Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 445 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	42.6MSH	$1.89B
2	Apella Capital, LLC	Shares	16.1MSH	$713.4M
3	Rockwood Wealth Management, LLC	Shares	12.3MSH	$547.3M
4	SJS Investment Consulting Inc.	Shares	9.4MSH	$416.0M
5	Plancorp, LLC	Shares	7.9MSH	$349.9M
6	Symmetry Partners, LLC	Shares	6.7MSH	$297.5M
7	JFS WEALTH ADVISORS, LLC	Shares	4.5MSH	$200.3M
8	Evanson Financial, LLC	Shares	4.0MSH	$176.5M
9	Burton Enright Welch	Shares	4.0MSH	$176.4M
10	McGlone Suttner Wealth Management, Inc.	Shares	3.8MSH	$169.5M
11	Onyx Financial Advisors, LLC	Shares	3.8MSH	$167.9M
12	United Wealth Management, LLC	Shares	3.8MSH	$167.5M
13	Catalyst Capital Advisors LLC	Shares	3.3MSH	$146.3M
14	Millburn Ridgefield LLC /DE/	Shares	3.3MSH	$146.3M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.2MSH	$141.5M
16	Conrad Siegel Investment Advisors, Inc.	Shares	3.1MSH	$136.1M
17	BCU Wealth Advisors, LLC	Shares	3.0MSH	$134.5M
18	BetterWealth, LLC	Shares	2.8MSH	$125.9M
19	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	2.7MSH	$121.5M
20	Eaton-Cambridge Inc.	Shares	2.6MSH	$115.6M
21	Discipline Wealth Solutions, LLC	Shares	2.6MSH	$115.0M
22	New Capital Management LP	Shares	2.6MSH	$114.0M
23	ARK & TLK INVESTMENTS, LLC	Shares	2.5MSH	$111.4M
24	KEB ASSET MANAGEMENT, LLC	Shares	2.4MSH	$106.2M
25	Henrickson Nauta Wealth Advisors, Inc.	Shares	2.4MSH	$105.0M
26	LRI Investments, LLC	Shares	2.3MSH	$102.0M
27	ShankerValleau Wealth Advisors, Inc.	Shares	2.2MSH	$97.5M
28	Verisail Partners, LLC	Shares	2.2MSH	$96.6M
29	Porter White Investment Advisors, Inc.	Shares	2.1MSH	$93.2M
30	Mattern Wealth Management LLC	Shares	1.9MSH	$84.1M
31	SAX WEALTH ADVISORS, LLC	Shares	2.1MSH	$83.5M
32	CAPSTONE CAPITAL LLC	Shares	1.9MSH	$83.1M
33	Financial Symmetry Inc	Shares	1.8MSH	$78.8M
34	Creative Capital Management Investments LLC	Shares	1.8MSH	$78.1M
35	Shearwater Capital LLC	Shares	1.7MSH	$76.0M
36	CLARIS ADVISORS, LLC / MO /	Shares	1.7MSH	$75.4M
37	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	1.7MSH	$74.5M
38	ANDREWS, LUCIA WEALTH MANAGEMENT LLC	Shares	1.6MSH	$73.2M
39	Wealth Advisors Northwest LLC	Shares	1.6MSH	$70.3M
40	Morton Capital Management LLC/CA	Shares	1.6MSH	$70.3M
41	Ballentine Capital Advisors, Inc	Shares	1.5MSH	$68.3M
42	Farther Finance Advisors, LLC	Shares	1.5MSH	$68.0M
43	True Wealth Design, LLC	Shares	1.5MSH	$66.5M
44	Cypress Point Wealth Management, LLC	Shares	1.4MSH	$63.1M
45	Applied Capital LLC	Shares	1.4MSH	$62.3M
46	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	1.3MSH	$59.8M
47	Trust Co of the South	Shares	1.3MSH	$57.7M
48	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	1.2MSH	$55.2M
49	Vannoy Advisory Group, Inc.	Shares	1.2MSH	$53.2M
50	CLIENT 1ST ADVISORY GROUP, LLC	Shares	1.2MSH	$51.5M

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

50 / 451 loaded

#		Instrument
1	Forum Financial Management, LP added	Shares	+265.9K	+$244.6M	$1.89B
2	Rockwood Wealth Management, LLC added	Shares	+261.0K	+$78.0M	$547.3M
3	SJS Investment Consulting Inc. added	Shares	+146.1K	+$57.3M	$416.0M
4	Apella Capital, LLC added	Shares	+386.1K	+$51.5M	$713.4M
5	JFS WEALTH ADVISORS, LLC added	Shares	+469.2K	+$43.1M	$200.3M
6	Symmetry Partners, LLC added	Shares	+12.0K	+$37.4M	$297.5M
7	Burton Enright Welch added	Shares	+232.5K	+$30.9M	$176.4M
8	Onyx Financial Advisors, LLC added	Shares	+107.7K	+$25.0M	$167.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+188.0K	+$24.6M	$141.5M
10	Discipline Wealth Solutions, LLC added	Shares	+258.2K	+$24.3M	$115.0M
11	McGlone Suttner Wealth Management, Inc. added	Shares	+38.8K	+$22.5M	$169.5M
12	United Wealth Management, LLC added	Shares	+12.4K	+$21.2M	$167.5M
13	KEB ASSET MANAGEMENT, LLC added	Shares	+204.3K	+$21.1M	$106.2M
14	CPA Asset Management Group, LLC added	Shares	+438.7K	+$19.5M	$20.1M
15	Catalyst Capital Advisors LLC trimmed	Shares	-26.4K	+$17.1M	$146.3M
16	Millburn Ridgefield LLC /DE/ trimmed	Shares	-26.4K	+$17.1M	$146.3M
17	Conrad Siegel Investment Advisors, Inc. trimmed	Shares	-15.3K	+$16.3M	$136.1M
18	Pacific Park Financial, Inc. new	Shares	+358.2K	+$15.9M	$15.9M
19	BetterWealth, LLC added	Shares	+7.2K	+$15.9M	$125.9M
20	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+68.6K	+$15.7M	$105.0M
21	BCU Wealth Advisors, LLC trimmed	Shares	-25.5K	+$15.7M	$134.5M
22	ARK & TLK INVESTMENTS, LLC added	Shares	+42.4K	+$15.5M	$111.4M
23	MISSION WEALTH MANAGEMENT, LP added	Shares	+255.2K	+$15.3M	$43.2M
24	Creative Capital Management Investments LLC added	Shares	+135.6K	+$14.9M	$78.1M
25	Eaton-Cambridge Inc. added	Shares	+10.0K	+$14.7M	$115.6M
26	New Capital Management LP added	Shares	+12.6K	+$14.6M	$114.0M
27	Forthright Family Wealth Advisory LLC new	Shares	+291.3K	+$12.9M	$12.9M
28	LRI Investments, LLC trimmed	Shares	-12.4K	+$12.2M	$102.0M
29	Mattern Wealth Management LLC added	Shares	+42.2K	+$12.1M	$84.1M
30	True Wealth Design, LLC added	Shares	+97.8K	+$12.0M	$66.5M
31	Wealth Advisors Northwest LLC added	Shares	+77.9K	+$11.7M	$70.3M
32	Morton Capital Management LLC/CA added	Shares	+76.5K	+$11.7M	$70.3M
33	CAPSTONE CAPITAL LLC added	Shares	+34.0K	+$11.6M	$83.1M
34	Verisail Partners, LLC trimmed	Shares	-13.5K	+$11.4M	$96.6M
35	CLARIS ADVISORS, LLC / MO / added	Shares	+48.5K	+$11.2M	$75.4M
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed	Shares	-118.9K	+$10.5M	$121.5M
37	Shearwater Capital LLC added	Shares	+9.4K	+$9.8M	$76.0M
38	Cypress Point Wealth Management, LLC added	Shares	+45.4K	+$9.6M	$63.1M
39	ShankerValleau Wealth Advisors, Inc. trimmed	Shares	-64.6K	+$9.6M	$97.5M
40	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+98.4K	+$8.8M	$39.8M
41	Applied Capital LLC added	Shares	+21.3K	+$8.5M	$62.3M
42	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+21.5K	+$8.3M	$59.8M
43	BANNERMAN WEALTH MANAGEMENT GROUP, LLC added	Shares	+35.4K	+$8.2M	$55.2M
44	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed	Shares	-39.4K	+$7.7M	$74.5M
45	Abel Hall, LLC added	Shares	+35.4K	+$7.7M	$50.8M
46	Mills Wealth Advisors LLC added	Shares	+43.7K	+$7.6M	$47.5M
47	Financial Symmetry Inc added	Shares	+94.9K	+$7.5M	$78.8M
48	Ballentine Capital Advisors, Inc trimmed	Shares	-26.3K	+$7.4M	$68.3M
49	Vannoy Advisory Group, Inc. added	Shares	+21.6K	+$7.4M	$53.2M
50	ANDREWS, LUCIA WEALTH MANAGEMENT LLC trimmed	Shares	-49.7K	+$7.1M	$73.2M

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