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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
Mariner, LLCin group Mariner, LLC29,645$859K<0.01%+1,74813F-HRTimelineGroup
Live Oak Private Wealth LLC29,627$858K0.11%+10,37013F-HRTimeline
Signal Advisors Wealth, LLC28,484$825K0.04%+10113F-HRTimeline
Shearwater Capital LLC27,845$807K0.39%+3,03013F-HRTimeline
Ares Financial Consulting, LLC27,805$806K0.58%+1,93913F-HRTimeline
Foster Group, Inc.27,109$785K0.02%+3,00613F-HRTimeline
Private Advisor Group, LLC26,413$765K<0.01%+80313F-HRTimeline
MB Generational Wealth, LLC25,552$740K0.36%+80813F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC25,277$732K0.24%+9813F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC24,368$706K0.58%+2,15613F-HRTimeline
Leading Edge Financial Planning LLC24,367$706K0.13%+97513F-HRTimeline
Smartleaf Asset Management LLC23,904$703K0.02%013F-HRTimeline
Kane Co Wealth Management, Inc.23,807$690K0.52%+55913F-HRTimeline
Capstone Wealth Management, LLC23,062$668K0.31%+1,50313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC22,863$662K0.14%+53013F-HRTimeline
HEFFERNAN ADVISORY, INC22,681$657K0.55%+73713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,626$655K<0.01%+2,25113F-HRTimelineGroup
First Pacific Financial22,105$640K0.08%-13213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,958$636K<0.01%+42313F-HRTimelineGroup
Seaside Wealth Management, Inc.21,732$630K0.16%+15013F-HRTimeline
KM Capital Management Ltd.21,693$628K0.3%-3,85313F-HRTimeline
Oath Planning, LLC21,610$626K0.46%+41313F-HRTimeline
Essential Planning, LLC.21,058$610K0.17%+4,41913F-HRTimeline
Abacus Wealth Partners, LLC20,933$607K0.06%-3,64813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.20,770$602K0.01%+1,79513F-HRTimeline
Aerodigm Wealth, LLC20,736$601K0.2%-24113F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,412$562K0.04%+8613F-HRTimeline
Tactive Advisors, LLC18,097$524K0.13%-40,91813F-HRTimeline
Mission Hills Financial Advisory, LLC17,853$517K0.23%new13F-HRTimeline
Foundation Wealth Management, LLC\PA17,533$508K0.15%013F-HRTimeline
Simplicity Wealth,LLC17,440$505K0.02%+5,72413F-HRTimeline
NWAM LLC16,757$485K0.02%+2,10513F-HRTimeline
Five Oceans Advisors16,648$482K0.16%-44313F-HRTimeline
Triad Wealth Partners, LLC16,030$477K0.03%+3,50413F-HRTimeline
SIGNATUREFD, LLC16,263$471K0.01%+2,42913F-HRTimeline
Selective Wealth Management, Inc.15,186$455K0.12%+6,55013F-HRTimeline
Navigate Wealth Management, LLC14,909$446K0.28%013F-HRTimeline
Two West Capital Advisors LLC14,160$422K0.21%+77313F-HRTimeline
Mills Wealth Advisors LLC14,384$417K0.13%+1,09413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,323$415K<0.01%+2,40813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,804$400K<0.01%+9,74513F-HRTimelineGroup
Investmark Advisory Group LLC13,734$398K0.15%+1,51513F-HRTimeline
Cetera Investment Advisers13,723$398K<0.01%013F-HRTimeline
Invst, LLC13,582$393K0.04%+2,09913F-HRTimeline
Wolfstich Capital, LLC13,388$393K0.3%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13,438$389K<0.01%+75913F-HRTimelineGroup
IFP Advisors, Inc13,396$388K0.01%-13513F-HRTimeline
Hutchens & Kramer Investment Management…13,316$386K0.1%-1213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,002$377K<0.01%-2,86313F-HRTimelineGroup
Approach Retirement Advisors, LLC12,994$376K0.27%+35513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,977$376K0.02%013F-HRTimelineGroup
GTS SECURITIES LLC12,786$370K0.01%new13F-HRTimeline
Larry Mathis Financial Planning, LLC12,695$368K0.28%+3,26613F-HR/ATimeline
McGrath & Associates, Inc.12,580$364K0.47%-1,24813F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,495$362K0.04%013F-HR/ATimeline
KFG WEALTH MANAGEMENT, LLC12,456$361K0.04%-13813F-HRTimeline
Donalies Financial Planning, LLC12,188$353K0.26%+36813F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,000$348K0.01%013F-HRTimelineGroup
CHOREO, LLC11,996$348K<0.01%+4913F-HRTimeline
Squire Investment Management Company, L…11,894$345K0.08%+1,20613F-HRTimeline
Global Financial Private Client, LLC11,699$339K0.09%new13F-HRTimeline
Summit Financial, LLC11,174$324K<0.01%+4713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC11,026$319K0.12%-57513F-HRTimeline
Rehmann Capital Advisory Group10,843$314K0.01%+913F-HRTimeline
BIP Wealth, LLC10,777$312K0.01%new13F-HRTimeline
Ponta Wealth Partners, LLC10,684$310K0.17%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC10,583$307K0.08%-1,12113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,531$305K<0.01%new13F-HRTimelineGroup
Security Financial Services, INC.10,174$295K0.04%-12513F-HRTimeline
Vested Financial Planning, LLC10,102$293K0.2%-22213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,813$284K0.01%+1,56013F-HRTimelineGroup
Vilga Financial Planning LLC9,728$282K0.21%013F-HRTimeline
Wedmont Private Capital9,585$280K0.01%-1,17413F-HRTimeline
HMV Wealth Advisors, LLC8,975$260K0.1%+87513F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,880$257K0.02%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,500$246K0.01%013F-HRTimeline
IFG Advisors, LLC8,306$241K0.03%013F-HRTimeline
HRT FINANCIAL LP8,055$233K<0.01%-2,71113F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,922$229K0.18%+113F-HRTimeline
Xcelsior Advisor Partners LLC7,736$224K0.03%+213F-HRTimeline
Glass Jacobson Investment Advisors llc7,636$221K0.07%+20313F-HRTimeline
Arkadios Wealth Advisors7,487$217K<0.01%new13F-HRTimeline
DEMMING FINANCIAL SERVICES CORP /ADV7,446$216K0.14%new13F-HRTimeline
Mayflower Financial Advisors, LLC7,324$212K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC7,266$211K<0.01%new13F-HRTimeline
Tillman Hartley LLC6,976$202K0.05%new13F-HRTimeline
Washington Trust Advisors, Inc.6,611$192K0.01%+29113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,130$178K<0.01%+5,23213F-HRTimelineGroup
Keating Financial Advisory Services, In…5,957$173K0.02%+3613F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,963$144K0.08%+21613F-HRTimeline
Ashton Thomas Private Wealth, LLC4,699$136K<0.01%-10513F-HRTimeline
3 FACTOR INDEXING, LLC4,662$135K0.11%013F-HRTimeline
AE Wealth Management LLC4,190$121K<0.01%+1,72913F-HRTimeline
Rachor Investment Advisory Services, LLC4,077$118K0.06%+62313F-HRTimeline
FMR LLCin group FMR LLC3,653$106K<0.01%+1,67113F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC3,368$97.6K<0.01%+66913F-HRTimelineGroup
PRIVATE TRUST CO NA3,000$86.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,734$79.9K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.2,462$71.3K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,221$64.3K0.05%+34513F-HRTimeline
Quarry LP1,961$56.8K0.01%new13F-HRTimeline
Redwood Park Advisors LLC1,899$55K0.04%+613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,689$49K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd1,523$44.1K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,419$41.1K<0.01%-413F-HRTimelineGroup
Millstone Evans Group, LLC1,401$40.6K0.02%+1413F-HRTimeline
CNB Bank1,200$34.8K0.01%013F-HRTimeline
Topsail Wealth Management, LLC1,164$33.7K<0.01%+25613F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,091$31.6K<0.01%-5813F-HRTimelineGroup
Larson Financial Group LLC1,076$31.2K<0.01%+32613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…998$28.9K<0.01%+47013F-HRTimelineGroup
RHL GROUP, LLC916$26.6K0.02%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC908$26.3K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.905$26.2K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC834$24.2K<0.01%013F-HRTimeline
IFG Advisory, LLC808$23.4K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.645$19K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERMAY WEALTH MANAGEMENT LLC621$18K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners593$17.2K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC575$16.7K<0.01%-5913F-HRTimeline
Strategic Investment Solutions, Inc. /IL349$10.1K<0.01%-25713F-HRTimeline
BARRETT & COMPANY, INC.279$8.08K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC263$7.62K<0.01%013F-HRTimeline
Strive Financial Group ,LLC252$7.3K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.223$6.45K<0.01%+813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC211$6.12K<0.01%+113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS184$5.33K<0.01%new13F-HRTimeline
HOWE & RUSLING INC167$4.84K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC128$3.71K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.25K<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.29$840<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26$753<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC19$550<0.01%new13F-HRTimeline
Key Capital Management, INC14$406<0.01%+413F-HRTimeline