CUSIP 25434V567
DIMENSIONAL ETF TRUST
125 institutions · $623.5M total · 11,824,036 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Vestmark Advisory Solutions, Inc. | 1,538,407 | $83.4M | 13.01% | 2025-12-31 |
| 2 | Integrity Advisory Solutions, LLC | 1,010,567 | $54.8M | 8.54% | 2025-12-31 |
| 3 | BANK OF AMERICA CORP /DE/ | 907,206 | $49.2M | 7.67% | 2025-12-31 |
| 4 | Mach-1 Financial Group, LLC | 865,505 | $48.0M | 7.31% | 2025-09-30 |
| 5 | INTEGRITY ALLIANCE, LLC. | 785,250 | $42.6M | 6.64% | 2025-12-31 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 728,191 | $39.5M | 6.15% | 2025-12-31 |
| 7 | Three Arch Wealth Management LLC | 550,098 | $29.8M | 4.65% | 2025-12-31 |
| 8 | Tencap Wealth Coaching, LLC | 432,261 | $23.5M | 3.65% | 2025-12-31 |
| 9 | DiNuzzo Private Wealth, Inc. | 329,297 | $17.9M | 2.78% | 2025-12-31 |
| 10 | OneDigital Investment Advisors LLC | 271,403 | $14.7M | 2.29% | 2025-12-31 |
| 11 | RFG Advisory, LLC | 260,250 | $14.1M | 2.20% | 2025-12-31 |
| 12 | Mattern Wealth Management LLC | 247,863 | $13.4M | 2.09% | 2025-12-31 |
| 13 | DRAVO BAY LLC | 241,207 | $13.1M | 2.03% | 2025-12-31 |
| 14 | Wealth Advisors Northwest LLC | 224,460 | $12.2M | 1.89% | 2025-12-31 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 210,487 | $11.4M | 1.78% | 2025-12-31 |
| 16 | NewEdge Advisors, LLC | 186,497 | $10.1M | 1.57% | 2025-12-31 |
| 17 | Integrated Wealth Concepts LLC | 166,291 | $9.0M | 1.40% | 2025-12-31 |
| 18 | APS Management Group, Inc. | 130,026 | $7.1M | 1.09% | 2025-12-31 |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 128,861 | $7.0M | 1.08% | 2025-12-31 |
| 20 | Dynamic Advisor Solutions LLC | 126,889 | $6.9M | 1.07% | 2025-12-31 |
| 21 | SageOak Financial, LLC | 124,996 | $6.8M | 1.05% | 2025-12-31 |
| 22 | Allworth Financial LP | 124,966 | $6.8M | 1.05% | 2025-12-31 |
| 23 | Kestra Investment Management, LLC | 112,523 | $6.1M | 0.95% | 2025-12-31 |
| 24 | Kestra Advisory Services, LLC | 110,074 | $6.0M | 0.93% | 2025-12-31 |
| 25 | Vantage Point Financial LLC | 95,749 | $5.2M | 0.80% | 2025-12-31 |
| 26 | Orion Porfolio Solutions, LLC | 73,016 | $4.0M | 0.61% | 2025-12-31 |
| 27 | TRUIST FINANCIAL CORP | 62,485 | $3.4M | 0.52% | 2025-12-31 |
| 28 | Orion Portfolio Solutions, LLC | 64,425 | $3.4M | 0.54% | 2025-03-31 |
| 29 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 50,585 | $2.7M | 0.42% | 2025-12-31 |
| 30 | TCFG WEALTH MANAGEMENT, LLC | 49,710 | $2.7M | 0.42% | 2025-12-31 |
| 31 | Foundry Financial LLC | 49,135 | $2.7M | 0.41% | 2025-12-31 |
| 32 | Cogent Private Wealth, Inc. | 47,773 | $2.6M | 0.40% | 2025-12-31 |
| 33 | Stratos Investment Management, LLC | 46,929 | $2.5M | 0.39% | 2025-12-31 |
| 34 | Meredith Wealth Planning | 46,796 | $2.5M | 0.39% | 2025-12-31 |
| 35 | LPL Financial LLC | 43,247 | $2.3M | 0.36% | 2025-12-31 |
| 36 | HEFFERNAN ADVISORY, INC | 42,082 | $2.3M | 0.35% | 2025-12-31 |
| 37 | Austin Private Wealth, LLC | 41,617 | $2.3M | 0.35% | 2025-12-31 |
| 38 | EverSource Wealth Advisors, LLC | 38,371 | $2.1M | 0.32% | 2025-12-31 |
| 39 | Foundations Investment Advisors, LLC | 38,288 | $2.1M | 0.32% | 2025-12-31 |
| 40 | Sowell Financial Services LLC | 37,803 | $2.1M | 0.31% | 2025-12-31 |
| 41 | Farther Finance Advisors, LLC | 35,505 | $1.9M | 0.30% | 2025-12-31 |
| 42 | GREAT VALLEY ADVISOR GROUP, INC. | 30,321 | $1.6M | 0.25% | 2025-12-31 |
| 43 | Simplicity Wealth,LLC | 29,449 | $1.6M | 0.24% | 2025-12-31 |
| 44 | Two West Capital Advisors LLC | 28,341 | $1.5M | 0.23% | 2025-12-31 |
| 45 | Smartleaf Asset Management LLC | 27,926 | $1.5M | 0.23% | 2025-12-31 |
| 46 | PFG Advisors | 27,535 | $1.5M | 0.23% | 2025-12-31 |
| 47 | CITIGROUP INC | 27,104 | $1.5M | 0.22% | 2025-12-31 |
| 48 | JANE STREET GROUP, LLC | 26,166 | $1.4M | 0.22% | 2025-12-31 |
| 49 | Index Fund Advisors, Inc. | 24,964 | $1.4M | 0.21% | 2025-12-31 |
| 50 | Excelsior Advisor Network LLC | 24,872 | $1.3M | 0.21% | 2025-12-31 |
| 51 | Copperleaf Capital, LLC | 23,693 | $1.3M | 0.20% | 2025-09-30 |
| 52 | CYPRESS FINANCIAL PLANNING LLC | 23,814 | $1.3M | 0.20% | 2025-12-31 |
| 53 | Porter White Investment Advisors, Inc. | 22,593 | $1.2M | 0.19% | 2025-12-31 |
| 54 | OSAIC HOLDINGS, INC. | 22,358 | $1.2M | 0.18% | 2025-12-31 |
| 55 | Brookstone Capital Management | 21,202 | $1.1M | 0.17% | 2025-12-31 |
| 56 | CW Advisors, LLC | 19,868 | $1.1M | 0.16% | 2025-06-30 |
| 57 | CreativeOne Wealth, LLC | 19,806 | $1.1M | 0.16% | 2025-12-31 |
| 58 | AXXCESS WEALTH MANAGEMENT, LLC | 19,699 | $1.1M | 0.16% | 2025-12-31 |
| 59 | MASTER'S WEALTH MANAGEMENT INC. | 19,596 | $1.1M | 0.16% | 2025-12-31 |
| 60 | Daner Wealth Management, LLC | 17,089 | $937.3K | 0.14% | 2025-12-31 |
| 61 | GeoWealth Management, LLC | 16,739 | $907.9K | 0.14% | 2025-12-31 |
| 62 | Elwood & Goetz Wealth Advisory Group, LLC | 15,643 | $867.4K | 0.13% | 2025-09-30 |
| 63 | Balance Wealth, LLC | 14,636 | $778.2K | 0.12% | 2025-03-31 |
| 64 | FIRETHORN WEALTH PARTNERS, LLC | 14,264 | $773.6K | 0.12% | 2025-12-31 |
| 65 | OLD MISSION CAPITAL LLC | 12,821 | $710.9K | 0.10% | 2025-09-30 |
| 66 | Triad Wealth Partners, LLC | 13,060 | $708.4K | 0.11% | 2025-12-31 |
| 67 | Diversify Advisory Services, LLC | 11,877 | $646.9K | 0.10% | 2025-12-31 |
| 68 | Ashton Thomas Private Wealth, LLC | 10,937 | $593.2K | 0.09% | 2025-12-31 |
| 69 | Savvy Advisors, Inc. | 10,469 | $567.8K | 0.08% | 2025-12-31 |
| 70 | Werba Rubin Papier Wealth Management | 10,160 | $551.0K | 0.08% | 2025-12-31 |
| 71 | CITADEL ADVISORS LLC | 9,914 | $537.7K | 0.08% | 2025-12-31 |
| 72 | RCS Financial Planning, LLC | 9,730 | $527.8K | 0.08% | 2025-12-31 |
| 73 | Beacon Pointe Advisors, LLC | 9,564 | $518.7K | 0.08% | 2025-12-31 |
| 74 | Hershey Financial Advisers, LLC | 9,110 | $494.1K | 0.07% | 2025-12-31 |
| 75 | Aspire Private Capital, LLC | 8,987 | $487.4K | 0.07% | 2025-12-31 |
| 76 | Cetera Investment Advisers | 8,458 | $469.0K | 0.07% | 2025-09-30 |
| 77 | SILVER OAK SECURITIES, INCORPORATED | 8,246 | $448.4K | 0.06% | 2025-12-31 |
| 78 | SEI INVESTMENTS CO | 7,920 | $429.6K | 0.06% | 2025-12-31 |
| 79 | AE Wealth Management LLC | 7,478 | $405.6K | 0.06% | 2025-12-31 |
| 80 | Kane Co Wealth Management, Inc. | 7,300 | $395.9K | 0.06% | 2025-12-31 |
| 81 | XY Planning Network, Inc. | 6,759 | $366.6K | 0.05% | 2025-12-31 |
| 82 | Clarity Capital Advisors, LLC | 6,616 | $358.8K | 0.05% | 2025-12-31 |
| 83 | JPMORGAN CHASE & CO | 6,524 | $353.9K | 0.05% | 2025-12-31 |
| 84 | Abel Hall, LLC | 6,524 | $353.9K | 0.05% | 2025-12-31 |
| 85 | Concord Wealth Partners | 6,273 | $340.2K | 0.05% | 2025-12-31 |
| 86 | Strategic Wealth Partners, Ltd. | 6,135 | $340.2K | 0.05% | 2025-09-30 |
| 87 | MML INVESTORS SERVICES, LLC | 6,115 | $331.7K | 0.05% | 2025-12-31 |
| 88 | Focus Partners Advisor Solutions, LLC | 5,894 | $324.7K | 0.04% | 2025-09-30 |
| 89 | Merit Financial Group, LLC | 5,974 | $324.0K | 0.05% | 2025-12-31 |
| 90 | Geneos Wealth Management Inc. | 5,923 | $321.3K | 0.05% | 2025-12-31 |
| 91 | Williams & Novak, LLC | 5,787 | $313.9K | 0.04% | 2025-12-31 |
| 92 | Gradient Capital Advisors, LLC | 4,961 | $269.1K | 0.04% | 2025-12-31 |
| 93 | MGO ONE SEVEN LLC | 4,862 | $263.7K | 0.04% | 2025-12-31 |
| 94 | Stirlingshire Investments, Inc. | 4,766 | $258.5K | 0.04% | 2025-12-31 |
| 95 | AQR CAPITAL MANAGEMENT LLC | 4,577 | $248.2K | 0.03% | 2025-12-31 |
| 96 | Selective Wealth Management, Inc. | 4,302 | $234.7K | 0.03% | 2025-12-31 |
| 97 | WELLS FARGO & COMPANY/MN | 4,075 | $221.0K | 0.03% | 2025-12-31 |
| 98 | CARY STREET PARTNERS FINANCIAL LLC | 4,052 | $215.4K | 0.03% | 2025-03-31 |
| 99 | Pathstone Holdings, LLC | 3,942 | $213.8K | 0.03% | 2025-12-31 |
| 100 | EXCHANGE TRADED CONCEPTS, LLC | 2,557 | $138.7K | 0.02% | 2025-06-30 |
| 101 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,427 | $131.6K | 0.02% | 2025-12-31 |
| 102 | Millstone Evans Group, LLC | 1,992 | $108.0K | 0.01% | 2025-12-31 |
| 103 | JONES FINANCIAL COMPANIES LLLP | 1,871 | $101.1K | 0.01% | 2025-06-30 |
| 104 | Brooklyn Investment Group | 1,655 | $89.8K | 0.01% | 2025-06-30 |
| 105 | COMERICA BANK | 1,619 | $87.8K | 0.01% | 2025-12-31 |
| 106 | Washington Trust Advisors, Inc. | 1,370 | $74.3K | 0.01% | 2025-12-31 |
| 107 | RAYMOND JAMES FINANCIAL INC | 1,224 | $66.4K | 0.01% | 2025-06-30 |
| 108 | Strategic Investment Solutions, Inc. /IL | 1,165 | $63.2K | 0.00% | 2025-12-31 |
| 109 | ELEVATE WEALTH ADVISORY, INC | 1,116 | $60.5K | 0.00% | 2025-12-31 |
| 110 | IFP Advisors, Inc | 1,055 | $58.5K | 0.00% | 2025-12-31 |
| 111 | City State Bank | 1,000 | $54.2K | 0.00% | 2025-12-31 |
| 112 | ASSETMARK, INC | 351 | $19.0K | 0.00% | 2025-12-31 |
| 113 | 10Elms LLP | 350 | $18.6K | 0.00% | 2025-03-31 |
| 114 | Rialto Wealth Management, LLC | 242 | $13.1K | 0.00% | 2025-12-31 |
| 115 | MORGAN STANLEY | 229 | $12.7K | 0.00% | 2025-09-30 |
| 116 | Betterment LLC | 163,974 | $8.9K | 1.38% | 2025-12-31 |
| 117 | PARK AVENUE SECURITIES LLC | 70,814 | $3.9K | 0.59% | 2025-09-30 |
| 118 | Thrivent Financial for Lutherans | 52,624 | $2.9K | 0.44% | 2025-12-31 |
| 119 | Virtu Financial LLC | 40,812 | $2.2K | 0.34% | 2025-03-31 |
| 120 | Cambridge Investment Research Advisors, Inc. | 12,780 | $693 | 0.10% | 2025-12-31 |
| 121 | PINNEY & SCOFIELD, INC. | 10 | $533 | 0.00% | 2025-12-31 |
| 122 | USAdvisors Wealth Management, LLC | 6,857 | $371 | 0.05% | 2025-12-31 |
| 123 | CWM, LLC | 988 | $54 | 0.00% | 2025-12-31 |
| 124 | HAZLETT, BURT & WATSON, INC. | 93 | $5 | 0.00% | 2025-12-31 |
| 125 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |