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Who holds DFAI

DIMENSIONAL ETF TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.353.5K$14.6B3.4%
ENVESTNET ASSET MANAGEMENT INC27.8M$1.1B0.3%
First Command Advisory Services, Inc.15.3M$630.0M3.7%
PRUDENTIAL FINANCIAL INC14.9M$616.6M0.7%
BANK OF AMERICA CORP /DE/10.4M$429.4M0.0%
&PARTNERS9.8M$405.6M1.7%
NORTHERN TRUST CORP7.9M$324.5M0.0%
SYM FINANCIAL Corp6.7M$277.6M22.3%
ROYAL BANK OF CANADA6.5M$267.0M0.0%
COLDSTREAM CAPITAL MANAGEMENT INC5.6M$232.5M2.9%
LPL Financial LLC4.8M$196.1M0.0%
UBS Group AG4.6M$188.4M0.0%
Root Financial Partners, LLC4.5M$186.8M7.3%
Vise Technologies, Inc.4.5M$185.4M2.1%
Mariner, LLC4.4M$179.4M0.2%
MAI Capital Management4.2M$172.1M0.6%
Annex Advisory Services, LLC4.1M$170.3M2.9%
Moisand Fitzgerald Tamayo, LLC3.7M$152.3M14.9%
McKinley Carter Wealth Services, Inc.3.6M$150.0M7.7%
Corient Private Wealth LP3.1M$126.8M0.2%
MERCER GLOBAL ADVISORS INC /ADV3.0M$122.6M0.2%
Pure Financial Advisors, LLC2.9M$120.7M1.5%
LVZ, Inc.2.9M$120.4M12.2%
Clearstead Advisors, LLC2.8M$117.3M1.1%
Sequoia Financial Advisors, LLC2.8M$116.6M0.6%
One Capital Management, LLC3.0M$115.1M3.2%
OneDigital Investment Advisors LLC2.8M$113.5M1.0%
COMMONWEALTH EQUITY SERVICES, LLC2.6M$108.6M0.1%
FIRST NATIONAL BANK OF OMAHA2.6M$107.9M3.0%
Cetera Investment Advisers2.6M$107.0M0.1%
Klaas Financial Asset Advisors, LLC2.4M$100.7M12.5%
Focus Partners Advisor Solutions, LLC2.4M$99.6M0.8%
Apollon Wealth Management, LLC2.4M$99.1M1.2%
MASECO LLP2.4M$98.1M2.8%
Beacon Pointe Advisors, LLC2.3M$94.4M0.4%
Marquette Asset Management, LLC2.2M$92.6M11.9%
Focus Partners Wealth2.2M$92.5M0.1%
Zhang Financial LLC2.1M$87.1M2.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.0M$82.8M0.0%
Wealthspire Advisors, LLC2.0M$82.6M0.5%
Cerity Partners LLC2.0M$80.9M0.1%
RAM Investment Partners, LLC1.9M$79.8M12.8%
Berman McAleer LLC1.8M$75.2M8.7%
EP Wealth Advisors, LLC1.8M$74.9M0.3%
Savant Capital, LLC1.8M$74.9M0.2%
Financial Management Professionals, Inc.1.7M$71.5M6.8%
WNY Asset Management, LLC1.7M$69.6M6.2%
BRIGHTON JONES LLC1.7M$68.5M1.3%
Bedel Financial Consulting, Inc.1.6M$65.3M6.1%
Bridgewater Advisors Inc.1.5M$63.1M3.4%
RVW Wealth, LLC1.5M$63.0M4.1%
Pioneer Wealth Management Group1.5M$62.6M15.1%
Wealth Dimensions Group, Ltd.1.5M$60.4M10.8%
First National Advisers, LLC1.4M$59.5M8.4%
Aptus Capital Advisors, LLC1.4M$59.3M0.4%
NewEdge Advisors, LLC1.4M$57.7M0.2%
OSAIC HOLDINGS, INC.1.3M$55.4M0.1%
Aquire Wealth Advisors, LLC1.3M$54.2M12.4%
HARBOUR INVESTMENTS, INC.1.3M$52.6M0.7%
Great Point Wealth Advisors, LLC1.3M$52.6M8.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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