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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

278 managers (279 13F filers) reported a position in DFGR shares at 2025-09-30, 80,464,476 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
278
13F filers
279
New
31
Added
184
Reduced
47
Sold out
14
Shares held by filers
80,464,476

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Brookstone Capital Managementin group Brookstone Capital Management15,614$426K0.01%new13F-HRTimelineGroup
Abacus Planning Group, Inc.15,365$420K0.06%+71813F-HRTimeline
NWAM LLC15,099$418K0.02%+24113F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,948$408K<0.01%+6,28213F-HRTimelineGroup
Acorn Wealth Advisors, LLC14,866$406K0.13%+3,71213F-HRTimeline
Smartleaf Asset Management LLC14,556$395K0.02%-19713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.14,327$391K<0.01%+2,46813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC13,972$382K<0.01%+32213F-HRTimelineGroup
WorthPointe, LLC13,671$373K0.14%+3,92213F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,246$362K0.01%+83513F-HRTimeline
VanderPol Investments L.L.C.12,753$354K0.69%+2,86213F-HRTimeline
Live Oak Private Wealth LLC12,908$353K0.05%+4,40113F-HRTimeline
Two West Capital Advisors LLC12,680$352K0.21%+53113F-HRTimeline
Copperleaf Capital, LLC12,675$346K0.17%+1,90713F-HRTimeline
IFP Advisors, Inc12,516$342K0.01%+7,20613F-HR/ATimeline
Five Oceans Advisors12,491$341K0.13%+1,34213F-HRTimeline
MIdWestOne Financial Group, Inc.11,800$322K0.04%013F-HRTimeline
Investmark Advisory Group LLC11,771$321K0.14%+21213F-HRTimeline
Squire Investment Management Company, L…11,648$318K0.1%+17313F-HRTimeline
Cambridge Investment Research Advisors,…11,447$313K<0.01%+93813F-HRTimeline
Grunden Financial Advisory, Inc.11,196$306K0.12%+76513F-HRTimeline
HighTower Advisors, LLC10,857$297K<0.01%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,734$293K0.05%+7413F-HRTimeline
Simplicity Wealth,LLC10,682$292K0.02%-10,30813F-HRTimeline
Rehmann Capital Advisory Group10,672$291K0.02%+21613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,439$285K<0.01%013F-HRTimelineGroup
Vested Financial Planning, LLC9,876$270K0.22%+1,43013F-HRTimeline
MB Generational Wealth, LLC9,738$266K0.17%13F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC9,462$258K0.11%+1,13313F-HRTimeline
Essential Planning, LLC.9,369$256K0.09%new13F-HRTimeline
Invst, LLC8,969$245K0.03%+1,44413F-HRTimeline
Security Financial Services, INC.8,841$241K0.04%+32513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,671$237K<0.01%+1,64113F-HRTimelineGroup
Triad Wealth Partners, LLC8,622$235K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8,581$234K0.08%-41613F-HRTimeline
GTS SECURITIES LLC8,222$225K0.01%-2,25813F-HRTimeline
IFG Advisors, LLC8,167$223K0.04%+6313F-HRTimeline
HMV Wealth Advisors, LLC7,875$215K0.12%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,789$213K0.01%new13F-HRTimelineGroup
Vertex Planning Partners, LLC7,699$210K0.04%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,157$195K<0.01%+96613F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…6,052$165K0.06%+1,22213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY5,911$161K<0.01%-34113F-HR/ATimelineGroup
Washington Trust Advisors, Inc.5,590$153K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,930$135K<0.01%-12513F-HRTimelineGroup
Root Financial Partners, LLC3,712$101K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,517$96K<0.01%-59013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,723$74.4K<0.01%+2,28513F-HRTimelineGroup
MAI Capital Management2,621$71.6K<0.01%-2,61613F-HRTimeline
AE Wealth Management LLC2,101$57.4K<0.01%-8113F-HRTimeline
PRIVATE TRUST CO NA2,000$54.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,742$47.6K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,360$37.1K0.02%-2,03913F-HRTimeline
FMR LLCin group FMR LLC1,322$36.1K<0.01%+18113F-HRTimelineGroup
CNB Bank1,200$32.8K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,152$31.4K<0.01%+9513F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors993$27.1K<0.01%-4513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA940$26K<0.01%+17513F-HRTimelineGroup
HHM Wealth Advisors, LLC935$25.5K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.905$24.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.892$24.4K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC834$22.8K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust779$21.3K<0.01%013F-HRTimeline
Redwood Park Advisors LLC759$20.7K0.02%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…720$19.7K<0.01%new13F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners574$15.7K<0.01%+413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.556$15.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC491$13.4K<0.01%-32413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC204$5.58K<0.01%+113F-HR/ATimeline
Advisory Services Network, LLC189$5.17K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC173$4.72K<0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC128$3.5K<0.01%013F-HRTimeline
COMERICA BANK126$3.44K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC96$2.62K<0.01%013F-HRTimeline
Operose Advisors LLC51$1.39K<0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…45$1.23K<0.01%+2213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.17K<0.01%013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC31$847<0.01%-1,09513F-HRTimeline