Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Foster Group, Inc.	Shares	4.0MSH	$158.3M
2	Summit Financial Strategies, Inc.	Shares	2.5MSH	$98.1M
3	DiNuzzo Private Wealth, Inc.	Shares	1.8MSH	$69.5M
4	Apella Capital, LLC	Shares	1.5MSH	$61.3M
5	ECLECTIC ASSOCIATES INC /ADV	Shares	1.0MSH	$40.8M
6	GREAT OAK CAPITAL PARTNERS, LLC	Shares	923.0KSH	$37.0M
7	Acropolis Investment Management, LLC	Shares	918.2KSH	$36.3M
8	Tumwater Wealth Management, LLC	Shares	906.8KSH	$35.9M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	787.2KSH	$31.5M
10	Lakeshore Financial Planning, Inc.	Shares	767.1KSH	$30.3M
11	Wealth Architects, LLC	Shares	686.8KSH	$27.2M
12	Evanson Financial, LLC	Shares	611.5KSH	$24.2M
13	Foundry Financial LLC	Shares	477.9KSH	$18.9M
14	West Financial Advisors, LLC	Shares	471.4KSH	$18.6M
15	Trinity Financial Advisors LLC	Shares	471.0KSH	$18.6M
16	KELLY FINANCIAL GROUP LLC	Shares	427.3KSH	$16.9M
17	BOS Asset Management, LLC	Shares	381.7KSH	$15.1M
18	MARYLAND CAPITAL ADVISORS INC.	Shares	363.5KSH	$14.4M
19	RFG Advisory, LLC	Shares	340.1KSH	$13.4M
20	Navigate Wealth Management, LLC	Shares	318.3KSH	$12.7M
21	Pillar Financial Advisors, LLC	Shares	321.0KSH	$12.7M
22	Level Financial Advisors	Shares	302.3KSH	$12.0M
23	FIDUCIARY FINANCIAL GROUP, LLC	Shares	300.7KSH	$11.9M
24	Gemmer Asset Management LLC	Shares	300.6KSH	$11.9M
25	SAX WEALTH ADVISORS, LLC	Shares	311.1KSH	$11.1M
26	Longview Financial Advisors LLC	Shares	233.4KSH	$9.2M
27	Cordant, Inc.	Shares	219.1KSH	$8.7M
28	BFSG, LLC	Shares	210.2KSH	$8.3M
29	Farther Finance Advisors, LLC	Shares	208.3KSH	$8.2M
30	CPA Asset Management Group, LLC	Shares	205.2KSH	$8.1M
31	SENTINEL PENSION ADVISORS, LLC	Shares	181.2KSH	$7.2M
32	Elser Financial Planning, Inc	Shares	174.7KSH	$6.9M
33	GEM Asset Management, LLC	Shares	166.2KSH	$6.6M
34	LRI Investments, LLC	Shares	157.5KSH	$6.2M
35	Sequoia Financial Advisors, LLC	Shares	156.8KSH	$6.2M
36	Mills Wealth Advisors LLC	Shares	143.8KSH	$5.7M
37	First Financial Group Corp	Shares	140.7KSH	$5.6M
38	Vawter Financial, Ltd.	Shares	134.3KSH	$5.3M
39	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	133.9KSH	$5.3M
40	Gradient Capital Advisors, LLC	Shares	133.9KSH	$5.3M
41	DBK Financial Counsel, LLC	Shares	127.3KSH	$5.0M
42	Sprinkle Financial Consultants LLC	Shares	124.5KSH	$4.9M
43	Apollon Wealth Management, LLC	Shares	123.6KSH	$4.9M
44	Plancorp, LLC	Shares	119.4KSH	$4.8M
45	CLG LLC	Shares	119.9KSH	$4.7M
46	Composition Wealth, LLC	Shares	115.7KSH	$4.6M
47	Cyndeo Wealth Partners, LLC	Shares	111.9KSH	$4.4M
48	BDFS Capital LLC	Shares	111.3KSH	$4.4M
49	Avidian Wealth Enterprises, LLC	Shares	111.0KSH	$4.4M
50	COLLECTIVE FAMILY OFFICE LLC	Shares	110.0KSH	$4.3M

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

50 / 140 loaded

#		Instrument
1	ECLECTIC ASSOCIATES INC /ADV added	Shares	+362.8K	+$16.9M	$40.8M
2	Foster Group, Inc. trimmed	Shares	-55.7K	+$13.3M	$158.3M
3	Summit Financial Strategies, Inc. added	Shares	+73.1K	+$12.1M	$98.1M
4	CPA Asset Management Group, LLC new	Shares	+205.2K	+$8.1M	$8.1M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+101.0K	+$6.9M	$31.5M
6	Apella Capital, LLC added	Shares	+71.4K	+$6.6M	$61.3M
7	DiNuzzo Private Wealth, Inc. trimmed	Shares	-46.2K	+$5.1M	$69.5M
8	Apollon Wealth Management, LLC new	Shares	+123.6K	+$4.9M	$4.9M
9	Acropolis Investment Management, LLC added	Shares	+11.3K	+$3.9M	$36.3M
10	Tumwater Wealth Management, LLC added	Shares	+11.9K	+$3.9M	$35.9M
11	Foundry Financial LLC added	Shares	+50.9K	+$3.6M	$18.9M
12	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+9.3K	+$3.4M	$37.0M
13	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+51.9K	+$3.0M	$11.9M
14	Farther Finance Advisors, LLC added	Shares	+44.9K	+$2.4M	$8.2M
15	Wealth Architects, LLC trimmed	Shares	-9.9K	+$2.3M	$27.2M
16	Trinity Financial Advisors LLC added	Shares	+8.5K	+$2.1M	$18.6M
17	Pillar Financial Advisors, LLC added	Shares	+21.4K	+$2.0M	$12.7M
18	Navigate Wealth Management, LLC added	Shares	+27.2K	+$1.9M	$12.7M
19	KELLY FINANCIAL GROUP LLC added	Shares	+5.3K	+$1.8M	$16.9M
20	Gemmer Asset Management LLC added	Shares	+15.8K	+$1.7M	$11.9M
21	Lauer Wealth, LLC added	Shares	+39.4K	+$1.6M	$1.8M
22	RFG Advisory, LLC added	Shares	+8.2K	+$1.6M	$13.4M
23	Level Financial Advisors added	Shares	+11.7K	+$1.6M	$12.0M
24	BOS Asset Management, LLC added	Shares	+282	+$1.5M	$15.1M
25	Mills Wealth Advisors LLC added	Shares	+21.6K	+$1.3M	$5.7M
26	SAX WEALTH ADVISORS, LLC added	Shares	+23.0K	+$1.3M	$11.1M
27	TruNorth Capital Management, LLC new	Shares	+31.6K	+$1.2M	$1.2M
28	SENTINEL PENSION ADVISORS, LLC added	Shares	+12.3K	+$1.2M	$7.2M
29	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+24.3K	+$1.2M	$3.4M
30	Cordant, Inc. added	Shares	+9.7K	+$1.2M	$8.7M
31	Elser Financial Planning, Inc added	Shares	+14.1K	+$1.2M	$6.9M
32	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+28.9K	+$1.1M	$1.1M
33	LifeSteps Financial, Inc. added	Shares	+25.1K	+$1.1M	$2.1M
34	BFSG, LLC added	Shares	+8.0K	+$1.1M	$8.3M
35	GEM Asset Management, LLC added	Shares	+11.8K	+$1.1M	$6.6M
36	Longview Financial Advisors LLC added	Shares	+4.4K	+$1.0M	$9.2M
37	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+10.5K	+$889.3K	$5.3M
38	CLG LLC added	Shares	+7.1K	+$714.4K	$4.7M
39	Gradient Capital Advisors, LLC added	Shares	+5.2K	+$698.5K	$5.3M
40	First Financial Group Corp added	Shares	+3.7K	+$672.8K	$5.6M
41	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+9.7K	+$636.8K	$3.0M
42	CogentBlue Wealth Advisors, LLC new	Shares	+15.2K	+$600.1K	$600.1K
43	Cyndeo Wealth Partners, LLC added	Shares	+4.4K	+$586.4K	$4.4M
44	180 WEALTH ADVISORS, LLC new	Shares	+14.6K	+$575.9K	$575.9K
45	Triangle Securities Wealth Management added	Shares	+12.3K	+$551.7K	$1.2M
46	City State Bank added	Shares	+5.7K	+$548.0K	$3.6M
47	Wealthcare Advisory Partners LLC added	Shares	+4.2K	+$544.4K	$4.1M
48	Apeiron RIA LLC added	Shares	+4.8K	+$541.0K	$3.8M
49	Formidable Asset Management, LLC added	Shares	+13.2K	+$520.6K	$1.7M
50	Strategic Investment Solutions, Inc. /IL added	Shares	+5.2K	+$495.3K	$3.2M

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