Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 103 loaded

#		Instrument	quantity
1	Apella Capital, LLC	Shares	1.6MSH	$76.8M
2	Foster Group, Inc.	Shares	1.5MSH	$71.7M
3	Symmetry Partners, LLC	Shares	1.3MSH	$62.1M
4	Sequoia Financial Advisors, LLC	Shares	896.2KSH	$43.3M
5	Beaird Harris Wealth Management, LLC	Shares	796.4KSH	$38.5M
6	MBL Wealth, LLC	Shares	776.5KSH	$37.5M
7	Graves Light Lenhart Wealth, Inc.	Shares	556.7KSH	$26.9M
8	Mattern Wealth Management LLC	Shares	548.9KSH	$26.5M
9	ASPIRIANT, LLC	Shares	432.6KSH	$20.9M
10	Austin Wealth Management, LLC	Shares	364.9KSH	$17.5M
11	Vestment Financial LLC	Shares	352.0KSH	$17.0M
12	Yardley Wealth Management LLC	Shares	328.2KSH	$15.9M
13	Wheelhouse Advisory Group LLC	Shares	318.4KSH	$15.4M
14	Brady Martz Wealth Solutions, LLC	Shares	272.9KSH	$13.2M
15	DOPKINS WEALTH MANAGEMENT, LLC	Shares	247.4KSH	$12.0M
16	West Financial Advisors, LLC	Shares	215.7KSH	$10.4M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	212.3KSH	$10.2M
18	55 North Private Wealth, LLC	Shares	211.7KSH	$10.2M
19	Plancorp, LLC	Shares	201.9KSH	$9.7M
20	Citrine Capital LLC	Shares	200.9KSH	$9.7M
21	Guardian Wealth Management, LLC	Shares	198.0KSH	$9.6M
22	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	189.6KSH	$9.2M
23	Outbound Financial Inc	Shares	188.5KSH	$9.1M
24	Porter White Investment Advisors, Inc.	Shares	176.6KSH	$8.5M
25	Forza Wealth Management, LLC	Shares	174.2KSH	$8.4M
26	Mills Wealth Advisors LLC	Shares	164.0KSH	$7.9M
27	Optimus Capital Advisors, LLC	Shares	152.3KSH	$7.4M
28	MARYLAND CAPITAL ADVISORS INC.	Shares	149.3KSH	$7.2M
29	United Wealth Management, LLC	Shares	138.3KSH	$6.7M
30	COLLECTIVE FAMILY OFFICE LLC	Shares	121.9KSH	$5.9M
31	Kings Path Partners LLC	Shares	118.3KSH	$5.7M
32	BCO Wealth Management LLC	Shares	112.1KSH	$5.4M
33	Verus Financial Partners, Inc.	Shares	108.3KSH	$5.2M
34	DiNuzzo Private Wealth, Inc.	Shares	88.2KSH	$4.3M
35	Aurelius Family Office LLC	Shares	80.7KSH	$3.9M
36	Vermillion Wealth Management, Inc.	Shares	73.6KSH	$3.6M
37	BWM Planning, LLC	Shares	68.7KSH	$3.3M
38	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	64.3KSH	$3.1M
39	GEM Asset Management, LLC	Shares	60.9KSH	$2.9M
40	Meredith Wealth Planning	Shares	55.5KSH	$2.7M
41	Hiley Hunt Wealth Management	Shares	51.9KSH	$2.5M
42	Heritage Wealth Management, Inc. /CA/	Shares	45.5KSH	$2.2M
43	SAX WEALTH ADVISORS, LLC	Shares	45.1KSH	$2.2M
44	Verisail Partners, LLC	Shares	43.3KSH	$2.1M
45	XY Planning Network, Inc.	Shares	43.1KSH	$2.1M
46	CARY STREET PARTNERS FINANCIAL LLC	Shares	40.2KSH	$1.9M
47	Shearwater Capital LLC	Shares	39.8KSH	$1.9M
48	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	38.5KSH	$1.9M
49	Farther Finance Advisors, LLC	Shares	38.5KSH	$1.9M
50	GREAT OAK CAPITAL PARTNERS, LLC	Shares	37.7KSH	$1.8M

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

50 / 102 loaded

#		Instrument
1	Apella Capital, LLC added	Shares	+270.7K	+$12.9M	$76.8M
2	Kings Path Partners LLC added	Shares	+102.4K	+$5.0M	$5.7M
3	55 North Private Wealth, LLC added	Shares	+93.0K	+$4.5M	$10.2M
4	Graves Light Lenhart Wealth, Inc. added	Shares	+73.9K	+$3.8M	$26.9M
5	Forza Wealth Management, LLC added	Shares	+76.7K	+$3.7M	$8.4M
6	Wheelhouse Advisory Group LLC added	Shares	+41.4K	+$2.1M	$15.4M
7	MBL Wealth, LLC added	Shares	+36.8K	+$2.1M	$37.5M
8	Austin Wealth Management, LLC added	Shares	+37.6K	+$1.8M	$17.5M
9	Foster Group, Inc. added	Shares	+23.2K	+$1.7M	$71.7M
10	Mills Wealth Advisors LLC added	Shares	+34.2K	+$1.7M	$7.9M
11	Vestment Financial LLC added	Shares	+31.4K	+$1.5M	$17.0M
12	White Wing Wealth Management added	Shares	+27.2K	+$1.3M	$1.8M
13	Brady Martz Wealth Solutions, LLC added	Shares	+25.2K	+$1.3M	$13.2M
14	Plancorp, LLC added	Shares	+26.0K	+$1.2M	$9.7M
15	Sequoia Financial Advisors, LLC added	Shares	+16.1K	+$1.1M	$43.3M
16	Mattern Wealth Management LLC added	Shares	+18.6K	+$1.1M	$26.5M
17	Pioneer Wealth Management Group new	Shares	+22.6K	+$1.1M	$1.1M
18	Outbound Financial Inc added	Shares	+20.5K	+$1.1M	$9.1M
19	West Financial Advisors, LLC added	Shares	+13.7K	+$745.0K	$10.4M
20	HBE Wealth Management, LLC new	Shares	+14.8K	+$717.2K	$717.2K
21	Guardian Wealth Management, LLC added	Shares	+11.1K	+$613.6K	$9.6M
22	Verus Financial Partners, Inc. added	Shares	+12.5K	+$606.8K	$5.2M
23	Aurelius Family Office LLC added	Shares	+11.1K	+$566.0K	$3.9M
24	ANDREWS, LUCIA WEALTH MANAGEMENT LLC new	Shares	+10.8K	+$521.0K	$521.0K
25	XY Planning Network, Inc. added	Shares	+10.4K	+$511.7K	$2.1M
26	BDFS Capital LLC added	Shares	+10.5K	+$511.4K	$1.1M
27	Yardley Wealth Management LLC added	Shares	+7.6K	+$495.8K	$15.9M
28	IFP Advisors, Inc added	Shares	+9.9K	+$486.5K	$1.6M
29	Citrine Capital LLC added	Shares	+8.0K	+$465.2K	$9.7M
30	DOPKINS WEALTH MANAGEMENT, LLC added	Shares	+7.5K	+$458.8K	$12.0M
31	BWM Planning, LLC added	Shares	+8.7K	+$445.9K	$3.3M
32	Porter White Investment Advisors, Inc. added	Shares	+6.6K	+$387.6K	$8.5M
33	Heritage Wealth Management, Inc. /CA/ added	Shares	+7.6K	+$383.5K	$2.2M
34	Stewardship Advisors, LLC new	Shares	+7.8K	+$378.6K	$378.6K
35	ASPIRIANT, LLC added	Shares	+3.9K	+$360.2K	$20.9M
36	Beaird Harris Wealth Management, LLC added	Shares	+681	+$355.2K	$38.5M
37	Meredith Wealth Planning added	Shares	+6.3K	+$325.0K	$2.7M
38	COLLECTIVE FAMILY OFFICE LLC added	Shares	+5.4K	+$308.0K	$5.9M
39	United Wealth Management, LLC added	Shares	+5.1K	+$298.2K	$6.7M
40	Signature Resources Capital Management, LLC added	Shares	+5.3K	+$269.5K	$1.6M
41	BIRCH FINANCIAL GROUP, LLC new	Shares	+5.1K	+$248.1K	$248.1K
42	Vermillion Wealth Management, Inc. added	Shares	+4.6K	+$248.0K	$3.6M
43	BCO Wealth Management LLC added	Shares	+3.9K	+$230.3K	$5.4M
44	Henrickson Nauta Wealth Advisors, Inc. new	Shares	+4.7K	+$229.2K	$229.2K
45	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.0K	+$222.3K	$10.2M
46	Capstone Wealth Management, LLC added	Shares	+4.3K	+$216.6K	$1.4M
47	Kaufman Rossin Wealth, LLC added	Shares	+4.2K	+$203.3K	$542.0K
48	SAX WEALTH ADVISORS, LLC added	Shares	+3.9K	+$176.3K	$2.2M
49	Friday Financial added	Shares	+2.9K	+$145.4K	$807.1K
50	DiNuzzo Private Wealth, Inc. added	Shares	+2.2K	+$139.0K	$4.3M

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