DIMENSIONAL ETF TRUST (DGCB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
131
Reporting holders
$815.7M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | $84.3M | 1,541,232 | 0.79% | 11q | HELD |
| Integrity Advisory Solutions, LLC | $73.4M | 1,342,334 | 7.55% | 4q | +14.4%+$9.2M |
| BANK OF AMERICA CORP /DE/ | $54.1M | 990,203 | 0.00% | 10q | +14.3%+$6.8M |
| INTEGRITY ALLIANCE, LLC. | $49.5M | 905,653 | 1.55% | 6q | +7.5%+$3.4M |
| ENVESTNET ASSET MANAGEMENT INC | $44.8M | 819,826 | 0.01% | 11q | +24.8%+$8.9M |
| Three Arch Wealth Management LLC | $31.2M | 571,496 | 4.79% | 3q | +2.1%+$652.4K |
| Tencap Wealth Coaching, LLC | $25.1M | 458,254 | 7.95% | 3q | +4.0%+$974.6K |
| Allworth Financial LP | $21.1M | 386,625 | 0.09% | 4q | +40.4%+$6.1M |
| Wealth Advisors Northwest LLC | $20.9M | 382,291 | 7.13% | 7q | +36.1%+$5.5M |
| OneDigital Investment Advisors LLC | $19.2M | 351,603 | 0.16% | 10q | +13.9%+$2.3M |
| Integrated Wealth Concepts LLC | $18.0M | 328,375 | 0.09% | 4q | +94.2%+$8.7M |
| DiNuzzo Private Wealth, Inc. | $17.6M | 322,435 | 1.74% | 11q | -0.9%-$162.8K |
| AA Financial Advisors, LLC | $17.6M | 321,150 | 2.11% | 2q | +1.5%+$262.5K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 316,126 | 0.00% | 2q | HELD |
| DRAVO BAY LLC | $16.9M | 309,509 | 5.86% | 8q | +15.8%+$2.3M |
| GOLDMAN SACHS GROUP INC | $16.8M | 306,515 | 0.00% | 2q | +1335.8%+$15.6M |
| RFG Advisory, LLC | $15.6M | 285,441 | 0.24% | 10q | +4.9%+$735.2K |
| Mattern Wealth Management LLC | $15.0M | 275,196 | 2.47% | 10q | +3.4%+$491.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 232,728 | 0.02% | 11q | +4.7%+$575.1K |
| IMA Advisory Services, Inc. | $11.0M | 201,876 | 0.69% | new | NEW |
| NewEdge Advisors, LLC | $10.9M | 199,814 | 0.03% | 11q | +6.3%+$646.9K |
| Baird Financial Group, Inc. | $10.3M | 188,195 | 0.01% | new | NEW |
| Outbound Financial Inc | $9.6M | 174,986 | 6.20% | 5q | +8.2%+$724.1K |
| E-Wealth Partners, LLC | $9.6M | 174,700 | 6.90% | 2q | +17.2%+$1.4M |
| Apella Capital, LLC | $8.9M | 164,065 | 0.13% | 2q | +1570.9%+$8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $8.1M | 148,321 | 0.40% | 8q | +5.2%+$399.1K |
| SageOak Financial, LLC | $7.6M | 139,121 | 4.95% | 7q | +6.0%+$429.4K |
| APS Management Group, Inc. | $7.6M | 139,112 | 5.85% | 4q | +4.7%+$342.0K |
| Dynamic Advisor Solutions LLC | $7.5M | 137,493 | 0.21% | 3q | HELD |
| BEACON HILL WEALTH MANAGEMENT LTD. | $6.9M | 126,290 | 4.78% | new | FIRST |
| Kestra Advisory Services, LLC | $6.6M | 120,053 | 0.02% | 10q | +1.7%+$107.7K |
| CITIGROUP INC | $6.3M | 116,007 | 0.00% | 8q | +77.0%+$2.8M |
| Optimus Capital Advisors, LLC | $6.1M | 111,763 | 3.28% | new | FIRST |
| Vantage Point Financial LLC | $5.7M | 104,528 | 1.74% | 7q | +3.7%+$201.3K |
| CSP Financial Group, LLC | $5.6M | 102,127 | 4.76% | 2q | +6.8%+$357.3K |
| WELLS FARGO & COMPANY/MN | $4.9M | 89,737 | 0.00% | 5q | +11117.1%+$4.9M |
| Farther Finance Advisors, LLC | $4.8M | 87,069 | 0.04% | 10q | -5.3%-$268.2K |
| Orion Porfolio Solutions, LLC | $4.5M | 83,013 | 0.03% | 11q | +5.0%+$215.5K |
| Index Fund Advisors, Inc. | $4.4M | 80,308 | 0.17% | 4q | +30.6%+$1.0M |
| TRUIST FINANCIAL CORP | $4.3M | 77,808 | 0.01% | 11q | +14.1%+$525.7K |
| Venture Visionary Partners LLC | $3.7M | 68,096 | 0.10% | new | NEW |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $3.6M | 66,714 | 1.98% | 8q | +23.9%+$704.6K |
| Beacon Pointe Advisors, LLC | $3.4M | 62,731 | 0.02% | 4q | +384.9%+$2.7M |
| Parkwoods Wealth Partners, LLC | $3.4M | 61,927 | 0.54% | new | NEW |
| Foundations Investment Advisors, LLC | $3.3M | 61,067 | 0.03% | 4q | +11.2%+$335.3K |
| OSAIC HOLDINGS, INC. | $3.2M | 59,188 | 0.00% | 9q | +22.1%+$586.1K |
| Mission Hills Financial Advisory, LLC | $3.0M | 53,974 | 1.30% | new | NEW |
| LPL Financial LLC | $2.8M | 50,999 | 0.00% | 6q | HELD |
| JPMORGAN CHASE & CO | $2.7M | 49,935 | 0.00% | 9q | +93.4%+$1.3M |
| TCFG Investment Advisors, LLC | $2.7M | 49,914 | 0.92% | 2q | +1.0%+$26.0K |
| Stratos Investment Management, LLC | $2.7M | 49,364 | 0.10% | 5q | +4.9%+$125.3K |
| HEFFERNAN ADVISORY, INC | $2.6M | 48,043 | 2.20% | 3q | +3.0%+$75.8K |
| Cerity Partners LLC | $2.4M | 43,896 | 0.00% | 2q | +2.2%+$52.6K |
| Cogent Private Wealth, Inc. | $2.3M | 42,645 | 1.46% | 3q | -45.6%-$2.0M |
| Sowell Financial Services LLC | $2.3M | 42,038 | 0.08% | 8q | +5.6%+$121.7K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 40,712 | 0.04% | 6q | +16.3%+$311.3K |
| Meredith Wealth Planning | $2.2M | 39,405 | 0.51% | 8q | -8.0%-$188.4K |
| GeoWealth Management, LLC | $2.1M | 37,878 | 0.07% | 10q | +11.6%+$215.5K |
| Simplicity Wealth,LLC | $2.1M | 37,733 | 0.07% | 4q | +19.5%+$336.1K |
| Two West Capital Advisors LLC | $1.9M | 36,030 | 0.97% | 9q | +17.4%+$288.6K |
| Smartleaf Asset Management LLC | $1.9M | 34,290 | 0.06% | 10q | HELD |
| EverSource Wealth Advisors, LLC | $1.9M | 34,255 | 0.06% | 10q | -1.3%-$24.2K |
| PFG Advisors | $1.8M | 33,351 | 0.09% | 3q | +7.8%+$132.7K |
| Triad Wealth Partners, LLC | $1.7M | 31,688 | 0.10% | 4q | +162.4%+$1.0M |
| Savvy Advisors, Inc. | $1.5M | 27,411 | 0.03% | 9q | +106.8%+$774.0K |
| Xcelsior Advisor Partners LLC | $1.4M | 25,908 | 0.19% | 3q | +2.6%+$36.0K |
| CYPRESS FINANCIAL PLANNING LLC | $1.4M | 25,315 | 0.34% | 3q | +2.2%+$30.3K |
| Porter White Investment Advisors, Inc. | $1.4M | 25,120 | 0.53% | 6q | +3.4%+$45.4K |
| CreativeOne Wealth, LLC | $1.3M | 23,266 | 0.03% | 11q | +4.3%+$52.3K |
| Selective Wealth Management, Inc. | $1.1M | 19,906 | 0.28% | 4q | +76.4%+$467.1K |
| Werba Rubin Papier Wealth Management | $958.2K | 17,527 | 0.12% | 4q | +1.4%+$13.0K |
| Composition Wealth, LLC | $875.7K | 16,018 | 0.01% | new | NEW |
| Diversify Advisory Services, LLC | $855.3K | 16,028 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $855.3K | 16,028 | 0.01% | 2q | +2.5%+$20.9K |
| Sterling Wealth Management, Inc. | $831.6K | 15,212 | 0.21% | 2q | HELD |
| Quadrature Capital Ltd | $816.6K | 14,937 | 0.01% | new | NEW |
| FIRETHORN WEALTH PARTNERS, LLC | $780.8K | 14,283 | 0.25% | 11q | HELD |
| Foundry Financial LLC | $769.1K | 14,068 | 0.26% | 3q | +30.3%+$179.0K |
| Merit Financial Group, LLC | $757.3K | 13,852 | 0.00% | 6q | +102.3%+$383.0K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $733.7K | 13,420 | 0.01% | new | NEW |
| MASTER'S WEALTH MANAGEMENT INC. | $715.3K | 13,084 | 0.22% | 7q | -19.5%-$173.7K |
| Altman Advisors, Inc. | $689.3K | 12,608 | 0.25% | new | NEW |
| SEI INVESTMENTS CO | $678.3K | 12,408 | 0.00% | 5q | +10.4%+$63.8K |
| Ashton Thomas Private Wealth, LLC | $622.7K | 11,391 | 0.01% | 6q | +1.9%+$11.4K |
| IHT Wealth Management, LLC | $614.6K | 11,242 | 0.01% | 2q | +128.6%+$345.8K |
| Aspire Private Capital, LLC | $600.0K | 10,975 | 0.12% | 11q | +2.6%+$15.2K |
| Ponta Wealth Partners, LLC | $589.4K | 10,781 | 0.32% | new | NEW |
| CHOREO, LLC | $532.1K | 9,733 | 0.01% | 2q | +0.8%+$4.2K |
| Nalls Sherbakoff Group, LLC | $516.4K | 9,446 | 0.37% | 5q | HELD |
| Hershey Financial Advisers, LLC | $514.1K | 9,403 | 0.37% | 5q | -4.5%-$24.3K |
| Kane Co Wealth Management, Inc. | $498.9K | 9,125 | 0.38% | 3q | +25.0%+$99.8K |
| Acorn Wealth Advisors, LLC | $497.4K | 9,098 | 0.12% | new | NEW |
| AE Wealth Management LLC | $491.7K | 8,994 | 0.00% | 5q | +3.8%+$18.2K |
| SILVER OAK SECURITIES, INCORPORATED | $488.8K | 8,941 | 0.03% | 9q | +5.1%+$23.7K |
| Geneos Wealth Management Inc. | $466.4K | 8,532 | 0.01% | 7q | +18.1%+$71.5K |
| MML INVESTORS SERVICES, LLC | $393.5K | 7,198 | 0.00% | 4q | -29.2%-$162.3K |
| Strategic Investment Solutions, Inc. /IL | $389.3K | 7,124 | 0.09% | 10q | -3.4%-$13.7K |
| XY Planning Network, Inc. | $373.0K | 6,823 | 0.05% | 3q | HELD |
| Abel Hall, LLC | $368.8K | 6,747 | 0.06% | 9q | +4.4%+$15.4K |
| Clarity Capital Advisors, LLC | $365.9K | 6,692 | 0.15% | 6q | +1.1%+$4.2K |
Showing the largest 100 of 136 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 | 131 | $815.7M | 14,923,395 | 20 | 76 | 16 | 0.0% |
| Q1 2026 | 115 | $646.6M | 11,944,159 | 19 | 66 | 16 | 0.0% |
| Q4 2025 | 104 | $585.8M | 10,799,263 | 10 | 50 | 23 | 0.0% |
| Q3 2025 | 90 | $506.0M | 9,128,798 | 21 | 42 | 14 | 0.0% |
| Q2 2025 | 72 | $418.8M | 7,719,963 | 12 | 34 | 16 | 0.0% |
| Q1 2025 | 64 | $315.7M | 5,939,333 | 13 | 31 | 14 | 0.0% |
| Q4 2024 | 58 | $280.4M | 5,328,879 | 6 | 35 | 7 | 0.0% |
| Q3 2024 | 47 | $252.3M | 4,601,350 | 10 | 23 | 10 | 0.0% |
| Q2 2024 | 36 | $165.7M | 3,145,427 | 8 | 19 | 7 | 0.0% |
| Q1 2024 | 26 | $144.7M | 2,733,372 | 15 | 8 | 3 | 0.0% |
| Q4 2023 | 15 | $85.8M | 1,618,272 | 14 | 0 | 0 | 0.0% |