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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

250 managers (251 13F filers) reported a position in DFGR shares at 2025-03-31, 71,368,608 shares in all. 21 filers opened a position and 14 filers sold out during the quarter.

Managers
250
13F filers
251
New
21
Added
151
Reduced
60
Sold out
14
Shares held by filers
71,368,608

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Forum Financial Management, LPin group Forum Financial Management, LP14,229,110$374M6.18%+219,05913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC5,427,948$143M1.21%+870,79613F-HR/ATimelineGroup
JMG Financial Group, Ltd.4,796,352$126M4.25%+802,81613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,403,426$116M+271,207Timeline
Wealthspire Advisors, LLC2,447,374$64.3M0.38%+42,40713F-HRTimeline
BRIGHTON JONES LLC2,109,526$55.4M1.78%+112,52613F-HRTimeline
LifeGuide Financial Advisors, LLC2,094,830$55M22.45%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,619,729$42.5M5.35%+11,57013F-HRTimeline
TCI Wealth Advisors, Inc.1,619,556$42.5M3.41%+280,63113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP1,290,238$33.9M0.06%-496,72413F-HRTimelineGroup
Wescott Financial Advisory Group, LLC966,696$25.4M2.63%-3,79913F-HRTimeline
LPL Financial LLC943,130$24.8M0.01%+177,30613F-HRTimeline
Summit Financial Strategies, Inc.807,988$21.2M2.14%+66,58213F-HRTimeline
Verisail Partners, LLC770,943$20.2M9.33%-28,63413F-HRTimeline
WPWealth LLP759,901$20M3.94%+52,99113F-HRTimeline
Quantum Financial Advisors, LLC739,953$19.4M2.9%-91,81413F-HRTimeline
OneDigital Investment Advisors LLC734,389$19.3M0.23%+19,14113F-HRTimeline
Index Fund Advisors, Inc.714,640$18.8M1.16%-3,99613F-HRTimeline
RS CRUM INC.681,762$17.9M4.82%-129,09913F-HRTimeline
Rather & Kittrell, Inc.668,850$17.6M3.81%+119,29813F-HRTimeline
Great Waters Wealth Management656,782$17.2M2.39%-28,30413F-HRTimeline
Creative Capital Management Investments…648,894$17M6.58%+54,63213F-HRTimeline
Arax Advisory Partners646,383$17M1.09%+44,12513F-HRTimeline
Total Wealth Planning, LLC536,792$14.1M2.16%+53,04513F-HRTimeline
Integris Wealth Management, LLC532,222$14M3.99%+13,89113F-HRTimeline
Planning Center, Inc.509,346$13.4M1.58%+15,74413F-HRTimeline
Willow Creek Wealth Management Inc.500,801$13.2M1.28%+123,02713F-HRTimeline
Private Wealth Management Group, LLC497,680$13.1M4.82%+33,73013F-HRTimeline
Syverson Strege & Co494,739$13M4.17%+15,45013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC479,008$12.6M0.02%-630,38013F-HR/ATimelineGroup
Jentner Corp460,762$12.1M3.62%+31,35613F-HRTimeline
Aspen Capital Management, LLC443,822$11.7M3.73%13F-HRTimeline
Level Financial Advisors411,628$10.8M3.67%+37,18713F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska390,449$10.3M1.56%+30,51813F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC383,891$10.1M6.33%-8,36813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC355,211$9.33M0.01%+17,74313F-HRTimeline
Geometric Wealth Advisors345,081$9.06M1.55%+16,58913F-HRTimeline
Corrigan Financial, Inc.340,682$8.95M1.84%+67,30713F-HRTimeline
Sprinkle Financial Consultants LLC336,901$8.85M5.61%-13413F-HRTimeline
Evanson Asset Management, LLC333,335$8.75M0.62%+30,02713F-HRTimeline
Financial Engines Advisors L.L.C.319,867$8.4M0.02%+2,82613F-HRTimeline
RFG Advisory, LLC283,938$7.46M0.2%+107,94313F-HRTimeline
Peirce Capital Management, LLC266,159$6.99M3.46%-8,65213F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.257,401$6.76M3.55%+9,85513F-HRTimeline
American Investment Services, Inc.244,960$6.43M1.13%+7,63113F-HRTimeline
North Ridge Wealth Advisors, Inc.242,994$6.38M4.26%+20,94713F-HRTimeline
Apella Capital, LLC244,636$6.06M0.21%-43,91213F-HRTimeline
Parkshore Wealth Management, Inc.228,545$6M3.49%+31,28413F-HRTimeline
REAP Financial Group, LLC226,336$5.94M1.47%+21,38713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV222,912$5.85M0.01%+106,30813F-HRTimeline
Vestmark Advisory Solutions, Inc.221,538$5.82M0.15%+17,46713F-HRTimeline
Rappaport Reiches Capital Management, L…220,810$5.8M1.45%+15,46713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC212,611$5.58M<0.01%+17,18413F-HRTimelineGroup
GeoWealth Management, LLC211,592$5.56M0.22%+4,82613F-HRTimeline
Tilson Financial Group, Inc.209,829$5.51M2.18%+9,77913F-HRTimeline
New Capital Management LP208,690$5.48M1.57%-98,05513F-HRTimeline
Bison Wealth, LLC203,704$5.35M0.5%+18,43613F-HRTimeline
Wealth Architects, LLC201,915$5.3M0.58%+12,62413F-HR/ATimeline
SJS Investment Consulting Inc.201,070$5.28M0.9%+8,67313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC200,623$5.27M0.02%-21,27813F-HRTimelineGroup
XY Planning Network, Inc.199,194$5.23M3.49%+5,63713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…198,707$5.22M0.01%-2,72213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…196,234$5.15M0.28%+138,25313F-HRTimelineGroup
Sterling Financial Planning, Inc.187,091$4.91M1.78%+13,70613F-HRTimeline
Rockwood Wealth Management, LLC185,419$4.87M0.5%+124,87913F-HRTimeline
AdvisorNet Financial, Inc184,559$4.85M0.36%+9,96413F-HRTimeline
LAM GROUP, INC.180,775$4.75M3.49%-37,10513F-HRTimeline
McMill Wealth Management169,694$4.46M1.61%+29,22213F-HRTimeline
New Dimensions Wealth Management, LLC168,404$4.42M4.42%13F-HRTimeline
Vawter Financial, Ltd.165,459$4.34M2.43%+16,01113F-HRTimeline
Burk Holdings LLC162,387$4.26M3.22%+6,29313F-HRTimeline
Shotwell Rutter Baer Inc167,755$4.14M3.65%+2,53113F-HRTimeline
HFM Investment Advisors, LLC152,966$4.02M1.95%13F-HRTimeline
Hemington Wealth Management152,116$3.99M0.62%+135,80613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC151,773$3.99M0.57%-16,39113F-HRTimeline
LRI Investments, LLC147,143$3.86M0.37%-12,18713F-HRTimeline
Forum Private Client Group LLC143,275$3.76M1.63%+31,21813F-HRTimeline
von Borstel & Associates, Inc.141,660$3.72M1.11%+35,35913F-HRTimeline
JDH Wealth Management, LLC138,336$3.63M3.12%+15,10313F-HRTimeline
Clarity Wealth Development LLC136,719$3.59M4.01%+5,69413F-HRTimeline
Waypoint Wealth Partners Inc.136,064$3.57M0.99%+3,66213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO135,692$3.56M<0.01%-1,00513F-HRTimelineGroup
AWM CAPITAL, LLC132,222$3.47M0.41%+9,46113F-HRTimeline
Colorado Capital Management, Inc.129,150$3.39M1.58%+35,10713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management128,662$3.38M0.11%+16,67213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC127,206$3.34M0.81%+2,41613F-HRTimeline
Ruedi Wealth Management, Inc.126,152$3.31M1.04%-1,39813F-HRTimeline
COOPER/HAIMS ADVISORS, LLC123,512$3.24M1.76%+8,41713F-HRTimeline
INTEGRITY ALLIANCE, LLC.118,432$3.11M0.12%new13F-HRTimeline
NewEdge Advisors, LLC114,851$3.02M0.02%-40,05513F-HRTimeline
Cypress Point Wealth Management, LLC112,586$2.96M0.94%+18,74813F-HRTimeline
Burton Enright Welch112,266$2.95M0.6%+3,51313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …110,406$2.91M0.23%+10,19913F-HRTimeline
Chicago Partners Investment Group LLC102,150$2.71M0.09%-2,24313F-HRTimeline
Yardley Wealth Management LLC96,949$2.55M1.5%-13,85113F-HRTimeline
Farther Finance Advisors, LLC96,152$2.53M0.06%+50,93013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.102,062$2.49M1.02%+14,53113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.94,038$2.47M0.01%+14,41013F-HRTimelineGroup
Balanced Rock Investment Advisors LLC93,451$2.45M1.96%+4,61513F-HRTimeline
Betterment LLC91,693$2.41M0.01%+9,62213F-HRTimeline
Krilogy Financial LLC90,916$2.39M0.15%+3,58313F-HRTimeline
Longview Financial Advisors LLC88,136$2.31M1.53%+7,15613F-HRTimeline
Porter White Investment Advisors, Inc.86,209$2.26M1.12%+7,09913F-HRTimeline
Geneos Wealth Management Inc.85,409$2.24M0.03%+44,61313F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC81,462$2.14M0.43%+7,46413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS79,145$2.08M0.01%-24,25513F-HRTimeline
Aegis Wealth Management LLC78,142$2.05M1.21%+18,14613F-HRTimeline
Trust Co of the South75,176$1.97M0.41%+27,08613F-HRTimeline
SAGE RHINO CAPITAL LLC73,337$1.93M0.45%+98413F-HRTimeline
Avant Financial Advisors LLC71,956$1.89M1.71%+5,59313F-HRTimeline
D.A. DAVIDSON & CO.71,782$1.88M0.02%+2,07013F-HRTimeline
MML INVESTORS SERVICES, LLC68,944$1.81M0.01%+5,51513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …67,145$1.76M0.05%+50,48713F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /64,218$1.69M0.63%+21,34413F-HRTimeline
OLD MISSION CAPITAL LLC64,204$1.69M0.03%-9,61713F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC63,154$1.66M1.26%+73413F-HRTimeline
Meritas Wealth Management, LLC60,737$1.59M0.94%-5,64513F-HRTimeline
Hill Investment Group Partners, LLC59,750$1.57M0.22%013F-HRTimeline
Timonier Family Office, LTD.58,320$1.53M0.68%-3,30513F-HRTimeline
Beacon Pointe Advisors, LLC56,588$1.49M0.02%-120,74313F-HRTimeline
POINCIANA ADVISORS GROUP, LLC54,979$1.44M1.5%+4,50213F-HRTimeline
SageOak Financial, LLC54,067$1.42M1.26%+14,10913F-HRTimeline
SC&H Financial Advisors, Inc.53,523$1.41M0.28%+4,06313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS52,657$1.38M1.09%+8,04013F-HRTimeline
Creative Planningin group Creative Planning51,862$1.36M<0.01%+2,88513F-HRTimelineGroup
McNamara Financial Services, Inc.51,161$1.34M0.29%+8,38813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…50,393$1.32M0.22%+79313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.49,863$1.31M0.55%+1,76913F-HRTimeline
Wealth Advisors Northwest LLC48,946$1.29M0.81%+33,35113F-HRTimeline
KFG WEALTH MANAGEMENT, LLC47,234$1.24M0.23%+2,00913F-HRTimeline
Physician Wealth Solutions Inc.46,911$1.23M0.62%+22,91613F-HRTimeline
W.H. Cornerstone Investments Inc.46,293$1.22M0.84%+1,56613F-HRTimeline
Abel Hall, LLC46,254$1.21M0.73%+4,54613F-HRTimeline
Ridgeline Wealth, LLC45,358$1.19M1.01%+2,98913F-HRTimeline
KEB ASSET MANAGEMENT, LLC45,311$1.19M0.34%+16,22013F-HRTimeline
Mattern Wealth Management LLC41,364$1.09M0.24%+5,45613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP40,201$1.06M<0.01%+1,80513F-HRTimelineGroup
Vantage Point Financial LLC37,366$981K0.49%+4,11213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,943$970K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC36,855$968K0.01%+45413F-HRTimeline
Visionary Horizons, LLC36,845$968K0.68%+1,00013F-HRTimeline
Foundation Wealth Management, LLC\PA36,822$967K0.46%-6,15913F-HRTimeline
Blue Trust, Inc.35,184$924K0.01%+2,55513F-HRTimeline
KEYVANTAGE WEALTH, LLC34,671$910K0.44%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC34,553$907K0.59%-30613F-HRTimeline
TOWNSQUARE CAPITAL LLC33,384$877K0.01%-28713F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC33,131$870K0.34%-8,18613F-HRTimeline
Integrated Wealth Concepts LLC32,601$856K0.01%+2,27313F-HRTimeline
Heritage Investment Group, Inc.31,876$837K0.16%+15813F-HRTimeline
Orion Porfolio Solutions, LLC30,820$809K0.01%+10,70313F-HRTimeline
Orion Portfolio Solutions, LLC30,820$809K0.01%+10,70313F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC30,188$793K<0.01%+1,56213F-HRTimelineGroup
Greenspring Advisors, LLC29,911$785K0.19%013F-HRTimeline
Abacus Wealth Partners, LLC29,855$784K0.12%-6,61713F-HRTimeline
KM Capital Management Ltd.29,722$781K0.42%-17,25913F-HRTimeline
SOL Capital Management CO29,660$779K0.09%-5013F-HRTimeline
Parkworth Wealth Management, Inc.28,753$755K0.6%+64313F-HRTimeline
McGrath & Associates, Inc.28,207$741K1.35%-1,07013F-HRTimeline
Mariner, LLCin group Mariner, LLC28,090$738K<0.01%new13F-HRTimelineGroup
BWM Planning, LLC27,087$711K0.3%-5,18113F-HRTimeline
Bay Harbor Wealth Management, LLC26,885$706K0.22%+1,95913F-HRTimeline
Seaside Wealth Management, Inc.26,717$702K0.25%+3,53913F-HRTimeline
Simplicity Wealth,LLC26,623$699K0.05%new13F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC26,564$698K0.52%+4,49913F-HRTimeline
Hutchens & Kramer Investment Management…26,406$693K0.38%-19713F-HRTimeline
Equita Financial Network, Inc.26,373$693K0.24%-33913F-HRTimeline
LJI Wealth Management, LLC25,826$678K0.14%-71513F-HRTimeline
FLOW TRADERS U.S. LLC24,579$645K0.03%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC23,752$624K0.3%+3,22313F-HRTimeline
Signal Advisors Wealth, LLC23,343$613K0.06%+1,72213F-HRTimeline
Wealthstream Advisors, Inc.23,161$608K0.11%+3,21313F-HRTimeline
SUTTON PLACE INVESTORS LLC23,108$607K0.41%+8413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,778$598K<0.01%+52313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC22,327$586K<0.01%+1,98413F-HRTimelineGroup
IFG Advisory, LLC22,195$583K0.03%+33913F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC21,973$577K0.53%+7,33813F-HRTimeline
WorthPointe, LLC21,375$561K0.26%+14513F-HRTimeline
Core Wealth Management, Inc.19,994$525K0.2%+6,10313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,514$512K0.01%-1,66713F-HRTimeline
Aerodigm Wealth, LLC19,155$503K0.28%+1,25313F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC18,717$483K0.06%-2513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,182$477K0.13%-4613F-HRTimeline
First Pacific Financial18,162$477K0.1%+10,33713F-HRTimeline
Cyndeo Wealth Partners, LLC17,954$471K0.03%+2,80113F-HRTimeline
Allworth Financial LP15,933$412K<0.01%-2,54513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC15,537$408K<0.01%-25513F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA15,263$401K0.08%+23713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.15,059$395K<0.01%+2,85513F-HRTimelineGroup
Shearwater Capital LLC14,495$381K0.27%+52913F-HR/ATimeline
Granite Harbor Advisors, Inc.14,388$378K0.2%013F-HRTimeline
Smartleaf Asset Management LLC14,479$378K0.04%+10413F-HRTimeline
Leading Edge Financial Planning LLC14,129$371K0.12%+32213F-HRTimeline
Investmark Advisory Group LLC13,553$356K0.18%-1,02013F-HRTimeline
Savvy Advisors, Inc.13,506$355K0.04%new13F-HRTimeline
Austin Private Wealth, LLC12,157$319K0.03%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.11,917$313K<0.01%+1,68713F-HRTimelineGroup
Two West Capital Advisors LLC12,380$306K0.26%+2,18713F-HRTimeline
Abacus Planning Group, Inc.10,723$282K0.05%+2,03213F-HRTimeline
EARNED WEALTH ADVISORS, LLC10,660$280K0.06%013F-HRTimeline
Squire Investment Management Company, L…10,628$279K0.12%new13F-HRTimeline