Filing Research | DIMENSIONAL ETF TRUST Institutional Holdings

Snapshot holdings

50 / 92 loaded

#		Instrument	quantity
1	Quantum Financial Advisors, LLC	Shares	2.4MSH	$111.0M
2	Citrine Capital LLC	Shares	1.6MSH	$73.2M
3	Abacus Wealth Partners, LLC	Shares	1.3MSH	$60.6M
4	Five Oceans Advisors	Shares	489.8KSH	$22.8M
5	Forum Financial Management, LP	Shares	471.4KSH	$22.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	415.7KSH	$19.7M
7	Apella Capital, LLC	Shares	409.3KSH	$19.3M
8	Wealth Architects, LLC	Shares	267.7KSH	$12.5M
9	New Capital Management LP	Shares	247.9KSH	$11.6M
10	Elser Financial Planning, Inc	Shares	242.9KSH	$11.3M
11	NWAM LLC	Shares	210.9KSH	$9.8M
12	SJS Investment Consulting Inc.	Shares	194.8KSH	$9.1M
13	Cardinal Point Capital Management ULC	Shares	182.6KSH	$8.5M
14	Composition Wealth, LLC	Shares	158.9KSH	$7.4M
15	Sequoia Financial Advisors, LLC	Shares	150.2KSH	$7.0M
16	ELEVATION WEALTH PARTNERS, LLC	Shares	143.4KSH	$6.7M
17	Allodium Investment Consultants, LLC	Shares	142.6KSH	$6.6M
18	Foster Group, Inc.	Shares	115.6KSH	$5.4M
19	Northland Capital Management LLC	Shares	93.1KSH	$4.3M
20	MISSION WEALTH MANAGEMENT, LP	Shares	79.9KSH	$3.7M
21	Longview Financial Advisors LLC	Shares	71.1KSH	$3.3M
22	Burton Enright Welch	Shares	67.5KSH	$3.1M
23	Level Financial Advisors	Shares	67.3KSH	$3.1M
24	Foundation Wealth Management, LLC\PA	Shares	60.6KSH	$2.8M
25	Sensenig Capital Advisors, Inc	Shares	58.9KSH	$2.7M
26	BetterWealth, LLC	Shares	57.7KSH	$2.7M
27	Flagstone Financial Management	Shares	55.7KSH	$2.6M
28	DiNuzzo Private Wealth, Inc.	Shares	55.5KSH	$2.6M
29	United Wealth Management, LLC	Shares	53.3KSH	$2.5M
30	Petersen Hastings Wealth Advisors Inc.	Shares	49.4KSH	$2.3M
31	VISTA CAPITAL PARTNERS, INC.	Shares	46.6KSH	$2.2M
32	Strategic Investment Solutions, Inc. /IL	Shares	45.9KSH	$2.1M
33	XY Planning Network, Inc.	Shares	45.1KSH	$2.1M
34	Wealth Advisors Northwest LLC	Shares	44.2KSH	$2.1M
35	Creative Capital Management Investments LLC	Shares	42.8KSH	$2.0M
36	D.A. DAVIDSON & CO.	Shares	42.4KSH	$2.0M
37	Farther Finance Advisors, LLC	Shares	41.8KSH	$1.9M
38	Cordant, Inc.	Shares	41.5KSH	$1.9M
39	Trellis Wealth Advisors LLC	Shares	39.0KSH	$1.8M
40	Wolfstich Capital, LLC	Shares	38.1KSH	$1.8M
41	Cambridge Financial Group, LLC	Shares	37.7KSH	$1.8M
42	Mason & Associates Inc	Shares	36.1KSH	$1.7M
43	Mills Wealth Advisors LLC	Shares	33.8KSH	$1.6M
44	Physician Wealth Advisors, Inc.	Shares	30.9KSH	$1.4M
45	FIDUCIARY FINANCIAL GROUP, LLC	Shares	30.5KSH	$1.4M
46	Henrickson Nauta Wealth Advisors, Inc.	Shares	30.0KSH	$1.4M
47	Outbound Financial Inc	Shares	26.8KSH	$1.3M
48	Meritas Wealth Management, LLC	Shares	24.7KSH	$1.1M
49	Eaton-Cambridge Inc.	Shares	24.4KSH	$1.1M
50	Vermillion Wealth Management, Inc.	Shares	24.3KSH	$1.1M

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

50 / 92 loaded

#		Instrument
1	Citrine Capital LLC added	Shares	+190.0K	+$16.5M	$73.2M
2	Quantum Financial Advisors, LLC trimmed	Shares	-22.0K	+$12.3M	$111.0M
3	Abacus Wealth Partners, LLC added	Shares	+19.1K	+$8.0M	$60.6M
4	Five Oceans Advisors added	Shares	+22.5K	+$3.6M	$22.8M
5	Forum Financial Management, LP added	Shares	+21.8K	+$3.5M	$22.0M
6	MISSION WEALTH MANAGEMENT, LP added	Shares	+54.5K	+$2.7M	$3.7M
7	Elser Financial Planning, Inc added	Shares	+16.9K	+$2.0M	$11.3M
8	Composition Wealth, LLC added	Shares	+26.4K	+$2.0M	$7.4M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-14.3K	+$1.9M	$19.7M
10	Wealth Architects, LLC added	Shares	+593	+$1.5M	$12.5M
11	Apella Capital, LLC added	Shares	+13.9K	+$1.5M	$19.3M
12	New Capital Management LP added	Shares	+422	+$1.4M	$11.6M
13	NWAM LLC added	Shares	+1.6K	+$1.2M	$9.8M
14	Cardinal Point Capital Management ULC trimmed	Shares	-250	+$1.0M	$8.5M
15	Sequoia Financial Advisors, LLC trimmed	Shares	-1.2K	+$782.8K	$7.0M
16	ELEVATION WEALTH PARTNERS, LLC trimmed	Shares	-677	+$766.9K	$6.7M
17	Allodium Investment Consultants, LLC trimmed	Shares	-3.4K	+$650.7K	$6.6M
18	Cordant, Inc. added	Shares	+9.1K	+$603.0K	$1.9M
19	Foster Group, Inc. trimmed	Shares	-2.2K	+$549.6K	$5.4M
20	SJS Investment Consulting Inc. trimmed	Shares	-15.6K	+$439.4K	$9.1M
21	BetterWealth, LLC added	Shares	+2.5K	+$422.3K	$2.7M
22	Wealth Advisors Northwest LLC added	Shares	+3.6K	+$393.1K	$2.1M
23	Longview Financial Advisors LLC trimmed	Shares	-236	+$384.0K	$3.3M
24	Flagstone Financial Management added	Shares	+1.7K	+$379.9K	$2.6M
25	United Wealth Management, LLC added	Shares	+1.5K	+$358.5K	$2.5M
26	Mason & Associates Inc added	Shares	+2.6K	+$345.9K	$1.7M
27	Level Financial Advisors trimmed	Shares	-794	+$340.3K	$3.1M
28	Foundation Wealth Management, LLC\PA added	Shares	+16	+$336.2K	$2.8M
29	Cambridge Financial Group, LLC added	Shares	+2.8K	+$323.7K	$1.8M
30	DiNuzzo Private Wealth, Inc. added	Shares	+119	+$312.2K	$2.6M
31	Northland Capital Management LLC trimmed	Shares	-5.1K	+$308.2K	$4.3M
32	Mills Wealth Advisors LLC added	Shares	+2.8K	+$304.2K	$1.6M
33	Sensenig Capital Advisors, Inc trimmed	Shares	-941	+$287.4K	$2.7M
34	Petersen Hastings Wealth Advisors Inc. trimmed	Shares	-15	+$273.0K	$2.3M
35	Burton Enright Welch trimmed	Shares	-2.8K	+$259.6K	$3.1M
36	Wolfstich Capital, LLC trimmed	Shares	-261	+$257.1K	$1.8M
37	Creative Capital Management Investments LLC added	Shares	+216	+$245.9K	$2.0M
38	Strategic Investment Solutions, Inc. /IL trimmed	Shares	-334	+$240.5K	$2.1M
39	SageOak Financial, LLC new	Shares	+4.8K	+$223.5K	$223.5K
40	DIXON FNANCIAL SERVICES, INC. new	Shares	+4.7K	+$221.2K	$221.2K
41	Trellis Wealth Advisors LLC trimmed	Shares	-51	+$213.9K	$1.8M
42	Oak Wealth Advisors LLC new	Shares	+4.6K	+$212.6K	$212.6K
43	PENOBSCOT WEALTH MANAGEMENT new	Shares	+4.4K	+$204.0K	$204.0K
44	High Probability Advisors, LLC new	Shares	+4.3K	+$201.7K	$201.7K
45	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+43	+$168.0K	$1.4M
46	VISTA CAPITAL PARTNERS, INC. trimmed	Shares	-2.4K	+$160.1K	$2.2M
47	LifeSteps Financial, Inc. new	Shares	+3.4K	+$159.2K	$159.2K
48	FIDUCIARY FINANCIAL GROUP, LLC trimmed	Shares	-324	+$155.4K	$1.4M
49	Physician Wealth Advisors, Inc. trimmed	Shares	-490	+$151.0K	$1.4M
50	Rockwood Wealth Management, LLC added	Shares	+1.9K	+$149.5K	$584.5K

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