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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

250 managers (251 13F filers) reported a position in DFGR shares at 2025-03-31, 71,368,608 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
250
13F filers
251
New
21
Added
151
Reduced
60
Sold out
14
Shares held by filers
71,368,608

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …10,645$278K0.02%new13F-HRTimelineGroup
Rehmann Capital Advisory Group10,583$278K0.02%+40713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,831$277K0.01%013F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC10,439$274K<0.01%new13F-HRTimelineGroup
Five Oceans Advisors10,401$273K0.13%+113F-HRTimeline
Acorn Wealth Advisors, LLC10,216$268K0.11%+61613F-HRTimeline
Capstone Wealth Management, LLC10,154$267K0.27%+1,32713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,908$260K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC9,884$260K0.01%013F-HRTimeline
Copperleaf Capital, LLC9,763$256K0.15%+12313F-HRTimeline
VanderPol Investments L.L.C.9,428$248K0.52%new13F-HRTimeline
Grunden Financial Advisory, Inc.9,412$247K0.12%-1,72113F-HRTimeline
Millstone Evans Group, LLC8,828$232K0.16%+10113F-HRTimeline
NWAM LLC8,592$226K0.02%-1,00113F-HRTimeline
Vested Financial Planning, LLC8,484$223K0.22%-45913F-HRTimeline
Security Financial Services, INC.8,344$219K0.04%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8,286$212K0.07%013F-HRTimeline
IFG Advisors, LLC8,002$210K0.04%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,695$176K<0.01%-8,50013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6,664$175K<0.01%+1,34513F-HRTimelineGroup
IFP Advisors, Inc5,250$138K<0.01%+1,76713F-HRTimeline
MAI Capital Management5,237$138K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,052$133K<0.01%-1,74813F-HRTimelineGroup
FMR LLCin group FMR LLC2,352$61.8K<0.01%+57013F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…2,373$60.6K0.02%-74113F-HRTimeline
PRIVATE TRUST CO NA2,000$52.5K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,264$33.2K<0.01%-3,97313F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,152$30.3K<0.01%+3813F-HRTimelineGroup
Larson Financial Group LLC1,108$29.1K<0.01%-46313F-HRTimeline
Blume Capital Management, Inc.905$23.8K0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\893$23.4K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC834$21.9K<0.01%-14713F-HRTimeline
Parkside Financial Bank & Trust779$20.5K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/742$19.4K<0.01%+30513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/582$15.3K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners566$14.9K<0.01%+113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…503$13.2K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA449$12K<0.01%-30913F-HR/ATimelineGroup
Redwood Park Advisors LLC444$11.7K0.01%-4,43913F-HRTimeline
UBS Group AGin group UBS Group AG438$11.5K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC202$5.29K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL154$4.04K<0.01%-2013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC139$3.65K<0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC128$3.36K0.01%new13F-HRTimeline
COMERICA BANK123$3.23K<0.01%-613F-HRTimeline
Aptus Capital Advisors, LLC96$2.52K<0.01%013F-HRTimeline
AE Wealth Management LLC55$1.44K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.13K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…23$604<0.01%-20013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.