Filing Research | DIMENSIONAL U.S. SMALL CAP ETF Institutional Holdings

Snapshot holdings

50 / 324 loaded

#		Instrument	quantity
1	Confluence Wealth Services, Inc.	Shares	1.2MSH	$101.8M
2	Plancorp, LLC	Shares	1.2MSH	$100.6M
3	Evanson Financial, LLC	Shares	1.2MSH	$100.3M
4	Great Waters Wealth Management	Shares	1.2MSH	$94.7M
5	Moisand Fitzgerald Tamayo, LLC	Shares	979.6KSH	$80.7M
6	DAVENPORT & Co LLC	Shares	901.3KSH	$74.2M
7	Stordahl Capital Management, Inc.	Shares	724.3KSH	$59.6M
8	MassMutual Private Wealth & Trust, FSB	Shares	719.3KSH	$59.2M
9	DiNuzzo Private Wealth, Inc.	Shares	719.2KSH	$59.2M
10	DIXON FNANCIAL SERVICES, INC.	Shares	553.7KSH	$45.6M
11	Elser Financial Planning, Inc	Shares	539.3KSH	$44.4M
12	SAX WEALTH ADVISORS, LLC	Shares	603.3KSH	$42.9M
13	KWMG, LLC	Shares	511.5KSH	$42.1M
14	Beaird Harris Wealth Management, LLC	Shares	505.3KSH	$41.6M
15	FINANCIAL CONSULATE, INC	Shares	433.1KSH	$35.7M
16	Sequoia Financial Advisors, LLC	Shares	420.3KSH	$34.6M
17	Farther Finance Advisors, LLC	Shares	388.1KSH	$32.0M
18	Tanager Wealth Management LLP	Shares	366.5KSH	$30.2M
19	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	354.8KSH	$29.2M
20	Apella Capital, LLC	Shares	357.9KSH	$29.0M
21	Guardian Wealth Management, LLC	Shares	338.4KSH	$27.9M
22	BUILDER INVESTMENT GROUP INC /ADV	Shares	324.8KSH	$26.7M
23	Foster Group, Inc.	Shares	321.2KSH	$26.4M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	317.4KSH	$26.1M
25	MISSION WEALTH MANAGEMENT, LP	Shares	301.9KSH	$24.9M
26	Pillar Financial Advisors, LLC	Shares	289.8KSH	$23.9M
27	McNamara Financial Services, Inc.	Shares	283.1KSH	$23.3M
28	Financial Synergies Wealth Advisors, Inc.	Shares	278.7KSH	$22.9M
29	Allodium Investment Consultants, LLC	Shares	270.8KSH	$22.3M
30	AdvisorNet Financial, Inc	Shares	255.2KSH	$21.0M
31	LRI Investments, LLC	Shares	251.9KSH	$20.7M
32	Factor Wealth Management LTD	Shares	226.6KSH	$18.7M
33	McGlone Suttner Wealth Management, Inc.	Shares	226.1KSH	$18.6M
34	West Financial Advisors, LLC	Shares	224.3KSH	$18.5M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	269.1KSH	$17.6M
36	Dynamic Advisor Solutions LLC	Shares	200.6KSH	$16.5M
37	CGN Advisors LLC	Shares	197.5KSH	$16.3M
38	Spinnaker Investment Group, LLC	Shares	192.1KSH	$15.8M
39	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	191.9KSH	$15.8M
40	Conservest Capital Advisors, Inc.	Shares	186.2KSH	$15.3M
41	Mendota Financial Group, LLC	Shares	183.8KSH	$15.1M
42	Trinity Financial Advisors LLC	Shares	181.1KSH	$14.9M
43	JGP Wealth Management, LLC	Shares	175.5KSH	$14.5M
44	Pioneer Wealth Management Group	Shares	174.6KSH	$14.4M
45	Wealth Management Partners, LLC	Shares	153.4KSH	$12.6M
46	WEBSTER BANK, N. A.	Shares	147.6KSH	$12.2M
47	Gemmer Asset Management LLC	Shares	143.0KSH	$11.8M
48	Spire Wealth Management	Shares	141.6KSH	$11.7M
49	Forum Financial Management, LP	Shares	141.5KSH	$11.6M
50	GEM Asset Management, LLC	Shares	136.6KSH	$11.2M

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

50 / 329 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+192.1K	+$27.5M	$101.8M
2	DAVENPORT & Co LLC added	Shares	+146.6K	+$20.5M	$74.2M
3	Great Waters Wealth Management added	Shares	+53.6K	+$16.7M	$94.7M
4	Moisand Fitzgerald Tamayo, LLC added	Shares	+9.2K	+$11.6M	$80.7M
5	Stordahl Capital Management, Inc. added	Shares	+12.4K	+$9.0M	$59.6M
6	KWMG, LLC added	Shares	+16.8K	+$6.9M	$42.1M
7	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-16.1K	+$6.9M	$59.2M
8	DiNuzzo Private Wealth, Inc. trimmed	Shares	-16.4K	+$6.9M	$59.2M
9	CGN Advisors LLC added	Shares	+64.1K	+$6.8M	$16.3M
10	Plancorp, LLC trimmed	Shares	-23.6K	+$6.4M	$100.6M
11	DIXON FNANCIAL SERVICES, INC. trimmed	Shares	-3.8K	+$5.9M	$45.6M
12	FINANCIAL CONSULATE, INC added	Shares	+10.5K	+$5.6M	$35.7M
13	Elser Financial Planning, Inc trimmed	Shares	-16.3K	+$5.0M	$44.4M
14	SAX WEALTH ADVISORS, LLC added	Shares	+55.6K	+$4.8M	$42.9M
15	Farther Finance Advisors, LLC added	Shares	+6.7K	+$4.7M	$32.0M
16	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+9.2K	+$4.3M	$26.7M
17	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added	Shares	+2.1K	+$4.1M	$29.2M
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.6K	+$4.1M	$24.9M
19	TME FINANCIAL, INC. added	Shares	+40.4K	+$4.0M	$8.5M
20	Sequoia Financial Advisors, LLC trimmed	Shares	-9.5K	+$4.0M	$34.6M
21	Beaird Harris Wealth Management, LLC trimmed	Shares	-24.2K	+$3.9M	$41.6M
22	Spinnaker Investment Group, LLC added	Shares	+21.8K	+$3.7M	$15.8M
23	Guardian Wealth Management, LLC trimmed	Shares	-2.1K	+$3.6M	$27.9M
24	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+74	+$3.6M	$26.1M
25	Foster Group, Inc. trimmed	Shares	-2.7K	+$3.4M	$26.4M
26	West Financial Advisors, LLC added	Shares	+11.0K	+$3.3M	$18.5M
27	Mendota Financial Group, LLC added	Shares	+16.9K	+$3.3M	$15.1M
28	Pillar Financial Advisors, LLC trimmed	Shares	-31	+$3.2M	$23.9M
29	McNamara Financial Services, Inc. trimmed	Shares	-440	+$3.1M	$23.3M
30	McGlone Suttner Wealth Management, Inc. added	Shares	+6.9K	+$3.0M	$18.6M
31	Discipline Wealth Solutions, LLC added	Shares	+21.1K	+$3.0M	$11.1M
32	QRG CAPITAL MANAGEMENT, INC. new	Shares	+35.6K	+$2.9M	$2.9M
33	Pioneer Wealth Management Group added	Shares	+13.1K	+$2.9M	$14.4M
34	LRI Investments, LLC trimmed	Shares	-308	+$2.8M	$20.7M
35	Financial Synergies Wealth Advisors, Inc. trimmed	Shares	-4.7K	+$2.8M	$22.9M
36	Valeo Financial Advisors, LLC added	Shares	+30.9K	+$2.7M	$3.6M
37	AdvisorNet Financial, Inc trimmed	Shares	-3.1K	+$2.6M	$21.0M
38	Allodium Investment Consultants, LLC trimmed	Shares	-6.9K	+$2.5M	$22.3M
39	Tanager Wealth Management LLP trimmed	Shares	-22.8K	+$2.5M	$30.2M
40	BANNERMAN WEALTH MANAGEMENT GROUP, LLC added	Shares	+2.7K	+$2.3M	$15.8M
41	JGP Wealth Management, LLC added	Shares	+4.0K	+$2.3M	$14.5M
42	Trinity Financial Advisors LLC added	Shares	+1.6K	+$2.1M	$14.9M
43	Gibraltar Capital Management, Inc. added	Shares	+21.4K	+$2.1M	$4.5M
44	Wealth Management Partners, LLC added	Shares	+5.2K	+$2.1M	$12.6M
45	Conservest Capital Advisors, Inc. trimmed	Shares	-414	+$2.1M	$15.3M
46	Platform Technology Partners added	Shares	+11.3K	+$2.1M	$9.2M
47	Gemmer Asset Management LLC added	Shares	+4.6K	+$1.9M	$11.8M
48	Apella Capital, LLC added	Shares	+6.4K	+$1.9M	$29.0M
49	Dynamic Advisor Solutions LLC trimmed	Shares	-5.1K	+$1.9M	$16.5M
50	Spire Wealth Management added	Shares	+3.3K	+$1.8M	$11.7M

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