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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

314 managers (315 13F filers) reported a position in DFGR shares at 2025-12-31, 92,364,633 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
314
13F filers
315
New
20
Added
198
Reduced
52
Sold out
11
Shares held by filers
92,364,633

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Private Advisor Group, LLC25,247$667K<0.01%-6,70013F-HRTimeline
Smartleaf Asset Management LLC24,276$646K0.02%+9,72013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA24,432$645K0.11%+2,15213F-HRTimeline
MB Generational Wealth, LLC24,338$643K0.34%+14,60013F-HRTimeline
Foundation Wealth Management, LLC\PA23,898$631K0.23%-4,18013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,728$627K<0.01%-4013F-HRTimelineGroup
Shearwater Capital LLC23,538$622K0.36%+1,98313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …22,040$591K0.03%+3,71013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC22,095$584K0.13%+3,31913F-HRTimeline
Seaside Wealth Management, Inc.21,569$570K0.16%-91913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,386$565K<0.01%+2,29113F-HRTimelineGroup
Aerodigm Wealth, LLC21,016$555K0.21%-89713F-HR/ATimeline
Kane Co Wealth Management, Inc.20,872$551K0.49%13F-HRTimeline
Foster Group, Inc.20,420$540K0.02%+1,71513F-HRTimeline
HEFFERNAN ADVISORY, INC20,130$532K0.51%13F-HRTimeline
McGrath & Associates, Inc.19,490$515K0.73%-3,23513F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC19,468$514K0.45%13F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,318$514K0.05%+1013F-HRTimeline
Steward Partners Investment Advisory, L…19,350$511K<0.01%+17,60813F-HRTimeline
Oath Planning, LLC19,298$510K0.5%13F-HRTimeline
Austin Private Wealth, LLC19,009$502K0.04%+81613F-HRTimeline
Ares Financial Consulting, LLC18,740$495K0.47%13F-HRTimeline
Capstone Wealth Management, LLC18,674$493K0.36%+1,41413F-HRTimeline
First Pacific Financial18,669$493K0.06%+25413F-HRTimeline
Abacus Planning Group, Inc.18,190$481K0.06%+2,82513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,073$477K<0.01%+12,16213F-HR/ATimelineGroup
VanderPol Investments L.L.C.17,763$469K0.9%+5,01013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…17,359$459K0.01%-2,89113F-HRTimelineGroup
NWAM LLC16,908$456K0.03%+1,80913F-HRTimeline
Five Oceans Advisors17,171$454K0.16%+4,68013F-HRTimeline
Leading Edge Financial Planning LLC16,763$443K0.1%+1,11313F-HRTimeline
Live Oak Private Wealth LLC14,282$377K0.05%+1,37413F-HRTimeline
First Command Advisory Services, Inc.14,170$374K<0.01%new13F-HRTimeline
Cetera Investment Advisers14,159$374K<0.01%-3,25813F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC13,757$363K0.11%-6,35513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,511$357K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC13,511$357K0.01%+26513F-HRTimeline
Hutchens & Kramer Investment Management…13,445$355K0.12%-10,64613F-HRTimeline
Essential Planning, LLC.13,439$355K0.11%+4,07013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC13,412$354K0.14%+3,95013F-HRTimeline
Two West Capital Advisors LLC13,196$349K0.2%+51613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,055$345K0.02%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12,896$341K<0.01%-1,07613F-HRTimelineGroup
IFP Advisors, Inc12,652$334K0.01%+13613F-HRTimeline
Approach Retirement Advisors, LLC12,527$331K0.29%13F-HRTimeline
Summit Financial, LLC12,040$318K<0.01%new13F-HRTimeline
Investmark Advisory Group LLC12,023$318K0.14%+25213F-HRTimeline
MIdWestOne Financial Group, Inc.11,800$312K0.03%013F-HRTimeline
Donalies Financial Planning, LLC11,562$305K0.26%13F-HRTimeline
Grunden Financial Advisory, Inc.11,535$305K0.12%+33913F-HRTimeline
Broadhurst Jeffrey B11,196$296K0.31%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,164$295K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC11,042$292K0.02%+36013F-HRTimeline
Triad Wealth Partners, LLC10,962$290K0.03%+2,34013F-HRTimeline
Rehmann Capital Advisory Group10,947$289K0.02%+27513F-HRTimeline
Invst, LLC10,862$287K0.03%+1,89313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,821$286K<0.01%+2,15013F-HRTimelineGroup
Squire Investment Management Company, L…10,629$281K0.08%-1,01913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC10,439$276K<0.01%013F-HRTimelineGroup
Vilga Financial Planning LLC9,728$257K0.25%13F-HRTimeline
Vested Financial Planning, LLC9,349$247K0.19%-52713F-HRTimeline
Wedmont Private Capital9,197$244K0.01%new13F-HRTimeline
Security Financial Services, INC.9,204$243K0.04%+36313F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,880$235K0.02%-1,85413F-HR/ATimeline
GTS SECURITIES LLC8,488$224K0.01%+26613F-HRTimeline
IFG Advisors, LLC8,305$219K0.04%+13813F-HRTimeline
Glass Jacobson Investment Advisors llc8,201$217K0.08%-38013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,921$209K0.2%13F-HRTimeline
HMV Wealth Advisors, LLC7,875$208K0.1%013F-HRTimeline
Brand Asset Management Group, Inc.7,661$202K0.06%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.6,002$159K0.02%13F-HRTimeline
Washington Trust Advisors, Inc.5,657$149K0.01%+6713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,179$110K<0.01%+66213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…4,053$107K<0.01%+3,33313F-HR/ATimelineGroup
PRIVATE TRUST CO NA3,000$79.3K0.01%+1,00013F-HRTimeline
Keating Financial Advisory Services, In…2,771$73.2K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,734$72.2K<0.01%+1,58213F-HRTimelineGroup
MAI Capital Management2,616$69.1K<0.01%-513F-HRTimeline
AE Wealth Management LLC2,259$59.7K<0.01%+15813F-HRTimeline
Redwood Park Advisors LLC1,889$49.9K0.03%+1,13013F-HRTimeline
Nalls Sherbakoff Group, LLC1,876$49.6K0.04%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,753$46.3K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC1,448$38.3K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,385$36.6K0.02%+2513F-HRTimeline
FMR LLCin group FMR LLC1,216$32.1K<0.01%-10613F-HRTimelineGroup
CNB Bank1,200$31.7K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors952$25.2K<0.01%-4113F-HRTimelineGroup
HHM Wealth Advisors, LLC935$24.7K<0.01%013F-HRTimeline
Blume Capital Management, Inc.905$23.9K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC834$22K<0.01%013F-HRTimeline
Planning Project LLC783$20.7K0.01%13F-HRTimeline
Parkside Financial Bank & Trust779$20.6K<0.01%013F-HRTimeline
Larson Financial Group LLC755$19.9K<0.01%+26413F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners588$15.5K<0.01%+1413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA503$13K<0.01%-43713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP378$9.99K<0.01%new13F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC299$7.9K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG282$7.45K<0.01%-2,44113F-HRTimelineGroup
Strive Financial Group ,LLC252$6.66K<0.01%13F-HR/ATimeline
Strategic Wealth Partners, Ltd.215$5.67K<0.01%-67713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC209$5.53K<0.01%+513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC173$4.57K<0.01%013F-HRTimeline
COMERICA BANK133$3.51K<0.01%+713F-HRTimeline
REDMONT WEALTH ADVISORS LLC128$3.38K0.01%013F-HRTimeline
Quent Capital, LLC99$2.62K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC96$2.54K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…63$1.66K<0.01%+1813F-HRTimeline
Mowery & Schoenfeld Wealth Management, …56$1.48K<0.01%new13F-HRTimeline
Operose Advisors LLC51$1.35K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.14K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.46$1K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC20$528<0.01%-1113F-HRTimeline
Key Capital Management, INC12$317<0.01%13F-HRTimeline
CoreCap Advisors, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.