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Who holds DFSV

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

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FundSharesValue% of portfolio
Savant Capital, LLC25.0M$976.1M2.9%
MATHER GROUP, LLC.6.6M$257.3M2.2%
JMG Financial Group, Ltd.6.3M$244.8M5.9%
Focus Partners Wealth4.7M$182.4M0.2%
Cetera Investment Advisers4.7M$182.3M0.2%
Cerity Partners LLC4.5M$173.4M0.2%
RITHOLTZ WEALTH MANAGEMENT4.1M$157.8M2.4%
Corient Private Wealth LP3.2M$125.8M0.2%
Modera Wealth Management, LLC2.9M$114.4M1.2%
Index Fund Advisors, Inc.2.8M$110.3M4.4%
Pathstone Holdings, LLC2.7M$103.5M0.3%
ENVESTNET ASSET MANAGEMENT INC2.4M$92.3M0.0%
LPL Financial LLC2.4M$91.6M0.0%
Focus Partners Advisor Solutions, LLC2.2M$86.3M0.7%
Creative Planning2.2M$84.9M0.0%
Arista Wealth Management, LLC2.2M$83.5M9.0%
RAYMOND JAMES FINANCIAL INC2.0M$76.4M0.0%
BANK OF AMERICA CORP /DE/1.7M$66.1M0.0%
Vestmark Advisory Solutions, Inc.1.5M$57.6M0.5%
EP Wealth Advisors, LLC1.3M$51.7M0.2%
DiNuzzo Private Wealth, Inc.1.3M$50.5M5.0%
Truepoint, Inc.1.2M$46.3M1.0%
Evanson Financial, LLC1.2M$45.0M2.2%
COLDSTREAM CAPITAL MANAGEMENT INC1.1M$44.9M0.6%
MOSAIC FAMILY WEALTH PARTNERS, LLC1.0M$40.0M2.7%
Leading Edge Financial Planning LLC1.0M$39.8M7.1%
BANK OF MONTREAL /CAN/1.0M$39.7M0.0%
OSAIC HOLDINGS, INC.968.7K$37.6M0.0%
Integrity Advisory Solutions, LLC940.1K$36.5M3.8%
HARBOUR INVESTMENTS, INC.930.1K$36.1M0.5%
Elser Financial Planning, Inc923.6K$35.8M1.6%
Seaside Wealth Management, Inc.922.5K$35.8M8.8%
Stordahl Capital Management, Inc.913.6K$35.4M6.5%
NORTHERN TRUST CORP905.5K$35.1M0.0%
United Wealth Management, LLC904.3K$35.1M7.9%
JACKSON THORNTON WEALTH MANAGEMENT, LLC873.3K$33.9M2.7%
Beacon Pointe Advisors, LLC848.2K$32.9M0.2%
von Borstel & Associates, Inc.839.0K$32.5M6.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC826.9K$32.1M0.1%
Hassell Wealth Management, LLC771.0K$29.4M9.0%
Zhang Financial LLC750.7K$29.1M0.9%
Diversified Portfolios, Inc.734.8K$28.5M2.1%
Rather & Kittrell, Inc.719.1K$27.9M3.9%
Sequoia Financial Advisors, LLC714.8K$27.7M0.1%
PARK AVENUE SECURITIES LLC714.2K$27.7M0.2%
INTEGRITY ALLIANCE, LLC.704.5K$27.3M0.9%
OneDigital Investment Advisors LLC665.5K$25.8M0.2%
Retirement Solution LLC658.0K$25.5M5.0%
COMMONWEALTH EQUITY SERVICES, LLC644.6K$25.0M0.0%
Factor Wealth Management LTD634.6K$24.6M3.7%
Chicago Partners Investment Group LLC594.8K$23.3M0.5%
Wealth Dimensions Group, Ltd.587.0K$22.8M4.1%
Integris Wealth Management, LLC585.9K$22.7M4.6%
Safeguard Investment Advisory Group, LLC584.1K$22.7M5.2%
Wealth Advisors Northwest LLC565.0K$21.9M7.5%
Krilogy Financial LLC562.5K$21.8M0.6%
Vermillion Wealth Management, Inc.541$21.0M0.0%
Perigon Wealth Management, LLC539.4K$20.9M0.3%
Alpha Financial Advisors, LLC516.2K$20.0M5.2%
ROYAL BANK OF CANADA512.1K$19.9M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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