Filing Research
Snapshot holdings
#
1Annex Advisory Services, LLC$170.3M
2Moisand Fitzgerald Tamayo, LLC$152.3M
3LVZ, Inc.$120.4M
4Sequoia Financial Advisors, LLC$116.6M
5Klaas Financial Asset Advisors, LLC$100.7M
6Apollon Wealth Management, LLC$99.1M
7Marquette Asset Management, LLC$92.6M
8Berman McAleer LLC$75.2M
9Financial Management Professionals, Inc.$71.5M
10RVW Wealth, LLC$63.0M
11Pioneer Wealth Management Group$62.6M
12Wealth Dimensions Group, Ltd.$60.4M
13First National Advisers, LLC$59.5M
14Great Point Wealth Advisors, LLC$52.6M
15Spinnaker Investment Group, LLC$52.0M
16Everhart Financial Group, Inc.$49.8M
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$48.3M
18SAX WEALTH ADVISORS, LLC$47.9M
19Apella Capital, LLC$46.6M
20Arista Wealth Management, LLC$44.4M
21JFS WEALTH ADVISORS, LLC$44.0M
22MISSION WEALTH MANAGEMENT, LP$41.5M
23Wealthquest Corp$40.0M
24LRI Investments, LLC$34.5M
25Trinity Financial Advisors LLC$34.0M
26Valued Wealth Advisors LLC$33.5M
27Amicus Financial Advisors, LLC$32.4M
28Keyes, Stange & Wooten Wealth Management, LLC$32.2M
29Physician Wealth Advisors, Inc.$31.9M
30Plancorp, LLC$31.7M
31FIDUCIARY FINANCIAL GROUP, LLC$31.2M
32Evanson Financial, LLC$27.4M
33D.A. DAVIDSON & CO.$25.9M
34Stonehearth Capital Management, LLC$25.3M
35TCP Asset Management, LLC$25.0M
36Allodium Investment Consultants, LLC$24.6M
37Austin Wealth Management, LLC$24.4M
38BWM Planning, LLC$23.4M
39Dynamic Advisor Solutions LLC$21.2M
40BUILDER INVESTMENT GROUP INC /ADV$20.9M
41CPA Asset Management Group, LLC$19.7M
42Owl Creek Wealth Partners LLC$19.0M
43Veracity Capital LLC$18.4M
44Advantage Trust Co$18.2M
45Quantum Financial Advisors, LLC$17.0M
46Oak Wealth Advisors LLC$17.0M
47Well Done, LLC$16.5M
48Charter Capital Management, LLC\DE$16.0M
49My Personal CFO, LLC$15.9M
50Optimus Capital Advisors, LLC$15.9M
Scroll to load more
Manager changes
#
1
Apollon Wealth Management, LLC
+$38.5M
2
Veracity Capital LLC
+$18.4M
3
Annex Advisory Services, LLC
+$17.9M
4
Moisand Fitzgerald Tamayo, LLC
+$12.1M
5
SAX WEALTH ADVISORS, LLC
+$11.4M
6
Klaas Financial Asset Advisors, LLC
+$10.9M
7
Sequoia Financial Advisors, LLC
+$10.9M
8
Spinnaker Investment Group, LLC
+$9.6M
9
Everhart Financial Group, Inc.
+$9.6M
10
LVZ, Inc.
+$7.6M
11
Pioneer Wealth Management Group
+$7.2M
12
Plancorp, LLC
+$7.0M
13
RVW Wealth, LLC
+$6.3M
14
Marquette Asset Management, LLC
+$6.3M
15
MISSION WEALTH MANAGEMENT, LP
+$5.8M
16
Financial Management Professionals, Inc.
+$5.5M
17
Wealth Dimensions Group, Ltd.
+$4.9M
18
Great Point Wealth Advisors, LLC
+$4.8M
19
JFS WEALTH ADVISORS, LLC
+$4.6M
20
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$4.5M
21
FIDUCIARY FINANCIAL GROUP, LLC
+$4.4M
22
Berman McAleer LLC
+$3.9M
23
Arista Wealth Management, LLC
+$3.8M
24
Integrity Investment Advisors, LLC
+$3.7M
25
Valeo Financial Advisors, LLC
+$3.6M
26
My Personal CFO, LLC
+$3.0M
27
XY Planning Network, Inc.
+$2.9M
28
Live Oak Private Wealth LLC
+$2.8M
29
D.A. DAVIDSON & CO.
+$2.8M
30
Valued Wealth Advisors LLC
+$2.7M
31
Premier Path Wealth Partners, LLC
+$2.7M
32
First National Advisers, LLC
+$2.6M
33
Keyes, Stange & Wooten Wealth Management, LLC
+$2.6M
34
Revolve Wealth Partners, LLC
+$2.4M
35
DWR WEALTH MANAGEMENT, LLC
+$2.2M
36
Accurate Wealth Management, LLC
+$2.1M
37
Physician Wealth Advisors, Inc.
+$2.1M
38
CPA Asset Management Group, LLC
+$2.1M
39
Owl Creek Wealth Partners LLC
+$2.0M
40
Allodium Investment Consultants, LLC
+$2.0M
41
BUILDER INVESTMENT GROUP INC /ADV
+$1.9M
42
Madson Wealth Advisors Inc
+$1.8M
43
Trinity Financial Advisors LLC
+$1.8M
44
Apollon Financial, LLC
+$1.8M
45
BWM Planning, LLC
+$1.7M
46
Well Done, LLC
+$1.7M
47
Austin Wealth Management, LLC
+$1.7M
48
LRI Investments, LLC
+$1.7M
49
Stonehearth Capital Management, LLC
+$1.7M
50
TCP Asset Management, LLC
+$1.6M
Scroll to load more
Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings