Skip to content
Disclosery

DFGP DIMENSIONAL ETF TRUST

Follow

GLOB CO PLUS ETF (fund)

183 managers (185 13F filers) reported a position in DFGP shares at 2026-06-30, 41,916,579 shares in all. 20 filers opened a position and 10 filers sold out during the quarter.

Managers
183
13F filers
185
New
20
Added
123
Reduced
29
Sold out
10
Shares held by filers
41,916,579

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Forum Financial Management, LPin group Forum Financial Management, LP6,807,681$371M4.76%+267,31813F-HRTimelineGroup
MASECO LLP4,107,724$224M6.29%+257,08713F-HRTimeline
Symmetry Partners, LLC2,499,991$136M6.94%-41,96213F-HRTimeline
von Borstel & Associates, Inc.1,616,680$88M18.05%+90,71813F-HRTimeline
Beacon Pointe Advisors, LLC1,170,296$63.7M0.3%-14,16013F-HRTimeline
WPWealth LLP1,076,585$58.6M8.7%-111,34613F-HRTimeline
Ruedi Wealth Management, Inc.1,053,280$57.4M13.46%+60,24013F-HRTimeline
CURIO WEALTH, LLC930,622$50.7M15.73%+92,61513F-HRTimeline
Integrity Advisory Solutions, LLC916,984$49.9M5.14%+136,41513F-HRTimeline
Vestmark Advisory Solutions, Inc.857,514$46.7M0.44%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT841,792$45.8M12.26%-62,83313F-HRTimeline
Beaird Harris Wealth Management, LLC743,391$40.5M2.54%+110,69213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC712,638$38.8M0.01%+27,49513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/708,687$38.6M<0.01%+93,93213F-HRTimelineGroup
TCI Wealth Advisors, Inc.685,446$37.3M1.62%+70,71113F-HRTimeline
INTEGRITY ALLIANCE, LLC.649,402$35.4M1.11%+33,86513F-HRTimeline
AE Wealth Management LLC610,795$33.3M0.16%+27,23213F-HRTimeline
Allworth Financial LP597,304$32.5M0.14%+161,87713F-HRTimeline
MilWealth Group LLC556,533$30.3M6.46%+44,18413F-HRTimeline
Wealth Advisors Northwest LLC538,423$29.3M10%+207,83313F-HRTimeline
Straight Path Wealth Management517,408$28.2M6.59%+28,50913F-HRTimeline
DiNuzzo Private Wealth, Inc.502,670$27.4M2.71%+42,36813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP482,694$26.4M0.01%new13F-HRTimelineGroup
RFG Advisory, LLC461,737$25.1M0.39%+23,25313F-HRTimeline
United Wealth Management, LLC448,547$24.4M5.5%+24,48813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC436,461$23.8M0.03%+39,25413F-HRTimeline
Quantum Financial Advisors, LLC392,244$21.4M2.11%+67,88013F-HRTimeline
STOLZ & ASSOCIATES, PS380,781$20.7M12.94%+101,95513F-HRTimeline
Midwest Heritage Bank, FSB360,392$19.6M5.56%+14,40713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC322,380$17.6M0.13%+24,05413F-HRTimeline
Outbound Financial Inc307,636$16.8M10.85%+24,59413F-HRTimeline
TruNorth Capital Management, LLC298,155$16.2M2.61%+21,56513F-HRTimeline
Integrated Wealth Concepts LLC297,299$16.2M0.11%+9,62513F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC285,337$15.5M0.05%+67,53213F-HRTimelineGroup
Gradient Capital Advisors, LLC234,833$12.8M2.96%+17,83113F-HRTimeline
Wheels Up Wealth, Inc.228,468$12.4M10.55%+14,23913F-HRTimeline
Meredith Wealth Planning228,393$12.4M2.94%+30,53413F-HRTimeline
GeoWealth Management, LLC213,656$11.6M0.37%+6,84313F-HRTimeline
Dynamic Advisor Solutions LLC197,120$10.7M0.31%-2,42913F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC196,912$10.7M4.47%+16,06613F-HRTimeline
OLD MISSION CAPITAL LLC192,871$10.5M0.27%new13F-HRTimeline
Archford Capital Strategies, LLC191,581$10.4M1.06%+7,19413F-HRTimeline
Modera Wealth Management, LLC186,495$10.2M0.11%-1,67813F-HRTimeline
UBS Group AGgroup of 2 filers holding184,942$10.1M-158Timeline
Fort Vancouver Investment Management, L…183,660$10M4.67%+15,21913F-HRTimeline
Signature Resources Capital Management,…174,708$9.51M3.75%+17,30713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS173,102$9.43M0.96%+60,75413F-HRTimeline
Betterment LLC170,324$9.28M0.02%+14,11313F-HRTimeline
Apella Capital, LLC167,820$9.1M0.13%+142,89613F-HRTimeline
CSP Financial Group, LLC166,233$9.05M7.72%+15,21913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC163,638$8.91M0.03%+20,44113F-HRTimelineGroup
VESTIA PERSONAL WEALTH ADVISORS319,534$8.59M3.35%+206,10113F-HRTimeline
OneDigital Investment Advisors LLC157,662$8.59M0.07%+26,39813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC156,964$8.55M4.36%-5,22313F-HRTimeline
Kings Path Partners LLC152,709$8.32M2.21%+9,56613F-HRTimeline
AA Financial Advisors, LLC150,128$8.18M0.98%-2,74113F-HRTimeline
LPL Financial LLC146,512$7.98M<0.01%+58,30413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC143,923$7.84M0.05%-14,97913F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…139,541$7.6M2.26%+12,75513F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC138,782$7.56M4.09%+13,88513F-HRTimeline
Visionary Wealth Advisors131,199$7.15M0.28%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO123,220$6.73M<0.01%+55,46213F-HRTimelineGroup
Applied Capital LLC120,737$6.58M2.12%+2,87013F-HRTimeline
Mariner, LLCin group Mariner, LLC118,141$6.43M0.01%-1,03613F-HRTimelineGroup
Mission Hills Financial Advisory, LLC106,371$5.79M2.54%new13F-HRTimeline
Farther Finance Advisors, LLC106,007$5.77M0.05%-20,27013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC102,852$5.6M<0.01%+46,74613F-HRTimelineGroup
One Degree Advisors Inc100,576$5.47M1.22%+2,46313F-HRTimeline
Krilogy Financial LLC100,017$5.45M0.16%+4,07413F-HRTimeline
City State Bank97,780$5.33M1.22%+9,93513F-HRTimeline
HFM Investment Advisors, LLC94,751$5.16M1.81%+1,30213F-HRTimeline
marrick wealth, LLC90,617$4.93M3.5%+1,80713F-HRTimeline
55 North Private Wealth, LLC90,588$4.93M0.97%+9,37713F-HRTimeline
International Private Wealth Advisors L…85,888$4.68M2.41%+1,72313F-HRTimeline
Disciplined Investors, L.L.C.84,137$4.58M2.29%+19,30813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,717$4.5M0.01%+11,50813F-HRTimelineGroup
Vise Technologies, Inc.80,221$4.37M0.05%+74,74213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN77,958$4.25M<0.01%+59,43313F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…76,752$4.18M0.8%+23313F-HRTimeline
Root Financial Partners, LLC75,160$4.09M0.16%+74,12613F-HRTimeline
Professional Financial Advisors, LLC75,128$4.09M0.71%+9,51113F-HRTimeline
Acorn Wealth Advisors, LLC74,907$4.08M0.99%+16,46613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …70,898$3.86M0.07%+3,51113F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC70,505$3.81M0.15%+15,49713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC65,738$3.58M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC61,709$3.36M0.01%-83013F-HRTimeline
Keating Financial Advisory Services, In…58,585$3.19M0.42%+19,01213F-HRTimeline
Glassy Mountain Advisors, Inc.56,777$3.09M0.85%new13F-HRTimeline
PFG Advisors56,189$3.06M0.15%+4,02113F-HRTimeline
Cambridge Investment Research Advisors,…54,135$2.95M0.01%+7,54913F-HR/ATimeline
Abel Hall, LLC51,673$2.81M0.49%+5,60813F-HRTimeline
NWAM LLC50,162$2.73M0.14%+9,52813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,363$2.63M<0.01%+1,24413F-HRTimelineGroup
Foster Group, Inc.46,605$2.54M0.07%+51513F-HRTimeline
Two West Capital Advisors LLC42,916$2.32M1.15%+3,59013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,620$2.27M<0.01%new13F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.40,334$2.2M0.66%-14,97413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,112$2.18M<0.01%-11,84213F-HRTimelineGroup
Foundry Financial LLC37,566$2.05M0.69%+2,34713F-HRTimeline
XY Planning Network, Inc.37,557$2.05M0.26%+54313F-HRTimeline
American Investment Services, Inc.37,315$2.03M0.43%+1,22113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,839$2.01M0.03%+7,21913F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC34,710$1.89M0.61%+56313F-HRTimeline
Parkwoods Wealth Partners, LLC33,909$1.85M0.3%+6,01913F-HRTimeline
Vantage Point Financial LLC33,834$1.84M0.56%+10,28313F-HRTimeline
MML INVESTORS SERVICES, LLC32,636$1.78M<0.01%+6,77013F-HRTimeline
Merit Financial Group, LLC31,304$1.7M0.01%-21,00913F-HR/ATimeline
Kane Co Wealth Management, Inc.30,314$1.65M1.25%+5,27513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding30,858$1.65M+16,210Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,925$1.57M<0.01%+20,79913F-HRTimeline
Venture Visionary Partners LLC27,337$1.49M0.04%new13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth26,939$1.47M0.01%+17,39213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC26,590$1.45M0.01%+47213F-HRTimeline
Xcelsior Advisor Partners LLC23,639$1.29M0.17%+40613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd21,911$1.19M0.01%new13F-HRTimelineGroup
Accurate Wealth Management, LLC21,942$1.19M0.11%+16,54113F-HRTimeline
Alpha Financial Advisors, LLC20,721$1.13M0.31%+59713F-HRTimeline
Triad Wealth Partners, LLC20,517$1.1M0.06%-2,71413F-HRTimeline
Shearwater Capital LLC18,976$1.03M0.49%+1,80313F-HRTimeline
Tandem Financial, LLC17,570$957K0.31%-2,43913F-HRTimeline
Vested Financial Planning, LLC17,388$947K0.64%+22313F-HRTimeline
Arkadios Wealth Advisors16,834$917K0.01%013F-HRTimeline
Mutual Advisors, LLC16,067$875K0.02%+913F-HRTimeline
Orion Porfolio Solutions, LLC15,764$859K0.01%+5,10213F-HRTimeline
Sterling Wealth Management, Inc.15,257$831K0.21%013F-HRTimeline
Faithward Advisors, LLC15,072$821K0.1%-1,40613F-HRTimeline
Aurelius Family Office LLC15,023$818K0.32%-6413F-HRTimeline
Private Advisor Group, LLC13,797$751K<0.01%-8,58613F-HRTimeline
Donalies Financial Planning, LLC13,050$711K0.52%+2,10413F-HRTimeline
UPTICK PARTNERS, LLC12,600$686K0.11%+4,52413F-HRTimeline
Daner Wealth Management, LLC12,131$651K0.35%+1,40413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,582$631K0.01%-21,26013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,153$607K<0.01%+3,13813F-HR/ATimeline
CHOREO, LLC10,798$588K0.01%-23313F-HRTimeline
Optimus Capital Advisors, LLC10,097$550K0.3%-9513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO9,577$522K<0.01%+1,09913F-HRTimelineGroup
First Financial Group Corp9,436$514K0.37%+2,12013F-HRTimeline
Plancorp, LLC9,434$509K0.01%+10713F-HRTimeline
SwitchPoint Financial Planning, LLC8,884$484K0.28%+4,04613F-HRTimeline
Nuveen, LLCin group TIAA8,237$449K<0.01%new13F-HRTimelineGroup
Summit Wealth Group, LLC8,009$436K0.09%new13F-HRTimeline
Savvy Advisors, Inc.7,432$405K0.01%+33313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,343$400K<0.01%new13F-HRTimelineGroup
Pandowealth. LLC7,334$399K0.33%-156,91313F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,929$377K<0.01%+2,02213F-HRTimelineGroup
Spinnaker Investment Group, LLC6,790$370K0.06%new13F-HRTimeline
Clarity Capital Advisors, LLC6,669$363K0.15%+7513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,588$359K0.02%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,905$322K<0.01%+1,74513F-HRTimelineGroup
Werba Rubin Papier Wealth Management5,900$321K0.04%+4613F-HRTimeline
Aegis Wealth Management LLC5,526$301K0.14%-1,83613F-HRTimeline
Index Fund Advisors, Inc.5,515$300K0.01%+1,05013F-HRTimeline
IFG Advisory, LLC5,454$297K0.01%+96913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,160$281K0.03%+5913F-HRTimelineGroup
Simplicity Wealth,LLC5,070$276K0.01%new13F-HRTimeline
Timonier Family Office, LTD.5,060$276K0.08%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,883$266K<0.01%013F-HRTimelineGroup
Everest Financial Group LLC4,619$252K0.03%+19413F-HRTimeline
Rehmann Capital Advisory Group4,102$223K0.01%-8013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,923$214K<0.01%new13F-HRTimelineGroup
Clarity Asset Management, Inc.3,801$207K0.1%+56613F-HRTimeline
BankChampaign, National Association3,470$189K0.15%-313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,747$150K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.2,275$123K0.09%-3,70013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,183$119K<0.01%+38713F-HRTimelineGroup
Coston, McIsaac & Partners1,801$98K0.02%+2013F-HRTimeline
Trust Co1,600$87.1K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,598$87K0.02%+11013F-HRTimeline
Strategic Wealth Partners, Ltd.1,167$63.5K<0.01%+713F-HRTimeline
Physician Wealth Advisors, Inc.986$53.7K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC889$48.4K0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC585$31.9K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…569$31K<0.01%+3813F-HRTimelineGroup
CoreCap Advisors, LLC552$30.1K<0.01%+1913F-HRTimeline
Torren Management, LLC475$25.9K0.01%+6513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV373$20.3K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.371$20.2K<0.01%+2913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC243$13.2K<0.01%+113F-HRTimeline
JFS WEALTH ADVISORS, LLC193$10.5K<0.01%new13F-HRTimeline
Nemes Rush Group LLC163$8.89K<0.01%+113F-HRTimeline
Larson Financial Group LLC110$5.99K<0.01%013F-HRTimeline
Aspect Partners, LLC33$1.8K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.29$1.58K<0.01%013F-HRTimeline