Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 122 loaded

#		Instrument	quantity
1	Forum Financial Management, LP	Shares	6.4MSH	$217.1M
2	Sequoia Financial Advisors, LLC	Shares	5.3MSH	$179.6M
3	Aprio Wealth Management, LLC	Shares	2.3MSH	$77.2M
4	Apella Capital, LLC	Shares	2.1MSH	$71.6M
5	Foster Group, Inc.	Shares	1.8MSH	$59.7M
6	High Probability Advisors, LLC	Shares	1.3MSH	$44.6M
7	FINANCIAL CONSULATE, INC	Shares	1.3MSH	$44.4M
8	Petersen Hastings Wealth Advisors Inc.	Shares	1.3MSH	$43.7M
9	Meredith Wealth Planning	Shares	729.5KSH	$24.9M
10	GREAT OAK CAPITAL PARTNERS, LLC	Shares	722.2KSH	$24.4M
11	DiNuzzo Private Wealth, Inc.	Shares	642.8KSH	$21.9M
12	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	591.9KSH	$20.2M
13	True Wealth Design, LLC	Shares	498.5KSH	$17.0M
14	Wealth Architects, LLC	Shares	490.4KSH	$16.7M
15	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	Shares	482.6KSH	$16.5M
16	Farther Finance Advisors, LLC	Shares	447.3KSH	$15.3M
17	Mills Wealth Advisors LLC	Shares	415.8KSH	$14.2M
18	FAMILY WEALTH PARTNERS, LLC	Shares	377.8KSH	$12.9M
19	FIDUCIARY FINANCIAL GROUP, LLC	Shares	350.6KSH	$12.0M
20	United Wealth Management, LLC	Shares	346.8KSH	$11.8M
21	Brady Martz Wealth Solutions, LLC	Shares	346.2KSH	$11.8M
22	Discipline Wealth Solutions, LLC	Shares	325.7KSH	$11.1M
23	SAX WEALTH ADVISORS, LLC	Shares	335.6KSH	$10.8M
24	CLARIS ADVISORS, LLC / MO /	Shares	316.9KSH	$10.8M
25	Kaufman Rossin Wealth, LLC	Shares	273.5KSH	$9.3M
26	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	269.5KSH	$9.2M
27	Meritas Wealth Management, LLC	Shares	265.5KSH	$9.1M
28	Dynamic Advisor Solutions LLC	Shares	231.9KSH	$7.9M
29	Emprise Bank	Shares	230.1KSH	$7.9M
30	HMV Wealth Advisors, LLC	Shares	226.3KSH	$7.7M
31	CogentBlue Wealth Advisors, LLC	Shares	213.1KSH	$7.3M
32	Wealth Advisors Northwest LLC	Shares	206.7KSH	$7.1M
33	NORTHWEST WEALTH MANAGEMENT, LLC	Shares	205.2KSH	$7.0M
34	Foundation Wealth Management, LLC\PA	Shares	189.5KSH	$6.5M
35	Merit Financial Group, LLC	Shares	188.5KSH	$6.4M
36	Composition Wealth, LLC	Shares	176.5KSH	$6.0M
37	Foundry Financial LLC	Shares	170.6KSH	$5.8M
38	BetterWealth, LLC	Shares	164.3KSH	$5.6M
39	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC	Shares	162.4KSH	$5.5M
40	Applied Capital LLC	Shares	160.8KSH	$5.5M
41	Optimus Capital Advisors, LLC	Shares	150.7KSH	$5.1M
42	Vestment Financial LLC	Shares	140.0KSH	$4.8M
43	HBE Wealth Management, LLC	Shares	130.9KSH	$4.5M
44	Evanson Financial, LLC	Shares	127.4KSH	$4.3M
45	Abel Hall, LLC	Shares	118.3KSH	$4.0M
46	Archford Capital Strategies, LLC	Shares	118.2KSH	$4.0M
47	Friday Financial	Shares	115.8KSH	$3.9M
48	PFG Advisors	Shares	113.2KSH	$3.9M
49	CPA Asset Management Group, LLC	Shares	111.5KSH	$3.8M
50	City State Bank	Shares	91.2KSH	$3.1M

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

50 / 127 loaded

#		Instrument
1	Forum Financial Management, LP added	Shares	+103.2K	+$15.4M	$217.1M
2	Wealth Architects, LLC added	Shares	+321.0K	+$11.3M	$16.7M
3	Sequoia Financial Advisors, LLC trimmed	Shares	-21.8K	+$9.3M	$179.6M
4	High Probability Advisors, LLC added	Shares	+85.1K	+$5.2M	$44.6M
5	Foster Group, Inc. added	Shares	+48.7K	+$4.9M	$59.7M
6	FINANCIAL CONSULATE, INC added	Shares	+65.2K	+$4.6M	$44.4M
7	Petersen Hastings Wealth Advisors Inc. added	Shares	+18.6K	+$3.0M	$43.7M
8	Apella Capital, LLC added	Shares	+98.4K	+$3.0M	$71.6M
9	WEBSTERROGERS FINANCIAL ADVISORS, LLC added	Shares	+34.5K	+$2.2M	$20.2M
10	True Wealth Design, LLC added	Shares	+39.4K	+$2.2M	$17.0M
11	Emprise Bank added	Shares	+54.1K	+$2.2M	$7.9M
12	Farther Finance Advisors, LLC added	Shares	+36.8K	+$1.8M	$15.3M
13	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+35.6K	+$1.8M	$12.0M
14	HBE Wealth Management, LLC added	Shares	+45.0K	+$1.7M	$4.5M
15	Kaufman Rossin Wealth, LLC added	Shares	+34.4K	+$1.6M	$9.3M
16	Meredith Wealth Planning added	Shares	+6.0K	+$1.6M	$24.9M
17	Meritas Wealth Management, LLC added	Shares	+31.9K	+$1.5M	$9.1M
18	FAMILY WEALTH PARTNERS, LLC added	Shares	+24.8K	+$1.5M	$12.9M
19	Merit Financial Group, LLC added	Shares	+35.5K	+$1.5M	$6.4M
20	CLARIS ADVISORS, LLC / MO / added	Shares	+27.6K	+$1.5M	$10.8M
21	HMV Wealth Advisors, LLC added	Shares	+32.1K	+$1.5M	$7.7M
22	Mills Wealth Advisors LLC added	Shares	+17.6K	+$1.4M	$14.2M
23	Wealth Advisors Northwest LLC added	Shares	+29.0K	+$1.3M	$7.1M
24	DiNuzzo Private Wealth, Inc. added	Shares	+3.0K	+$1.3M	$21.9M
25	Brady Martz Wealth Solutions, LLC added	Shares	+16.6K	+$1.2M	$11.8M
26	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC added	Shares	+4.1K	+$1.1M	$16.5M
27	Foundry Financial LLC added	Shares	+20.2K	+$976.9K	$5.8M
28	Foundation Wealth Management, LLC\PA added	Shares	+15.5K	+$860.8K	$6.5M
29	City State Bank added	Shares	+20.9K	+$846.8K	$3.1M
30	United Wealth Management, LLC added	Shares	+5.1K	+$826.0K	$11.8M
31	VOISARD ASSET MANAGEMENT GROUP, INC. added	Shares	+6.9K	+$736.3K	$9.2M
32	NORTHWEST WEALTH MANAGEMENT, LLC added	Shares	+10.6K	+$734.0K	$7.0M
33	Composition Wealth, LLC added	Shares	+12.0K	+$723.5K	$6.0M
34	GREAT OAK CAPITAL PARTNERS, LLC added	Shares	+18.3K	+$661.2K	$24.4M
35	Abel Hall, LLC added	Shares	+11.8K	+$605.7K	$4.0M
36	Friday Financial added	Shares	+11.2K	+$581.2K	$3.9M
37	Applied Capital LLC added	Shares	+8.1K	+$568.6K	$5.5M
38	Freedom Day Solutions, LLC added	Shares	+16.2K	+$565.2K	$773.8K
39	BRIDGE GENERATIONS WEALTH MANAGEMENT LLC added	Shares	+3.1K	+$409.3K	$5.5M
40	Optimus Capital Advisors, LLC added	Shares	+3.0K	+$383.0K	$5.1M
41	Nova R Wealth, Inc. new	Shares	+11.1K	+$380.1K	$380.1K
42	Capital Investment Advisory Services, LLC added	Shares	+8.2K	+$333.6K	$1.2M
43	Wedmont Private Capital added	Shares	+9.2K	+$317.0K	$594.5K
44	Mayflower Financial Advisors, LLC new	Shares	+9.1K	+$311.6K	$311.6K
45	Archford Capital Strategies, LLC added	Shares	+2.6K	+$308.3K	$4.0M
46	BetterWealth, LLC trimmed	Shares	-688	+$290.8K	$5.6M
47	Discipline Wealth Solutions, LLC trimmed	Shares	-10.4K	+$286.1K	$11.1M
48	Dynamic Advisor Solutions LLC trimmed	Shares	-5.1K	+$276.1K	$7.9M
49	NWAM LLC added	Shares	+3.9K	+$268.2K	$2.6M
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.3K	+$264.8K	$586.0K

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