DIMENSIONAL ETF TRUST

Ticker: DFIP CUSIP: 25434V856 Class: INFLATION PROTE

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

InstitutionSharesValue ($000)
Matson Money. Inc.3,735,599$155,251
Beacon Pointe Advisors, LLC1,133,875$47,118
Heirloom Wealth Management1,096,011$45,545
Planning Center, Inc.1,016,625$42,246
Hill Investment Group Partners, LLC802,608$33,352
Geometric Wealth Advisors525,921$21,855
PINNEY & SCOFIELD, INC.520,444$21,627
Rather & Kittrell, Inc.505,517$21,007
Leading Edge Financial Planning LLC475,655$19,766
Fundamentum, LLC445,779$18,524
Fortitude Family Office, LLC428,494$17,806
Physician Wealth Solutions Inc.393,446$16,350
Level Financial Advisors, Inc.320,062$13,300
SCRATCH CAPITAL LLC318,495$13,235
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC301,097$12,512
Austin Wealth Management, LLC272,681$11,342
Yardley Wealth Management LLC270,023$11,221
Five Oceans Advisors254,432$10,573
Savant Capital, LLC241,114$10,019
Core Wealth Management, Inc.240,688$10,002
KFG WEALTH MANAGEMENT, LLC231,701$9,628
New Dimensions Wealth Management, LLC226,896$9,429
MONOGRAPH WEALTH ADVISORS, LLC224,135$9,314
Apella Capital, LLC188,708$7,842
Henrickson Nauta Wealth Advisors, Inc.183,849$7,654
CPA Asset Management LLC165,469$6,876
Forum Financial Management, LP164,063$6,818
Sterling Financial Planning, Inc.154,691$6,428
Vestment Financial LLC154,322$6,427
Financial Plan, Inc.146,870$6,103
Krilogy Financial LLC138,286$5,770
ENVESTNET ASSET MANAGEMENT INC138,253$5,745
Larson Financial Group LLC119,284$4,957
BCU Wealth Advisors, LLC112,903$4,692
GOLDMAN SACHS GROUP INC112,720$4,684
Ares Financial Consulting, LLC99,250$4,124
McCartney Wealth Management LLC98,448$4,091
CITADEL ADVISORS LLC94,857$3,942
Grove Street Fiduciary, LLC94,826$3,940
Porter White Investment Advisors, Inc.89,362$3,713
AWM CAPITAL, LLC84,892$3,528
PARK AVENUE SECURITIES LLC83,630$3
Altiora Financial Group, LLC78,596$3,266
ENTREWEALTH, LLC75,187$3,147
ASSETMARK, INC72,128$2,997
Farther Finance Advisors, LLC63,162$2,625
Foundry Financial LLC60,372$2,509
Yeomans Consulting Group, Inc.59,722$2,482
Balanced Rock Investment Advisors LLC59,543$2,474
CFS Investment Advisory Services, LLC53,941$2,242
NWAM LLC50,056$2,080
Amicus Financial Advisors, LLC48,084$1,998
MB Generational Wealth, LLC47,794$1,986
EXENCIAL WEALTH ADVISORS, LLC44,617$1,854
Onyx Financial Advisors, LLC42,500$1,766
COMMONWEALTH EQUITY SERVICES, LLC42,143$1,751
Shearwater Capital LLC42,069$1,748
TCP Asset Management, LLC41,729$1,734
Equitable Holdings, Inc.40,818$1,696
Plan Group Financial, LLC40,442$1,681
TRUIST FINANCIAL CORP39,862$1,656
ROYAL BANK OF CANADA39,169$1,627
SageView Advisory Group, LLC38,758$1,611
City State Bank38,400$1,596
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC33,840$1,406
VESTIA PERSONAL WEALTH ADVISORS33,260$1,384
AXXCESS WEALTH MANAGEMENT, LLC33,194$1,379
Focus Partners Wealth32,827$1,364
CreativeOne Wealth, LLC31,752$1,319
FMB WEALTH MANAGEMENT31,589$1,313
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC30,317$1,262
Samalin Investment Counsel, LLC29,955$1,245
Tortoise Investment Management, LLC26,942$1,120
Klingman & Associates, LLC26,933$1,119
Allworth Financial LP26,187$1,088
Cambridge Investment Research Advisors, Inc.25,391$1
Pioneer Wealth Management Group25,279$1,050
Centennial Bank/AR/25,122$1,044
XY Planning Network, Inc.24,527$1,019
LPL Financial LLC24,092$1,001
JANE STREET GROUP, LLC21,256$883
Foster Group, Inc.18,094$752
CWM, LLC17,755$1
Coston, McIsaac & Partners17,253$1
NORTHWEST WEALTH MANAGEMENT, LLC16,624$691
Greenspring Advisors, LLC16,032$666
Saxony Capital Management, LLC15,828$658
Applied Capital LLC15,299$636
CURIO WEALTH, LLC14,974$623
Visionary Horizons, LLC14,346$596
FIRETHORN WEALTH PARTNERS, LLC14,144$588
Foundations Investment Advisors, LLC13,467$560
Aspire Private Capital, LLC13,097$544
Modera Wealth Management, LLC12,833$533
Donalies Financial Planning, LLC12,812$532
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC12,167$506
Vestmark Advisory Solutions, Inc.11,839$492
Root Financial Partners, LLC11,760$489
OneDigital Investment Advisors LLC10,903$453
HFG Wealth Management, LLC10,647$442
58 other institutions295,808$11,740
Total (158 institutions)18,573,218$765,387