DaveManuel.com · Institutional Ownership · Who Owns It
DIMENSIONAL ETF TRUST (DFGP)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
185
Reporting holders
$2.3B
Reported value
0.0%
Calls
0.0%
Puts
+9
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Forum Financial Management, LP | $370.7M | 6,807,681 | 4.76% | 10q | +4.1%+$14.6M |
| MASECO LLP | $223.7M | 4,107,724 | 6.29% | 5q | +6.7%+$14.0M |
| Symmetry Partners, LLC | $136.1M | 2,499,991 | 6.94% | 3q | -1.7%-$2.3M |
| von Borstel & Associates, Inc. | $88.0M | 1,616,680 | 18.05% | 8q | +5.9%+$4.9M |
| Beacon Pointe Advisors, LLC | $63.7M | 1,170,296 | 0.30% | 4q | -1.2%-$771.2K |
| WPWealth LLP | $58.6M | 1,076,585 | 8.70% | 7q | -9.4%-$6.1M |
| Ruedi Wealth Management, Inc. | $57.4M | 1,053,280 | 13.46% | 11q | +6.1%+$3.3M |
| CURIO WEALTH, LLC | $50.7M | 930,622 | 15.73% | 7q | +11.1%+$5.0M |
| Integrity Advisory Solutions, LLC | $49.9M | 916,984 | 5.14% | 4q | +17.5%+$7.4M |
| Vestmark Advisory Solutions, Inc. | $46.7M | 857,514 | 0.44% | 11q | HELD |
| PENOBSCOT WEALTH MANAGEMENT | $45.8M | 841,792 | 12.26% | 10q | -6.9%-$3.4M |
| Beaird Harris Wealth Management, LLC | $40.5M | 743,391 | 2.54% | 5q | +17.5%+$6.0M |
| ENVESTNET ASSET MANAGEMENT INC | $38.8M | 712,638 | 0.01% | 11q | +4.0%+$1.5M |
| BANK OF AMERICA CORP /DE/ | $38.6M | 708,687 | 0.00% | 10q | +15.3%+$5.1M |
| TCI Wealth Advisors, Inc. | $37.3M | 685,446 | 1.62% | 11q | +11.5%+$3.9M |
| INTEGRITY ALLIANCE, LLC. | $35.4M | 649,402 | 1.11% | 6q | +5.5%+$1.8M |
| AE Wealth Management LLC | $33.3M | 610,795 | 0.16% | 9q | +4.7%+$1.5M |
| Allworth Financial LP | $32.5M | 597,304 | 0.14% | 4q | +37.2%+$8.8M |
| MilWealth Group LLC | $30.3M | 556,533 | 6.46% | 11q | +8.6%+$2.4M |
| Wealth Advisors Northwest LLC | $29.3M | 538,423 | 10.00% | 7q | +62.9%+$11.3M |
| Straight Path Wealth Management | $28.2M | 517,408 | 6.59% | 8q | +5.8%+$1.6M |
| DiNuzzo Private Wealth, Inc. | $27.4M | 502,670 | 2.71% | 11q | +9.2%+$2.3M |
| JONES FINANCIAL COMPANIES LLLP | $26.4M | 482,694 | 0.01% | new | NEW |
| RFG Advisory, LLC | $25.1M | 461,737 | 0.39% | 6q | +5.3%+$1.3M |
| United Wealth Management, LLC | $24.4M | 448,547 | 5.50% | 7q | +5.8%+$1.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $23.8M | 436,461 | 0.03% | 11q | +9.9%+$2.1M |
| Quantum Financial Advisors, LLC | $21.4M | 392,244 | 2.11% | 10q | +20.9%+$3.7M |
| STOLZ & ASSOCIATES, PS | $20.7M | 380,781 | 12.94% | 3q | +36.6%+$5.6M |
| Midwest Heritage Bank, FSB | $19.6M | 360,392 | 5.56% | 8q | +4.2%+$784.6K |
| MONETA GROUP INVESTMENT ADVISORS LLC | $17.6M | 322,380 | 0.13% | 4q | +8.1%+$1.3M |
| Outbound Financial Inc | $16.8M | 307,636 | 10.85% | 5q | +8.7%+$1.3M |
| TruNorth Capital Management, LLC | $16.2M | 298,155 | 2.61% | 7q | +7.8%+$1.2M |
| Integrated Wealth Concepts LLC | $16.2M | 297,299 | 0.11% | 4q | +3.3%+$524.2K |
| Savant Capital, LLC | $15.5M | 285,337 | 0.05% | 4q | +31.0%+$3.7M |
| Gradient Capital Advisors, LLC | $12.8M | 234,833 | 2.96% | 7q | +8.2%+$971.1K |
| Wheels Up Wealth, Inc. | $12.4M | 228,468 | 10.55% | 3q | +6.6%+$775.5K |
| Meredith Wealth Planning | $12.4M | 228,393 | 2.94% | 10q | +15.4%+$1.7M |
| GeoWealth Management, LLC | $11.6M | 213,656 | 0.37% | 10q | +3.3%+$372.7K |
| Dynamic Advisor Solutions LLC | $10.7M | 197,120 | 0.30% | 6q | -1.2%-$132.3K |
| GRAND WEALTH MANAGEMENT, LLC | $10.7M | 196,912 | 4.47% | 10q | +8.9%+$875.0K |
| OLD MISSION CAPITAL LLC | $10.5M | 192,871 | 0.17% | new | NEW |
| Archford Capital Strategies, LLC | $10.4M | 191,581 | 1.06% | 4q | +3.9%+$391.8K |
| Modera Wealth Management, LLC | $10.2M | 186,495 | 0.11% | 7q | -0.9%-$91.4K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10.1M | 184,792 | 0.00% | 2q | HELD |
| Fort Vancouver Investment Management, LLC | $10.0M | 183,660 | 4.67% | 2q | +9.0%+$828.8K |
| Signature Resources Capital Management, LLC | $9.5M | 174,708 | 3.75% | 5q | +11.0%+$942.5K |
| FIDUCIARY FINANCIAL ADVISORS | $9.4M | 173,102 | 0.96% | 2q | +54.1%+$3.3M |
| Betterment LLC | $9.3M | 170,324 | 0.02% | 9q | +9.0%+$768.6K |
| Apella Capital, LLC | $9.1M | 167,820 | 0.13% | 7q | +573.3%+$7.7M |
| CSP Financial Group, LLC | $9.1M | 166,233 | 7.72% | 2q | +10.1%+$828.8K |
| Kestra Advisory Services, LLC | $8.9M | 163,638 | 0.03% | 11q | +14.3%+$1.1M |
| VESTIA PERSONAL WEALTH ADVISORS | $8.6M | 319,534 | 3.35% | 2q | +181.7%+$5.5M |
| OneDigital Investment Advisors LLC | $8.6M | 157,662 | 0.07% | 10q | +20.1%+$1.4M |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | $8.5M | 156,964 | 4.36% | 7q | -3.2%-$284.4K |
| Kings Path Partners LLC | $8.3M | 152,709 | 2.21% | 6q | +6.7%+$521.0K |
| AA Financial Advisors, LLC | $8.2M | 150,128 | 0.98% | 2q | -1.8%-$149.3K |
| LPL Financial LLC | $8.0M | 146,512 | 0.00% | 8q | +66.1%+$3.2M |
| PARK AVENUE SECURITIES LLC | $7.8M | 143,923 | 0.05% | 4q | -9.4%-$815.8K |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $7.6M | 139,541 | 2.26% | 10q | +10.1%+$694.6K |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | $7.6M | 138,782 | 4.09% | 8q | +11.1%+$756.2K |
| Visionary Wealth Advisors | $7.1M | 131,199 | 0.28% | new | NEW |
| JPMORGAN CHASE & CO | $6.7M | 123,220 | 0.00% | 9q | +81.9%+$3.0M |
| Applied Capital LLC | $6.6M | 120,737 | 2.12% | 11q | +2.4%+$156.3K |
| Mariner, LLC | $6.4M | 118,141 | 0.01% | 6q | -0.9%-$56.4K |
| Cambridge Investment Research Advisors, Inc. | $5.9M | 108,270 | 0.01% | 8q | +132.4%+$3.4M |
| Mission Hills Financial Advisory, LLC | $5.8M | 106,371 | 2.54% | new | NEW |
| Farther Finance Advisors, LLC | $5.8M | 106,007 | 0.05% | 8q | -16.1%-$1.1M |
| CITIGROUP INC | $5.6M | 102,852 | 0.00% | 8q | +83.3%+$2.5M |
| One Degree Advisors Inc | $5.5M | 100,576 | 1.22% | 8q | +2.5%+$134.0K |
| Krilogy Financial LLC | $5.4M | 100,017 | 0.16% | 10q | +4.2%+$221.9K |
| City State Bank | $5.3M | 97,780 | 1.22% | 8q | +11.3%+$541.1K |
| HFM Investment Advisors, LLC | $5.2M | 94,751 | 1.81% | 5q | +1.4%+$70.9K |
| marrick wealth, LLC | $4.9M | 90,617 | 3.50% | 3q | +2.0%+$98.4K |
| 55 North Private Wealth, LLC | $4.9M | 90,588 | 0.97% | 3q | +11.5%+$510.7K |
| International Private Wealth Advisors LLC | $4.7M | 85,888 | 2.41% | 4q | +2.0%+$93.8K |
| Disciplined Investors, L.L.C. | $4.6M | 84,137 | 2.29% | 7q | +29.8%+$1.1M |
| OSAIC HOLDINGS, INC. | $4.5M | 82,717 | 0.01% | 10q | +16.2%+$626.7K |
| Vise Technologies, Inc. | $4.4M | 80,221 | 0.05% | 3q | +1364.2%+$4.1M |
| WELLS FARGO & COMPANY/MN | $4.2M | 77,958 | 0.00% | 4q | +320.8%+$3.2M |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | $4.2M | 76,752 | 0.80% | 10q | HELD |
| Root Financial Partners, LLC | $4.1M | 75,160 | 0.16% | 4q | +7168.9%+$4.0M |
| Professional Financial Advisors, LLC | $4.1M | 75,128 | 0.71% | 2q | +14.5%+$518.0K |
| Acorn Wealth Advisors, LLC | $4.1M | 74,907 | 0.99% | 10q | +28.2%+$896.7K |
| Wealthcare Advisory Partners LLC | $3.9M | 70,898 | 0.07% | 6q | +5.2%+$191.2K |
| SAX WEALTH ADVISORS, LLC | $3.8M | 70,505 | 0.15% | 8q | +28.2%+$836.7K |
| JANE STREET GROUP, LLC | $3.6M | 65,738 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $3.4M | 61,709 | 0.01% | 11q | -1.3%-$45.2K |
| Keating Financial Advisory Services, Inc. | $3.2M | 58,585 | 0.42% | 3q | +48.0%+$1.0M |
| Glassy Mountain Advisors, Inc. | $3.1M | 56,777 | 0.85% | new | NEW |
| PFG Advisors | $3.1M | 56,189 | 0.15% | 3q | +7.7%+$219.0K |
| Abel Hall, LLC | $2.8M | 51,673 | 0.49% | 9q | +12.2%+$305.4K |
| NWAM LLC | $2.7M | 50,162 | 0.14% | 8q | +23.4%+$518.9K |
| Cerity Partners LLC | $2.6M | 48,363 | 0.00% | 2q | +2.6%+$67.7K |
| Foster Group, Inc. | $2.5M | 46,605 | 0.07% | 5q | +1.1%+$28.0K |
| Two West Capital Advisors LLC | $2.3M | 42,916 | 1.15% | 9q | +9.1%+$194.0K |
| GOLDMAN SACHS GROUP INC | $2.3M | 41,620 | 0.00% | new | NEW |
| MASTER'S WEALTH MANAGEMENT INC. | $2.2M | 40,334 | 0.66% | 7q | -27.1%-$815.5K |
| TRUIST FINANCIAL CORP | $2.2M | 40,112 | 0.00% | 11q | -22.8%-$644.9K |
| Foundry Financial LLC | $2.0M | 37,566 | 0.69% | 3q | +6.7%+$127.8K |
| XY Planning Network, Inc. | $2.0M | 37,557 | 0.26% | 6q | +1.5%+$29.6K |
Showing the largest 100 of 185 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 78 | $1.3B | 25,525,419 | 7 | 51 | 13 | 0.0% |
| Q2 2026 | 185 | $2.3B | 41,970,714 | 20 | 120 | 28 | 0.0% |
| Q1 2026 | 176 | $2.0B | 37,836,394 | 28 | 111 | 18 | 0.0% |
| Q4 2025 | 164 | $1.9B | 34,437,839 | 23 | 96 | 23 | 0.0% |
| Q3 2025 | 141 | $1.6B | 29,025,418 | 22 | 84 | 16 | 0.0% |
| Q2 2025 | 129 | $1.4B | 25,287,429 | 22 | 63 | 27 | 0.0% |
| Q1 2025 | 114 | $996.7M | 18,654,422 | 18 | 63 | 22 | 0.0% |
| Q4 2024 | 107 | $891.0M | 16,866,080 | 27 | 61 | 5 | 0.0% |
| Q3 2024 | 74 | $690.3M | 12,527,976 | 24 | 38 | 8 | 0.0% |
| Q2 2024 | 52 | $561.5M | 10,610,939 | 16 | 31 | 3 | 0.0% |
| Q1 2024 | 36 | $464.3M | 8,698,132 | 17 | 17 | 2 | 0.0% |
| Q4 2023 | 22 | $140.0M | 2,629,887 | 21 | 0 | 0 | 0.0% |