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Who holds DFSI

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

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FundSharesValue% of portfolio
Vermillion Wealth Management, Inc.11.9K$538.5M0.1%
Focus Partners Wealth1.2M$55.0M0.1%
MASECO LLP1.0M$45.7M1.3%
AWM CAPITAL, LLC995.3K$44.9M3.6%
Pathstone Holdings, LLC984.9K$44.4M0.1%
Quantum Financial Advisors, LLC831.1K$37.5M3.7%
Francis Financial, Inc.767.3K$34.6M5.7%
Abacus Wealth Partners, LLC605.3K$27.3M2.9%
Five Oceans Advisors426.6K$19.2M6.2%
EP Wealth Advisors, LLC426.2K$19.2M0.1%
Citrine Capital LLC393.5K$17.7M6.6%
Retirement Solution LLC349.5K$15.8M3.1%
Savant Capital, LLC309.2K$14.0M0.0%
Apella Capital, LLC303.8K$13.8M0.2%
Forum Financial Management, LP269.2K$12.1M0.2%
MERCER GLOBAL ADVISORS INC /ADV248.5K$11.2M0.0%
Elser Financial Planning, Inc239.8K$10.8M0.5%
Bank of New York Mellon Corp228.4K$10.3M0.0%
Balanced Rock Investment Advisors LLC220.6K$10.0M6.2%
Wealthspire Advisors, LLC218.8K$9.9M0.1%
HILL ISLAND FINANCIAL LLC203.3K$9.2M2.0%
Allodium Investment Consultants, LLC201.9K$9.1M3.9%
Planning Center, Inc.185.2K$8.4M0.8%
Focus Partners Advisor Solutions, LLC184.9K$8.3M0.1%
New Capital Management LP180.0K$8.1M1.8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC156.5K$7.1M0.0%
Pure Financial Advisors, LLC155.1K$7.0M0.1%
Wealth Architects, LLC153.3K$6.9M0.5%
RAM Investment Partners, LLC141.7K$6.4M1.0%
QUARRY HILL ADVISORS, LLC130.9K$5.9M2.3%
Greenspring Advisors, LLC122.7K$5.5M0.3%
Beacon Pointe Advisors, LLC122.6K$5.5M0.0%
OneDigital Investment Advisors LLC120.5K$5.4M0.0%
Corient Private Wealth LP117.8K$5.3M0.0%
Perigon Wealth Management, LLC111.6K$5.0M0.1%
Triune Financial Partners, LLC111.2K$5.0M1.0%
Betterment LLC110.5K$5.0M0.0%
TCI Wealth Advisors, Inc.110.3K$5.0M0.2%
Laurel Wealth Planning LLC108.0K$4.9M2.2%
BROWN ADVISORY INC104.1K$4.7M0.0%
Donalies Financial Planning, LLC100.6K$4.5M3.3%
RAYMOND JAMES FINANCIAL INC99.0K$4.5M0.0%
Angeles Investment Advisors, LLC98.0K$4.4M0.3%
BRIGHTON JONES LLC97.8K$4.4M0.1%
Garde Capital, Inc.94.1K$4.2M0.2%
Aspen Capital Management, LLC92.6K$4.2M0.9%
Equita Financial Network, Inc.88.3K$4.0M1.1%
JANE STREET GROUP, LLC86.3K$3.9M0.0%
RW Investment Management LLC86.0K$3.9M0.3%
Cerity Partners LLC84.2K$3.8M0.0%
Simplicity Wealth,LLC82.7K$3.7M0.1%
Asset Dedication, LLC80.5K$3.6M0.2%
Sequoia Financial Advisors, LLC78.3K$3.5M0.0%
Momentous Wealth Management, Inc.75.0K$3.4M1.7%
Clarity Wealth Development LLC74.2K$3.3M1.9%
Cardinal Point Capital Management ULC73.3K$3.3M0.2%
BEACON HILL WEALTH MANAGEMENT LTD.67.9K$3.1M2.1%
Revolve Wealth Partners, LLC61.9K$2.8M0.3%
Rockbridge Investment Management, LCC60.8K$2.7M0.2%
Addison Advisors LLC59.3K$2.7M1.3%
Top Fund Holdings
13F
Top Fund Holdings

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