Skip to content
Disclosery

DFGP DIMENSIONAL ETF TRUST

Follow

GLOB CO PLUS ETF (fund)

107 managers (108 13F filers) reported a position in DFGP shares at 2024-12-31, 16,877,204 shares in all. 27 filers opened a position and 4 filers sold out during the quarter.

Managers
107
13F filers
108
New
27
Added
62
Reduced
4
Sold out
4
Shares held by filers
16,877,204

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LP5,436,899$287M4.76%+135,13613F-HR/ATimelineGroup
Jentner Corp963,399$50.9M14.82%+116,41913F-HRTimeline
von Borstel & Associates, Inc.886,020$46.8M18.33%+313,75113F-HRTimeline
Ruedi Wealth Management, Inc.752,181$39.7M12.54%+273,77913F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT625,408$33M15.23%+531,64013F-HRTimeline
Vestmark Advisory Solutions, Inc.622,737$32.9M1.13%+38,17013F-HRTimeline
AE Wealth Management LLC512,313$27.1M0.23%+42,46213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/510,285$27M<0.01%+64,73613F-HRTimelineGroup
MilWealth Group LLC455,876$24.1M6.57%+19,54513F-HRTimeline
TCI Wealth Advisors, Inc.439,797$23.2M1.94%+17,00613F-HRTimeline
CURIO WEALTH, LLC387,918$20.5M11.02%13F-HRTimeline
Straight Path Wealth Management366,902$19.4M7.67%+12,93813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC349,569$18.5M0.03%+21,42213F-HRTimeline
DiNuzzo Private Wealth, Inc.297,533$15.7M1.99%+36,19313F-HRTimeline
United Wealth Management, LLC278,068$14.7M4.95%13F-HRTimeline
NewEdge Advisors, LLC276,467$14.6M0.09%-1,46813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.275,094$14.5M7.76%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC266,548$14.1M<0.01%+50,39813F-HRTimelineGroup
Archer Investment Management, LLC252,270$13.3M8.21%13F-HRTimeline
Aveo Capital Partners, LLC225,644$11.9M1.31%new13F-HRTimeline
TruNorth Capital Management, LLC190,255$10.1M2.75%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC182,747$9.65M6.38%13F-HRTimeline
Quantum Financial Advisors, LLC170,176$8.99M1.37%+48,39913F-HRTimeline
Modera Wealth Management, LLC167,570$8.85M0.11%new13F-HRTimeline
Midwest Heritage Bank, FSB125,477$6.63M3.08%+106,57813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,665$4.95M0.01%+54,38513F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.92,387$4.88M3.23%+31,97113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,409$4.25M<0.01%+74,62513F-HRTimelineGroup
Wealth Advisors Northwest LLC79,405$4.19M2.86%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding75,430$3.98M+31,671Timeline
Acorn Wealth Advisors, LLC74,054$3.91M1.62%+10,57413F-HRTimeline
One Degree Advisors Inc70,263$3.73M1.52%+7,58213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC68,949$3.64M2.03%+24,38013F-HRTimeline
OneDigital Investment Advisors LLC65,715$3.47M0.04%-5,64913F-HRTimeline
Meredith Wealth Planning63,989$3.38M1.51%+12,95913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO54,293$2.87M<0.01%+2,49113F-HRTimelineGroup
Abel Hall, LLC53,975$2.85M1.82%+2,56313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,792$2.79M<0.01%+1,45613F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…52,426$2.77M0.68%+3,71013F-HRTimeline
OLD MISSION CAPITAL LLC51,449$2.72M0.06%+45,79713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC48,082$2.54M2.12%+33,16213F-HRTimeline
Krilogy Financial LLC46,774$2.47M0.16%+5,29213F-HRTimeline
Disciplined Investors, L.L.C.45,683$2.38M2.3%13F-HRTimeline
Applied Capital LLC41,466$2.19M1.12%+7,36613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…36,923$1.95M0.77%+16,97813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC36,732$1.94M0.96%+2,95013F-HRTimeline
Betterment LLC36,392$1.92M<0.01%+24,53213F-HRTimeline
GeoWealth Management, LLC30,673$1.62M0.05%+16,22713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,797$1.47M0.02%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC27,492$1.45M0.04%+6,66513F-HRTimelineGroup
American Investment Services, Inc.27,269$1.44M0.25%+61013F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…23,856$1.26M<0.01%+1,37113F-HR/ATimeline
SAX WEALTH ADVISORS, LLC23,152$1.22M0.1%+15,31713F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC22,791$1.2M0.61%+69413F-HRTimelineGroup
Two West Capital Advisors LLC22,219$1.17M1.01%+1,59313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC20,494$1.08M<0.01%+12,05713F-HRTimelineGroup
City State Bank20,175$1.07M0.38%+11,37513F-HRTimeline
WPWealth LLP19,558$1.03M0.21%new13F-HRTimeline
Austin Private Wealth, LLC17,944$948K0.09%new13F-HRTimeline
Cambridge Investment Research Advisors,…15,220$804K<0.01%+8,26713F-HRTimeline
TABLEAUX LLC13,228$699K0.58%13F-HRTimeline
Aurelius Family Office LLC12,376$654K0.33%13F-HRTimeline
Timonier Family Office, LTD.11,152$589K0.3%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,127$535K<0.01%+8,07313F-HR/ATimelineGroup
Apella Capital, LLC10,020$529K0.02%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC9,874$522K0.01%new13F-HRTimeline
Daner Wealth Management, LLC9,493$504K0.37%13F-HRTimeline
Merit Financial Group, LLC8,027$424K0.01%new13F-HRTimeline
Lane & Associates LLC7,453$396K0.2%+3,33413F-HRTimeline
LPL Financial LLC7,336$388K<0.01%+64913F-HRTimeline
NWAM LLC6,953$367K0.02%+93113F-HRTimeline
Alpha Financial Advisors, LLC6,890$364K0.16%+1,38013F-HRTimeline
Faithward Advisors, LLC6,668$352K0.06%+95413F-HRTimeline
Shearwater Capital LLC5,803$307K0.21%+1,79913F-HRTimeline
Fairhaven Wealth Management, LLC5,351$283K0.09%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,281$279K<0.01%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC5,142$272K0.09%new13F-HRTimeline
PBMares Wealth Management LLC4,983$263K0.05%+40513F-HRTimeline
SwitchPoint Financial Planning, LLC4,838$256K0.24%13F-HRTimeline
RCS Financial Planning, LLC4,820$255K0.14%new13F-HRTimeline
Index Fund Advisors, Inc.4,798$253K0.01%+87113F-HRTimeline
Main Street Financial Solutions, LLC4,662$246K0.02%new13F-HRTimeline
Orion Porfolio Solutions, LLC4,643$245K<0.01%+99513F-HRTimeline
Orion Portfolio Solutions, LLC4,643$245K<0.01%+99513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,458$235K0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC4,406$233K0.01%+3,01613F-HRTimeline
Plancorp, LLC4,363$230K0.01%new13F-HRTimeline
Aspire Private Capital, LLC4,298$227K0.06%+7513F-HRTimeline
Aegis Wealth Management LLC4,082$216K0.15%13F-HRTimeline
Mattern Wealth Management LLC4,060$214K0.05%-13,20113F-HRTimeline
Aspen Wealth Management LLC3,922$207K0.06%+22713F-HRTimeline
Rehmann Capital Advisory Group3,873$205K0.01%new13F-HRTimeline
Savvy Advisors, Inc.3,804$201K0.02%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP3,772$199K0.05%+2,40513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,562$188K0.03%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC2,167$114K0.01%013F-HRTimeline
Coston, McIsaac & Partners1,760$92K0.03%+1,12613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…732$38.7K<0.01%new13F-HRTimelineGroup
COMERICA BANK518$27.4K<0.01%+1213F-HR/ATimeline
IFG Advisory, LLC15,000$15.3K<0.01%new13F-HRTimeline
IFP Advisors, Inc227$12K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.194$10.2K<0.01%new13F-HRTimeline
Nemes Rush Group LLC183$9.67K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA136$7K<0.01%-1,59813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC47$2.48K<0.01%new13F-HRTimeline
Aspect Partners, LLC33$1.74K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.