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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

243 managers (244 13F filers) reported a position in DFGR shares at 2024-12-31, 65,709,481 shares in all. 31 filers opened a position and 8 filers sold out during the quarter.

Managers
243
13F filers
244
New
31
Added
148
Reduced
31
Sold out
8
Shares held by filers
65,709,481

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Forum Financial Management, LPin group Forum Financial Management, LP14,010,051$358M5.93%-52,20913F-HR/ATimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,557,152$116M0.92%+838,83613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding4,132,219$106M+569,387Timeline
JMG Financial Group, Ltd.3,993,536$102M3.48%+523,24413F-HRTimeline
Wealthspire Advisors, LLC2,404,967$61.4M0.61%+233,40413F-HRTimeline
BRIGHTON JONES LLC1,997,000$51M1.47%+246,42913F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,786,962$45.6M0.08%-260,78713F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.1,608,159$41.1M5.2%+62,98613F-HRTimeline
TCI Wealth Advisors, Inc.1,338,925$34.2M2.86%+187,94013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,109,388$28.3M0.05%+595,30013F-HRTimelineGroup
Wescott Financial Advisory Group, LLC970,495$24.8M2.57%+9,28613F-HRTimeline
Quantum Financial Advisors, LLC831,767$21.2M3.24%+6,15013F-HRTimeline
RS CRUM INC.810,861$20.7M5.11%+31,48313F-HRTimeline
Verisail Partners, LLC799,577$20.4M9.56%13F-HRTimeline
LPL Financial LLC765,824$19.6M0.01%+105,94313F-HRTimeline
Summit Financial Strategies, Inc.741,406$18.9M2.09%+50,71213F-HRTimeline
Index Fund Advisors, Inc.718,636$18.4M0.99%+28,92913F-HRTimeline
OneDigital Investment Advisors LLC715,248$18.3M0.21%+44,93513F-HRTimeline
WPWealth LLP706,910$18.1M3.69%+38,63013F-HRTimeline
Great Waters Wealth Management685,086$17.5M2.25%+109,57313F-HRTimeline
Arax Advisory Partners602,258$15.4M0.97%+20,25213F-HRTimeline
Creative Capital Management Investments…594,262$15.2M6.35%+19,91113F-HRTimeline
Rather & Kittrell, Inc.549,552$14M3.3%+94,97313F-HRTimeline
Integris Wealth Management, LLC518,331$13.2M3.73%+16,36413F-HRTimeline
Planning Center, Inc.493,602$12.6M1.6%+4,08013F-HRTimeline
Total Wealth Planning, LLC483,747$12.4M1.92%+58,59913F-HRTimeline
Syverson Strege & Co479,289$12.2M4.08%+16,38213F-HRTimeline
Private Wealth Management Group, LLC463,950$11.8M4.54%+17,06513F-HRTimeline
Jentner Corp429,406$11M3.19%+70,48013F-HRTimeline
Elser Financial Planning, Inc421,777$10.8M0.79%new13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC392,259$10M6.62%13F-HRTimeline
Willow Creek Wealth Management Inc.377,774$9.65M0.98%+64,47213F-HRTimeline
Level Financial Advisors374,441$9.56M3.51%+50,40413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska359,931$9.19M1.5%13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC337,468$8.62M0.01%+10,38713F-HRTimeline
Sprinkle Financial Consultants LLC337,035$8.61M5.86%+30,10013F-HRTimeline
Geometric Wealth Advisors328,492$8.39M1.53%+14,01113F-HRTimeline
Financial Engines Advisors L.L.C.317,041$8.1M0.02%+102,34813F-HRTimeline
New Capital Management LP306,745$7.83M2.29%+2,04313F-HRTimeline
Evanson Asset Management, LLC303,308$7.75M0.53%+41,67013F-HRTimeline
Apella Capital, LLC288,548$7.37M0.28%-22,70413F-HRTimeline
Peirce Capital Management, LLC274,811$7.02M3.6%-15,13913F-HRTimeline
Corrigan Financial, Inc.273,375$6.98M1.6%+22,28913F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.247,546$6.32M3.38%13F-HRTimeline
American Investment Services, Inc.237,329$6.06M1.07%+27,78613F-HR/ATimeline
North Ridge Wealth Advisors, Inc.222,047$5.67M3.93%+35,52913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC221,901$5.67M0.03%-3,30413F-HRTimelineGroup
LAM GROUP, INC.217,880$5.56M3.97%+65,36513F-HRTimeline
GeoWealth Management, LLC206,766$5.28M0.17%+201,97113F-HRTimeline
Rappaport Reiches Capital Management, L…205,343$5.24M1.35%+17,99313F-HRTimeline
REAP Financial Group, LLC204,949$5.23M1.3%-55413F-HRTimeline
Vestmark Advisory Solutions, Inc.204,071$5.21M0.18%+29,70313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…201,429$5.14M0.01%-4,15913F-HR/ATimeline
Tilson Financial Group, Inc.200,050$5.11M2.09%+13,42813F-HRTimeline
Parkshore Wealth Management, Inc.197,261$5.04M3.03%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC195,427$4.99M<0.01%+16,87013F-HRTimelineGroup
XY Planning Network, Inc.193,557$4.94M3.71%13F-HRTimeline
SJS Investment Consulting Inc.192,397$4.91M0.85%+11,63013F-HRTimeline
Wealth Architects, LLC189,291$4.83M0.55%+10,26313F-HRTimeline
Bison Wealth, LLC185,268$4.73M0.58%13F-HRTimeline
Beacon Pointe Advisors, LLC177,331$4.53M0.05%+7,18813F-HRTimeline
RFG Advisory, LLC175,995$4.49M0.13%+9,70813F-HRTimeline
AdvisorNet Financial, Inc174,595$4.46M0.37%+7,61113F-HRTimeline
Sterling Financial Planning, Inc.173,385$4.43M1.63%+7,47413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC168,164$4.29M0.62%-14,00513F-HRTimeline
Shotwell Rutter Baer Inc165,224$4.09M3.44%+3,53013F-HRTimeline
LRI Investments, LLC159,330$4.07M0.39%+16,37213F-HRTimeline
Burk Holdings LLC156,094$3.99M3.22%13F-HRTimeline
NewEdge Advisors, LLC154,906$3.96M0.02%+3,99113F-HRTimeline
Vawter Financial, Ltd.149,448$3.82M2.29%+20,29413F-HRTimeline
McMill Wealth Management140,472$3.59M1.45%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,697$3.49M<0.01%+12,74513F-HRTimelineGroup
Clarity Wealth Development LLC131,025$3.39M3.68%13F-HRTimeline
Waypoint Wealth Partners Inc.132,402$3.38M0.92%-1,00313F-HRTimeline
Ruedi Wealth Management, Inc.127,550$3.26M1.03%+27,59913F-HRTimeline
Cherry Tree Wealth Management, LLC124,790$3.19M0.79%+4,33813F-HRTimeline
JDH Wealth Management, LLC123,233$3.15M2.76%13F-HRTimeline
AWM CAPITAL, LLC122,761$3.14M0.38%+67,44613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV116,604$2.98M0.01%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC115,095$2.94M1.67%+16,27113F-HRTimeline
Yardley Wealth Management LLC110,800$2.89M1.4%+18,38913F-HRTimeline
Forum Private Client Group LLC112,057$2.86M1.27%+26,54213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111,990$2.86M0.09%new13F-HRTimelineGroup
Burton Enright Welch108,753$2.78M0.58%+77913F-HRTimeline
FISCHER INVESTMENT STRATEGIES, LLC106,498$2.72M2.16%-144,45213F-HRTimeline
von Borstel & Associates, Inc.106,301$2.71M1.06%+40,00413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS103,400$2.64M0.01%+13,47113F-HRTimeline
Chicago Partners Investment Group LLC104,393$2.64M0.09%-14013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …100,207$2.56M0.21%+40,21913F-HR/ATimeline
Colorado Capital Management, Inc.94,043$2.4M1.16%+29,36913F-HRTimeline
Cypress Point Wealth Management, LLC93,838$2.4M0.75%+34,32513F-HRTimeline
Sterling Wealth Management, Inc.93,732$2.39M0.88%+2,70813F-HRTimeline
Essential Planning, LLC.85,080$2.32M0.02%new13F-HRTimeline
Balanced Rock Investment Advisors LLC88,836$2.27M1.8%new13F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.87,531$2.24M0.91%+10,31813F-HRTimeline
Krilogy Financial LLC87,333$2.23M0.15%+5,76713F-HRTimeline
Betterment LLC82,071$2.1M<0.01%+11,95813F-HRTimeline
Longview Financial Advisors LLC80,980$2.07M1.39%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.79,628$2.03M<0.01%+6,58613F-HR/ATimelineGroup
Porter White Investment Advisors, Inc.79,110$2.02M1.02%+3,10313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC73,998$1.89M0.4%+15,19513F-HRTimeline
OLD MISSION CAPITAL LLC73,821$1.89M0.04%new13F-HRTimeline
SAGE RHINO CAPITAL LLC72,353$1.85M0.4%+16,80213F-HRTimeline
D.A. DAVIDSON & CO.69,712$1.78M0.01%-56413F-HRTimeline
Meritas Wealth Management, LLC66,382$1.7M1.02%+1,69513F-HRTimeline
Avant Financial Advisors LLC66,363$1.69M1.56%13F-HRTimeline
MML INVESTORS SERVICES, LLC63,429$1.62M0.01%+5,68713F-HRTimeline
RETIREMENT GUYS FORMULA LLC62,700$1.6M0.81%-10,26513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC62,420$1.59M1.19%+1,62313F-HRTimeline
Timonier Family Office, LTD.61,625$1.57M0.81%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Rockwood Wealth Management, LLC60,540$1.54M0.17%new13F-HRTimeline
Aegis Wealth Management LLC59,996$1.53M1.04%13F-HRTimeline
Hill Investment Group Partners, LLC59,750$1.53M0.2%-26013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…57,981$1.48M0.08%+38,54213F-HRTimelineGroup
POINCIANA ADVISORS GROUP, LLC50,477$1.29M1.31%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…49,600$1.27M0.21%+74713F-HRTimeline
SC&H Financial Advisors, Inc.49,460$1.26M0.26%+6,16613F-HRTimeline
Creative Planningin group Creative Planning48,977$1.25M<0.01%+2,03513F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.48,094$1.23M0.53%+6,73413F-HRTimeline
Trust Co of the South48,090$1.23M0.25%+11,80213F-HRTimeline
KM Capital Management Ltd.46,981$1.2M0.62%+14213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC45,225$1.16M0.22%+13,20613F-HRTimeline
Farther Finance Advisors, LLC45,222$1.15M0.04%+13,57413F-HRTimeline
W.H. Cornerstone Investments Inc.44,727$1.14M0.76%+17213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS44,617$1.14M0.94%+8,61813F-HRTimeline
Foundation Wealth Management, LLC\PA42,981$1.1M0.53%13F-HRTimeline
CLARIS ADVISORS, LLC / MO /42,874$1.09M0.41%+11,59713F-HRTimeline
McNamara Financial Services, Inc.42,773$1.09M0.26%-5,14813F-HRTimeline
Ridgeline Wealth, LLC42,369$1.08M0.88%13F-HRTimeline
Abel Hall, LLC41,708$1.07M0.68%+5,91513F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC41,317$1.06M0.41%-11,98613F-HRTimeline
Geneos Wealth Management Inc.40,796$1.04M0.04%new13F-HRTimeline
SageOak Financial, LLC39,958$1.02M0.93%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,396$981K<0.01%-1,18413F-HRTimelineGroup
Abacus Wealth Partners, LLC36,472$931K0.14%+2,92613F-HRTimeline
Modera Wealth Management, LLC36,401$930K0.01%+10,52513F-HRTimeline
Mattern Wealth Management LLC35,908$917K0.2%+31613F-HRTimeline
Visionary Horizons, LLC35,845$915K0.6%+4,43513F-HRTimeline
True North Advisors, LLC35,696$912K0.21%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC34,859$890K0.6%+52413F-HRTimeline
TOWNSQUARE CAPITAL LLC33,671$860K0.01%new13F-HRTimeline
Vantage Point Financial LLC33,254$849K0.46%13F-HRTimeline
Blue Trust, Inc.32,629$833K0.01%+15,30913F-HR/ATimeline
BWM Planning, LLC32,268$824K0.36%-16,68713F-HRTimeline
Heritage Investment Group, Inc.31,718$810K0.15%new13F-HRTimeline
Integrated Wealth Concepts LLC30,328$775K0.01%+9,65713F-HRTimeline
Greenspring Advisors, LLC29,911$764K0.17%+57313F-HRTimeline
SOL Capital Management CO29,710$759K0.08%-2,40013F-HRTimeline
McGrath & Associates, Inc.29,277$748K1.51%13F-HRTimeline
KEB ASSET MANAGEMENT, LLC29,091$743K0.21%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,626$731K<0.01%+9,21913F-HRTimelineGroup
Parkworth Wealth Management, Inc.28,110$718K0.6%13F-HRTimeline
GTS SECURITIES LLC27,282$697K0.03%new13F-HRTimeline
Equita Financial Network, Inc.26,712$682K0.25%+33913F-HRTimeline
Hutchens & Kramer Investment Management…26,603$679K0.37%+1,62813F-HRTimeline
LJI Wealth Management, LLC26,541$678K0.13%+48413F-HRTimeline
Bay Harbor Wealth Management, LLC24,926$637K0.21%+3,48813F-HRTimeline
Physician Wealth Solutions Inc.23,995$613K0.31%+9,18313F-HRTimeline
Seaside Wealth Management, Inc.23,178$592K0.22%+2,34613F-HRTimeline
SUTTON PLACE INVESTORS LLC23,024$588K0.34%+13,20613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,255$568K<0.01%-2,34313F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC22,065$564K0.47%new13F-HRTimeline
IFG Advisory, LLC21,856$558K0.03%new13F-HRTimeline
Signal Advisors Wealth, LLC21,621$552K0.06%-17413F-HRTimeline
WorthPointe, LLC21,230$542K0.23%+28113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,181$541K0.01%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC20,529$524K0.26%+1,07713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,343$520K<0.01%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC20,117$514K0.01%+1,63813F-HRTimeline
Orion Portfolio Solutions, LLC20,117$514K0.01%+1,63813F-HRTimeline
Wealthstream Advisors, Inc.19,948$509K0.09%-81513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC18,742$479K0.06%+1,04013F-HRTimeline
Allworth Financial LP18,478$474K<0.01%+4,07813F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,228$466K0.13%+95913F-HRTimeline
Aerodigm Wealth, LLC17,902$457K0.27%+3,89513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …16,658$425K0.01%+4,02313F-HRTimelineGroup
Hemington Wealth Management16,310$416K0.1%+5,21513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,792$403K<0.01%-3,19813F-HRTimelineGroup
Wealth Advisors Northwest LLC15,595$398K0.27%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY15,195$388K<0.01%+1,83113F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC15,153$387K0.03%+59113F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA15,026$384K0.07%new13F-HRTimeline
Investmark Advisory Group LLC14,573$372K0.18%+80713F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC14,635$370K0.29%new13F-HRTimeline
Granite Harbor Advisors, Inc.14,388$367K0.2%-76113F-HRTimeline
Smartleaf Asset Management LLC14,375$365K0.04%+55113F-HRTimeline
Shearwater Capital LLC13,966$357K0.24%+1,40513F-HRTimeline
Core Wealth Management, Inc.13,891$355K0.14%+29213F-HRTimeline
Leading Edge Financial Planning LLC13,807$353K0.12%-43013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,204$312K<0.01%+5,07113F-HRTimelineGroup
Daner Wealth Management, LLC11,044$287K0.21%13F-HRTimeline
Grunden Financial Advisory, Inc.11,133$284K0.14%+4,11213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,831$277K0.01%-11813F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC10,660$272K0.09%+28013F-HRTimeline
Five Oceans Advisors10,400$266K0.12%+5313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,230$261K<0.01%+1,29413F-HRTimelineGroup
Two West Capital Advisors LLC10,193$260K0.22%+1,71713F-HRTimeline
Rehmann Capital Advisory Group10,176$260K0.02%+1,15713F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,884$252K0.01%+19613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,769$250K<0.01%new13F-HRTimelineGroup