DIMENSIONAL ETF TRUST DIMENSIONAL US is a security (CUSIP 25434V559) tracked across SEC portfolio filings. 66 institutional managers reported $286.7M on Form 13F as of 2026-06-30.
Showing 15 of 66 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Tencap Wealth Coaching, LLC | SOUTH JORDAN, UT | $80.4M | 1,208,060 |
| Beacon Pointe Advisors, LLC | NEWPORT BEACH, CA | $44.7M | 752,651 |
| FMB WEALTH MANAGEMENT | WESTLAKE VILLAGE, CA | $21.8M | 327,365 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $21.0M | 315,199 |
| American Trust | LEXINGTON, KY | $15.6M | 262,819 |
| Pure Financial Advisors, LLC | SAN DIEGO, CA | $13.7M | 230,992 |
| Versant Capital Management, Inc | PHOENIX, AZ | $11.4M | 170,886 |
| Corus Family Wealth Advisors | MCKINNEY, TX | $7.9M | 118,194 |
| LVZ, Inc. | Holland, MI | $7.3M | 110,345 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.1M | 106,712 |
| STAGE HARBOR FINANCIAL, LLC | WESTWOOD, MA | $4.5M | 76,042 |
| ASSETMARK, INC | CONCORD, CA | $4.5M | 67,150 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $4.5M | 75,086 |
| Financial Harvest, LLC | WINTER PARK, FL | $4.4M | 74,011 |
| CITIGROUP INC | NEW YORK, NY | $3.8M | 57,489 |