# DIMENSIONAL ETF TRUST (DFGR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/DFGR/

- Reporting holders: 13
- Reported value: $66.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $28.3M | 1,044,549 | 2.5% | 13 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $14.4M | 540,027 | 0.2% | 12 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $10.4M | 383,972 | 4.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.4M | 198,595 | 0.0% | 14 |
| [BAKER TILLY WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1840565-baker-tilly-wealth-management-llc/) | $2.0M | 74,124 | 0.4% | 5 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.9M | 69,454 | 0.2% | 4 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $1.7M | 62,913 | 1.0% | 9 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $883.1K | 32,648 | 0.2% | 5 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $848.1K | 31,352 | 0.1% | 12 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $626.7K | 23,170 | 0.1% | 14 |
| [Vilga Financial Planning LLC](https://holderbook.com/funds/2083456-vilga-financial-planning-llc/) | $263.1K | 9,728 | 0.2% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.2K | 265 | 0.0% | 4 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.8K | 213 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $66.7M |
| Q2 2026 | 340 | $3.1B |
| Q1 2026 | 316 | $2.7B |
| Q4 2025 | 314 | $2.5B |
| Q3 2025 | 280 | $2.2B |
| Q2 2025 | 263 | $2.0B |
| Q1 2025 | 250 | $1.9B |
| Q4 2024 | 245 | $1.8B |
| Q3 2024 | 194 | $1.6B |
| Q2 2024 | 181 | $1.3B |
| Q1 2024 | 161 | $1.2B |
| Q4 2023 | 158 | $1.2B |