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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

263 managers (264 13F filers) reported a position in DFGR shares at 2025-06-30, 76,158,479 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
263
13F filers
264
New
20
Added
161
Reduced
65
Sold out
6
Shares held by filers
76,158,479

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ASSETMARK, INCin group ASSETMARK, INC13,650$366K<0.01%-1,88713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/12,708$341K<0.01%new13F-HRTimelineGroup
KRAFT ASSET MANAGEMENT, LLC12,489$335K0.31%-9,48413F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,411$333K0.01%+2,52713F-HRTimeline
Two West Capital Advisors LLC12,149$331K0.22%-23113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,231$328K<0.01%new13F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,859$318K<0.01%-3,20013F-HRTimelineGroup
MIdWestOne Financial Group, Inc.11,800$317K0.04%new13F-HRTimeline
Investmark Advisory Group LLC11,559$310K0.15%-1,99413F-HRTimeline
Squire Investment Management Company, L…11,475$308K0.11%+84713F-HRTimeline
Acorn Wealth Advisors, LLC11,154$299K0.11%+93813F-HRTimeline
Five Oceans Advisors11,149$299K0.13%+74813F-HRTimeline
Copperleaf Capital, LLC10,768$289K0.15%+1,00513F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,660$286K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…10,509$282K<0.01%new13F-HRTimeline
GTS SECURITIES LLC10,480$281K0.01%new13F-HRTimeline
Rehmann Capital Advisory Group10,456$281K0.02%-12713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,439$280K<0.01%013F-HRTimelineGroup
Grunden Financial Advisory, Inc.10,431$280K0.12%+1,01913F-HRTimeline
VanderPol Investments L.L.C.9,891$265K0.56%+46313F-HRTimeline
WorthPointe, LLC9,749$262K0.11%-11,62613F-HRTimeline
Glass Jacobson Investment Advisors llc8,997$241K0.09%+71113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,666$232K<0.01%-28,27713F-HRTimelineGroup
Security Financial Services, INC.8,516$228K0.04%+17213F-HRTimeline
Live Oak Private Wealth LLC8,507$228K0.03%new13F-HRTimeline
Vested Financial Planning, LLC8,446$227K0.2%-3813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC8,329$223K0.1%new13F-HRTimeline
IFG Advisors, LLC8,104$217K0.04%+10213F-HRTimeline
Invst, LLC7,525$202K0.03%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,030$189K<0.01%+36613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,252$168K<0.01%-44313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,191$166K<0.01%-4,64013F-HRTimelineGroup
IFP Advisors, Inc5,310$142K<0.01%+6013F-HRTimeline
MAI Capital Management5,237$141K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC5,055$136K<0.01%+313F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,830$130K0.05%+2,45713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,107$110K<0.01%+2,84313F-HRTimelineGroup
Millstone Evans Group, LLC3,399$91.2K0.06%-5,42913F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,407$64.6K0.01%new13F-HRTimeline
AE Wealth Management LLC2,182$58.5K<0.01%+2,12713F-HRTimeline
PRIVATE TRUST CO NA2,000$53.7K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,141$30.6K<0.01%-1,21113F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC1,126$30.2K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,057$28.5K<0.01%+31513F-HR/ATimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors1,038$27.9K<0.01%-11413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP999$26.7K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.905$24.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC834$22.4K<0.01%013F-HRTimeline
Larson Financial Group LLC815$21.9K<0.01%-29313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA765$21K<0.01%+31613F-HR/ATimelineGroup
Parkside Financial Bank & Trust779$20.9K<0.01%013F-HRTimeline
Redwood Park Advisors LLC759$20.4K0.02%+31513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners570$15.3K<0.01%+413F-HRTimelineGroup
UBS Group AGin group UBS Group AG438$11.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/389$10.4K<0.01%-19313F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC203$5.44K<0.01%+113F-HRTimeline
Ridgewood Investments LLC138$3.7K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC128$3.43K0.01%013F-HRTimeline
COMERICA BANK126$3.38K<0.01%+313F-HRTimeline
Aptus Capital Advisors, LLC96$2.58K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.15K<0.01%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…23$617<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.