Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 69 loaded

#		Instrument	quantity
1	First Pacific Financial	Shares	934.5KSH	$77.4M
2	Arlington Financial Advisors, LLC	Shares	658.6KSH	$54.5M
3	Farther Finance Advisors, LLC	Shares	366.5KSH	$30.3M
4	Sivia Capital Partners, LLC	Shares	341.6KSH	$28.3M
5	Strategic Investment Solutions, Inc. /IL	Shares	253.3KSH	$21.0M
6	DiNuzzo Private Wealth, Inc.	Shares	241.4KSH	$20.0M
7	Plancorp, LLC	Shares	214.3KSH	$17.7M
8	Abacus Planning Group, Inc.	Shares	212.1KSH	$17.6M
9	Bryant Woods Investment Advisors, LLC	Shares	175.7KSH	$14.5M
10	Apella Capital, LLC	Shares	159.2KSH	$13.2M
11	Keyes, Stange & Wooten Wealth Management, LLC	Shares	157.7KSH	$13.1M
12	Physician Wealth Advisors, Inc.	Shares	131.7KSH	$10.9M
13	Evanson Financial, LLC	Shares	101.8KSH	$8.4M
14	Foster Group, Inc.	Shares	73.0KSH	$6.0M
15	BUILDER INVESTMENT GROUP INC /ADV	Shares	66.8KSH	$5.5M
16	Sprinkle Financial Consultants LLC	Shares	53.7KSH	$4.4M
17	Shore Point Advisors, LLC	Shares	44.1KSH	$3.7M
18	Spinnaker Investment Group, LLC	Shares	38.9KSH	$3.2M
19	Barry Investment Advisors, LLC	Shares	35.8KSH	$3.0M
20	Keystone Financial Group, Inc.	Shares	35.7KSH	$3.0M
21	JFS WEALTH ADVISORS, LLC	Shares	34.5KSH	$2.9M
22	Kesler, Norman & Wride, LLC	Shares	34.4KSH	$2.8M
23	Rachor Investment Advisory Services, LLC	Shares	32.9KSH	$2.7M
24	FIDUCIARY FINANCIAL GROUP, LLC	Shares	22.3KSH	$1.8M
25	Mills Wealth Advisors LLC	Shares	17.1KSH	$1.4M
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	13.4KSH	$1.1M
27	Riverbend Wealth Management, LLC	Shares	13.1KSH	$1.1M
28	Highland Financial Advisors, LLC	Shares	12.6KSH	$1.0M
29	BANNERMAN WEALTH MANAGEMENT GROUP, LLC	Shares	10.9KSH	$899.2K
30	BOS Asset Management, LLC	Shares	8.7KSH	$719.2K
31	EverSource Wealth Advisors, LLC	Shares	8.3KSH	$690.0K
32	KEB ASSET MANAGEMENT, LLC	Shares	8.3KSH	$684.4K
33	GEM Asset Management, LLC	Shares	8.0KSH	$659.3K
34	marrick wealth, LLC	Shares	7.7KSH	$635.3K
35	Boyce & Associates Wealth Consulting, Inc.	Shares	7.7KSH	$634.5K
36	Verum Partners LLC	Shares	7.1KSH	$588.8K
37	TFC Financial Management, Inc.	Shares	6.4KSH	$526.2K
38	Falcon Wealth Planning	Shares	6.1KSH	$503.0K
39	XY Planning Network, Inc.	Shares	5.8KSH	$480.9K
40	LRI Investments, LLC	Shares	5.2KSH	$427.0K
41	Pillar Financial Advisors, LLC	Shares	5.1KSH	$425.9K
42	Beaird Harris Wealth Management, LLC	Shares	4.8KSH	$397.4K
43	Elser Financial Planning, Inc	Shares	4.7KSH	$391.2K
44	Catawba River Capital	Shares	4.5KSH	$375.5K
45	MISSION WEALTH MANAGEMENT, LP	Shares	4.4KSH	$365.9K
46	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	4.1KSH	$340.9K
47	Apollon Financial, LLC	Shares	3.9KSH	$326.0K
48	Approach Retirement Advisors, LLC	Shares	3.6KSH	$301.4K
49	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.5KSH	$291.2K
50	LAM GROUP, INC.	Shares	3.5KSH	$289.6K

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

50 / 69 loaded

#		Instrument
1	Sivia Capital Partners, LLC added	Shares	+211.8K	+$18.7M	$28.3M
2	First Pacific Financial added	Shares	+69.3K	+$13.5M	$77.4M
3	Arlington Financial Advisors, LLC added	Shares	+10.5K	+$6.7M	$54.5M
4	Foster Group, Inc. added	Shares	+51.9K	+$4.5M	$6.0M
5	Plancorp, LLC added	Shares	+39.1K	+$4.2M	$17.7M
6	Farther Finance Advisors, LLC added	Shares	+4.4K	+$3.4M	$30.3M
7	DiNuzzo Private Wealth, Inc. added	Shares	+8.2K	+$2.8M	$20.0M
8	Bryant Woods Investment Advisors, LLC added	Shares	+6.9K	+$2.1M	$14.5M
9	Abacus Planning Group, Inc. added	Shares	+178	+$1.9M	$17.6M
10	Apella Capital, LLC added	Shares	+15.9K	+$1.7M	$13.2M
11	JFS WEALTH ADVISORS, LLC added	Shares	+17.3K	+$1.6M	$2.9M
12	Kesler, Norman & Wride, LLC added	Shares	+10.5K	+$1.1M	$2.8M
13	Spinnaker Investment Group, LLC added	Shares	+6.0K	+$795.0K	$3.2M
14	Sprinkle Financial Consultants LLC added	Shares	+2.3K	+$653.2K	$4.4M
15	Shore Point Advisors, LLC added	Shares	+3.3K	+$644.0K	$3.7M
16	Barry Investment Advisors, LLC added	Shares	+2.9K	+$539.5K	$3.0M
17	BUILDER INVESTMENT GROUP INC /ADV trimmed	Shares	-1.6K	+$482.1K	$5.5M
18	Rachor Investment Advisory Services, LLC added	Shares	+1.1K	+$377.1K	$2.7M
19	Keyes, Stange & Wooten Wealth Management, LLC trimmed	Shares	-14.6K	+$344.8K	$13.1M
20	KEB ASSET MANAGEMENT, LLC added	Shares	+3.5K	+$331.9K	$684.4K
21	Apollon Financial, LLC new	Shares	+3.9K	+$326.0K	$326.0K
22	Approach Retirement Advisors, LLC new	Shares	+3.6K	+$301.4K	$301.4K
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+3.5K	+$291.2K	$291.2K
24	Mills Wealth Advisors LLC added	Shares	+1.5K	+$268.1K	$1.4M
25	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-27.4K	+$266.1K	$21.0M
26	Keystone Financial Group, Inc. trimmed	Shares	-929	+$253.2K	$3.0M
27	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+619	+$246.8K	$1.8M
28	180 WEALTH ADVISORS, LLC new	Shares	+2.7K	+$222.2K	$222.2K
29	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.3K	+$216.5K	$1.1M
30	GEM Asset Management, LLC added	Shares	+1.9K	+$212.1K	$659.3K
31	BANNERMAN WEALTH MANAGEMENT GROUP, LLC added	Shares	+883	+$163.0K	$899.2K
32	MISSION WEALTH MANAGEMENT, LP added	Shares	+1.6K	+$160.4K	$365.9K
33	BOS Asset Management, LLC added	Shares	+830	+$139.5K	$719.2K
34	XY Planning Network, Inc. added	Shares	+969	+$121.3K	$480.9K
35	Highland Financial Advisors, LLC unchanged	Shares	0	+$113.4K	$1.0M
36	Catawba River Capital added	Shares	+825	+$99.8K	$375.5K
37	Pillar Financial Advisors, LLC added	Shares	+397	+$75.7K	$425.9K
38	TFC Financial Management, Inc. added	Shares	+216	+$73.2K	$526.2K
39	marrick wealth, LLC added	Shares	+49	+$72.8K	$635.3K
40	Boyce & Associates Wealth Consulting, Inc. added	Shares	+48	+$72.5K	$634.5K
41	EverSource Wealth Advisors, LLC trimmed	Shares	-106	+$67.3K	$690.0K
42	Verum Partners LLC unchanged	Shares	0	+$64.1K	$588.8K
43	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+322	+$60.9K	$340.9K
44	Riverbend Wealth Management, LLC trimmed	Shares	-804	+$59.1K	$1.1M
45	Beaird Harris Wealth Management, LLC added	Shares	+208	+$58.6K	$397.4K
46	LRI Investments, LLC added	Shares	+107	+$54.3K	$427.0K
47	Elser Financial Planning, Inc added	Shares	+103	+$50.9K	$391.2K
48	Forum Financial Management, LP added	Shares	+249	+$48.3K	$275.5K
49	Aurelius Family Office LLC added	Shares	+142	+$36.7K	$240.7K
50	LAM GROUP, INC. added	Shares	+2	+$31.7K	$289.6K

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