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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

278 managers (279 13F filers) reported a position in DFGR shares at 2025-09-30, 80,464,476 shares in all. 31 filers opened a position and 14 filers sold out during the quarter.

Managers
278
13F filers
279
New
31
Added
184
Reduced
47
Sold out
14
Shares held by filers
80,464,476

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LP15,451,214$422M5.77%+933,65513F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC7,675,767$210M1.27%+1,018,92613F-HR/ATimelineGroup
JMG Financial Group, Ltd.5,355,327$146M4.16%+358,62713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,536,957$124M+173,687Timeline
Wealthspire Advisors, LLC2,538,625$69.3M0.36%+74,64213F-HRTimeline
BRIGHTON JONES LLC2,399,150$65.5M1.57%+180,14213F-HRTimeline
TCI Wealth Advisors, Inc.2,258,395$61.7M3.68%+324,37513F-HRTimeline
LifeGuide Financial Advisors, LLC2,186,062$59M21.73%+1,68113F-HRTimeline
DiNuzzo Private Wealth, Inc.1,688,254$46.4M5.26%+39,44513F-HRTimeline
MASECO LLP1,392,002$38.1M1.84%+39,14413F-HRTimeline
LPL Financial LLC1,053,388$28.8M0.01%+78,03513F-HRTimeline
Wescott Financial Advisory Group, LLC969,998$26.5M2.38%+12,35313F-HRTimeline
Summit Financial Strategies, Inc.869,361$23.7M2.04%+38,20413F-HRTimeline
WPWealth LLP868,907$23.7M3.88%+57,11613F-HRTimeline
Rather & Kittrell, Inc.861,828$23.5M4.12%+124,11213F-HRTimeline
Verisail Partners, LLC794,083$21.7M9.2%+10,54513F-HRTimeline
Index Fund Advisors, Inc.791,200$21.6M1.05%+13,17613F-HRTimeline
OneDigital Investment Advisors LLC764,622$20.9M0.21%+17,82413F-HRTimeline
Creative Capital Management Investments…731,929$20M6.39%+56,12513F-HRTimeline
Great Waters Wealth Management717,379$19.6M2.31%+52,78013F-HRTimeline
Rockwood Wealth Management, LLC712,946$19.5M1.56%+177,87613F-HRTimeline
Beacon Pointe Advisors, LLC673,872$18.4M0.16%+634,75913F-HRTimeline
Quantum Financial Advisors, LLC654,445$17.9M2.18%-28,88713F-HRTimeline
Willow Creek Wealth Management Inc.638,861$17.4M1.44%+78,12513F-HRTimeline
Total Wealth Planning, LLC614,754$16.8M1.94%+44,79213F-HRTimeline
RS CRUM INC.614,158$16.8M3.73%+21,25313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP578,381$15.8M0.02%-389,12813F-HRTimelineGroup
Integris Wealth Management, LLC555,499$15.2M3.69%+14,67513F-HRTimeline
Private Wealth Management Group, LLC546,215$14.9M4.11%+35,04213F-HRTimeline
Planning Center, Inc.537,991$14.7M1.54%+15,58813F-HRTimeline
Aspen Capital Management, LLC500,144$13.7M3.48%+26,53013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska474,323$13M1.54%+54,19613F-HRTimelineGroup
Syverson Strege & Co472,990$12.9M3.1%-26,28213F-HRTimeline
Level Financial Advisors469,132$12.8M3.61%+42,35613F-HRTimeline
Evanson Asset Management, LLC413,890$11.3M0.64%+61,44513F-HRTimeline
Geometric Wealth Advisors400,450$10.9M1.46%+32,78613F-HRTimeline
Parkshore Wealth Management, Inc.387,241$10.6M4.31%+76,17113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC386,614$10.6M0.01%+24,98613F-HRTimeline
Sprinkle Financial Consultants LLC345,974$9.45M5.28%+6,03313F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC345,300$9.43M6.26%-28,61113F-HRTimeline
Financial Engines Advisors L.L.C.327,950$8.96M0.02%+6,22813F-HRTimeline
AWM CAPITAL, LLC314,042$8.58M0.78%+57,78013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.284,228$7.76M3.37%+12,31313F-HRTimeline
Apella Capital, LLC280,865$7.66M0.17%+21,86913F-HRTimeline
American Investment Services, Inc.279,919$7.64M1.84%+28,27913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…280,434$7.6M0.01%+84,96013F-HRTimeline
RFG Advisory, LLC278,198$7.6M0.16%+1,81013F-HRTimeline
Vestmark Advisory Solutions, Inc.271,612$7.42M0.14%-229,14413F-HRTimeline
North Ridge Wealth Advisors, Inc.271,499$7.41M4.24%+13,65513F-HRTimeline
SJS Investment Consulting Inc.265,321$7.25M0.99%+29,17613F-HRTimeline
REAP Financial Group, LLC254,642$6.95M1.51%+30,09413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC249,734$6.82M<0.01%+26,96913F-HRTimelineGroup
Peirce Capital Management, LLC243,600$6.65M2.77%+2,27613F-HRTimeline
GeoWealth Management, LLC234,629$6.41M0.23%+26,63713F-HRTimeline
Wealth Architects, LLC234,234$6.4M0.6%+12,51413F-HRTimeline
Hemington Wealth Management215,061$5.87M0.76%+40,12313F-HRTimeline
Tilson Financial Group, Inc.209,114$5.71M1.88%+2,27413F-HRTimeline
Sterling Financial Planning, Inc.206,621$5.64M1.78%+4,05313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…204,646$5.59M0.22%+14,12413F-HRTimelineGroup
Burk Holdings LLC200,862$5.49M2.93%+12,34313F-HRTimeline
AdvisorNet Financial, Inc196,131$5.36M0.3%+6,43613F-HRTimeline
McMill Wealth Management193,888$5.3M1.51%+18,69913F-HRTimeline
XY Planning Network, Inc.189,126$5.07M1.73%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO183,007$5M<0.01%+46,32113F-HR/ATimelineGroup
HFM Investment Advisors, LLC181,998$4.97M2.02%+21,56313F-HRTimeline
New Dimensions Wealth Management, LLC181,282$4.95M4.34%+7,07513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.179,651$4.91M0.12%013F-HRTimelineGroup
Vawter Financial, Ltd.176,967$4.83M2.19%+163,28213F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC175,149$4.78M0.02%-16,92213F-HRTimelineGroup
Shotwell Rutter Baer Inc174,862$4.72M3.04%+3,61313F-HRTimeline
CogentBlue Wealth Advisors, LLC172,305$4.71M3.21%new13F-HRTimeline
Forum Private Client Group LLC169,248$4.62M1.65%+13,16113F-HRTimeline
von Borstel & Associates, Inc.162,432$4.42M0.68%+10,00613F-HRTimeline
Balanced Rock Investment Advisors LLC156,992$4.29M3.13%+11,87913F-HRTimeline
New Capital Management LP156,906$4.29M1.12%-17,20413F-HRTimeline
JDH Wealth Management, LLC155,833$4.26M3.02%+11,45813F-HRTimeline
Clarity Wealth Development LLC147,405$4.03M3.64%+8,29913F-HRTimeline
Colorado Capital Management, Inc.146,699$4.01M1.55%+10,83513F-HRTimeline
Cherry Tree Wealth Management, LLC144,911$3.96M0.87%+14,28213F-HRTimeline
LAM GROUP, INC.144,545$3.95M2.45%-97013F-HRTimeline
Ruedi Wealth Management, Inc.142,903$3.9M1.09%+9,36713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.139,337$3.81M1.2%+19,72513F-HRTimeline
LRI Investments, LLC139,094$3.8M0.31%-2,28013F-HRTimeline
Mach-1 Financial Group, LLC138,353$3.78M0.6%new13F-HRTimeline
Integrity Advisory Solutions, LLC138,353$3.78M0.6%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,326$3.77M0.01%+16,45913F-HRTimelineGroup
COOPER/HAIMS ADVISORS, LLC136,534$3.73M1.74%+8,97413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management129,831$3.55M0.12%+60813F-HRTimelineGroup
MOSAIC FAMILY WEALTH PARTNERS, LLC129,142$3.51M0.41%-6,09913F-HRTimeline
Betterment LLC127,922$3.49M0.01%+15,06113F-HRTimeline
INTEGRITY ALLIANCE, LLC.124,504$3.4M0.16%+5,20913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …123,283$3.37M0.2%+8,48313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV116,347$3.18M0.01%+7,96513F-HRTimeline
GREAT LAKES ADVISORS, LLC113,718$3.11M0.03%+98,23713F-HRTimeline
Burton Enright Welch111,174$3.04M0.46%-71913F-HRTimeline
Krilogy Financial LLC108,602$2.93M0.11%+12,91213F-HRTimeline
Mattern Wealth Management LLC102,885$2.81M0.56%+5,67913F-HRTimeline
Chicago Partners Investment Group LLC101,304$2.77M0.07%-85113F-HRTimeline
Porter White Investment Advisors, Inc.98,410$2.69M1.15%+18213F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.97,017$2.65M0.11%+61,33613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC94,802$2.59M<0.01%-277,32413F-HRTimelineGroup
NewEdge Advisors, LLC93,814$2.56M0.01%-13,59513F-HRTimeline
Tactive Advisors, LLC92,727$2.53M0.72%new13F-HRTimeline
Allworth Financial LP92,306$2.52M0.01%+78,35513F-HRTimeline
Longview Financial Advisors LLC91,896$2.51M1.45%+2,21413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC90,872$2.48M0.56%new13F-HRTimeline
Yardley Wealth Management LLC90,802$2.48M1.39%-6,16213F-HRTimeline
Hill Investment Group Partners, LLC89,437$2.44M0.3%-22613F-HRTimeline
Farther Finance Advisors, LLC88,540$2.42M0.04%+8,27713F-HRTimeline
Trust Co of the South87,016$2.38M0.39%-6,95213F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS86,701$2.37M1.37%+24,89013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC86,264$2.36M0.39%-4,17513F-HRTimeline
Sterling Wealth Management, Inc.86,215$2.35M0.71%+7,37713F-HRTimeline
MML INVESTORS SERVICES, LLC86,124$2.35M0.01%+6,66513F-HRTimeline
Avant Financial Advisors LLC83,554$2.28M1.72%+5,39313F-HRTimeline
SAGE RHINO CAPITAL LLC82,448$2.25M0.44%+2,33013F-HRTimeline
Aegis Wealth Management LLC81,116$2.22M1.19%+2,97413F-HRTimeline
Wealth Advisors Northwest LLC80,055$2.19M1.06%+13,92113F-HRTimeline
Orion Porfolio Solutions, LLC79,169$2.16M0.02%+4,50613F-HRTimeline
D.A. DAVIDSON & CO.76,772$2.1M0.01%+2,21513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …75,866$2.07M0.04%+7,32913F-HRTimelineGroup
CLARIS ADVISORS, LLC / MO /75,368$2.02M0.7%013F-HRTimeline
Cypress Point Wealth Management, LLC72,690$1.99M0.4%-40,14613F-HRTimeline
Physician Wealth Solutions Inc.67,554$1.84M0.81%+9,82013F-HRTimeline
SC&H Financial Advisors, Inc.64,055$1.75M0.29%+44513F-HRTimeline
KEB ASSET MANAGEMENT, LLC62,818$1.72M0.38%+6,06913F-HRTimeline
Meritas Wealth Management, LLC62,313$1.7M0.84%+1,02613F-HRTimeline
Creative Planningin group Creative Planning62,184$1.7M<0.01%+8,92013F-HRTimelineGroup
SageOak Financial, LLC61,350$1.68M1.23%+3,00113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.60,583$1.65M0.6%+4,74713F-HRTimeline
POINCIANA ADVISORS GROUP, LLC60,496$1.65M1.4%+23213F-HRTimeline
Sterling Wealth Advisors Inc58,971$1.62M1.03%new13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC58,891$1.61M1.09%-1,25613F-HRTimeline
KM Capital Management Ltd.58,188$1.59M0.73%+18,50513F-HRTimeline
Parkwoods Wealth Partners, LLC57,022$1.56M0.53%new13F-HRTimeline
Timonier Family Office, LTD.56,547$1.54M0.51%+39013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,538$1.54M<0.01%-26,64713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS55,577$1.52M<0.01%-6,76213F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…51,568$1.41M0.22%+1,85313F-HRTimeline
KFG WEALTH MANAGEMENT, LLC51,440$1.4M0.2%+2,80913F-HRTimeline
W.H. Cornerstone Investments Inc.50,861$1.39M0.85%+1,89213F-HRTimeline
McNamara Financial Services, Inc.50,271$1.37M0.26%+1,56513F-HRTimeline
BWM Planning, LLC49,775$1.36M0.4%+14,65613F-HRTimeline
Abel Hall, LLC49,537$1.35M0.55%+4,60213F-HRTimeline
Outbound Financial Inc48,518$1.33M1.08%+3,86513F-HRTimeline
Ridgeline Wealth, LLC46,873$1.28M0.94%+1,80113F-HRTimeline
Geneos Wealth Management Inc.46,585$1.27M0.03%+1,97213F-HRTimeline
Vantage Point Financial LLC44,840$1.22M0.47%+5,29213F-HRTimeline
Savvy Advisors, Inc.43,048$1.18M0.05%+56213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP42,019$1.15M<0.01%-41113F-HRTimelineGroup
Visionary Horizons, LLC40,358$1.1M0.62%+96713F-HRTimeline
Heritage Investment Group, Inc.39,882$1.09M0.17%+1713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC39,257$1.07M<0.01%+6,37713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC38,708$1.06M0.01%+13,48813F-HRTimelineGroup
Modera Wealth Management, LLC37,704$1.03M0.01%+76613F-HRTimeline
Blue Trust, Inc.37,463$1.02M0.01%+44813F-HRTimeline
KEYVANTAGE WEALTH, LLC37,333$1.02M0.43%+1,95613F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC37,170$1.02M0.67%+2,83613F-HRTimeline
QUARRY HILL ADVISORS, LLC37,125$1.01M0.52%+14713F-HRTimeline
Integrated Wealth Concepts LLC36,859$1.01M0.01%+1,01313F-HRTimeline
McLean Asset Management Corp32,591$888K0.18%new13F-HRTimeline
Private Advisor Group, LLC31,947$872K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC31,359$856K0.23%+3,02313F-HRTimeline
Mariner, LLCin group Mariner, LLC30,852$843K<0.01%-68113F-HRTimelineGroup
Equita Financial Network, Inc.29,577$808K0.27%-56913F-HRTimeline
SUTTON PLACE INVESTORS LLC29,021$793K0.45%+1,97713F-HRTimeline
Greenspring Advisors, LLC28,911$790K0.14%13F-HRTimeline
My Personal CFO, LLC28,078$767K0.3%new13F-HRTimeline
Foundation Wealth Management, LLC\PA28,078$767K0.3%-6,20613F-HRTimeline
IFG Advisory, LLC27,599$754K0.03%+1,67313F-HRTimeline
Abacus Wealth Partners, LLC26,829$733K0.11%+2,79213F-HRTimeline
Core Wealth Management, Inc.26,469$723K0.23%+4,27813F-HRTimeline
SOL Capital Management CO26,135$714K0.06%-2,22513F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC25,947$709K0.28%+1,29913F-HRTimeline
Foundations Investment Advisors, LLC25,155$687K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC24,825$678K<0.01%-1,66113F-HRTimelineGroup
Signal Advisors Wealth, LLC24,550$670K0.06%+1,27913F-HRTimeline
Hutchens & Kramer Investment Management…24,091$658K0.26%-1,62313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,768$649K<0.01%+1,06913F-HRTimelineGroup
McGrath & Associates, Inc.22,725$621K0.92%-1,62613F-HRTimeline
Seaside Wealth Management, Inc.22,488$614K0.18%-2,87813F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA22,280$608K0.11%+2,93613F-HRTimeline
Aerodigm Wealth, LLC21,913$601K0.25%+2,16813F-HRTimeline
OLD MISSION CAPITAL LLC21,993$601K0.02%new13F-HRTimeline
Shearwater Capital LLC21,555$589K0.35%+1,64713F-HRTimeline
MISSION WEALTH MANAGEMENT, LP21,234$580K0.01%+1,70713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,250$553K0.01%+1,25313F-HRTimelineGroup
CLIENT 1ST ADVISORY GROUP, LLC20,112$549K0.18%-6,26313F-HRTimeline
Wealthstream Advisors, Inc.19,741$539K0.08%+29513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.19,095$521K<0.01%+82613F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC19,308$521K0.05%-10713F-HRTimeline
Cyndeo Wealth Partners, LLC18,836$514K0.03%+33713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,776$513K0.12%+22513F-HRTimeline
Foster Group, Inc.18,705$511K0.02%new13F-HRTimeline
First Pacific Financial18,415$503K0.07%+13713F-HRTimeline
Austin Private Wealth, LLC18,193$497K0.04%+2,16013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …18,330$493K0.03%+2,64113F-HRTimelineGroup
Cetera Investment Advisers17,417$476K<0.01%new13F-HRTimeline
Capstone Wealth Management, LLC17,260$471K0.36%+2,25913F-HRTimeline
Leading Edge Financial Planning LLC15,650$427K0.11%+98813F-HRTimeline