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Who holds DFAT

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

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.23.3K$1.6B0.4%
Creative Planning13.3M$930.0M0.5%
Focus Partners Wealth12.5M$873.2M0.9%
Forum Financial Management, LP10.4M$725.8M9.3%
Index Fund Advisors, Inc.6.3M$442.4M17.6%
Pure Financial Advisors, LLC5.7M$399.3M5.1%
Focus Partners Advisor Solutions, LLC5.6M$393.7M3.3%
Savant Capital, LLC5.4M$375.0M1.1%
EP Wealth Advisors, LLC4.8M$332.2M1.3%
JACKSON THORNTON WEALTH MANAGEMENT, LLC2.8M$196.7M15.6%
Asset Dedication, LLC2.5M$178.2M11.2%
Apella Capital, LLC2.1M$144.1M2.0%
RAYMOND JAMES FINANCIAL INC1.8M$128.3M0.0%
Corient Private Wealth LP1.8M$125.9M0.2%
Trust Co of the South1.8M$122.6M17.3%
MERCER GLOBAL ADVISORS INC /ADV1.7M$117.6M0.1%
BANK OF AMERICA CORP /DE/1.6M$113.2M0.0%
EARNED WEALTH ADVISORS, LLC1.5M$105.3M6.8%
Smartleaf Asset Management LLC1.5M$104.2M3.4%
Truepoint, Inc.1.5M$102.3M2.1%
GREAT OAK CAPITAL PARTNERS, LLC1.4M$100.2M21.7%
Sequoia Financial Advisors, LLC1.4M$97.3M0.5%
Cerity Partners LLC1.3M$93.4M0.1%
LPL Financial LLC1.3M$88.0M0.0%
Premier Financial Group1.2M$82.7M16.6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.2M$79.6M0.1%
Sensible Money, LLC1.1M$76.3M20.2%
Evanson Financial, LLC1.1M$76.2M3.7%
Allworth Financial LP1.1M$74.2M0.3%
Abacus Wealth Partners, LLC1.0M$71.6M7.5%
Parkwoods Wealth Partners, LLC925.4K$64.7M10.4%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma922.7K$64.5M0.9%
Team Hewins, LLC917.9K$64.2M17.6%
Great Waters Wealth Management888.4K$62.1M5.8%
JONES FINANCIAL COMPANIES LLLP846.8K$59.2M0.0%
ASSETMARK, INC845.9K$59.1M0.1%
ENVESTNET ASSET MANAGEMENT INC825.2K$57.7M0.0%
Joel Isaacson & Co., LLC823.9K$57.6M1.7%
BAYSHORE ASSET MANAGEMENT, LLC816.6K$57.1M20.4%
Mariner, LLC787.2K$55.0M0.1%
Modera Wealth Management, LLC770.6K$53.9M0.6%
MONOGRAPH WEALTH ADVISORS, LLC756.9K$52.9M4.3%
Plancorp, LLC758.0K$52.8M1.3%
RW Investment Management LLC741.8K$51.8M4.6%
Three Arch Wealth Management LLC730.9K$51.1M7.8%
PHILLIPS FINANCIAL MANAGEMENT, LLC712.7K$49.8M3.7%
SAX WEALTH ADVISORS, LLC775.4K$48.4M2.0%
KEB ASSET MANAGEMENT, LLC685.0K$47.9M7.8%
Cetera Investment Advisers662.4K$46.3M0.0%
JPMORGAN CHASE & CO658.1K$46.0M0.0%
Tumwater Wealth Management, LLC636.7K$44.5M16.1%
Aspen Wealth Management LLC584.7K$40.9M6.9%
Richard Young Associates, Ltd.558.6K$39.0M26.0%
Confluence Wealth Services, Inc.554.6K$38.8M1.1%
Financial Harvest, LLC538.1K$37.6M15.5%
UBS Group AG529.3K$37.0M0.0%
MOSAIC FAMILY WEALTH PARTNERS, LLC505.9K$35.4M2.4%
EnRich Financial Partners LLC504.5K$35.3M8.4%
Beaird Harris Wealth Management, LLC472.4K$33.0M2.1%
Summit Financial Strategies, Inc.472.3K$33.0M2.3%
Top Fund Holdings
13F
Top Fund Holdings

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