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Disclosery

DFGP DIMENSIONAL ETF TRUST

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GLOB CO PLUS ETF (fund)

115 managers (116 13F filers) reported a position in DFGP shares at 2025-03-31, 18,636,648 shares in all. 18 filers opened a position and 7 filers sold out during the quarter.

Managers
115
13F filers
116
New
18
Added
66
Reduced
25
Sold out
7
Shares held by filers
18,636,648

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LP5,616,220$300M4.97%+179,32113F-HRTimelineGroup
von Borstel & Associates, Inc.1,163,407$62.2M18.57%+277,38713F-HRTimeline
Jentner Corp1,017,736$54.4M16.27%+54,33713F-HRTimeline
Ruedi Wealth Management, Inc.786,263$42M13.15%+34,08213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT672,825$35.9M15.12%+47,41713F-HRTimeline
Vestmark Advisory Solutions, Inc.625,951$33.4M0.86%+3,21413F-HRTimeline
AE Wealth Management LLC543,953$29.1M0.24%+31,64013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/475,377$25.4M<0.01%-34,90813F-HRTimelineGroup
MilWealth Group LLC466,435$24.9M6.86%+10,55913F-HRTimeline
TCI Wealth Advisors, Inc.460,310$24.6M1.97%+20,51313F-HRTimeline
RFG Advisory, LLC405,018$21.6M0.58%new13F-HRTimeline
Straight Path Wealth Management379,341$20.3M8.2%+12,43913F-HRTimeline
INTEGRITY ALLIANCE, LLC.371,899$19.9M0.79%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC362,714$19.4M0.03%+13,14513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC340,411$18.2M0.01%+73,86313F-HRTimelineGroup
United Wealth Management, LLC336,505$18M5.63%+58,43713F-HRTimeline
DiNuzzo Private Wealth, Inc.322,613$17.2M2.17%+25,08013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.292,405$15.6M8.2%+17,31113F-HRTimeline
Aveo Capital Partners, LLC239,217$12.8M2.13%+13,57313F-HRTimeline
Archer Investment Management, LLC237,243$12.7M8.77%-15,02713F-HRTimeline
Midwest Heritage Bank, FSB227,721$12.2M5.01%+102,24413F-HRTimeline
TruNorth Capital Management, LLC202,000$10.8M2.68%+11,74513F-HRTimeline
Modera Wealth Management, LLC200,095$10.7M0.14%+32,52513F-HRTimeline
Quantum Financial Advisors, LLC177,686$9.49M1.42%+7,51013F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC167,248$8.94M5.61%-15,49913F-HRTimeline
Wealth Advisors Northwest LLC141,524$7.56M4.79%+62,11913F-HRTimeline
NewEdge Advisors, LLC132,188$7.06M0.04%-144,27913F-HRTimeline
Merit Financial Group, LLC113,960$6.09M0.09%+105,93313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC113,314$6.05M3.33%+44,36513F-HRTimeline
Mariner, LLCin group Mariner, LLC106,748$5.7M0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC96,626$5.16M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding92,788$4.96M+17,358Timeline
WPWealth LLP75,140$4.01M0.79%+55,58213F-HRTimeline
Betterment LLC73,601$3.93M0.01%+37,20913F-HRTimeline
Acorn Wealth Advisors, LLC73,115$3.91M1.63%-93913F-HRTimeline
One Degree Advisors Inc71,646$3.83M1.58%+1,38313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC69,644$3.72M0.05%+41,84713F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC68,381$3.65M2.73%+20,29913F-HRTimeline
OneDigital Investment Advisors LLC65,439$3.5M0.04%-27613F-HRTimeline
Meredith Wealth Planning64,248$3.43M1.51%+25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,311$3.06M<0.01%+4,51913F-HRTimelineGroup
Applied Capital LLC54,826$2.93M1.44%+13,36013F-HRTimeline
Disciplined Investors, L.L.C.52,862$2.82M2.55%+7,17913F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…52,603$2.81M0.67%+17713F-HRTimeline
Krilogy Financial LLC51,508$2.75M0.18%+4,73413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,167$2.68M<0.01%-43,49813F-HR/ATimelineGroup
City State Bank46,162$2.47M0.81%+25,98713F-HRTimeline
Kings Path Partners LLC45,296$2.42M1.18%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,950$2.4M<0.01%-9,34313F-HRTimelineGroup
Abel Hall, LLC44,901$2.4M1.45%-9,07413F-HRTimeline
SAX WEALTH ADVISORS, LLC39,682$2.12M0.15%+16,53013F-HRTimeline
GeoWealth Management, LLC38,324$2.05M0.08%+7,65113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC36,066$1.93M0.92%-66613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,180$1.77M<0.01%-47,22913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,476$1.74M0.05%+4,98413F-HRTimelineGroup
Austin Private Wealth, LLC31,633$1.69M0.15%+13,68913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …28,998$1.55M0.04%new13F-HRTimelineGroup
American Investment Services, Inc.28,501$1.52M0.27%+1,23213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,899$1.44M<0.01%+6,40513F-HRTimelineGroup
Two West Capital Advisors LLC26,380$1.38M1.16%+4,16113F-HRTimeline
CW Advisors, LLC23,402$1.25M0.01%new13F-HRTimeline
XY Planning Network, Inc.21,515$1.15M0.77%new13F-HRTimeline
Balance Wealth Partners LLC16,835$899K0.58%13F-HRTimeline
Cambridge Investment Research Advisors,…16,071$859K<0.01%+85113F-HRTimeline
Aurelius Family Office LLC15,755$842K0.43%+3,37913F-HRTimeline
LPL Financial LLC15,521$829K<0.01%+8,18513F-HRTimeline
NWAM LLC15,455$826K0.07%+8,50213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…13,160$703K0.02%+8,70213F-HRTimelineGroup
OLD MISSION CAPITAL LLC11,301$604K0.01%-40,14813F-HRTimeline
Timonier Family Office, LTD.10,658$569K0.25%-49413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,991$534K<0.01%-13613F-HRTimelineGroup
Apella Capital, LLC10,018$529K0.02%-213F-HRTimeline
Mutual Advisors, LLC9,244$496K0.01%new13F-HRTimeline
Alpha Financial Advisors, LLC9,013$482K0.21%+2,12313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,819$471K<0.01%-15,03713F-HRTimeline
Vantage Point Financial LLC8,597$459K0.23%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC8,439$451K0.02%new13F-HRTimelineGroup
Plancorp, LLC8,133$435K0.02%+3,77013F-HRTimeline
Lane & Associates LLC7,728$413K0.22%+27513F-HRTimeline
Triad Wealth Partners, LLC7,467$399K0.12%new13F-HRTimeline
Faithward Advisors, LLC7,250$387K0.07%+58213F-HRTimeline
Savvy Advisors, Inc.7,250$387K0.04%+3,44613F-HRTimeline
Clarity Capital Advisors, LLC6,380$341K0.22%new13F-HRTimeline
Aegis Wealth Management LLC5,712$305K0.18%+1,63013F-HRTimeline
Main Street Financial Solutions, LLC5,653$302K0.03%+99113F-HRTimeline
Dynamic Advisor Solutions LLC5,490$293K0.01%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC5,244$280K<0.01%-4,63013F-HRTimeline
Gradient Capital Advisors, LLC5,142$275K0.09%013F-HRTimeline
Orion Porfolio Solutions, LLC5,059$270K<0.01%+41613F-HRTimeline
Orion Portfolio Solutions, LLC5,059$270K<0.01%+41613F-HR/ATimeline
PBMares Wealth Management LLC4,983$266K0.05%013F-HRTimeline
SwitchPoint Financial Planning, LLC4,838$258K0.25%013F-HRTimeline
Farther Finance Advisors, LLC4,589$246K0.01%+18313F-HRTimeline
Index Fund Advisors, Inc.4,543$243K0.02%-25513F-HRTimeline
Aspen Wealth Management LLC4,494$240K0.07%+57213F-HRTimeline
RCS Financial Planning, LLC4,165$223K0.12%-65513F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC4,038$216K0.11%-18,75313F-HRTimelineGroup
Rehmann Capital Advisory Group4,037$216K0.01%+16413F-HRTimeline
Parkwoods Wealth Partners, LLC3,913$209K0.14%new13F-HRTimeline
Aspire Private Capital, LLC3,843$205K0.05%-45513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,566$191K0.03%+413F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,665$142K0.06%-34,25813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC2,167$116K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,890$101K<0.01%+1,84313F-HRTimeline
Coston, McIsaac & Partners1,723$92K0.03%-3713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,022$54.6K<0.01%new13F-HRTimelineGroup
Private Wealth Management Group, LLC890$47.6K0.02%new13F-HRTimeline
COMERICA BANK503$26.9K<0.01%-1513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC374$20K0.01%new13F-HRTimeline
Nemes Rush Group LLC353$18.9K<0.01%+17013F-HRTimeline
Physician Wealth Advisors, Inc.347$18.5K<0.01%+15313F-HRTimeline
IFP Advisors, Inc251$13.4K<0.01%+2413F-HRTimeline
Aspect Partners, LLC33$1.76K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC380$20.8M-387,53813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.