DIMENSIONAL ETF TRUST (DFGP)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
177
Reporting holders
$2.2B
Reported value
0.0%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | $370.7M | 6,807,681 | 4.76% | 10q | +4.1%+$14.6M |
| MASECO LLP | $223.7M | 4,107,724 | 6.29% | 5q | +6.7%+$14.0M |
| Symmetry Partners, LLC | $136.1M | 2,499,991 | 6.94% | 3q | -1.7%-$2.3M |
| Beacon Pointe Advisors, LLC | $63.7M | 1,170,296 | 0.30% | 4q | -1.2%-$771.2K |
| WPWealth LLP | $58.6M | 1,076,585 | 8.70% | 7q | -9.4%-$6.1M |
| Ruedi Wealth Management, Inc. | $57.4M | 1,053,280 | 13.46% | 11q | +6.1%+$3.3M |
| CURIO WEALTH, LLC | $50.7M | 930,622 | 15.73% | 7q | +11.1%+$5.0M |
| Integrity Advisory Solutions, LLC | $49.9M | 916,984 | 5.14% | 4q | +17.5%+$7.4M |
| Vestmark Advisory Solutions, Inc. | $46.7M | 857,514 | 0.44% | 11q | HELD |
| PENOBSCOT WEALTH MANAGEMENT | $45.8M | 841,792 | 12.26% | 10q | -6.9%-$3.4M |
| Beaird Harris Wealth Management, LLC | $40.5M | 743,391 | 2.54% | 5q | +17.5%+$6.0M |
| ENVESTNET ASSET MANAGEMENT INC | $38.8M | 712,638 | 0.01% | 11q | +4.0%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $38.6M | 708,687 | 0.00% | 10q | +15.3%+$5.1M |
| TCI Wealth Advisors, Inc. | $37.3M | 685,446 | 1.62% | 11q | +11.5%+$3.9M |
| INTEGRITY ALLIANCE, LLC. | $35.4M | 649,402 | 1.11% | 6q | +5.5%+$1.8M |
| AE Wealth Management LLC | $33.3M | 610,795 | 0.16% | 9q | +4.7%+$1.5M |
| Allworth Financial LP | $32.5M | 597,304 | 0.14% | 4q | +37.2%+$8.8M |
| MilWealth Group LLC | $30.3M | 556,533 | 6.46% | 11q | +8.6%+$2.4M |
| Integrated Wealth Concepts LLC | $30.2M | 554,217 | 0.15% | 4q | +92.7%+$14.5M |
| Wealth Advisors Northwest LLC | $29.3M | 538,423 | 10.00% | 7q | +62.9%+$11.3M |
| Straight Path Wealth Management | $28.2M | 517,408 | 6.59% | 8q | +5.8%+$1.6M |
| DiNuzzo Private Wealth, Inc. | $27.4M | 502,670 | 2.71% | 11q | +9.2%+$2.3M |
| JONES FINANCIAL COMPANIES LLLP | $26.4M | 482,694 | 0.01% | new | NEW |
| RFG Advisory, LLC | $25.1M | 461,737 | 0.39% | 6q | +5.3%+$1.3M |
| United Wealth Management, LLC | $24.4M | 448,547 | 5.50% | 7q | +5.8%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.8M | 436,461 | 0.03% | 11q | +9.9%+$2.1M |
| Quantum Financial Advisors, LLC | $21.4M | 392,244 | 2.11% | 10q | +20.9%+$3.7M |
| STOLZ & ASSOCIATES, PS | $20.7M | 380,781 | 12.94% | 3q | +36.6%+$5.6M |
| Midwest Heritage Bank, FSB | $19.6M | 360,392 | 5.56% | 8q | +4.2%+$784.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $17.6M | 322,380 | 0.13% | 4q | +8.1%+$1.3M |
| Outbound Financial Inc | $16.8M | 307,636 | 10.85% | 5q | +8.7%+$1.3M |
| TruNorth Capital Management, LLC | $16.2M | 298,155 | 2.61% | 7q | +7.8%+$1.2M |
| Savant Capital, LLC | $15.5M | 285,337 | 0.05% | 4q | +31.0%+$3.7M |
| Gradient Capital Advisors, LLC | $12.8M | 234,833 | 2.96% | 7q | +8.2%+$971.1K |
| Wheels Up Wealth, Inc. | $12.4M | 228,468 | 10.55% | 3q | +6.6%+$775.5K |
| Meredith Wealth Planning | $12.4M | 228,393 | 2.94% | 10q | +15.4%+$1.7M |
| GeoWealth Management, LLC | $11.6M | 213,656 | 0.37% | 10q | +3.3%+$372.7K |
| Dynamic Advisor Solutions LLC | $10.7M | 197,120 | 0.30% | 6q | -1.2%-$132.3K |
| GRAND WEALTH MANAGEMENT, LLC | $10.7M | 196,912 | 4.47% | 10q | +8.9%+$875.0K |
| OLD MISSION CAPITAL LLC | $10.5M | 192,871 | 0.17% | new | NEW |
| Archford Capital Strategies, LLC | $10.4M | 191,581 | 1.06% | 4q | +3.9%+$391.8K |
| Modera Wealth Management, LLC | $10.2M | 186,495 | 0.11% | 7q | -0.9%-$91.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.1M | 184,792 | 0.00% | 2q | HELD |
| Fort Vancouver Investment Management, LLC | $10.0M | 183,660 | 4.67% | 2q | +9.0%+$828.8K |
| Signature Resources Capital Management, LLC | $9.5M | 174,708 | 3.75% | 5q | +11.0%+$942.5K |
| FIDUCIARY FINANCIAL ADVISORS | $9.4M | 173,102 | 0.96% | 2q | +54.1%+$3.3M |
| Apella Capital, LLC | $9.1M | 167,820 | 0.13% | 7q | +573.3%+$7.7M |
| CSP Financial Group, LLC | $9.1M | 166,233 | 7.72% | 2q | +10.1%+$828.8K |
| Kestra Advisory Services, LLC | $8.9M | 163,638 | 0.03% | 11q | +14.3%+$1.1M |
| VESTIA PERSONAL WEALTH ADVISORS | $8.6M | 319,534 | 3.35% | 2q | +181.7%+$5.5M |
| OneDigital Investment Advisors LLC | $8.6M | 157,662 | 0.07% | 10q | +20.1%+$1.4M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $8.5M | 156,964 | 4.36% | 7q | -3.2%-$284.4K |
| Kings Path Partners LLC | $8.3M | 152,709 | 2.21% | 6q | -45.9%-$7.0M |
| AA Financial Advisors, LLC | $8.2M | 150,128 | 0.98% | 2q | -1.8%-$149.3K |
| LPL Financial LLC | $8.0M | 146,512 | 0.00% | 8q | +66.1%+$3.2M |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $7.6M | 139,541 | 2.26% | 10q | +10.1%+$694.6K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $7.6M | 138,782 | 4.09% | 8q | +11.1%+$756.2K |
| Visionary Wealth Advisors | $7.1M | 131,199 | 0.28% | new | NEW |
| JPMORGAN CHASE & CO | $6.7M | 123,220 | 0.00% | 9q | +81.9%+$3.0M |
| Applied Capital LLC | $6.6M | 120,737 | 2.12% | 11q | +2.4%+$156.3K |
| Mariner, LLC | $6.4M | 118,141 | 0.01% | 6q | -0.9%-$56.4K |
| Mission Hills Financial Advisory, LLC | $5.8M | 106,371 | 2.54% | new | NEW |
| Farther Finance Advisors, LLC | $5.8M | 106,007 | 0.05% | 8q | -16.1%-$1.1M |
| CITIGROUP INC | $5.6M | 102,852 | 0.00% | 8q | +83.3%+$2.5M |
| Krilogy Financial LLC | $5.4M | 100,017 | 0.16% | 10q | +4.2%+$221.9K |
| City State Bank | $5.3M | 97,780 | 1.22% | 8q | +11.3%+$541.1K |
| HFM Investment Advisors, LLC | $5.2M | 94,751 | 1.81% | 5q | +1.4%+$70.9K |
| marrick wealth, LLC | $4.9M | 90,617 | 3.50% | 3q | +2.0%+$98.4K |
| 55 North Private Wealth, LLC | $4.9M | 90,588 | 0.97% | 3q | +11.5%+$510.7K |
| International Private Wealth Advisors LLC | $4.7M | 85,888 | 2.41% | 4q | +2.0%+$93.8K |
| Disciplined Investors, L.L.C. | $4.6M | 84,137 | 2.29% | 7q | +29.8%+$1.1M |
| OSAIC HOLDINGS, INC. | $4.5M | 82,717 | 0.01% | 10q | +16.2%+$626.7K |
| Vise Technologies, Inc. | $4.4M | 80,221 | 0.05% | 3q | +1364.2%+$4.1M |
| WELLS FARGO & COMPANY/MN | $4.2M | 77,958 | 0.00% | 4q | +110.4%+$2.2M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $4.2M | 76,752 | 0.80% | 10q | HELD |
| Root Financial Partners, LLC | $4.1M | 75,160 | 0.16% | 4q | +7168.9%+$4.0M |
| Professional Financial Advisors, LLC | $4.1M | 75,128 | 0.71% | 2q | +14.5%+$518.0K |
| Acorn Wealth Advisors, LLC | $4.1M | 74,907 | 0.99% | 10q | +28.2%+$896.7K |
| Wealthcare Advisory Partners LLC | $3.9M | 70,898 | 0.07% | 6q | +5.2%+$191.2K |
| SAX WEALTH ADVISORS, LLC | $3.8M | 70,505 | 0.15% | 8q | +28.2%+$836.7K |
| JANE STREET GROUP, LLC | $3.6M | 65,738 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $3.4M | 62,608 | 0.01% | 7q | +19.7%+$560.7K |
| NewEdge Advisors, LLC | $3.4M | 61,709 | 0.01% | 11q | -1.3%-$45.2K |
| Keating Financial Advisory Services, Inc. | $3.2M | 58,585 | 0.42% | 3q | +48.0%+$1.0M |
| Glassy Mountain Advisors, Inc. | $3.1M | 56,777 | 0.85% | new | NEW |
| PFG Advisors | $3.1M | 56,189 | 0.15% | 3q | +7.7%+$219.0K |
| Abel Hall, LLC | $2.8M | 51,673 | 0.49% | 9q | +12.2%+$305.4K |
| NWAM LLC | $2.7M | 50,162 | 0.14% | 8q | +23.4%+$518.9K |
| Cerity Partners LLC | $2.6M | 48,363 | 0.00% | 2q | +2.6%+$67.7K |
| Foster Group, Inc. | $2.5M | 46,605 | 0.07% | 5q | +1.1%+$28.0K |
| Two West Capital Advisors LLC | $2.3M | 42,916 | 1.15% | 9q | +9.1%+$194.0K |
| GOLDMAN SACHS GROUP INC | $2.3M | 41,620 | 0.00% | new | NEW |
| MASTER'S WEALTH MANAGEMENT INC. | $2.2M | 40,334 | 0.66% | 7q | -27.1%-$815.5K |
| TRUIST FINANCIAL CORP | $2.2M | 40,112 | 0.00% | 11q | -22.8%-$644.9K |
| Foundry Financial LLC | $2.0M | 37,566 | 0.69% | 3q | +6.7%+$127.8K |
| XY Planning Network, Inc. | $2.0M | 37,557 | 0.26% | 6q | +1.5%+$29.6K |
| American Investment Services, Inc. | $2.0M | 37,315 | 0.43% | 11q | +3.4%+$66.5K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.0M | 36,839 | 0.03% | 7q | +24.4%+$393.2K |
| FIRETHORN WEALTH PARTNERS, LLC | $1.9M | 34,710 | 0.61% | 11q | +1.6%+$30.7K |
| Parkwoods Wealth Partners, LLC | $1.8M | 33,909 | 0.30% | 6q | +21.6%+$327.8K |
Showing the largest 100 of 184 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 177 | $2.2B | 40,126,231 | 19 | 115 | 25 | 0.0% |
| Q1 2026 | 166 | $1.9B | 35,927,228 | 27 | 106 | 16 | 0.0% |
| Q4 2025 | 153 | $1.8B | 32,508,494 | 19 | 90 | 23 | 0.0% |
| Q3 2025 | 134 | $1.5B | 26,981,037 | 21 | 79 | 16 | 0.0% |
| Q2 2025 | 121 | $1.3B | 23,432,347 | 20 | 59 | 26 | 0.0% |
| Q1 2025 | 106 | $902.3M | 16,887,177 | 17 | 57 | 21 | 0.0% |
| Q4 2024 | 98 | $784.4M | 14,848,370 | 25 | 54 | 5 | 0.0% |
| Q3 2024 | 66 | $630.2M | 11,436,530 | 21 | 35 | 7 | 0.0% |
| Q2 2024 | 48 | $538.3M | 10,173,193 | 14 | 29 | 3 | 0.0% |
| Q1 2024 | 34 | $456.8M | 8,557,569 | 16 | 16 | 2 | 0.0% |
| Q4 2023 | 21 | $139.1M | 2,614,067 | 20 | 0 | 0 | 0.0% |