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Who holds DFSD

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

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FundSharesValue% of portfolio
Focus Partners Wealth7.3M$346.4M0.4%
Vermillion Wealth Management, Inc.6.7K$320.2M0.1%
Focus Partners Advisor Solutions, LLC6.3M$302.7M2.6%
Apella Capital, LLC5.4M$258.5M3.7%
OneDigital Investment Advisors LLC3.9M$185.3M1.6%
Savant Capital, LLC3.7M$174.5M0.5%
Root Financial Partners, LLC3.6M$173.7M6.7%
Vise Technologies, Inc.3.5M$166.7M1.9%
Beaird Harris Wealth Management, LLC3.2M$152.8M9.6%
Planning Center, Inc.2.9M$138.7M13.1%
ENVESTNET ASSET MANAGEMENT INC2.7M$128.1M0.0%
DiNuzzo Private Wealth, Inc.2.1M$99.3M9.8%
Great Waters Wealth Management1.9M$93.1M8.6%
PHILLIPS FINANCIAL MANAGEMENT, LLC1.8M$83.9M6.1%
Rachor Investment Advisory Services, LLC1.5M$72.5M35.7%
Rather & Kittrell, Inc.1.4M$68.3M9.5%
Diversified Portfolios, Inc.1.3M$63.7M4.6%
ASSETMARK, INC1.3M$61.3M0.1%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1.3M$60.7M8.6%
COMMONWEALTH EQUITY SERVICES, LLC1.2M$58.7M0.1%
WPWealth LLP1.2M$56.8M8.4%
Ruedi Wealth Management, Inc.1.1M$54.7M12.8%
55 North Private Wealth, LLC1.1M$51.3M10.1%
Beacon Pointe Advisors, LLC1.0M$49.9M0.2%
Financial Plan, Inc.1.0M$49.6M4.7%
CURIO WEALTH, LLC1.0M$49.3M15.3%
RAM Investment Partners, LLC1.0M$48.2M7.7%
CPA Asset Management Group, LLC980.9K$46.8M13.5%
Parkwoods Wealth Partners, LLC972.1K$46.4M7.5%
PARK AVENUE SECURITIES LLC903.2K$43.1M0.3%
Altiora Financial Group, LLC876.9K$41.9M6.6%
BANK OF AMERICA CORP /DE/847.8K$40.5M0.0%
Signature Resources Capital Management, LLC812.6K$38.8M15.3%
Wealthquest Corp804.1K$38.4M2.4%
Elser Financial Planning, Inc798.1K$38.1M1.7%
ECLECTIC ASSOCIATES INC /ADV795.7K$38.0M4.3%
MASECO LLP772.4K$36.9M1.0%
Wheelhouse Advisory Group LLC771.2K$36.8M10.4%
GREAT OAK CAPITAL PARTNERS, LLC663.9K$31.6M6.8%
NORTHWEST WEALTH MANAGEMENT, LLC640.2K$30.6M4.0%
Mattern Wealth Management LLC604.5K$28.9M4.7%
Valued Wealth Advisors LLC601.2K$28.7M10.4%
Allegiance Financial Group Advisory Services LLC581.1K$27.7M4.8%
Farther Finance Advisors, LLC579.7K$27.7M0.2%
JACKSON THORNTON WEALTH MANAGEMENT, LLC549.1K$26.2M2.1%
Keyes, Stange & Wooten Wealth Management, LLC542.0K$25.9M10.3%
LEGACY FINANCIAL GROUP, INC.538.9K$25.7M6.0%
Cornerstone Wealth Partners, LLC529.6K$25.3M11.8%
SC&H Financial Advisors, Inc.528.6K$25.2M3.3%
Factor Wealth Management LTD521.1K$24.9M3.8%
Wolfstich Capital, LLC511.7K$24.4M18.9%
Cambridge Investment Research Advisors, Inc.510.5K$24.4M0.1%
Sterling Wealth Advisors Inc506.1K$24.2M13.1%
Allworth Financial LP498.3K$23.8M0.1%
Vestment Financial LLC492.7K$23.5M10.5%
Guardian Wealth Management, LLC489.3K$23.4M6.5%
AWM CAPITAL, LLC464.6K$22.2M1.8%
Three Arch Wealth Management LLC458.1K$21.9M3.4%
LPL Financial LLC454.8K$21.7M0.0%
Pacific Asset Management, LLC448.7K$21.4M10.5%
Top Fund Holdings
13F
Top Fund Holdings

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