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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

243 managers (244 13F filers) reported a position in DFGR shares at 2024-12-31, 65,709,481 shares in all. 31 filers opened a position and 8 filers sold out during the quarter.

Managers
243
13F filers
244
New
31
Added
148
Reduced
31
Sold out
8
Shares held by filers
65,709,481

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Copperleaf Capital, LLC9,640$246K0.16%+1,04113F-HRTimeline
Acorn Wealth Advisors, LLC9,600$245K0.1%new13F-HRTimeline
NWAM LLC9,593$245K0.02%+20713F-HRTimeline
Vested Financial Planning, LLC8,943$228K0.22%13F-HRTimeline
Capstone Wealth Management, LLC8,827$225K0.22%13F-HRTimeline
Millstone Evans Group, LLC8,727$223K0.15%13F-HRTimeline
Abacus Planning Group, Inc.8,691$222K0.04%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8,286$212K0.07%+34313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Pacific Financial7,825$200K0.05%-20813F-HRTimeline
CWM, LLCin group CWM, LLC6,800$174K<0.01%-2,99313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC5,319$136K<0.01%+3,00913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,237$134K<0.01%+4,63813F-HRTimelineGroup
MAI Capital Management5,237$134K<0.01%new13F-HRTimeline
Redwood Park Advisors LLC4,883$125K0.11%13F-HRTimeline
IFP Advisors, Inc3,483$89K<0.01%+32513F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…3,114$79.5K0.03%+69013F-HRTimeline
Steward Partners Investment Advisory, L…2,125$54.3K<0.01%+80013F-HRTimeline
PRIVATE TRUST CO NA2,000$51.1K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1,782$45.5K<0.01%+98513F-HRTimelineGroup
Larson Financial Group LLC1,571$40.1K<0.01%-23013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,426$36K<0.01%new13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,114$28.5K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC981$25.1K<0.01%+5413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\893$22.8K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA758$19K<0.01%+5013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…715$18.3K<0.01%new13F-HRTimelineGroup
Promus Capital, LLC633$16.2K0.01%13F-HR/ATimeline
Concord Wealth Partnersin group Concord Wealth Partners565$14.4K<0.01%+1113F-HRTimelineGroup
UBS Group AGin group UBS Group AG438$11.2K<0.01%-1,17813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/437$11.2K<0.01%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…223$5.7K<0.01%+113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources208$5.31K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC201$5.14K<0.01%+413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.188$5K<0.01%+15213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TD Waterhouse Canada Inc.193$4.55K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC177$4.52K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL174$4.45K<0.01%+2313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$3.55K<0.01%013F-HRTimeline
COMERICA BANK129$3.29K<0.01%+1313F-HR/ATimeline
Aptus Capital Advisors, LLC96$2.45K<0.01%-52113F-HRTimeline
AE Wealth Management LLC55$1.41K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.1K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.