DIMENSIONAL ETF TRUST (DFGR)
Institutional ownership reported to the SEC as of Q2 2026, across 15 quarters.
329
Reporting holders
$3.1B
Reported value
0.0%
Held as options
+20
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 | $521.5M | 17,999,719 | 6.70% | 15q | +2.7%+$13.8M |
| Savant Capital, LLC | $444.6M | 15,348,111 | 1.31% | 14q | +20.4%+$75.3M |
| JMG Financial Group, Ltd. | $194.4M | 6,710,457 | 4.70% | 14q | +5.8%+$10.6M |
| Focus Partners Wealth | $114.7M | 3,958,658 | 0.12% | 8q | -2.8%-$3.4M |
| BRIGHTON JONES LLC | $87.8M | 3,030,424 | 1.63% | 15q | -45.9%-$74.3M |
| TCI Wealth Advisors, Inc. | $81.3M | 2,805,784 | 3.52% | 15q | +0.8%+$611.3K |
| Wealthspire Advisors, LLC | $80.5M | 2,777,041 | 0.44% | 8q | +0.8%+$631.1K |
| LifeGuide Financial Advisors, LLC | $75.1M | 2,593,868 | 21.40% | 6q | +3.4%+$2.4M |
| Focus Partners Advisor Solutions, LLC | $62.8M | 2,168,246 | 0.53% | 13q | +22.0%+$11.3M |
| DiNuzzo Private Wealth, Inc. | $53.4M | 1,844,046 | 5.28% | 11q | HELD |
| MASECO LLP | $46.6M | 1,609,286 | 1.31% | 5q | +3.4%+$1.5M |
| LPL Financial LLC | $37.7M | 1,299,964 | 0.01% | 12q | +6.7%+$2.4M |
| Rather & Kittrell, Inc. | $34.6M | 1,193,486 | 4.83% | 11q | +7.5%+$2.4M |
| Rockwood Wealth Management, LLC | $33.4M | 1,152,153 | 2.11% | 7q | +14.5%+$4.2M |
| Summit Financial Strategies, Inc. | $32.4M | 1,116,692 | 2.27% | 11q | +5.1%+$1.6M |
| Creative Capital Management Investments LLC | $30.3M | 1,047,552 | 7.00% | 14q | +16.6%+$4.3M |
| Financial Plan, Inc. | $29.1M | 1,006,202 | 2.77% | 3q | +8.5%+$2.3M |
| Great Waters Wealth Management | $27.6M | 951,736 | 2.55% | 12q | +7.1%+$1.8M |
| WPWealth LLP | $26.9M | 927,899 | 3.99% | 14q | -3.7%-$1.0M |
| Guardian Wealth Management, LLC | $26.4M | 912,517 | 7.41% | 3q | +0.8%+$208.5K |
| Wescott Financial Advisory Group, LLC | $26.0M | 898,892 | 2.02% | 14q | -1.0%-$268.6K |
| Verisail Partners, LLC | $25.2M | 870,403 | 9.35% | 7q | +0.9%+$234.6K |
| OneDigital Investment Advisors LLC | $24.0M | 827,005 | 0.20% | 11q | +0.8%+$198.6K |
| Index Fund Advisors, Inc. | $23.7M | 819,333 | 0.94% | 15q | -7.1%-$1.8M |
| RS CRUM INC. | $19.5M | 674,314 | 3.66% | 15q | +1.4%+$260.4K |
| Beacon Pointe Advisors, LLC | $19.3M | 665,263 | 0.09% | 14q | -18.3%-$4.3M |
| Wealth Management Nebraska | $19.1M | 659,883 | 1.71% | 7q | +6.3%+$1.1M |
| Quantum Financial Advisors, LLC | $18.9M | 653,829 | 1.87% | 14q | +1.2%+$226.0K |
| Integris Wealth Management, LLC | $18.7M | 646,737 | 3.78% | 12q | +6.0%+$1.1M |
| ENVESTNET ASSET MANAGEMENT INC | $18.3M | 631,263 | 0.00% | 15q | +87.5%+$8.5M |
| Private Wealth Management Group, LLC | $17.9M | 618,649 | 4.16% | 11q | +1.7%+$303.7K |
| Level Financial Advisors | $17.9M | 618,117 | 4.00% | 14q | +6.2%+$1.0M |
| Evanson Financial, LLC | $16.6M | 574,362 | 0.81% | new | FIRST |
| Aspen Capital Management, LLC | $16.0M | 553,939 | 3.54% | 6q | +1.3%+$211.6K |
| Planning Center, Inc. | $16.0M | 551,990 | 1.51% | 13q | +0.9%+$141.5K |
| AWM CAPITAL, LLC | $15.1M | 519,832 | 1.21% | 8q | +56.1%+$5.4M |
| Syverson Strege & Co | $13.9M | 478,322 | 3.02% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $13.6M | 470,460 | 0.18% | 4q | +8.2%+$1.0M |
| Geometric Wealth Advisors | $13.5M | 465,667 | 1.46% | 14q | +4.7%+$606.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $13.3M | 455,872 | 0.02% | 12q | +93.5%+$6.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 457,141 | 0.02% | 15q | +4.1%+$524.3K |
| McLean Asset Management Corp | $12.8M | 430,559 | 1.70% | 4q | +61.1%+$4.9M |
| Allworth Financial LP | $12.4M | 428,449 | 0.05% | 11q | +26.5%+$2.6M |
| Corient Private Wealth LP | $11.6M | 398,874 | 0.01% | 15q | -31.6%-$5.4M |
| American Investment Services, Inc. | $11.2M | 386,559 | 2.37% | 13q | +7.8%+$809.6K |
| SJS Investment Consulting Inc. | $11.0M | 378,778 | 1.19% | 13q | +14.9%+$1.4M |
| Sprinkle Financial Consultants LLC | $11.0M | 378,545 | 4.30% | 11q | +0.8%+$92.2K |
| XY Planning Network, Inc. | $10.8M | 374,316 | 1.36% | 7q | +8.1%+$814.5K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $10.7M | 370,107 | 5.46% | 7q | +2.9%+$301.9K |
| Vestmark Advisory Solutions, Inc. | $10.6M | 366,862 | 0.10% | 14q | -10.9%-$1.3M |
| GREAT LAKES ADVISORS, LLC | $10.3M | 355,274 | 0.08% | 5q | +29.3%+$2.3M |
| Elser Financial Planning, Inc | $10.2M | 353,220 | 0.44% | 2q | -3.0%-$321.6K |
| REAP Financial Group, LLC | $10.2M | 353,217 | 1.75% | 11q | +12.5%+$1.1M |
| Apella Capital, LLC | $10.1M | 342,804 | 0.14% | 11q | +3.8%+$371.1K |
| First Command Advisory Services, Inc. | $9.3M | 320,787 | 0.06% | 3q | +379.5%+$7.4M |
| Burk Holdings LLC | $8.3M | 287,421 | 3.08% | 7q | +13.0%+$957.7K |
| Wealth Architects, LLC | $8.2M | 284,328 | 0.65% | 13q | +5.5%+$432.0K |
| RFG Advisory, LLC | $8.1M | 279,726 | 0.13% | 15q | +2.3%+$181.4K |
| CogentBlue Wealth Advisors, LLC | $7.5M | 258,053 | 4.28% | 4q | +5.3%+$376.4K |
| GeoWealth Management, LLC | $7.4M | 256,697 | 0.23% | 9q | -2.6%-$202.0K |
| Tilson Financial Group, Inc. | $7.4M | 256,643 | 2.04% | 13q | +5.1%+$360.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $7.2M | 247,951 | 0.00% | 7q | +107.2%+$3.7M |
| Sterling Financial Planning, Inc. | $7.2M | 247,263 | 1.95% | 14q | +5.1%+$347.8K |
| Peirce Capital Management, LLC | $7.1M | 244,292 | 2.59% | 11q | -3.5%-$252.9K |
| Arax Advisory Partners | $7.0M | 242,418 | 0.05% | 3q | -5.6%-$419.5K |
| Parkwoods Wealth Partners, LLC | $6.9M | 237,237 | 1.10% | 4q | +22.1%+$1.2M |
| AdvisorNet Financial, Inc | $6.5M | 224,553 | 0.30% | 14q | +4.2%+$264.5K |
| Forum Private Client Group LLC | $6.4M | 221,089 | 1.91% | 11q | +4.6%+$282.2K |
| Henrickson Nauta Wealth Advisors, Inc. | $6.0M | 208,828 | 1.47% | 11q | -2.4%-$150.0K |
| Greenspring Advisors, LLC | $6.0M | 208,803 | 0.34% | 8q | +2.3%+$134.3K |
| New Dimensions Wealth Management, LLC | $5.9M | 203,933 | 4.46% | 6q | +3.1%+$176.6K |
| Platform Wealth Management, LLC | $5.8M | 201,799 | 2.14% | 2q | +4.3%+$239.9K |
| Vawter Financial, Ltd. | $5.8M | 200,438 | 2.19% | 14q | -47.8%-$5.3M |
| Ruedi Wealth Management, Inc. | $5.8M | 199,828 | 1.36% | 15q | +4.6%+$256.7K |
| OSAIC HOLDINGS, INC. | $5.8M | 199,311 | 0.01% | 15q | +35.6%+$1.5M |
| HFM Investment Advisors, LLC | $5.8M | 199,061 | 2.02% | 6q | -3.1%-$185.6K |
| Integrity Advisory Solutions, LLC | $5.7M | 196,241 | 0.59% | 4q | +9.7%+$503.7K |
| Parkshore Wealth Management, Inc. | $5.6M | 195,023 | 1.62% | 7q | -7.6%-$462.3K |
| Shotwell Rutter Baer Inc | $5.6M | 194,264 | 3.09% | 11q | HELD |
| New Capital Management LP | $5.6M | 192,558 | 1.27% | 14q | +1.0%+$55.7K |
| JDH Wealth Management, LLC | $5.5M | 190,149 | 3.35% | 7q | +7.6%+$389.2K |
| Clarity Wealth Development LLC | $5.5M | 189,408 | 3.05% | 7q | +6.3%+$323.1K |
| VESTIA PERSONAL WEALTH ADVISORS | $5.3M | 182,356 | 2.06% | 9q | +22.2%+$959.5K |
| AlTi Global, Inc. | $5.2M | 179,651 | 0.11% | 5q | HELD |
| Balanced Rock Investment Advisors LLC | $5.1M | 175,340 | 3.17% | 7q | HELD |
| Spire Wealth Management | $5.0M | 174,100 | 0.15% | 7q | +1.6%+$80.4K |
| LAM GROUP, INC. | $5.0M | 171,240 | 2.46% | 15q | -9.0%-$488.7K |
| Physician Wealth Solutions Inc. | $4.8M | 166,172 | 1.83% | 11q | +19.5%+$786.0K |
| Farther Finance Advisors, LLC | $4.7M | 161,473 | 0.04% | 13q | -1.6%-$75.2K |
| JPMORGAN CHASE & CO | $4.6M | 157,375 | 0.00% | 14q | -2.7%-$127.5K |
| Pathstone Holdings, LLC | $4.6M | 159,112 | 0.01% | 11q | -3.9%-$186.4K |
| EP Wealth Advisors, LLC | $4.6M | 158,716 | 0.02% | 3q | -6.4%-$314.2K |
| SAGE RHINO CAPITAL LLC | $4.6M | 158,646 | 0.74% | 15q | +58.7%+$1.7M |
| COOPER/HAIMS ADVISORS, LLC | $4.5M | 154,325 | 1.92% | 11q | +0.9%+$41.6K |
| INTEGRITY ALLIANCE, LLC. | $4.3M | 147,170 | 0.13% | 6q | +0.6%+$23.9K |
| OLD MISSION CAPITAL LLC | $4.0M | 138,375 | 0.06% | new | NEW |
| NORTHWEST WEALTH MANAGEMENT, LLC | $3.7M | 126,490 | 0.48% | 11q | +1.9%+$69.2K |
| CLARIS ADVISORS, LLC / MO / | $3.6M | 125,318 | 0.95% | 11q | +5.2%+$178.0K |
| LRI Investments, LLC | $3.6M | 124,656 | 0.29% | 10q | -2.5%-$92.0K |
| KEB ASSET MANAGEMENT, LLC | $3.6M | 123,494 | 0.58% | 7q | +21.6%+$635.1K |
Showing the largest 100 of 339 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 | 329 | $3.1B | 105,348,832 | 29 | 181 | 67 | 0.0% |
| Q1 2026 | 309 | $2.7B | 102,596,071 | 26 | 186 | 59 | 0.0% |
| Q4 2025 | 305 | $2.4B | 91,996,636 | 19 | 185 | 48 | 0.0% |
| Q3 2025 | 271 | $2.2B | 79,705,153 | 33 | 169 | 46 | 0.0% |
| Q2 2025 | 250 | $2.0B | 74,770,574 | 17 | 147 | 60 | 0.0% |
| Q1 2025 | 239 | $1.8B | 70,083,882 | 20 | 138 | 54 | 0.0% |
| Q4 2024 | 233 | $1.7B | 67,721,924 | 32 | 135 | 26 | 0.0% |
| Q3 2024 | 181 | $1.6B | 55,603,129 | 21 | 99 | 45 | 0.0% |
| Q2 2024 | 172 | $1.3B | 52,406,250 | 19 | 114 | 24 | 0.0% |
| Q1 2024 | 154 | $1.2B | 47,833,103 | 14 | 107 | 20 | 0.0% |
| Q4 2023 | 147 | $1.1B | 43,907,780 | 42 | 71 | 15 | 0.0% |
| Q3 2023 | 97 | $652.0M | 29,104,403 | 14 | 67 | 8 | 0.0% |
| Q2 2023 | 90 | $502.5M | 20,597,109 | 27 | 50 | 6 | 0.0% |
| Q1 2023 | 65 | $250.3M | 10,195,767 | 33 | 27 | 2 | 0.0% |
| Q4 2022 | 35 | $161.2M | 6,583,380 | 27 | 0 | 0 | 0.0% |