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Disclosery

DFGP DIMENSIONAL ETF TRUST

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GLOB CO PLUS ETF (fund)

140 managers (141 13F filers) reported a position in DFGP shares at 2025-09-30, 28,976,441 shares in all. 22 filers opened a position and 10 filers sold out during the quarter.

Managers
140
13F filers
141
New
22
Added
87
Reduced
17
Sold out
10
Shares held by filers
28,976,441

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LP6,041,452$336M4.59%+139,15513F-HRTimelineGroup
MASECO LLP3,126,268$174M8.42%+461,55613F-HRTimeline
von Borstel & Associates, Inc.1,342,063$74.1M11.36%+97,26913F-HRTimeline
Beacon Pointe Advisors, LLC1,126,109$62.6M0.53%new13F-HRTimeline
WPWealth LLP947,632$52.7M8.61%+101,95813F-HRTimeline
Ruedi Wealth Management, Inc.844,711$46.9M13.14%+23,55513F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT807,488$44.9M14.4%+79,77913F-HRTimeline
Vestmark Advisory Solutions, Inc.753,363$41.9M0.8%-655,72113F-HRTimeline
CURIO WEALTH, LLC626,726$34.8M14.29%+51,63213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC607,945$33.8M0.01%+65,74313F-HRTimelineGroup
Mach-1 Financial Group, LLC604,867$33.6M5.37%new13F-HRTimeline
Integrity Advisory Solutions, LLC604,867$33.6M5.37%13F-HRTimeline
TCI Wealth Advisors, Inc.593,655$33M1.97%+5,63313F-HRTimeline
AE Wealth Management LLC565,628$31.4M0.2%-63,38613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/562,744$31.3M<0.01%+40,63913F-HR/ATimelineGroup
MilWealth Group LLC478,634$26.6M6.48%+13,17113F-HRTimeline
INTEGRITY ALLIANCE, LLC.440,574$24.5M1.15%+35,45513F-HRTimeline
Straight Path Wealth Management410,741$22.8M6.37%+19,46413F-HRTimeline
RFG Advisory, LLC398,471$22.1M0.46%+2,58913F-HRTimeline
DiNuzzo Private Wealth, Inc.374,242$20.5M2.33%+26,73913F-HRTimeline
United Wealth Management, LLC359,147$20M5.43%+13,03613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC345,346$19.2M0.02%+8,63013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.316,346$17.6M7.63%+9,20613F-HRTimeline
Beaird Harris Wealth Management, LLC277,207$15.4M1.09%+185,24213F-HRTimeline
Archer Investment Management, LLC270,671$15M9.24%+9,78613F-HRTimeline
Integrated Wealth Concepts LLC270,282$15M0.13%new13F-HRTimeline
Midwest Heritage Bank, FSB253,289$14.1M4.98%+7,04013F-HRTimeline
Quantum Financial Advisors, LLC248,411$13.8M1.68%+47,22413F-HRTimeline
Outbound Financial Inc245,823$13.7M11.14%+14,63213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC244,060$13.6M0.01%+223,33813F-HRTimelineGroup
TruNorth Capital Management, LLC241,299$13.4M2.65%+19,30913F-HRTimeline
Wealth Advisors Northwest LLC232,638$12.9M6.25%+32,41613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC225,878$12.6M0.1%new13F-HRTimeline
Modera Wealth Management, LLC199,629$11.1M0.13%-3,90213F-HRTimeline
GeoWealth Management, LLC172,799$9.6M0.35%+15,41113F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC161,514$8.98M5.96%+3,03513F-HRTimeline
Merit Financial Group, LLC153,901$8.55M0.08%+41,94213F-HR/ATimeline
Archford Capital Strategies, LLC142,203$7.9M0.94%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding139,282$7.74M+30,800Timeline
Signature Resources Capital Management,…137,877$7.66M4.19%+79513F-HRTimeline
Betterment LLC123,248$6.85M0.01%+18,22113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC123,153$6.84M3.3%+9,23913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC120,766$6.71M0.05%new13F-HRTimelineGroup
Kings Path Partners LLC111,970$6.22M2.29%+14,89413F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC110,958$6.17M4.05%+9,51313F-HRTimeline
Mariner, LLCin group Mariner, LLC109,255$6.07M0.01%+2,03913F-HRTimelineGroup
Allworth Financial LP97,212$5.4M0.02%new13F-HRTimeline
Meredith Wealth Planning92,801$5.16M1.63%+21,33113F-HRTimeline
One Degree Advisors Inc87,645$4.87M1.49%+10,49313F-HRTimeline
Gradient Capital Advisors, LLC84,557$4.7M1.26%+71,73313F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…84,256$4.68M1.64%+35,85513F-HRTimeline
HFM Investment Advisors, LLC82,717$4.6M1.86%+9,20813F-HRTimeline
Krilogy Financial LLC82,940$4.57M0.17%+17,89113F-HRTimeline
NewEdge Advisors, LLC78,530$4.36M0.02%-37,56513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC76,230$4.24M<0.01%new13F-HRTimelineGroup
Applied Capital LLC68,375$3.8M1.53%+10,23813F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…67,877$3.77M0.8%+6,34613F-HRTimeline
Acorn Wealth Advisors, LLC67,864$3.77M1.18%-3,72813F-HRTimeline
OneDigital Investment Advisors LLC63,401$3.52M0.04%+1,00813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,116$3.17M<0.01%+13713F-HRTimelineGroup
Disciplined Investors, L.L.C.54,541$3.03M2.16%+1,32413F-HRTimeline
City State Bank53,456$2.97M0.86%+1,27413F-HRTimeline
International Private Wealth Advisors L…51,322$2.85M1.79%new13F-HRTimeline
Foster Group, Inc.47,910$2.66M0.08%+49113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,646$2.53M<0.01%+29,72513F-HRTimelineGroup
LPL Financial LLC45,389$2.52M<0.01%+14,09613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO45,134$2.51M<0.01%+2,63813F-HR/ATimelineGroup
Abel Hall, LLC44,797$2.49M1.01%+2,30113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,108$2.4M0.05%+20,96213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC40,656$2.26M0.12%+18913F-HRTimeline
Austin Private Wealth, LLC37,707$2.1M0.16%+6,01913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC36,059$2M<0.01%+6,53713F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC34,998$1.94M0.77%-58713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,109$1.84M0.04%+7713F-HRTimelineGroup
NWAM LLC31,634$1.78M0.1%+3,46213F-HR/ATimeline
Two West Capital Advisors LLC30,953$1.72M1.04%+4,72813F-HRTimeline
Wise Wealth Partners30,603$1.7M2.6%-8,24913F-HRTimeline
American Investment Services, Inc.29,270$1.63M0.39%+5,94513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…28,751$1.6M0.03%+5,59513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,642$1.54M<0.01%+40313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC25,326$1.41M<0.01%new13F-HRTimelineGroup
XY Planning Network, Inc.25,264$1.38M0.47%013F-HRTimeline
Cambridge Investment Research Advisors,…23,589$1.31M<0.01%+6,76613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV20,888$1.16M<0.01%+9,46713F-HRTimeline
Tandem Financial, LLC20,009$1.11M0.41%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,337$1.02M0.01%new13F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC18,318$1.02M0.04%new13F-HRTimeline
Farther Finance Advisors, LLC16,727$930K0.01%+7,04513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management16,272$904K0.01%+3,12113F-HRTimelineGroup
Vantage Point Financial LLC15,868$882K0.34%+2,15613F-HRTimeline
Vested Financial Planning, LLC15,690$872K0.71%+1,07213F-HRTimeline
Triad Wealth Partners, LLC15,452$859K0.11%+1,86713F-HRTimeline
Aurelius Family Office LLC15,382$855K0.38%-9913F-HRTimeline
Shearwater Capital LLC15,171$843K0.5%+73913F-HRTimeline
Parkwoods Wealth Partners, LLC14,566$809K0.28%+6,10813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth12,642$698K0.01%new13F-HRTimelineGroup
Equita Financial Network, Inc.12,324$685K0.23%+7,49613F-HRTimeline
Mutual Advisors, LLC11,988$665K0.01%+1,25713F-HRTimeline
Faithward Advisors, LLC11,864$659K0.1%+2,68513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,462$582K<0.01%-1,17313F-HRTimeline
Alpha Financial Advisors, LLC10,395$578K0.2%+2,17913F-HRTimeline
Plancorp, LLC8,138$452K0.01%013F-HRTimeline
Savvy Advisors, Inc.8,131$452K0.02%-8413F-HRTimeline
Apella Capital, LLC7,547$424K0.01%013F-HRTimeline
Private Advisor Group, LLC7,576$421K<0.01%+3,14613F-HRTimeline
Dynamic Advisor Solutions LLC7,359$409K0.01%+46013F-HRTimeline
Daner Wealth Management, LLC6,764$379K0.25%-9513F-HRTimeline
Johnson Wealth Management, LLC6,585$366K0.2%13F-HRTimeline
Spinnaker Investment Group, LLC6,551$364K0.07%new13F-HRTimeline
Clarity Capital Advisors, LLC6,384$355K0.19%013F-HRTimeline
AlphaStar Capital Management, LLC6,104$339K0.03%new13F-HRTimeline
Aegis Wealth Management LLC5,712$317K0.17%013F-HRTimeline
Timonier Family Office, LTD.5,696$317K0.1%-29313F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,533$307K<0.01%-1,73013F-HRTimelineGroup
Pure Financial Advisors, LLC5,351$297K<0.01%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,181$288K0.06%new13F-HRTimeline
SwitchPoint Financial Planning, LLC4,838$269K0.19%013F-HRTimeline
Orion Porfolio Solutions, LLC4,692$261K<0.01%-1,22813F-HRTimeline
Werba Rubin Papier Wealth Management4,454$248K0.04%new13F-HRTimeline
Index Fund Advisors, Inc.4,354$242K0.01%+32213F-HRTimeline
Strategic Wealth Partners, Ltd.4,269$237K0.02%new13F-HRTimeline
RCS Financial Planning, LLC4,196$233K0.1%+9013F-HRTimeline
Rehmann Capital Advisory Group4,037$224K0.01%013F-HRTimeline
Aspire Private Capital, LLC3,764$209K0.05%-7913F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners3,512$195K0.03%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,086$171K<0.01%+1,25713F-HRTimelineGroup
Private Wealth Management Group, LLC2,083$116K0.03%+1,19313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,976$110K<0.01%+8613F-HRTimeline
Coston, McIsaac & Partners1,724$95K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.961$53.4K0.01%+9913F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/914$50.8K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC872$48.5K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA640$36K<0.01%+32013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC585$32.5K0.02%013F-HRTimeline
COMERICA BANK515$28.6K<0.01%+313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN167$9.28K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC162$9K<0.01%-19113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY76$4.22K<0.01%new13F-HR/ATimelineGroup
IFP Advisors, Inc47$2.61K<0.01%-5513F-HR/ATimeline
Aspect Partners, LLC33$1.83K<0.01%013F-HRTimeline