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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

314 managers (315 13F filers) reported a position in DFGR shares at 2025-12-31, 92,364,633 shares in all. 20 filers opened a position and 11 filers sold out during the quarter.

Managers
314
13F filers
315
New
20
Added
198
Reduced
52
Sold out
11
Shares held by filers
92,364,633

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LP16,638,902$440M5.72%+1,187,68813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,439,385$276M1.57%+2,763,61813F-HRTimelineGroup
JMG Financial Group, Ltd.5,701,658$151M4.23%+346,33113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,074,257$108M-462,700Timeline
Wealthspire Advisors, LLC2,742,694$72.5M0.58%+204,06913F-HRTimeline
TCI Wealth Advisors, Inc.2,654,516$70.1M3.87%+396,12113F-HRTimeline
BRIGHTON JONES LLC2,611,200$69M2.54%+212,05013F-HRTimeline
LifeGuide Financial Advisors, LLC2,412,706$63.9M21.19%+226,64413F-HRTimeline
DiNuzzo Private Wealth, Inc.1,815,929$48M5.22%+127,67513F-HRTimeline
MASECO LLP1,471,409$38.9M1.69%+79,40713F-HRTimeline
LPL Financial LLC1,166,926$30.8M0.01%+113,53813F-HRTimeline
Rather & Kittrell, Inc.1,029,717$27.2M4.38%+167,88913F-HRTimeline
Wescott Financial Advisory Group, LLC973,477$25.7M2.24%+3,47913F-HRTimeline
Summit Financial Strategies, Inc.957,430$25.3M2.08%+88,06913F-HRTimeline
WPWealth LLP931,457$24.6M3.85%+62,55013F-HRTimeline
Beacon Pointe Advisors, LLC915,337$24.2M0.17%+241,46513F-HRTimeline
Rockwood Wealth Management, LLC901,221$23.8M1.78%+188,27513F-HRTimeline
Guardian Wealth Management, LLC873,467$23.1M7.32%13F-HRTimeline
Index Fund Advisors, Inc.856,707$22.6M1.06%+65,50713F-HRTimeline
Financial Plan, Inc.851,353$22.5M2.58%13F-HRTimeline
Verisail Partners, LLC844,520$22.3M9.16%+50,43713F-HRTimeline
Great Waters Wealth Management831,153$22M2.42%+113,77413F-HRTimeline
Creative Capital Management Investments…805,595$21.3M6.42%+73,66613F-HRTimeline
OneDigital Investment Advisors LLC802,414$21.2M0.21%+37,79213F-HRTimeline
Arax Advisory Partners747,077$19.7M0.57%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP682,977$18M0.02%+104,59613F-HR/ATimelineGroup
Quantum Financial Advisors, LLC655,113$17.3M1.94%+66813F-HRTimeline
RS CRUM INC.641,075$16.9M3.38%+26,91713F-HRTimeline
Integris Wealth Management, LLC594,268$15.7M3.57%+38,76913F-HRTimeline
CWM, LLCin group CWM, LLC580,768$15.3M0.04%+575,83813F-HRTimelineGroup
Private Wealth Management Group, LLC569,326$15M4.02%+23,11113F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska562,975$14.9M1.7%+88,65213F-HRTimelineGroup
Planning Center, Inc.549,289$14.5M1.48%+11,29813F-HRTimeline
Aspen Capital Management, LLC540,988$14.3M3.54%+40,84413F-HRTimeline
Level Financial Advisors529,668$14M3.7%+60,53613F-HRTimeline
Syverson Strege & Co475,476$12.6M2.97%+2,48613F-HRTimeline
Evanson Asset Management, LLC450,854$11.9M0.64%+36,96413F-HRTimeline
Geometric Wealth Advisors423,511$11.2M1.44%+23,06113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC418,758$11.1M0.01%+32,14413F-HRTimeline
Sprinkle Financial Consultants LLC356,193$9.41M4.78%+10,21913F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC347,822$9.19M5.69%+2,52213F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.343,760$9.15M1.35%+204,42313F-HRTimeline
American Investment Services, Inc.334,634$8.84M2.05%+54,71513F-HRTimeline
HARBOUR INVESTMENTS, INC.329,792$8.71M0.18%+329,23613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC325,095$8.59M0.01%+268,55713F-HRTimelineGroup
Apella Capital, LLC323,640$8.55M0.17%+42,77513F-HRTimeline
AWM CAPITAL, LLC319,603$8.44M0.77%+5,56113F-HRTimeline
XY Planning Network, Inc.310,046$8.19M1.43%+120,92013F-HRTimeline
Vestmark Advisory Solutions, Inc.299,350$7.91M0.11%+27,73813F-HRTimeline
SJS Investment Consulting Inc.297,796$7.87M1%+32,47513F-HRTimeline
North Ridge Wealth Advisors, Inc.293,297$7.75M4.34%+21,79813F-HRTimeline
Parkshore Wealth Management, Inc.288,934$7.63M2.87%-98,30713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…283,193$7.54M0.01%+2,75913F-HRTimeline
RFG Advisory, LLC283,026$7.48M0.14%+4,82813F-HRTimeline
REAP Financial Group, LLC279,385$7.38M1.5%+24,74313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC270,702$7.15M<0.01%+20,96813F-HRTimelineGroup
Financial Engines Advisors L.L.C.262,593$6.94M0.01%-65,35713F-HRTimeline
Wealth Architects, LLC258,803$6.84M0.62%+24,56913F-HRTimeline
Peirce Capital Management, LLC251,637$6.65M2.65%+8,03713F-HRTimeline
CogentBlue Wealth Advisors, LLC245,059$6.47M4.41%+72,75413F-HRTimeline
Burk Holdings LLC237,496$6.27M2.99%+36,63413F-HRTimeline
GeoWealth Management, LLC237,135$6.27M0.23%+2,50613F-HRTimeline
Tilson Financial Group, Inc.224,865$5.94M1.83%+15,75113F-HRTimeline
McMill Wealth Management219,516$5.8M1.63%+25,62813F-HRTimeline
Sterling Financial Planning, Inc.219,379$5.8M1.75%+12,75813F-HRTimeline
EP Wealth Advisors, LLC207,892$5.49M0.03%13F-HRTimeline
AdvisorNet Financial, Inc203,243$5.37M0.29%+7,11213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC202,526$5.35M0.01%+107,72413F-HRTimelineGroup
LAM GROUP, INC.202,460$5.35M3.06%+57,91513F-HRTimeline
New Dimensions Wealth Management, LLC193,736$5.12M4.38%+12,45413F-HRTimeline
Platform Wealth Management, LLC193,518$5.11M1.36%13F-HRTimeline
Forum Private Client Group LLC192,263$5.08M1.73%+23,01513F-HRTimeline
Allworth Financial LP188,790$4.99M0.02%+96,48413F-HRTimeline
Greenspring Advisors, LLC188,081$4.97M0.3%+159,17013F-HRTimeline
Shotwell Rutter Baer Inc185,498$4.95M2.97%+10,63613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…186,954$4.94M0.18%-17,69213F-HRTimelineGroup
HFM Investment Advisors, LLC185,881$4.91M1.92%+3,88313F-HRTimeline
Vawter Financial, Ltd.184,071$4.86M2.05%+7,10413F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.179,651$4.75M0.1%013F-HRTimelineGroup
Ruedi Wealth Management, Inc.173,478$4.58M1.2%+30,57513F-HRTimeline
Clarity Wealth Development LLC171,241$4.52M3.83%+23,83613F-HRTimeline
von Borstel & Associates, Inc.171,264$4.52M1.06%+8,83213F-HRTimeline
Balanced Rock Investment Advisors LLC171,195$4.52M3.21%+14,20313F-HRTimeline
JDH Wealth Management, LLC168,132$4.44M3.05%+12,29913F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC167,628$4.43M0.02%-7,52113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO161,252$4.26M<0.01%-21,75513F-HRTimelineGroup
Integrity Advisory Solutions, LLC159,543$4.22M0.61%+21,19013F-HRTimeline
Colorado Capital Management, Inc.154,125$4.07M1.53%+7,42613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.153,723$4.06M0.01%+15,39713F-HRTimelineGroup
Farther Finance Advisors, LLC153,695$4.06M0.04%+65,15513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management151,781$4.01M0.13%+21,95013F-HRTimelineGroup
McLean Asset Management Corp147,616$3.98M0.71%+115,02513F-HRTimeline
Cherry Tree Wealth Management, LLC150,546$3.98M0.84%+5,63513F-HRTimeline
New Capital Management LP148,535$3.92M0.99%-8,37113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC146,856$3.88M1.76%+10,32213F-HRTimeline
Betterment LLC140,863$3.72M0.01%+12,94113F-HRTimeline
INTEGRITY ALLIANCE, LLC.139,297$3.68M0.13%+14,79313F-HRTimeline
LRI Investments, LLC129,964$3.43M0.28%-9,13013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC128,408$3.39M0.37%-73413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS123,403$3.33M1.69%+36,70213F-HRTimeline
GREAT LAKES ADVISORS, LLC125,589$3.32M0.03%+11,87113F-HRTimeline
Krilogy Financial LLC117,217$3.16M0.11%+8,61513F-HRTimeline
COGENT STRATEGIC WEALTH LLC111,829$3.01M3.28%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV113,221$2.99M<0.01%-3,12613F-HRTimeline
Parkwoods Wealth Partners, LLC112,924$2.98M0.88%+55,90213F-HRTimeline
Burton Enright Welch111,389$2.94M0.41%+21513F-HRTimeline
Mattern Wealth Management LLC108,921$2.88M0.55%+6,03613F-HRTimeline
Chicago Partners Investment Group LLC102,158$2.75M0.07%+85413F-HRTimeline
Porter White Investment Advisors, Inc.102,927$2.72M1.12%+4,51713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.102,384$2.7M0.11%+5,36713F-HRTimelineGroup
Wealth Advisors Northwest LLC101,466$2.68M1.19%+21,41113F-HRTimeline
Veratis Advisors, Inc.93,451$2.68M2.12%13F-HRTimeline
Longview Financial Advisors LLC101,321$2.68M1.48%+9,42513F-HRTimeline
Physician Wealth Solutions Inc.101,296$2.68M1.14%+33,74213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC98,660$2.61M0.41%+12,39613F-HRTimeline
CLARIS ADVISORS, LLC / MO /97,888$2.59M0.79%+22,52013F-HRTimeline
Yardley Wealth Management LLC96,962$2.56M1.36%+6,16013F-HRTimeline
Sterling Wealth Management, Inc.94,976$2.51M0.72%+8,76113F-HRTimeline
Vistica Wealth Advisors, LLC94,939$2.51M2.5%13F-HRTimeline
Aegis Wealth Management LLC92,854$2.45M1.39%+11,73813F-HRTimeline
MML INVESTORS SERVICES, LLC92,751$2.45M0.01%+6,62713F-HRTimeline
NewEdge Advisors, LLC89,278$2.36M0.01%-4,53613F-HRTimeline
KEB ASSET MANAGEMENT, LLC89,066$2.35M0.48%+26,24813F-HRTimeline
Hill Investment Group Partners, LLC87,515$2.31M0.28%-1,92213F-HRTimeline
SAGE RHINO CAPITAL LLC84,556$2.23M0.42%+2,10813F-HRTimeline
D.A. DAVIDSON & CO.84,207$2.22M0.01%+7,43513F-HRTimeline
Avant Financial Advisors LLC83,853$2.22M1.59%+29913F-HRTimeline
Orion Porfolio Solutions, LLC83,155$2.2M0.02%+3,98613F-HRTimeline
Sensenig Capital Advisors, Inc82,669$2.18M2.22%13F-HRTimeline
Sterling Wealth Advisors Inc79,018$2.09M1.26%+20,04713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …78,994$2.09M0.04%+3,12813F-HRTimelineGroup
Foundations Investment Advisors, LLC75,050$1.98M0.03%+49,89513F-HRTimeline
POINCIANA ADVISORS GROUP, LLC74,445$1.97M1.55%+13,94913F-HRTimeline
Foundry Financial LLC74,089$1.96M1.03%13F-HRTimeline
Creative Planningin group Creative Planning67,355$1.78M<0.01%+5,17113F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.67,111$1.77M0.62%+6,52813F-HRTimeline
Wheels Up Wealth, Inc.66,476$1.76M1.64%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,175$1.75M<0.01%+51,22713F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …65,349$1.73M0.1%-57,93413F-HRTimeline
SC&H Financial Advisors, Inc.65,321$1.73M0.27%+1,26613F-HRTimeline
SageOak Financial, LLC64,925$1.72M1.24%+3,57513F-HRTimeline
Three Arch Wealth Management LLC62,793$1.66M0.31%13F-HRTimeline
Meritas Wealth Management, LLC62,327$1.65M0.79%+1413F-HRTimeline
Optimus Capital Advisors, LLC61,147$1.62M0.95%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC59,914$1.58M0.21%+8,47413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC58,409$1.54M1.03%-48213F-HRTimeline
Tactive Advisors, LLC57,426$1.52M0.44%-35,30113F-HRTimeline
W.H. Cornerstone Investments Inc.56,060$1.48M0.89%+5,19913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC54,359$1.44M0.35%-36,51313F-HRTimeline
Vantage Point Financial LLC53,429$1.41M0.5%+8,58913F-HRTimeline
Abel Hall, LLC52,818$1.4M0.33%+3,28113F-HRTimeline
BWM Planning, LLC52,679$1.39M0.37%+2,90413F-HRTimeline
Ridgeline Wealth, LLC52,353$1.38M0.96%+5,48013F-HRTimeline
Outbound Financial Inc52,272$1.38M1.08%+3,75413F-HRTimeline
McNamara Financial Services, Inc.52,185$1.38M0.26%+1,91413F-HRTimeline
Timonier Family Office, LTD.51,428$1.36M0.43%-5,11913F-HRTimeline
Cyndeo Wealth Partners, LLC51,398$1.36M0.07%+32,56213F-HRTimeline
marrick wealth, LLC50,896$1.34M1.1%13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…49,593$1.31M0.2%-1,97513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,447$1.31M<0.01%-6,13013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC49,314$1.3M0.01%+10,60613F-HRTimelineGroup
MASTER'S WEALTH MANAGEMENT INC.47,704$1.26M0.45%-236,52413F-HRTimeline
Trust Co of the South47,633$1.26M0.2%-39,38313F-HRTimeline
Geneos Wealth Management Inc.46,643$1.23M0.03%+5813F-HRTimeline
Savvy Advisors, Inc.46,033$1.22M0.04%+2,98513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC45,799$1.21M<0.01%+6,54213F-HRTimelineGroup
Cypress Point Wealth Management, LLC44,672$1.18M0.26%-28,01813F-HRTimeline
KEYVANTAGE WEALTH, LLC43,383$1.15M0.49%+6,05013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC41,689$1.1M0.69%+4,51913F-HRTimeline
Integrated Wealth Concepts LLC41,642$1.1M0.01%+4,78313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP41,396$1.09M<0.01%-62313F-HRTimelineGroup
QUARRY HILL ADVISORS, LLC40,775$1.08M0.5%+3,65013F-HRTimeline
WorthPointe, LLC40,398$1.07M0.28%+26,72713F-HRTimeline
Proficio Capital Partners LLC39,840$1.05M0.07%new13F-HRTimeline
E-Wealth Partners, LLC39,134$1.03M0.87%13F-HRTimeline
Modera Wealth Management, LLC38,061$1.01M0.01%+35713F-HRTimeline
Heritage Investment Group, Inc.36,460$963K0.15%-3,42213F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…35,452$937K0.34%+29,40013F-HRTimeline
Amicus Financial Advisors, LLC35,129$928K0.26%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC33,951$897K<0.01%+9,12613F-HRTimelineGroup
Bay Harbor Wealth Management, LLC33,938$897K0.23%+2,57913F-HRTimeline
Blue Trust, Inc.33,707$891K0.01%-3,75613F-HRTimeline
SUTTON PLACE INVESTORS LLC32,235$852K0.47%+3,21413F-HRTimeline
Equita Financial Network, Inc.31,457$831K0.25%+1,88013F-HRTimeline
Mariner, LLCin group Mariner, LLC30,833$815K<0.01%-1913F-HRTimelineGroup
Total Wealth Planning, LLC30,217$798K1.71%-584,53713F-HRTimeline
Vise Technologies, Inc.29,809$788K0.02%new13F-HRTimeline
Root Financial Partners, LLC29,783$787K0.04%+26,07113F-HRTimeline
KM Capital Management Ltd.29,670$784K0.4%-28,51813F-HRTimeline
LJI Wealth Management, LLC29,214$772K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…28,942$765K<0.01%+17,49513F-HRTimeline
Cogent Private Wealth, Inc.28,279$747K0.57%13F-HRTimeline
Core Wealth Management, Inc.28,026$740K0.23%+1,55713F-HRTimeline
Signal Advisors Wealth, LLC27,348$723K0.06%+2,79813F-HRTimeline
Abacus Wealth Partners, LLC27,305$721K0.07%+47613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP27,111$716K0.01%+5,87713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,968$712K<0.01%+12,64113F-HRTimelineGroup
Acorn Wealth Advisors, LLC26,360$696K0.21%+11,49413F-HRTimeline
SOL Capital Management CO25,985$687K0.06%-15013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC25,564$675K0.25%-38313F-HRTimeline