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Disclosery

DFGR DIMENSIONAL ETF TRUST

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COM (fund)

316 managers (318 13F filers) reported a position in DFGR shares at 2026-03-31, 100,332,520 shares in all. 28 filers opened a position and 17 filers sold out during the quarter.

Managers
316
13F filers
318
New
28
Added
205
Reduced
65
Sold out
17
Shares held by filers
100,332,520

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LP17,521,862$466M6.59%+882,96013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC12,749,013$339M1.64%+2,309,62813F-HRTimelineGroup
JMG Financial Group, Ltd.6,344,111$169M4.64%+642,45313F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding5,851,741$155M+1,777,484Timeline
BRIGHTON JONES LLC2,798,216$74.4M1.64%+187,01613F-HR/ATimeline
TCI Wealth Advisors, Inc.2,784,684$74M3.93%+130,16813F-HRTimeline
Wealthspire Advisors, LLC2,755,256$73.2M0.58%+12,56213F-HRTimeline
LifeGuide Financial Advisors, LLC2,509,620$66.7M21.33%+96,91413F-HRTimeline
DiNuzzo Private Wealth, Inc.1,839,517$48.9M5.27%+23,58813F-HRTimeline
MASECO LLP1,556,109$41.3M1.3%+84,70013F-HRTimeline
LPL Financial LLC1,218,381$32.4M0.01%+51,45513F-HRTimeline
Rather & Kittrell, Inc.1,109,900$29.5M4.55%+80,18313F-HRTimeline
Summit Financial Strategies, Inc.1,062,100$28.2M2.22%+104,67013F-HRTimeline
Rockwood Wealth Management, LLC1,006,511$26.8M1.92%+105,29013F-HRTimeline
WPWealth LLP963,275$25.6M3.91%+31,81813F-HRTimeline
Financial Plan, Inc.927,539$24.7M2.64%+76,18613F-HRTimeline
Wescott Financial Advisory Group, LLC908,162$24.1M2.12%-65,31513F-HRTimeline
Guardian Wealth Management, LLC905,321$24.1M7.3%+31,85413F-HRTimeline
Creative Capital Management Investments…898,626$23.9M6.85%+93,03113F-HRTimeline
Great Waters Wealth Management888,367$23.6M2.5%+57,21413F-HRTimeline
Index Fund Advisors, Inc.881,680$23.4M1.05%+24,97313F-HRTimeline
Verisail Partners, LLC862,304$22.9M9.3%+17,78413F-HRTimeline
OneDigital Investment Advisors LLC820,150$21.8M0.21%+17,73613F-HRTimeline
Beacon Pointe Advisors, LLC813,973$21.6M0.11%-101,36413F-HRTimeline
CWM, LLCin group CWM, LLC705,922$18.8M0.05%+125,15413F-HRTimelineGroup
RS CRUM INC.665,326$17.7M3.42%+24,25113F-HRTimeline
Quantum Financial Advisors, LLC646,029$17.2M1.93%-9,08413F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska620,513$16.5M1.67%+57,53813F-HRTimelineGroup
Integris Wealth Management, LLC610,267$16.2M3.73%+15,99913F-HRTimeline
Private Wealth Management Group, LLC608,166$16.2M4.24%+38,84013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC601,668$16M0.02%+399,14213F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP583,571$15.5M0.02%-99,40613F-HRTimelineGroup
Level Financial Advisors582,284$15.5M3.95%+52,61613F-HRTimeline
Evanson Asset Management, LLC562,453$15M0.8%+111,59913F-HRTimeline
Planning Center, Inc.547,107$14.5M1.47%-2,18213F-HRTimeline
Aspen Capital Management, LLC546,636$14.5M3.6%+5,64813F-HRTimeline
Syverson Strege & Co476,086$12.7M3.04%+61013F-HRTimeline
Geometric Wealth Advisors444,723$11.8M1.48%+21,21213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC439,043$11.7M0.02%+20,28513F-HRTimeline
HARBOUR INVESTMENTS, INC.434,842$11.6M0.18%+105,05013F-HRTimeline
Vestmark Advisory Solutions, Inc.411,583$10.9M0.12%+112,23313F-HRTimeline
Sprinkle Financial Consultants LLC375,364$9.98M4.6%+19,17113F-HRTimeline
Elser Financial Planning, Inc364,322$9.74M0.47%new13F-HRTimeline
Apella Capital, LLC330,207$9.57M0.14%+6,56713F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC359,686$9.56M5.48%+11,86413F-HRTimeline
American Investment Services, Inc.358,613$9.53M2.13%+23,97913F-HRTimeline
XY Planning Network, Inc.346,201$9.26M1.48%+36,15513F-HRTimeline
Allworth Financial LP338,740$9M0.04%+149,95013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC336,697$8.95M<0.01%+65,99513F-HRTimelineGroup
AWM CAPITAL, LLC333,037$8.85M0.8%+13,43413F-HRTimeline
SJS Investment Consulting Inc.329,549$8.76M1.07%+31,75313F-HRTimeline
North Ridge Wealth Advisors, Inc.314,570$8.36M4.7%+21,27313F-HRTimeline
REAP Financial Group, LLC314,019$8.35M1.65%+34,63413F-HRTimeline
GREAT LAKES ADVISORS, LLC274,860$7.31M0.06%+149,27113F-HRTimeline
RFG Advisory, LLC273,464$7.27M0.13%-9,56213F-HRTimeline
Wealth Architects, LLC269,415$7.16M0.64%+10,61213F-HRTimeline
McLean Asset Management Corp267,340$7.11M1.24%+119,72413F-HRTimeline
GeoWealth Management, LLC263,669$7.01M0.25%+26,53413F-HRTimeline
Arax Advisory Partners256,897$6.83M0.19%-490,18013F-HRTimeline
Burk Holdings LLC254,363$6.76M2.9%+16,86713F-HRTimeline
Peirce Capital Management, LLC253,023$6.73M2.63%+1,38613F-HRTimeline
CogentBlue Wealth Advisors, LLC245,059$6.51M4.38%013F-HRTimeline
Tilson Financial Group, Inc.244,197$6.49M1.95%+19,33213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…235,644$6.36M0.01%-47,54913F-HRTimeline
Sterling Financial Planning, Inc.235,258$6.25M1.85%+15,87913F-HRTimeline
AdvisorNet Financial, Inc215,422$5.73M0.3%+12,17913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.214,005$5.69M1.6%-129,75513F-HRTimeline
Forum Private Client Group LLC211,347$5.62M1.87%+19,08413F-HRTimeline
Parkshore Wealth Management, Inc.210,980$5.61M1.87%-77,95413F-HRTimeline
HFM Investment Advisors, LLC205,466$5.46M2.1%+19,58513F-HRTimeline
Greenspring Advisors, LLC204,167$5.43M0.33%+16,08613F-HRTimeline
New Dimensions Wealth Management, LLC197,838$5.26M4.47%+4,10213F-HRTimeline
Shotwell Rutter Baer Inc195,171$5.19M3.05%+9,67313F-HRTimeline
Parkwoods Wealth Partners, LLC194,292$5.16M1.27%+81,36813F-HRTimeline
Vawter Financial, Ltd.192,335$5.11M2.15%+8,26413F-HR/ATimeline
Ruedi Wealth Management, Inc.190,966$5.08M1.31%+17,48813F-HRTimeline
New Capital Management LP190,634$5.07M1.25%+42,09913F-HRTimeline
LAM GROUP, INC.188,110$5M2.75%-14,35013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.179,651$4.78M0.1%013F-HRTimelineGroup
Integrity Advisory Solutions, LLC178,855$4.75M0.63%+19,31213F-HRTimeline
Clarity Wealth Development LLC178,255$4.74M3.87%+7,01413F-HRTimeline
JDH Wealth Management, LLC176,715$4.7M3.17%+8,58313F-HRTimeline
von Borstel & Associates, Inc.176,632$4.69M1.07%+5,36813F-HRTimeline
Balanced Rock Investment Advisors LLC175,769$4.67M3.28%+4,57413F-HRTimeline
Financial Engines Advisors L.L.C.172,186$4.58M0.01%-90,40713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management171,325$4.55M0.16%+19,54413F-HRTimelineGroup
EP Wealth Advisors, LLC169,563$4.51M0.02%-38,32913F-HRTimeline
Colorado Capital Management, Inc.166,463$4.42M1.65%+12,33813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC165,547$4.4M0.02%-2,08113F-HRTimelineGroup
Farther Finance Advisors, LLC164,068$4.39M0.04%+10,37313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…163,087$4.33M0.13%-23,86713F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO161,710$4.23M<0.01%+45813F-HR/ATimelineGroup
Cherry Tree Wealth Management, LLC157,447$4.18M0.89%+6,90113F-HRTimeline
COOPER/HAIMS ADVISORS, LLC152,889$4.06M1.91%+6,03313F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS149,240$3.97M1.86%+25,83713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,038$3.91M0.01%-6,68513F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.146,346$3.89M0.15%+7,04913F-HRTimeline
Betterment LLC144,297$3.83M0.01%+3,43413F-HRTimeline
Physician Wealth Solutions Inc.139,040$3.7M1.53%+37,74413F-HRTimeline
LRI Investments, LLC127,832$3.4M0.3%-2,13213F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC124,103$3.3M0.5%+25,44313F-HRTimeline
Krilogy Financial LLC114,273$3.27M0.11%-2,94413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV119,652$3.18M<0.01%+6,43113F-HRTimeline
CLARIS ADVISORS, LLC / MO /119,174$3.17M0.95%+21,28613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC117,504$3.12M0.32%-10,90413F-HRTimeline
Mattern Wealth Management LLC114,599$3.05M0.59%+5,67813F-HRTimeline
COGENT STRATEGIC WEALTH LLC113,828$3.03M3.11%+1,99913F-HRTimeline
Burton Enright Welch110,996$2.95M0.4%-39313F-HRTimeline
Wealth Advisors Northwest LLC110,206$2.93M1.23%+8,74013F-HRTimeline
Chicago Partners Investment Group LLC102,694$2.91M0.07%+53613F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.107,915$2.87M0.12%+5,53113F-HRTimelineGroup
Longview Financial Advisors LLC107,883$2.87M1.56%+6,56213F-HRTimeline
Yardley Wealth Management LLC107,880$2.87M1.47%+10,91813F-HRTimeline
MML INVESTORS SERVICES, LLC104,439$2.78M0.01%+11,68813F-HRTimeline
Porter White Investment Advisors, Inc.102,956$2.74M1.1%+2913F-HRTimeline
KEB ASSET MANAGEMENT, LLC101,572$2.7M0.52%+12,50613F-HRTimeline
SAGE RHINO CAPITAL LLC99,972$2.66M0.5%+15,41613F-HRTimeline
Sterling Wealth Management, Inc.99,167$2.64M0.72%+4,19113F-HRTimeline
Foundry Financial LLC89,855$2.39M1.01%+15,76613F-HRTimeline
Aegis Wealth Management LLC87,637$2.33M1.33%-5,21713F-HRTimeline
Foundations Investment Advisors, LLC86,769$2.31M0.03%+11,71913F-HRTimeline
UBS Group AGgroup of 2 filers holding86,639$2.3M+86,357Timeline
D.A. DAVIDSON & CO.86,244$2.29M0.01%+2,03713F-HRTimeline
Sterling Wealth Advisors Inc79,101$2.29M1.31%+8313F-HRTimeline
Sensenig Capital Advisors, Inc85,390$2.27M2.33%+2,72113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,198$2.26M<0.01%+19,02313F-HRTimelineGroup
Avant Financial Advisors LLC85,077$2.26M1.59%+1,22413F-HRTimeline
Orion Porfolio Solutions, LLC84,173$2.24M0.02%+1,01813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.80,838$2.15M0.73%+13,72713F-HRTimeline
NewEdge Advisors, LLC78,324$2.08M0.01%-10,95413F-HR/ATimeline
POINCIANA ADVISORS GROUP, LLC77,454$2.06M1.62%+3,00913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …74,205$1.97M0.11%+8,85613F-HRTimeline
Vistica Wealth Advisors, LLC71,495$1.9M1.89%-23,44413F-HRTimeline
Hill Investment Group Partners, LLC71,311$1.9M0.21%-16,20413F-HRTimeline
Meritas Wealth Management, LLC70,908$1.88M0.85%+8,58113F-HRTimeline
Creative Planningin group Creative Planning70,354$1.87M<0.01%+2,99913F-HRTimelineGroup
SC&H Financial Advisors, Inc.67,371$1.79M0.27%+2,05013F-HRTimeline
First Command Advisory Services, Inc.66,905$1.78M0.01%+52,73513F-HRTimeline
SageOak Financial, LLC66,544$1.77M1.25%+1,61913F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC64,207$1.71M0.42%+9,84813F-HRTimeline
Wheels Up Wealth, Inc.63,195$1.68M1.58%-3,28113F-HRTimeline
CSP Financial Group, LLC60,428$1.61M1.64%13F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC60,427$1.61M1.06%+2,01813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC59,836$1.59M0.01%+10,52213F-HRTimelineGroup
Three Arch Wealth Management LLC59,359$1.58M0.28%-3,43413F-HRTimeline
Tactive Advisors, LLC59,015$1.57M0.44%+1,58913F-HRTimeline
Vantage Point Financial LLC58,059$1.54M0.54%+4,63013F-HRTimeline
Outbound Financial Inc55,725$1.48M1.11%+3,45313F-HRTimeline
Cyndeo Wealth Partners, LLC55,489$1.47M0.08%+4,09113F-HRTimeline
Ridgeline Wealth, LLC55,358$1.47M1.05%+3,00513F-HRTimeline
Optimus Capital Advisors, LLC55,200$1.47M0.87%-5,94713F-HRTimeline
Savvy Advisors, Inc.54,844$1.46M0.04%+8,81113F-HRTimeline
Amicus Financial Advisors, LLC54,633$1.45M0.4%+19,50413F-HRTimeline
McNamara Financial Services, Inc.53,312$1.42M0.27%+1,12713F-HRTimeline
Abel Hall, LLC52,837$1.4M0.3%+1913F-HRTimeline
marrick wealth, LLC51,869$1.38M1.16%+97313F-HRTimeline
Geneos Wealth Management Inc.51,802$1.38M0.03%+5,15913F-HRTimeline
W.H. Cornerstone Investments Inc.51,597$1.37M0.86%-4,46313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC51,247$1.36M0.01%+5,44813F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…50,858$1.35M0.21%+1,26513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …48,105$1.28M0.02%-30,88913F-HRTimelineGroup
Steward Partners Investment Advisory, L…47,575$1.26M0.01%+28,22513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,552$1.26M<0.01%+20,58413F-HRTimelineGroup
KEYVANTAGE WEALTH, LLC46,008$1.22M0.54%+2,62513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS45,270$1.2M<0.01%-4,17713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC44,981$1.2M<0.01%new13F-HRTimelineGroup
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC44,133$1.17M0.72%+2,44413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC43,106$1.15M<0.01%+9,15513F-HRTimelineGroup
Integrated Wealth Concepts LLC42,997$1.14M0.01%+1,35513F-HRTimeline
SUTTON PLACE INVESTORS LLC42,826$1.14M0.62%+10,59113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…42,596$1.13M0.38%+7,14413F-HRTimeline
E-Wealth Partners, LLC42,544$1.13M0.92%+3,41013F-HRTimeline
AA Financial Advisors, LLC42,437$1.13M0.16%new13F-HRTimeline
WorthPointe, LLC42,403$1.13M0.31%+2,00513F-HRTimeline
Heritage Investment Group, Inc.41,222$1.1M0.17%+4,76213F-HRTimeline
Root Financial Partners, LLC40,526$1.08M0.05%+10,74313F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.40,498$1.08M0.36%-7,20613F-HRTimeline
QUARRY HILL ADVISORS, LLC37,034$1.07M0.44%-3,74113F-HRTimeline
Bay Harbor Wealth Management, LLC39,577$1.05M0.27%+5,63913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP38,585$1.03M<0.01%-2,81113F-HRTimelineGroup
Merit Financial Group, LLC38,514$1.02M0.01%new13F-HRTimeline
Proficio Capital Partners LLC38,320$1.02M0.05%-1,52013F-HRTimeline
Brand Asset Management Group, Inc.37,514$997K0.26%+29,85313F-HRTimeline
Modera Wealth Management, LLC37,377$993K0.01%-68413F-HRTimeline
Cypress Point Wealth Management, LLC35,734$950K0.2%-8,93813F-HRTimeline
Core Wealth Management, Inc.35,129$934K0.29%+7,10313F-HRTimeline
Blue Trust, Inc.34,362$913K0.01%+65513F-HRTimeline
Cambridge Investment Research Advisors,…33,500$890K<0.01%+4,55813F-HRTimeline
Acorn Wealth Advisors, LLC33,325$886K0.26%+6,96513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP32,825$873K0.02%+5,71413F-HRTimeline
Equita Financial Network, Inc.31,498$837K0.26%+4113F-HRTimeline
Cogent Private Wealth, Inc.29,910$795K0.57%+1,63113F-HRTimeline
Vise Technologies, Inc.29,809$788K0.02%013F-HRTimeline
Abacus Planning Group, Inc.29,298$779K0.1%+11,10813F-HRTimeline
Signal Advisors Wealth, LLC28,383$754K0.05%+1,03513F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA28,246$751K0.14%+3,81413F-HRTimeline
Mariner, LLCin group Mariner, LLC27,897$742K<0.01%-2,93613F-HRTimelineGroup
KM Capital Management Ltd.25,546$735K0.49%-4,12413F-HRTimeline
BWM Planning, LLC27,542$732K0.19%-25,13713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC27,213$723K0.03%new13F-HRTimelineGroup