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Who holds DFAS

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

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.119.3K$9.8B2.3%
Creative Planning27.8M$2.3B1.3%
NORTHERN TRUST CORP9.4M$778.1M0.1%
BANK OF AMERICA CORP /DE/6.8M$561.7M0.0%
Index Fund Advisors, Inc.5.9M$484.8M19.2%
Focus Partners Wealth3.3M$269.8M0.3%
Pure Financial Advisors, LLC3.3M$268.7M3.4%
TCI Wealth Advisors, Inc.2.8M$232.3M10.0%
Root Financial Partners, LLC2.3M$191.8M7.5%
Vise Technologies, Inc.2.2M$184.3M2.1%
ENVESTNET ASSET MANAGEMENT INC1.9M$154.3M0.0%
MERCER GLOBAL ADVISORS INC /ADV1.5M$124.1M0.2%
Midwest Trust Co1.3M$109.4M1.2%
Savant Capital, LLC1.3M$105.4M0.3%
BANK OF MONTREAL /CAN/1.2M$102.8M0.0%
Confluence Wealth Services, Inc.1.2M$101.8M2.9%
Plancorp, LLC1.2M$100.6M2.5%
Evanson Financial, LLC1.2M$100.3M4.9%
ROYAL BANK OF CANADA1.2M$98.9M0.0%
Premier Financial Group1.2M$97.0M19.5%
Great Waters Wealth Management1.2M$94.7M8.8%
RAYMOND JAMES FINANCIAL INC1.1M$92.8M0.0%
WASHINGTON TRUST BANK1.1M$91.9M6.4%
UBS Group AG1.1M$87.9M0.0%
Moisand Fitzgerald Tamayo, LLC979.6K$80.7M7.9%
Focus Partners Advisor Solutions, LLC943.4K$77.7M0.7%
LPL Financial LLC942.8K$77.6M0.0%
Sageworth Trust Co919.4K$75.7M3.0%
Pathstone Holdings, LLC908.8K$74.8M0.2%
DAVENPORT & Co LLC901.3K$74.2M0.4%
First Command Advisory Services, Inc.887.3K$73.0M0.4%
BROWN ADVISORY INC878.7K$72.4M0.1%
Bernicke Wealth Management, Ltd.833.7K$68.6M8.0%
Bleakley Financial Group, LLC820.2K$67.5M0.9%
Wealth Management Nebraska808.4K$66.6M5.9%
Stordahl Capital Management, Inc.724.3K$59.6M10.9%
MassMutual Private Wealth & Trust, FSB719.3K$59.2M1.5%
DiNuzzo Private Wealth, Inc.719.2K$59.2M5.9%
Cerity Partners LLC704.9K$58.0M0.1%
Mariner, LLC685.9K$56.5M0.1%
Cetera Investment Advisers679.3K$55.9M0.1%
EP Wealth Advisors, LLC676.2K$55.7M0.2%
COMMONWEALTH EQUITY SERVICES, LLC673.0K$55.4M0.1%
Chicago Partners Investment Group LLC684.5K$55.1M1.1%
Three Arch Wealth Management LLC622.0K$51.2M7.9%
DIXON FNANCIAL SERVICES, INC.553.7K$45.6M18.5%
THRIVENT FINANCIAL FOR LUTHERANS549.4K$45.2M0.1%
Elser Financial Planning, Inc539.3K$44.4M1.9%
SAX WEALTH ADVISORS, LLC603.3K$42.9M1.7%
TRUIST FINANCIAL CORP516.2K$42.5M0.1%
Modera Wealth Management, LLC511.6K$42.1M0.4%
KWMG, LLC511.5K$42.1M3.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO511.2K$42.1M0.0%
Beaird Harris Wealth Management, LLC505.3K$41.6M2.6%
Hurlow Wealth Management Group, Inc.504.2K$41.5M8.6%
Corient Private Wealth LP493.4K$40.6M0.1%
OSAIC HOLDINGS, INC.492.2K$40.5M0.0%
Richard Young Associates, Ltd.463.8K$38.2M25.4%
DecisionPoint Financial, LLC451.3K$37.0M6.9%
Austin Asset Management Co Inc447.8K$36.9M5.1%
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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