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Who holds DFNM

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

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.73.6K$3.6B0.8%
Focus Partners Wealth5.1M$245.0M0.3%
Truepoint, Inc.3.2M$155.2M3.2%
Focus Partners Advisor Solutions, LLC1.6M$79.6M0.7%
Apella Capital, LLC1.6M$76.8M1.1%
Foster Group, Inc.1.5M$71.7M1.9%
Symmetry Partners, LLC1.3M$62.1M3.2%
GeoWealth Management, LLC1.1M$51.0M1.6%
Rather & Kittrell, Inc.939.1K$45.4M6.3%
Sequoia Financial Advisors, LLC896.2K$43.3M0.2%
Pathstone Holdings, LLC808.8K$39.1M0.1%
Beaird Harris Wealth Management, LLC796.4K$38.5M2.4%
MBL Wealth, LLC776.5K$37.5M2.6%
AWM CAPITAL, LLC725.1K$35.0M2.8%
COMMONWEALTH EQUITY SERVICES, LLC672.0K$32.5M0.0%
Waterford Advisors, LLC545.3K$28.8M7.9%
RAM Investment Partners, LLC583.6K$28.2M4.5%
LPL Financial LLC578.7K$28.0M0.0%
Graves Light Lenhart Wealth, Inc.556.7K$26.9M2.5%
Mattern Wealth Management LLC548.9K$26.5M4.4%
BANK OF AMERICA CORP /DE/481.2K$23.3M0.0%
ASPIRIANT, LLC432.6K$20.9M0.5%
HFM Investment Advisors, LLC428.7K$20.7M7.3%
Savant Capital, LLC376.0K$18.2M0.1%
Austin Wealth Management, LLC364.9K$17.5M3.7%
Vestment Financial LLC352.0K$17.0M7.6%
ASSETMARK, INC350.6K$16.9M0.0%
Yardley Wealth Management LLC328.2K$15.9M7.2%
Wheelhouse Advisory Group LLC318.4K$15.4M4.3%
Resonant Capital Advisors, LLC280.9K$13.6M0.6%
Brady Martz Wealth Solutions, LLC272.9K$13.2M2.0%
Strathmore Capital Advisors, Inc.255.6K$12.2M3.3%
DOPKINS WEALTH MANAGEMENT, LLC247.4K$12.0M4.3%
Vested Financial Planning, LLC245.1K$11.8M8.0%
Allworth Financial LP237.5K$11.5M0.0%
ENTREWEALTH, LLC233.4K$11.2M4.1%
OSAIC HOLDINGS, INC.230.6K$11.1M0.0%
West Financial Advisors, LLC215.7K$10.4M1.6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC212.3K$10.2M0.0%
55 North Private Wealth, LLC211.7K$10.2M2.0%
Integrated Wealth Concepts LLC206.7K$10.0M0.1%
ENVESTNET ASSET MANAGEMENT INC203.5K$9.8M0.0%
Plancorp, LLC201.9K$9.7M0.2%
Citrine Capital LLC200.9K$9.7M3.6%
Guardian Wealth Management, LLC198.0K$9.6M2.7%
25 LLC195.4K$9.4M2.6%
Outbound Financial Inc188.5K$9.1M5.9%
VESTIA PERSONAL WEALTH ADVISORS178.2K$8.6M3.4%
Porter White Investment Advisors, Inc.176.6K$8.5M3.3%
Forza Wealth Management, LLC174.2K$8.4M2.6%
CONFLUENCE INVESTMENT MANAGEMENT LLC181.4K$8.3M0.1%
Compass Financial Group, Inc.164.5K$8.0M3.4%
RW Investment Management LLC164.2K$7.9M0.7%
Mills Wealth Advisors LLC164.0K$7.9M2.5%
Concurrent Investment Advisors, LLC162.6K$7.9M0.1%
JPMORGAN CHASE & CO153.3K$7.4M0.0%
Optimus Capital Advisors, LLC152.3K$7.4M4.0%
Core Wealth Management, Inc.150.6K$7.3M2.0%
MARYLAND CAPITAL ADVISORS INC.149.3K$7.2M2.3%
United Wealth Management, LLC138.3K$6.7M1.5%
Top Fund Holdings
13F
Top Fund Holdings

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