Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 277 loaded

#		Instrument	quantity
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.4MSH	$184.6M
2	Plancorp, LLC	Shares	3.2MSH	$178.4M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.9MSH	$102.0M
4	Trust Co of the South	Shares	1.7MSH	$94.8M
5	Evanson Financial, LLC	Shares	1.3MSH	$72.5M
6	Foster Group, Inc.	Shares	1.3MSH	$69.5M
7	Beaird Harris Wealth Management, LLC	Shares	1.2MSH	$65.6M
8	Forum Financial Management, LP	Shares	1.2MSH	$63.8M
9	Apella Capital, LLC	Shares	1.1MSH	$58.8M
10	Factor Wealth Management LTD	Shares	948.2KSH	$52.2M
11	TFC Financial Management, Inc.	Shares	905.8KSH	$49.8M
12	KEB ASSET MANAGEMENT, LLC	Shares	900.3KSH	$49.5M
13	Porter White Investment Advisors, Inc.	Shares	886.8KSH	$48.8M
14	Elser Financial Planning, Inc	Shares	882.7KSH	$48.6M
15	Verus Financial Partners, Inc.	Shares	833.5KSH	$45.9M
16	Guardian Wealth Management, LLC	Shares	824.3KSH	$45.3M
17	DIXON FNANCIAL SERVICES, INC.	Shares	745.8KSH	$41.0M
18	SAX WEALTH ADVISORS, LLC	Shares	814.0KSH	$39.4M
19	MISSION WEALTH MANAGEMENT, LP	Shares	715.5KSH	$39.4M
20	ASPIRIANT, LLC	Shares	707.1KSH	$38.9M
21	Wealth Architects, LLC	Shares	679.2KSH	$37.4M
22	Farther Finance Advisors, LLC	Shares	582.6KSH	$32.0M
23	Meritas Wealth Management, LLC	Shares	555.4KSH	$30.6M
24	ShankerValleau Wealth Advisors, Inc.	Shares	544.0KSH	$29.9M
25	LRI Investments, LLC	Shares	542.4KSH	$29.8M
26	Moisand Fitzgerald Tamayo, LLC	Shares	535.1KSH	$29.4M
27	Symmetry Partners, LLC	Shares	517.3KSH	$28.5M
28	FISCHER INVESTMENT STRATEGIES, LLC	Shares	513.9KSH	$28.3M
29	BAYSHORE ASSET MANAGEMENT, LLC	Shares	506.3KSH	$27.9M
30	Petersen Hastings Wealth Advisors Inc.	Shares	503.2KSH	$27.7M
31	DiNuzzo Private Wealth, Inc.	Shares	452.7KSH	$24.9M
32	Sequoia Financial Advisors, LLC	Shares	420.7KSH	$23.1M
33	Graves Light Lenhart Wealth, Inc.	Shares	402.9KSH	$22.2M
34	DOPKINS WEALTH MANAGEMENT, LLC	Shares	401.4KSH	$22.1M
35	Confluence Wealth Services, Inc.	Shares	388.0KSH	$21.3M
36	CLARIS ADVISORS, LLC / MO /	Shares	384.6KSH	$21.2M
37	JUNCTURE WEALTH STRATEGIES, LLC	Shares	334.7KSH	$18.4M
38	Pillar Financial Advisors, LLC	Shares	332.4KSH	$18.3M
39	Spire Wealth Management	Shares	330.2KSH	$18.2M
40	Financial Synergies Wealth Advisors, Inc.	Shares	318.7KSH	$17.5M
41	Dynamic Advisor Solutions LLC	Shares	287.0KSH	$15.8M
42	ANDREWS, LUCIA WEALTH MANAGEMENT LLC	Shares	269.7KSH	$14.8M
43	Frankly Finances, LLC	Shares	268.2KSH	$14.8M
44	RTD Financial Advisors, Inc.	Shares	218.6KSH	$12.0M
45	JDH Wealth Management, LLC	Shares	213.5KSH	$11.7M
46	Capstone Wealth Management, LLC	Shares	211.2KSH	$11.6M
47	Walsh & Associates, LLC	Shares	209.4KSH	$11.5M
48	Versant Capital Management, Inc	Shares	203.5KSH	$11.2M
49	RF&L WEALTH MANAGEMENT, LLC	Shares	198.0KSH	$10.9M
50	Level Financial Advisors	Shares	190.2KSH	$10.5M

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

50 / 284 loaded

#		Instrument
1	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+160.6K	+$29.8M	$184.6M
2	Factor Wealth Management LTD added	Shares	+229.8K	+$17.3M	$52.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+46.7K	+$14.1M	$102.0M
4	Trust Co of the South trimmed	Shares	-4.7K	+$11.1M	$94.8M
5	KEB ASSET MANAGEMENT, LLC added	Shares	+51.2K	+$8.4M	$49.5M
6	Verus Financial Partners, Inc. added	Shares	+82.2K	+$7.9M	$45.9M
7	Foster Group, Inc. trimmed	Shares	-10.7K	+$7.8M	$69.5M
8	FISCHER INVESTMENT STRATEGIES, LLC added	Shares	+86.4K	+$7.6M	$28.3M
9	Forum Financial Management, LP trimmed	Shares	-14.4K	+$6.9M	$63.8M
10	Beaird Harris Wealth Management, LLC trimmed	Shares	-31.6K	+$6.3M	$65.6M
11	Wolfstich Capital, LLC new	Shares	+111.1K	+$6.1M	$6.1M
12	TFC Financial Management, Inc. trimmed	Shares	-3.4K	+$5.8M	$49.8M
13	Elser Financial Planning, Inc trimmed	Shares	-9.3K	+$5.4M	$48.6M
14	Cross Staff Investments Inc unchanged	Shares	0	+$5.2M	$5.7M
15	Graves Light Lenhart Wealth, Inc. added	Shares	+49.1K	+$5.0M	$22.2M
16	MISSION WEALTH MANAGEMENT, LP added	Shares	+2.4K	+$4.8M	$39.4M
17	Farther Finance Advisors, LLC added	Shares	+21.3K	+$4.8M	$32.0M
18	DIXON FNANCIAL SERVICES, INC. trimmed	Shares	-4.8K	+$4.7M	$41.0M
19	ASPIRIANT, LLC trimmed	Shares	-1.1K	+$4.6M	$38.9M
20	Guardian Wealth Management, LLC trimmed	Shares	-19.2K	+$4.5M	$45.3M
21	Apella Capital, LLC trimmed	Shares	-4.9K	+$4.0M	$58.8M
22	Meritas Wealth Management, LLC trimmed	Shares	-3.3K	+$3.5M	$30.6M
23	LRI Investments, LLC trimmed	Shares	-1.9K	+$3.5M	$29.8M
24	Wealth Architects, LLC trimmed	Shares	-21.1K	+$3.4M	$37.4M
25	Confluence Wealth Services, Inc. added	Shares	+16.7K	+$3.3M	$21.3M
26	Moisand Fitzgerald Tamayo, LLC trimmed	Shares	-9.5K	+$3.0M	$29.4M
27	Petersen Hastings Wealth Advisors Inc. trimmed	Shares	-7.2K	+$2.9M	$27.7M
28	DiNuzzo Private Wealth, Inc. trimmed	Shares	-2.8K	+$2.8M	$24.9M
29	BAYSHORE ASSET MANAGEMENT, LLC trimmed	Shares	-12.0K	+$2.7M	$27.9M
30	Walsh & Associates, LLC added	Shares	+22.4K	+$2.5M	$11.5M
31	DOPKINS WEALTH MANAGEMENT, LLC trimmed	Shares	-4.4K	+$2.4M	$22.1M
32	Spire Wealth Management added	Shares	+4.2K	+$2.4M	$18.2M
33	ANDREWS, LUCIA WEALTH MANAGEMENT LLC added	Shares	+9.3K	+$2.2M	$14.8M
34	Pillar Financial Advisors, LLC trimmed	Shares	-989	+$2.1M	$18.3M
35	Financial Synergies Wealth Advisors, Inc. added	Shares	+786	+$2.1M	$17.5M
36	Strategic Investment Solutions, Inc. /IL added	Shares	+23.1K	+$2.1M	$8.4M
37	Merit Financial Group, LLC added	Shares	+24.3K	+$2.1M	$7.8M
38	CLARIS ADVISORS, LLC / MO / trimmed	Shares	-9.5K	+$2.1M	$21.2M
39	Sequoia Financial Advisors, LLC trimmed	Shares	-14.9K	+$2.0M	$23.1M
40	ShankerValleau Wealth Advisors, Inc. trimmed	Shares	-31.6K	+$2.0M	$29.9M
41	Symmetry Partners, LLC trimmed	Shares	-29.0K	+$2.0M	$28.5M
42	Frankly Finances, LLC unchanged	Shares	0	+$1.8M	$14.8M
43	55 North Private Wealth, LLC added	Shares	+20.4K	+$1.6M	$5.4M
44	SAX WEALTH ADVISORS, LLC added	Shares	+2.0K	+$1.6M	$39.4M
45	Dynamic Advisor Solutions LLC trimmed	Shares	-5.7K	+$1.6M	$15.8M
46	Porter White Investment Advisors, Inc. trimmed	Shares	-91.1K	+$1.4M	$48.8M
47	Capstone Wealth Management, LLC trimmed	Shares	-869	+$1.3M	$11.6M
48	RTD Financial Advisors, Inc. trimmed	Shares	-2.8K	+$1.3M	$12.0M
49	Versant Capital Management, Inc trimmed	Shares	-1.4K	+$1.3M	$11.2M
50	RF&L WEALTH MANAGEMENT, LLC trimmed	Shares	-2.9K	+$1.2M	$10.9M

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