DIMENSIONAL ETF TRUST

Ticker: DFLV CUSIP: 25434V666 Class: US LARGE CAP VAL

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Savant Capital, LLC17,497,390$598,586
Corient Private Wealth LLC5,967,378$164,921
COLDSTREAM CAPITAL MANAGEMENT INC4,440,601$151,913
Foster Group, Inc.4,143,117$141,736
Truepoint, Inc.3,410,368$116,669
EP Wealth Advisors, LLC3,126,872$106,970
MOSAIC FAMILY WEALTH PARTNERS, LLC2,957,759$101,185
Root Financial Partners, LLC2,744,210$93,879
Vise Technologies, Inc.2,580,784$88,289
Pathstone Holdings, LLC2,559,158$87,549
Cetera Investment Advisers2,321,233$79,409
Summit Financial Strategies, Inc.2,201,232$75,304
HighTower Advisors, LLC2,162,734$73,987
Beacon Pointe Advisors, LLC2,075,239$70,994
DiNuzzo Private Wealth, Inc.1,815,396$62,105
Cerity Partners LLC1,760,605$60,230
LPL Financial LLC1,588,108$54,329
PHILLIPS FINANCIAL MANAGEMENT, LLC1,464,846$50,112
BANK OF MONTREAL /CAN/1,373,880$47,000
Quent Long Short Global Small Cap Fund, LP1,326,195$45,369
Quent Capital, LLC1,326,195$45,369
Apella Capital, LLC1,318,903$45,120
Index Fund Advisors, Inc.1,205,736$41,248
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,205,696$42,682
MATHER GROUP, LLC.1,180,027$40,369
Premier Financial Group1,135,825$39,038
Destiny Wealth Partners, LLC1,035,634$36,982
CWM, LLC968,394$33
BANK OF AMERICA CORP /DE/966,066$33,049
EXENCIAL WEALTH ADVISORS, LLC945,906$32,359
Mariner, LLC942,514$32,243
OneDigital Investment Advisors LLC935,581$32,006
EnRich Financial Partners LLC934,046$31,954
Team Hewins, LLC915,237$31,310
Acropolis Investment Management, LLC897,676$30,710
GREAT OAK CAPITAL PARTNERS, LLC893,483$30,941
Tumwater Wealth Management, LLC891,486$30,498
WPWealth LLP886,730$30,335
ACORN CREEK CAPITAL LLC793,178$27,135
Diversified Portfolios, Inc.768,137$26,278
Tilson Financial Group, Inc.764,535$26,155
Fort Vancouver Investment Management, LLC742,632$25,405
Betterment LLC740,678$25
RAYMOND JAMES FINANCIAL INC702,511$24,033
Wescott Financial Advisory Group, LLC679,626$23,250
Wealth Architects, LLC661,399$22,626
STAGE HARBOR FINANCIAL, LLC632,635$21,642
TOBIAS FINANCIAL ADVISORS, INC.599,978$20,525
Three Arch Wealth Management LLC598,695$20,481
HILL ISLAND FINANCIAL LLC594,638$20,343
Creative Planning571,116$19,538
VeraBank, N.A.540,716$18,498
Evanson Asset Management, LLC527,946$18,061
Lakeshore Financial Planning, Inc.516,378$17,665
ECLECTIC ASSOCIATES INC /ADV508,799$17,406
JPMORGAN CHASE & CO472,868$16,177
Financial Engines Advisors L.L.C.445,486$15,240
Trinity Financial Advisors LLC432,317$14,790
KELLY FINANCIAL GROUP LLC430,807$14,738
Austin Asset Management Co Inc430,083$14,713
Schoolcraft Capital LLC406,193$13,896
Chicago Partners Investment Group LLC391,347$13,936
LIBERTY WEALTH MANAGEMENT LLC386,810$13,233
Advisory Alpha, LLC382,785$13,095
Linscomb & Williams, Inc.380,248$13,008
Sterling Wealth Management, Inc.373,537$12,779
BOS Asset Management, LLC373,499$12,777
Francis Financial, Inc.362,504$12,401
MARYLAND CAPITAL ADVISORS INC.351,235$12,016
Disciplined Investments, LLC350,864$12,003
FinDec Wealth Services, Inc.344,721$11,793
Allworth Financial LP340,764$11,658
Burk Holdings LLC339,566$11,617
Equita Financial Network, Inc.324,916$11,115
RFG Advisory, LLC324,501$11,101
Prudent Man Investment Management, Inc.305,129$10,438
Pillar Financial Advisors, LLC288,829$9,881
SAX WEALTH ADVISORS, LLC288,144$9,857
Foundry Financial LLC284,673$9,739
LEGACY FINANCIAL GROUP, INC.274,750$9,399
Level Financial Advisors, Inc.274,575$9,393
TCI Wealth Advisors, Inc.270,316$9,248
Focus Partners Wealth270,266$9,246
Gemmer Asset Management LLC269,393$9,216
Golden Bell Financial Planning LLC261,083$8,932
MONOGRAPH WEALTH ADVISORS, LLC259,098$8,864
Sequoia Financial Advisors, LLC256,135$8,762
COMMONWEALTH EQUITY SERVICES, LLC248,126$8,488
Ruedi Wealth Management, Inc.233,770$7,997
FIDUCIARY FINANCIAL GROUP, LLC233,400$7,985
SB Capital Management Inc224,042$7,664
Longview Financial Advisors LLC221,940$7,593
SENTINEL PENSION ADVISORS INC217,650$7,446
Buckingham Strategic Partners210,932$7,216
Miracle Mile Advisors, LLC210,538$7,202
Atlantic Union Bankshares Corp203,071$6,947
OSAIC HOLDINGS, INC.201,915$6,908
Mustard Seed Financial, LLC201,613$6,897
VANCE WEALTH, LLC198,367$6,786
NewEdge Advisors, LLC197,246$6,748
245 other institutions11,115,037$366,491
Total (345 institutions)121,910,926$4,063,279