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Disclosery

DFGP DIMENSIONAL ETF TRUST

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GLOB CO PLUS ETF (fund)

129 managers (130 13F filers) reported a position in DFGP shares at 2025-06-30, 25,273,598 shares in all. 22 filers opened a position and 9 filers sold out during the quarter.

Managers
129
13F filers
130
New
22
Added
68
Reduced
27
Sold out
9
Shares held by filers
25,273,598

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LP5,902,297$322M4.89%+286,07713F-HRTimelineGroup
MASECO LLP2,664,712$145M5.52%13F-HRTimeline
Vestmark Advisory Solutions, Inc.1,409,084$76.8M1.11%+783,13313F-HRTimeline
von Borstel & Associates, Inc.1,244,794$68.3M18.01%+81,38713F-HRTimeline
Jentner Corp1,094,132$59.6M15.97%+76,39613F-HRTimeline
WPWealth LLP845,674$46.1M8.31%+770,53413F-HRTimeline
Ruedi Wealth Management, Inc.821,156$44.7M13.27%+34,89313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT727,709$39.7M14.2%+54,88413F-HRTimeline
AE Wealth Management LLC629,014$34.3M0.25%+85,06113F-HRTimeline
TCI Wealth Advisors, Inc.588,022$32M2.2%+127,71213F-HRTimeline
CURIO WEALTH, LLC575,094$31.3M13.73%+574,71413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC542,202$29.5M0.01%+201,79113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/522,105$28.4M<0.01%+46,72813F-HRTimelineGroup
MilWealth Group LLC465,463$25.4M6.53%-97213F-HRTimeline
INTEGRITY ALLIANCE, LLC.405,119$22.1M1.21%+33,22013F-HRTimeline
RFG Advisory, LLC395,882$21.6M0.51%-9,13613F-HRTimeline
Straight Path Wealth Management391,277$21.3M7.24%+11,93613F-HRTimeline
DiNuzzo Private Wealth, Inc.347,503$18.9M2.25%+24,89013F-HRTimeline
United Wealth Management, LLC346,111$18.9M5.48%+9,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC336,716$18.3M0.02%-25,99813F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.307,140$16.7M7.81%+14,73513F-HRTimeline
Archer Investment Management, LLC260,885$14.2M10.32%+23,64213F-HRTimeline
Midwest Heritage Bank, FSB246,249$13.4M5.05%+18,52813F-HRTimeline
Outbound Financial Inc231,191$12.6M11.51%13F-HRTimeline
TruNorth Capital Management, LLC221,990$12.1M2.69%+19,99013F-HRTimeline
Modera Wealth Management, LLC203,531$11.1M0.14%+3,43613F-HRTimeline
Quantum Financial Advisors, LLC201,187$11M1.48%+23,50113F-HRTimeline
Wealth Advisors Northwest LLC200,222$10.9M5.75%+58,69813F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC158,479$8.64M5.24%-8,76913F-HRTimeline
GeoWealth Management, LLC157,388$8.58M0.33%+119,06413F-HRTimeline
Signature Resources Capital Management,…137,082$7.47M4.54%new13F-HRTimeline
NewEdge Advisors, LLC116,095$6.33M0.03%-16,09313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC113,914$6.21M3.19%+60013F-HRTimeline
Merit Financial Group, LLC111,959$6.1M0.07%-2,00113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding108,482$5.91M+15,694Timeline
Mariner, LLCin group Mariner, LLC107,216$5.84M0.01%+46813F-HRTimelineGroup
Betterment LLC105,027$5.72M0.01%+31,42613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC101,445$5.53M3.78%+33,06413F-HRTimeline
Kings Path Partners LLC97,076$5.29M2.13%+51,78013F-HRTimeline
Beaird Harris Wealth Management, LLC91,965$5.01M0.39%new13F-HRTimeline
One Degree Advisors Inc77,152$4.2M1.5%+5,50613F-HRTimeline
HFM Investment Advisors, LLC73,509$4.01M1.76%new13F-HRTimeline
Acorn Wealth Advisors, LLC71,592$3.9M1.45%-1,52313F-HRTimeline
Meredith Wealth Planning71,470$3.89M1.41%+7,22213F-HRTimeline
Krilogy Financial LLC65,049$3.54M0.2%+13,54113F-HRTimeline
OneDigital Investment Advisors LLC62,393$3.4M0.04%-3,04613F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…61,531$3.35M0.76%+8,92813F-HRTimeline
Applied Capital LLC58,137$3.17M1.39%+3,31113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP56,979$3.1M<0.01%-33213F-HRTimelineGroup
Disciplined Investors, L.L.C.53,217$2.9M2.26%+35513F-HRTimeline
City State Bank52,182$2.84M0.89%+6,02013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…48,401$2.64M1.01%+45,73613F-HRTimeline
Foster Group, Inc.47,419$2.58M0.09%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…45,607$2.48M0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,496$2.32M<0.01%-2,45413F-HRTimelineGroup
Abel Hall, LLC42,496$2.32M1.07%-2,40513F-HRTimeline
SAX WEALTH ADVISORS, LLC40,467$2.21M0.13%+78513F-HRTimeline
Wise Wealth Partners38,852$2.12M3.54%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,585$1.94M0.84%-48113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,032$1.8M0.05%+55613F-HRTimelineGroup
Austin Private Wealth, LLC31,688$1.73M0.14%+5513F-HRTimeline
LPL Financial LLC31,293$1.71M<0.01%+15,77213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,522$1.61M<0.01%+2,62313F-HRTimelineGroup
NWAM LLC28,172$1.53M0.09%+12,71713F-HR/ATimeline
MML INVESTORS SERVICES, LLC27,239$1.48M<0.01%new13F-HRTimeline
Two West Capital Advisors LLC26,225$1.43M0.93%-15513F-HRTimeline
CW Advisors, LLC25,360$1.38M0.01%+1,95813F-HRTimeline
XY Planning Network, Inc.25,264$1.38M0.47%+3,74913F-HRTimeline
American Investment Services, Inc.23,325$1.27M0.32%-5,17613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,156$1.26M0.03%+9,99613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,146$1.21M0.03%-6,85213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,722$1.13M<0.01%-12,45813F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,823$917K<0.01%+75213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,921$868K<0.01%+5,93013F-HR/ATimelineGroup
Aurelius Family Office LLC15,481$844K0.4%-27413F-HRTimeline
Vested Financial Planning, LLC14,618$797K0.71%new13F-HRTimeline
Shearwater Capital LLC14,432$786K0.49%new13F-HRTimeline
Vantage Point Financial LLC13,712$747K0.33%+5,11513F-HRTimeline
Triad Wealth Partners, LLC13,585$740K0.15%+6,11813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management13,151$717K0.01%new13F-HRTimelineGroup
Gradient Capital Advisors, LLC12,824$699K0.21%+7,68213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,635$634K<0.01%+2,81613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,421$622K<0.01%new13F-HRTimeline
Mutual Advisors, LLC10,731$584K0.01%+1,48713F-HRTimeline
Farther Finance Advisors, LLC9,682$528K0.01%+5,09313F-HRTimeline
Faithward Advisors, LLC9,179$500K0.08%+1,92913F-HRTimeline
Parkwoods Wealth Partners, LLC8,458$461K0.27%+4,54513F-HRTimeline
Alpha Financial Advisors, LLC8,216$448K0.17%-79713F-HRTimeline
Savvy Advisors, Inc.8,215$448K0.03%+96513F-HRTimeline
Plancorp, LLC8,138$443K0.02%+513F-HRTimeline
Apella Capital, LLC7,547$410K0.01%-2,47113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO7,263$396K<0.01%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC6,899$376K0.01%+1,40913F-HRTimeline
Daner Wealth Management, LLC6,859$376K0.26%13F-HRTimeline
Clarity Capital Advisors, LLC6,384$348K0.2%+413F-HRTimeline
Timonier Family Office, LTD.5,989$326K0.12%-4,66913F-HRTimeline
Orion Porfolio Solutions, LLC5,920$323K<0.01%+86113F-HR/ATimeline
Aegis Wealth Management LLC5,712$305K0.18%013F-HRTimeline
HighTower Advisors, LLC5,533$301K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC5,351$292K0.01%new13F-HRTimeline
Main Street Financial Solutions, LLC5,308$289K0.02%-34513F-HRTimeline
TOWNSQUARE CAPITAL LLC5,244$286K0.03%013F-HRTimeline
SwitchPoint Financial Planning, LLC4,838$264K0.22%013F-HRTimeline
Equita Financial Network, Inc.4,828$263K0.1%new13F-HRTimeline
Aspen Wealth Management LLC4,640$253K0.06%+14613F-HRTimeline
Private Advisor Group, LLC4,430$241K<0.01%new13F-HRTimeline
RCS Financial Planning, LLC4,106$224K0.11%-5913F-HRTimeline
Rehmann Capital Advisory Group4,037$220K0.01%013F-HRTimeline
Index Fund Advisors, Inc.4,032$220K0.01%-51113F-HRTimeline
Aspire Private Capital, LLC3,843$209K0.05%013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC3,751$204K0.09%-28713F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners3,512$191K0.03%-5413F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC2,653$145K0.03%new13F-HRTimeline
Brooklyn Investment Group2,180$119K0.02%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,966$107K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,890$103K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,829$99.7K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners1,724$93K0.02%+113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/914$49.8K<0.01%new13F-HR/ATimelineGroup
Private Wealth Management Group, LLC890$48.5K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.862$47K0.01%+51513F-HRTimeline
ELEVATE WEALTH ADVISORY, INC585$31.9K0.02%+21113F-HRTimeline
COMERICA BANK512$27.9K<0.01%+913F-HRTimeline
Nemes Rush Group LLC353$19.2K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA320$17K<0.01%new13F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC270$14.7K<0.01%-96,35613F-HRTimelineGroup
IFP Advisors, Inc102$5.58K<0.01%-14913F-HRTimeline
Aspect Partners, LLC33$1.8K<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.