CUSIP 25434V856
DIMENSIONAL ETF TRUST
181 institutions · $805.9M total · 20,447,783 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Matson Money. Inc. | 3,735,599 | $155.3M | 18.26% | 2025-12-31 |
| 2 | Beacon Pointe Advisors, LLC | 1,133,875 | $47.1M | 5.54% | 2025-12-31 |
| 3 | Heirloom Wealth Management | 1,096,011 | $45.5M | 5.36% | 2025-12-31 |
| 4 | Planning Center, Inc. | 1,016,625 | $42.2M | 4.97% | 2025-12-31 |
| 5 | Hill Investment Group Partners, LLC | 802,608 | $33.4M | 3.92% | 2025-12-31 |
| 6 | Geometric Wealth Advisors | 525,921 | $21.9M | 2.57% | 2025-12-31 |
| 7 | PINNEY & SCOFIELD, INC. | 520,444 | $21.6M | 2.54% | 2025-12-31 |
| 8 | Rather & Kittrell, Inc. | 505,517 | $21.0M | 2.47% | 2025-12-31 |
| 9 | Leading Edge Financial Planning LLC | 475,655 | $19.8M | 2.32% | 2025-12-31 |
| 10 | Insight Wealth Strategies, LLC | 449,081 | $19.0M | 2.19% | 2025-09-30 |
| 11 | Stratos Investment Management, LLC | 445,779 | $18.5M | 2.18% | 2025-12-31 |
| 12 | Fortitude Family Office, LLC | 428,494 | $17.8M | 2.09% | 2025-12-31 |
| 13 | Physician Wealth Solutions Inc. | 393,446 | $16.3M | 1.92% | 2025-12-31 |
| 14 | Level Financial Advisors | 320,062 | $13.3M | 1.56% | 2025-12-31 |
| 15 | SCRATCH CAPITAL LLC | 318,495 | $13.2M | 1.55% | 2025-12-31 |
| 16 | MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 301,097 | $12.5M | 1.47% | 2025-12-31 |
| 17 | Austin Wealth Management, LLC | 272,681 | $11.3M | 1.33% | 2025-12-31 |
| 18 | Yardley Wealth Management LLC | 270,023 | $11.2M | 1.32% | 2025-12-31 |
| 19 | Five Oceans Advisors | 254,432 | $10.6M | 1.24% | 2025-12-31 |
| 20 | Savant Capital, LLC | 241,114 | $10.0M | 1.17% | 2025-12-31 |
| 21 | Core Wealth Management, Inc. | 240,688 | $10.0M | 1.17% | 2025-12-31 |
| 22 | KFG WEALTH MANAGEMENT, LLC | 231,701 | $9.6M | 1.13% | 2025-12-31 |
| 23 | New Dimensions Wealth Management, LLC | 226,896 | $9.4M | 1.10% | 2025-12-31 |
| 24 | MONOGRAPH WEALTH ADVISORS, LLC | 224,135 | $9.3M | 1.09% | 2025-12-31 |
| 25 | Sensible Financial Planning & Management, LLC. | 194,181 | $8.2M | 0.94% | 2025-09-30 |
| 26 | Apella Capital, LLC | 188,708 | $7.8M | 0.92% | 2025-12-31 |
| 27 | Henrickson Nauta Wealth Advisors, Inc. | 183,849 | $7.7M | 0.89% | 2025-12-31 |
| 28 | CPA Asset Management LLC | 165,469 | $6.9M | 0.80% | 2025-12-31 |
| 29 | Sterling Financial Planning, Inc. | 154,691 | $6.4M | 0.75% | 2025-12-31 |
| 30 | Vestment Financial LLC | 154,322 | $6.4M | 0.75% | 2025-12-31 |
| 31 | David Wealth Management LLC | 152,228 | $6.4M | 0.74% | 2025-06-30 |
| 32 | Financial Plan, Inc. | 146,870 | $6.1M | 0.71% | 2025-12-31 |
| 33 | Forum Financial Management, LP | 145,303 | $6.0M | 0.71% | 2025-12-31 |
| 34 | Krilogy Financial LLC | 138,286 | $5.8M | 0.67% | 2025-12-31 |
| 35 | ENVESTNET ASSET MANAGEMENT INC | 138,253 | $5.7M | 0.67% | 2025-12-31 |
| 36 | Larson Financial Group LLC | 119,284 | $5.0M | 0.58% | 2025-12-31 |
| 37 | BCU Wealth Advisors, LLC | 112,903 | $4.7M | 0.55% | 2025-12-31 |
| 38 | GOLDMAN SACHS GROUP INC | 112,720 | $4.7M | 0.55% | 2025-12-31 |
| 39 | Ares Financial Consulting, LLC | 99,250 | $4.1M | 0.48% | 2025-12-31 |
| 40 | McCartney Wealth Management LLC | 98,448 | $4.1M | 0.48% | 2025-12-31 |
| 41 | CITADEL ADVISORS LLC | 94,857 | $3.9M | 0.46% | 2025-12-31 |
| 42 | Grove Street Fiduciary, LLC | 94,826 | $3.9M | 0.46% | 2025-12-31 |
| 43 | Porter White Investment Advisors, Inc. | 89,362 | $3.7M | 0.43% | 2025-12-31 |
| 44 | AWM CAPITAL, LLC | 84,892 | $3.5M | 0.41% | 2025-12-31 |
| 45 | Altiora Financial Group, LLC | 78,596 | $3.3M | 0.38% | 2025-12-31 |
| 46 | ENTREWEALTH, LLC | 75,187 | $3.1M | 0.36% | 2025-12-31 |
| 47 | ASSETMARK, INC | 72,128 | $3.0M | 0.35% | 2025-12-31 |
| 48 | Farther Finance Advisors, LLC | 63,162 | $2.6M | 0.30% | 2025-12-31 |
| 49 | Foundry Financial LLC | 60,372 | $2.5M | 0.29% | 2025-12-31 |
| 50 | Yeomans Consulting Group, Inc. | 59,722 | $2.5M | 0.29% | 2025-12-31 |
| 51 | Balanced Rock Investment Advisors LLC | 59,543 | $2.5M | 0.29% | 2025-12-31 |
| 52 | Binnacle Investments Inc | 58,444 | $2.5M | 0.28% | 2025-09-30 |
| 53 | CFS Investment Advisory Services, LLC | 53,941 | $2.2M | 0.26% | 2025-12-31 |
| 54 | NWAM LLC | 50,056 | $2.1M | 0.24% | 2025-12-31 |
| 55 | MB Generational Wealth, LLC | 47,794 | $2.0M | 0.23% | 2025-12-31 |
| 56 | EXENCIAL WEALTH ADVISORS, LLC | 44,617 | $1.9M | 0.21% | 2025-12-31 |
| 57 | Onyx Financial Advisors, LLC | 42,500 | $1.8M | 0.20% | 2025-12-31 |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 42,143 | $1.8M | 0.20% | 2025-12-31 |
| 59 | Shearwater Capital LLC | 42,069 | $1.7M | 0.20% | 2025-12-31 |
| 60 | TCP Asset Management, LLC | 41,729 | $1.7M | 0.20% | 2025-12-31 |
| 61 | Equitable Holdings, Inc. | 40,818 | $1.7M | 0.19% | 2025-12-31 |
| 62 | Plan Group Financial, LLC | 40,442 | $1.7M | 0.19% | 2025-12-31 |
| 63 | TRUIST FINANCIAL CORP | 39,862 | $1.7M | 0.19% | 2025-12-31 |
| 64 | SageView Advisory Group, LLC | 38,758 | $1.6M | 0.18% | 2025-12-31 |
| 65 | City State Bank | 38,400 | $1.6M | 0.18% | 2025-12-31 |
| 66 | Willow Creek Wealth Management Inc. | 35,724 | $1.5M | 0.17% | 2025-09-30 |
| 67 | Royal Bank of Canada | 34,970 | $1.5M | 0.17% | 2025-12-31 |
| 68 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33,840 | $1.4M | 0.16% | 2025-12-31 |
| 69 | VESTIA PERSONAL WEALTH ADVISORS | 33,260 | $1.4M | 0.16% | 2025-12-31 |
| 70 | AXXCESS WEALTH MANAGEMENT, LLC | 33,194 | $1.4M | 0.16% | 2025-12-31 |
| 71 | Focus Partners Wealth | 32,827 | $1.4M | 0.16% | 2025-12-31 |
| 72 | CreativeOne Wealth, LLC | 31,752 | $1.3M | 0.15% | 2025-12-31 |
| 73 | FMB WEALTH MANAGEMENT | 31,589 | $1.3M | 0.15% | 2025-12-31 |
| 74 | PBMares Wealth Management LLC | 30,090 | $1.3M | 0.14% | 2025-09-30 |
| 75 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 30,317 | $1.3M | 0.14% | 2025-12-31 |
| 76 | Samalin Investment Counsel, LLC | 29,955 | $1.2M | 0.14% | 2025-12-31 |
| 77 | Tortoise Investment Management, LLC | 26,942 | $1.1M | 0.13% | 2025-12-31 |
| 78 | Klingman & Associates, LLC | 26,933 | $1.1M | 0.13% | 2025-12-31 |
| 79 | Allworth Financial LP | 25,869 | $1.1M | 0.12% | 2025-12-31 |
| 80 | Pioneer Wealth Management Group | 25,279 | $1.1M | 0.12% | 2025-12-31 |
| 81 | Centennial Bank/AR/ | 25,122 | $1.0M | 0.12% | 2025-12-31 |
| 82 | XY Planning Network, Inc. | 24,527 | $1.0M | 0.11% | 2025-12-31 |
| 83 | LPL Financial LLC | 24,092 | $1.0M | 0.11% | 2025-12-31 |
| 84 | Total Wealth Planning, LLC | 22,389 | $945.5K | 0.10% | 2025-09-30 |
| 85 | Dynamic Advisor Solutions LLC | 21,489 | $907.5K | 0.10% | 2025-09-30 |
| 86 | JANE STREET GROUP, LLC | 21,256 | $883.3K | 0.10% | 2025-12-31 |
| 87 | Foster Group, Inc. | 18,094 | $751.9K | 0.08% | 2025-12-31 |
| 88 | NORTHWEST WEALTH MANAGEMENT, LLC | 16,624 | $690.8K | 0.08% | 2025-12-31 |
| 89 | Greenspring Advisors, LLC | 16,032 | $666.2K | 0.07% | 2025-12-31 |
| 90 | Saxony Capital Management, LLC | 15,828 | $657.7K | 0.07% | 2025-12-31 |
| 91 | Burk Holdings LLC | 15,619 | $653.0K | 0.07% | 2025-06-30 |
| 92 | Applied Capital LLC | 15,299 | $635.8K | 0.07% | 2025-12-31 |
| 93 | CURIO WEALTH, LLC | 14,974 | $623.0K | 0.07% | 2025-12-31 |
| 94 | Visionary Horizons, LLC | 14,346 | $596.1K | 0.07% | 2025-12-31 |
| 95 | FIRETHORN WEALTH PARTNERS, LLC | 14,144 | $587.8K | 0.06% | 2025-12-31 |
| 96 | UBS Group AG | 13,967 | $584.0K | 0.06% | 2025-06-30 |
| 97 | Foundations Investment Advisors, LLC | 13,467 | $559.6K | 0.06% | 2025-12-31 |
| 98 | Aspire Private Capital, LLC | 13,097 | $544.3K | 0.06% | 2025-12-31 |
| 99 | Modera Wealth Management, LLC | 12,833 | $533.3K | 0.06% | 2025-12-31 |
| 100 | Donalies Financial Planning, LLC | 12,812 | $532.4K | 0.06% | 2025-12-31 |
| 101 | TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 12,167 | $505.6K | 0.05% | 2025-12-31 |
| 102 | Vestmark Advisory Solutions, Inc. | 11,839 | $492.0K | 0.05% | 2025-12-31 |
| 103 | Root Financial Partners, LLC | 11,760 | $488.7K | 0.05% | 2025-12-31 |
| 104 | OneDigital Investment Advisors LLC | 10,903 | $453.1K | 0.05% | 2025-12-31 |
| 105 | HFG Wealth Management, LLC | 10,647 | $442.4K | 0.05% | 2025-12-31 |
| 106 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,636 | $442.0K | 0.05% | 2025-12-31 |
| 107 | Kane Co Wealth Management, Inc. | 10,583 | $439.8K | 0.05% | 2025-12-31 |
| 108 | StoneX Group Inc. | 10,496 | $436.2K | 0.05% | 2025-12-31 |
| 109 | Note Advisors, LLC | 10,250 | $426.7K | 0.05% | 2025-12-31 |
| 110 | Glass Jacobson Investment Advisors llc | 10,190 | $423.5K | 0.04% | 2025-12-31 |
| 111 | Focus Partners Advisor Solutions, LLC | 10,104 | $419.9K | 0.04% | 2025-12-31 |
| 112 | Orion Porfolio Solutions, LLC | 9,901 | $409.0K | 0.04% | 2025-06-30 |
| 113 | CITIGROUP INC | 9,449 | $392.7K | 0.04% | 2025-12-31 |
| 114 | Stewardship Advisors, LLC | 9,350 | $388.5K | 0.04% | 2025-12-31 |
| 115 | Envestnet Portfolio Solutions, Inc. | 9,023 | $375.0K | 0.04% | 2025-12-31 |
| 116 | SC&H Financial Advisors, Inc. | 8,933 | $371.2K | 0.04% | 2025-12-31 |
| 117 | OSAIC HOLDINGS, INC. | 8,855 | $368.0K | 0.04% | 2025-12-31 |
| 118 | Blossom Wealth Management | 8,626 | $358.5K | 0.04% | 2025-12-31 |
| 119 | Vise Technologies, Inc. | 8,615 | $358.0K | 0.04% | 2025-12-31 |
| 120 | SAX WEALTH ADVISORS, LLC | 8,243 | $348.1K | 0.04% | 2025-09-30 |
| 121 | Kestra Advisory Services, LLC | 8,298 | $344.8K | 0.04% | 2025-12-31 |
| 122 | Essential Planning, LLC. | 8,202 | $340.9K | 0.04% | 2025-12-31 |
| 123 | Miracle Mile Advisors, LLC | 7,533 | $313.0K | 0.03% | 2025-12-31 |
| 124 | GREAT VALLEY ADVISOR GROUP, INC. | 7,298 | $303.3K | 0.03% | 2025-12-31 |
| 125 | First Financial Group Corp | 7,140 | $296.7K | 0.03% | 2025-12-31 |
| 126 | EP Wealth Advisors, LLC | 7,086 | $294.5K | 0.03% | 2025-12-31 |
| 127 | JPMORGAN CHASE & CO | 7,046 | $292.8K | 0.03% | 2025-12-31 |
| 128 | FORTERIS WEALTH MANAGEMENT INC. | 6,958 | $289.1K | 0.03% | 2025-12-31 |
| 129 | Legacy Capital Wealth Partners, LLC | 6,893 | $286.4K | 0.03% | 2025-12-31 |
| 130 | DRIVE WEALTH MANAGEMENT, LLC | 6,351 | $265.5K | 0.03% | 2025-06-30 |
| 131 | Copperleaf Capital, LLC | 6,169 | $260.5K | 0.03% | 2025-09-30 |
| 132 | Lynx Investment Advisory | 6,260 | $260.1K | 0.03% | 2025-12-31 |
| 133 | Two West Capital Advisors LLC | 5,850 | $243.1K | 0.02% | 2025-12-31 |
| 134 | JONES FINANCIAL COMPANIES LLLP | 5,483 | $227.8K | 0.02% | 2025-12-31 |
| 135 | STIFEL FINANCIAL CORP | 5,433 | $225.8K | 0.02% | 2025-12-31 |
| 136 | SageOak Financial, LLC | 5,368 | $223.1K | 0.02% | 2025-12-31 |
| 137 | Verisail Partners, LLC | 5,325 | $221.3K | 0.02% | 2025-12-31 |
| 138 | SpringVest Wealth Management LLC | 5,264 | $218.7K | 0.02% | 2025-12-31 |
| 139 | Meritas Wealth Management, LLC | 5,153 | $214.1K | 0.02% | 2025-12-31 |
| 140 | Berger Financial Group, Inc | 4,971 | $209.9K | 0.02% | 2025-09-30 |
| 141 | MGO ONE SEVEN LLC | 4,787 | $202.2K | 0.02% | 2025-09-30 |
| 142 | JFS WEALTH ADVISORS, LLC | 4,280 | $177.8K | 0.02% | 2025-12-31 |
| 143 | Nemes Rush Group LLC | 3,611 | $150.1K | 0.01% | 2025-12-31 |
| 144 | BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 3,449 | $143.3K | 0.01% | 2025-12-31 |
| 145 | PRINCIPAL SECURITIES, INC. | 3,193 | $134.8K | 0.01% | 2025-09-30 |
| 146 | Concord Wealth Partners | 2,980 | $123.8K | 0.01% | 2025-12-31 |
| 147 | Global Trust Asset Management, LLC | 2,900 | $121.2K | 0.01% | 2025-06-30 |
| 148 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 2,601 | $108.1K | 0.01% | 2025-12-31 |
| 149 | ELEVATE WEALTH ADVISORY, INC | 2,402 | $99.8K | 0.01% | 2025-12-31 |
| 150 | Geneos Wealth Management Inc. | 2,070 | $86.0K | 0.01% | 2025-12-31 |
| 151 | MASECO LLP | 1,866 | $77.5K | 0.00% | 2025-12-31 |
| 152 | Strategic Investment Solutions, Inc. /IL | 1,599 | $67.5K | 0.00% | 2025-12-31 |
| 153 | Torren Management, LLC | 1,541 | $64.0K | 0.00% | 2025-12-31 |
| 154 | WELLS FARGO & COMPANY/MN | 1,432 | $60.5K | 0.00% | 2025-09-30 |
| 155 | MORGAN STANLEY | 1,342 | $55.8K | 0.00% | 2025-12-31 |
| 156 | Washington Trust Advisors, Inc. | 1,307 | $54.3K | 0.00% | 2025-12-31 |
| 157 | Tradewinds Capital Management, LLC | 1,292 | $53.7K | 0.00% | 2025-12-31 |
| 158 | NewEdge Advisors, LLC | 956 | $39.7K | 0.00% | 2025-12-31 |
| 159 | Crewe Advisors LLC | 945 | $39.3K | 0.00% | 2025-12-31 |
| 160 | Hemington Wealth Management | 912,827 | $38.5K | 4.46% | 2025-09-30 |
| 161 | HARBOUR INVESTMENTS, INC. | 902 | $37.5K | 0.00% | 2025-12-31 |
| 162 | IFP Advisors, Inc | 626 | $26.0K | 0.00% | 2025-12-31 |
| 163 | FRANKLIN RESOURCES INC | 550 | $22.9K | 0.00% | 2025-12-31 |
| 164 | Smartleaf Asset Management LLC | 428 | $17.8K | 0.00% | 2025-12-31 |
| 165 | Orion Capital Management LLC | 255 | $10.6K | 0.00% | 2025-12-31 |
| 166 | AE Wealth Management LLC | 198 | $8.2K | 0.00% | 2025-12-31 |
| 167 | BANK OF AMERICA CORP /DE/ | 163 | $6.9K | 0.00% | 2025-12-31 |
| 168 | Qube Research & Technologies Ltd | 161 | $6.7K | 0.00% | 2025-12-31 |
| 169 | Seneschal Advisors, LLC | 159 | $6.6K | 0.00% | 2025-12-31 |
| 170 | 1620 INVESTMENT ADVISORS, INC. | 140 | $5.8K | 0.00% | 2025-12-31 |
| 171 | Greenline Wealth Management LLC | 98 | $4.1K | 0.00% | 2025-12-31 |
| 172 | PARK AVENUE SECURITIES LLC | 83,630 | $3.5K | 0.40% | 2025-12-31 |
| 173 | Cambridge Investment Research Advisors, Inc. | 25,391 | $1.1K | 0.12% | 2025-12-31 |
| 174 | CWM, LLC | 17,755 | $738 | 0.08% | 2025-12-31 |
| 175 | Rockefeller Capital Management L.P. | 17 | $721 | 0.00% | 2025-09-30 |
| 176 | Coston, McIsaac & Partners | 16,220 | $674 | 0.07% | 2025-12-31 |
| 177 | HRT FINANCIAL LP | 7,738 | $321 | 0.03% | 2025-12-31 |
| 178 | Betterment LLC | 5,584 | $232 | 0.02% | 2025-12-31 |
| 179 | Cloud Capital Management, LLC | 3,820 | $161 | 0.01% | 2025-09-30 |
| 180 | Plante Moran Financial Advisors, LLC | 1 | $42 | 0.00% | 2025-12-31 |
| 181 | SIGNATUREFD, LLC | 0 | $11 | 0.00% | 2025-12-31 |