CUSIP 25434V583
DIMENSIONAL ETF TRUST
182 institutions · $1.76B total · 34,467,087 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Forum Financial Management, LP | 5,715,164 | $309.0M | 16.58% | 2025-12-31 |
| 2 | MASECO LLP | 3,388,477 | $183.3M | 9.83% | 2025-12-31 |
| 3 | Symmetry Partners, LLC | 1,825,909 | $98.7M | 5.29% | 2025-12-31 |
| 4 | Beacon Pointe Advisors, LLC | 1,175,744 | $63.6M | 3.41% | 2025-12-31 |
| 5 | WPWealth LLP | 1,128,300 | $61.0M | 3.27% | 2025-12-31 |
| 6 | Jentner Corp | 1,094,132 | $59.6M | 3.17% | 2025-06-30 |
| 7 | Ruedi Wealth Management, Inc. | 918,918 | $49.7M | 2.66% | 2025-12-31 |
| 8 | PENOBSCOT WEALTH MANAGEMENT | 858,974 | $46.4M | 2.49% | 2025-12-31 |
| 9 | Vestmark Advisory Solutions, Inc. | 841,462 | $45.5M | 2.44% | 2025-12-31 |
| 10 | CURIO WEALTH, LLC | 762,441 | $41.3M | 2.21% | 2025-12-31 |
| 11 | Integrity Advisory Solutions, LLC | 696,564 | $37.7M | 2.02% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 648,726 | $35.1M | 1.88% | 2025-12-31 |
| 13 | BANK OF AMERICA CORP /DE/ | 631,708 | $34.2M | 1.83% | 2025-12-31 |
| 14 | Mach-1 Financial Group, LLC | 604,867 | $33.6M | 1.75% | 2025-09-30 |
| 15 | TCI Wealth Advisors, Inc. | 603,912 | $32.7M | 1.75% | 2025-12-31 |
| 16 | INTEGRITY ALLIANCE, LLC. | 566,175 | $30.6M | 1.64% | 2025-12-31 |
| 17 | MilWealth Group LLC | 497,757 | $26.9M | 1.44% | 2025-12-31 |
| 18 | DiNuzzo Private Wealth, Inc. | 436,497 | $23.6M | 1.26% | 2025-12-31 |
| 19 | Straight Path Wealth Management | 435,642 | $23.6M | 1.26% | 2025-12-31 |
| 20 | Beaird Harris Wealth Management, LLC | 427,954 | $23.1M | 1.24% | 2025-12-31 |
| 21 | RFG Advisory, LLC | 419,044 | $22.7M | 1.21% | 2025-12-31 |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 374,081 | $20.2M | 1.08% | 2025-12-31 |
| 23 | United Wealth Management, LLC | 370,008 | $20.0M | 1.07% | 2025-12-31 |
| 24 | Wealth Advisors Northwest LLC | 294,929 | $15.9M | 0.85% | 2025-12-31 |
| 25 | Quantum Financial Advisors, LLC | 291,229 | $15.7M | 0.84% | 2025-12-31 |
| 26 | Integrated Wealth Concepts LLC | 280,920 | $15.2M | 0.81% | 2025-12-31 |
| 27 | Midwest Heritage Bank, FSB | 271,104 | $14.7M | 0.78% | 2025-12-31 |
| 28 | TruNorth Capital Management, LLC | 270,401 | $14.6M | 0.78% | 2025-12-31 |
| 29 | CITADEL ADVISORS LLC | 244,060 | $13.6M | 0.70% | 2025-09-30 |
| 30 | MONETA GROUP INVESTMENT ADVISORS LLC | 248,717 | $13.4M | 0.72% | 2025-12-31 |
| 31 | JANE STREET GROUP, LLC | 242,004 | $13.1M | 0.70% | 2025-12-31 |
| 32 | Allworth Financial LP | 210,748 | $11.4M | 0.61% | 2025-12-31 |
| 33 | Wheels Up Wealth, Inc. | 209,179 | $11.3M | 0.60% | 2025-12-31 |
| 34 | Modera Wealth Management, LLC | 187,890 | $10.2M | 0.54% | 2025-12-31 |
| 35 | Dynamic Advisor Solutions LLC | 181,697 | $9.8M | 0.52% | 2025-12-31 |
| 36 | GeoWealth Management, LLC | 179,680 | $9.7M | 0.52% | 2025-12-31 |
| 37 | Archer Investment Management, LLC | 176,015 | $9.5M | 0.51% | 2025-12-31 |
| 38 | AE Wealth Management LLC | 166,135 | $9.0M | 0.48% | 2025-12-31 |
| 39 | STOLZ & ASSOCIATES, PS | 165,930 | $9.0M | 0.48% | 2025-12-31 |
| 40 | Gradient Capital Advisors, LLC | 164,336 | $8.9M | 0.47% | 2025-12-31 |
| 41 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 159,541 | $8.6M | 0.46% | 2025-12-31 |
| 42 | GRAND WEALTH MANAGEMENT, LLC | 156,694 | $8.5M | 0.45% | 2025-12-31 |
| 43 | Archford Capital Strategies, LLC | 151,395 | $8.2M | 0.43% | 2025-12-31 |
| 44 | Signature Resources Capital Management, LLC | 143,343 | $7.8M | 0.41% | 2025-12-31 |
| 45 | Savant Capital, LLC | 135,030 | $7.3M | 0.39% | 2025-12-31 |
| 46 | Kestra Advisory Services, LLC | 134,627 | $7.3M | 0.39% | 2025-12-31 |
| 47 | Meredith Wealth Planning | 132,039 | $7.1M | 0.38% | 2025-12-31 |
| 48 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 119,060 | $6.4M | 0.34% | 2025-12-31 |
| 49 | OneDigital Investment Advisors LLC | 118,008 | $6.4M | 0.34% | 2025-12-31 |
| 50 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 113,913 | $6.2M | 0.33% | 2025-12-31 |
| 51 | Mariner, LLC | 112,890 | $6.1M | 0.32% | 2025-12-31 |
| 52 | Kings Path Partners LLC | 97,076 | $5.3M | 0.28% | 2025-06-30 |
| 53 | Krilogy Financial LLC | 91,446 | $5.0M | 0.26% | 2025-12-31 |
| 54 | marrick wealth, LLC | 87,593 | $4.7M | 0.25% | 2025-12-31 |
| 55 | Wolfstich Capital, LLC | 87,222 | $4.7M | 0.25% | 2025-12-31 |
| 56 | Applied Capital LLC | 86,529 | $4.7M | 0.25% | 2025-12-31 |
| 57 | Farther Finance Advisors, LLC | 85,046 | $4.6M | 0.24% | 2025-12-31 |
| 58 | HFM Investment Advisors, LLC | 83,473 | $4.5M | 0.24% | 2025-12-31 |
| 59 | 55 North Private Wealth, LLC | 79,929 | $4.3M | 0.23% | 2025-12-31 |
| 60 | LPL Financial LLC | 75,933 | $4.1M | 0.22% | 2025-12-31 |
| 61 | City State Bank | 70,767 | $3.8M | 0.20% | 2025-12-31 |
| 62 | Foundry Financial LLC | 70,325 | $3.8M | 0.20% | 2025-12-31 |
| 63 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 68,636 | $3.7M | 0.19% | 2025-12-31 |
| 64 | International Private Wealth Advisors LLC | 67,287 | $3.6M | 0.19% | 2025-12-31 |
| 65 | MASTER'S WEALTH MANAGEMENT INC. | 63,993 | $3.5M | 0.18% | 2025-12-31 |
| 66 | NewEdge Advisors, LLC | 63,959 | $3.5M | 0.18% | 2025-12-31 |
| 67 | Merit Financial Group, LLC | 63,904 | $3.5M | 0.18% | 2025-12-31 |
| 68 | Acorn Wealth Advisors, LLC | 62,301 | $3.4M | 0.18% | 2025-12-31 |
| 69 | Disciplined Investors, L.L.C. | 62,057 | $3.4M | 0.18% | 2025-12-31 |
| 70 | Kestra Investment Management, LLC | 56,533 | $3.1M | 0.16% | 2025-12-31 |
| 71 | TRUIST FINANCIAL CORP | 55,224 | $3.0M | 0.16% | 2025-12-31 |
| 72 | SAX WEALTH ADVISORS, LLC | 55,008 | $3.0M | 0.15% | 2025-12-31 |
| 73 | Wealthcare Advisory Partners LLC | 54,356 | $2.9M | 0.15% | 2025-12-31 |
| 74 | JPMORGAN CHASE & CO | 50,569 | $2.7M | 0.14% | 2025-12-31 |
| 75 | Foster Group, Inc. | 48,043 | $2.6M | 0.13% | 2025-12-31 |
| 76 | PFG Advisors | 46,809 | $2.5M | 0.13% | 2025-12-31 |
| 77 | Abel Hall, LLC | 46,253 | $2.5M | 0.13% | 2025-12-31 |
| 78 | OSAIC HOLDINGS, INC. | 45,716 | $2.5M | 0.13% | 2025-12-31 |
| 79 | Austin Private Wealth, LLC | 40,950 | $2.2M | 0.11% | 2025-12-31 |
| 80 | CITIGROUP INC | 38,085 | $2.1M | 0.11% | 2025-12-31 |
| 81 | Two West Capital Advisors LLC | 35,915 | $1.9M | 0.10% | 2025-12-31 |
| 82 | XY Planning Network, Inc. | 35,768 | $1.9M | 0.10% | 2025-12-31 |
| 83 | FIRETHORN WEALTH PARTNERS, LLC | 35,417 | $1.9M | 0.10% | 2025-12-31 |
| 84 | American Investment Services, Inc. | 34,266 | $1.9M | 0.09% | 2025-12-31 |
| 85 | CreativeOne Wealth, LLC | 34,249 | $1.9M | 0.09% | 2025-12-31 |
| 86 | NWAM LLC | 32,792 | $1.8M | 0.09% | 2025-12-31 |
| 87 | Wise Wealth Partners | 30,603 | $1.7M | 0.08% | 2025-09-30 |
| 88 | MML INVESTORS SERVICES, LLC | 30,219 | $1.6M | 0.08% | 2025-12-31 |
| 89 | GOLDMAN SACHS GROUP INC | 25,326 | $1.4M | 0.07% | 2025-09-30 |
| 90 | Prime Capital Investment Advisors, LLC | 25,915 | $1.4M | 0.07% | 2025-12-31 |
| 91 | CW Advisors, LLC | 25,360 | $1.4M | 0.07% | 2025-06-30 |
| 92 | Keating Financial Advisory Services, Inc. | 23,636 | $1.3M | 0.06% | 2025-12-31 |
| 93 | Vantage Point Financial LLC | 22,666 | $1.2M | 0.06% | 2025-12-31 |
| 94 | GREAT VALLEY ADVISOR GROUP, INC. | 22,559 | $1.2M | 0.06% | 2025-12-31 |
| 95 | Kane Co Wealth Management, Inc. | 22,329 | $1.2M | 0.06% | 2025-12-31 |
| 96 | Excelsior Advisor Network LLC | 22,085 | $1.2M | 0.06% | 2025-12-31 |
| 97 | Parkwoods Wealth Partners, LLC | 21,743 | $1.2M | 0.06% | 2025-12-31 |
| 98 | Tandem Financial, LLC | 20,009 | $1.1M | 0.05% | 2025-09-30 |
| 99 | Triad Wealth Partners, LLC | 20,096 | $1.1M | 0.05% | 2025-12-31 |
| 100 | OLD MISSION CAPITAL LLC | 18,318 | $1.0M | 0.05% | 2025-09-30 |
| 101 | Equita Financial Network, Inc. | 18,306 | $989.8K | 0.05% | 2025-12-31 |
| 102 | MERCER GLOBAL ADVISORS INC /ADV | 17,213 | $930.7K | 0.04% | 2025-12-31 |
| 103 | Arkadios Wealth Advisors | 16,834 | $910.2K | 0.04% | 2025-12-31 |
| 104 | Vested Financial Planning, LLC | 16,541 | $894.4K | 0.04% | 2025-12-31 |
| 105 | Shearwater Capital LLC | 16,384 | $885.9K | 0.04% | 2025-12-31 |
| 106 | Apella Capital, LLC | 15,988 | $864.5K | 0.04% | 2025-12-31 |
| 107 | Brookstone Capital Management | 15,922 | $860.9K | 0.04% | 2025-12-31 |
| 108 | Aurelius Family Office LLC | 15,235 | $825.4K | 0.04% | 2025-12-31 |
| 109 | Faithward Advisors, LLC | 14,929 | $807.2K | 0.04% | 2025-12-31 |
| 110 | Diversify Advisory Services, LLC | 12,899 | $701.1K | 0.03% | 2025-12-31 |
| 111 | Alpha Financial Advisors, LLC | 12,721 | $687.8K | 0.03% | 2025-12-31 |
| 112 | Mutual Advisors, LLC | 12,613 | $682.0K | 0.03% | 2025-12-31 |
| 113 | Donalies Financial Planning, LLC | 9,889 | $534.7K | 0.02% | 2025-12-31 |
| 114 | Orion Porfolio Solutions, LLC | 8,882 | $480.3K | 0.02% | 2025-12-31 |
| 115 | Daner Wealth Management, LLC | 8,428 | $461.2K | 0.02% | 2025-12-31 |
| 116 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,456 | $458.5K | 0.02% | 2025-12-31 |
| 117 | Plancorp, LLC | 8,406 | $454.5K | 0.02% | 2025-12-31 |
| 118 | Private Advisor Group, LLC | 7,504 | $405.7K | 0.02% | 2025-12-31 |
| 119 | Savvy Advisors, Inc. | 7,144 | $386.3K | 0.02% | 2025-12-31 |
| 120 | Aegis Wealth Management LLC | 7,045 | $380.9K | 0.02% | 2025-12-31 |
| 121 | Focus Partners Advisor Solutions, LLC | 6,840 | $369.8K | 0.01% | 2025-12-31 |
| 122 | Clarity Capital Advisors, LLC | 6,594 | $356.5K | 0.01% | 2025-12-31 |
| 123 | Johnson Wealth Management, LLC | 6,585 | $356.1K | 0.01% | 2025-12-31 |
| 124 | Ameritas Advisory Services, LLC | 6,416 | $346.9K | 0.01% | 2025-12-31 |
| 125 | AlphaStar Capital Management, LLC | 6,104 | $339.2K | 0.01% | 2025-09-30 |
| 126 | SEI INVESTMENTS CO | 6,078 | $328.6K | 0.01% | 2025-12-31 |
| 127 | HighTower Advisors, LLC | 5,533 | $301.5K | 0.01% | 2025-06-30 |
| 128 | Pure Financial Advisors, LLC | 5,351 | $297.4K | 0.01% | 2025-09-30 |
| 129 | Vise Technologies, Inc. | 5,479 | $296.2K | 0.01% | 2025-12-31 |
| 130 | Main Street Financial Solutions, LLC | 5,308 | $289.2K | 0.01% | 2025-06-30 |
| 131 | Elwood & Goetz Wealth Advisory Group, LLC | 5,181 | $287.9K | 0.01% | 2025-09-30 |
| 132 | TOWNSQUARE CAPITAL LLC | 5,244 | $285.7K | 0.01% | 2025-06-30 |
| 133 | Timonier Family Office, LTD. | 5,243 | $283.5K | 0.01% | 2025-12-31 |
| 134 | Brooklyn Investment Group | 5,184 | $281.1K | 0.01% | 2025-12-31 |
| 135 | Spinnaker Investment Group, LLC | 5,127 | $277.2K | 0.01% | 2025-12-31 |
| 136 | Concord Wealth Partners | 5,101 | $275.8K | 0.01% | 2025-12-31 |
| 137 | SwitchPoint Financial Planning, LLC | 4,838 | $261.6K | 0.01% | 2025-12-31 |
| 138 | Helen Stephens Group, LLC | 4,640 | $252.9K | 0.01% | 2025-06-30 |
| 139 | Werba Rubin Papier Wealth Management | 4,569 | $247.1K | 0.01% | 2025-12-31 |
| 140 | Advyzon Investment Management, LLC | 4,489 | $242.7K | 0.01% | 2025-12-31 |
| 141 | Index Fund Advisors, Inc. | 4,465 | $241.4K | 0.01% | 2025-12-31 |
| 142 | Strategic Wealth Partners, Ltd. | 4,269 | $237.2K | 0.01% | 2025-09-30 |
| 143 | Creative Planning | 4,327 | $234.0K | 0.01% | 2025-12-31 |
| 144 | RCS Financial Planning, LLC | 4,196 | $233.2K | 0.01% | 2025-09-30 |
| 145 | Axis Wealth Partners, LLC | 4,237 | $229.1K | 0.01% | 2025-12-31 |
| 146 | Clearstead Advisors, LLC | 4,224 | $228.4K | 0.01% | 2025-12-31 |
| 147 | VICTORY FINANCIAL GROUP, LLC | 4,180 | $226.0K | 0.01% | 2025-12-31 |
| 148 | Rehmann Capital Advisory Group | 4,037 | $224.3K | 0.01% | 2025-09-30 |
| 149 | Aspire Private Capital, LLC | 3,843 | $209.4K | 0.01% | 2025-09-30 |
| 150 | TCFG WEALTH MANAGEMENT, LLC | 3,751 | $204.4K | 0.01% | 2025-06-30 |
| 151 | UBS Group AG | 3,086 | $171.5K | 0.00% | 2025-09-30 |
| 152 | JONES FINANCIAL COMPANIES LLLP | 1,966 | $106.9K | 0.00% | 2025-06-30 |
| 153 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,850 | $100.0K | 0.00% | 2025-12-31 |
| 154 | Trust Co | 1,600 | $86.5K | 0.00% | 2025-12-31 |
| 155 | WELLS FARGO & COMPANY/MN | 1,416 | $76.6K | 0.00% | 2025-12-31 |
| 156 | von Borstel & Associates, Inc. | 1,388,442 | $75.1K | 4.02% | 2025-12-31 |
| 157 | Private Wealth Management Group, LLC | 1,371 | $74.1K | 0.00% | 2025-12-31 |
| 158 | Royal Bank of Canada | 1,360 | $74.0K | 0.00% | 2025-12-31 |
| 159 | NATIONAL BANK OF CANADA /FI/ | 1,110 | $60.0K | 0.00% | 2025-12-31 |
| 160 | Physician Wealth Advisors, Inc. | 970 | $52.4K | 0.00% | 2025-12-31 |
| 161 | RHL GROUP, LLC | 828 | $44.8K | 0.00% | 2025-12-31 |
| 162 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 807 | $43.6K | 0.00% | 2025-12-31 |
| 163 | Quent Capital, LLC | 603 | $32.6K | 0.00% | 2025-12-31 |
| 164 | ELEVATE WEALTH ADVISORY, INC | 585 | $31.6K | 0.00% | 2025-12-31 |
| 165 | COMERICA BANK | 541 | $29.3K | 0.00% | 2025-12-31 |
| 166 | Root Financial Partners, LLC | 484 | $26.2K | 0.00% | 2025-12-31 |
| 167 | Torren Management, LLC | 410 | $22.1K | 0.00% | 2025-12-31 |
| 168 | FAS Wealth Partners, Inc. | 342 | $18.5K | 0.00% | 2025-12-31 |
| 169 | Nemes Rush Group LLC | 162 | $8.8K | 0.00% | 2025-12-31 |
| 170 | Betterment LLC | 141,867 | $7.7K | 0.41% | 2025-12-31 |
| 171 | PARK AVENUE SECURITIES LLC | 132,807 | $7.2K | 0.38% | 2025-12-31 |
| 172 | Larson Financial Group LLC | 110 | $5.9K | 0.00% | 2025-12-31 |
| 173 | Thrivent Financial for Lutherans | 99,312 | $5.4K | 0.28% | 2025-12-31 |
| 174 | One Degree Advisors Inc | 91,774 | $5.0K | 0.26% | 2025-12-31 |
| 175 | MORGAN STANLEY | 76 | $4.2K | 0.00% | 2025-09-30 |
| 176 | IFP Advisors, Inc | 47 | $2.6K | 0.00% | 2025-12-31 |
| 177 | Cambridge Investment Research Advisors, Inc. | 33,569 | $1.8K | 0.09% | 2025-12-31 |
| 178 | Aspect Partners, LLC | 33 | $1.8K | 0.00% | 2025-12-31 |
| 179 | Investor's Fiduciary Advisor Network, LLC | 18,468 | $998 | 0.05% | 2025-12-31 |
| 180 | Virtu Financial LLC | 7,575 | $410 | 0.02% | 2025-12-31 |
| 181 | Coston, McIsaac & Partners | 1,781 | $96 | 0.00% | 2025-12-31 |
| 182 | CWM, LLC | 700 | $38 | 0.00% | 2025-12-31 |