WSBC institutional holders

DIMENSIONAL ETF TRUST · 13F, 2026Q2

Managers holding392
Shares held139,857,851
Reported value$5.5bn
Quarter flows51 new, 200 added, 108 trimmed, 26 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Savant Capital, LLC25,486,113$1.0bn3.0%
Root Financial Partners, LLC4,713,950$186.4m7.2%
Vise Technologies, Inc.4,593,828$181.6m2.1%
Cetera Investment Advisers4,424,238$174.9m0.2%
Foster Group, Inc.4,003,590$158.3m4.2%
Truepoint, Inc.3,343,050$132.2m2.8%
Corient Private Wealth LP3,318,287$131.2m0.2%
MOSAIC FAMILY WEALTH PARTNERS, LLC3,140,205$124.2m8.3%
Cerity Partners LLC2,877,128$113.8m0.1%
EP Wealth Advisors, LLC2,732,777$108.1m0.4%
Pathstone Holdings, LLC2,586,574$102.3m0.3%
Summit Financial Strategies, Inc.2,481,330$98.1m6.9%
COLDSTREAM CAPITAL MANAGEMENT INC2,337,885$92.4m0.8%
Beacon Pointe Advisors, LLC2,312,335$91.4m0.4%
HighTower Advisors, LLC2,247,684$88.9m0.1%
LPL Financial LLC1,908,901$75.5m0.0%
DiNuzzo Private Wealth, Inc.1,758,222$69.5m6.9%
BANK OF MONTREAL /CAN/1,567,008$62.0m0.0%
Apella Capital, LLC1,536,111$61.3m0.9%
Quent Capital, LLC1,534,807$60.7m3.7%
Index Fund Advisors, Inc.1,446,042$57.2m2.3%
PHILLIPS FINANCIAL MANAGEMENT, LLC1,363,899$53.9m4.0%
MATHER GROUP, LLC.1,279,784$50.6m0.4%
Mariner, LLC1,077,734$42.6m0.0%
TWO SIGMA INVESTMENTS, LP1,056,800$41.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WSBC"). WSBC price history · All 13F data

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