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Disclosery

DFGP DIMENSIONAL ETF TRUST

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GLOB CO PLUS ETF (fund)

163 managers (164 13F filers) reported a position in DFGP shares at 2025-12-31, 34,437,839 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
163
13F filers
164
New
23
Added
98
Reduced
23
Sold out
14
Shares held by filers
34,437,839

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LP6,260,951$339M4.4%+219,49913F-HRTimelineGroup
MASECO LLP3,388,477$183M7.98%+262,20913F-HRTimeline
Symmetry Partners, LLC2,471,670$134M7.91%new13F-HRTimeline
von Borstel & Associates, Inc.1,388,442$75.1M17.6%+46,37913F-HRTimeline
Beacon Pointe Advisors, LLC1,175,744$63.6M0.45%+49,63513F-HRTimeline
WPWealth LLP1,128,300$61M9.55%+180,66813F-HRTimeline
Ruedi Wealth Management, Inc.918,918$49.7M13.02%+74,20713F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT858,974$46.4M14.36%+51,48613F-HRTimeline
Vestmark Advisory Solutions, Inc.841,462$45.5M0.61%+88,09913F-HRTimeline
CURIO WEALTH, LLC762,441$41.3M14.63%+135,71513F-HRTimeline
Integrity Advisory Solutions, LLC696,564$37.7M5.42%+91,69713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC648,726$35.1M0.01%+40,78113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/633,977$34.3M<0.01%+71,23313F-HRTimelineGroup
TCI Wealth Advisors, Inc.603,912$32.7M1.8%+10,25713F-HRTimeline
INTEGRITY ALLIANCE, LLC.566,175$30.6M1.12%+125,60113F-HRTimeline
AE Wealth Management LLC564,672$30.5M0.18%-95613F-HRTimeline
MilWealth Group LLC497,757$26.9M6.41%+19,12313F-HRTimeline
DiNuzzo Private Wealth, Inc.436,497$23.6M2.57%+62,25513F-HRTimeline
Straight Path Wealth Management435,642$23.6M6.35%+24,90113F-HRTimeline
Beaird Harris Wealth Management, LLC427,954$23.1M1.59%+150,74713F-HRTimeline
RFG Advisory, LLC419,044$22.7M0.43%+20,57313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC374,081$20.2M0.03%+28,73513F-HRTimeline
United Wealth Management, LLC370,008$20M5.18%+10,86113F-HRTimeline
Wealth Advisors Northwest LLC294,929$15.9M7.07%+62,29113F-HRTimeline
Quantum Financial Advisors, LLC291,229$15.7M1.77%+42,81813F-HRTimeline
Integrated Wealth Concepts LLC280,920$15.2M0.18%+10,63813F-HRTimeline
Midwest Heritage Bank, FSB271,104$14.7M5.06%+17,81513F-HRTimeline
TruNorth Capital Management, LLC270,401$14.6M2.77%+29,10213F-HRTimeline
Outbound Financial Inc267,957$14.5M11.28%+22,13413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC248,717$13.4M0.1%+22,83913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC242,004$13.1M0.02%+165,77413F-HRTimelineGroup
Allworth Financial LP210,748$11.4M0.05%+113,53613F-HRTimeline
Wheels Up Wealth, Inc.209,179$11.3M10.54%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding191,160$10.3M+51,878Timeline
Modera Wealth Management, LLC187,890$10.2M0.12%-11,73913F-HRTimeline
Dynamic Advisor Solutions LLC181,697$9.82M0.32%+174,33813F-HRTimeline
GeoWealth Management, LLC179,680$9.72M0.36%+6,88113F-HRTimeline
Archer Investment Management, LLC176,015$9.52M5.12%-94,65613F-HRTimeline
STOLZ & ASSOCIATES, PS165,930$8.97M6.92%13F-HRTimeline
Gradient Capital Advisors, LLC164,336$8.89M2.29%+79,77913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC159,541$8.63M5.34%-1,97313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC156,694$8.47M3.84%+33,54113F-HRTimeline
Pandowealth. LLC155,196$8.39M7.7%13F-HR/ATimeline
Archford Capital Strategies, LLC151,395$8.19M0.95%+9,19213F-HRTimeline
Signature Resources Capital Management,…143,343$7.75M3.92%+5,46613F-HRTimeline
Betterment LLC141,867$7.67M0.01%+18,61913F-HRTimeline
Kings Path Partners LLC138,912$7.51M2.63%+26,94213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC135,030$7.3M0.04%+116,69313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC132,807$7.18M0.06%+12,04113F-HRTimelineGroup
Meredith Wealth Planning132,039$7.14M2.13%+39,23813F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC119,060$6.44M4.03%+8,10213F-HRTimeline
OneDigital Investment Advisors LLC118,008$6.38M0.06%+54,60713F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…113,913$6.16M2.2%+29,65713F-HRTimeline
Mariner, LLCin group Mariner, LLC112,890$6.1M0.01%+3,63513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…99,312$5.37M0.01%new13F-HRTimelineGroup
Krilogy Financial LLC91,446$4.98M0.17%+8,50613F-HRTimeline
One Degree Advisors Inc91,774$4.96M1.36%+4,12913F-HRTimeline
marrick wealth, LLC87,593$4.74M3.88%13F-HRTimeline
Wolfstich Capital, LLC87,222$4.72M4.35%new13F-HRTimeline
Applied Capital LLC86,529$4.68M1.8%+18,15413F-HRTimeline
Farther Finance Advisors, LLC85,046$4.6M0.05%+68,31913F-HRTimeline
HFM Investment Advisors, LLC83,473$4.51M1.76%+75613F-HRTimeline
55 North Private Wealth, LLC79,929$4.32M1.14%13F-HRTimeline
LPL Financial LLC75,933$4.11M<0.01%+30,54413F-HRTimeline
City State Bank70,767$3.83M1.05%+17,31113F-HRTimeline
Foundry Financial LLC70,325$3.8M2%13F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…68,636$3.71M0.77%+75913F-HRTimeline
International Private Wealth Advisors L…67,287$3.64M2.29%+15,96513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,525$3.54M0.01%+19,87913F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.63,993$3.46M1.24%-252,35313F-HRTimeline
NewEdge Advisors, LLC63,959$3.46M0.01%-14,57113F-HRTimeline
Merit Financial Group, LLC63,904$3.46M0.03%-89,99713F-HRTimeline
Acorn Wealth Advisors, LLC62,301$3.37M1%-5,56313F-HRTimeline
Disciplined Investors, L.L.C.62,057$3.36M2.2%+7,51613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,224$2.99M<0.01%-1,89213F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC55,008$2.97M0.14%+14,35213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,356$2.94M0.06%+11,24813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50,569$2.73M<0.01%+5,43513F-HRTimelineGroup
Foster Group, Inc.48,043$2.6M0.08%+13313F-HRTimeline
PFG Advisors46,809$2.53M0.12%new13F-HRTimeline
Abel Hall, LLC46,253$2.5M0.58%+1,45613F-HRTimeline
Austin Private Wealth, LLC40,950$2.21M0.17%+3,24313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC38,085$2.06M<0.01%+2,02613F-HRTimelineGroup
Two West Capital Advisors LLC35,915$1.94M1.13%+4,96213F-HRTimeline
XY Planning Network, Inc.35,768$1.93M0.34%+10,50413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC35,417$1.91M0.72%+41913F-HRTimeline
American Investment Services, Inc.34,266$1.85M0.43%+4,99613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,249$1.85M0.04%+1,14013F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,569$1.81M<0.01%+9,98013F-HRTimeline
NWAM LLC32,792$1.78M0.1%+1,15813F-HRTimeline
MML INVESTORS SERVICES, LLC30,219$1.63M<0.01%+2,57713F-HRTimeline
Prime Capital Investment Advisors, LLC25,915$1.4M0.02%new13F-HRTimeline
Keating Financial Advisory Services, In…23,636$1.28M0.17%13F-HRTimeline
Vantage Point Financial LLC22,666$1.23M0.44%+6,79813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,559$1.22M0.02%-6,19213F-HRTimelineGroup
Kane Co Wealth Management, Inc.22,329$1.21M1.06%13F-HRTimeline
Xcelsior Advisor Partners LLC22,085$1.19M0.58%13F-HRTimeline
Parkwoods Wealth Partners, LLC21,743$1.18M0.35%+7,17713F-HRTimeline
Triad Wealth Partners, LLC20,096$1.09M0.1%+4,64413F-HRTimeline
Investor's Fiduciary Advisor Network, L…18,468$998K0.21%new13F-HRTimeline
Equita Financial Network, Inc.18,306$990K0.3%+5,98213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV17,213$931K<0.01%-3,67513F-HRTimeline
Arkadios Wealth Advisors16,834$910K0.02%new13F-HRTimeline
Vested Financial Planning, LLC16,541$894K0.69%+85113F-HRTimeline
Shearwater Capital LLC16,384$886K0.51%+1,21313F-HRTimeline
Apella Capital, LLC15,988$864K0.02%+8,44113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management15,922$861K0.01%-35013F-HRTimelineGroup
Aurelius Family Office LLC15,235$825K0.35%-14713F-HRTimeline
Faithward Advisors, LLC14,929$807K0.12%+3,06513F-HRTimeline
Optimus Capital Advisors, LLC13,050$706K0.41%13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …12,899$701K0.02%new13F-HRTimelineGroup
Alpha Financial Advisors, LLC12,721$688K0.21%+2,32613F-HRTimeline
Mutual Advisors, LLC12,613$682K0.01%+62513F-HRTimeline
Donalies Financial Planning, LLC9,889$535K0.46%13F-HRTimeline
Orion Porfolio Solutions, LLC8,882$480K<0.01%+4,19013F-HRTimeline
Daner Wealth Management, LLC8,428$461K0.28%+1,66413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,456$459K<0.01%-2,00613F-HRTimeline
Plancorp, LLC8,406$454K0.01%+26813F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC7,575$410K0.02%new13F-HRTimelineGroup
Private Advisor Group, LLC7,504$406K<0.01%-7213F-HRTimeline
Savvy Advisors, Inc.7,144$386K0.01%-98713F-HRTimeline
Aegis Wealth Management LLC7,045$381K0.22%+1,33313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth6,840$370K<0.01%-5,80213F-HRTimelineGroup
Clarity Capital Advisors, LLC6,594$357K0.18%+21013F-HRTimeline
Johnson Wealth Management, LLC6,585$356K0.18%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,416$347K0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,078$329K<0.01%+54513F-HRTimelineGroup
Vise Technologies, Inc.5,479$296K0.01%new13F-HRTimeline
Timonier Family Office, LTD.5,243$283K0.09%-45313F-HRTimeline
Brooklyn Investment Group5,184$281K0.01%new13F-HRTimeline
Spinnaker Investment Group, LLC5,127$277K0.05%-1,42413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,101$276K0.04%+1,58913F-HRTimelineGroup
SwitchPoint Financial Planning, LLC4,838$262K0.18%013F-HRTimeline
Werba Rubin Papier Wealth Management4,569$247K0.07%+11513F-HRTimeline
Advyzon Investment Management, LLC4,489$243K0.03%new13F-HRTimeline
Index Fund Advisors, Inc.4,465$241K0.01%+11113F-HRTimeline
Creative Planningin group Creative Planning4,327$234K<0.01%new13F-HRTimelineGroup
Axis Wealth Partners, LLC4,237$229K0.13%new13F-HRTimeline
Clearstead Advisors, LLC4,224$228K<0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,180$226K0.03%new13F-HRTimeline
Rehmann Capital Advisory Group4,037$218K0.01%013F-HRTimeline
BankChampaign, National Association499$188K0.19%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,850$100K<0.01%-12613F-HRTimeline
Coston, McIsaac & Partners1,781$96K0.02%+5713F-HRTimeline
Trust Co1,600$86.5K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,583$85.6K<0.01%+1,41613F-HRTimelineGroup
Private Wealth Management Group, LLC1,371$74.1K0.02%-71213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,360$74K<0.01%+72013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,154$62.4K<0.01%-3,11513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,110$60K<0.01%+19613F-HRTimelineGroup
Physician Wealth Advisors, Inc.970$52.4K0.01%+913F-HRTimeline
RHL GROUP, LLC828$44.8K0.04%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…807$43.6K<0.01%new13F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC700$38K<0.01%new13F-HRTimelineGroup
Quent Capital, LLC603$32.6K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC585$31.6K0.02%013F-HRTimeline
COMERICA BANK541$29.3K<0.01%+2613F-HRTimeline
Root Financial Partners, LLC484$26.2K<0.01%-38813F-HRTimeline
Torren Management, LLC410$22.1K0.01%13F-HRTimeline
FAS Wealth Partners, Inc.342$18.5K<0.01%new13F-HRTimeline
Nemes Rush Group LLC162$8.76K<0.01%013F-HRTimeline
Larson Financial Group LLC110$5.95K<0.01%new13F-HRTimeline
Aspect Partners, LLC33$1.78K<0.01%013F-HRTimeline