# DIMENSIONAL ETF TRUST (DFGX)

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

- Reporting holders: 7
- Reported value: $151.8M
- 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 |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $131.9M | 2,570,092 | 1.7% | 8 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $13.5M | 264,225 | 1.9% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.3M | 103,031 | 0.0% | 11 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $552.4K | 10,803 | 0.1% | 7 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $348.1K | 6,806 | 0.0% | 2 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $243.3K | 4,758 | 0.1% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $14.4K | 281 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $151.8M |
| Q2 2026 | 183 | $1.3B |
| Q1 2026 | 164 | $1.1B |
| Q4 2025 | 145 | $980.0M |
| Q3 2025 | 120 | $826.4M |
| Q2 2025 | 101 | $660.7M |
| Q1 2025 | 92 | $573.8M |
| Q4 2024 | 78 | $470.3M |
| Q3 2024 | 60 | $294.9M |
| Q2 2024 | 43 | $228.2M |
| Q1 2024 | 36 | $124.8M |
| Q4 2023 | 15 | $59.5M |