Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	Apella Capital, LLC	Shares	5.4MSH	$258.5M
2	Beaird Harris Wealth Management, LLC	Shares	3.2MSH	$152.8M
3	DiNuzzo Private Wealth, Inc.	Shares	2.1MSH	$99.3M
4	Great Waters Wealth Management	Shares	1.9MSH	$93.1M
5	Rachor Investment Advisory Services, LLC	Shares	1.5MSH	$72.5M
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	1.3MSH	$60.7M
7	55 North Private Wealth, LLC	Shares	1.1MSH	$51.3M
8	CPA Asset Management Group, LLC	Shares	980.9KSH	$46.8M
9	Signature Resources Capital Management, LLC	Shares	812.6KSH	$38.8M
10	Wealthquest Corp	Shares	804.1KSH	$38.4M
11	Elser Financial Planning, Inc	Shares	798.1KSH	$38.1M
12	ECLECTIC ASSOCIATES INC /ADV	Shares	795.7KSH	$38.0M
13	Wheelhouse Advisory Group LLC	Shares	771.2KSH	$36.8M
14	GREAT OAK CAPITAL PARTNERS, LLC	Shares	663.9KSH	$31.6M
15	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	640.2KSH	$30.6M
16	Mattern Wealth Management LLC	Shares	604.5KSH	$28.9M
17	Valued Wealth Advisors LLC	Shares	601.2KSH	$28.7M
18	Farther Finance Advisors, LLC	Shares	579.7KSH	$27.7M
19	Keyes, Stange & Wooten Wealth Management, LLC	Shares	542.0KSH	$25.9M
20	Factor Wealth Management LTD	Shares	521.1KSH	$24.9M
21	Wolfstich Capital, LLC	Shares	511.7KSH	$24.4M
22	Sterling Wealth Advisors Inc	Shares	506.1KSH	$24.2M
23	Vestment Financial LLC	Shares	492.7KSH	$23.5M
24	Guardian Wealth Management, LLC	Shares	489.3KSH	$23.4M
25	Verisail Partners, LLC	Shares	423.4KSH	$20.2M
26	SageOak Financial, LLC	Shares	418.3KSH	$20.0M
27	Onyx Financial Advisors, LLC	Shares	408.9KSH	$19.5M
28	Nova R Wealth, Inc.	Shares	406.5KSH	$19.4M
29	BCU Wealth Advisors, LLC	Shares	404.5KSH	$19.3M
30	Cornerstone Management, Inc.	Shares	389.3KSH	$18.6M
31	Foundry Financial LLC	Shares	365.5KSH	$17.5M
32	BCO Wealth Management LLC	Shares	358.0KSH	$17.1M
33	Brady Martz Wealth Solutions, LLC	Shares	347.8KSH	$16.6M
34	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	338.1KSH	$16.1M
35	Kondo Wealth Advisors, Inc.	Shares	327.0KSH	$15.6M
36	CLIENT 1ST ADVISORY GROUP, LLC	Shares	302.0KSH	$14.4M
37	Shira Ridge Wealth Management	Shares	296.4KSH	$14.2M
38	City State Bank	Shares	284.1KSH	$13.6M
39	Discipline Wealth Solutions, LLC	Shares	280.0KSH	$13.4M
40	Mills Wealth Advisors LLC	Shares	277.5KSH	$13.3M
41	Friday Financial	Shares	274.6KSH	$13.1M
42	Live Oak Private Wealth LLC	Shares	261.8KSH	$12.5M
43	Gradient Capital Advisors, LLC	Shares	257.2KSH	$12.3M
44	Selective Wealth Management, Inc.	Shares	255.0KSH	$12.2M
45	SAX WEALTH ADVISORS, LLC	Shares	244.8KSH	$11.7M
46	Wilkerson Advisory Group LLC	Shares	238.5KSH	$11.4M
47	Yardley Wealth Management LLC	Shares	230.0KSH	$11.0M
48	FAMILY WEALTH PARTNERS, LLC	Shares	217.3KSH	$10.4M
49	AA Financial Advisors, LLC	Shares	196.2KSH	$9.4M
50	HBE Wealth Management, LLC	Shares	193.2KSH	$9.2M

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

50 / 178 loaded

#		Instrument
1	CPA Asset Management Group, LLC added	Shares	+524.2K	+$25.0M	$46.8M
2	55 North Private Wealth, LLC added	Shares	+194.4K	+$9.2M	$51.3M
3	Great Waters Wealth Management added	Shares	+165.2K	+$7.7M	$93.1M
4	Factor Wealth Management LTD added	Shares	+160.0K	+$7.6M	$24.9M
5	Wheelhouse Advisory Group LLC added	Shares	+153.7K	+$7.3M	$36.8M
6	Apella Capital, LLC added	Shares	+174.6K	+$5.6M	$258.5M
7	ECLECTIC ASSOCIATES INC /ADV added	Shares	+109.6K	+$5.1M	$38.0M
8	Wolfstich Capital, LLC added	Shares	+102.1K	+$4.9M	$24.4M
9	XY Planning Network, Inc. added	Shares	+99.3K	+$4.7M	$5.0M
10	Live Oak Private Wealth LLC added	Shares	+95.6K	+$4.5M	$12.5M
11	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+85.3K	+$4.0M	$30.6M
12	PENNEY FINANCIAL, LLC new	Shares	+82.9K	+$4.0M	$4.0M
13	Beaird Harris Wealth Management, LLC added	Shares	+89.7K	+$3.9M	$152.8M
14	Rachor Investment Advisory Services, LLC added	Shares	+66.6K	+$3.0M	$72.5M
15	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+68.2K	+$3.0M	$31.6M
16	Foundry Financial LLC added	Shares	+54.7K	+$2.6M	$17.5M
17	Friday Financial added	Shares	+54.7K	+$2.6M	$13.1M
18	Keyes, Stange & Wooten Wealth Management, LLC added	Shares	+49.2K	+$2.3M	$25.9M
19	Cornerstone Management, Inc. added	Shares	+46.0K	+$2.2M	$18.6M
20	Accurate Wealth Management, LLC added	Shares	+44.8K	+$2.1M	$2.7M
21	Valued Wealth Advisors LLC added	Shares	+43.5K	+$2.0M	$28.7M
22	Apollon Wealth Management, LLC added	Shares	+42.1K	+$2.0M	$4.5M
23	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+41.4K	+$1.9M	$16.1M
24	Pioneer Wealth Management Group new	Shares	+38.9K	+$1.9M	$1.9M
25	Guardian Wealth Management, LLC added	Shares	+40.1K	+$1.9M	$23.4M
26	Signature Resources Capital Management, LLC added	Shares	+39.6K	+$1.8M	$38.8M
27	DiNuzzo Private Wealth, Inc. added	Shares	+39.4K	+$1.6M	$99.3M
28	BDFS Capital LLC added	Shares	+30.8K	+$1.5M	$7.2M
29	BCU Wealth Advisors, LLC added	Shares	+30.5K	+$1.4M	$19.3M
30	StrongBox Wealth, LLC new	Shares	+29.4K	+$1.4M	$1.4M
31	Elser Financial Planning, Inc added	Shares	+25.4K	+$1.1M	$38.1M
32	Gradient Capital Advisors, LLC added	Shares	+23.5K	+$1.1M	$12.3M
33	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added	Shares	+25.9K	+$1.1M	$60.7M
34	Selective Wealth Management, Inc. added	Shares	+22.7K	+$1.1M	$12.2M
35	Onyx Financial Advisors, LLC added	Shares	+22.7K	+$1.0M	$19.5M
36	CLARIS ADVISORS, LLC / MO / added	Shares	+21.6K	+$1.0M	$5.5M
37	Yardley Wealth Management LLC added	Shares	+21.5K	+$1.0M	$11.0M
38	City State Bank added	Shares	+21.0K	+$970.9K	$13.6M
39	Mills Wealth Advisors LLC added	Shares	+20.5K	+$944.2K	$13.3M
40	Meredith Wealth Planning added	Shares	+20.2K	+$942.2K	$8.6M
41	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+20.0K	+$937.7K	$6.9M
42	Canvas Wealth Advisors, LLC new	Shares	+18.7K	+$892.7K	$892.7K
43	SpringVest Wealth Management LLC added	Shares	+18.8K	+$882.4K	$6.0M
44	Aspire Private Capital, LLC added	Shares	+18.1K	+$857.3K	$3.4M
45	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+16.9K	+$801.4K	$2.8M
46	Nova R Wealth, Inc. added	Shares	+17.2K	+$772.5K	$19.4M
47	Kondo Wealth Advisors, Inc. added	Shares	+16.9K	+$768.3K	$15.6M
48	Verisail Partners, LLC added	Shares	+17.1K	+$763.6K	$20.2M
49	SageOak Financial, LLC added	Shares	+17.0K	+$759.8K	$20.0M
50	Approach Retirement Advisors, LLC added	Shares	+14.9K	+$693.6K	$7.2M

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