Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 210 loaded

#		Instrument	quantity
1	Sequoia Financial Advisors, LLC	Shares	7.6MSH	$393.2M
2	RVW Wealth, LLC	Shares	4.8MSH	$249.4M
3	Annex Advisory Services, LLC	Shares	4.4MSH	$225.3M
4	Kooman & Associates	Shares	2.9MSH	$148.1M
5	Spinnaker Investment Group, LLC	Shares	2.6MSH	$136.7M
6	Apella Capital, LLC	Shares	2.1MSH	$110.2M
7	Arista Wealth Management, LLC	Shares	2.1MSH	$108.8M
8	Elser Financial Planning, Inc	Shares	2.0MSH	$102.9M
9	55 North Private Wealth, LLC	Shares	1.8MSH	$92.9M
10	Pioneer Wealth Management Group	Shares	1.7MSH	$89.0M
11	Amicus Financial Advisors, LLC	Shares	1.2MSH	$60.7M
12	Sterling Wealth Advisors Inc	Shares	1.1MSH	$58.5M
13	Austin Wealth Management, LLC	Shares	1.1MSH	$58.0M
14	Valued Wealth Advisors LLC	Shares	959.9KSH	$49.6M
15	TCP Asset Management, LLC	Shares	958.3KSH	$49.5M
16	AdvisorNet Financial, Inc	Shares	933.9KSH	$48.3M
17	Plancorp, LLC	Shares	868.1KSH	$45.0M
18	ACT Advisors, LLC.	Shares	815.5KSH	$42.2M
19	Live Oak Private Wealth LLC	Shares	803.2KSH	$41.5M
20	Highland Financial Advisors, LLC	Shares	794.5KSH	$41.1M
21	Two West Capital Advisors LLC	Shares	790.4KSH	$40.6M
22	Physician Wealth Solutions Inc.	Shares	735.4KSH	$38.0M
23	Yardley Wealth Management LLC	Shares	731.6KSH	$37.8M
24	Keystone Financial Group, Inc.	Shares	620.9KSH	$32.1M
25	Shira Ridge Wealth Management	Shares	568.9KSH	$29.4M
26	MISSION WEALTH MANAGEMENT, LP	Shares	522.0KSH	$27.0M
27	JFS WEALTH ADVISORS, LLC	Shares	498.3KSH	$25.8M
28	Quantum Financial Advisors, LLC	Shares	494.9KSH	$25.6M
29	SAX WEALTH ADVISORS, LLC	Shares	530.8KSH	$24.0M
30	CLARIS ADVISORS, LLC / MO /	Shares	421.0KSH	$21.8M
31	Physician Wealth Advisors, Inc.	Shares	379.4KSH	$19.6M
32	MARYLAND CAPITAL ADVISORS INC.	Shares	378.6KSH	$19.6M
33	Security Financial Services, INC.	Shares	333.0KSH	$17.2M
34	Ledgewood Wealth Advisors, LLC	Shares	318.2KSH	$16.4M
35	North Capital, Inc.	Shares	314.4KSH	$16.3M
36	Clarity Capital Advisors, LLC	Shares	312.3KSH	$16.1M
37	Great Point Wealth Advisors, LLC	Shares	306.3KSH	$15.8M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	301.4KSH	$15.7M
39	Farther Finance Advisors, LLC	Shares	297.4KSH	$15.4M
40	Larry Mathis Financial Planning, LLC	Shares	280.6MSH	$13.2M
41	Lauer Wealth, LLC	Shares	251.7KSH	$13.1M
42	Canopy Partners, LLC	Shares	252.3KSH	$13.0M
43	FIRETHORN WEALTH PARTNERS, LLC	Shares	251.9KSH	$13.0M
44	First Financial Group Corp	Shares	251.2KSH	$13.0M
45	CHERRYDALE WEALTH MANAGEMENT, LLC	Shares	247.7KSH	$12.8M
46	IFP Advisors, Inc	Shares	246.0KSH	$12.7M
47	Sowell Financial Services LLC	Shares	233.0KSH	$12.0M
48	Prodigy Asset Management LLC	Shares	228.7KSH	$11.8M
49	VSM Wealth Advisory, LLC	Shares	226.1KSH	$11.7M
50	Oak Wealth Advisors LLC	Shares	223.1KSH	$11.5M

Scroll to load more

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

50 / 214 loaded

#		Instrument
1	Sequoia Financial Advisors, LLC added	Shares	+227.8K	+$60.3M	$393.2M
2	Annex Advisory Services, LLC added	Shares	+651.6K	+$58.0M	$225.3M
3	RVW Wealth, LLC added	Shares	+194.5K	+$40.5M	$249.4M
4	Spinnaker Investment Group, LLC added	Shares	+345.5K	+$33.0M	$136.7M
5	Live Oak Private Wealth LLC added	Shares	+400.8K	+$23.4M	$41.5M
6	Kooman & Associates trimmed	Shares	-6.5K	+$18.5M	$148.1M
7	55 North Private Wealth, LLC added	Shares	+116.7K	+$17.1M	$92.9M
8	Pioneer Wealth Management Group added	Shares	+91.7K	+$15.5M	$89.0M
9	Arista Wealth Management, LLC added	Shares	+36.0K	+$15.5M	$108.8M
10	Elser Financial Planning, Inc added	Shares	+8.3K	+$13.5M	$102.9M
11	ACT Advisors, LLC. added	Shares	+102.5K	+$10.0M	$42.2M
12	Plancorp, LLC added	Shares	+74.7K	+$7.7M	$45.0M
13	Austin Wealth Management, LLC added	Shares	+15.9K	+$7.3M	$58.0M
14	TCP Asset Management, LLC added	Shares	+8.4K	+$6.7M	$49.5M
15	Revolve Wealth Partners, LLC new	Shares	+122.8K	+$6.3M	$6.3M
16	Valued Wealth Advisors LLC trimmed	Shares	-1.4K	+$6.2M	$49.6M
17	Physician Wealth Solutions Inc. added	Shares	+21.7K	+$5.8M	$38.0M
18	MISSION WEALTH MANAGEMENT, LP added	Shares	+52.0K	+$5.8M	$27.0M
19	Yardley Wealth Management LLC added	Shares	+19.1K	+$5.7M	$37.8M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+71.1K	+$5.3M	$15.7M
21	Accurate Wealth Management, LLC added	Shares	+92.4K	+$4.9M	$5.9M
22	Larry Mathis Financial Planning, LLC added	Shares	+280.5M	+$4.9M	$13.2M
23	Sterling Wealth Advisors Inc added	Shares	+37.1K	+$4.8M	$58.5M
24	Keystone Financial Group, Inc. added	Shares	+14.6K	+$4.7M	$32.1M
25	Highland Financial Advisors, LLC trimmed	Shares	-15.8K	+$4.5M	$41.1M
26	Apella Capital, LLC trimmed	Shares	-23.2K	+$4.4M	$110.2M
27	SAX WEALTH ADVISORS, LLC added	Shares	+109.3K	+$4.2M	$24.0M
28	Shira Ridge Wealth Management added	Shares	+4.6K	+$3.9M	$29.4M
29	JFS WEALTH ADVISORS, LLC added	Shares	+12.3K	+$3.8M	$25.8M
30	Quantum Financial Advisors, LLC added	Shares	+6.6K	+$3.6M	$25.6M
31	Amicus Financial Advisors, LLC trimmed	Shares	-95.5K	+$3.4M	$60.7M
32	IFP Advisors, Inc added	Shares	+29.4K	+$2.9M	$12.7M
33	North Capital, Inc. added	Shares	+10.0K	+$2.5M	$16.3M
34	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+17.8K	+$2.5M	$13.0M
35	Physician Wealth Advisors, Inc. trimmed	Shares	-2.4K	+$2.4M	$19.6M
36	CLARIS ADVISORS, LLC / MO / trimmed	Shares	-11.9K	+$2.2M	$21.8M
37	Capital Investment Advisory Services, LLC added	Shares	+22.5K	+$2.2M	$9.2M
38	Security Financial Services, INC. trimmed	Shares	-2.3K	+$2.1M	$17.2M
39	Great Point Wealth Advisors, LLC trimmed	Shares	-1.9K	+$1.9M	$15.8M
40	Lauer Wealth, LLC added	Shares	+12.8K	+$1.9M	$13.1M
41	SJS Investment Consulting Inc. added	Shares	+34.1K	+$1.8M	$1.8M
42	Sowell Financial Services LLC added	Shares	+5.3K	+$1.8M	$12.0M
43	Ledgewood Wealth Advisors, LLC trimmed	Shares	-7.4K	+$1.8M	$16.4M
44	Two West Capital Advisors LLC trimmed	Shares	-1.5K	+$1.7M	$40.6M
45	Prodigy Asset Management LLC added	Shares	+3.9K	+$1.7M	$11.8M
46	VSM Wealth Advisory, LLC added	Shares	+4.0K	+$1.7M	$11.7M
47	First Financial Group Corp trimmed	Shares	-551	+$1.6M	$13.0M
48	CHERRYDALE WEALTH MANAGEMENT, LLC trimmed	Shares	-278	+$1.6M	$12.8M
49	SEMITAM BONAM LLC added	Shares	+7.0K	+$1.6M	$10.0M
50	Canopy Partners, LLC trimmed	Shares	-1.9K	+$1.6M	$13.0M

Scroll to load more