Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 61 loaded

#		Instrument	quantity
1	SJS Investment Consulting Inc.	Shares	738.0KSH	$37.5M
2	DiNuzzo Private Wealth, Inc.	Shares	623.8KSH	$31.7M
3	Rachor Investment Advisory Services, LLC	Shares	392.4KSH	$19.9M
4	Pillar Financial Advisors, LLC	Shares	386.4KSH	$19.6M
5	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	350.3KSH	$17.8M
6	Foundry Financial LLC	Shares	265.3KSH	$13.5M
7	Onyx Financial Advisors, LLC	Shares	253.8KSH	$12.9M
8	Hiley Hunt Wealth Management	Shares	250.7KSH	$12.7M
9	Wolfstich Capital, LLC	Shares	214.1KSH	$10.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	199.9KSH	$10.2M
11	Financial Symmetry Inc	Shares	193.4KSH	$9.8M
12	Tumwater Wealth Management, LLC	Shares	193.3KSH	$9.8M
13	Mattern Wealth Management LLC	Shares	154.6KSH	$7.9M
14	Shore Point Advisors, LLC	Shares	154.9KSH	$7.7M
15	Strategic Investment Solutions, Inc. /IL	Shares	114.7KSH	$5.8M
16	3 FACTOR INDEXING, LLC	Shares	97.1KSH	$4.9M
17	Live Oak Private Wealth LLC	Shares	93.9KSH	$4.8M
18	Farther Finance Advisors, LLC	Shares	90.2KSH	$4.6M
19	Dynamic Advisor Solutions LLC	Shares	90.2KSH	$4.6M
20	GREAT OAK CAPITAL PARTNERS, LLC	Shares	87.1KSH	$4.4M
21	Outbound Financial Inc	Shares	75.7KSH	$3.8M
22	Apella Capital, LLC	Shares	72.1KSH	$3.7M
23	DWR WEALTH MANAGEMENT, LLC	Shares	71.0KSH	$3.6M
24	Quantum Financial Advisors, LLC	Shares	62.5KSH	$3.2M
25	Applied Capital LLC	Shares	60.2KSH	$3.1M
26	Optimus Capital Advisors, LLC	Shares	57.5KSH	$2.9M
27	Kings Path Partners LLC	Shares	57.4KSH	$2.9M
28	LRI Investments, LLC	Shares	53.8KSH	$2.7M
29	SpringVest Wealth Management LLC	Shares	49.0KSH	$2.5M
30	ATLas Financial Planning LLC	Shares	48.8KSH	$2.5M
31	Factor Wealth Management LTD	Shares	48.5KSH	$2.5M
32	XY Planning Network, Inc.	Shares	43.6KSH	$2.2M
33	Forza Wealth Management, LLC	Shares	38.7KSH	$2.0M
34	Torren Management, LLC	Shares	38.6KSH	$2.0M
35	Meredith Wealth Planning	Shares	37.8KSH	$1.9M
36	Apollon Wealth Management, LLC	Shares	34.5KSH	$1.8M
37	Family CFO Inc	Shares	28.4KSH	$1.4M
38	PFG Advisors	Shares	26.6KSH	$1.4M
39	Porter White Investment Advisors, Inc.	Shares	21.0KSH	$1.1M
40	White Wing Wealth Management	Shares	20.4KSH	$1.0M
41	Guardian Wealth Management, LLC	Shares	19.5KSH	$989.1K
42	Henrickson Nauta Wealth Advisors, Inc.	Shares	18.8KSH	$957.2K
43	CARY STREET PARTNERS FINANCIAL LLC	Shares	16.3KSH	$825.8K
44	ORBA Wealth Advisors, L.L.C.	Shares	13.6KSH	$692.6K
45	CYPRESS FINANCIAL PLANNING LLC	Shares	12.3KSH	$625.1K
46	SageOak Financial, LLC	Shares	11.5KSH	$584.9K
47	Cypress Point Wealth Management, LLC	Shares	9.1KSH	$464.6K
48	Composition Wealth, LLC	Shares	8.6KSH	$434.5K
49	Evanson Financial, LLC	Shares	7.5KSH	$379.3K
50	Embree Financial Group	Shares	7.0KSH	$353.0K

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

50 / 64 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+110.0K	+$5.6M	$10.2M
2	Wolfstich Capital, LLC added	Shares	+74.8K	+$3.8M	$10.9M
3	Live Oak Private Wealth LLC added	Shares	+74.9K	+$3.8M	$4.8M
4	DiNuzzo Private Wealth, Inc. added	Shares	+55.5K	+$2.9M	$31.7M
5	Pillar Financial Advisors, LLC added	Shares	+46.2K	+$2.4M	$19.6M
6	Outbound Financial Inc added	Shares	+36.2K	+$1.8M	$3.8M
7	Kings Path Partners LLC added	Shares	+29.5K	+$1.5M	$2.9M
8	Onyx Financial Advisors, LLC added	Shares	+26.7K	+$1.4M	$12.9M
9	SpringVest Wealth Management LLC added	Shares	+26.7K	+$1.4M	$2.5M
10	Foundry Financial LLC added	Shares	+24.7K	+$1.3M	$13.5M
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added	Shares	+22.2K	+$1.2M	$17.8M
12	Applied Capital LLC added	Shares	+21.4K	+$1.1M	$3.1M
13	Hiley Hunt Wealth Management added	Shares	+19.0K	+$983.3K	$12.7M
14	XY Planning Network, Inc. added	Shares	+14.5K	+$741.1K	$2.2M
15	LRI Investments, LLC added	Shares	+14.5K	+$738.8K	$2.7M
16	ORBA Wealth Advisors, L.L.C. new	Shares	+13.6K	+$692.6K	$692.6K
17	Farther Finance Advisors, LLC added	Shares	+13.3K	+$681.1K	$4.6M
18	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+13.1K	+$670.4K	$4.4M
19	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+9.5K	+$483.8K	$957.2K
20	Tumwater Wealth Management, LLC added	Shares	+8.9K	+$465.5K	$9.8M
21	Rachor Investment Advisory Services, LLC added	Shares	+8.5K	+$460.7K	$19.9M
22	Financial Symmetry Inc added	Shares	+8.9K	+$453.5K	$9.8M
23	Mattern Wealth Management LLC added	Shares	+8.2K	+$424.6K	$7.9M
24	Shore Point Advisors, LLC added	Shares	+6.7K	+$348.7K	$7.7M
25	Strategic Investment Solutions, Inc. /IL added	Shares	+5.7K	+$314.6K	$5.8M
26	DWR WEALTH MANAGEMENT, LLC added	Shares	+2.6K	+$141.4K	$3.6M
27	PFG Advisors added	Shares	+2.0K	+$101.4K	$1.4M
28	Meredith Wealth Planning added	Shares	+1.5K	+$77.5K	$1.9M
29	Guardian Wealth Management, LLC added	Shares	+1.4K	+$72.8K	$989.1K
30	SJS Investment Consulting Inc. added	Shares	+279	+$65.8K	$37.5M
31	ATLas Financial Planning LLC added	Shares	+847	+$46.4K	$2.5M
32	Family CFO Inc added	Shares	+612	+$33.0K	$1.4M
33	Forza Wealth Management, LLC added	Shares	+494	+$27.8K	$2.0M
34	VSM Wealth Advisory, LLC added	Shares	+253	+$13.3K	$328.5K
35	Quantum Financial Advisors, LLC unchanged	Shares	0	+$4.4K	$3.2M
36	Cypress Point Wealth Management, LLC added	Shares	+43	+$2.8K	$464.6K
37	BAKER TILLY WEALTH MANAGEMENT, LLC added	Shares	+39	+$2.2K	$214.0K
38	First Financial Group Corp added	Shares	+10	+$922	$300.9K
39	Eaton-Cambridge Inc. unchanged	Shares	0	+$455	$329.8K
40	Elser Financial Planning, Inc unchanged	Shares	0	+$417	$352.9K
41	CX Institutional new	Shares	+2.5K	+$129	$129
42	Embree Financial Group trimmed	Shares	-50	-$2.0K	$353.0K
43	FIRETHORN WEALTH PARTNERS, LLC trimmed	Shares	-95	-$4.4K	$248.0K
44	CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed	Shares	-100	-$5.1K	$19
45	IFP Advisors, Inc trimmed	Shares	-186	-$9.4K	$19.0K
46	LAM GROUP, INC. trimmed	Shares	-745	-$37.8K	$4.3K
47	Dynamic Advisor Solutions LLC trimmed	Shares	-1.1K	-$48.1K	$4.6M
48	Apollon Wealth Management, LLC trimmed	Shares	-1.0K	-$48.3K	$1.8M
49	Composition Wealth, LLC trimmed	Shares	-1.0K	-$52.3K	$434.5K
50	Porter White Investment Advisors, Inc. trimmed	Shares	-1.3K	-$64.3K	$1.1M

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