CUSIP 25434V534
DIMENSIONAL ETF TRUST
50 institutions · $229.0M total · 3,958,564 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | First Command Advisory Services, Inc. | 1,832,713 | $110.9M | 46.29% | 2025-12-31 |
| 2 | Brown Financial Advisory | 369,748 | $22.4M | 9.34% | 2025-12-31 |
| 3 | Keudell/Morrison Wealth Management | 216,004 | $13.1M | 5.45% | 2025-12-31 |
| 4 | McIlrath & Eck, LLC | 178,815 | $10.8M | 4.51% | 2025-12-31 |
| 5 | Quadcap Wealth Management, LLC | 170,045 | $10.3M | 4.29% | 2025-12-31 |
| 6 | DIMENSIONAL FUND ADVISORS LP | 200,000 | $9.7M | 5.05% | 2024-12-31 |
| 7 | Prism Advisors, Inc. | 143,958 | $8.7M | 3.63% | 2025-12-31 |
| 8 | Chicago Partners Investment Group LLC | 122,816 | $8.0M | 3.10% | 2025-12-31 |
| 9 | Beta Wealth Group, Inc. | 108,147 | $6.5M | 2.73% | 2025-12-31 |
| 10 | CITADEL ADVISORS LLC | 90,644 | $5.5M | 2.28% | 2025-12-31 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62,045 | $3.8M | 1.56% | 2025-12-31 |
| 12 | Mills Wealth Advisors LLC | 51,435 | $3.1M | 1.29% | 2025-12-31 |
| 13 | Hilltop Holdings Inc. | 49,399 | $3.0M | 1.24% | 2025-12-31 |
| 14 | Applied Capital LLC | 40,553 | $2.5M | 1.02% | 2025-12-31 |
| 15 | FISCHER INVESTMENT STRATEGIES, LLC | 45,990 | $2.2M | 1.16% | 2024-12-31 |
| 16 | Index Fund Advisors, Inc. | 23,698 | $1.4M | 0.59% | 2025-12-31 |
| 17 | Madrid Wealth Management, LLC | 10,269 | $621.5K | 0.25% | 2025-12-31 |
| 18 | Citrine Capital LLC | 9,427 | $570.5K | 0.23% | 2025-12-31 |
| 19 | Bulwark Capital Corp | 8,914 | $539.5K | 0.22% | 2025-12-31 |
| 20 | Farther Finance Advisors, LLC | 7,709 | $466.5K | 0.19% | 2025-12-31 |
| 21 | RAYMOND JAMES FINANCIAL INC | 6,901 | $417.6K | 0.17% | 2025-12-31 |
| 22 | OLD MISSION CAPITAL LLC | 7,125 | $403.0K | 0.17% | 2025-09-30 |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | 6,477 | $392.0K | 0.16% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 6,467 | $391.4K | 0.16% | 2025-12-31 |
| 25 | SB Capital Management Inc | 6,441 | $389.9K | 0.16% | 2025-12-31 |
| 26 | Financial Symmetry Inc | 6,166 | $373.2K | 0.15% | 2025-12-31 |
| 27 | Kane Co Wealth Management, Inc. | 5,385 | $325.9K | 0.13% | 2025-12-31 |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 4,704 | $284.7K | 0.11% | 2025-12-31 |
| 29 | SouthState Corp | 4,229 | $255.9K | 0.10% | 2025-12-31 |
| 30 | Focus Partners Wealth | 4,118 | $249.2K | 0.10% | 2025-12-31 |
| 31 | Financial Security Advisor, Inc. | 3,700 | $223.9K | 0.09% | 2025-12-31 |
| 32 | Opus Financial Solutions LLC | 3,414 | $206.6K | 0.08% | 2025-12-31 |
| 33 | BANK OF MONTREAL /CAN/ | 2,935 | $177.6K | 0.07% | 2025-12-31 |
| 34 | DecisionPoint Financial, LLC | 2,558 | $154.8K | 0.06% | 2025-12-31 |
| 35 | Premier Financial Group | 2,410 | $146.1K | 0.06% | 2025-12-31 |
| 36 | Asset Dedication, LLC | 2,402 | $145.4K | 0.06% | 2025-12-31 |
| 37 | Prudent Man Investment Management, Inc. | 1,475 | $89.3K | 0.03% | 2025-12-31 |
| 38 | Root Financial Partners, LLC | 1,356 | $82.1K | 0.03% | 2025-12-31 |
| 39 | CNB Bank | 1,059 | $64.1K | 0.02% | 2025-12-31 |
| 40 | MORGAN STANLEY | 385 | $23.3K | 0.00% | 2025-12-31 |
| 41 | WELLS FARGO & COMPANY/MN | 210 | $12.7K | 0.00% | 2025-12-31 |
| 42 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 87 | $5.3K | 0.00% | 2025-12-31 |
| 43 | R. W. Roge & Company, Inc. | 86,288 | $5.2K | 2.17% | 2025-12-31 |
| 44 | FLOW TRADERS U.S. LLC | 27,834 | $1.7K | 0.70% | 2025-12-31 |
| 45 | UBS Group AG | 22 | $1.2K | 0.00% | 2025-09-30 |
| 46 | SOL Capital Management CO | 13,330 | $807 | 0.33% | 2025-12-31 |
| 47 | COMMONWEALTH EQUITY SERVICES, LLC | 5,778 | $327 | 0.14% | 2025-09-30 |
| 48 | CWM, LLC | 2,347 | $142 | 0.05% | 2025-12-31 |
| 49 | Cloud Capital Management, LLC | 632 | $34 | 0.01% | 2025-09-30 |
| 50 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |