CUSIP 25434V559
DIMENSIONAL ETF TRUST
61 institutions · $226.3M total · 5,207,473 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Tencap Wealth Coaching, LLC | 1,183,364 | $70.8M | 22.72% | 2025-12-31 |
| 2 | Beacon Pointe Advisors, LLC | 684,311 | $40.9M | 13.14% | 2025-12-31 |
| 3 | FMB WEALTH MANAGEMENT | 328,843 | $19.7M | 6.31% | 2025-12-31 |
| 4 | RFG Advisory, LLC | 256,788 | $15.4M | 4.93% | 2025-12-31 |
| 5 | American Trust | 251,780 | $15.1M | 4.83% | 2025-12-31 |
| 6 | Pure Financial Advisors, LLC | 199,595 | $11.9M | 3.83% | 2025-12-31 |
| 7 | LVZ, Inc. | 92,388 | $5.5M | 1.77% | 2025-12-31 |
| 8 | MML INVESTORS SERVICES, LLC | 89,863 | $5.4M | 1.72% | 2025-12-31 |
| 9 | Schubert & Co | 79,682 | $4.8M | 1.53% | 2025-12-31 |
| 10 | STAGE HARBOR FINANCIAL, LLC | 63,875 | $3.8M | 1.22% | 2025-12-31 |
| 11 | Financial Harvest, LLC | 62,461 | $3.7M | 1.19% | 2025-12-31 |
| 12 | ASSETMARK, INC | 59,706 | $3.6M | 1.14% | 2025-12-31 |
| 13 | Private Advisor Group, LLC | 50,373 | $3.0M | 0.96% | 2025-12-31 |
| 14 | DIMENSIONAL FUND ADVISORS LP | 45,000 | $2.7M | 0.86% | 2025-12-31 |
| 15 | Versant Capital Management, Inc | 37,794 | $2.3M | 0.72% | 2025-12-31 |
| 16 | Rockwood Wealth Management, LLC | 27,111 | $1.6M | 0.52% | 2025-12-31 |
| 17 | VanderPol Investments L.L.C. | 22,377 | $1.3M | 0.42% | 2025-12-31 |
| 18 | BIP Wealth, LLC | 22,304 | $1.3M | 0.42% | 2025-12-31 |
| 19 | CreativeOne Wealth, LLC | 18,657 | $1.1M | 0.35% | 2025-12-31 |
| 20 | SwitchPoint Financial Planning, LLC | 15,740 | $940.9K | 0.30% | 2025-12-31 |
| 21 | Applied Capital LLC | 15,166 | $906.6K | 0.29% | 2025-12-31 |
| 22 | Evanson Asset Management, LLC | 14,112 | $843.6K | 0.27% | 2025-12-31 |
| 23 | Financial Plan, Inc. | 12,845 | $767.9K | 0.24% | 2025-12-31 |
| 24 | VISTA CAPITAL PARTNERS, INC. | 12,639 | $755.6K | 0.24% | 2025-12-31 |
| 25 | Archvest Wealth Advisors, Inc. | 12,588 | $752.5K | 0.24% | 2025-12-31 |
| 26 | Financial Symmetry Inc | 11,609 | $694.0K | 0.22% | 2025-12-31 |
| 27 | Apella Capital, LLC | 10,030 | $599.6K | 0.19% | 2025-12-31 |
| 28 | VESTIA PERSONAL WEALTH ADVISORS | 8,911 | $551.7K | 0.17% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 8,713 | $509.2K | 0.16% | 2025-09-30 |
| 30 | BCO Wealth Management LLC | 8,118 | $485.3K | 0.15% | 2025-12-31 |
| 31 | MONOGRAPH WEALTH ADVISORS, LLC | 9,520 | $478.4K | 0.18% | 2025-03-31 |
| 32 | JANE STREET GROUP, LLC | 9,344 | $469.6K | 0.17% | 2025-03-31 |
| 33 | American Investment Services, Inc. | 8,370 | $420.6K | 0.16% | 2025-03-31 |
| 34 | NWAM LLC | 5,836 | $362.6K | 0.11% | 2025-12-31 |
| 35 | Live Oak Private Wealth LLC | 5,985 | $357.8K | 0.11% | 2025-12-31 |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 5,776 | $345.3K | 0.11% | 2025-12-31 |
| 37 | Daytona Street Capital LLC | 6,644 | $309.5K | 0.12% | 2025-12-31 |
| 38 | Signature Resources Capital Management, LLC | 4,664 | $278.8K | 0.08% | 2025-12-31 |
| 39 | Monument Group Wealth Advisors, LLC | 4,521 | $270.3K | 0.08% | 2025-12-31 |
| 40 | WorthPointe, LLC | 3,900 | $233.1K | 0.07% | 2025-12-31 |
| 41 | 25 LLC | 3,741 | $223.7K | 0.07% | 2025-12-31 |
| 42 | TIAA TRUST, NATIONAL ASSOCIATION | 3,458 | $206.7K | 0.06% | 2025-12-31 |
| 43 | ADVISOR GROUP HOLDINGS, INC. | 3,028 | $176.9K | 0.05% | 2025-09-30 |
| 44 | Farther Finance Advisors, LLC | 1,800 | $107.6K | 0.03% | 2025-12-31 |
| 45 | WELLS FARGO & COMPANY/MN | 1,759 | $95.4K | 0.03% | 2025-06-30 |
| 46 | JONES FINANCIAL COMPANIES LLLP | 1,523 | $82.3K | 0.02% | 2025-06-30 |
| 47 | AE Wealth Management LLC | 1,452 | $78.7K | 0.02% | 2025-06-30 |
| 48 | BCR Wealth Strategies, LLC | 743,114 | $44.4K | 14.27% | 2025-12-31 |
| 49 | Hemington Wealth Management | 674,841 | $39.4K | 12.95% | 2025-09-30 |
| 50 | WINNOW WEALTH LLC | 497 | $29.8K | 0.00% | 2025-12-31 |
| 51 | LRI Investments, LLC | 228 | $13.6K | 0.00% | 2025-12-31 |
| 52 | Glass Jacobson Investment Advisors llc | 226 | $13.5K | 0.00% | 2025-12-31 |
| 53 | CARDIFF PARK ADVISORS, LLC | 177 | $10.3K | 0.00% | 2025-09-30 |
| 54 | Global Retirement Partners, LLC | 164 | $9.8K | 0.00% | 2025-12-31 |
| 55 | UBS Group AG | 64 | $3.2K | 0.00% | 2025-03-31 |
| 56 | MPWM ADVISORY SOLUTIONS, LLC | 42 | $2.5K | 0.00% | 2025-12-31 |
| 57 | TRUST CO OF VERMONT | 24 | $1.4K | 0.00% | 2025-09-30 |
| 58 | BLAIR WILLIAM & CO/IL | 17 | $1.0K | 0.00% | 2025-12-31 |
| 59 | Capital Investment Advisory Services, LLC | 5 | $299 | 0.00% | 2025-12-31 |
| 60 | CWM, LLC | 10 | $1 | 0.00% | 2025-12-31 |
| 61 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |