Funds holding Dimensional ETF Trust
1 fund declares a position · 0 ETFs and 1 other funds · 760.6K $ · US25434V6662
Other lines from the same issuer : Dimensional ETF Trust (US25434V4014), Dimensional ETF Trust (US25434V8726), Dimensional ETF Trust (US25434V2034), Dimensional ETF Trust (US25434V7082), Dimensional International Core (US25434V7991), Dimensional ETF Trust (US25434V3024), Dimensional ETF Trust (US25434V8239), Dimensional ETF Trust (US25434V8312)
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 21,300 | 760.6K $ | 1.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
366 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Savant Capital, LLC | 20,622,687 | 736.4M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 6,770,021 | 241.6M $ | as of Mar 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4,591,120 | 163.9M $ | as of Mar 31, 2026 |
| Foster Group, Inc. | 4,059,266 | 145M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 3,667,210 | 131M $ | as of Mar 31, 2026 |
| Truepoint, Inc. | 3,585,713 | 128M $ | as of Mar 31, 2026 |
| Root Financial Partners, LLC | 3,143,873 | 112.3M $ | as of Mar 31, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,995,202 | 107M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 2,793,707 | 99.8M $ | as of Mar 31, 2026 |
| Pathstone Holdings, LLC | 2,553,519 | 91.2M $ | as of Mar 31, 2026 |
| Vise Technologies, Inc. | 2,580,784 | 88.3M $ | as of Mar 31, 2026 |
| Summit Financial Strategies, Inc. | 2,408,269 | 86M $ | as of Mar 31, 2026 |
| Beacon Pointe Advisors, LLC | 2,191,034 | 78.2M $ | as of Mar 31, 2026 |
| Cerity Partners LLC | 2,166,874 | 77.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 2,161,041 | 77.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,808,994 | 64.6M $ | as of Mar 31, 2026 |
| DiNuzzo Private Wealth, Inc. | 1,804,410 | 64.4M $ | as of Mar 31, 2026 |
| Apella Capital, LLC | 1,464,732 | 54.7M $ | as of Mar 31, 2026 |
| Quent Capital, LLC | 1,475,653 | 52.7M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 1,463,782 | 52.3M $ | as of Mar 31, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,411,955 | 50.4M $ | as of Mar 31, 2026 |
| Index Fund Advisors, Inc. | 1,368,350 | 48.9M $ | as of Mar 31, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | 1,326,979 | 47.4M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 1,244,911 | 44.5M $ | as of Mar 31, 2026 |
| Premier Financial Group | 1,138,949 | 40.9M $ | as of Mar 31, 2026 |