CUSIP 25434V641
DIMENSIONAL ETF TRUST
51 institutions · $424.8M total · 5,549,145 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 4,304,199 | $336.7M | 77.56% | 2025-12-31 |
| 2 | Wealthquest Corp | 415,700 | $30.9M | 7.49% | 2025-12-31 |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 214,005 | $16.3M | 3.85% | 2025-12-31 |
| 4 | CURIO WEALTH, LLC | 105,291 | $7.9M | 1.89% | 2025-12-31 |
| 5 | Chicago Partners Investment Group LLC | 91,421 | $7.0M | 1.64% | 2025-12-31 |
| 6 | Elite Life Management LLC | 78,937 | $6.2M | 1.42% | 2025-12-31 |
| 7 | UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 40,225 | $3.1M | 0.72% | 2025-12-31 |
| 8 | CITADEL ADVISORS LLC | 38,329 | $2.8M | 0.69% | 2025-12-31 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,329 | $2.0M | 0.47% | 2025-12-31 |
| 10 | WPWealth LLP | 16,590 | $1.2M | 0.29% | 2025-12-31 |
| 11 | EWA, LLC | 14,828 | $1.1M | 0.26% | 2025-12-31 |
| 12 | First Financial Group Corp | 14,690 | $1.1M | 0.26% | 2025-12-31 |
| 13 | CARY STREET PARTNERS FINANCIAL LLC | 14,009 | $1.0M | 0.25% | 2025-12-31 |
| 14 | Vantage Point Financial LLC | 12,273 | $912.5K | 0.22% | 2025-12-31 |
| 15 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 13,648 | $875.2K | 0.24% | 2025-03-31 |
| 16 | American Investment Services, Inc. | 11,676 | $868.1K | 0.21% | 2025-12-31 |
| 17 | Pinion Investment Advisors, LLC | 10,935 | $813.0K | 0.19% | 2025-12-31 |
| 18 | LPL Financial LLC | 8,058 | $599.1K | 0.14% | 2025-12-31 |
| 19 | Northwest Bancshares, Inc. | 5,883 | $437.4K | 0.10% | 2025-12-31 |
| 20 | PRIVATE TRUST CO NA | 4,739 | $352.3K | 0.08% | 2025-12-31 |
| 21 | SC&H Financial Advisors, Inc. | 4,788 | $330.0K | 0.08% | 2025-06-30 |
| 22 | Rockwood Wealth Management, LLC | 3,983 | $296.1K | 0.07% | 2025-12-31 |
| 23 | HighTower Advisors, LLC | 3,767 | $280.1K | 0.06% | 2025-12-31 |
| 24 | Orion Capital Management LLC | 4,226 | $271.0K | 0.07% | 2025-03-31 |
| 25 | Bill Few Associates, Inc. | 3,459 | $251.5K | 0.06% | 2025-09-30 |
| 26 | Wolfstich Capital, LLC | 3,774 | $246.4K | 0.06% | 2024-12-31 |
| 27 | BNP PARIBAS FINANCIAL MARKETS | 1,533 | $114.0K | 0.02% | 2025-12-31 |
| 28 | WELLS FARGO & COMPANY/MN | 1,503 | $111.7K | 0.02% | 2025-12-31 |
| 29 | Signature Resources Capital Management, LLC | 1,500 | $111.5K | 0.02% | 2025-12-31 |
| 30 | OPTIMA CAPITAL LLC | 1,345 | $100.0K | 0.02% | 2025-12-31 |
| 31 | Strategic Investment Solutions, Inc. /IL | 1,086 | $79.0K | 0.01% | 2025-12-31 |
| 32 | MORGAN STANLEY | 874 | $65.0K | 0.01% | 2025-12-31 |
| 33 | HUNTINGTON NATIONAL BANK | 821 | $56.6K | 0.01% | 2025-06-30 |
| 34 | OSAIC HOLDINGS, INC. | 500 | $37.2K | 0.00% | 2025-12-31 |
| 35 | PNC Financial Services Group, Inc. | 446 | $33.2K | 0.00% | 2025-12-31 |
| 36 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 418 | $31.1K | 0.00% | 2025-12-31 |
| 37 | Royal Bank of Canada | 326 | $24.0K | 0.00% | 2025-12-31 |
| 38 | Tortoise Investment Management, LLC | 310 | $19.9K | 0.00% | 2025-06-30 |
| 39 | Allworth Financial LP | 136 | $10.1K | 0.00% | 2025-12-31 |
| 40 | UBS Group AG | 99 | $7.4K | 0.00% | 2025-12-31 |
| 41 | ELEVATE WEALTH ADVISORY, INC | 71 | $5.3K | 0.00% | 2025-12-31 |
| 42 | M Holdings Securities, Inc. | 67,918 | $5.0K | 1.22% | 2025-12-31 |
| 43 | ASSETMARK, INC | 59 | $4.4K | 0.00% | 2025-12-31 |
| 44 | Colonial Trust Co / SC | 56 | $4.2K | 0.00% | 2025-12-31 |
| 45 | CITIGROUP INC | 33 | $2.5K | 0.00% | 2025-12-31 |
| 46 | AdvisorNet Financial, Inc | 8 | $513 | 0.00% | 2025-03-31 |
| 47 | Cambridge Investment Research Advisors, Inc. | 3,264 | $209 | 0.05% | 2025-03-31 |
| 48 | CWM, LLC | 1,077 | $80 | 0.01% | 2025-12-31 |
| 49 | JPMORGAN CHASE & CO | 0 | $12 | 0.00% | 2025-12-31 |
| 50 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |
| 51 | JONES FINANCIAL COMPANIES LLLP | 0 | $0 | 0.00% | 2025-12-31 |