CUSIP 25434V757
DIMENSIONAL ETF TRUST
128 institutions · $212.5M total · 7,172,444 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Unison Advisors LLC | 899,007 | $29.0M | 12.53% | 2025-12-31 |
| 2 | Three Arch Wealth Management LLC | 583,089 | $18.8M | 8.12% | 2025-12-31 |
| 3 | Beacon Pointe Advisors, LLC | 370,177 | $11.9M | 5.16% | 2025-12-31 |
| 4 | RFG Advisory, LLC | 286,291 | $9.2M | 3.99% | 2025-12-31 |
| 5 | Vestmark Advisory Solutions, Inc. | 230,153 | $7.4M | 3.20% | 2025-12-31 |
| 6 | DiNuzzo Private Wealth, Inc. | 217,678 | $7.0M | 3.03% | 2025-12-31 |
| 7 | United Wealth Management, LLC | 168,497 | $5.4M | 2.34% | 2025-12-31 |
| 8 | Retirement Solution LLC | 219,158 | $5.4M | 3.05% | 2024-12-31 |
| 9 | Farther Finance Advisors, LLC | 167,197 | $5.4M | 2.33% | 2025-12-31 |
| 10 | Fortress Wealth Management, Inc. | 161,663 | $4.9M | 2.25% | 2025-09-30 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 152,080 | $4.9M | 2.12% | 2025-12-31 |
| 12 | Chicago Partners Investment Group LLC | 136,942 | $4.8M | 1.90% | 2025-12-31 |
| 13 | Integrity Advisory Solutions, LLC | 138,338 | $4.5M | 1.92% | 2025-12-31 |
| 14 | Quadcap Wealth Management, LLC | 131,243 | $4.2M | 1.82% | 2025-12-31 |
| 15 | Mach-1 Financial Group, LLC | 126,354 | $3.9M | 1.76% | 2025-09-30 |
| 16 | INTEGRITY ALLIANCE, LLC. | 110,638 | $3.6M | 1.54% | 2025-12-31 |
| 17 | SB Capital Management Inc | 105,035 | $3.4M | 1.46% | 2025-12-31 |
| 18 | FISCHER INVESTMENT STRATEGIES, LLC | 104,928 | $3.4M | 1.46% | 2025-12-31 |
| 19 | Meredith Wealth Planning | 103,516 | $3.3M | 1.44% | 2025-12-31 |
| 20 | NewEdge Advisors, LLC | 97,420 | $3.1M | 1.35% | 2025-12-31 |
| 21 | Wealth Advisors Northwest LLC | 92,516 | $3.0M | 1.28% | 2025-12-31 |
| 22 | OSAIC HOLDINGS, INC. | 83,642 | $2.7M | 1.16% | 2025-12-31 |
| 23 | Sequoia Financial Advisors, LLC | 76,643 | $2.5M | 1.06% | 2025-12-31 |
| 24 | Foundry Financial LLC | 70,802 | $2.3M | 0.98% | 2025-12-31 |
| 25 | Capstone Wealth Management, Inc. | 66,816 | $2.2M | 0.93% | 2025-12-31 |
| 26 | Wealthspire Advisors, LLC | 63,061 | $2.0M | 0.87% | 2025-12-31 |
| 27 | OneDigital Investment Advisors LLC | 60,208 | $1.9M | 0.83% | 2025-12-31 |
| 28 | JPMORGAN CHASE & CO | 59,793 | $1.9M | 0.83% | 2025-12-31 |
| 29 | Yeomans Consulting Group, Inc. | 58,722 | $1.9M | 0.81% | 2025-12-31 |
| 30 | Abel Hall, LLC | 58,453 | $1.9M | 0.81% | 2025-12-31 |
| 31 | SUMMIT WEALTH GROUP LLC / CO | 57,792 | $1.9M | 0.80% | 2025-12-31 |
| 32 | Integrated Wealth Concepts LLC | 57,342 | $1.8M | 0.79% | 2025-12-31 |
| 33 | Mills Wealth Advisors LLC | 56,972 | $1.8M | 0.79% | 2025-12-31 |
| 34 | Applied Capital LLC | 55,548 | $1.8M | 0.77% | 2025-12-31 |
| 35 | BANK OF AMERICA CORP /DE/ | 52,879 | $1.7M | 0.73% | 2025-12-31 |
| 36 | Orion Porfolio Solutions, LLC | 51,072 | $1.6M | 0.71% | 2025-12-31 |
| 37 | Alpha Financial Advisors, LLC | 48,785 | $1.6M | 0.68% | 2025-12-31 |
| 38 | Schubert & Co | 47,691 | $1.5M | 0.66% | 2025-12-31 |
| 39 | TABLEAUX LLC | 73,976 | $1.4M | 1.03% | 2025-12-31 |
| 40 | Tortoise Investment Management, LLC | 43,325 | $1.4M | 0.60% | 2025-12-31 |
| 41 | Evanson Asset Management, LLC | 40,839 | $1.3M | 0.56% | 2025-12-31 |
| 42 | Kestra Advisory Services, LLC | 38,506 | $1.2M | 0.53% | 2025-12-31 |
| 43 | Savant Capital, LLC | 35,909 | $1.2M | 0.50% | 2025-12-31 |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 35,484 | $1.1M | 0.49% | 2025-12-31 |
| 45 | LPL Financial LLC | 35,461 | $1.1M | 0.49% | 2025-12-31 |
| 46 | HM PAYSON & CO | 33,892 | $1.1M | 0.47% | 2025-12-31 |
| 47 | Wealthcare Advisory Partners LLC | 32,656 | $1.1M | 0.45% | 2025-12-31 |
| 48 | JANE STREET GROUP, LLC | 34,444 | $1.1M | 0.48% | 2025-09-30 |
| 49 | HighTower Advisors, LLC | 30,428 | $981.3K | 0.42% | 2025-12-31 |
| 50 | Envision Financial Planning, LLC | 29,651 | $956.3K | 0.41% | 2025-12-31 |
| 51 | WorthPointe, LLC | 29,574 | $953.7K | 0.41% | 2025-12-31 |
| 52 | Sollinda Capital Management LLC | 27,337 | $881.6K | 0.38% | 2025-12-31 |
| 53 | BDFS Capital LLC | 25,234 | $813.8K | 0.35% | 2025-12-31 |
| 54 | Acorn Wealth Advisors, LLC | 24,970 | $805.3K | 0.34% | 2025-12-31 |
| 55 | PINNEY & SCOFIELD, INC. | 24,736 | $797.7K | 0.34% | 2025-12-31 |
| 56 | FORTERIS WEALTH MANAGEMENT INC. | 23,241 | $749.5K | 0.32% | 2025-12-31 |
| 57 | SUTTON PLACE INVESTORS LLC | 20,359 | $656.6K | 0.28% | 2025-12-31 |
| 58 | Two West Capital Advisors LLC | 19,493 | $628.6K | 0.27% | 2025-12-31 |
| 59 | Kane Co Wealth Management, Inc. | 15,834 | $510.6K | 0.22% | 2025-12-31 |
| 60 | Altiora Financial Group, LLC | 19,468 | $481.7K | 0.27% | 2024-12-31 |
| 61 | TAGStone Capital, Inc. | 14,263 | $460.0K | 0.19% | 2025-12-31 |
| 62 | Austin Private Wealth, LLC | 14,117 | $455.3K | 0.19% | 2025-12-31 |
| 63 | UBS Group AG | 14,064 | $453.6K | 0.19% | 2025-12-31 |
| 64 | Capital Investment Advisory Services, LLC | 13,653 | $440.3K | 0.19% | 2025-12-31 |
| 65 | MARYLAND CAPITAL ADVISORS INC. | 13,349 | $430.5K | 0.18% | 2025-12-31 |
| 66 | FIRETHORN WEALTH PARTNERS, LLC | 12,695 | $409.4K | 0.17% | 2025-12-31 |
| 67 | CITADEL ADVISORS LLC | 12,576 | $405.6K | 0.17% | 2025-12-31 |
| 68 | GOLDMAN SACHS GROUP INC | 16,059 | $405.0K | 0.22% | 2025-06-30 |
| 69 | Pacific Asset Management, LLC | 12,414 | $400.4K | 0.17% | 2025-12-31 |
| 70 | Rehmann Capital Advisory Group | 13,042 | $398.3K | 0.18% | 2025-09-30 |
| 71 | TRUIST FINANCIAL CORP | 12,256 | $395.3K | 0.17% | 2025-12-31 |
| 72 | Vantage Point Financial LLC | 11,970 | $386.0K | 0.16% | 2025-12-31 |
| 73 | Daner Wealth Management, LLC | 10,561 | $377.8K | 0.14% | 2025-12-31 |
| 74 | RCS Financial Planning, LLC | 11,706 | $377.5K | 0.16% | 2025-12-31 |
| 75 | COWA, LLC | 11,025 | $355.6K | 0.15% | 2025-12-31 |
| 76 | Vestment Financial LLC | 10,477 | $353.3K | 0.14% | 2025-12-31 |
| 77 | Approach Retirement Advisors, LLC | 10,479 | $337.9K | 0.14% | 2025-12-31 |
| 78 | OLD MISSION CAPITAL LLC | 10,149 | $327.3K | 0.14% | 2025-12-31 |
| 79 | SAX WEALTH ADVISORS, LLC | 9,570 | $308.6K | 0.13% | 2025-12-31 |
| 80 | Washington Trust Advisors, Inc. | 8,978 | $289.5K | 0.12% | 2025-12-31 |
| 81 | Arrowroot Family Office, LLC | 8,669 | $279.6K | 0.12% | 2025-12-31 |
| 82 | Excelsior Advisor Network LLC | 8,571 | $276.4K | 0.11% | 2025-12-31 |
| 83 | CITIGROUP INC | 8,147 | $262.7K | 0.11% | 2025-12-31 |
| 84 | SageView Advisory Group, LLC | 8,047 | $259.5K | 0.11% | 2025-12-31 |
| 85 | Index Fund Advisors, Inc. | 7,498 | $241.8K | 0.10% | 2025-12-31 |
| 86 | NWAM LLC | 7,056 | $227.6K | 0.09% | 2025-12-31 |
| 87 | GeoWealth Management, LLC | 8,838 | $222.9K | 0.12% | 2025-03-31 |
| 88 | Orion Portfolio Solutions, LLC | 8,777 | $221.4K | 0.12% | 2025-03-31 |
| 89 | Savvy Advisors, Inc. | 6,502 | $209.7K | 0.09% | 2025-12-31 |
| 90 | Brookstone Capital Management | 6,402 | $206.5K | 0.08% | 2025-12-31 |
| 91 | GREAT VALLEY ADVISOR GROUP, INC. | 6,327 | $204.2K | 0.08% | 2025-12-31 |
| 92 | Glass Jacobson Investment Advisors llc | 6,094 | $196.5K | 0.08% | 2025-12-31 |
| 93 | Royal Bank of Canada | 5,558 | $179.0K | 0.07% | 2025-12-31 |
| 94 | LAM GROUP, INC. | 3,825 | $94.6K | 0.05% | 2024-12-31 |
| 95 | Root Financial Partners, LLC | 2,693 | $86.8K | 0.03% | 2025-12-31 |
| 96 | Brooklyn Investment Group | 3,051 | $85.4K | 0.04% | 2025-06-30 |
| 97 | Physician Wealth Advisors, Inc. | 2,751 | $77.0K | 0.03% | 2025-06-30 |
| 98 | RHL GROUP, LLC | 1,346 | $43.4K | 0.01% | 2025-12-31 |
| 99 | SIGNATUREFD, LLC | 1,194 | $38.5K | 0.01% | 2025-12-31 |
| 100 | Allworth Financial LP | 1,133 | $36.5K | 0.01% | 2025-12-31 |
| 101 | AE Wealth Management LLC | 1,122 | $36.2K | 0.01% | 2025-12-31 |
| 102 | Pillar Financial Advisors, LLC | 915 | $29.5K | 0.01% | 2025-12-31 |
| 103 | JONES FINANCIAL COMPANIES LLLP | 1,040 | $29.0K | 0.01% | 2025-06-30 |
| 104 | Strategic Wealth Partners, Ltd. | 859 | $26.2K | 0.01% | 2025-09-30 |
| 105 | RAYMOND JAMES FINANCIAL INC | 775 | $21.7K | 0.01% | 2025-06-30 |
| 106 | IFG Advisory, LLC | 15,000 | $15.8K | 0.20% | 2024-12-31 |
| 107 | Millstone Evans Group, LLC | 408 | $13.2K | 0.00% | 2025-12-31 |
| 108 | Steward Partners Investment Advisory, LLC | 400 | $12.9K | 0.00% | 2025-12-31 |
| 109 | Triumph Capital Management | 361 | $11.7K | 0.00% | 2025-12-31 |
| 110 | von Borstel & Associates, Inc. | 264,111 | $8.5K | 3.68% | 2025-12-31 |
| 111 | WELLS FARGO & COMPANY/MN | 256 | $8.3K | 0.00% | 2025-12-31 |
| 112 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 193 | $6.2K | 0.00% | 2025-12-31 |
| 113 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 179 | $5.8K | 0.00% | 2025-12-31 |
| 114 | COMERICA BANK | 109 | $3.5K | 0.00% | 2025-12-31 |
| 115 | PARK AVENUE SECURITIES LLC | 106,306 | $3.4K | 1.48% | 2025-12-31 |
| 116 | Quent Capital, LLC | 89 | $2.9K | 0.00% | 2025-12-31 |
| 117 | TOTAL INVESTMENT MANAGEMENT INC | 86 | $2.4K | 0.00% | 2025-06-30 |
| 118 | PRINCIPAL SECURITIES, INC. | 76 | $2.3K | 0.00% | 2025-09-30 |
| 119 | Betterment LLC | 58,233 | $1.9K | 0.81% | 2025-12-31 |
| 120 | M Holdings Securities, Inc. | 30,171 | $973 | 0.42% | 2025-12-31 |
| 121 | Cambridge Investment Research Advisors, Inc. | 12,589 | $406 | 0.17% | 2025-12-31 |
| 122 | Ritter Daniher Financial Advisory LLC / DE | 6 | $197 | 0.00% | 2025-12-31 |
| 123 | MORGAN STANLEY | 1 | $40 | 0.00% | 2025-12-31 |
| 124 | FMR LLC | 1 | $25 | 0.00% | 2024-12-31 |
| 125 | IFP Advisors, Inc | 0 | $12 | 0.00% | 2025-12-31 |
| 126 | HANTZ FINANCIAL SERVICES, INC. | 203 | $5 | 0.00% | 2024-12-31 |
| 127 | Coston, McIsaac & Partners | 115 | $3 | 0.00% | 2025-12-31 |
| 128 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |