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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

316 managers (318 13F filers) reported a position in DFGR shares at 2026-03-31, 100,332,520 shares in all. 28 filers opened a position and 17 filers sold out during the quarter.

Managers
316
13F filers
318
New
28
Added
205
Reduced
65
Sold out
17
Shares held by filers
100,332,520

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, …25,415$721K0.01%+3,37513F-HRTimelineGroup
Ares Financial Consulting, LLC25,866$692K0.54%+7,12613F-HRTimeline
Private Advisor Group, LLC25,610$681K<0.01%+36313F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC25,179$669K0.25%-38513F-HRTimeline
Shearwater Capital LLC24,815$660K0.35%+1,27713F-HRTimeline
MB Generational Wealth, LLC24,744$658K0.36%+40613F-HRTimeline
Abacus Wealth Partners, LLC24,581$653K0.06%-2,72413F-HRTimeline
Foster Group, Inc.24,103$641K0.02%+3,68313F-HRTimeline
Smartleaf Asset Management LLC23,904$625K0.02%-37213F-HRTimeline
Leading Edge Financial Planning LLC23,392$622K0.13%+6,62913F-HRTimeline
Kane Co Wealth Management, Inc.23,248$618K0.52%+2,37613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC22,333$594K0.13%+23813F-HRTimeline
First Pacific Financial22,237$591K0.08%+3,56813F-HRTimeline
TANDEMGROWTH FINANCIAL ADVISORS LLC22,212$590K0.56%+2,74413F-HRTimeline
HEFFERNAN ADVISORY, INC21,944$583K0.54%+1,81413F-HRTimeline
Seaside Wealth Management, Inc.21,582$574K0.16%+1313F-HRTimeline
Capstone Wealth Management, LLC21,559$573K0.4%+2,88513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,535$569K<0.01%+14913F-HRTimelineGroup
Oath Planning, LLC21,197$563K0.5%+1,89913F-HRTimeline
Aerodigm Wealth, LLC20,977$558K0.21%-3913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,375$542K<0.01%-3,35313F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,326$541K0.05%+813F-HRTimeline
Live Oak Private Wealth LLC19,257$512K0.07%+4,97513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,975$504K0.01%+1,61613F-HRTimelineGroup
Foundation Wealth Management, LLC\PA17,533$466K0.16%-6,36513F-HRTimeline
Five Oceans Advisors17,091$454K0.16%-8013F-HRTimeline
Essential Planning, LLC.16,639$442K0.14%+3,20013F-HRTimeline
Navigate Wealth Management, LLC14,909$425K0.3%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,865$422K<0.01%-2,20813F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC15,855$421K<0.01%+5,03413F-HRTimelineGroup
NWAM LLC14,652$389K0.02%-2,25613F-HRTimeline
Two West Capital Advisors LLC13,387$380K0.2%+19113F-HRTimeline
SIGNATUREFD, LLC13,834$368K0.01%+12,38613F-HRTimeline
McGrath & Associates, Inc.13,828$368K0.54%-5,66213F-HRTimeline
Cetera Investment Advisers13,723$365K<0.01%-43613F-HRTimeline
IFP Advisors, Inc13,531$360K0.01%+87913F-HRTimeline
Hutchens & Kramer Investment Management…13,328$354K0.11%-11713F-HRTimeline
Mills Wealth Advisors LLC13,290$353K0.12%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,038$347K0.01%-47313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,977$345K0.02%-7813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC12,679$337K<0.01%-21713F-HRTimelineGroup
Approach Retirement Advisors, LLC12,639$336K0.28%+11213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC12,594$335K0.04%-47,32013F-HRTimeline
Triad Wealth Partners, LLC12,526$333K0.03%+1,56413F-HRTimeline
Wealth Enhancement Trust Services, Inc.12,495$332K0.04%+6,49313F-HRTimeline
Broadhurst Jeffrey B12,335$328K0.34%+1,13913F-HRTimeline
Investmark Advisory Group LLC12,219$325K0.14%+19613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,000$319K0.01%new13F-HRTimelineGroup
CHOREO, LLC11,947$318K<0.01%new13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,915$317K<0.01%new13F-HRTimelineGroup
Donalies Financial Planning, LLC11,820$314K0.27%+25813F-HRTimeline
Simplicity Wealth,LLC11,716$311K0.02%+67413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC11,704$311K0.09%-2,05313F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC11,601$308K0.12%-1,81113F-HRTimeline
Invst, LLC11,483$305K0.03%+62113F-HRTimeline
Wedmont Private Capital10,759$298K0.01%+1,56213F-HRTimeline
Summit Financial, LLC11,127$296K<0.01%-91313F-HRTimeline
Rehmann Capital Advisory Group10,834$288K0.01%-11313F-HRTimeline
HRT FINANCIAL LP10,766$286K<0.01%new13F-HRTimeline
Squire Investment Management Company, L…10,688$284K0.08%+5913F-HRTimeline
Vested Financial Planning, LLC10,324$274K0.21%+97513F-HRTimeline
Security Financial Services, INC.10,299$274K0.04%+1,09513F-HRTimeline
Vilga Financial Planning LLC9,728$259K0.23%013F-HRTimeline
Larry Mathis Financial Planning, LLC9,429$251K0.22%new13F-HRTimeline
Selective Wealth Management, Inc.8,636$245K0.07%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC8,880$236K0.02%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,500$226K0.02%new13F-HRTimeline
IFG Advisors, LLC8,306$221K0.04%+113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,253$219K0.01%new13F-HRTimelineGroup
HMV Wealth Advisors, LLC8,100$215K0.1%+22513F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …7,921$211K0.19%013F-HRTimeline
Canvas Wealth Advisors, LLC7,841$208K0.04%new13F-HRTimeline
Xcelsior Advisor Partners LLC7,734$206K0.08%new13F-HRTimeline
Glass Jacobson Investment Advisors llc7,433$198K0.07%-76813F-HRTimeline
Washington Trust Advisors, Inc.6,320$168K0.01%+66313F-HRTimeline
Keating Financial Advisory Services, In…5,921$157K0.03%+3,15013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,804$128K<0.01%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC4,747$126K0.08%+4,44813F-HRTimeline
3 FACTOR INDEXING, LLC4,662$124K0.12%13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,059$108K<0.01%-12013F-HR/ATimelineGroup
Advisory Services Network, LLC3,819$102K<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC3,454$91.8K0.05%new13F-HRTimeline
PRIVATE TRUST CO NA3,000$84.9K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,734$73.7K<0.01%013F-HRTimelineGroup
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,699$71.7K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.2,462$65.4K0.05%new13F-HRTimeline
AE Wealth Management LLC2,461$65.4K<0.01%+20213F-HRTimeline
FMR LLCin group FMR LLC1,982$52.7K<0.01%+76613F-HRTimelineGroup
Redwood Park Advisors LLC1,893$50.3K0.04%+413F-HRTimeline
Nalls Sherbakoff Group, LLC1,876$49.9K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,423$37.8K<0.01%-33013F-HRTimelineGroup
Millstone Evans Group, LLC1,387$36.9K0.02%+213F-HRTimeline
CNB Bank1,200$31.9K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,149$30.5K<0.01%+19713F-HRTimelineGroup
HHM Wealth Advisors, LLC935$24.9K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC908$24.1K<0.01%new13F-HRTimelineGroup
Topsail Wealth Management, LLC908$24.1K<0.01%new13F-HRTimeline
Blume Capital Management, Inc.905$24.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA898$24K<0.01%+39513F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC834$22.2K<0.01%013F-HRTimeline
IFG Advisory, LLC808$21.5K0.06%new13F-HRTimeline
Parkside Financial Bank & Trust779$20.7K<0.01%013F-HRTimeline
Larson Financial Group LLC750$19.9K<0.01%-513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC634$16.9K<0.01%+46113F-HRTimeline
Strategic Investment Solutions, Inc. /IL606$16.1K<0.01%new13F-HRTimeline
Operose Advisors LLC587$15.6K<0.01%+53613F-HRTimeline
Atomic Invest LLC572$14.9K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…528$14K<0.01%-3,52513F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…280$7.44K<0.01%new13F-HRTimelineGroup
Strive Financial Group ,LLC252$7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC263$6.99K<0.01%+26313F-HRTimeline
Strategic Wealth Partners, Ltd.215$5.71K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC210$5.59K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC128$3.4K<0.01%+3213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.43$1.14K<0.01%013F-HRTimelineGroup
Key Capital Management, INC10$266<0.01%-213F-HRTimeline