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Disclosery

DFGP DIMENSIONAL ETF TRUST

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GLOB CO PLUS ETF (fund)

175 managers (176 13F filers) reported a position in DFGP shares at 2026-03-31, 37,836,394 shares in all. 28 filers opened a position and 15 filers sold out during the quarter.

Managers
175
13F filers
176
New
28
Added
112
Reduced
19
Sold out
15
Shares held by filers
37,836,394

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LP6,540,363$353M5%+279,41213F-HRTimelineGroup
MASECO LLP3,850,637$208M6.52%+462,16013F-HRTimeline
Symmetry Partners, LLC2,541,953$137M7.84%+70,28313F-HRTimeline
von Borstel & Associates, Inc.1,525,962$82.4M18.85%+137,52013F-HRTimeline
WPWealth LLP1,187,931$64.1M9.8%+59,63113F-HRTimeline
Beacon Pointe Advisors, LLC1,184,456$63.9M0.34%+8,71213F-HRTimeline
Ruedi Wealth Management, Inc.993,040$53.6M13.81%+74,12213F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT904,625$48.8M14.43%+45,65113F-HRTimeline
Vestmark Advisory Solutions, Inc.857,514$46.3M0.51%+16,05213F-HRTimeline
CURIO WEALTH, LLC838,007$45.2M15.46%+75,56613F-HRTimeline
Integrity Advisory Solutions, LLC780,569$42.1M5.57%+84,00513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC685,143$37M0.01%+36,41713F-HRTimelineGroup
Beaird Harris Wealth Management, LLC632,699$34.2M2.32%+204,74513F-HRTimeline
INTEGRITY ALLIANCE, LLC.615,537$33.2M1.27%+49,36213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/614,755$33.2M<0.01%-19,22213F-HRTimelineGroup
TCI Wealth Advisors, Inc.614,735$33.2M1.76%+10,82313F-HRTimeline
AE Wealth Management LLC583,563$31.5M0.17%+18,89113F-HRTimeline
MilWealth Group LLC512,349$27.7M6.58%+14,59213F-HRTimeline
Straight Path Wealth Management488,899$26.4M7.05%+53,25713F-HRTimeline
DiNuzzo Private Wealth, Inc.460,302$24.9M2.68%+23,80513F-HRTimeline
RFG Advisory, LLC438,484$23.7M0.43%+19,44013F-HRTimeline
Allworth Financial LP435,427$23.5M0.1%+224,67913F-HRTimeline
United Wealth Management, LLC424,059$22.9M5.69%+54,05113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC397,207$21.4M0.03%+23,12613F-HRTimeline
Midwest Heritage Bank, FSB345,985$18.7M5.99%+74,88113F-HRTimeline
Wealth Advisors Northwest LLC330,590$17.8M7.49%+35,66113F-HRTimeline
Quantum Financial Advisors, LLC324,364$17.5M1.96%+33,13513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC298,326$16.1M0.12%+49,60913F-HRTimeline
Integrated Wealth Concepts LLC287,674$15.5M0.12%+6,75413F-HRTimeline
Outbound Financial Inc283,042$15.3M11.46%+15,08513F-HRTimeline
STOLZ & ASSOCIATES, PS278,826$15.2M10.59%+112,89613F-HRTimeline
TruNorth Capital Management, LLC276,590$14.9M2.86%+6,18913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC217,805$11.8M0.06%+82,77513F-HRTimelineGroup
Gradient Capital Advisors, LLC217,002$11.7M3.04%+52,66613F-HRTimeline
Wheels Up Wealth, Inc.214,229$11.6M10.87%+5,05013F-HRTimeline
GeoWealth Management, LLC206,813$11.2M0.4%+27,13313F-HRTimeline
Dynamic Advisor Solutions LLC199,549$10.8M0.34%+17,85213F-HRTimeline
Meredith Wealth Planning197,859$10.7M2.89%+65,82013F-HRTimeline
Modera Wealth Management, LLC188,173$10.2M0.12%+28313F-HRTimeline
UBS Group AGgroup of 2 filers holding185,100$9.99MnewTimeline
Archford Capital Strategies, LLC184,387$9.96M1.14%+32,99213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC180,846$9.76M4.6%+24,15213F-HRTimeline
Fort Vancouver Investment Management, L…168,441$9.09M4.62%new13F-HRTimeline
Pandowealth. LLC164,247$8.87M7.74%+9,05113F-HR/ATimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC162,187$8.76M5.02%+2,64613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC158,902$8.58M0.07%+26,09513F-HRTimelineGroup
Signature Resources Capital Management,…157,401$8.5M4.03%+14,05813F-HRTimeline
Betterment LLC156,211$8.43M0.02%+14,34413F-HRTimeline
AA Financial Advisors, LLC152,869$8.25M1.16%new13F-HRTimeline
CSP Financial Group, LLC151,014$8.15M8.35%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding143,197$7.73M-47,963Timeline
Kings Path Partners LLC143,143$7.73M2.66%+4,23113F-HR/ATimeline
OneDigital Investment Advisors LLC131,264$7.09M0.07%+13,25613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…126,786$6.85M2.31%+12,87313F-HRTimeline
Farther Finance Advisors, LLC126,277$6.83M0.06%+41,23113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC124,897$6.74M4.15%+5,83713F-HRTimeline
Mariner, LLCin group Mariner, LLC119,177$6.43M0.01%+6,28713F-HRTimelineGroup
Applied Capital LLC117,867$6.36M2.38%+31,33813F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS112,348$6.07M5.41%13F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS113,433$5.44M2.56%new13F-HRTimeline
One Degree Advisors Inc98,113$5.3M1.39%+6,33913F-HRTimeline
Krilogy Financial LLC95,943$5.22M0.17%+4,49713F-HRTimeline
HFM Investment Advisors, LLC93,449$5.05M1.94%+9,97613F-HRTimeline
marrick wealth, LLC88,810$4.79M4.03%+1,21713F-HRTimeline
LPL Financial LLC88,208$4.76M<0.01%+12,27513F-HRTimeline
City State Bank87,845$4.74M1.23%+17,07813F-HRTimeline
International Private Wealth Advisors L…84,165$4.54M2.78%+16,87813F-HRTimeline
55 North Private Wealth, LLC81,211$4.38M1.12%+1,28213F-HRTimeline
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…76,519$4.13M0.86%+7,88313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,209$3.84M0.01%+5,68413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,387$3.64M0.07%+13,03113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO67,758$3.63M<0.01%+17,18913F-HR/ATimelineGroup
Professional Financial Advisors, LLC65,617$3.54M0.72%new13F-HRTimeline
Disciplined Investors, L.L.C.64,829$3.5M2.08%+2,77213F-HRTimeline
NewEdge Advisors, LLC62,539$3.38M0.01%-1,42013F-HR/ATimeline
Acorn Wealth Advisors, LLC58,441$3.16M0.92%-3,86013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC56,106$3.03M<0.01%+18,02113F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.55,308$2.99M1.01%-8,68513F-HRTimeline
SAX WEALTH ADVISORS, LLC55,008$2.97M0.14%013F-HRTimeline
Merit Financial Group, LLC52,313$2.82M0.02%-11,59113F-HRTimeline
PFG Advisors52,168$2.82M0.14%+5,35913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP51,954$2.8M<0.01%-3,27013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC47,119$2.54M<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…46,586$2.52M0.01%+13,01713F-HRTimeline
Foster Group, Inc.46,090$2.49M0.07%-1,95313F-HRTimeline
Abel Hall, LLC46,065$2.49M0.53%-18813F-HRTimeline
NWAM LLC40,634$2.19M0.13%+7,84213F-HRTimeline
Keating Financial Advisory Services, In…39,573$2.14M0.35%+15,93713F-HRTimeline
Two West Capital Advisors LLC39,326$2.13M1.13%+3,41113F-HRTimeline
XY Planning Network, Inc.37,014$2M0.32%+1,24613F-HRTimeline
American Investment Services, Inc.36,094$1.95M0.43%+1,82813F-HRTimeline
Foundry Financial LLC35,219$1.9M0.81%-35,10613F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC34,147$1.84M0.68%-1,27013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,842$1.77M0.04%-1,40713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…29,620$1.6M0.03%+7,06113F-HRTimelineGroup
Parkwoods Wealth Partners, LLC27,890$1.51M0.37%+6,14713F-HRTimeline
Prime Capital Investment Advisors, LLC26,118$1.41M0.02%+20313F-HRTimeline
MML INVESTORS SERVICES, LLC25,866$1.4M<0.01%-4,35313F-HRTimeline
Apella Capital, LLC24,924$1.36M0.02%+8,93613F-HRTimeline
Kane Co Wealth Management, Inc.25,039$1.35M1.14%+2,71013F-HRTimeline
Vantage Point Financial LLC23,551$1.27M0.45%+88513F-HRTimeline
Xcelsior Advisor Partners LLC23,233$1.25M0.48%+1,14813F-HRTimeline
Triad Wealth Partners, LLC23,231$1.25M0.1%+3,13513F-HRTimeline
Private Advisor Group, LLC22,383$1.21M0.01%+14,87913F-HRTimeline
Alpha Financial Advisors, LLC20,124$1.09M0.33%+7,40313F-HRTimeline
Tandem Financial, LLC20,009$1.08M0.37%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN18,525$1M<0.01%+16,94213F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management18,058$975K0.01%+2,13613F-HRTimelineGroup
Shearwater Capital LLC17,173$927K0.49%+78913F-HRTimeline
Vested Financial Planning, LLC17,165$927K0.71%+62413F-HRTimeline
Arkadios Wealth Advisors16,834$909K0.02%013F-HRTimeline
Faithward Advisors, LLC16,478$890K0.13%+1,54913F-HRTimeline
Mutual Advisors, LLC16,058$867K0.02%+3,44513F-HRTimeline
Sterling Wealth Management, Inc.15,257$824K0.23%new13F-HRTimeline
Aurelius Family Office LLC15,087$815K0.35%-14813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,648$793K+1,749Timeline
CHOREO, LLC11,031$596K0.01%new13F-HRTimeline
Donalies Financial Planning, LLC10,946$591K0.5%+1,05713F-HRTimeline
Daner Wealth Management, LLC10,727$582K0.34%+2,29913F-HRTimeline
Orion Porfolio Solutions, LLC10,662$576K<0.01%+1,78013F-HRTimeline
Optimus Capital Advisors, LLC10,192$550K0.33%-2,85813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,547$515K0.01%+2,70713F-HRTimelineGroup
Plancorp, LLC9,327$506K0.01%+92113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,478$458K<0.01%+2,40013F-HRTimelineGroup
IHT Wealth Management, LLC8,476$445K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,126$440K<0.01%-33013F-HRTimeline
UPTICK PARTNERS, LLC8,076$436K0.09%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,015$433K<0.01%-9,19813F-HRTimeline
Fisher Asset Management, LLC7,500$405K<0.01%new13F-HRTimeline
Aegis Wealth Management LLC7,362$397K0.23%+31713F-HRTimeline
First Financial Group Corp7,316$395K0.32%new13F-HRTimeline
Savvy Advisors, Inc.7,099$383K0.01%-4513F-HRTimeline
Johnson Wealth Management, LLC6,695$361K0.17%+11013F-HRTimeline
Clarity Capital Advisors, LLC6,594$356K0.17%013F-HRTimeline
WELLINGTON-ALTUS USA INC.5,975$325K0.19%new13F-HRTimeline
Werba Rubin Papier Wealth Management5,854$316K0.04%+1,28513F-HRTimeline
Vise Technologies, Inc.5,479$296K0.01%013F-HRTimeline
Accurate Wealth Management, LLC5,401$293K0.04%new13F-HRTimeline
Axis Wealth Partners, LLC5,222$282K0.15%+98513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners5,101$275K0.04%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,907$265K<0.01%+3,54713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/4,883$264K<0.01%+3,77313F-HRTimelineGroup
SwitchPoint Financial Planning, LLC4,838$261K0.18%013F-HRTimeline
Advyzon Investment Management, LLC4,634$250K0.02%+14513F-HRTimeline
IFG Advisory, LLC4,485$242K0.69%new13F-HRTimeline
Index Fund Advisors, Inc.4,465$241K0.01%013F-HRTimeline
Everest Financial Group LLC4,425$239K0.04%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC4,334$234K0.03%+15413F-HRTimeline
Brooklyn Investment Group4,228$228K0.01%-95613F-HRTimeline
Rehmann Capital Advisory Group4,182$226K0.01%+14513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,160$225K<0.01%new13F-HRTimelineGroup
Brookwood Investment Group LLC3,987$215K0.03%new13F-HRTimeline
BankChampaign, National Association3,473$188K0.19%+2,97413F-HRTimeline
Clarity Asset Management, Inc.3,235$175K0.09%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,747$148K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,796$97K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners1,781$96K0.02%013F-HRTimeline
Trust Co1,600$86.4K0.01%013F-HRTimeline
Private Wealth Management Group, LLC1,488$80.3K0.02%+11713F-HRTimeline
CWM, LLCin group CWM, LLC1,366$73.8K<0.01%+66613F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,258$67.9K0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.1,160$62.6K<0.01%+613F-HRTimeline
Root Financial Partners, LLC1,034$55.8K<0.01%+55013F-HRTimeline
Physician Wealth Advisors, Inc.986$53.2K0.01%+1613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC585$31.6K0.02%013F-HRTimeline
CoreCap Advisors, LLC533$28.8K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…531$28.7K<0.01%new13F-HRTimelineGroup
RHL GROUP, LLC847$22.5K0.02%+1913F-HRTimeline
Torren Management, LLC410$22.1K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.342$18.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC242$13.1K<0.01%-1,60813F-HRTimeline
Nemes Rush Group LLC162$8.75K<0.01%013F-HRTimeline
Larson Financial Group LLC110$5.94K<0.01%013F-HRTimeline
Aspect Partners, LLC33$1.78K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.29$1.57K<0.01%new13F-HRTimeline