CUSIP 25434V575
DIMENSIONAL ETF TRUST
136 institutions · $961.4M total · 18,522,386 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Apella Capital, LLC | 1,935,630 | $101.9M | 10.45% | 2025-12-31 |
| 2 | Planning Center, Inc. | 1,475,798 | $77.7M | 7.96% | 2025-12-31 |
| 3 | Hill Investment Group Partners, LLC | 974,270 | $51.3M | 5.25% | 2025-12-31 |
| 4 | Savant Capital, LLC | 694,290 | $36.5M | 3.74% | 2025-12-31 |
| 5 | Alpha Financial Advisors, LLC | 657,637 | $34.6M | 3.55% | 2025-12-31 |
| 6 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 651,724 | $34.3M | 3.51% | 2025-12-31 |
| 7 | Elser Financial Planning, Inc | 635,207 | $33.4M | 3.42% | 2025-12-31 |
| 8 | United Wealth Management, LLC | 630,878 | $33.2M | 3.40% | 2025-12-31 |
| 9 | Private Wealth Management Group, LLC | 578,176 | $30.4M | 3.12% | 2025-12-31 |
| 10 | HighTower Advisors, LLC | 452,509 | $23.8M | 2.44% | 2025-12-31 |
| 11 | Verisail Partners, LLC | 416,981 | $21.9M | 2.25% | 2025-12-31 |
| 12 | Guardian Wealth Management, LLC | 390,548 | $20.6M | 2.10% | 2025-12-31 |
| 13 | LIBERTY WEALTH MANAGEMENT LLC | 367,041 | $19.3M | 1.98% | 2025-12-31 |
| 14 | Mattern Wealth Management LLC | 349,900 | $18.4M | 1.88% | 2025-12-31 |
| 15 | Equita Financial Network, Inc. | 331,640 | $17.5M | 1.79% | 2025-12-31 |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 330,112 | $17.4M | 1.78% | 2025-12-31 |
| 17 | Private Advisor Group, LLC | 299,794 | $15.8M | 1.61% | 2025-12-31 |
| 18 | Oakwell Private Wealth Management, LLC | 292,994 | $15.4M | 1.58% | 2025-12-31 |
| 19 | GeoWealth Management, LLC | 278,535 | $14.7M | 1.50% | 2025-12-31 |
| 20 | ASSETMARK, INC | 274,055 | $14.4M | 1.47% | 2025-12-31 |
| 21 | Shotwell Rutter Baer Inc | 253,422 | $13.4M | 1.36% | 2025-12-31 |
| 22 | INTEGRITY ALLIANCE, LLC. | 253,845 | $13.4M | 1.37% | 2025-12-31 |
| 23 | Vestmark Advisory Solutions, Inc. | 250,831 | $13.2M | 1.35% | 2025-12-31 |
| 24 | Vermillion Wealth Management, Inc. | 247,016 | $13.0M | 1.33% | 2025-12-31 |
| 25 | SageOak Financial, LLC | 233,602 | $12.3M | 1.26% | 2025-12-31 |
| 26 | Babb Wealth Advisors LLC | 217,066 | $11.4M | 1.17% | 2025-12-31 |
| 27 | Strathmore Capital Advisors, Inc. | 216,470 | $11.4M | 1.16% | 2025-12-31 |
| 28 | BANK OF AMERICA CORP /DE/ | 214,971 | $11.3M | 1.16% | 2025-12-31 |
| 29 | Yardley Wealth Management LLC | 209,687 | $11.0M | 1.13% | 2025-12-31 |
| 30 | Johnson Wealth Management, LLC | 194,222 | $10.2M | 1.04% | 2025-12-31 |
| 31 | JANE STREET GROUP, LLC | 173,574 | $9.1M | 0.93% | 2025-12-31 |
| 32 | HFM Investment Advisors, LLC | 170,020 | $8.9M | 0.91% | 2025-12-31 |
| 33 | Resources Investment Advisors, LLC. | 169,284 | $8.9M | 0.91% | 2025-12-31 |
| 34 | Kestra Investment Management, LLC | 162,276 | $8.5M | 0.87% | 2025-12-31 |
| 35 | Fundamentun, LLC | 161,308 | $8.5M | 0.87% | 2025-12-31 |
| 36 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 157,261 | $8.3M | 0.84% | 2025-12-31 |
| 37 | Integrity Advisory Solutions, LLC | 156,329 | $8.2M | 0.84% | 2025-12-31 |
| 38 | E6 Portfolios, LLC | 133,190 | $7.0M | 0.71% | 2025-12-31 |
| 39 | Mariner, LLC | 119,729 | $6.3M | 0.64% | 2025-12-31 |
| 40 | Torren Management, LLC | 111,055 | $5.8M | 0.59% | 2025-12-31 |
| 41 | DiNuzzo Private Wealth, Inc. | 107,461 | $5.7M | 0.58% | 2025-12-31 |
| 42 | Sterling Wealth Management, Inc. | 101,418 | $5.3M | 0.54% | 2025-12-31 |
| 43 | Vantage Point Financial LLC | 95,124 | $5.0M | 0.51% | 2025-12-31 |
| 44 | W.H. Cornerstone Investments Inc. | 92,786 | $4.9M | 0.50% | 2025-12-31 |
| 45 | AlphaStar Capital Management, LLC | 91,123 | $4.8M | 0.49% | 2025-12-31 |
| 46 | SILVER OAK WEALTH ADVISORS SERVICES, LLC | 84,941 | $4.5M | 0.45% | 2025-12-31 |
| 47 | HEFFERNAN ADVISORY, INC | 83,050 | $4.4M | 0.44% | 2025-12-31 |
| 48 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 80,447 | $4.2M | 0.43% | 2025-12-31 |
| 49 | Brinker Capital Investments, LLC | 77,262 | $4.1M | 0.41% | 2025-12-31 |
| 50 | RAYMOND JAMES FINANCIAL INC | 76,297 | $4.0M | 0.41% | 2025-12-31 |
| 51 | Porter White Investment Advisors, Inc. | 73,666 | $3.9M | 0.39% | 2025-12-31 |
| 52 | COMMONWEALTH EQUITY SERVICES, LLC | 69,034 | $3.6M | 0.37% | 2025-12-31 |
| 53 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 60,342 | $3.2M | 0.32% | 2025-12-31 |
| 54 | McCartney Wealth Management LLC | 58,943 | $3.1M | 0.31% | 2025-12-31 |
| 55 | Note Advisors, LLC | 58,437 | $3.1M | 0.31% | 2025-12-31 |
| 56 | EverSource Wealth Advisors, LLC | 58,481 | $3.1M | 0.31% | 2025-12-31 |
| 57 | Farther Finance Advisors, LLC | 49,470 | $2.6M | 0.26% | 2025-12-31 |
| 58 | TRUIST FINANCIAL CORP | 48,108 | $2.5M | 0.25% | 2025-12-31 |
| 59 | Austin Private Wealth, LLC | 47,702 | $2.5M | 0.25% | 2025-12-31 |
| 60 | PW ADVISORS, LLC \ FL | 47,090 | $2.5M | 0.25% | 2025-12-31 |
| 61 | Sowell Financial Services LLC | 46,865 | $2.5M | 0.25% | 2025-12-31 |
| 62 | Simplicity Wealth,LLC | 44,660 | $2.4M | 0.24% | 2025-12-31 |
| 63 | Cogent Private Wealth, Inc. | 44,119 | $2.3M | 0.23% | 2025-12-31 |
| 64 | Beacon Pointe Advisors, LLC | 42,779 | $2.3M | 0.23% | 2025-12-31 |
| 65 | LPL Financial LLC | 41,059 | $2.2M | 0.22% | 2025-12-31 |
| 66 | TABLEAUX LLC | 143,206 | $2.1M | 0.77% | 2025-12-31 |
| 67 | Vested Financial Planning, LLC | 40,369 | $2.1M | 0.21% | 2025-12-31 |
| 68 | Donalies Financial Planning, LLC | 40,112 | $2.1M | 0.21% | 2025-12-31 |
| 69 | Kestra Advisory Services, LLC | 37,102 | $2.0M | 0.20% | 2025-12-31 |
| 70 | Foundations Investment Advisors, LLC | 36,298 | $1.9M | 0.19% | 2025-12-31 |
| 71 | AssuredPartners Investment Advisors, LLC | 32,765 | $1.7M | 0.17% | 2025-12-31 |
| 72 | Wealth Advisors Northwest LLC | 30,139 | $1.6M | 0.16% | 2025-12-31 |
| 73 | CITADEL ADVISORS LLC | 27,165 | $1.4M | 0.14% | 2025-12-31 |
| 74 | ADVISOR GROUP HOLDINGS, INC. | 26,522 | $1.4M | 0.14% | 2025-12-31 |
| 75 | Index Fund Advisors, Inc. | 25,734 | $1.4M | 0.13% | 2025-12-31 |
| 76 | GREENWOOD CAPITAL ASSOCIATES LLC | 25,711 | $1.4M | 0.13% | 2025-12-31 |
| 77 | Smartleaf Asset Management LLC | 25,662 | $1.4M | 0.13% | 2025-12-31 |
| 78 | Foundry Financial LLC | 24,449 | $1.3M | 0.13% | 2025-12-31 |
| 79 | Signal Advisors Wealth, LLC | 19,100 | $1.0M | 0.10% | 2025-12-31 |
| 80 | BWM Planning, LLC | 17,628 | $927.9K | 0.09% | 2025-12-31 |
| 81 | CreativeOne Wealth, LLC | 16,170 | $851.1K | 0.08% | 2025-12-31 |
| 82 | LAM GROUP, INC. | 14,130 | $743.7K | 0.07% | 2025-12-31 |
| 83 | REAP Financial Group, LLC | 13,885 | $730.8K | 0.07% | 2025-12-31 |
| 84 | Dynamic Advisor Solutions LLC | 12,541 | $660.1K | 0.06% | 2025-12-31 |
| 85 | Ashton Thomas Private Wealth, LLC | 11,778 | $619.9K | 0.06% | 2025-12-31 |
| 86 | Envestnet Portfolio Solutions, Inc. | 11,436 | $601.9K | 0.06% | 2025-12-31 |
| 87 | CLUNE & ASSOCIATES, LTD. | 11,182 | $588.6K | 0.06% | 2025-12-31 |
| 88 | Stewardship Advisors, LLC | 11,048 | $581.5K | 0.05% | 2025-12-31 |
| 89 | CITIGROUP INC | 10,907 | $574.1K | 0.05% | 2025-12-31 |
| 90 | Quadrature Capital Ltd | 10,330 | $543.7K | 0.05% | 2025-12-31 |
| 91 | MGO ONE SEVEN LLC | 9,801 | $515.9K | 0.05% | 2025-12-31 |
| 92 | Werba Rubin Papier Wealth Management | 9,603 | $505.4K | 0.05% | 2025-12-31 |
| 93 | Triad Wealth Partners, LLC | 9,140 | $481.1K | 0.04% | 2025-12-31 |
| 94 | Integrated Wealth Concepts LLC | 8,861 | $466.4K | 0.04% | 2025-12-31 |
| 95 | Geneos Wealth Management Inc. | 8,375 | $440.9K | 0.04% | 2025-12-31 |
| 96 | Physician Wealth Solutions Inc. | 8,200 | $431.6K | 0.04% | 2025-12-31 |
| 97 | Aspire Private Capital, LLC | 8,040 | $423.2K | 0.04% | 2025-12-31 |
| 98 | IFP Advisors, Inc | 7,731 | $417.1K | 0.04% | 2025-12-31 |
| 99 | Tillman Hartley LLC | 7,300 | $384.2K | 0.03% | 2025-12-31 |
| 100 | MB Generational Wealth, LLC | 6,550 | $344.8K | 0.03% | 2025-12-31 |
| 101 | Oceanside Advisors LLC | 5,901 | $310.6K | 0.03% | 2025-12-31 |
| 102 | Acorn Wealth Advisors, LLC | 5,625 | $296.1K | 0.03% | 2025-12-31 |
| 103 | MML INVESTORS SERVICES, LLC | 5,522 | $290.7K | 0.02% | 2025-12-31 |
| 104 | FOUNDERS FINANCIAL SECURITIES LLC | 5,226 | $275.1K | 0.02% | 2025-12-31 |
| 105 | XY Planning Network, Inc. | 5,029 | $264.7K | 0.02% | 2025-12-31 |
| 106 | VICTORY FINANCIAL GROUP, LLC | 4,990 | $262.6K | 0.02% | 2025-12-31 |
| 107 | Stirlingshire Investments, Inc. | 4,928 | $259.4K | 0.02% | 2025-12-31 |
| 108 | Buckingham Strategic Partners | 4,821 | $253.8K | 0.02% | 2025-12-31 |
| 109 | SILVER OAK SECURITIES, INCORPORATED | 4,791 | $252.5K | 0.02% | 2025-12-31 |
| 110 | WEALTHSPAN PARTNERS, LLC | 4,783 | $251.8K | 0.02% | 2025-12-31 |
| 111 | MARIPAU WEALTH MANAGEMENT LLC | 4,625 | $243.4K | 0.02% | 2025-12-31 |
| 112 | Advyzon Investment Management, LLC | 4,614 | $242.8K | 0.02% | 2025-12-31 |
| 113 | GRAND WEALTH MANAGEMENT, LLC | 4,551 | $239.5K | 0.02% | 2025-12-31 |
| 114 | Merit Financial Group, LLC | 4,426 | $233.0K | 0.02% | 2025-12-31 |
| 115 | Washington Trust Advisors, Inc. | 4,420 | $232.7K | 0.02% | 2025-12-31 |
| 116 | Level Financial Advisors, Inc. | 4,288 | $225.7K | 0.02% | 2025-12-31 |
| 117 | Helen Stephens Group, LLC | 4,149 | $218.4K | 0.02% | 2025-12-31 |
| 118 | TCFG WEALTH MANAGEMENT, LLC | 3,900 | $205.3K | 0.02% | 2025-12-31 |
| 119 | Kane Co Wealth Management, Inc. | 3,825 | $201.3K | 0.02% | 2025-12-31 |
| 120 | Millstone Evans Group, LLC | 2,675 | $140.8K | 0.01% | 2025-12-31 |
| 121 | Cornerstone Wealth Partners, LLC | 2,513 | $132.3K | 0.01% | 2025-12-31 |
| 122 | Concord Wealth Partners | 2,200 | $115.8K | 0.01% | 2025-12-31 |
| 123 | Clarity Asset Management, Inc. | 1,710 | $90.0K | 0.00% | 2025-12-31 |
| 124 | AE Wealth Management LLC | 1,380 | $72.6K | 0.00% | 2025-12-31 |
| 125 | Royal Bank of Canada | 715 | $38.0K | 0.00% | 2025-12-31 |
| 126 | MORGAN STANLEY | 697 | $36.7K | 0.00% | 2025-12-31 |
| 127 | PRIVATE TRUST CO NA | 325 | $17.1K | 0.00% | 2025-12-31 |
| 128 | HHM Wealth Advisors, LLC | 294 | $15.5K | 0.00% | 2025-12-31 |
| 129 | Kilter Group LLC | 238 | $12.8K | 0.00% | 2025-12-31 |
| 130 | UBS Group AG | 170 | $8.9K | 0.00% | 2025-12-31 |
| 131 | SRS Capital Advisors, Inc. | 129 | $6.8K | 0.00% | 2025-12-31 |
| 132 | HARBOUR INVESTMENTS, INC. | 108 | $5.7K | 0.00% | 2025-12-31 |
| 133 | Betterment LLC | 93,159 | $4.9K | 0.50% | 2025-12-31 |
| 134 | WELLS FARGO & COMPANY/MN | 89 | $4.7K | 0.00% | 2025-12-31 |
| 135 | Cambridge Investment Research Advisors, Inc. | 36,048 | $1.9K | 0.19% | 2025-12-31 |
| 136 | Thrivent Financial for Lutherans | 27,011 | $1.4K | 0.14% | 2025-12-31 |