DIMENSIONAL ETF TRUST (DFGX)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
176
Reporting holders
$1.2B
Reported value
0.0%
Held as options
+18
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 |
|---|---|---|---|---|---|
| Apella Capital, LLC | $120.3M | 2,259,550 | 1.70% | 7q | +6.0%+$6.8M |
| Planning Center, Inc. | $85.5M | 1,595,524 | 8.07% | 9q | +2.8%+$2.3M |
| Ironwood Wealth Management, LLC. | $51.0M | 952,480 | 11.31% | new | NEW |
| Elser Financial Planning, Inc | $41.8M | 779,026 | 1.81% | 3q | +10.1%+$3.8M |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $39.6M | 738,963 | 5.63% | 6q | +3.0%+$1.2M |
| United Wealth Management, LLC | $36.2M | 676,064 | 8.15% | 7q | +2.4%+$839.1K |
| Hill Investment Group Partners, LLC | $35.4M | 660,685 | 3.61% | 10q | -2.6%-$956.8K |
| Private Wealth Management Group, LLC | $34.1M | 635,640 | 7.90% | 4q | +2.6%+$875.7K |
| ENVESTNET ASSET MANAGEMENT INC | $31.9M | 594,298 | 0.01% | 11q | +27.7%+$6.9M |
| Guardian Wealth Management, LLC | $26.1M | 486,969 | 7.32% | 3q | +8.6%+$2.1M |
| HighTower Advisors, LLC | $25.1M | 468,562 | 0.02% | 11q | HELD |
| Alpha Financial Advisors, LLC | $25.0M | 467,359 | 6.55% | 11q | -33.2%-$12.5M |
| Verisail Partners, LLC | $24.2M | 450,943 | 8.96% | 7q | +3.7%+$857.0K |
| Mattern Wealth Management LLC | $20.6M | 384,379 | 3.38% | 11q | +4.4%+$862.0K |
| LIBERTY WEALTH MANAGEMENT LLC | $20.3M | 387,348 | 2.54% | 3q | HELD |
| Eaton-Cambridge Inc. | $19.9M | 372,058 | 5.60% | 2q | +14.4%+$2.5M |
| Equita Financial Network, Inc. | $19.6M | 365,866 | 5.44% | 4q | +3.9%+$744.6K |
| Vermillion Wealth Management, Inc. | $19.1M | 357,028 | 4.49% | 7q | +14.5%+$2.4M |
| Kestra Investment Management, LLC | $18.1M | 337,014 | 0.35% | 5q | +30.4%+$4.2M |
| BANK OF AMERICA CORP /DE/ | $17.9M | 334,133 | 0.00% | 10q | +7.6%+$1.3M |
| GeoWealth Management, LLC | $17.0M | 316,735 | 0.53% | 9q | +3.4%+$559.7K |
| Oakwell Private Wealth Management, LLC | $16.6M | 310,477 | 2.76% | 4q | +1.8%+$291.4K |
| JMG Financial Group, Ltd. | $15.5M | 288,905 | 0.37% | 2q | +278.3%+$11.4M |
| Private Advisor Group, LLC | $15.4M | 287,453 | 0.07% | 8q | -10.8%-$1.9M |
| ASSETMARK, INC | $15.0M | 279,075 | 0.03% | 9q | +5.7%+$811.2K |
| Savant Capital, LLC | $14.7M | 274,405 | 0.04% | 4q | -50.5%-$15.0M |
| IMA Advisory Services, Inc. | $14.6M | 272,457 | 0.91% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $14.5M | 271,081 | 0.14% | 11q | HELD |
| Parkwoods Wealth Partners, LLC | $14.5M | 270,512 | 2.33% | new | NEW |
| Shotwell Rutter Baer Inc | $14.2M | 264,904 | 7.79% | 5q | +0.7%+$104.3K |
| Babb Wealth Advisors LLC | $13.8M | 257,900 | 6.66% | 7q | +8.9%+$1.1M |
| Strathmore Capital Advisors, Inc. | $13.8M | 263,676 | 3.71% | 6q | +22.2%+$2.5M |
| INTEGRITY ALLIANCE, LLC. | $13.6M | 254,386 | 0.43% | 6q | +0.5%+$67.9K |
| Yardley Wealth Management LLC | $13.6M | 252,993 | 6.16% | 8q | +8.6%+$1.1M |
| SageOak Financial, LLC | $13.2M | 246,732 | 8.60% | 7q | +4.1%+$518.0K |
| Johnson Wealth Management, LLC | $13.0M | 243,427 | 5.53% | 4q | +17.2%+$1.9M |
| Integrity Advisory Solutions, LLC | $11.9M | 222,418 | 1.23% | 4q | +18.1%+$1.8M |
| Clarity Wealth Development LLC | $11.8M | 219,887 | 6.54% | new | NEW |
| BEACON HILL WEALTH MANAGEMENT LTD. | $11.1M | 206,600 | 7.67% | new | FIRST |
| OneDigital Investment Advisors LLC | $10.5M | 196,295 | 0.09% | 10q | +5.8%+$574.4K |
| HFM Investment Advisors, LLC | $10.4M | 193,410 | 3.63% | 6q | +1.8%+$183.7K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $10.1M | 188,565 | 0.50% | 8q | +9.5%+$878.3K |
| E6 Portfolios, LLC | $10.0M | 186,105 | 7.97% | 3q | +19.7%+$1.6M |
| Stratos Investment Management, LLC | $9.2M | 170,910 | 0.33% | 5q | +5.3%+$463.2K |
| AA Financial Advisors, LLC | $8.1M | 151,798 | 0.98% | 2q | +2.9%+$229.5K |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $7.8M | 145,346 | 3.97% | 6q | +34.4%+$2.0M |
| Sterling Wealth Management, Inc. | $6.0M | 112,208 | 1.49% | 8q | +1.1%+$63.3K |
| Farther Finance Advisors, LLC | $6.0M | 111,512 | 0.05% | 10q | -6.8%-$433.9K |
| DiNuzzo Private Wealth, Inc. | $5.7M | 106,944 | 0.57% | 11q | +1.5%+$86.4K |
| Vantage Point Financial LLC | $5.7M | 105,751 | 1.73% | 7q | +4.5%+$241.9K |
| AlphaStar Capital Management, LLC | $5.6M | 103,844 | 0.35% | 4q | +7.3%+$377.8K |
| Cornerstone Wealth Partners, LLC | $5.5M | 102,092 | 2.54% | 3q | +15.1%+$715.8K |
| Mariner, LLC | $5.4M | 99,867 | 0.01% | 6q | +4.1%+$208.4K |
| HEFFERNAN ADVISORY, INC | $5.2M | 97,067 | 4.35% | 3q | +5.9%+$288.7K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $4.9M | 92,181 | 2.68% | 8q | +1.8%+$85.3K |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | $4.9M | 91,577 | 2.94% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.9M | 90,507 | 0.00% | 3q | +6.2%+$284.7K |
| Optimus Capital Advisors, LLC | $4.7M | 87,479 | 2.52% | new | FIRST |
| Orion Porfolio Solutions, LLC | $4.4M | 82,777 | 0.03% | 11q | +4.6%+$194.8K |
| TRUIST FINANCIAL CORP | $4.3M | 80,881 | 0.01% | 11q | +52.1%+$1.5M |
| Index Fund Advisors, Inc. | $4.3M | 79,477 | 0.17% | 4q | +31.0%+$1.0M |
| Porter White Investment Advisors, Inc. | $4.2M | 78,642 | 1.62% | 10q | +2.3%+$93.0K |
| Schwallier Wealth Management LLC | $4.1M | 76,508 | 2.59% | 2q | +6.2%+$240.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 72,170 | 0.00% | 10q | +7.6%+$274.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.8M | 70,141 | 0.00% | 2q | HELD |
| GOLDMAN SACHS GROUP INC | $3.7M | 69,354 | 0.00% | 2q | +44.9%+$1.2M |
| Note Advisors, LLC | $3.7M | 68,806 | 1.60% | 7q | +12.0%+$395.3K |
| OSAIC HOLDINGS, INC. | $3.5M | 66,142 | 0.00% | 10q | +37.5%+$967.2K |
| TABLEAUX LLC | $3.5M | 64,939 | 1.47% | 7q | +6.4%+$209.9K |
| McCartney Wealth Management LLC | $3.4M | 63,426 | 2.58% | 3q | +10.5%+$322.7K |
| Cogent Private Wealth, Inc. | $3.3M | 61,411 | 2.06% | 3q | -8.6%-$309.7K |
| PW ADVISORS, LLC \ FL | $3.2M | 59,360 | 2.12% | 3q | +4.1%+$125.5K |
| 3 FACTOR INDEXING, LLC | $3.0M | 56,123 | 2.55% | 2q | +14.1%+$371.7K |
| AssuredPartners Investment Advisors, LLC | $3.0M | 55,520 | 0.29% | 7q | +28.5%+$660.2K |
| Simplicity Wealth,LLC | $2.9M | 54,083 | 0.10% | 4q | +15.5%+$388.4K |
| Foundations Investment Advisors, LLC | $2.9M | 53,887 | 0.03% | 4q | +13.4%+$341.7K |
| Sowell Financial Services LLC | $2.9M | 53,213 | 0.09% | 8q | +6.0%+$162.1K |
| Cerity Partners LLC | $2.9M | 53,193 | 0.00% | 2q | +3.1%+$85.4K |
| LPL Financial LLC | $2.8M | 52,959 | 0.00% | 6q | +18.2%+$437.9K |
| Wealth Advisors Northwest LLC | $2.5M | 47,544 | 0.87% | 6q | +26.4%+$532.6K |
| Donalies Financial Planning, LLC | $2.4M | 45,474 | 1.80% | 3q | +8.8%+$197.2K |
| Outbound Financial Inc | $2.4M | 45,373 | 1.57% | 5q | +7.7%+$173.8K |
| EverSource Wealth Advisors, LLC | $2.4M | 45,072 | 0.08% | 10q | +1.4%+$32.7K |
| Vested Financial Planning, LLC | $2.3M | 42,647 | 1.54% | 7q | +1.5%+$34.5K |
| Torren Management, LLC | $2.2M | 41,194 | 1.12% | 3q | -64.8%-$4.1M |
| CITIGROUP INC | $2.2M | 40,826 | 0.00% | 8q | +261.3%+$1.6M |
| Kestra Advisory Services, LLC | $2.2M | 40,808 | 0.01% | 8q | +9.7%+$193.4K |
| Hassell Wealth Management, LLC | $2.1M | 40,202 | 0.65% | 2q | +143.2%+$1.3M |
| Beacon Pointe Advisors, LLC | $2.0M | 37,825 | 0.01% | 4q | -6.5%-$140.6K |
| GREENWOOD CAPITAL ASSOCIATES LLC | $2.0M | 37,170 | 0.20% | 6q | +43.5%+$604.1K |
| Selective Wealth Management, Inc. | $1.8M | 34,159 | 0.48% | 2q | +71.0%+$752.7K |
| Smartleaf Asset Management LLC | $1.7M | 32,137 | 0.06% | 10q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 30,275 | 0.02% | new | NEW |
| W.H. Cornerstone Investments Inc. | $1.6M | 29,480 | 0.89% | 5q | -37.4%-$945.4K |
| Kane Co Wealth Management, Inc. | $1.4M | 26,290 | 1.07% | 3q | +70.5%+$582.6K |
| Triad Wealth Partners, LLC | $1.1M | 20,368 | 0.06% | 4q | +21.4%+$188.3K |
| Signal Advisors Wealth, LLC | $1.0M | 19,485 | 0.05% | 4q | +33.0%+$259.0K |
| Higgins & Schmidt Wealth Strategies LLC | $1.0M | 19,178 | 0.42% | 2q | -50.9%-$1.1M |
| BWM Planning, LLC | $944.8K | 17,628 | 0.22% | 8q | HELD |
| Integrated Wealth Concepts LLC | $941.4K | 17,566 | 0.00% | 4q | +94.9%+$458.5K |
Showing the largest 100 of 182 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 | 176 | $1.2B | 23,334,356 | 24 | 115 | 17 | 0.0% |
| Q1 2026 | 158 | $1.1B | 20,441,354 | 23 | 93 | 24 | 0.0% |
| Q4 2025 | 138 | $971.1M | 18,446,062 | 16 | 75 | 21 | 0.0% |
| Q3 2025 | 113 | $807.2M | 14,938,926 | 24 | 62 | 16 | 0.0% |
| Q2 2025 | 92 | $591.2M | 11,079,689 | 13 | 43 | 19 | 0.0% |
| Q1 2025 | 84 | $504.6M | 9,657,896 | 18 | 42 | 13 | 0.0% |
| Q4 2024 | 70 | $402.2M | 7,688,135 | 9 | 37 | 6 | 0.0% |
| Q3 2024 | 52 | $263.1M | 4,888,384 | 12 | 26 | 10 | 0.0% |
| Q2 2024 | 40 | $221.4M | 4,210,202 | 8 | 23 | 4 | 0.0% |
| Q1 2024 | 33 | $121.9M | 2,300,241 | 20 | 9 | 4 | 0.0% |
| Q4 2023 | 14 | $59.5M | 1,128,557 | 12 | 0 | 0 | 0.0% |