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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 25434V633

DIMENSIONAL ETF TRUST

93 institutions · $699.1M total · 14,435,013 shares

#ManagerSharesValue% of TotalPeriod
1MERCER GLOBAL ADVISORS INC /ADV6,138,572$307.4M42.52%2025-12-31
2ENVESTNET ASSET MANAGEMENT INC4,740,194$233.6M32.83%2025-06-30
3HighTower Advisors, LLC1,014,703$50.8M7.02%2025-12-31
4Citrine Capital LLC584,663$29.3M4.05%2025-12-31
5Savvy Advisors, Inc.165,328$8.3M1.14%2025-12-31
6Signature Resources Capital Management, LLC104,038$5.2M0.72%2025-12-31
7Callan Family Office, LLC86,700$4.3M0.60%2025-06-30
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC84,562$4.2M0.58%2025-12-31
9Elmwood Wealth Management, Inc.82,164$4.1M0.56%2025-12-31
10One Capital Management, LLC60,129$3.0M0.41%2025-12-31
11Root Financial Partners, LLC54,171$2.7M0.37%2025-12-31
12Vise Technologies, Inc.54,171$2.7M0.37%2025-12-31
13TriaGen Wealth Management LLC53,456$2.7M0.37%2025-12-31
14Integrated Wealth Concepts LLC45,706$2.3M0.31%2025-09-30
15COMMONWEALTH EQUITY SERVICES, LLC41,398$2.1M0.28%2025-12-31
16Life Planning Partners, Inc99,700$2.0M0.69%2024-12-31
17Elequin Securities, LLC34,156$1.7M0.23%2025-12-31
18SUSQUEHANNA INTERNATIONAL GROUP, LLP33,672$1.7M0.23%2025-12-31
19Savant Capital, LLC27,278$1.4M0.18%2025-12-31
20marrick wealth, LLC25,241$1.3M0.17%2025-12-31
21LODESTAR PRIVATE ASSET MANAGEMENT LLC22,124$1.1M0.15%2025-12-31
22Foundry Financial LLC21,754$1.1M0.15%2025-12-31
23LPL Financial LLC21,591$1.1M0.14%2025-12-31
24ADVISOR GROUP HOLDINGS, INC.21,239$1.1M0.14%2025-12-31
25OLD MISSION CAPITAL LLC20,994$1.1M0.14%2025-12-31
26Nautilus Advisors LLC20,311$1.0M0.14%2025-12-31
27Parkshore Wealth Management, Inc.19,187$960.9K0.13%2025-12-31
28SCRATCH CAPITAL LLC18,505$926.7K0.12%2025-12-31
29WESPAC Advisors SoCal, LLC18,288$915.9K0.12%2025-12-31
30Burton Enright Welch18,192$911.1K0.12%2025-12-31
31Prospect Financial Group LLC18,143$908.6K0.12%2025-12-31
32RAM Investment Partners, LLC15,842$793.4K0.10%2025-12-31
33EP Wealth Advisors, LLC16,057$791.3K0.11%2025-06-30
34SB Capital Management Inc14,714$736.9K0.10%2025-12-31
35Mariner, LLC14,691$735.7K0.10%2025-12-31
36Willow Creek Wealth Management Inc.13,951$695.1K0.09%2025-09-30
37True Link Financial Advisors, LLC13,310$666.6K0.09%2025-12-31
38RAYMOND JAMES FINANCIAL INC13,195$660.8K0.09%2025-12-31
39FMB WEALTH MANAGEMENT12,458$617.9K0.08%2025-03-31
40JPMORGAN CHASE & CO11,265$564.2K0.07%2025-12-31
41FIDUCIARY FINANCIAL GROUP, LLC10,397$520.7K0.07%2025-12-31
42Pallas Capital Advisors LLC10,000$500.8K0.06%2025-12-31
43CITADEL ADVISORS LLC9,619$481.7K0.06%2025-12-31
44Parallel Advisors, LLC9,428$472.2K0.06%2025-12-31
45RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC9,068$454.1K0.06%2025-12-31
46Martin Worley Group9,064$449.6K0.06%2025-03-31
47Roberts Wealth Advisors, LLC8,437$422.5K0.05%2025-12-31
48Apella Capital, LLC7,389$370.0K0.05%2025-12-31
49Farther Finance Advisors, LLC7,041$352.6K0.04%2025-12-31
50Brookstone Capital Management6,984$349.8K0.04%2025-12-31
51Hurlow Wealth Management Group, Inc.6,966$348.9K0.04%2025-12-31
52CHOREO, LLC6,626$336.3K0.04%2024-09-30
53Tortoise Investment Management, LLC6,590$330.0K0.04%2025-12-31
54Pathstone Holdings, LLC6,589$330.0K0.04%2025-12-31
55Fermata Advisors, LLC6,226$311.8K0.04%2025-12-31
56JANE STREET GROUP, LLC6,194$308.6K0.04%2025-09-30
57Evanson Asset Management, LLC5,977$296.4K0.04%2025-03-31
58Kaizen Financial Strategies5,903$295.6K0.04%2025-12-31
59Johnson Wealth Management, LLC5,855$293.2K0.04%2025-12-31
60Shore Point Advisors, LLC5,515$276.2K0.03%2025-12-31
61Parkwoods Wealth Partners, LLC5,436$272.2K0.03%2025-12-31
62Gradient Capital Advisors, LLC5,386$269.7K0.03%2025-12-31
63REGATTA CAPITAL GROUP, LLC5,446$268.4K0.03%2025-06-30
64CI Private Wealth, LLC5,207$260.8K0.03%2025-12-31
65Atria Wealth Solutions, Inc.5,227$257.6K0.03%2025-06-30
66Wheels Up Wealth, Inc.5,124$256.6K0.03%2025-12-31
67GOLDMAN SACHS GROUP INC5,017$251.3K0.03%2025-12-31
68Retirement Planning Group4,593$230.0K0.03%2025-12-31
69Pure Financial Advisors, LLC4,571$228.9K0.03%2025-12-31
70BIRCH FINANCIAL GROUP, LLC4,065$203.6K0.02%2025-12-31
71FIRST NATIONAL BANK SIOUX FALLS4,046$202.6K0.02%2025-12-31
72Parkworth Wealth Management, Inc.3,380$166.6K0.02%2025-06-30
73GAMMA Investing LLC2,115$105.9K0.01%2025-12-31
74Strategic Investment Solutions, Inc. /IL1,992$101.1K0.01%2024-12-31
75IFP Advisors, Inc2,002$100.3K0.01%2025-12-31
76ANGELES WEALTH MANAGEMENT, LLC2,002$100.2K0.01%2024-12-31
77Larson Financial Group LLC2,000$100.2K0.01%2025-12-31
78FMR LLC1,833$91.7K0.01%2024-12-31
79Allworth Financial LP796$39.9K0.00%2025-12-31
80EverSource Wealth Advisors, LLC513$25.7K0.00%2025-12-31
81CoreFirst Bank & Trust380$19.3K0.00%2024-12-31
82Tower Research Capital LLC (TRC)334$16.7K0.00%2025-12-31
83SouthState Corp315$15.5K0.00%2025-06-30
84DIMENSIONAL FUND ADVISORS LP200,000$10.0K1.38%2023-09-30
85One Degree Advisors Inc115,162$5.8K0.79%2025-12-31
86Horizon Investments, LLC30$1.5K0.00%2025-12-31
87UBS Group AG28$1.4K0.00%2025-03-31
88Bell Investment Advisors, Inc27$1.3K0.00%2025-12-31
89FLOW TRADERS U.S. LLC11,971$5960.08%2025-09-30
90HRT FINANCIAL LP7,941$3970.05%2024-12-31
91Navigoe, LLC1,990$980.01%2025-06-30
92CWM, LLC403$200.00%2025-12-31
93CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30