Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 171 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	5.6MSH	$226.5M
2	Evanson Financial, LLC	Shares	1.2MSH	$48.6M
3	GREAT OAK CAPITAL PARTNERS, LLC	Shares	871.4KSH	$35.5M
4	DiNuzzo Private Wealth, Inc.	Shares	641.9KSH	$25.8M
5	Integris Wealth Management, LLC	Shares	626.7KSH	$25.1M
6	William Mack & Associates, Inc.	Shares	588.9KSH	$23.6M
7	Baker Ellis Asset Management LLC	Shares	539.5KSH	$21.7M
8	NorthAvenue LLC	Shares	535.4KSH	$21.5M
9	Sequoia Financial Advisors, LLC	Shares	533.7KSH	$21.4M
10	Quantum Financial Advisors, LLC	Shares	482.0KSH	$19.3M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	461.4KSH	$18.9M
12	Henrickson Nauta Wealth Advisors, Inc.	Shares	468.9KSH	$18.8M
13	Shakespeare Wealth Management, LLC	Shares	436.9KSH	$17.5M
14	KEB ASSET MANAGEMENT, LLC	Shares	425.7KSH	$17.1M
15	LRI Investments, LLC	Shares	414.4KSH	$16.6M
16	Meritas Wealth Management, LLC	Shares	318.2KSH	$12.8M
17	EXCHANGE TRADED CONCEPTS, LLC	Shares	312.0KSH	$12.5M
18	United Wealth Management, LLC	Shares	310.7KSH	$12.5M
19	Guardian Wealth Management, LLC	Shares	303.3KSH	$12.2M
20	Twin Cities Retirement Group LLC	Shares	300.6KSH	$12.1M
21	Kilner Capital Advisors, LLC	Shares	292.1KSH	$12.1M
22	Apella Capital, LLC	Shares	290.6KSH	$11.9M
23	Keyes, Stange & Wooten Wealth Management, LLC	Shares	290.0KSH	$11.6M
24	Hassell Wealth Management, LLC	Shares	276.4KSH	$11.2M
25	Physician Wealth Solutions Inc.	Shares	276.1KSH	$11.1M
26	Financial Architects, LLC	Shares	247.3KSH	$9.9M
27	Farther Finance Advisors, LLC	Shares	241.8KSH	$9.7M
28	Yardley Wealth Management LLC	Shares	236.7KSH	$9.5M
29	Financial Symmetry Inc	Shares	231.6KSH	$9.3M
30	FISCHER INVESTMENT STRATEGIES, LLC	Shares	227.5KSH	$9.1M
31	COLLECTIVE FAMILY OFFICE LLC	Shares	221.0KSH	$8.9M
32	Shotwell Rutter Baer Inc	Shares	216.7KSH	$8.7M
33	CLARIS ADVISORS, LLC / MO /	Shares	197.7KSH	$7.9M
34	EQ WEALTH ADVISORS, LLC	Shares	192.5KSH	$7.7M
35	Wealth Advisors Northwest LLC	Shares	181.2KSH	$7.3M
36	LAM GROUP, INC.	Shares	177.6KSH	$7.1M
37	BetterWealth, LLC	Shares	165.8KSH	$6.7M
38	Merit Financial Group, LLC	Shares	165.1KSH	$6.6M
39	Longview Financial Advisors LLC	Shares	163.1KSH	$6.5M
40	Abacus Wealth Partners, LLC	Shares	162.8KSH	$6.5M
41	Mills Wealth Advisors LLC	Shares	157.5KSH	$6.3M
42	Foundation Wealth Management, LLC\PA	Shares	156.6KSH	$6.3M
43	Foundry Financial LLC	Shares	153.9KSH	$6.2M
44	AVALON CAPITAL MANAGEMENT	Shares	148.8KSH	$6.0M
45	SAX WEALTH ADVISORS, LLC	Shares	147.8KSH	$5.8M
46	Abel Hall, LLC	Shares	143.6KSH	$5.8M
47	BWM Planning, LLC	Shares	142.5KSH	$5.7M
48	Avant Financial Advisors LLC	Shares	134.0KSH	$5.4M
49	ShankerValleau Wealth Advisors, Inc.	Shares	132.2KSH	$5.3M
50	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	127.8KSH	$5.1M

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

50 / 175 loaded

#		Instrument
1	William Mack & Associates, Inc. added	Shares	+216.1K	+$8.9M	$23.6M
2	Forum Financial Management, LP added	Shares	+37.6K	+$5.4M	$226.5M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+47.3K	+$2.5M	$18.9M
4	Merit Financial Group, LLC added	Shares	+31.4K	+$1.4M	$6.6M
5	Meritas Wealth Management, LLC added	Shares	+28.0K	+$1.3M	$12.8M
6	Quantum Financial Advisors, LLC added	Shares	+24.7K	+$1.3M	$19.3M
7	Sequoia Financial Advisors, LLC added	Shares	+23.5K	+$1.3M	$21.4M
8	Farther Finance Advisors, LLC added	Shares	+23.6K	+$996.0K	$9.7M
9	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+15.4K	+$931.3K	$18.8M
10	HMV Wealth Advisors, LLC added	Shares	+20.1K	+$875.9K	$4.9M
11	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+33.1K	+$862.1K	$35.5M
12	Shakespeare Wealth Management, LLC added	Shares	+14.1K	+$858.1K	$17.5M
13	RTD Financial Advisors, Inc. added	Shares	+19.5K	+$801.0K	$1.9M
14	Foundry Financial LLC added	Shares	+16.2K	+$744.7K	$6.2M
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+12.0K	+$687.0K	$12.5M
16	Apollon Wealth Management, LLC new	Shares	+17.1K	+$686.1K	$686.1K
17	Mattern Wealth Management LLC new	Shares	+15.0K	+$602.0K	$602.0K
18	Foundation Wealth Management, LLC\PA added	Shares	+12.5K	+$599.3K	$6.3M
19	Strategic Investment Solutions, Inc. /IL added	Shares	+14.0K	+$539.7K	$2.3M
20	Navigate Wealth Management, LLC added	Shares	+12.2K	+$528.7K	$4.6M
21	Kilner Capital Advisors, LLC trimmed	Shares	-424	+$523.6K	$12.1M
22	Yardley Wealth Management LLC added	Shares	+8.9K	+$514.9K	$9.5M
23	EverSource Wealth Advisors, LLC added	Shares	+11.8K	+$497.8K	$2.0M
24	Hassell Wealth Management, LLC added	Shares	+4.2K	+$479.1K	$11.2M
25	Freedom Day Solutions, LLC added	Shares	+11.5K	+$464.1K	$697.3K
26	Shearwater Capital LLC added	Shares	+11.0K	+$462.9K	$1.7M
27	Composition Wealth, LLC new	Shares	+10.0K	+$402.8K	$402.8K
28	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.4K	+$399.0K	$1.6M
29	Wealth Advisors Northwest LLC added	Shares	+6.1K	+$364.8K	$7.3M
30	Abel Hall, LLC added	Shares	+6.5K	+$354.6K	$5.8M
31	Baker Ellis Asset Management LLC trimmed	Shares	-797	+$340.9K	$21.7M
32	Integris Wealth Management, LLC trimmed	Shares	-2.7K	+$324.0K	$25.1M
33	Financial Architects, LLC added	Shares	+3.4K	+$305.7K	$9.9M
34	Mills Wealth Advisors LLC added	Shares	+4.8K	+$297.1K	$6.3M
35	BENJAMIN EDWARDS INC new	Shares	+7.4K	+$297.1K	$297.1K
36	COLLECTIVE FAMILY OFFICE LLC added	Shares	+3.5K	+$291.0K	$8.9M
37	SAX WEALTH ADVISORS, LLC added	Shares	+2.0K	+$288.3K	$5.8M
38	KEB ASSET MANAGEMENT, LLC trimmed	Shares	-787	+$262.7K	$17.1M
39	BAYSHORE ASSET MANAGEMENT, LLC added	Shares	+4.8K	+$256.4K	$4.0M
40	DiNuzzo Private Wealth, Inc. trimmed	Shares	-4.8K	+$253.3K	$25.8M
41	Longview Financial Advisors LLC added	Shares	+3.5K	+$252.3K	$6.5M
42	Global Financial Private Client, LLC added	Shares	+5.8K	+$237.9K	$550.2K
43	BAKER TILLY WEALTH MANAGEMENT, LLC new	Shares	+5.6K	+$226.4K	$226.4K
44	Apella Capital, LLC added	Shares	+12.8K	+$225.6K	$11.9M
45	ShankerValleau Wealth Advisors, Inc. added	Shares	+3.4K	+$223.7K	$5.3M
46	Kaufman Rossin Wealth, LLC added	Shares	+2.5K	+$220.2K	$4.2M
47	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+5.0K	+$219.9K	$1.3M
48	Tranquility Partners, LLC new	Shares	+5.4K	+$217.6K	$217.6K
49	Cornerstone Wealth Management, LLC added	Shares	+5.2K	+$214.7K	$549.7K
50	VISTA CAPITAL PARTNERS, INC. new	Shares	+5.1K	+$205.2K	$205.2K

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