K	+$1.4M	$7.2M
4	Merit Financial Group, LLC added	Shares	+14.4K	+$1.3M	$3.8M
5	DiNuzzo Private Wealth, Inc. trimmed	Shares	-17.6K	+$1.2M	$8.4M
6	Foundry Financial LLC added	Shares	+6.8K	+$1.0M	$3.9M
7	Wealth Advisors Northwest LLC added	Shares	+5.5K	+$1.0M	$4.1M
8	Meredith Wealth Planning trimmed	Shares	-765	+$911.1K	$4.5M
9	Sequoia Financial Advisors, LLC trimmed	Shares	-111	+$656.2K	$3.1M
10	Apella Capital, LLC new	Shares	+14.4K	+$587.5K	$587.5K
11	Mills Wealth Advisors LLC trimmed	Shares	-4.0K	+$556.4K	$3.3M
12	Abel Hall, LLC trimmed	Shares	-848	+$477.9K	$2.4M
13	FISCHER INVESTMENT STRATEGIES, LLC trimmed	Shares	-11.4K	+$410.0K	$3.8M
14	HM PAYSON & CO unchanged	Shares	0	+$387.5K	$1.8M
15	Global Financial Private Client, LLC new	Shares	+8.4K	+$361.1K	$361.1K
16	FORTERIS WEALTH MANAGEMENT INC. added	Shares	+3.2K	+$351.5K	$1.2M
17	Canvas Wealth Advisors, LLC new	Shares	+6.2K	+$266.5K	$266.5K
18	Capital Investment Advisory Services, LLC added	Shares	+2.7K	+$240.1K	$703.0K
19	RFG Advisory, LLC trimmed	Shares	-3.4K	+$236.3K	$1.7M
20	BDFS Capital LLC trimmed	Shares	-79	+$235.2K	$1.1M
21	Applied Capital LLC trimmed	Shares	-5.8K	+$230.4K	$2.0M
22	TCFG Investment Advisors, LLC new	Shares	+4.8K	+$205.9K	$205.9K
23	AA Financial Advisors, LLC trimmed	Shares	-2.1K	+$183.4K	$1.2M
24	Brookstone Capital Management added	Shares	+738	+$117.5K	$441.2K
25	NWAM LLC added	Shares	+703	+$99.3K	$359.9K
26	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-582	+$84.3K	$495.1K
27	Outbound Financial Inc trimmed	Shares	-1.5K	+$83.7K	$633.7K
28	Approach Retirement Advisors, LLC trimmed	Shares	-307	+$69.9K	$382.1K
29	RCS Financial Planning, LLC trimmed	Shares	-840	+$64.6K	$443.0K
30	SIGNATUREFD, LLC trimmed	Shares	-1.0K	+$59.5K	$445.6K
31	LAM GROUP, INC. added	Shares	+340	+$45.7K	$162.7K
32	Vestment Financial LLC added	Shares	+2	+$33.5K	$385.9K
33	SAX WEALTH ADVISORS, LLC unchanged	Shares	0	+$14.7K	$323.4K
34	EverSource Wealth Advisors, LLC added	Shares	+1	+$7.6K	$36.2K
35	Triumph Capital Management added	Shares	+1	+$3.3K	$15.5K
36	Pillar Financial Advisors, LLC trimmed	Shares	-129	+$813	$24.6K
37	PARK AVENUE SECURITIES LLC trimmed	Shares	-9.5K	+$542	$4.1K
38	CoreCap Advisors, LLC trimmed	Shares	-19	+$220	$4.1K
39	CX Institutional new	Shares	+1.1K	+$49	$49
40	Two West Capital Advisors LLC trimmed	Shares	-1.5K	-$45.1K	$697.0K