Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 311 loaded

#		Instrument	quantity
1	Plancorp, LLC	Shares	4.4MSH	$362.5M
2	SAX WEALTH ADVISORS, LLC	Shares	4.3MSH	$301.4M
3	Great Waters Wealth Management	Shares	2.9MSH	$240.5M
4	Apella Capital, LLC	Shares	2.2MSH	$179.9M
5	Flagstone Financial Management	Shares	1.6MSH	$127.4M
6	JFS WEALTH ADVISORS, LLC	Shares	1.3MSH	$109.3M
7	Sequoia Financial Advisors, LLC	Shares	1.3MSH	$104.0M
8	Colony Family Offices, LLC	Shares	1.2MSH	$98.7M
9	DiNuzzo Private Wealth, Inc.	Shares	1.2MSH	$95.9M
10	Forum Financial Management, LP	Shares	1.1MSH	$93.9M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.0MSH	$84.7M
12	Foster Group, Inc.	Shares	941.4KSH	$77.1M
13	Evanson Financial, LLC	Shares	930.2KSH	$76.2M
14	Elser Financial Planning, Inc	Shares	920.9KSH	$75.5M
15	OLIO Financial Planning	Shares	896.8KSH	$73.5M
16	PENNEY FINANCIAL, LLC	Shares	893.4KSH	$73.2M
17	Foundry Financial LLC	Shares	763.9KSH	$62.6M
18	Vermillion Wealth Management, Inc.	Shares	681.1KSH	$55.8M
19	Crown Wealth Group, LLC	Shares	657.4KSH	$53.9M
20	Farther Finance Advisors, LLC	Shares	591.8KSH	$48.5M
21	Dynamic Advisor Solutions LLC	Shares	566.5KSH	$46.4M
22	Guardian Wealth Management, LLC	Shares	494.8KSH	$40.5M
23	Mason & Associates Inc	Shares	481.5KSH	$39.5M
24	Owl Creek Wealth Partners LLC	Shares	480.5KSH	$39.4M
25	TCP Asset Management, LLC	Shares	474.8KSH	$38.9M
26	ARK & TLK INVESTMENTS, LLC	Shares	453.7KSH	$37.2M
27	DIXON FNANCIAL SERVICES, INC.	Shares	429.0KSH	$35.2M
28	MISSION WEALTH MANAGEMENT, LP	Shares	423.0KSH	$34.7M
29	Allodium Investment Consultants, LLC	Shares	341.0KSH	$27.9M
30	Meritas Wealth Management, LLC	Shares	327.4KSH	$26.8M
31	KEB ASSET MANAGEMENT, LLC	Shares	320.2KSH	$26.2M
32	Sterling Wealth Advisors Inc	Shares	316.1KSH	$25.9M
33	Optimus Capital Advisors, LLC	Shares	310.5KSH	$25.4M
34	Trinity Financial Advisors LLC	Shares	303.0KSH	$24.8M
35	CLARIS ADVISORS, LLC / MO /	Shares	300.6KSH	$24.6M
36	Cypress Point Wealth Management, LLC	Shares	292.3KSH	$23.9M
37	Pillar Financial Advisors, LLC	Shares	277.5KSH	$22.7M
38	Mendota Financial Group, LLC	Shares	276.3KSH	$22.6M
39	GEM Asset Management, LLC	Shares	251.8KSH	$20.6M
40	Spire Wealth Management	Shares	251.2KSH	$20.6M
41	Security Financial Services, INC.	Shares	247.1KSH	$20.2M
42	Strategic Investment Solutions, Inc. /IL	Shares	239.8KSH	$19.6M
43	PFG Advisors	Shares	232.7KSH	$19.1M
44	KPP Advisory Services LLC	Shares	218.9KSH	$17.9M
45	Capstone Wealth Management, LLC	Shares	217.9KSH	$17.9M
46	Certified Advisory Corp	Shares	209.4KSH	$17.2M
47	Kraft, Davis & Associates, LLC	Shares	184.6KSH	$15.0M
48	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	176.2KSH	$14.4M
49	Physician Wealth Solutions Inc.	Shares	157.7KSH	$12.9M
50	Wealth Advisory Team LLC	Shares	156.1KSH	$12.8M

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

50 / 319 loaded

#		Instrument
1	PENNEY FINANCIAL, LLC new	Shares	+893.4K	+$73.2M	$73.2M
2	Great Waters Wealth Management added	Shares	+116.8K	+$40.6M	$240.5M
3	Plancorp, LLC trimmed	Shares	-30.9K	+$32.4M	$362.5M
4	Flagstone Financial Management added	Shares	+24.4K	+$18.9M	$127.4M
5	Colony Family Offices, LLC added	Shares	+46.8K	+$16.6M	$98.7M
6	Foundry Financial LLC added	Shares	+90.7K	+$14.9M	$62.6M
7	SAX WEALTH ADVISORS, LLC added	Shares	+383.9K	+$14.6M	$301.4M
8	JFS WEALTH ADVISORS, LLC trimmed	Shares	-23.9K	+$13.0M	$109.3M
9	DiNuzzo Private Wealth, Inc. trimmed	Shares	-6.7K	+$12.4M	$95.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+13.3K	+$12.2M	$84.7M
11	Sequoia Financial Advisors, LLC trimmed	Shares	-27.9K	+$12.0M	$104.0M
12	CGN Advisors LLC new	Shares	+145.9K	+$12.0M	$12.0M
13	Apella Capital, LLC added	Shares	+19.2K	+$11.1M	$179.9M
14	OLIO Financial Planning added	Shares	+14.2K	+$10.9M	$73.5M
15	Forum Financial Management, LP trimmed	Shares	-25.9K	+$10.8M	$93.9M
16	Vermillion Wealth Management, Inc. added	Shares	+37.9K	+$10.2M	$55.8M
17	Foster Group, Inc. trimmed	Shares	-5.7K	+$10.0M	$77.1M
18	Elser Financial Planning, Inc trimmed	Shares	-10.2K	+$9.4M	$75.5M
19	Crown Wealth Group, LLC added	Shares	+12.7K	+$8.2M	$53.9M
20	Apollon Wealth Management, LLC added	Shares	+83.6K	+$7.4M	$11.1M
21	Owl Creek Wealth Partners LLC added	Shares	+12.6K	+$6.2M	$39.4M
22	Dynamic Advisor Solutions LLC trimmed	Shares	-8.7K	+$5.6M	$46.4M
23	TCP Asset Management, LLC added	Shares	+3.4K	+$5.5M	$38.9M
24	Mason & Associates Inc trimmed	Shares	-12.0K	+$5.5M	$39.5M
25	Guardian Wealth Management, LLC trimmed	Shares	-2.5K	+$5.3M	$40.5M
26	Mendota Financial Group, LLC added	Shares	+30.3K	+$5.2M	$22.6M
27	Meritas Wealth Management, LLC added	Shares	+18.9K	+$5.0M	$26.8M
28	ARK & TLK INVESTMENTS, LLC trimmed	Shares	-1.7K	+$4.9M	$37.2M
29	DIXON FNANCIAL SERVICES, INC. trimmed	Shares	-2.1K	+$4.6M	$35.2M
30	Cypress Point Wealth Management, LLC added	Shares	+18.1K	+$4.5M	$23.9M
31	GEM Asset Management, LLC added	Shares	+18.5K	+$4.1M	$20.6M
32	Heck Capital Advisors, LLC added	Shares	+43.8K	+$4.0M	$6.3M
33	Madson Wealth Advisors Inc new	Shares	+45.5K	+$3.7M	$3.7M
34	Optimus Capital Advisors, LLC added	Shares	+2.4K	+$3.6M	$25.4M
35	KEB ASSET MANAGEMENT, LLC added	Shares	+487	+$3.6M	$26.2M
36	Allodium Investment Consultants, LLC trimmed	Shares	-4.1K	+$3.5M	$27.9M
37	Pillar Financial Advisors, LLC added	Shares	+5.5K	+$3.5M	$22.7M
38	HMV Wealth Advisors, LLC added	Shares	+40.6K	+$3.4M	$3.8M
39	Trinity Financial Advisors LLC added	Shares	+211	+$3.4M	$24.8M
40	Certified Advisory Corp added	Shares	+12.8K	+$3.2M	$17.2M
41	Spire Wealth Management added	Shares	+3.1K	+$3.0M	$20.6M
42	KPP Advisory Services LLC added	Shares	+6.1K	+$2.8M	$17.9M
43	Herold Advisors, Inc. added	Shares	+16.8K	+$2.8M	$12.2M
44	Capstone Wealth Management, LLC added	Shares	+5.7K	+$2.8M	$17.9M
45	CLARIS ADVISORS, LLC / MO / trimmed	Shares	-7.8K	+$2.8M	$24.6M
46	PFG Advisors added	Shares	+2.4K	+$2.7M	$19.1M
47	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-1.6K	+$2.5M	$19.6M
48	Security Financial Services, INC. trimmed	Shares	-2.9K	+$2.5M	$20.2M
49	NWAM LLC new	Shares	+30.2K	+$2.5M	$2.5M
50	XY Planning Network, Inc. added	Shares	+13.1K	+$2.3M	$10.3M

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