Filing Research | DFA TR Institutional Holdings

Snapshot holdings

50 / 58 loaded

#		Instrument	quantity
1	Matson Money. Inc.	Shares	4.1MSH	$169.9M
2	Fortitude Family Office, LLC	Shares	543.9KSH	$22.4M
3	Physician Wealth Solutions Inc.	Shares	462.7KSH	$19.1M
4	Level Financial Advisors	Shares	362.6KSH	$15.0M
5	Yardley Wealth Management LLC	Shares	315.1KSH	$13.0M
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	310.2KSH	$12.8M
7	KFG WEALTH MANAGEMENT, LLC	Shares	264.9KSH	$10.9M
8	Five Oceans Advisors	Shares	254.4KSH	$10.5M
9	Apella Capital, LLC	Shares	233.0KSH	$9.6M
10	Austin Wealth Management, LLC	Shares	181.5KSH	$7.5M
11	Vestment Financial LLC	Shares	159.4KSH	$6.6M
12	Forum Financial Management, LP	Shares	146.5KSH	$6.0M
13	Foundry Financial LLC	Shares	138.6KSH	$5.7M
14	BCU Wealth Advisors, LLC	Shares	127.6KSH	$5.3M
15	Henrickson Nauta Wealth Advisors, Inc.	Shares	125.2KSH	$5.2M
16	Ares Financial Consulting, LLC	Shares	108.4KSH	$4.5M
17	Porter White Investment Advisors, Inc.	Shares	97.6KSH	$4.0M
18	Farther Finance Advisors, LLC	Shares	96.2KSH	$4.0M
19	Grove Street Fiduciary, LLC	Shares	92.9KSH	$3.8M
20	City State Bank	Shares	77.7KSH	$3.2M
21	Amicus Financial Advisors, LLC	Shares	77.2KSH	$3.2M
22	Merit Financial Group, LLC	Shares	63.4KSH	$2.6M
23	CFS Investment Advisory Services, LLC	Shares	57.7KSH	$2.4M
24	NWAM LLC	Shares	56.0KSH	$2.3M
25	TCP Asset Management, LLC	Shares	55.2KSH	$2.3M
26	Onyx Financial Advisors, LLC	Shares	54.2KSH	$2.2M
27	XY Planning Network, Inc.	Shares	40.6KSH	$1.7M
28	Saxony Capital Management, LLC	Shares	40.3KSH	$1.7M
29	Shearwater Capital LLC	Shares	39.6KSH	$1.6M
30	CPA Asset Management Group, LLC	Shares	24.9KSH	$1.0M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	24.7KSH	$1.0M
32	Meritas Wealth Management, LLC	Shares	18.5KSH	$764.0K
33	Foster Group, Inc.	Shares	18.1KSH	$746.5K
34	Aspire Private Capital, LLC	Shares	16.7KSH	$691.0K
35	VISIONARY HORIZONS, LLC	Shares	16.3KSH	$672.2K
36	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	16.3KSH	$671.0K
37	FIRETHORN WEALTH PARTNERS, LLC	Shares	13.7KSH	$563.7K
38	Factor Wealth Management LTD	Shares	13.0KSH	$538.0K
39	Stewardship Advisors, LLC	Shares	10.2KSH	$421.3K
40	Envestnet Portfolio Solutions, Inc.	Shares	9.9KSH	$408.1K
41	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	9.6KSH	$396.0K
42	Strategic Investment Solutions, Inc. /IL	Shares	9.0KSH	$372.9K
43	FORTERIS WEALTH MANAGEMENT INC.	Shares	9.0KSH	$369.6K
44	Two West Capital Advisors LLC	Shares	8.8KSH	$363.8K
45	Blossom Wealth Management	Shares	8.2KSH	$338.5K
46	First Financial Group Corp	Shares	5.8KSH	$239.6K
47	SageOak Financial, LLC	Shares	5.2KSH	$213.2K
48	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	4.9KSH	$201.2K
49	LAM GROUP, INC.	Shares	1.5KSH	$62.5K
50	Crewe Advisors LLC	Shares	945SH	$39.0K

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

50 / 61 loaded

#		Instrument
1	Matson Money. Inc. added	Shares	+216.8K	+$7.8M	$169.9M
2	Fortitude Family Office, LLC added	Shares	+39.7K	+$1.4M	$22.4M
3	Physician Wealth Solutions Inc. added	Shares	+34.8K	+$1.2M	$19.1M
4	Saxony Capital Management, LLC added	Shares	+27.3K	+$1.1M	$1.7M
5	Yardley Wealth Management LLC added	Shares	+26.9K	+$977.2K	$13.0M
6	Amicus Financial Advisors, LLC added	Shares	+21.3K	+$853.4K	$3.2M
7	Foundry Financial LLC added	Shares	+19.1K	+$733.1K	$5.7M
8	City State Bank added	Shares	+17.1K	+$679.1K	$3.2M
9	Level Financial Advisors added	Shares	+20.0K	+$666.4K	$15.0M
10	Merit Financial Group, LLC added	Shares	+14.7K	+$583.8K	$2.6M
11	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+15.0K	+$568.0K	$5.2M
12	Meritas Wealth Management, LLC added	Shares	+11.0K	+$450.5K	$764.0K
13	BCU Wealth Advisors, LLC added	Shares	+11.6K	+$426.1K	$5.3M
14	XY Planning Network, Inc. added	Shares	+10.4K	+$413.9K	$1.7M
15	Farther Finance Advisors, LLC added	Shares	+10.7K	+$401.8K	$4.0M
16	TCP Asset Management, LLC added	Shares	+8.4K	+$325.1K	$2.3M
17	KFG WEALTH MANAGEMENT, LLC added	Shares	+9.9K	+$288.1K	$10.9M
18	Aspire Private Capital, LLC added	Shares	+5.2K	+$208.7K	$691.0K
19	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC new	Shares	+4.9K	+$201.2K	$201.2K
20	Factor Wealth Management LTD added	Shares	+3.8K	+$152.3K	$538.0K
21	NWAM LLC added	Shares	+3.6K	+$122.6K	$2.3M
22	Ares Financial Consulting, LLC added	Shares	+3.9K	+$112.1K	$4.5M
23	Porter White Investment Advisors, Inc. added	Shares	+3.3K	+$94.3K	$4.0M
24	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added	Shares	+5.0K	+$66.2K	$12.8M
25	FORTERIS WEALTH MANAGEMENT INC. added	Shares	+1.0K	+$37.6K	$369.6K
26	Envestnet Portfolio Solutions, Inc. added	Shares	+943	+$34.7K	$408.1K
27	EverSource Wealth Advisors, LLC new	Shares	+279	+$11.5K	$11.5K
28	Stewardship Advisors, LLC added	Shares	+384	+$11.3K	$421.3K
29	Apella Capital, LLC added	Shares	+5.6K	+$7.2K	$9.6M
30	LAM GROUP, INC. added	Shares	+115	+$4.1K	$62.5K
31	JFS WEALTH ADVISORS, LLC added	Shares	+100	+$4.1K	$7.3K
32	VISIONARY HORIZONS, LLC added	Shares	+245	+$2.6K	$672.2K
33	PARK AVENUE SECURITIES LLC added	Shares	+19.0K	+$747	$4.0K
34	CX Institutional new	Shares	+20	+$1	$1
35	SIGNATUREFD, LLC exited	Shares	0	-$11	$0
36	CoreCap Advisors, LLC unchanged	Shares	0	-$85	$7.5K
37	Torren Management, LLC unchanged	Shares	0	-$424	$37.7K
38	Crewe Advisors LLC unchanged	Shares	0	-$440	$39.0K
39	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-30	-$1.3K	$4.5K
40	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+348	-$3.4K	$1.0M
41	CFS Investment Advisory Services, LLC added	Shares	+1.2K	-$4.2K	$2.4M
42	Foster Group, Inc. unchanged	Shares	0	-$8.4K	$746.5K
43	IFP Advisors, Inc trimmed	Shares	-226	-$9.6K	$18.7K
44	Blossom Wealth Management trimmed	Shares	-195	-$11.9K	$338.5K
45	SageOak Financial, LLC trimmed	Shares	-264	-$13.4K	$213.2K
46	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-189	-$14.3K	$563.7K
47	NORTHWEST WEALTH MANAGEMENT, LLC trimmed	Shares	-241	-$17.6K	$671.0K
48	Onyx Financial Advisors, LLC added	Shares	+174	-$18.0K	$2.2M
49	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-774	-$36.7K	$396.0K
50	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-930	-$43.0K	$372.9K

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