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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

263 managers (264 13F filers) reported a position in DFGR shares at 2025-06-30, 76,158,479 shares in all. 20 filers opened a position and 6 filers sold out during the quarter.

Managers
263
13F filers
264
New
20
Added
161
Reduced
65
Sold out
6
Shares held by filers
76,158,479

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Forum Financial Management, LPin group Forum Financial Management, LP14,517,559$390M5.92%+288,44913F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC6,656,841$179M1.28%+1,228,89313F-HR/ATimelineGroup
JMG Financial Group, Ltd.4,996,700$134M4.06%+200,34813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,363,270$117M-40,156Timeline
Wealthspire Advisors, LLC2,463,983$66.1M0.37%+16,60913F-HRTimeline
BRIGHTON JONES LLC2,219,008$59.5M1.61%+109,48213F-HRTimeline
LifeGuide Financial Advisors, LLC2,184,381$58.6M21.63%+89,55113F-HRTimeline
TCI Wealth Advisors, Inc.1,934,020$51.9M3.56%+314,46413F-HRTimeline
DiNuzzo Private Wealth, Inc.1,648,809$44.2M5.25%+29,08013F-HRTimeline
MASECO LLP1,352,858$36.3M1.38%13F-HRTimeline
LPL Financial LLC975,353$26.2M0.01%+32,22313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP967,509$26M0.03%-322,72913F-HR/ATimelineGroup
Wescott Financial Advisory Group, LLC957,645$25.7M2.46%-9,05113F-HRTimeline
Summit Financial Strategies, Inc.831,157$22.3M2.06%+23,16913F-HRTimeline
WPWealth LLP811,791$21.8M3.93%+51,89013F-HRTimeline
Verisail Partners, LLC783,538$21M8.93%+12,59513F-HRTimeline
Index Fund Advisors, Inc.778,024$20.9M1.17%+63,38413F-HRTimeline
OneDigital Investment Advisors LLC746,798$20M0.22%+12,40913F-HRTimeline
Rather & Kittrell, Inc.737,716$19.8M3.92%+68,86613F-HRTimeline
Quantum Financial Advisors, LLC683,332$18.3M2.48%-56,62113F-HRTimeline
Creative Capital Management Investments…675,804$18.1M6.48%+26,91013F-HRTimeline
Great Waters Wealth Management664,599$17.8M2.32%+7,81713F-HRTimeline
Arax Advisory Partners656,264$17.6M0.81%+9,88113F-HRTimeline
RS CRUM INC.592,905$15.9M3.81%-88,85713F-HRTimeline
Total Wealth Planning, LLC569,962$15.3M1.93%+33,17013F-HRTimeline
Willow Creek Wealth Management Inc.560,736$15M1.35%+59,93513F-HRTimeline
Integris Wealth Management, LLC540,824$14.5M3.78%+8,60213F-HRTimeline
Rockwood Wealth Management, LLC535,070$14.4M1.26%+349,65113F-HRTimeline
Planning Center, Inc.522,403$14M1.55%+13,05713F-HRTimeline
Private Wealth Management Group, LLC511,173$13.7M4.56%+13,49313F-HRTimeline
Vestmark Advisory Solutions, Inc.500,756$13.4M0.19%+279,21813F-HRTimeline
Syverson Strege & Co499,272$13.4M3.16%+4,53313F-HRTimeline
Aspen Capital Management, LLC473,614$12.7M3.56%+29,79213F-HRTimeline
Jentner Corp466,538$12.5M3.35%+5,77613F-HRTimeline
Level Financial Advisors426,776$11.5M3.56%+15,14813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska420,127$11.2M1.52%+29,67813F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC373,911$10M6.08%-9,98013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC372,126$9.98M0.02%-106,88213F-HRTimelineGroup
Geometric Wealth Advisors367,664$9.86M1.47%+22,58313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC361,628$9.7M0.01%+6,41713F-HRTimeline
Evanson Asset Management, LLC352,445$9.46M0.59%+19,11013F-HRTimeline
Sprinkle Financial Consultants LLC339,941$9.12M5.57%+3,04013F-HRTimeline
Financial Engines Advisors L.L.C.321,722$8.63M0.02%+1,85513F-HRTimeline
Parkshore Wealth Management, Inc.311,070$8.35M4.08%+82,52513F-HRTimeline
RFG Advisory, LLC276,388$7.42M0.17%-7,55013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.271,915$7.3M3.4%+14,51413F-HRTimeline
Apella Capital, LLC258,996$6.95M0.19%+14,36013F-HRTimeline
North Ridge Wealth Advisors, Inc.257,844$6.92M4.25%+14,85013F-HRTimeline
AWM CAPITAL, LLC256,262$6.88M0.72%+124,04013F-HRTimeline
American Investment Services, Inc.251,640$6.75M1.72%+6,68013F-HRTimeline
Peirce Capital Management, LLC241,324$6.47M2.87%-24,83513F-HRTimeline
SJS Investment Consulting Inc.236,145$6.34M1%+35,07513F-HRTimeline
REAP Financial Group, LLC224,548$6.02M1.41%-1,78813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC222,765$5.98M<0.01%+10,15413F-HRTimelineGroup
Wealth Architects, LLC221,720$5.95M0.6%+19,80513F-HRTimeline
Bison Wealth, LLC209,698$5.63M0.45%+5,99413F-HRTimeline
GeoWealth Management, LLC207,992$5.58M0.22%-3,60013F-HRTimeline
Tilson Financial Group, Inc.206,840$5.55M2.09%-2,98913F-HRTimeline
Sterling Financial Planning, Inc.202,568$5.43M1.82%+15,47713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…195,474$5.29M0.01%-3,23313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC192,071$5.15M0.02%-8,55213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…190,522$5.11M0.23%-5,71213F-HRTimelineGroup
AdvisorNet Financial, Inc189,695$5.09M0.33%+5,13613F-HRTimeline
XY Planning Network, Inc.189,126$5.07M1.73%-10,06813F-HRTimeline
Burk Holdings LLC188,519$5.06M3.17%+26,13213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.179,651$4.82M0.12%new13F-HRTimelineGroup
New Dimensions Wealth Management, LLC174,207$4.74M4.33%+5,80313F-HRTimeline
Hemington Wealth Management174,938$4.69M0.68%+22,82213F-HRTimeline
New Capital Management LP174,110$4.67M1.3%-34,58013F-HRTimeline
McMill Wealth Management175,189$4.67M1.55%+5,49513F-HRTimeline
Shotwell Rutter Baer Inc171,249$4.63M3.15%+3,49413F-HRTimeline
HFM Investment Advisors, LLC160,435$4.3M1.89%+7,46913F-HRTimeline
Forum Private Client Group LLC156,087$4.19M1.61%+12,81213F-HRTimeline
von Borstel & Associates, Inc.152,426$4.08M1.08%+10,76613F-HRTimeline
LAM GROUP, INC.145,515$3.9M2.61%-35,26013F-HRTimeline
Balanced Rock Investment Advisors LLC145,113$3.89M3.05%+51,66213F-HRTimeline
JDH Wealth Management, LLC144,375$3.87M2.97%+6,03913F-HRTimeline
LRI Investments, LLC141,374$3.79M0.32%-5,76913F-HRTimeline
Clarity Wealth Development LLC139,106$3.73M3.72%+2,38713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO136,686$3.67M<0.01%+99413F-HRTimelineGroup
Colorado Capital Management, Inc.135,864$3.65M1.56%+6,71413F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC135,241$3.63M0.46%-16,53213F-HRTimeline
Waypoint Wealth Partners Inc.133,930$3.59M0.87%-2,13413F-HRTimeline
Ruedi Wealth Management, Inc.133,536$3.58M1.06%+7,38413F-HRTimeline
Cherry Tree Wealth Management, LLC130,629$3.5M0.81%+3,42313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management129,223$3.47M0.12%+56113F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC127,560$3.42M1.69%+4,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,867$3.27M0.01%+27,82913F-HR/ATimelineGroup
Henrickson Nauta Wealth Advisors, Inc.119,612$3.21M1.11%+17,55013F-HRTimeline
INTEGRITY ALLIANCE, LLC.119,295$3.2M0.17%+86313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …114,800$3.08M0.2%+4,39413F-HR/ATimeline
Betterment LLC112,861$3.03M0.01%+21,16813F-HRTimeline
Cypress Point Wealth Management, LLC112,836$3.03M0.74%+25013F-HRTimeline
Burton Enright Welch111,893$3M0.52%-37313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…109,598$2.94M<0.01%+99,69013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV108,382$2.91M0.01%-114,53013F-HRTimeline
Accordant Advisory Group Inc107,952$2.9M2.16%new13F-HRTimeline
WINNACLE WEALTH LLC107,952$2.9M2.16%new13F-HRTimeline
NewEdge Advisors, LLC107,409$2.88M0.01%-7,44213F-HRTimeline
Chicago Partners Investment Group LLC102,155$2.81M0.08%+513F-HRTimeline
Porter White Investment Advisors, Inc.98,228$2.64M1.23%+12,01913F-HRTimeline
Mattern Wealth Management LLC97,206$2.61M0.54%+55,84213F-HRTimeline
Yardley Wealth Management LLC96,964$2.6M1.42%+1513F-HRTimeline
Krilogy Financial LLC95,690$2.57M0.15%+4,77413F-HRTimeline
Trust Co of the South93,968$2.52M0.45%+18,79213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC90,439$2.43M0.44%+8,97713F-HRTimeline
Longview Financial Advisors LLC89,682$2.41M1.51%+1,54613F-HRTimeline
Hill Investment Group Partners, LLC89,663$2.41M0.31%+29,91313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,185$2.23M<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC80,263$2.15M0.04%-15,88913F-HRTimeline
SAGE RHINO CAPITAL LLC80,118$2.15M0.45%+6,78113F-HRTimeline
MML INVESTORS SERVICES, LLC79,459$2.13M0.01%+10,51513F-HRTimeline
Sterling Wealth Management, Inc.78,838$2.12M0.72%13F-HRTimeline
Avant Financial Advisors LLC78,161$2.1M1.73%+6,20513F-HRTimeline
Aegis Wealth Management LLC78,142$2.05M1.23%013F-HRTimeline
CLARIS ADVISORS, LLC / MO /75,368$2.02M0.7%+11,15013F-HRTimeline
Orion Porfolio Solutions, LLC74,663$2M0.02%+43,84313F-HR/ATimeline
D.A. DAVIDSON & CO.74,557$2M0.01%+2,77513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …68,537$1.84M0.04%+1,39213F-HRTimelineGroup
Wealth Advisors Northwest LLC66,134$1.77M0.93%+17,18813F-HRTimeline
SC&H Financial Advisors, Inc.63,610$1.71M0.29%+10,08713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS62,339$1.67M<0.01%-16,80613F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS61,811$1.66M1.14%+9,15413F-HRTimeline
Meritas Wealth Management, LLC61,287$1.64M0.9%+55013F-HRTimeline
POINCIANA ADVISORS GROUP, LLC60,264$1.62M1.46%+5,28513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC60,147$1.61M1.17%-3,00713F-HRTimeline
SageOak Financial, LLC58,349$1.57M1.25%+4,28213F-HRTimeline
Physician Wealth Solutions Inc.57,734$1.55M0.72%+10,82313F-HRTimeline
KEB ASSET MANAGEMENT, LLC56,749$1.52M0.38%+11,43813F-HRTimeline
Timonier Family Office, LTD.56,157$1.51M0.56%-2,16313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.55,836$1.5M0.59%+5,97313F-HRTimeline
Creative Planningin group Creative Planning53,264$1.43M<0.01%+1,40213F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…49,715$1.33M0.22%-67813F-HRTimeline
W.H. Cornerstone Investments Inc.48,969$1.31M0.83%+2,67613F-HRTimeline
McNamara Financial Services, Inc.48,706$1.31M0.26%-2,45513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC48,631$1.3M0.21%+1,39713F-HRTimeline
Ridgeline Wealth, LLC45,072$1.21M0.99%-28613F-HRTimeline
Abel Hall, LLC44,935$1.21M0.56%-1,31913F-HRTimeline
Outbound Financial Inc44,653$1.2M1.09%13F-HRTimeline
Geneos Wealth Management Inc.44,613$1.2M0.03%-40,79613F-HRTimeline
Savvy Advisors, Inc.42,486$1.14M0.08%+28,98013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,430$1.14M<0.01%+2,22913F-HRTimelineGroup
Heritage Investment Group, Inc.39,865$1.07M0.18%+7,98913F-HRTimeline
KM Capital Management Ltd.39,683$1.06M0.53%+9,96113F-HRTimeline
Vantage Point Financial LLC39,548$1.06M0.47%+2,18213F-HRTimeline
Visionary Horizons, LLC39,391$1.06M0.67%+2,54613F-HRTimeline
Beacon Pointe Advisors, LLC39,113$1.05M0.01%-17,47513F-HRTimeline
Blue Trust, Inc.37,015$993K0.01%+1,83113F-HRTimeline
QUARRY HILL ADVISORS, LLC36,978$992K0.58%+2,42513F-HRTimeline
Modera Wealth Management, LLC36,938$991K0.01%+8313F-HRTimeline
Integrated Wealth Concepts LLC35,846$962K0.01%+3,24513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.35,681$957K0.04%new13F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC35,377$949K0.43%+70613F-HRTimeline
BWM Planning, LLC35,119$942K0.32%+8,03213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC34,334$921K0.63%+7,77013F-HRTimeline
Foundation Wealth Management, LLC\PA34,284$920K0.4%-2,53813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC32,880$882K<0.01%+2,69213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC31,833$854K0.08%-1,55113F-HRTimeline
Mariner, LLCin group Mariner, LLC31,533$846K<0.01%+3,44313F-HRTimelineGroup
Parkworth Wealth Management, Inc.31,135$835K0.6%+2,38213F-HRTimeline
Equita Financial Network, Inc.30,146$809K0.32%+3,77313F-HRTimeline
SOL Capital Management CO28,360$761K0.07%-1,30013F-HRTimeline
Bay Harbor Wealth Management, LLC28,336$760K0.22%+1,45113F-HRTimeline
SUTTON PLACE INVESTORS LLC27,044$726K0.44%+3,93613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC26,486$711K<0.01%+4,15913F-HRTimelineGroup
LJI Wealth Management, LLC26,408$709K0.12%+58213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC26,375$708K0.26%-6,75613F-HRTimeline
IFG Advisory, LLC25,926$696K0.03%+3,73113F-HRTimeline
Hutchens & Kramer Investment Management…25,714$694K0.32%-69213F-HRTimeline
Seaside Wealth Management, Inc.25,366$681K0.22%-1,35113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,220$677K0.01%new13F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC24,648$661K0.29%+89613F-HRTimeline
McGrath & Associates, Inc.24,351$653K1.06%-3,85613F-HRTimeline
Abacus Wealth Partners, LLC24,037$645K0.1%-5,81813F-HRTimeline
Signal Advisors Wealth, LLC23,271$624K0.05%-7213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,699$609K<0.01%-7913F-HRTimelineGroup
Core Wealth Management, Inc.22,191$595K0.21%+2,19713F-HRTimeline
Simplicity Wealth,LLC20,990$563K0.02%-5,63313F-HRTimeline
Shearwater Capital LLC19,908$534K0.34%+5,41313F-HRTimeline
Aerodigm Wealth, LLC19,745$530K0.25%+59013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP19,527$524K0.01%+1313F-HRTimeline
Wealthstream Advisors, Inc.19,446$522K0.09%-3,71513F-HRTimeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,415$520K0.06%+69813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA19,344$519K0.09%+4,08113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,997$509K0.01%new13F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC18,551$498K0.13%+36913F-HRTimeline
Cyndeo Wealth Partners, LLC18,499$496K0.03%+54513F-HRTimeline
First Pacific Financial18,278$490K0.07%+11613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,269$490K<0.01%+6,35213F-HRTimelineGroup
Austin Private Wealth, LLC16,033$430K0.03%+3,87613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …15,689$419K0.03%+5,04413F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC15,481$415K<0.01%new13F-HRTimeline
Capstone Wealth Management, LLC15,001$402K0.35%+4,84713F-HRTimeline
NWAM LLC14,858$394K0.02%+6,26613F-HR/ATimeline
Smartleaf Asset Management LLC14,753$394K0.03%+27413F-HRTimeline
Leading Edge Financial Planning LLC14,662$393K0.11%+53313F-HRTimeline
Abacus Planning Group, Inc.14,647$393K0.06%+3,92413F-HR/ATimeline
Granite Harbor Advisors, Inc.14,388$386K0.18%013F-HRTimeline
Allworth Financial LP13,951$374K<0.01%-1,98213F-HRTimeline
Vawter Financial, Ltd.13,685$367K4.15%-151,77413F-HR/ATimeline