Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

42 / 42 loaded

#		Instrument	quantity
1	Wealth Advisors Northwest LLC	Shares	382.3KSH	$20.9M
2	DiNuzzo Private Wealth, Inc.	Shares	322.4KSH	$17.6M
3	AA Financial Advisors, LLC	Shares	321.1KSH	$17.6M
4	RFG Advisory, LLC	Shares	285.4KSH	$15.6M
5	Mattern Wealth Management LLC	Shares	275.2KSH	$15.0M
6	Outbound Financial Inc	Shares	175.0KSH	$9.6M
7	Apella Capital, LLC	Shares	164.1KSH	$8.9M
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	148.3KSH	$8.1M
9	SageOak Financial, LLC	Shares	139.1KSH	$7.6M
10	APS Management Group, Inc.	Shares	139.1KSH	$7.6M
11	Dynamic Advisor Solutions LLC	Shares	137.5KSH	$7.5M
12	Optimus Capital Advisors, LLC	Shares	111.8KSH	$6.1M
13	Farther Finance Advisors, LLC	Shares	87.1KSH	$4.8M
14	TCFG Investment Advisors, LLC	Shares	49.9KSH	$2.7M
15	HEFFERNAN ADVISORY, INC	Shares	48.0KSH	$2.6M
16	Sowell Financial Services LLC	Shares	42.0KSH	$2.3M
17	Meredith Wealth Planning	Shares	39.4KSH	$2.2M
18	Two West Capital Advisors LLC	Shares	36.0KSH	$1.9M
19	EverSource Wealth Advisors, LLC	Shares	34.3KSH	$1.9M
20	PFG Advisors	Shares	33.4KSH	$1.8M
21	CYPRESS FINANCIAL PLANNING LLC	Shares	25.3KSH	$1.4M
22	Porter White Investment Advisors, Inc.	Shares	25.1KSH	$1.4M
23	Selective Wealth Management, Inc.	Shares	19.9KSH	$1.1M
24	Composition Wealth, LLC	Shares	16.0KSH	$875.7K
25	FIRETHORN WEALTH PARTNERS, LLC	Shares	14.3KSH	$780.8K
26	Foundry Financial LLC	Shares	14.1KSH	$769.1K
27	Aspire Private Capital, LLC	Shares	11.0KSH	$600.0K
28	Strategic Investment Solutions, Inc. /IL	Shares	7.1KSH	$389.3K
29	Merit Financial Group, LLC	Shares	6.9KSH	$378.7K
30	XY Planning Network, Inc.	Shares	6.8KSH	$373.0K
31	Abel Hall, LLC	Shares	6.7KSH	$368.8K
32	Clarity Capital Advisors, LLC	Shares	6.7KSH	$365.9K
33	Apollon Financial, LLC	Shares	6.5KSH	$354.7K
34	Williams & Novak, LLC	Shares	6.1KSH	$334.3K
35	WINNACLE WEALTH LLC	Shares	6.0KSH	$329.5K
36	RCS Financial Planning, LLC	Shares	5.5KSH	$298.3K
37	Gradient Capital Advisors, LLC	Shares	5.0KSH	$271.2K
38	NWAM LLC	Shares	4.4KSH	$240.3K
39	CoreCap Advisors, LLC	Shares	1.1KSH	$60.1K
40	City State Bank	Shares	1.0KSH	$54.7K
41	IFP Advisors, Inc	Shares	742SH	$40.6K
42	PARK AVENUE SECURITIES LLC	Shares	189.8KSH	$10.4K

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

43 / 43 loaded

#		Instrument
1	Apella Capital, LLC added	Shares	+154.2K	+$8.4M	$8.9M
2	Wealth Advisors Northwest LLC added	Shares	+101.4K	+$5.7M	$20.9M
3	RFG Advisory, LLC added	Shares	+13.4K	+$880.8K	$15.6M
4	Composition Wealth, LLC new	Shares	+16.0K	+$875.7K	$875.7K
5	Outbound Financial Inc added	Shares	+13.2K	+$810.7K	$9.6M
6	Mattern Wealth Management LLC added	Shares	+9.0K	+$634.2K	$15.0M
7	SageOak Financial, LLC added	Shares	+7.9K	+$499.7K	$7.6M
8	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+7.3K	+$474.5K	$8.1M
9	Selective Wealth Management, Inc. added	Shares	+8.6K	+$466.0K	$1.1M
10	AA Financial Advisors, LLC added	Shares	+4.8K	+$431.9K	$17.6M
11	APS Management Group, Inc. added	Shares	+6.3K	+$413.1K	$7.6M
12	Apollon Financial, LLC new	Shares	+6.5K	+$354.7K	$354.7K
13	Optimus Capital Advisors, LLC added	Shares	+5.1K	+$336.0K	$6.1M
14	WINNACLE WEALTH LLC new	Shares	+6.0K	+$329.5K	$329.5K
15	Two West Capital Advisors LLC added	Shares	+5.3K	+$283.0K	$1.9M
16	NWAM LLC new	Shares	+4.4K	+$240.3K	$240.3K
17	Foundry Financial LLC added	Shares	+3.3K	+$184.8K	$769.1K
18	PFG Advisors added	Shares	+2.4K	+$149.2K	$1.8M
19	Sowell Financial Services LLC added	Shares	+2.2K	+$143.0K	$2.3M
20	HEFFERNAN ADVISORY, INC added	Shares	+1.4K	+$100.7K	$2.6M
21	Porter White Investment Advisors, Inc. added	Shares	+830	+$58.3K	$1.4M
22	Dynamic Advisor Solutions LLC trimmed	Shares	-309	+$56.9K	$7.5M
23	TCFG Investment Advisors, LLC added	Shares	+475	+$52.4K	$2.7M
24	CYPRESS FINANCIAL PLANNING LLC added	Shares	+554	+$43.5K	$1.4M
25	Aspire Private Capital, LLC added	Shares	+278	+$20.9K	$600.0K
26	Abel Hall, LLC added	Shares	+282	+$18.8K	$368.8K
27	Williams & Novak, LLC added	Shares	+250	+$16.4K	$334.3K
28	DiNuzzo Private Wealth, Inc. trimmed	Shares	-3.0K	+$11.4K	$17.6M
29	Merit Financial Group, LLC added	Shares	+79	+$8.0K	$378.7K
30	Clarity Capital Advisors, LLC added	Shares	+76	+$7.7K	$365.9K
31	PARK AVENUE SECURITIES LLC added	Shares	+90.3K	+$5.0K	$10.4K
32	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-68	+$4.0K	$780.8K
33	XY Planning Network, Inc. added	Shares	+12	+$3.8K	$373.0K
34	Gradient Capital Advisors, LLC unchanged	Shares	0	+$2.7K	$271.2K
35	City State Bank unchanged	Shares	0	+$535	$54.7K
36	IFP Advisors, Inc unchanged	Shares	0	+$397	$40.6K
37	EverSource Wealth Advisors, LLC trimmed	Shares	-442	-$5.6K	$1.9M
38	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-250	-$9.9K	$389.3K
39	CoreCap Advisors, LLC trimmed	Shares	-495	-$26.2K	$60.1K
40	Meredith Wealth Planning trimmed	Shares	-3.4K	-$165.4K	$2.2M
41	RCS Financial Planning, LLC trimmed	Shares	-4.2K	-$223.7K	$298.3K
42	Farther Finance Advisors, LLC trimmed	Shares	-4.9K	-$225.9K	$4.8M
43	Brookstone Capital Management exited	Shares	-24.1K	-$1.3M	$0