Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 81 loaded

#		Instrument	quantity
1	Quantum Financial Advisors, LLC	Shares	831.1KSH	$37.5M
2	Abacus Wealth Partners, LLC	Shares	605.3KSH	$27.3M
3	Five Oceans Advisors	Shares	426.6KSH	$19.2M
4	Citrine Capital LLC	Shares	393.5KSH	$17.7M
5	Apella Capital, LLC	Shares	303.8KSH	$13.8M
6	Forum Financial Management, LP	Shares	269.2KSH	$12.1M
7	Elser Financial Planning, Inc	Shares	239.8KSH	$10.8M
8	Allodium Investment Consultants, LLC	Shares	201.9KSH	$9.1M
9	New Capital Management LP	Shares	180.0KSH	$8.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	156.5KSH	$7.1M
11	Wealth Architects, LLC	Shares	153.3KSH	$6.9M
12	Angeles Investment Advisors, LLC	Shares	98.0KSH	$4.4M
13	Sequoia Financial Advisors, LLC	Shares	78.3KSH	$3.5M
14	Cardinal Point Capital Management ULC	Shares	73.3KSH	$3.3M
15	Revolve Wealth Partners, LLC	Shares	61.9KSH	$2.8M
16	Cambridge Financial Group, LLC	Shares	53.2KSH	$2.4M
17	MISSION WEALTH MANAGEMENT, LP	Shares	50.1KSH	$2.3M
18	Henrickson Nauta Wealth Advisors, Inc.	Shares	48.8KSH	$2.2M
19	Foster Group, Inc.	Shares	48.4KSH	$2.2M
20	Creative Capital Management Investments LLC	Shares	48.0KSH	$2.2M
21	Northland Capital Management LLC	Shares	48.0KSH	$2.2M
22	FIDUCIARY FINANCIAL GROUP, LLC	Shares	42.0KSH	$1.9M
23	Trellis Wealth Advisors LLC	Shares	39.1KSH	$1.8M
24	Cordant, Inc.	Shares	37.0KSH	$1.7M
25	Composition Wealth, LLC	Shares	35.1KSH	$1.6M
26	Level Financial Advisors	Shares	35.1KSH	$1.6M
27	NWAM LLC	Shares	33.5KSH	$1.5M
28	Longview Financial Advisors LLC	Shares	32.2KSH	$1.5M
29	XY Planning Network, Inc.	Shares	31.8KSH	$1.4M
30	DiNuzzo Private Wealth, Inc.	Shares	28.6KSH	$1.3M
31	BetterWealth, LLC	Shares	26.8KSH	$1.2M
32	Farther Finance Advisors, LLC	Shares	26.1KSH	$1.2M
33	CGN Advisors LLC	Shares	23.0KSH	$1.0M
34	Flagstone Financial Management	Shares	19.7KSH	$886.5K
35	Petersen Hastings Wealth Advisors Inc.	Shares	17.3KSH	$781.7K
36	Meritas Wealth Management, LLC	Shares	17.2KSH	$777.1K
37	Sensenig Capital Advisors, Inc	Shares	16.8KSH	$759.5K
38	Wealth Advisors Northwest LLC	Shares	15.8KSH	$711.0K
39	Mills Wealth Advisors LLC	Shares	15.2KSH	$684.3K
40	United Wealth Management, LLC	Shares	15.2KSH	$683.3K
41	Foundation Wealth Management, LLC\PA	Shares	13.9KSH	$628.6K
42	AdvisorNet Financial, Inc	Shares	13.9KSH	$628.0K
43	Shira Ridge Wealth Management	Shares	13.3KSH	$601.6K
44	McGrath & Associates, Inc.	Shares	13.3KSH	$600.7K
45	Vermillion Wealth Management, Inc.	Shares	11.9KSH	$538.5K
46	ELEVATION WEALTH PARTNERS, LLC	Shares	11.8KSH	$534.3K
47	Burton Enright Welch	Shares	11.8KSH	$532.9K
48	FAMILY WEALTH PARTNERS, LLC	Shares	11.3KSH	$507.4K
49	First Financial Group Corp	Shares	11.2KSH	$504.2K
50	Clarity Asset Management, Inc.	Shares	10.9KSH	$492.6K

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

50 / 81 loaded

#		Instrument
1	Abacus Wealth Partners, LLC added	Shares	+19.2K	+$2.4M	$27.3M
2	Five Oceans Advisors added	Shares	+22.6K	+$2.1M	$19.2M
3	MISSION WEALTH MANAGEMENT, LP added	Shares	+44.1K	+$2.0M	$2.3M
4	Quantum Financial Advisors, LLC trimmed	Shares	-9.3K	+$1.8M	$37.5M
5	Citrine Capital LLC added	Shares	+3.5K	+$1.2M	$17.7M
6	Forum Financial Management, LP added	Shares	+5.4K	+$956.6K	$12.1M
7	Composition Wealth, LLC added	Shares	+19.3K	+$914.9K	$1.6M
8	Elser Financial Planning, Inc added	Shares	+6.6K	+$913.2K	$10.8M
9	Allodium Investment Consultants, LLC added	Shares	+7.9K	+$880.7K	$9.1M
10	XY Planning Network, Inc. added	Shares	+18.4K	+$855.4K	$1.4M
11	FIDUCIARY FINANCIAL GROUP, LLC added	Shares	+11.9K	+$617.4K	$1.9M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.7K	+$607.1K	$7.1M
13	Northland Capital Management LLC added	Shares	+10.0K	+$554.0K	$2.2M
14	Apella Capital, LLC added	Shares	+13.8K	+$506.4K	$13.8M
15	New Capital Management LP trimmed	Shares	-159	+$479.2K	$8.1M
16	Wealth Architects, LLC added	Shares	+1.3K	+$469.6K	$6.9M
17	SAX WEALTH ADVISORS, LLC new	Shares	+10.9K	+$463.4K	$463.4K
18	Cambridge Financial Group, LLC added	Shares	+6.6K	+$421.6K	$2.4M
19	Cordant, Inc. added	Shares	+7.0K	+$396.2K	$1.7M
20	McClarren Financial Advisors, Inc. new	Shares	+8.7K	+$392.1K	$392.1K
21	Winter & Associates, Inc. new	Shares	+7.9K	+$354.5K	$354.5K
22	VISTA CAPITAL PARTNERS, INC. new	Shares	+5.7K	+$257.3K	$257.3K
23	Mills Wealth Advisors LLC added	Shares	+4.7K	+$238.2K	$684.3K
24	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+2.1K	+$221.8K	$2.2M
25	CUTLER INVESTMENT COUNSEL LLC new	Shares	+4.8K	+$218.6K	$218.6K
26	Larry Mathis Financial Planning, LLC new	Shares	+4.4K	+$200.2K	$200.2K
27	Cardinal Point Capital Management ULC added	Shares	+9	+$198.2K	$3.3M
28	Creative Capital Management Investments LLC added	Shares	+1.6K	+$197.8K	$2.2M
29	NWAM LLC added	Shares	+1.3K	+$147.0K	$1.5M
30	McGrath & Associates, Inc. added	Shares	+1.9K	+$115.7K	$600.7K
31	Clarity Asset Management, Inc. added	Shares	+2.0K	+$114.9K	$492.6K
32	Trellis Wealth Advisors LLC added	Shares	+159	+$112.3K	$1.8M
33	Level Financial Advisors added	Shares	+385	+$111.0K	$1.6M
34	PENOBSCOT WEALTH MANAGEMENT added	Shares	+1.9K	+$107.0K	$449.2K
35	Wealth Advisors Northwest LLC added	Shares	+1.5K	+$106.2K	$711.0K
36	Revolve Wealth Partners, LLC trimmed	Shares	-1.6K	+$100.7K	$2.8M
37	Foster Group, Inc. trimmed	Shares	-720	+$100.2K	$2.2M
38	AdvisorNet Financial, Inc added	Shares	+1.4K	+$96.5K	$628.0K
39	BetterWealth, LLC added	Shares	+522	+$94.4K	$1.2M
40	Rockwood Wealth Management, LLC added	Shares	+1.3K	+$76.5K	$339.6K
41	DiNuzzo Private Wealth, Inc. trimmed	Shares	-21	+$76.2K	$1.3M
42	Flagstone Financial Management added	Shares	+525	+$75.3K	$886.5K
43	Longview Financial Advisors LLC trimmed	Shares	-469	+$67.0K	$1.5M
44	United Wealth Management, LLC added	Shares	+347	+$55.6K	$683.3K
45	Petersen Hastings Wealth Advisors Inc. added	Shares	+141	+$52.8K	$781.7K
46	Meritas Wealth Management, LLC trimmed	Shares	-24	+$45.5K	$777.1K
47	Sensenig Capital Advisors, Inc trimmed	Shares	-78	+$42.2K	$759.5K
48	FAMILY WEALTH PARTNERS, LLC added	Shares	+275	+$42.0K	$507.4K
49	Foundation Wealth Management, LLC\PA added	Shares	+54	+$39.9K	$628.6K
50	Vermillion Wealth Management, Inc. added	Shares	+141	+$38.2K	$538.5K

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