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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

334 managers (339 13F filers) reported a position in DFGR shares at 2026-06-30, 106,034,249 shares in all. 32 filers opened a position and 10 filers sold out during the quarter.

Managers
334
13F filers
339
New
32
Added
203
Reduced
72
Sold out
10
Shares held by filers
106,034,249

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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, LP17,999,719$521M6.7%+477,85713F-HRTimelineGroup
Savant Capital, LLC15,348,111$445M1.31%+2,599,09813F-HRTimeline
JMG Financial Group, Ltd.6,710,457$194M4.7%+366,34613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,126,904$177M+275,163Timeline
BRIGHTON JONES LLC3,030,424$87.8M1.63%+232,20813F-HRTimeline
TCI Wealth Advisors, Inc.2,805,784$81.3M3.52%+21,10013F-HRTimeline
Wealthspire Advisors, LLC2,777,041$80.5M0.44%+21,78513F-HRTimeline
LifeGuide Financial Advisors, LLC2,593,868$75.1M21.4%+84,24813F-HRTimeline
DiNuzzo Private Wealth, Inc.1,844,046$53.4M5.28%+4,52913F-HRTimeline
MASECO LLP1,609,286$46.6M1.31%+53,17713F-HRTimeline
LPL Financial LLC1,299,964$37.7M0.01%+81,58313F-HRTimeline
Rather & Kittrell, Inc.1,193,486$34.6M4.83%+83,58613F-HRTimeline
Rockwood Wealth Management, LLC1,152,153$33.4M2.11%+145,64213F-HRTimeline
Summit Financial Strategies, Inc.1,116,692$32.4M2.27%+54,59213F-HRTimeline
Creative Capital Management Investments…1,047,552$30.3M7%+148,92613F-HRTimeline
Financial Plan, Inc.1,006,202$29.1M2.77%+78,66313F-HRTimeline
Great Waters Wealth Management951,736$27.6M2.55%+63,36913F-HRTimeline
WPWealth LLP927,899$26.9M3.99%-35,37613F-HRTimeline
Guardian Wealth Management, LLC912,517$26.4M7.41%+7,19613F-HRTimeline
Wescott Financial Advisory Group, LLC898,892$26M2.02%-9,27013F-HRTimeline
Verisail Partners, LLC870,403$25.2M9.35%+8,09913F-HRTimeline
OneDigital Investment Advisors LLC827,005$24M0.2%+6,85513F-HRTimeline
Index Fund Advisors, Inc.819,333$23.7M0.94%-62,34713F-HRTimeline
RS CRUM INC.674,314$19.5M3.66%+8,98813F-HRTimeline
Beacon Pointe Advisors, LLC665,263$19.3M0.09%-148,71013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska659,883$19.1M1.71%+39,37013F-HRTimelineGroup
Quantum Financial Advisors, LLC653,829$18.9M1.87%+7,80013F-HRTimeline
Integris Wealth Management, LLC646,737$18.7M3.78%+36,47013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC631,263$18.3M<0.01%+294,56613F-HRTimelineGroup
Private Wealth Management Group, LLC618,649$17.9M4.16%+10,48313F-HRTimeline
Level Financial Advisors618,117$17.9M4%+35,83313F-HRTimeline
Evanson Financial, LLC574,362$16.6M0.81%13F-HRTimeline
Aspen Capital Management, LLC553,939$16M3.54%+7,30313F-HRTimeline
Planning Center, Inc.551,990$16M1.51%+4,88313F-HRTimeline
AWM CAPITAL, LLC519,832$15.1M1.21%+186,79513F-HRTimeline
Syverson Strege & Co478,322$13.9M3.02%+2,23613F-HRTimeline
HARBOUR INVESTMENTS, INC.470,460$13.6M0.18%+35,61813F-HRTimeline
Geometric Wealth Advisors465,667$13.5M1.46%+20,94413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…455,872$13.3M0.02%+220,22813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC457,141$13.2M0.02%+18,09813F-HRTimeline
McLean Asset Management Corp430,559$12.8M1.7%+163,21913F-HRTimeline
Allworth Financial LP428,449$12.4M0.05%+89,70913F-HRTimeline
FLOW TRADERS U.S. LLC405,981$11.8M0.48%new13F-HRTimeline
American Investment Services, Inc.386,559$11.2M2.37%+27,94613F-HRTimeline
SJS Investment Consulting Inc.378,778$11M1.19%+49,22913F-HRTimeline
Sprinkle Financial Consultants LLC378,545$11M4.3%+3,18113F-HRTimeline
XY Planning Network, Inc.374,316$10.8M1.36%+28,11513F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC370,107$10.7M5.46%+10,42113F-HRTimeline
Vestmark Advisory Solutions, Inc.366,862$10.6M0.1%-44,72113F-HRTimeline
GREAT LAKES ADVISORS, LLC355,274$10.3M0.08%+80,41413F-HRTimeline
Elser Financial Planning, Inc353,220$10.2M0.44%-11,10213F-HRTimeline
REAP Financial Group, LLC353,217$10.2M1.75%+39,19813F-HRTimeline
Apella Capital, LLC342,804$10.1M0.14%+12,59713F-HRTimeline
First Command Advisory Services, Inc.320,787$9.29M0.06%+253,88213F-HRTimeline
Burk Holdings LLC287,421$8.33M3.08%+33,05813F-HRTimeline
Wealth Architects, LLC284,328$8.24M0.65%+14,91313F-HRTimeline
RFG Advisory, LLC279,726$8.1M0.13%+6,26213F-HRTimeline
CogentBlue Wealth Advisors, LLC258,053$7.48M4.28%+12,99413F-HRTimeline
GeoWealth Management, LLC256,697$7.44M0.23%-6,97213F-HRTimeline
Tilson Financial Group, Inc.256,643$7.43M2.04%+12,44613F-HRTimeline
Sterling Financial Planning, Inc.247,263$7.16M1.95%+12,00513F-HRTimeline
Peirce Capital Management, LLC244,292$7.08M2.59%-8,73113F-HRTimeline
Arax Advisory Partners242,418$7.02M0.05%-14,47913F-HRTimeline
Parkwoods Wealth Partners, LLC237,237$6.87M1.1%+42,94513F-HRTimeline
AdvisorNet Financial, Inc224,553$6.51M0.3%+9,13113F-HRTimeline
Forum Private Client Group LLC221,089$6.4M1.91%+9,74213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.208,828$6.05M1.47%-5,17713F-HRTimeline
Greenspring Advisors, LLC208,803$6.05M0.34%+4,63613F-HRTimeline
New Dimensions Wealth Management, LLC203,933$5.91M4.46%+6,09513F-HRTimeline
Platform Wealth Management, LLC201,799$5.85M2.14%13F-HRTimeline
Vawter Financial, Ltd.200,438$5.81M2.19%+8,10313F-HRTimeline
Ruedi Wealth Management, Inc.199,828$5.79M1.36%+8,86213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP199,437$5.78M0.01%-384,13413F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.199,311$5.77M0.01%+52,27313F-HRTimelineGroup
HFM Investment Advisors, LLC199,061$5.77M2.02%-6,40513F-HRTimeline
Integrity Advisory Solutions, LLC196,241$5.69M0.59%+17,38613F-HRTimeline
Parkshore Wealth Management, Inc.195,023$5.65M1.62%-15,95713F-HRTimeline
Shotwell Rutter Baer Inc194,264$5.63M3.09%-90713F-HRTimeline
New Capital Management LP192,558$5.58M1.27%+1,92413F-HRTimeline
JDH Wealth Management, LLC190,149$5.51M3.35%+13,43413F-HRTimeline
Clarity Wealth Development LLC189,408$5.49M3.05%+11,15313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS182,356$5.28M2.06%+33,11613F-HRTimeline
von Borstel & Associates, Inc.182,309$5.28M1.08%+5,67713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.179,651$5.2M0.11%013F-HRTimelineGroup
Colorado Capital Management, Inc.176,587$5.12M1.75%+10,12413F-HRTimeline
Balanced Rock Investment Advisors LLC175,340$5.08M3.17%-42913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management174,100$5.04M0.15%+2,77513F-HRTimelineGroup
LAM GROUP, INC.171,240$4.96M2.46%-16,87013F-HRTimeline
Physician Wealth Solutions Inc.166,172$4.81M1.83%+27,13213F-HRTimeline
Farther Finance Advisors, LLC161,473$4.68M0.04%-2,59513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO157,375$4.63M<0.01%-4,33513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC159,112$4.61M0.01%-6,43513F-HRTimelineGroup
EP Wealth Advisors, LLC158,716$4.6M0.02%-10,84713F-HRTimeline
SAGE RHINO CAPITAL LLC158,646$4.6M0.76%+58,67413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC154,325$4.47M1.92%+1,43613F-HRTimeline
Betterment LLC151,480$4.39M0.01%+7,18313F-HRTimeline
INTEGRITY ALLIANCE, LLC.147,170$4.26M0.13%+82413F-HRTimeline
OLD MISSION CAPITAL LLC138,375$4.01M0.1%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding130,025$3.77M+22,110Timeline
NORTHWEST WEALTH MANAGEMENT, LLC126,490$3.66M0.48%+2,38713F-HRTimeline
CLARIS ADVISORS, LLC / MO /125,318$3.63M0.95%+6,14413F-HRTimeline
LRI Investments, LLC124,656$3.61M0.29%-3,17613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV123,992$3.59M<0.01%+4,34013F-HR/ATimeline
KEB ASSET MANAGEMENT, LLC123,494$3.58M0.58%+21,92213F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC121,763$3.53M0.24%+4,25913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…121,683$3.53M0.12%-41,40413F-HRTimelineGroup
Amicus Financial Advisors, LLC120,641$3.49M0.86%+66,00813F-HRTimeline
Wealth Advisors Northwest LLC119,727$3.47M1.18%+9,52113F-HRTimeline
Yardley Wealth Management LLC113,791$3.3M1.5%+5,91113F-HRTimeline
Longview Financial Advisors LLC113,450$3.29M1.62%+5,56713F-HRTimeline
Krilogy Financial LLC113,307$3.28M0.1%-96613F-HRTimeline
COGENT STRATEGIC WEALTH LLC111,652$3.23M3.08%-2,17613F-HRTimeline
Burton Enright Welch107,587$3.12M0.37%-3,40913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,134$3.07M<0.01%+20,93613F-HRTimelineGroup
Chicago Partners Investment Group LLC102,696$3.05M0.06%+213F-HRTimeline
Foundry Financial LLC103,291$2.99M1.01%+13,43613F-HRTimeline
Porter White Investment Advisors, Inc.102,562$2.97M1.14%-39413F-HRTimeline
Sterling Wealth Management, Inc.98,331$2.85M0.71%-83613F-HRTimeline
Aegis Wealth Management LLC95,934$2.78M1.31%+8,29713F-HRTimeline
MML INVESTORS SERVICES, LLC94,372$2.73M0.01%-10,06713F-HRTimeline
Foundations Investment Advisors, LLC92,122$2.67M0.03%+5,35313F-HRTimeline
Veratis Advisors, Inc.91,771$2.66M1.88%13F-HRTimeline
Orion Porfolio Solutions, LLC89,074$2.58M0.02%+4,90113F-HRTimeline
UBS Group AGgroup of 2 filers holding88,091$2.55M+1,452Timeline
Sensenig Capital Advisors, Inc87,769$2.54M2.33%+2,37913F-HRTimeline
D.A. DAVIDSON & CO.86,602$2.51M0.01%+35813F-HRTimeline
Avant Financial Advisors LLC86,174$2.5M1.55%+1,09713F-HRTimeline
Integrated Wealth Concepts LLC85,135$2.47M0.01%+42,13813F-HRTimeline
NewEdge Advisors, LLC85,033$2.46M0.01%+6,70913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.82,343$2.39M0.73%+1,50513F-HRTimeline
Sterling Wealth Advisors Inc80,071$2.32M1.26%+97013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC78,975$2.29M0.01%+19,13913F-HRTimelineGroup
Financial Engines Advisors L.L.C.78,409$2.27M<0.01%-93,77713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC76,384$2.21M1.64%-1,07013F-HRTimeline
Meritas Wealth Management, LLC73,460$2.13M0.83%+2,55213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC72,249$2.09M0.45%+8,04213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,113$2.06M<0.01%-530,55513F-HRTimelineGroup
Creative Planningin group Creative Planning70,689$2.05M<0.01%+33513F-HRTimelineGroup
SC&H Financial Advisors, Inc.70,221$2.03M0.27%+2,85013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding68,947$2M+17,700Timeline
C2P Capital Advisory Group, LLC d.b.a. …67,535$1.96M0.1%-6,67013F-HRTimeline
Vistica Wealth Advisors, LLC67,497$1.96M1.69%-3,99813F-HRTimeline
Hill Investment Group Partners, LLC67,170$1.95M0.2%-4,14113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding64,366$1.94M+38,951Timeline
SageOak Financial, LLC65,910$1.91M1.25%-63413F-HRTimeline
CSP Financial Group, LLC65,756$1.9M1.62%+5,32813F-HRTimeline
HB Wealth Management, LLC64,945$1.88M0.01%new13F-HRTimeline
Wheels Up Wealth, Inc.63,937$1.85M1.57%+74213F-HRTimeline
Savvy Advisors, Inc.61,491$1.78M0.04%+6,64713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC60,771$1.76M1.06%+34413F-HRTimeline
Outbound Financial Inc59,364$1.72M1.11%+3,63913F-HRTimeline
Ridgeline Wealth, LLC58,466$1.69M0.99%+3,10813F-HRTimeline
Cyndeo Wealth Partners, LLC58,182$1.69M0.08%+2,69313F-HRTimeline
Vantage Point Financial LLC58,064$1.68M0.51%+513F-HRTimeline
marrick wealth, LLC56,390$1.63M1.16%+4,52113F-HRTimeline
Abel Hall, LLC56,313$1.63M0.28%+3,47613F-HRTimeline
Steward Partners Investment Advisory, L…56,151$1.63M0.01%+8,57613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…54,279$1.57M0.22%+3,42113F-HRTimeline
McNamara Financial Services, Inc.54,011$1.56M0.27%+69913F-HRTimeline
Optimus Capital Advisors, LLC53,819$1.56M0.84%-1,38113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC53,440$1.55M<0.01%+8,45913F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…53,385$1.55M0.46%+10,78913F-HRTimeline
Geneos Wealth Management Inc.53,279$1.54M0.03%+1,47713F-HRTimeline
BEACON HILL WEALTH MANAGEMENT LTD.53,094$1.54M1.07%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC52,052$1.51M<0.01%+8,94613F-HRTimelineGroup
W.H. Cornerstone Investments Inc.49,531$1.43M0.81%-2,06613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC49,427$1.43M0.78%+5,29413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,817$1.41M0.03%+71213F-HRTimelineGroup
Three Arch Wealth Management LLC47,516$1.38M0.21%-11,84313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,402$1.37M<0.01%new13F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC47,322$1.37M0.52%+1,31413F-HRTimeline
Brand Asset Management Group, Inc.47,298$1.37M0.3%+9,78413F-HRTimeline
SUTTON PLACE INVESTORS LLC46,210$1.34M0.65%+3,38413F-HRTimeline
E-Wealth Partners, LLC45,960$1.33M0.96%+3,41613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,728$1.27M<0.01%+27,87313F-HRTimelineGroup
Bay Harbor Wealth Management, LLC41,878$1.21M0.28%+2,30113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,852$1.21M<0.01%-3,41813F-HRTimeline
WorthPointe, LLC41,372$1.2M0.3%-1,03113F-HRTimeline
Heritage Investment Group, Inc.40,973$1.19M0.16%-24913F-HRTimeline
Timonier Family Office, LTD.40,334$1.17M0.33%13F-HRTimeline
AA Financial Advisors, LLC40,003$1.16M0.14%-2,43413F-HRTimeline
Merit Financial Group, LLC38,416$1.11M0.01%-9813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,406$1.11M<0.01%-17913F-HRTimelineGroup
Abacus Planning Group, Inc.38,104$1.1M0.14%+8,80613F-HRTimeline
QUARRY HILL ADVISORS, LLC37,062$1.07M0.41%+2813F-HRTimeline
Acorn Wealth Advisors, LLC36,888$1.07M0.26%+3,56313F-HRTimeline
Modera Wealth Management, LLC36,532$1.06M0.01%-84513F-HRTimeline
Core Wealth Management, Inc.35,791$1.04M0.29%+66213F-HRTimeline
Canvas Wealth Advisors, LLC35,505$1.03M0.14%+27,66413F-HRTimeline
Cambridge Investment Research Advisors,…35,067$1.02M<0.01%+1,56713F-HR/ATimeline
Vise Technologies, Inc.35,003$1.01M0.01%+5,19413F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.34,274$993K0.3%-6,22413F-HRTimeline
Cypress Point Wealth Management, LLC34,028$986K0.2%-1,70613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.33,609$974K<0.01%-13,94313F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP33,343$966K0.01%+51813F-HRTimeline
BWM Planning, LLC32,339$937K0.22%+4,79713F-HRTimeline
Root Financial Partners, LLC31,523$913K0.04%-9,00313F-HRTimeline
Equita Financial Network, Inc.31,523$913K0.25%+2513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA30,471$883K0.15%+2,22513F-HRTimeline
Cogent Private Wealth, Inc.29,910$866K0.54%013F-HRTimeline